Den Panasonic-VD som ingick avtalen med Tesla byter post. Man verkar även vilja satsa mer på konsumentprodukter igen. Tesla kommer nog att försöka framställa mer batterier själva. Kanske detta var den egentliga orsaken till Elons besök i Sverige, skapa samarbete med Northvolt. Det förefaller allt mer troligt, tycker jag.
Citat:
Strong sales of Tesla electric vehicles (EV) have allowed Panasonic's battery business to eke out profits this year, following several years of production troubles and delays at the U.S. partner.
Under Tsuga's 8-year leadership, Panasonic has shifted its focus away from low-margin consumer electronics to batteries, factory machines and components. Panasonic's partnership with Tesla includes a $1.6 billion bet on a battery joint venture in Nevada, which was signed in 2014.
The company focus on business customers, however, has yet to generate stable profits, and the new chief is likely to be tasked with further overhauling a sprawling business portfolio that ranges from facial steamers to bicycles.
Price pressure on the battery business for Tesla could also intensify as the U.S. company has outlined a plan to halve the cost of its EV batteries and bring more production of the key auto component in-house.
https://mobile.reuters.com/article/amp/idUSKBN27T0MX