Musk Officially Announces: Dry‑Electrode Process Achieves Mass Production! Tsingyan Electronics Delivers Better‑than‑Expected Breakthroughs on Dry‑Process Cathodes

News dated February 2: Tesla has secured a major breakthrough in lithium‑ion battery manufacturing technology. Elon Musk officially announced via X that the dry‑electrode process has achieved large‑scale application.He stated: “Achieving large‑scale application of the dry‑electrode process represents a major breakthrough in lithium‑ion battery manufacturing technology, yet it has been extremely challenging. Congratulations to the @Tesla engineering, manufacturing and supply‑chain teams, along with our strategic partner suppliers, on this outstanding achievement!”

Tesla also disclosed that both the anode and cathode of its 4680‑format batteries are manufactured with the dry‑electrode process. Bonne Eggleston, Vice‑President for 4680 Battery Programs at Tesla, confirmed on X that “both electrodes use our dry‑process technology”, addressing long‑standing industry attention and skepticism.

In its Q4 and Full‑Year 2025 Fiscal Update Letter, Tesla further revealed that it has begun in‑house production of 4680 battery packs for certain Model Y variants. This move unlocks an additional supply channel for Tesla to mitigate supply‑chain challenges stemming from trade barriers and tariffs. Moreover, amid the gradual phase‑out of Model S and Model X and the rising share of Model Y and Model 3 sales, it delivers critical flexibility for sustaining U.S.‑based production within complex global supply networks.

Notably, Chinese enterprises have simultaneously made pivotal technical breakthroughs in the dry‑electrode domain. Drawing on profound expertise in material science and process equipment, Tsingyan Electronics focuses on powder‑to‑film technology. The company has independently developed high‑speed wide‑width dry‑electrode film‑forming and lamination equipment, pushing dry‑process cathode lamination speed past 60 m/min, with performance metrics far exceeding industry averages.

Tsingyan Electronics’ breakthrough of 60 m/min dry‑process cathode film‑forming speed is not only compatible with mass‑production requirements for products such as Tesla’s 4680 batteries. It also aligns with the industry trend where dry‑process technology is emerging as the mainstream path for next‑generation solid‑state batteries, injecting robust momentum into the high‑quality development of China’s new‑energy industry.