출처 : Reuters (2024.1.22)
Panasonic's battery business must focus on boosting productivity, Group CEO Yuki Kusumi told Reuters, signalling the Tesla supplier may hold off building a third battery plant in North America as demand for electric vehicles cools.
"I keep telling people we need to think about thoroughly raising productivity before setting up a third location."
Panasonic Energy has a plant in Nevada and has broken ground on a second one in Kansas. In December it said Oklahoma - where it was previously exploring building a factory - was no longer a candidate site.
The unit expects the Kansas plant to take its annual auto battery capacity to 80 gigawatt hours (GWh) a year. It aims to raise that to 200 GWh by early 2031.
Given the human resources requirements of a new plant, Kusumi said it was generally better to have fewer production sites. He added there was room to raise production capacity by improving processes such as machine maintenance and that time lags due to changing circumstances happen in any business.
Kusumi said Panasonic wanted the energy unit to improve its manufacturing so that it would generate profits without relying on the U.S. Inflation Reduction Act, which spurred a wave of investments in new EV battery plants there.
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