I understand your
I understand your consideration of the changes needed for the new batteries, but it is likely that the differences in the batteries may not be as extensive as you imagine. Tesla batteries are cylindrical, and the 2013+ Model S/X batteries (18650) are about the width and length of your index finger. But the Model 3 uses 46% larger batteries (2170) that are 10-15% more energy efficient. Where proportionally fewer batteries are needed to create a pack with a given kWh rating. Similarly, Maxwell's new dry electrode batteries have the proposed capability to double the energy density of the Model 3 batteries. So even though the new technology will result in a thicker electrode coating and slightly larger cylindrical batteries there should be fewer batteries, and so it is quite likely that the current Tesla vehicle battery pack sizes could stay the same overall and simply bolt into existing models. I think that Tesla's initial plan was to adapt the Model 3 batteries into the Model S/X battery packs this fall. But the acquisition of Maxwell could mean that it would be smarter to skip that step and move directly to the new Maxwell batteries instead. Even if it results in a few month's delay. Probably Tesla's biggest concern right now is getting the Model Y out ASAP, and the Model Y shares the Model 3's battery packs. But if they could implement the new batteries in those battery packs then it would give them a huge competitive advantage as long as the change did not cause big delays in production.