One of the less obvious features of the Tesla Cybertruck is its vehicle voltage architecture. The Cybertruck is the first EV from the automaker to use a 48-Volt (48V) electrical system implementation throughout the entire vehicle, as compared to the 12V systems that are used in pretty much every other vehicle on the planet. Today, Tesla shared its 48V implementation documentation with other major automakers — including competitors like Ford.
Ford’s own CEO Jim Farley confirmed the news on X, formerly Twitter, last night.
Ford CEO Jim Farley confirms Tesla has shared its 48V architecture documentation
Tesla CEO Elon Musk also chimed in.
The consequences of Tesla’s actions won’t be immediately obvious in any other carmaker’s products, as they will likely take a long time to manifest into any real changes for the industry — if they do at all. But let’s take a step back.
Why does 48V architecture matter?
48V architecture is a huge deal not because it enables any particular feature or capability for any one car, but because it will lead to a step change in how automakers wire, accessorize, and electrically engineer their vehicles.
The first mass-produced vehicles generally used 6V architecture to power things like headlamps, and the industry broadly began to adopt 12V electrics in the 1950s. By the late 1960s, almost every car on sale in the US used 12V electrics — power windows, interior lighting, cigarette lighters, brake lights, ignition spark, batteries, and more all unified around this common voltage standard. This change was a big deal, because it meant that the suppliers who built a lot of these electrically-driven components could easily adapt their products to work with any car. Parts became yet more standardized (plus, more affordable and reliable), and eventually 12V became the universal standard for vehicle electrics.
The problems with 12V architecture, though, have been looming (pun intended) for years. Because of the low voltage of this architecture, delivering sufficient power to all vehicle systems that need electricity became more and more complex. And as cars integrated more and more electrical components over the years, this led to ruinously complicated vehicle wiring layouts. (I want to be clear: I am vastly oversimplifying the nature of the challenges of 12V architecture, and it should be obvious by now I’m not an electrical engineer. I probably shouldn’t be allowed to be too close to a wall outlet, frankly.)
Switching to 48V architecture alleviates a huge number of challenges automakers are facing with 12V. The biggest one, though, is complexity: You need far less complex wiring harnesses to power all your vehicle systems, because each wire can supply far more power and voltage in a 48V system. 48V architecture also potentially improves overall electrical efficiency for reasons that I am not sufficiently qualified to explain beyond a kindergarten level, meaning your car’s accessory systems may require less power overall to operate (quite important for an EV).
12V roadblocks remain despite Tesla’s action
The challenge in adopting 48V architecture primarily lays in the vehicle supplier ecosystem, but that conclusion requires a bit of context setting.
If you cannot convert all of a vehicle’s systems to 48V architecture, the benefits of using such an architecture start to diminish pretty quickly in the form of introducing new complexities (i.e., a hybrid 48V / 12V vehicle architecture). As such, most automakers have clung to 12V because they know it and it works.
If an automaker decides to move to a 48V architecture, whatever car it builds must use 48V-ready accessories. But, suppliers aren’t incentivized to build such accessories without sufficient demand. While carmakers like Ford certainly have the power and scale to commission 48V parts independently, the per-unit cost of those components is likely to be substantially higher than their 12V equivalents — especially if they’re being produced in comparatively low volumes. And, many carmakers would be forced to make such a transition slowly over their entire vehicle lineup (it’s worth noting that ICE vehicles can use and would benefit greatly from 48V systems, too). And so, most carmakers stick with 12V. It’s a chicken-and-egg kind of issue.
Why did Tesla share its 48V architecture?
To be frank, Tesla isn’t sharing its 48V architecture from the Cybertruck for purely altruistic reasons. Once you understand the conundrum around vehicle suppliers in the 12V world and making a transition to 48V, things start to come into greater focus. Tesla knows that transitioning to 48V is going to be incredibly difficult for legacy OEMs, and while there is potentially upside for Tesla in such a change (more on that in a moment), this is something of a PR move.
By publishing its 48V architecture, Tesla is saying “OK, we’ll show you how we did this thing — a thing you say is really complicated and difficult and would take years to replicate. You can just copy us.” But Tesla knows full well that even a powerful and well-resourced company like Ford can’t spin up a 48V accessory supply chain overnight, and that such a change would incur very substantial non-recurring engineering work (NRE, as it’s known in some industries).
For Tesla, though, there are theoretical benefits in the event the wider industry switches to 48V vehicle systems. The biggest one is the supply chain. The more components in the global vehicle supply chain that are designed for 48V vehicle systems, the lower the cost of those components will become over time — through volume, competitive engineering, and increased reliability. The second is a bit more nebulous, but arguably just as important: Engineers and other skilled workers in the industry will coalesce their work and knowledge around 48V systems, reducing the amount of redundant work happening and increasing the number of workers in the hiring pool who can understand and innovate on Tesla’s systems (and who can bring their knowledge to Tesla, barring any intellectual property infringement, of course).
Electrek’s Take
It’s hard to see a downside to this move for anyone — for Tesla, the industry, or for the engineers designing the vehicle systems themselves. And it’s plain that the supplier ecosystem needs a kick in the pants to accelerate the transition to 48V, and that the benefits of such a transition are very substantial.
But it’s much harder to say how much of an impact Tesla’s decision to share its 48V design will actually have. Clearly, automakers are already incentivized to move to 48V, but doing so is challenging for a reason — it’s not just laziness. There are legitimate (if frustratingly financial and logistical) reasons that the 48V transition is moving along slowly.
It’s very possible that providing publicity around this relatively esoteric technical issue will be the greatest factor in instigating more aggressive work to implement 48V vehicle systems, as opposed to any technical know-how gleaned from Tesla’s documentation.
It should also be noted that Tesla has two distinct advantages in transitioning to 48V that legacy automakers do not. The first is being unusually vertically integrated in its approach to building vehicles — Tesla designs almost all of its own vehicle systems, even if they may be procured from third parties who actually manufacture them. The second is that Tesla doesn’t have many legacy vehicle designs to support or consider in deciding to transition electrical architectures. Put another way, Tesla’s focus on independent engineering and low legacy debt are huge reasons it can introduce a 48V vehicle while other auto OEMs continue to stick to 12V and likely will for years from now, even in their EVs. And simply telling other carmakers how it built a 48V system won’t change those realities overnight.
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T1 Energy (NYSE: TE), formerly FREYR Battery, kicks off preparations for its new solar cell factory, set to be one of the largest in the US.
T1 Energy has chosen Yates Construction as the contractor for preconstruction services and site preparations for its planned $850 million, G2_Austin 5 GW Solar Cell Facility.
The G2_Austin site is in Milam County, Texas, in the Advanced Manufacturing and Logistix Campus at Sandow Lakes.
It’s expected to create up to 1,800 new direct US advanced manufacturing jobs. Construction is on track to kick off in mid-2025, and the facility is expected to begin producing cells by the end of 2026. There are currently far fewer solar cell manufacturing sites in the US than solar module factories, according to the SEIA.
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On December 24, FREYR announced that it had closed its acquisition of China-headquartered Trina Solar’s 5-gigawatt (GW), 1.35 million-square-foot solar panel factory in Wilmer, Texas. The company renamed the factory G1_Dallas, which employs more than 1,000 people and is now fully online.
Daniel Barcelo, T1’s chairman of the board and CEO, said, “Our facilities will manufacture solar cells and modules to invigorate our economy with abundant energy. We’re excited to work with Yates and Milam County to bring American advanced manufacturing to the heart of Texas and to unlock our most scalable energy resources.”
T1 Energy says it anticipates finalizing commercial terms with Yates Construction as General Contractor.
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The EV2 is set to arrive as Kia’s smallest and most affordable electric vehicle next year. With its official debut coming up, the electric SUV was spotted driving on public roads. The electric SUV may be small, but it looks bigger in person.
Kia’s new EV2 is an affordable, small electric SUV
Kia has yet to say precisely how big the EV2 will be, but it’s expected to be around 4,000 mm (157″), or slightly smaller than the EV3 at 4,300 mm (169.3″). That’s even more compact than the outgoing Chevy Bolt EV (163.2″).
During its EV Day event in April, Kia unveiled the Concept EV2, a preview of the entry-level EV that will sit below the EV3.
Although it’s the brand’s smallest EV, Kia promises that it will feel larger when you’re inside. The EV2 sits higher than you’d expect with a wide front end, giving it a bigger presence on the road, similar to the three-row EV9.
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We got a sneak peek at Kia’s affordable EV last month after it was spotted testing on public roads in Korea, but the latest sighting gives us a closer look at the EV2 in its production form. The new video from HealerTV reveals a few details that could look a little different from the concept.
Kia’s new entry-level EV2 spotted driving in public (Source: HealerTV)
The footage shows what appears to be different daytime running lights (DRLs). When Kia unveiled the Concept EV2 in April, it featured a unique split vertical headlight design.
The EV2 spotted driving still has the split design, but both the inner and outer lights appear to be angled more inwards. It’s not a huge difference, but given most of Kia’s new EVs look almost identical to the concepts, this could be something to keep an eye on.
Prices, specs, and more
Despite being an entry-level model, the EV2 is still equipped with advanced technology and features, including vehicle-to-load (V2L) capability, which allows it to power a campsite, home appliances, and other electronics. With OTA updates, it will only get smarter and more advanced over time.
The interior will feature Kia’s new ccNC (connected car Navigation Cockpit), which features dual 12.3″ driver cluster and touchscreen navigation screens in a panoramic display.
Like its other new EV models, it’s also expected to include a 5″ climate control display for nearly 30″ of screen space.
Kia plans to launch the EV2 next year in Europe and “other global regions.” For those in the US, sorry to disappoint, but it’s not expected to make the trip overseas. We do have the EV4, Kia’s first electric sedan, to look forward to.
Kia Concept EV2 (Source: Kia)
We will learn prices and final specs closer to launch, but given it will sit below the EV3, it will likely be cheaper than that.
The EV3 starts at £32,995 ($44,800) in the UK and €35,990 ($41,600) in Europe. Kia’s CEO, Ho-Sung Song, told Autocar in 2023 that the company aims to launch the EV2 at around £25,000 ($32,000) in the UK. With new battery technology and other advancements, it could be even more affordable when it arrives next year.
It’s not a Kia or Hyundai, but the Musso EV pickup truck is shaking up the Korean Market. After the first models left for Europe, the company’s CEO is already saying it will be a “driving force” as it goes on a global conquest.
Korea has a new EV pickup that’s going global
During an event celebrating the first exports of its new Musso EV and Torres HEV pickup trucks, KG Mobility’s CEO, Kwak Jae-Seon, said the new models “have already received favorable reviews and garnered much attention from reporters and sales agents.”
KG Mobility (KGM) expects them to serve as “a driving force” as it expands exports into new global markets. The first Ro-Ro (Roll-on/Roll-off) hit the seas on June 12 carrying 983 vehicles, 184 Musso EVs, and 799 Torres HEVs.
The vessel is headed for Europe, where the first models will be sold in Germany, Spain, Norway, Hungary, and other markets, starting in August.
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Jae-Seon, who personally drove the Musso EV onto the car carrier, said during the event that pickup is now on a “full-scale conquest” as it rolls out globally.
KG Mobility Musso EV and Torres HEV pickup launch event (Source: KG Mobility)
KGM’s EV pickup has already generated quite the buzz in Korea, beating Hyundai and Kia to the first fully electric pickup truck.
After launching the Musso EV pickup in Korea in March, the company announced it had secured over 3,200 orders in two weeks. The Special Edition model sold out in an hour and a half.
KGM promotes the vehicles as “a new alternative to mid-size SUVs” that’s more useful as an everyday ride with more interior space.
Measuring 5,160 mm long, 1,920 mm wide, and 1,740 mm tall, the electric pickup is about the size of a Ford Ranger (5,225 mm long, 1,910 mm wide, and 1,866 mm tall).
KGM Musso EV electric pickup truck interior (Source: KGM)
The infotainment system looks a lot like new Hyundai and Kia EVs with a dual 12.3″ driver cluster and touchscreen navigation screens in a panoramic display.
It also comes with a Land Rover-like ClearSite Ground View camera, allowing you to see what’s beneath you through several strategically placed cameras.
The electric pickup is powered by an 86.6 kWh LFP battery, providing a range of nearly 250 miles (400 km). With up 200 kW fast charging, it can recharge to 80% in 24 minutes.
KGM’s Musso EV is available in both single (FWD) and dual-motor setups. The FWD version features a 152.2 kW front motor, producing up to 207 horsepower, while the AWD model boasts up to 413 horsepower. It can tow almost 4,000 lbs (1.8 tons) and includes a “trailer sway function” to stabilize the vehicle while towing.
The Musso EV pickup starts at 48 million won, or about $35,000. With incentives, KGM says the purchase price is closer to 39.62 million won ($29,000).
With more monthly exports in May than it has in 10 years, KGM expects the Musso EV pickup to accelerate the momentum.
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