- Nexan Insights
- Posts
- Disrupting Battery Manufacturing
Disrupting Battery Manufacturing
Tesla, Metrology, and the Art of Finding the Invisible

This compact table captures Tesla's innovative approach to battery manufacturing and the evolving landscape of metrology. It compares traditional and emerging technologies, highlighting defect detection capabilities, efficiency improvements, and potential cost savings for investors and industry players.
The Microscopic World of Battery Manufacturing
you’re in a colossal battery manufacturing factory, surrounded by miles of high-tech equipment, with every machine playing a part in making that perfect Tesla battery. Now imagine that even a single microscopic scratch or bubble can have catastrophic downstream effects, affecting the very heart of an electric vehicle. It’s like having a tiny crack in your ship while navigating the high seas—eventually, water will get in. The stakes are high.
This blog post will dive into the world of Tesla's manufacturing processes, particularly focusing on metrology—the science of measurement—and defect detection. These elements are the unsung heroes of efficient manufacturing, catching tiny imperfections before they become big (and expensive) problems. Let’s roll up our sleeves and get into the nuts and bolts (or, in this case, the sensors and coatings).
1. The Challenge - Defects, Coatings, and Hidden Risks
Battery manufacturing, as it turns out, is all about coating things perfectly. Imagine baking a cake that must have a uniform thickness, no bubbles, and just the right density throughout. Now do it hundreds of meters long, faster than you can say "cylindrical cell." The traditional process, which involves a slurry-like coating on a current-collecting coil, is known as the wet process. This step alone is where much of the trouble lies.
Defects like agglomerates, bubbles, scratches, or foreign object debris (FOD) are the kind of small mistakes that, left undetected, turn into serious issues later on. A common analogy? Think of your manufacturing line as a big, mechanical game of "telephone." A defect missed early on can snowball into major system failures downstream—sometimes resulting in fiery consequences inside electric vehicles.
"The Hidden Dangers in Battery Manufacturing: How Tiny Defects Can Unleash Megawatt Hours of Trouble"

2. The Traditional Metrology Toolbelt - Lasers, X-Rays, and More
To combat these issues, Tesla employs a "Swiss Army Knife" of inspection tools. But the reality is—no single tool does it all. Imagine an orchestra where every instrument plays a different role, but one or two players always seem to miss their cue. Tesla uses the following for battery defect detection:
Beta Gauges: This technology has a history in the world of paper manufacturing but has found a place in battery inspection as well. It’s a workhorse, but it only measures in a zigzag line, which means some small defects might still sneak through.
X-Ray Inspection: Think Superman—except with x-ray eyes limited by speed and resolution. While it catches density inconsistencies, it’s cumbersome and can’t keep up with high throughput.
Terahertz Inspection: These technologies are promising, but they’re not quite where we need them to be—sort of like a talented student who hasn’t quite found their groove yet.
Optical and Laser Inspections: Camera-based sensors and lasers catch visual abnormalities like thickness inconsistency, but they are limited by what the eye (or the camera) can detect. What if something’s happening below the visible surface?
Together, these tools work to try and catch as many defects as possible, but it’s a bit like trying to use multiple buckets to stop a leaking roof—they don’t always cover the whole area.
Tesla uses a combination of tools to identify defects, including beta gauges, X-ray, terahertz, optical, and laser inspections. Each tool targets specific issues, yet none are comprehensive. For instance, beta gauges provide density information, but only in limited areas, while optical inspections capture thickness inconsistencies. This “Swiss Army Knife” approach may be the best option currently, but there are gaps, which make catching all potential defects difficult and often costly
Table 1: Battery Inspection Technologies at Tesla Manufacturing Sites

"The Symphony of Metrology: How Tesla’s Diverse Tools Work in Harmony to Detect Battery Defects"

3. The Future - Cold Plasma, Magnetic Currents, and the All-in-One Dream Sensor
When I spoke with the former Tesla engineer, they shared insights about new disruptive technologies on the horizon—most excitingly, a rumored cold plasma technology that could possibly detect everything from material composition to surface-level abnormalities. Imagine a single machine capable of being an x-ray, a laser, and a beta gauge all at once. In Tesla’s words: a unicorn for the factory floor.
Another player is the magnetic inspection technology from companies like Maysun—offering the potential to assess thickness and density at a more granular level. Unlike the zigzag inspections of beta gauges, this type of technology might promise full coverage without missing a beat. Think of it as upgrading from a spot-checking radar to a 360-degree early warning system.
Still, it's no easy feat. Metrology in battery manufacturing has to balance between being fast, accurate, and cost-effective. Everyone wants a miracle technology that’s a jack-of-all-trades, but the engineering world has yet to see something with that all-encompassing magic.
Emerging technologies like cold plasma and magnetic current inspections offer the promise of all-in-one solutions that capture both thickness and density in real time. For instance, magnetic inspection from companies like Maysun is already showing potential for a more detailed, holistic view of material density and thickness without zigzag limitations. Tesla envisions integrating these into their factories as industry-disrupting solutions to minimize the need for multi-point inspections
"Mapping the Metrology Landscape: How Cognex, Thermo Fisher, and Yokogawa Stack Up in Innovation, Accuracy, and Integration" 📊🔍

"Mapping the Metrology Landscape: How Cognex, Thermo Fisher, and Yokogawa Stack Up in Innovation, Accuracy, and Integration"

4. Tesla’s Move to Dry Electrode Technology - Shrinking the Footprint
Tesla is shifting towards a dry electrode manufacturing process. Think of it as ditching the paint-like slurry and going for something more akin to a high-tech glue stick. The benefits are obvious:
No More Massive Ovens: In the traditional wet process, the electrode needed a long, energy-consuming oven to dry it out evenly—which took up a huge factory footprint. In the dry process, this entire oven step disappears.
Efficiency and Safety: With no solvents involved, not only does Tesla save on energy, but they also eliminate the use of hazardous chemicals—making it both safer and greener.
"Tesla Leads the Charge: Rapid Adoption of Dry Electrode Technology Outpaces Competitors"

Yet, while the dry electrode process solves many issues, it also introduces new types of defects—the kind that most inspection technologies haven’t yet encountered. It’s like a new boss fight in a video game where you have to learn entirely new attack patterns.
Tesla’s shift to dry electrode technology reduces factory footprint and energy consumption by eliminating massive ovens needed in the wet process. This innovation enhances safety and efficiency by avoiding solvent use. However, dry electrodes introduce new defect types, challenging inspection technologies to adapt and capture these unique issues. Tesla’s adoption of dry electrodes demonstrates the industry’s pivot towards sustainable and compact manufacturing
"The Evolution of Battery Manufacturing: From Wet Coating to Dry Electrode Efficiency"

5. The Industry at Large - Moving Fast and Breaking Things (or Not?)
Tesla isn’t the only player in this race, but it certainly sets the pace. The move towards dry coating has caused ripples across the battery industry, pushing other companies to follow suit or risk falling behind. Other manufacturers are cautiously optimistic about this transition—they recognize the benefits but are wary of making a giant leap that could mean reworking entire production lines.
In this space, innovation often has to balance risk and reward. The potential cost of missing a defect is astronomical, and manufacturers are investing heavily in preventing these defects—sometimes even trialing entirely new sensors to find the right fit. The big players in the metrology world, like Cognex, Thermo Fisher, and Yokogawa, all have their own unique offerings. And while Tesla’s fast decision-making is atypical, it's clear that the industry needs flexible, innovative approaches if they hope to keep up.
Tesla’s aggressive innovation sets the pace for competitors, compelling them to consider dry coating and improved metrology. Major metrology players like Cognex, Thermo Fisher, and Yokogawa each bring specialized inspection solutions, but they must keep up with Tesla’s rapid advancements. These companies navigate a delicate balance of innovation and risk management to avoid costly defects and ensure consistent quality
Table 2: Comparison of Metrology Tools and Defect Detection Capabilities

"The Metrology Landscape: Comparing Cognex, Thermo Fisher, and Yokogawa Technologies"
6. The Balance Between Perfection and Practicality
In the end, the key to successful battery manufacturing lies in the delicate balance between perfection and practicality. The tools of metrology may not be perfect, but they are improving rapidly—and in an industry where a defect can mean the difference between a perfect electric vehicle and a million-dollar recall, this is progress worth celebrating.
Whether it's cold plasma, a new magnetic current sensor, or something that hasn’t been invented yet, the battery industry is moving forward—fast. And if you look closely, you’ll see that it's not just about making more batteries, it’s about making better batteries. Batteries that are lighter, safer, and more reliable. Batteries that are powering the future.
The future of battery manufacturing is about balancing precision and practicality. Tesla’s continuous investment in advanced inspection methods emphasizes the importance of metrology, not just for efficiency but for industry-wide safety standards. Emerging tools like cold plasma sensors and magnetic inspection promise advancements, ensuring that batteries are not only made faster but made better, aligning with Tesla’s vision for sustainable, high-performance energy solutions
"The Future of Battery Manufacturing: Rising Performance and Falling Costs"

Table 3: Leading Companies and Their Metrology Specialties

"What Does the Future Hold for Battery Metrology? Plug and Play Innovations in Tesla's Production Line"

