Tesla seems to be the leader here. Per Investor Day[0] and other sources, they
- developed low-cobalt and low-nickel cathodes, to reduce scarce battery metals
- increased overall vehicle efficiency to allow iron cathodes which are earth-abundant
- consolidated electronic modules to reduce microchips and wiring
- are soon switching to 48V, to further reduce low-voltage copper wiring (copper being a 'medium-rare' metal)
- switched from copper to aluminum high voltage conductors (per Munro Live), aluminum having better conductivity-to-weight
- reduced vehicle structure with structural battery design and 'gigacasting' manufacturing
Many of these seem to benefit from vertical integration.
Are any other manufacturers pushing as hard here?