Skip to content

Batteries & energy · Explainer

From cell to pack, and what cell-to-pack took out

A car battery is built in three layers, and each one adds mass that stores no energy. Removing the middle layer is why a pack figure and a cell figure have moved apart.

By Michael Westergaard · Updated 17 Sept 2026 · 2 min


A battery pack is not one object. It is three nested ones, and knowing which layer a number refers to is the difference between a meaningful comparison and a misleading one.

The three layers

The cell is the electrochemical unit: anode, cathode, separator and electrolyte. It comes as a cylinder, a rectangular prism or a flat pouch, and it is the only part of the battery that stores anything.

The module is a group of cells in a housing, with its own wiring, sensing and sometimes its own cooling. It exists to make the pack serviceable and to contain a failure in one cell.

The pack is every module plus the enclosure, the cooling circuit, the battery management system, the contactors and the crash structure. This is what is bolted into the car.

Why the layers cost you

Everything above the cell adds mass and volume without adding capacity. So the pack's energy density is always lower than the cell's, often by a wide margin, and a cell figure quoted as though it were a pack figure overstates what the car actually carries.

That gap is the reason the intermediate layer came under attack. Cell-to-pack designs delete the module: cells are bonded directly into the pack structure, and in the more aggressive versions the pack becomes part of the car's floor and takes structural load. BYD's Blade design and CATL's cell-to-pack generations are the two most visible examples.

It also moves the cost per kilowatt-hour, which is the figure the whole category is judged on.

The trade is serviceability. A modular pack can have one module replaced; a structural pack is far harder to repair, which shifts cost from manufacturing to the repair and insurance side.

What to check on a spec sheet

When a density figure appears, the first question is which layer it describes. When two batteries are compared, the second question is whether both figures describe the same layer.

A cell-level number against a pack-level number is not a comparison at all, and it is a common enough error in press material to be worth checking every time.

Sources

  1. US Department of Energy, Vehicle Technologies Office: batteries, read 17 September 2026
  2. International Energy Agency, Global EV Outlook: battery technology, read 17 September 2026

Terms defined here

Cell
The electrochemical unit: anode, cathode, separator and electrolyte in one container. The only part of a battery that stores energy.
Module
A group of cells in a shared housing with its own wiring and monitoring. The intermediate layer that cell-to-pack designs remove.
Gravimetric energy density
Energy stored per unit mass, in watt-hours per kilogram. Quoted at cell or pack level, and the two differ substantially.

Northline Post publishes information and opinion, not investment advice. Nothing here is a recommendation to buy or sell any security. The author may hold positions in companies covered.

Related reading

Four ownership trees on a dark ground. BYD branches to BYD, Denza, Fangchengbao and Yangwang; Geely Holding Group to Geely, Zeekr, Lynk & Co and Volvo; SAIC Motor to MG, Roewe, Rising Auto and IM Motors; Changan Automobile to Deepal, Avatr and Changan. A dashed circle at the right lists GAC, Dongfeng, Chery, Changcheng and JAC as others. A row of cars stands beneath each group.

EV & mobility

Chinese EV brands: who owns what

Denza, Yangwang, ONVO, MONA, Zeekr, Lynk & Co, MG, Avatr. Most of the names arriving in Europe belong to seven groups, one of which also owns Volvo, and one phone company that owns no carmaker at all.

12 Sept 2026 · Deep dive · 10 min

More on CATL

All coverage of CATL

More on BYD Co

All coverage of BYD Co