There has been 7% progress exactly never so far. The cells from the 2012 Model S got updated all of once, and it got them the 85->90 upgrade. Well, 81 to 86...The thing that I have learned is that the Cells are only half the battle. Much of the cost, weight and complexity is actually in the pack. They have made just as much progress in simplifying the pack, packing the cells tighter and more efficient/effective cooling that requires less and less space. A simpler pack is easier to automate mass production. This could account for as much as half of the cost reductions that Elon and JB have spoken about. The other half would come from the continued 7 percent per year improvement to energy densities at the cell level from improved materials and chemistry, which inversely goes directly to cost to produce the same KWh in a finished cell/pack. This is maximized by the scale and shortening of the supply chain from the Gigafactory which allows you to get as close as possible to lowest marginal cost from massive economies of scale and automation from Grohmann. In 3 years there is no reason to think that they wouldnt be able to squeeze another 20% or a 120KWh pack into S/X. It would be the same physical size and weight, just more energy dense. It should actually cost the same or maybe a little less if they can further simply the pack architecture. A new chemistry might allow the batteries to operate at higher and higher temps and still maintain efficiency and long life. This allows Tesla to go with less expensive and less power hungry cooling. In short, energy density is not just at the cell level but also the module/pack level.
People love to throw around hugely low numbers to indicate the scale of Model 3 vs Model S.
Official figures (if such exist) that I've seen state 4% narrower and same height. Where are the other 11% or so coming from?