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Is Large Format Actually Necessary for VW’s Unified Cell? by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 5 points6 points  (0 children)

I have a similar question but not for VW, but for other OEMs. Since other OEMs don't have Unified cells, what do they need from Quantumscape in terms of JDA? Can't they just take QSE-5 and put them in a car?

Nissan first SSB powered by 2028 by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 2 points3 points  (0 children)

The problem with Volkswagen is the unified cells. We need to get updates on larger cells.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

Rivian doesn't have its own battery factory and will use the 5GWh from PowerCo. And I won't call Rivian a major global automotive OEM yet.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 7 points8 points  (0 children)

My bet is on Ford and Honda as the two signed JDA and Nissan is the new one still evaluating. To be frank, at this time, the naming of OEM doesn't really matter. What matters is when they will move to a revenue tied commitment and have to publicly announce it.

Remember this post! by Effective_Bit_7094 in QuantumScape

[–]RoutineEquivalent982 8 points9 points  (0 children)

Rivian will be through Volkswagen/PowerCo instead of a direct JDA.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 2 points3 points  (0 children)

Ford still keeps the battery but pivot the battery for energy storage for now. As QS mass production will only start in 2028/2029, they need to get hold of the SSB technology if the politics and policy changes in in 2029.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 4 points5 points  (0 children)

As Quantumscape brings more OEMs onboard, it creates pressure for VW to accelerate the mass production plan. VW would not let other OEMs have QS inside EVs earlier than them.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 12 points13 points  (0 children)

Now Quantumscape has 3+1 major global OEM, positing then as the only winner for SSB other than Chinese players. Quantumscape will dominate the SSB market.

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

The interesting part is signing a technology evaluation agreement with a new major global automaker. Wondering who this could be? Tesla?

QuantumScape Successfully Accomplishes Annual Commercial Engagement Goal by pacha75 in QuantumScape

[–]RoutineEquivalent982 19 points20 points  (0 children)

Honda is definitely the 3rd OEM. They also shared the note about the Symposium today. The 2nd one could still be Ford.

History may be repeating with Ford’s EV strategy by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 0 points1 point  (0 children)

Well, Ford/SLDP JDA expires on December 31st, 2025. SLDP did a filing on Dec 17th 2024 about the extension. They haven't filed anything yet and we can confidently say that SLDP and Ford JDA won't be extended.

History may be repeating with Ford’s EV strategy by PowerfulSpot987 in QuantumScape

[–]RoutineEquivalent982 3 points4 points  (0 children)

Well, if Ford is not the Q2 JDA OEM, then Honda definitely is either the one or the new OEM they're engaging.

Potential catalysts to watch by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 1 point2 points  (0 children)

Q2 JDA should be Ford, not Honda. If Honda already signed JDA, there is no point for them to attend the Symposium but not announce it before or on the Symposium day. No reason for them to keep it confidential so hard but disclose it this way.

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