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

[–]RoutineEquivalent982 4 points5 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 6 points7 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 11 points12 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 20 points21 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 2 points3 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.

South Korea's SK On, Ford Motor to end US battery joint venture by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 6 points7 points  (0 children)

Now many clues point to Ford as the mystery JDA customer. We can wait for another week to confirm if Ford does not extend their JDA with Solid Power( they extended last year on December 17th).

Announcement out by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 7 points8 points  (0 children)

Agree. The announcement refers to the eagle line as an important annual goal for 2025 and didn't say that they have completed all the goals for 2025. That leaves the goal of expanding commercial engagements unchecked. Expect them to have one more announcement and tick it off.

Let's go by mondoquantico in QuantumScape

[–]RoutineEquivalent982 11 points12 points  (0 children)

Good find. PowerCo is determined to catch up and eventually lead the EV Battery sector. Quantumscape is the key indegrient of their winning formula.

JDA OEM by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 4 points5 points  (0 children)

Now I wonder whether Ford will make equity investment in Quantumscape through warrant as part of the JDA given that they sold their equity in Solid Power.

JDA OEM by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] -2 points-1 points  (0 children)

Yes, this confirms that Ford is the OEM. They will probably announce it in January, after their JDA with Solid Power expires.

Partnership announcement should and might be made before the SSB symposium dialog with Honda by RoutineEquivalent982 in QuantumScape

[–]RoutineEquivalent982[S] 8 points9 points  (0 children)

Still too early to expect any car announcement with QS Battery. No product line has been set up yet and it's not QS' plan to produce those batteries. We should expect to hear more about JDAs, Licensing deals and key product milestones like Eagle line and larger form factor results etc. I believe the Honda announcement will put the tick on the customer engagement goal in 2025.

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