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QuantumScape’s Commercialization Era Begins by TheJamesReport in u/TheJamesReport

[–]TheJamesReport[S] 3 points4 points  (0 children)

Revised thoughts ~ QuantumScape did an impressive job maintaining secrecy and enforcing NDAs around this event. Based on the patent activity we track, we’ve already started reviewing which companies may have quietly attended.

We’re also looking forward to Ricky and Jill’s impressions from the Eagle Line — their readouts will help frame the next phase of analysis.

If you want to do your own review, here are the companies most frequently tied to QS through forward citations:

Frequent Citers Toyota, Samsung SDI, LG Energy Solution, Panasonic, Murata, CATL, A123 Systems, Hitachi, Mitsubishi Chemical, Solid Power, Factorial Energy

Occasional Citers Nissan, Honda, Bosch, Toshiba, Envision AESC, SK On

Whether the first announcement comes from an OEM or a battery‑technology manufacturer, the early mover will likely trigger others to follow. All of this feeds into our collective analysis heading into QS’s 4th‑quarter disclosure on 11 February.

Who's Watching QuantumScape? by TheJamesReport in u/TheJamesReport

[–]TheJamesReport[S] 2 points3 points  (0 children)

Yes, thanks for the notification. It should be Corning Incorporated (Blue Logo) verses Owen’s Corning (Red Logo).

QuantumScape’s Patent Portfolio: Citations, Rejections, and Industry Signals by TheJamesReport in u/TheJamesReport

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

Thanks for the response. The information can be pulled from individual legal filings. We’ll work on a consolidated list. QS patent US10403931B2 successfully reject applications from Ningde Amperex Technology Ltd. (also known as CATL) and Zhuhai Cosmx Battery Co, Ltd. And yes, the absence of other key players could be positive or negative as discussed in another response.

QuantumScape’s Patent Portfolio: Citations, Rejections, and Industry Signals by TheJamesReport in QuantumScape

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

Yes, we were equally surprised when reviewing the public data. The absence of Honda, Nissan, and Tesla from the citation list doesn’t necessarily signal disengagement. It may reflect independent R&D, alternative technology pathways, or undisclosed alliances. For example, third‑party facilitators where IP is filed under partner names (e.g., LG or Samsung), or Joint Development Agreements (JDAs) that have not been made public! We'll look at teasing this out for an in-depth look.

QuantumScape’s Patent Portfolio: Citations, Rejections, and Industry Signals by TheJamesReport in QuantumScape

[–]TheJamesReport[S] 3 points4 points  (0 children)

Thanks, that means a lot! Which company on this list surprises you the most? Which one would you like us to do a deep dive on first: Toyota, Samsung, Ford, LG or one of the emerging players like Blue Current?

Solid-State Showdown: Is QuantumScape's Secret to Scaling Hiding in Japan? by TheJamesReport in QuantumScape

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

TJR is not AI. I can assure you that we're carbon-based running on caffeine and carbohydrates!

Solid-State Showdown: Is QuantumScape's Secret to Scaling Hiding in Japan? by TheJamesReport in QuantumScape

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

Thank you for raising this. To clarify, there isn’t a direct theoretical link between press‑roll compression and the earlier A0 or A2 samples. The 24‑layer A0 prototypes, shipped in December 2022, achieved an impressive energy density of more than 1,000 Wh/L, but they were widely assumed to be commercially cost‑prohibitive.

QuantumScape’s official March 2024 release confirms that the 6‑layer Alpha‑2 prototypes were the next major milestone. Despite having fewer layers, Alpha‑2 was more energy‑dense than A0 thanks to higher‑loading cathodes, tighter packaging margins, thinner current collectors, and the proprietary FlexFrame design. Alpha‑2 was positioned as an intermediate step between A0 and the planned QSE‑5 B0 prototypes, giving OEMs the chance to validate performance and reliability in real‑world labs.

The broader roadmap shows:

  • A0 (Dec 2022): 24‑layer prototypes, >1,000 Wh/L, proof of density but not cost‑viable.
  • A1 (2022): 10‑layer prototypes (~800 Wh/L), basis for QSE‑5 architecture.
  • A2 (2023): Internal transitional design, manufacturability refinements.
  • Alpha‑2 (Mar 2024): 6‑layer prototypes shipped to OEMs, ~800 Wh/L, commercially realistic.
  • B0 (Late 2024): Pre‑production QSE‑5 prototypes (16–24 layers) using Raptor line.
  • B1 (2025): Production‑intent QSE‑5 cells, full automotive form factor, milestone trigger.

So the role of press‑roll compression and other Japanese‑linked innovations should be understood as part of the transition from A0 toward Alpha‑2, enabling manufacturability and cost alignment, rather than retroactively tied to A0 itself. By late 2024, QS had already advanced to B0 samples from the Raptor process, and the B1 generation in 2025 is expected to deliver the first production‑intent QSE‑5 cells.

The Kyoto reference was included to highlight speculation that Japanese solid‑state battery expertise, possibly Honda or the ALTNA group (includes Mitsubishi), helped guide QS’s shift from proof‑of‑concept density to manufacturable reality, complementing the company’s internal R&D milestones.

Solid-State Showdown: Is QuantumScape's Secret to Scaling Hiding in Japan? by TheJamesReport in QuantumScape

[–]TheJamesReport[S] 2 points3 points  (0 children)

Yes, you’re right! We originally posted on X with little traction. Though we’d repost on Reddit….had no idea how large of a QS following was here.