Volkswagen-backed solid-state lithium-metal battery technology company QuantumScape (NYSE: QS) recently announced the release of its self-developed, delivered, and installed ceramic separator heat treatment equipment, "Cobra," which has officially been launched. This equipment improves its ceramic separator manufacturing process, significantly increasing the output of its ceramic separators and potentially aiding the company in achieving large-scale delivery of its first commercial QSE-5 B samples next year.
QuantumScape has conducted years of technological research and development on the separator manufacturing process, aiming to achieve production at a gigawatt-hour scale. The company claims that the Cobra equipment, based on AI and machine learning, is a significant innovation in the field of ceramic solid-state separator production, benefiting both scalability and cost efficiency. The company's goal is to integrate the Cobra equipment into its battery production baseline by 2025. "Cobra is a true breakthrough in ceramics manufacturing, and it will pave the way for the scale-up of our battery technology," said Tim Holme, co-founder and Chief Technology Officer of QuantumScape.
The company set four annual goals at the beginning of 2024, all focusing on integrating the improvements made in 2023 in battery components into the commercial sample QSE-5:
● Delivery of Alpha-2 samples. In March 2024, the company announced the start of shipping Alpha-2 samples to customers, which serves as an intermediate step between the A0 and QSE-5 B0 cell prototypes.
● "Ramp Raptor" process. The Raptor process is the first stage of QuantumScape's fast separator production process, which entered the company's baseline process in the third quarter of 2024. The ceramic separators produced using this process are used in the low-volume QSE-5 B sample production.
● Begin low-volume production of QSE-5 prototype cell samples. QuantumScape announced in October 2024 that it has started producing and delivering the first low-volume B sample battery cells for automotive customer testing. The QSE-5 B sample has an energy density of 844 Wh/L and can fast charge from 10% to 80% in 12.2 minutes.
● Prepare for the Cobra production process in 2025. QuantumScape has taken delivery, installed, and released the initial separator processing key equipment for its advanced separator manufacturing process, Cobra.
To date, the company claims to have achieved all four of the above key annual objectives for 2024.