SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : VALENCE TECHNOLOGY (VLNC)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gvander who wrote (7713)1/30/1999 1:18:00 PM
From: FMK  Read Replies (3) of 27311
 
Gvander, thanks for the techweb link. I noticed this comment about planned production capacity the article describes: "Even though this represents less than 5% of the anticipated demand for lithium-ion batteries in 1999, it's still an important first step in proving the commercial viability of this technology,"

It would appear Valence is now easily producing more watt hours of Li solid polymer than Matsushita, Sony and TDI combined, as they are likely running at least one shift per day on at least two production lines. It makes sense for these latecomers to start with small batteries, as they are easier to produce and make less scrap when debugging. It also makes sense for them to use higher-cost cobalt-oxide for cathode material to avoid stepping on Valence patents for lower-cost Manganese oxide.

Here are some links to compare
exchange2000.com
exchange2000.com
exchange2000.com

If, as the article states, these Valence competitors represent less than 5% of the anticipated demand, we should view their plans as an endorsement of the technology and still look forward to being able to sell all we can produce of a superior product for quite some time. We have already seen such an endorsement by Valence JV partner Hanil did when they put up $50 million for the South Korean plant that intends to begin producing 1 million cellphone batteries per month early this year, and to then share half the profits with Valence!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News