Not likely, Mark. Where's your DD?
As a yahoo poster pointed out (which you should have read by now), Shubila *tried* to supply Samsung, but their cells were hand-made and they couldn't produce in volume.
If you consider Sony's and Matsushita's self-projected production rates for the end of this year, they are dwarfed by what Valence is bringing online NOW. Even running at half-speed (10-15 cells/min), just one of the two cellphone assembly lines can produce 600,000 cells per month. They've been running it at this speed, but plan on increasing it to 25 cells/min as they get more experience. They've run it for 24 hour intervals to test it, and plan on 24 hrs/day for production. Then factor in the other cellphone line (which is coming online now). Over 24M cellphone cells per year from these two. Many times over what Sony and Matsushita combined are predicting they'll be capable of.
And I haven't even factored in Valence's output from the two laptop cell lines (the second of these, with a rate of 40 cells/min, to be delivered soon).
In short, ONLY Valence will be able to deliver what these customers want and need, in the volumes they need. Valence will be able to command a top price because of this, and their profit margins will far exceed that of any other battery type.
Later, when others finally come on-line, Valence will be able to deliver far superior energy densities because of their material upgrades. Once again, they will be able to command a premium price.
And they will be adding directly to the bottom line as they license their patented technology and materials. |
