$QuantumScape(QS)$ -
Tim Holme在1月26-27在旧金山NEF峰会上的座谈发言。（搬运自X）
The host asks Tim what OEMs are now believing about solid state batteries that maybe they didn’t a few years ago? At 7:20, Tim’s response is that, “What’s been changing is accumulation of real world learnings and starting to deliver products for real world demos.”
- The host asks Tim what the main challenges of QS are right now. At 18:08, Tim’s response is that, “The conventional wisdom of solid state is that the main challenges are things like pressure – can you operate at low pressure? We’ve demonstrated that our batteries do not need to operate at pressure and I think a lot of that comes back to the [ceramic] separator. So it enables us to operate at low pressure. So I think that is one of the major challenges that has been solved.”
We did this in two stages that we rolled out last year and this year. You referred to Cobra which is what we call our current iteration, that has shrunk that key step down from hours to minutes, from like many hours to several minutes. That’s really key in enabling scalability. And so that I think was an unlock for our technology that’s gonna allow us to address these gigawatt hours, hundreds of gigawatt hours, terawatt hours that you were talking about that the battery market needs.”
Tim explains that they’re working closely with PowerCo to put their technology into their gigafactories that they’re installing in Germany, Spain, and Canada.
主持人问 Tim，与几年前相比，现在的汽车制造商（OEMs）对固态电池的看法有什么不同？
在 7:20 处，Tim 回应道：“变化在于我们积累了更多现实世界的实践经验，并且开始为实际演示交付产品。”
主持人接着问 Tim，Quantum Scape（QS）目前面临的主要挑战是什么。
在 18:08 处，Tim 回应道：“关于固态电池的传统观点认为，主要挑战在于压力问题——你能否在低压下运行？我们已经证明，我们的电池不需要在压力下运行，我认为这很大程度上归功于我们的[陶瓷]隔膜。因此，这使我们能够在低压下运行。所以我认为这是已经解决的一个主要挑战。”
“我们分两个阶段完成了这项工作，分别是在去年和今年推出的。你提到了 Cobra（科布拉），这是我们当前迭代产品的代号，它将那个关键步骤的时间从几小时缩短到了几分钟。这对于实现规模化生产至关重要。我认为这是对我们技术的一次重大突破，将使我们能够应对电池市场所需的吉瓦时、数百吉瓦时乃至太瓦时的产能。”
Tim 还解释说，他们正在与 PowerCo 紧密合作，将他们的技术应用到正在德国、西班牙和加拿大建设的超级工厂中。