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This company seems like the real deal, and it seems like they have managed to actually start manufacturing cells. What they haven't done, is create batteries wh
by s1mon 4y ago
This company seems like the real deal, and it seems like they have managed to actually start manufacturing cells. What they haven't done, is create batteries which are likely to be used in electric vehicles which carry people yet. The web site [0] has data sheets for 4 sizes of cells, from "eyewear" to "smartphone/laptop". While they claim energy densities that are much higher than conventional cells, none of these are as big as 18650, 2170, or 4680.
There's reference to higher capacity cells in this presentation [1], but they are sited as design targets, which I take to mean: they only exist on paper. They also try to sell 100% packing density since they are prismatic instead of the conventional cylindrical cells. In one of their videos they say that they get less than 2% swelling after 500 charge cycles. So how does one get 100% packing density if the cells even only swell to 2%?
After many years of experience, I do not trust any battery vendor's mechanical specs. Inevitably "<2%" will be a lot higher than that. Battery companies can't even get the static cell size correct with proper tolerances, let alone truthfully report the swelling.
The 3 cofounders spent ~20 years at IBM San Jose before going on to other things. There are also a lot of very senior people from the auto industry and other top tier tech companies like Cypress. Enovix has 94 patents (+63 pending), 14 years of R&D and $254M in funding to get to this point. Their videos have much more detail. [2]
According to their CEO, the first shipping product is in wearables (watches). From what they are saying about volumes and ramp plan, I wonder if they might be working with Apple. They're also working with AR companies, developing products specifically for them.
[0] https://www.enovix.com https://www.enovix.com
[1] https://www.enovix.com/wp-content/uploads/2022/06/Ashok-Lahiri_Enovix-AABC-Europe-Final-Stand-Alone.pdf https://www.enovix.com/wp-content/uploads/2022/06/Ashok-Lahi...
[2] https://vimeo.com/enovix https://vimeo.com/enovix
- lta 4y agoI wish they also talked about the recycling strategy, because right now, afak, recycling is almost impossible for all of those batteries.