QuantumScape (QS) Investor presentation summary

Technology innovation and product performance

• Solid-state, anode-free battery architecture enables higher energy density, fast charging, and improved safety compared to conventional lithium-ion batteries.

• QSE-5 cell achieves 844 Wh/L energy density, 301 Wh/kg, and charges from 10–80% in under 15 minutes.

• Over 95% energy retention after 1,000+ full cycles demonstrated in prototype testing by PowerCo.

• Eliminates graphite anode, reducing costs and supply chain dependency.

• Ceramic solid-state separator is nonflammable and supports high-rate cycling of lithium-metal anodes.

Commercialization strategy and partnerships

• Strategic blueprint focuses on demonstration, distribution through partners, and ongoing technology development.

• Deep collaboration with Volkswagen Group and PowerCo, including joint development, licensing, and milestone-based payments.

• First live demonstration in Ducati V21L motorcycle at IAA Mobility, showcasing real-world application.

• Ecosystem includes partners like Murata and Corning for ceramic separator manufacturing.

• Partner engagement pathway moves from early sampling to technology transfer and high-volume production.

Manufacturing and scalability

• Eagle Line pilot production in San Jose operational, shipping cells to joint development partners and advancing field testing.

• Proprietary separator production roadmap targets 250x speed improvement via collaborations.

• Automated processes and AI-driven gains in quality, uptime, and throughput.

• Blueprint for scalable production to enable technology transfer and licensing to global partners.