Robert Roth
Jan 29, 2023

Assume it takes 3 to 5 years to qualify a new battery technology and ramp up production in - to 2 years. This would be close to the cycle of semiconductor. Each new generation semi process takes about 4 years. But in the middle of that process another technological leap starts. So every 2 years or so the price and performance improves. I wonder if battery evolution will follow a similar cycle. Perhaps not as reducing the price or improving performance for EV likely will not drive sales every higher once range hits sat 600 miles and cost drop to $1000. Maybe by 2040?

Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

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