Cost drop and faster charging coming soon. Group 14 shipping of Si anode materials to consumer applications now and by the ton to the auto industry for qualification plus $400 million investment with lead by Porsche and other investors followed by $100 million from Biden all aimed at production ramp suggests this could be a big deal. All battery vendors can shift existing production lines to Si anodes for lower cost and higher energy density. 50% higher. Plus faster charge time.
The forecast is for a big jump in performance and lower price.