Enovix: battery breakthrough?

Enovix has developed a 3D silicon lithium-ion battery, which is 5-years ahead of the broader industry, with 2x higher energy density, around 900Wh/liter.

Specifically, silicon has up to 10x higher energy density than graphite as an anode material, but it is prone to swelling 300-400% when charging/discharging, and Enovix’s solution aims to overcome this issue.

The company went public via SPAC in February-2021, acquired by Rodgers Silicon Valley, with an implied post-deal valuation of $1.12bn.

This data-file assesses 10 Enovix patents from 2019-20, using our methodology for evaluating early-stage technology breakthroughs. Thus we have scored the specificity and intelligibility of Enovix’s core technology. Our conclusion are laid out in the data-file.

StoreDot: battery breakthrough?

StoreDot is developing “extreme fast-charging” batteries for electric vehicles, using a proprietary range of nanomaterial additives. It claims its prototype cells can charge 5-6x faster than conventional lithium ion.  The company is based in Israel, has raised over $130M, and secured backing from BP, Daimler and Samsung.

This data-file assesses 10 StoreDot patents from 2019-20, using our methodology for evaluating early-stage technology breakthroughs. Thus we have scored the specificity and intelligibility of StoreDot’s core technology. Our conclusion are laid out in the data-file.

Quantumscape: battery breakthrough?

This data-file reviews 25 of QuantumScape’s 2019-20 patents, in order to substantiate its claims of a solid-state battery than can achieve c50-100% higher energy density than conventional lithium ion batteries, 3x faster charging, while also surviving hundreds of charge-discharge cycles without degradation.

The single largest patent challenge that QuantumScape was aiming to overcome was manufacturing methods, discussed in 75% of the patents. This augurs well for transitioning into production mode.

Preventing dendrites and ensuring cell longevity were related, joint-second focus areas. Quantumscape is light years ahead of competitors, but the longevity is not fully de-risked by these patents.

Quantumscape’s proprietary cell designs are also assessed in the data-file,ranging from electrolytes and catholytes to more cutting-edge moonshots.