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電池領(lǐng)域重大突破,這家公司要取締特斯拉?

Aaron Pressman
2020-12-10

QuantumScape表示,測試中該公司的鋰金屬電池比當(dāng)前相同尺寸的鋰離子電池提供的存電量更大,充電更快,而且可以在低溫下運(yùn)行。

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由比爾?蓋茨和大眾汽車(Volkswagen)支持的電池初創(chuàng)公司QuantumScape表示,其新技術(shù)有望在四年內(nèi)為低價(jià)的遠(yuǎn)程電動(dòng)汽車提供動(dòng)力。

該公司周二表示,測試中該公司的鋰金屬電池比當(dāng)前相同尺寸的鋰離子電池提供的存電量更大,充電更快,而且可以在低溫下運(yùn)行。電池也可以反復(fù)充電,而不會(huì)降低性能,避免出現(xiàn)常見的電池問題。

QuantumScape認(rèn)為,其技術(shù)對于汽車制造商來說成本會(huì)更低,并且能為汽車提供更長時(shí)間的動(dòng)力。如果該公司能夠大量制造新電池,他們就可以取代特斯拉(Tesla)和雪佛蘭(Chevrolet)等公司目前使用的鋰離子電池。

QuantumScape CEO賈格迪普?辛格向《財(cái)富》雜志說道:“我們的目標(biāo)就是這樣,即制造一款能夠幫助電動(dòng)汽車成為主流的電池。這項(xiàng)技術(shù)有可能在未來幾年內(nèi)實(shí)際應(yīng)用于路上行駛的汽車上。”

不過,這些演示是在QuantumScape小版本電池上進(jìn)行的,該電池大約與一張厚的撲克牌尺寸相同,而不像汽車中使用的笨重電池組。該公司仍然必須證明,它可以制造更大的電池,以及可以批量生產(chǎn)電池。

大眾汽車已同意向這家初創(chuàng)公司投資3億美元,持有其股權(quán),并同意與QuantumScape合作建立一家合資制造企業(yè)。大眾汽車表示,它希望在2025年可以利用QuantumScape的技術(shù)生產(chǎn)汽車電池。

對于QuantumScape,增加產(chǎn)量需要時(shí)間。如果一切按計(jì)劃進(jìn)行,其預(yù)計(jì)收入將逐步增長,從2025年的3900萬美元增長到2026年的2.75億美元,到2027年將達(dá)到32億美元。

辛格說:“我們希望收入的增長比這更快一些,但現(xiàn)實(shí)是做不到。我們現(xiàn)在到了這一步,我們已經(jīng)獲得了材料,且已經(jīng)向人們展示了它們的效力,現(xiàn)在我們需要一個(gè)好的團(tuán)隊(duì),了解他們所從事的工作就是擴(kuò)大生產(chǎn)和建立工廠?!?/p>

QuantumScape似乎是在飽和的市場中占據(jù)領(lǐng)先地位。因?yàn)樵S多初創(chuàng)公司和大型汽車制造商都正在努力改進(jìn)電池。特斯拉在9月份表示,其計(jì)劃對電池進(jìn)行的改進(jìn)將降低成本,增加電池支持的里程數(shù),而無需采用新技術(shù)。然而,特斯拉CEO埃隆?馬斯克之前曾對電池做出重大承諾,但其承諾未能實(shí)現(xiàn)。

QuantumScape的主要?jiǎng)?chuàng)新之一是用金屬條取代當(dāng)今鋰離子電池中的液體。這使得電池體積更小、更安全,因?yàn)楝F(xiàn)在的電池中的液體是可燃的。

在演示中,QuantumScape表示,其能夠在15分鐘內(nèi)將電量耗干的電池充電到80%,所花時(shí)間約為當(dāng)今電動(dòng)汽車電池所需時(shí)間的三分之一。QuantumScape還在低至零下30攝氏度的溫度下運(yùn)行電池。該公司不斷反復(fù)為電池充電,以表明它與當(dāng)今的電池技術(shù)一樣,可以為汽車提供數(shù)十萬英里的動(dòng)力。

QuantumScape上月與一家名為Kensington Capital Acquisition的特殊目的收購公司合并上市。這招致了更多的審查,因?yàn)槠渌褂眠@種技術(shù)的公司,如零排放汽車制造商尼古拉(Nikola),后來遇到了問題。

但QuantumScape似乎更堅(jiān)定了立場,因?yàn)樗呀?jīng)與大眾汽車合作了幾年,并且已經(jīng)向美國證券交易委員會(huì)(Securities and Exchange Commission)提交了與主要制造商簽署的協(xié)議的副本。尼古拉在宣布與通用汽車公司(General Motors, GM)合作時(shí)沒有與通用汽車公司簽署協(xié)議,而通用汽車最終放棄了對這家初創(chuàng)公司的投資。

此外,與其他一些經(jīng)炒作而后陷入麻煩的初創(chuàng)公司不同,外部專家已經(jīng)能夠評估QuantumScape的新技術(shù)。

紐約州立大學(xué)賓漢頓分校(State University of New York, Binghamton)教授斯坦利?惠廷厄姆支持QuantumScape的演示,他因開發(fā)鋰離子電池而獲得諾貝爾化學(xué)獎(jiǎng)。他說道,來自該公司的數(shù)據(jù)支持其聲明,是“從未被報(bào)道過的事情。如果QuantumScape能夠?qū)⑦@項(xiàng)技術(shù)投入大規(guī)模生產(chǎn),它就有潛力改變這個(gè)行業(yè)。”

卡內(nèi)基梅隆大學(xué)(Carnegie Mellon)教授文卡特?維斯瓦納坦說道,其他研究人員幾十年來一直在努力開發(fā)鋰金屬電池,但沒有演示出所有必要的特性。他告訴《財(cái)富》雜志:“最值得注意的是,這種快速充電效果對于鋰金屬電池,甚至傳統(tǒng)電動(dòng)汽車電池來說都是前所未有的?!?/p>

QuantumScape CEO辛格說,QuantumScape已有10年歷史,而比爾?蓋茨作為公司的早期投資者向他提出了建議。辛格表示:“說實(shí)話我以為他對化學(xué)一無所知,而我們對化學(xué)了如指掌。但是,當(dāng)他認(rèn)為什么事情重要時(shí),他可以深入研究并成為該領(lǐng)域的專家……他已經(jīng)深入到這一領(lǐng)域?!?/p>

QuantumScape的董事會(huì)成員有特斯拉聯(lián)合創(chuàng)始人兼前首席技術(shù)官JB?斯特勞貝爾、科萊勒?帕金斯公司(Kleiner Perkins)的著名風(fēng)險(xiǎn)投資家約翰?杜爾和負(fù)責(zé)大眾汽車電池研究的弗蘭克?布拉姆。(財(cái)富中文網(wǎng))

翻譯:郝秀

審校:汪皓

由比爾?蓋茨和大眾汽車(Volkswagen)支持的電池初創(chuàng)公司QuantumScape表示,其新技術(shù)有望在四年內(nèi)為低價(jià)的遠(yuǎn)程電動(dòng)汽車提供動(dòng)力。

該公司周二表示,測試中該公司的鋰金屬電池比當(dāng)前相同尺寸的鋰離子電池提供的存電量更大,充電更快,而且可以在低溫下運(yùn)行。電池也可以反復(fù)充電,而不會(huì)降低性能,避免出現(xiàn)常見的電池問題。

QuantumScape認(rèn)為,其技術(shù)對于汽車制造商來說成本會(huì)更低,并且能為汽車提供更長時(shí)間的動(dòng)力。如果該公司能夠大量制造新電池,他們就可以取代特斯拉(Tesla)和雪佛蘭(Chevrolet)等公司目前使用的鋰離子電池。

QuantumScape CEO賈格迪普?辛格向《財(cái)富》雜志說道:“我們的目標(biāo)就是這樣,即制造一款能夠幫助電動(dòng)汽車成為主流的電池。這項(xiàng)技術(shù)有可能在未來幾年內(nèi)實(shí)際應(yīng)用于路上行駛的汽車上?!?/p>

不過,這些演示是在QuantumScape小版本電池上進(jìn)行的,該電池大約與一張厚的撲克牌尺寸相同,而不像汽車中使用的笨重電池組。該公司仍然必須證明,它可以制造更大的電池,以及可以批量生產(chǎn)電池。

大眾汽車已同意向這家初創(chuàng)公司投資3億美元,持有其股權(quán),并同意與QuantumScape合作建立一家合資制造企業(yè)。大眾汽車表示,它希望在2025年可以利用QuantumScape的技術(shù)生產(chǎn)汽車電池。

對于QuantumScape,增加產(chǎn)量需要時(shí)間。如果一切按計(jì)劃進(jìn)行,其預(yù)計(jì)收入將逐步增長,從2025年的3900萬美元增長到2026年的2.75億美元,到2027年將達(dá)到32億美元。

辛格說:“我們希望收入的增長比這更快一些,但現(xiàn)實(shí)是做不到。我們現(xiàn)在到了這一步,我們已經(jīng)獲得了材料,且已經(jīng)向人們展示了它們的效力,現(xiàn)在我們需要一個(gè)好的團(tuán)隊(duì),了解他們所從事的工作就是擴(kuò)大生產(chǎn)和建立工廠?!?/p>

QuantumScape似乎是在飽和的市場中占據(jù)領(lǐng)先地位。因?yàn)樵S多初創(chuàng)公司和大型汽車制造商都正在努力改進(jìn)電池。特斯拉在9月份表示,其計(jì)劃對電池進(jìn)行的改進(jìn)將降低成本,增加電池支持的里程數(shù),而無需采用新技術(shù)。然而,特斯拉CEO埃隆?馬斯克之前曾對電池做出重大承諾,但其承諾未能實(shí)現(xiàn)。

QuantumScape的主要?jiǎng)?chuàng)新之一是用金屬條取代當(dāng)今鋰離子電池中的液體。這使得電池體積更小、更安全,因?yàn)楝F(xiàn)在的電池中的液體是可燃的。

在演示中,QuantumScape表示,其能夠在15分鐘內(nèi)將電量耗干的電池充電到80%,所花時(shí)間約為當(dāng)今電動(dòng)汽車電池所需時(shí)間的三分之一。QuantumScape還在低至零下30攝氏度的溫度下運(yùn)行電池。該公司不斷反復(fù)為電池充電,以表明它與當(dāng)今的電池技術(shù)一樣,可以為汽車提供數(shù)十萬英里的動(dòng)力。

QuantumScape上月與一家名為Kensington Capital Acquisition的特殊目的收購公司合并上市。這招致了更多的審查,因?yàn)槠渌褂眠@種技術(shù)的公司,如零排放汽車制造商尼古拉(Nikola),后來遇到了問題。

但QuantumScape似乎更堅(jiān)定了立場,因?yàn)樗呀?jīng)與大眾汽車合作了幾年,并且已經(jīng)向美國證券交易委員會(huì)(Securities and Exchange Commission)提交了與主要制造商簽署的協(xié)議的副本。尼古拉在宣布與通用汽車公司(General Motors, GM)合作時(shí)沒有與通用汽車公司簽署協(xié)議,而通用汽車最終放棄了對這家初創(chuàng)公司的投資。

此外,與其他一些經(jīng)炒作而后陷入麻煩的初創(chuàng)公司不同,外部專家已經(jīng)能夠評估QuantumScape的新技術(shù)。

紐約州立大學(xué)賓漢頓分校(State University of New York, Binghamton)教授斯坦利?惠廷厄姆支持QuantumScape的演示,他因開發(fā)鋰離子電池而獲得諾貝爾化學(xué)獎(jiǎng)。他說道,來自該公司的數(shù)據(jù)支持其聲明,是“從未被報(bào)道過的事情。如果QuantumScape能夠?qū)⑦@項(xiàng)技術(shù)投入大規(guī)模生產(chǎn),它就有潛力改變這個(gè)行業(yè)?!?/p>

卡內(nèi)基梅隆大學(xué)(Carnegie Mellon)教授文卡特?維斯瓦納坦說道,其他研究人員幾十年來一直在努力開發(fā)鋰金屬電池,但沒有演示出所有必要的特性。他告訴《財(cái)富》雜志:“最值得注意的是,這種快速充電效果對于鋰金屬電池,甚至傳統(tǒng)電動(dòng)汽車電池來說都是前所未有的?!?/p>

QuantumScape CEO辛格說,QuantumScape已有10年歷史,而比爾?蓋茨作為公司的早期投資者向他提出了建議。辛格表示:“說實(shí)話我以為他對化學(xué)一無所知,而我們對化學(xué)了如指掌。但是,當(dāng)他認(rèn)為什么事情重要時(shí),他可以深入研究并成為該領(lǐng)域的專家……他已經(jīng)深入到這一領(lǐng)域?!?/p>

QuantumScape的董事會(huì)成員有特斯拉聯(lián)合創(chuàng)始人兼前首席技術(shù)官JB?斯特勞貝爾、科萊勒?帕金斯公司(Kleiner Perkins)的著名風(fēng)險(xiǎn)投資家約翰?杜爾和負(fù)責(zé)大眾汽車電池研究的弗蘭克?布拉姆。(財(cái)富中文網(wǎng))

翻譯:郝秀

審校:汪皓

QuantumScape, a battery startup backed by Bill Gates and Volkswagen, said its new technology is on track to be able to power cheap, long-range electric vehicles within four years.

The company’s lithium-metal battery offered greater capacity in testing than similar-size current lithium-ion batteries, could recharge more quickly, and could operate at low temperatures, the company said Tuesday. The battery could also be recharged repeatedly without degrading, avoiding a common problem with batteries.

QuantumScape argued that its technology would be cheaper for car manufacturers and provide cars with power over a longer period of time. If the company can manufacture the new batteries in large numbers, they could displace the lithium-ion batteries currently used by companies like Tesla and Chevrolet.

“That’s really our goal, to build a battery that could help EVs become more mainstream,” CEO Jagdeep Singh told Fortune. “The potential now exists for this technology to make its way into real cars on real roads within the next few years.”

Still, the demonstrations were carried out on a small version of QuantumScape’s battery, about the size of a thick playing card, instead of the hefty battery packs used in cars. The company must still prove that it can manufacture larger batteries and in high quantities.

Volkswagen has agreed to invest up to $300 million in the startup, taken an ownership stake, and also agreed to partner with QuantumScape on a manufacturing joint venture. Volkswagen has said it’s looking to produce car batteries with QuantumScape’s technology in 2025.

For QuantumScape, ramping up production will take time. If all goes as planned, it expects revenue to grow gradually from $39 million in 2025 to $275 million in 2026 to $3.2 billion in 2027.

“We’d love it to be faster than that, but the reality is you can’t,” Singh said. “Where we are today is, we’ve got the materials, we’ve shown they work, and now we need a good team that knows what it’s doing scaling up production and building factories.”

QuantumScape appears to be taking the lead in a crowded field. A number of startups are working to improve batteries as are the big automakers. Tesla said in September that planned modifications to its batteries will lower costs and increase range without requiring new technology. However, Tesla CEO Elon Musk has previously made big promises about batteries and then failed to achieve them.

One of QuantumScape’s key innovations is to replace the liquid in today’s lithium-ion batteries with a strip of metal. That makes the batteries smaller and is supposed to make them safer, since the liquid in today’s batteries is combustible.

In its demonstrations, QuantumScape said it was able to recharge a depleted battery to 80% full in just 15 minutes, about one-third the time required by today’s EV batteries. It also ran the battery at temperatures as low as –30 degrees Celsius. And the company frequently recharged the battery over time to show that it could power a car over hundreds of thousands of miles, just as good as today’s battery technology.

QuantumScape went public last month by merging with a special purpose acquisition company called Kensington Capital Acquisition. That has drawn additional scrutiny, since other companies that have used the technique, like emission-free vehicle builder Nikola, later ran into problems.

But QuantumScape appears to be on firmer ground since it has already been working with Volkswagen for several years and has filed copies of its signed agreements with the major manufacturer with the Securities and Exchange Commission. Nikola did not have a signed deal with General Motors when it announced its partnership, and GM ultimately backed out of investing in the startup.

Also, unlike some other hyped startups that later ran into trouble, outside experts have been able to assess QuantumScape’s new technology.

Stanley Whittingham, a professor at State University of New York, Binghamton, who won the Nobel Prize in chemistry for his work developing lithium-ion batteries, endorsed QuantumScape’s demonstration. Data from the company, he said, backs its claims and is “something that has never before been reported. If QuantumScape can get this technology into mass production, it holds the potential to transform the industry,” Whittingham noted.

Other researchers have been working for decades to develop lithium-metal batteries, but without demonstrating all of the necessary characteristics, said Carnegie Mellon professor Venkat Viswanathan, who has been advising QuantumScape. “Most notable, the fast-charging results are unprecedented for lithium-metal batteries and even for traditional EV batteries,” he told Fortune.

QuantumScape CEO Singh said that Bill Gates, an early investor in the 10-year-old company, has given him advice. “I didn’t honestly think he knew anything about chemistry, and we are all about chemistry,” Singh said. But “when he thinks something is important he can dive really deep and become an expert in that area…He has gotten very deep into this area.”

QuantumScape’s board includes Tesla cofounder and former chief technology officer JB Straubel, well-known Kleiner Perkins venture capitalist John Doerr, and Frank Blome, who oversees battery research at Volkswagen.

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