QuantumScape Corporation

QSsupplier

QuantumScape is developing solid-state lithium-metal batteries that promise higher energy density, faster charging, and improved safety compared to conventional lithium-ion cells. Backed by Volkswagen, it aims to commercialize a breakthrough battery technology for electric vehicles.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($0.02B)

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Development-Stage Revenue (60%)

Grants & Licensing (40%)

Segment Breakdown & Key Customers

Product Details

Solid-State Lithium-Metal Cells70%

Next-generation anode-free solid-state battery cells with ceramic separators

QSE-5 Prototype Cells20%

B-sample solid-state cells for automotive validation

Separator Technology Licensing10%

Proprietary ceramic solid-electrolyte technology licensing

Supply Chain Relationships

Competitors

CATL (Contemporary Amperex Technology)

Next-gen battery technology

Impact: Competing in solid-state R&D

Panasonic Energy (Panasonic Holdings)

Battery cell technology

Impact: Competing for next-gen EV batteries

Key Customers

Tesla, Inc.

Potential future solid-state cells

Impact: Prospective — not yet supplying

Macro & Market Context

EV / 배터리Sector News

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Upcoming Catalysts

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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AI Analysis

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Company Info

Headquarters

San Jose, California, USA

Founded

2010

Employees

850+

Website

quantumscape.com

Sector Overview — EV / 배터리

Sector News