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QuantumScape’s Cobra Process Enters Baseline Production, Cuts Solid-State Battery Time Tenfold

Its implementation paves the way for gigawatt-scale manufacturing under a non-exclusive deal with Volkswagen’s PowerCo.

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QuantumScape's battery relies on a proprietary ceramic separator material as its core component.
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Overview

  • QuantumScape has fully integrated the Cobra separator process into its baseline production, achieving roughly ten times faster throughput and a significantly reduced equipment footprint.
  • Compared with its previous Raptor process, Cobra offers approximately 25 times faster heat-treatment speeds and shrinks the physical space needed for separator manufacturing.
  • The company holds a non-exclusive license with Volkswagen’s PowerCo to produce up to 40 gigawatt-hours of solid-state cells annually, with an option to expand to 80 GWh.
  • Shares of QuantumScape jumped nearly 30% in after-hours trading following the announcement of Cobra’s production integration.
  • As a pre-revenue firm reporting a $517 million operating loss over the last year, QuantumScape faces a competitive solid-state battery market that includes Toyota, Samsung SDI, LG Chem and Solid Power.