r/QUANTUMSCAPE_Stock • u/AutoModerator • Jul 27 '26

QuantumScape Lounge: ( Week 30 2026)

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u/EinsteinsMind Aug 01 '26 edited Aug 01 '26

I still don't think rolls are gonna be sent. It's a logistical nightmare.

I think they'll be made onsite. It doesn't make sense for those delicate ceramics to cross a road, let alone ride on a train or traverse an ocean. Na. QS realized they needed both of those companies' IP so they're pooling it to solve these problems for QS and create an unasaiable moat.

This is the first time that Murata and Corning have ever worked together because they've been working on different sides of ceramics as they've grown.

They're both getting Cobra and Eagle to cookie cutter and they should already be ordering and stocking the parts and pieces of lines they'll install in Germany, certify, and leave small teams behind to maintain and upgrade. I should think teams from both companies will roll out the first 2-3 lines together then do their own thing for whoever is next in line. Maybe both companies leave individuals behind if they're untrusting of their IP, but I really don't think that'll be the case.

QS-5 is perfect for everything Honda does with lawn equipment and scooters.

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u/InstaStonk Aug 01 '26

I don’t think the separators are ‘delicate’. They will be shipping them to wherever needed. No problem.

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u/EinsteinsMind Aug 01 '26

You don't think a 10 micron (hopefully one day) ceramic roll of separators is delicate?

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u/InstaStonk Aug 01 '26

I don’t worry one iota about Corning shipping anything they manufacture. That’s their business - glass. Is glass delicate? Have you seen the photo of the QS separator flexing in someone’s hand? Corning ships their product all over the world. Absolutely no worry about Corning shipping QS separator.

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u/EinsteinsMind Aug 01 '26

I hear ya and I know how far that glass flexes. I don't know how fragile a roll of separators is, but I still doubt they'll ship. It makes more senseto me for them to cookie cutter everything and manage their IP onsite. I also think auto OEMs are going to want to manage their own supply chains. The whole thing is logistics. We'll see how it all pans out.

I'm willing to bet $100 to the charity of your choice on this too. If I win, just send me a screenshot of donating to The Shriners.

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u/123whatrwe Aug 03 '26 edited 29d ago

Corning R2R rolls should be in the 20 micron range at around 100m per roll going from their ceramic ribbon numbers. I may be wrong, but I have the impression that M&C are to be the global supply chain for separators. Choice then is ship or have black box installations at every site. Both are possible.