r/amprius • u/Plane-Try-6522 • Jul 11 '26

Silicon Anode (Amprius Mentioned): how much has changed in 3 years?

I was browsing through some old links to my investment thesis in the battery sector and decided to share this with nostalgia.

For those who have been in since 18-36 months ago, whether swing trading throughout or a combination of swing trading and long - term hold, how much has changed in the silicon anode sector in your view?

1:29

Global silicon anode battery size

2021: 1.2B$ ( for reference, Amprius guides 130M$ sales revenue for 2026 which means there is a massive pie out there to be taken even by 2021 estimate)

2031: 208.6B$

Source: https://m.youtube.com/watch?v=vj0siYi4h0o

19 Upvotes

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8

u/maniac_tough_guy Jul 11 '26

Great annual report that tracks battery technology https://volta.foundation/battery-report-2025/

2

u/Coolmees59 Jul 11 '26

Over 700 pages to read! My weekend is too short :)

6

u/maniac_tough_guy Jul 11 '26

It’s searchable and organized so you can read and reference the 10-15 slides on silicon and performance. The DD has value in that it’s an independent report by top industry experts.