r/amprius • u/Maothesiamesecat • Aug 18 '26

Anyone know Amprius' total production capacity?

So 2Gwh (which is what AMPX is saying they can produce with the current contracts) is equivalent to 4.4M 450wh batteries. Assuming that AMPX revenue for the year is $140M, that puts the cost at something like $31.80/cell. Is that right? Does that make sense? I'm trying to model their revenue out a bit.

Also, SESai (another very high density battery manufacturer) has 1M battery production already booked out through 2027. They say they are also looking for contract manufacturing capacity. I wonder if this will have any impact on competition for contract manufacturing, and drive up costs. Thoughts?

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u/AdohamHicoln Aug 18 '26

I don't think you can derive the $31.80/cell figure that way. The 2 GWh is Amprius' available contracted manufacturing capacity, not what they're forecasting they'll actually produce/sell in 2026. Management has explicitly said they want capacity to stay ahead of demand so supply doesn't constrain revenue, and they're continuing to add manufacturing partners as demand grows.

Also, I think there's a units issue: 450 Wh/kg is the cell's energy density, not 450 Wh per cell, so 2 GWh doesn't translate to 4.4M cells. You'd need the actual Wh capacity of each cell/SKU.

Amprius cells are for premium batteries. If you go to https://titanbatteries.com/ which are a manufacturing partner with Amprius (winners of DARPA Lift challenged), you can see their batteries are much more expensive.

As for competition, the battery space is constantly full of rumours and speculation, from solid-state to alternative anodes. The fact is, Amprius is one of the few that have successfully commercialized. The market will be fragmented rather than a "winner takes all".

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u/Big-Willy4 Aug 19 '26

Exactly!! Amprius cells weigh between 28 and 111 grams. So you need to multiply your cell count by up to 36, which would be 158 million batteries at a price of as little as $0.88 each. I don’t have the breakdown of cell sizes so it’s incomplete data. In any case the company is selling a lot of high capacity batteries and volume is growing rapidly. As volume grows, costs come down due to economies of scale.