Thank you @Donald da for the writeup. This summarizes the major questions. The queries that I have are follows
- We know that by 26-27 onwards California, EU , UK are pushing NEVs ( BEV and PHEVs) by various regulatory push. As far as I understand that there are no changes in those. Will we start to see higher capacity utilizations due to that as we approach CY 26-27.
- Second concern is that OEMs as a means to diversify their supply chain have started approving Tier 2-3 suppliers outside of China. Are we a second source / third source supplier for the Tier 1s. If yes what are the ways that we can become 1st source.
- Has there been any interest for shunts from BMS manufacturers dealing with utility level battery storage ( also called BESS )
- How does the IP work in the shunt space? e.g. If an OEM approves some shunt designed which you have manufactured and optimized, do you also protect the manufacturing process via patents ?
I will update more questions as they come to my mind
| Subscribe To Our Free Newsletter |
