I honestly think Sanyo/Panasonic supply agreement is more progressed than Samsung SDI.
Reasons being, Samsung SDI want full testing with Gen 3 furnaces at scale so they can then start placing orders once all the corporate governance is satisfied. The first Gen 3s have only just been installed and would be getting calibration sorted, possibly already starting to ramp materials, then ship to Samsung SDI for final testing.
Sanyo on the other hand is being sent materials already made from our Gen 2 facility for over 6 months or more now.
Be nice to lock in either of them Tier 1 EV battery manufacturers for no less than 20,000 TPA
I honestly think Sanyo/Panasonic supply agreement is more...
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