Don't know so much as a threat but I would assume that Amprius and their silicon - nanowire will be announced on BD as the "alien tech" , but from what I can gather it will be for further down the track , so their current silicon - graphite mix looks to me like a stop - gap between lithium-ion & silicon - nanowire and they are currently supplying this (silicon-graphite) to car companies in Asia , Europe & the U.S for testing . Their move to Kato rd has been officially put down to nothing more than their current lease not being renewed & cheaper rent ......... Tesla to aquire Amprius ??? ........... NVX to supply the graphite ???
Tesla has potential to be a large battery supplier: Morgan Stanley, page-19
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