Industry Value Chain

Cellforce Group: Learnings & Takeaways Scale Rules Everything Scale is the primary cost-driver. While CFG succeeded in R&D and pilot production of high-performance cells, the necessary step to commercial success - achieving competitive cost-per-kilowatt-hour - requires global volumes. Small scale manufacturers cannot compete with the harsh economies of global battery manufacturing dominated by Asian Tier 1 suppliers

R&D vs. Reality

Trend Awareness

Battery mass production and high-volume manufacturing are not only technology-driven businesses but also commodity businesses.

The restructuring was catalyzed by the slower-than-expected ramp-up of electromobility and disappointing regional sales.

As a result, a scalable, professional, and reliable value chain is of the utmost importance.

This underscores the inherent volatility in new technology adoption and the risk of building fixed industrial capacity based on overly optimistic growth and sales forecasts.

Source: Germany's Porsche is closing battery subsidiary Cellforce, reports say; Porsche focuses battery activities on cell and system development; Porsche halts Cellforce battery production plans;

Talent Impact The decision to cut approximately 70% of staff risks causing a critical mass of battery specialists to scatter to other competitors, to change their field and subsequently disrepute the industry, potentially hindering the development of the national battery cluster

Extracted from the PDF; charts and images may read imperfectly.