大众汽车旗下电池业务 PowerCo公司介绍 -Building a Global Battery Champion.pptx

The Unified Cell technology allows for low complexity standardization … … and a standard factory design, which all PowerCo gigafactories are set up to Vertical integration allows for a secure raw material supply chain … … with sustainability as an integral part of PowerCo‘s DNA VW talent pool and engineering know-how as important basis to scale operations Targeting further automotive and non-automotive customers PowerCo has a large demand pipeline from key customer Volkswagen Group PowerCo at a glance powercolBatteries .Forgenerations tocome 3 Nov. 2022 Equity Story PowerCo Incorporated as Société Européenne (SE) Executive Board and Supervisory Board in place since June 2022 Started with 350 employees on day 1, now at 500 and growing every day Ground breaking of lead plant in Salzgitter on 7th July 2022 Signed €3bn Umicore JV in September 2022 for cathode material production PowerCo has already reached significant milestones: powerco|Batteries .Forgenerations tocome 5 Vertical Integration Energy Storage Systems Equipment Technology Industrialization Key value drivers for PowerCo 6 Volkswagen Group demand for PowerCo 2025 Transitioning into the EV world - signficant scaling required across battery industry Global battery demand is mainly driven by mobility 2021A 2030E Mobility Stationary Storage Systems 2,981 240 GWh 27% 24% Source: Bloomberg NEF CAGR % p.a. [GWh] 0,022 3,267 0,149 0,371 7 Cell format stays the same, while the chemistry inside determines the capabilities (range and charging speed) The Unified Cell design approach ensures standardization of the battery and fits in 80% of VW Group upcoming BEVs Changing the approach - the Unified Cell (UFC) allows for speed agility Current Approach The Unified Cell powerco|Batteries .Forgenerations tocome. 8 Volume Balanced cost and performance Mainstream chemistry Best