VINCENT PLUVINAGE, PHD - NEXT GENERATION BATTERY TECHNOLOGY NEW GLOBAL SUPPLY CHAIN OPPORTUNITIES
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NEXT GENERATION BATTERY TECHNOLOGY
Presented
& at
NEW GLOBAL SUPPLY CHAIN OPPORTUNITIES Silicon Valley Business Forum
in Korea
on
Vincent Pluvinage, PhD May 11, 2021
© 2021 All rights reserved
Yimin Zhu, PhD
C o - Fo u n d e r & C h i e f Te c h n o l o g y O f f i c e r
A visionary in battery, fuel cell, and hybrid system development, Dr. Zhu has
contributed to signi cant breakthroughs in nanomaterials.
Since 2007, Dr. Zhu has led the development, production, and
commercialization of SINANODE battery technologies — rst at Nanosys and,
since the 2013 acquisition, at OneD.
Author of over 60 peer-reviewed papers and presenting his work at many
industry conferences, Dr. Zhu holds over 70 energy storage worldwide
patents and applications. He has dedicated himself to R&D and
commercialization of energy storage, nanomaterials, and devices since 1998,
rst at Yamanashi University (NEDO Researcher Zero Emission EVs, Japan)
and then in 2001 at Los Alamos National Laboratory (Scientist — Catalyst and
Fuel Cells).
He earned his PhD in Electrochemistry at the Chinese Academy of Sciences.
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M AY 2 0 2 1
fi
fi
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BAC KG R O U N D
R&D team, Manufacturing & Customer Technical Evaluations
Led by Co-founder & CTO Yimin Zhu, PhD
EV Customer Focus
SINANODE Manufacturing
SINANODE Pilot Production
Performance & Cost Optimization
Nanowires for Energy Storage
Quantum Dots for Displays
Foundation Nanomaterial IP
2000 2001 2007 2014 2017 2021
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M AY 2 0 2 1
S I N A N O D E T E C H N O L O G Y P L AT F O R M © 2021 All rights reserved 4 M AY 2 0 2 1
THE EV WORLD IS CHANGING…
FAST
WHY? HOW? WHEN?
Global Mandates EV Supply Chains 2021 Decisions
150M EVs
+ US$ 6 Trillion
Revenues
10M
VERTICAL INTEGRATION LOCALIZATION 2015-2020 2025-2030
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M AY 2 0 2 1
GROWTH IS ELECTRIC
EV sales will continue to increase, fueled by over $600bn of investment in the supply
chain – 2.8% forecast for 2019, 4.3% in 2020 and 14.8% in 2025
Total
Totalvehicle
vehiclesales
salesworld
world- Passenger
- Passengercar, light
car, duty
light vehicles,
duty buses
vehicles, andand
buses coaches
coaches Total Electric
Electric Vehicles
VehiclesSold
Sold--Upside
Upside
Total
TotalElectric
ElectricVehicles
VehiclesSold
Sold- -Base
Base Total Electric
Electric Vehicles
VehiclesSold
Sold--Downside
Downside
Million Units
Million unitsSold
sold
120 115 115 115 116 116 117 117
112 114 114 114 114
110 111
110 106 107 109
105
100 102
99 99 98
100 96 96
92
90
80 EVpenetration
EV Penetration 83%
Rate by Scenario
rate by scenario
70
60 72%
58%
50
35%
40 51% 61%
30 17%
31% 46%
20
15%
10 23%
2%
13%
0
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040
Source:
5 | Q3 2019 Forecast © Benchmark Mineral Intelligence 2019
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M AY 2 0 2 1
2025 DETERMINES THE
WINNERS OF THE EV R ACE
NOW
2025
2025 DETERMINES THE
WINNERS OF THE EV R ACE
NOW
2025
They will be powered by nanosilicon-graphite anodes
S I L I C O N I M PAC T S O U R L I V E S
Si is the second most abundant element on earth, after Oxygen
H U M A N C O M M U N I C AT I O N S N E T W O R K C O M M U N I C AT I O N S
SONY TR55 (1955) SAMSUNG GALAXY S10 US ROBOTICS MODEM (1994) SILICA OPTIC FIBERS
5 Silicon Transistors >450 billion 9600 Bits per Second 100 GB per Second
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M AY 2 0 2 1
S I L I C O N I M PAC T S E N E R GY D E M A N D & E N E R GY S U P P LY
E N E R GY S U P P LY ENERGY DEMAND
Solar Energy Renewable EV Electric
To Energy Storage GRID Charging Vehicles
Electricity Batteries Network Batteries
MORE ELECTRICITY BETTER BUFFERING FAS T E R R E C H A R G I N G LONGER RANGE
Silicon Silicon Silicon
Silicon Cycling Charging Energy
Efficiency Rate Speed Density
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M AY 2 0 2 1S I L I C O N G R A P H I T E A N O D E S D O M I N AT E N E A R A N D L O N G T E R M P R O J E C T I O N S
CELL ENERGY
150 200 250 >300 DENSITY (Wh/Kg)
GR APHITE/CARBON-SILICON >30% Si
GR APHITE/CARBON-SILICON 10 to 30+% Si
GR APHITE/CARBON-SILICONS I L I C O N I M PAC T S O U R L I V E S
Si is the second most abundant element on earth, after Oxygen
HIGHER ENERGY MOBILITY
WHY NANOWIRES:
Size
1 μm
Shape
Speed
100 TRILLION SINANODE NANOWIRES Scale
EV-GRADE GRAPHITE
Micron-size silicon oxide Silicon Nanowires Sustainability
< 7 wt. % has been mixed > 21 wt. % can be fused
to EV-grade graphite to EV-grade graphite
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M AY 2 0 2 1TECHNOLOGY BUSINESS MODEL BRAND PROPOSITION PATENT PORTFOLIO
Silicon nanowires fused to Ready to implement at scale for Multiple consumer messaging Over 200 granted patents and
graphite particles is superior 2025 model year while tting opportunities to differentiate applications protect our
across all performance metrics. into existing value chain at lower the EV battery. customers, partners, and their
$/kWh anode cost. investments in large scale anode
production and next generation
EV battery designs.
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M AY 2 0 2 1
fiTHE SINANODE STEP
Our manufacturing process integrates a step
into existing anode production by growing
1 μm
silicon nanowires onto graphite particles –
permanently fusing them in place.
SINANODE
Silicon Nanowires Fused to a Graphite Particle
on Commercial Graphite (over 100,000 trillion per kg)
1 ELECTRON + 1 LITHIUM ION
PER 6 CARBON ATOMS + 15 ELECTRONS + 15 LITHIUM IONS
PER 4 SILICON ATOMS
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M AY 2 0 2 1For 3D video, please go to: www.onedsinanode.com S I N A N O D E T E C H N O L O G Y P L AT F O R M © 2021 All rights reserved 15 M AY 2 0 2 1
+ -
✓ Energy Density Triples, Increasing Range ✓ Cost per kWh Decreases
✓ Charge Speed Increases ✓ Anode Weight Decreases
✓ Lifespan Increases ✓ Carbon Footprint Decreases
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M AY 2 0 2 1B AT T E R Y D E M A N D G R O W T H S I N A N O D E T E C H N O L O G Y P L AT F O R M © 2021 All rights reserved 17 M AY 2 0 2 1
THE SINANODE STEP
EV-GRADE GRAPHITE COMMERCIAL SILANE GAS (SiH4) CVD PROCESSING SYSTEM SILICON-ENHANCED EV GRAPHITE EV ELECTRODE COATING
• Multiple Suppliers • Used in Electronics & Solar • Commercial Equipment: Solar CVD Stacks • Silicon Nanowires Evenly Distributed & Fused • Standard Wet Coating Processes
• Natural or Synthetic • High Purity, Low Cost • Patented Process • Ready for Use in Any EV Cell Factory • New Dry Coating Processes
GLOBAL EV GRAPHITE PRODUCTION CAPACITY ANNUAL PROCESSING CAPACITY GLOBAL EV BATTERY PRODUCTION CAPACITY
2020: 450,000 tons 2 GWh Silicon-Graphite Anode Material per CVD Stack* 2020: 390 GWh
2025: Forecasted > 800,000 tons 2025: Forecasted > 890 GWh
*Wh = Ah x 3.6V
S I N A N O D E T E C H N O L O G Y P L AT F O R M © 2021 All rights reserved 18
M AY 2 0 2 1THE SINANODE STEP
REPL ACES THREE STEPS
MIXING SILICON
PURIFYING GRINDING IT TO
& G R A P H I T E W/
THE MGS NANO-SILICON
P O LY M E R
✓ Uniform nano-silicon distribution within graphite anode layer
BENEFITS: ✓ Electrically connected nano-silicon to graphite
✓ Fully compatible with both wet & dry electrode coating processes
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M AY 2 0 2 1S I N A N O D E M A N U FA C T U R I N G P R O C E S S
I N C R E AS E S E N E R G Y D E N S I T Y & R E D U C E S C O S T
ANODE ACTIVE MATERIALS
GR APHITE SINANODE
EV GR ADE THE SINANODE STEP EV GR ADE
• SILICON NANOWIRES
GR APHITE GR APHITE
1.3 kWh ≈TRIPLES 3.4 kWh
per kg per kg
ANODE CAPACITY
METRICS PROVIDED INCLUDE VARIABLE COSTS USING
COMMERCIAL EQUIPMENT & ALL REQUIRED INPUTS.
$6.20 ≈HALVES $3.30 SINANODE MATERIALS WITH HIGHER SILICON/
per kWh per kWh
ANODE COST / kWh GR APHITE R ATIOS ENABLE EVEN HIGHER CAPACITIES
AT LOWER COSTS.
Wh = 3.6 V x Ah.
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M AY 2 0 2 1ADOPTION PLAN TIMELINE
2021 2022 2023 2024
Commitment
D E D I C AT E D
SINANODE PILOT Setup EV Cell Optimization EV Cell Quali cation Next EV Cell Optimization
PROCESSING
Production
Begins
Project Planning Production
Ramp-up
L ARGE SCALE
SINANODE Capital Raise Building, Permitting, Commissioning
PROCESSING
Engineering Full Production
Design
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M AY 2 0 2 1
fiBRAND PROPOSITION
“Nanowired” silicon differentiates the SINANODE battery
from all others, giving OEMs a superior, patented
technology platform to leverage to consumers.
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M AY 2 0 2 1Examples:
PATENT PORTFOLIO OVERVIEW
A cornerstone of OneD’s electrochemical leadership,
our patent portfolio includes over 200 patents and
patent applications covering nanowire inventions
ranging from material structures to manufacturing
processes and equipment.
OneD's leading IP portfolio protects our customers, our
partners, and their investments in large scale anode
production and next generation EV battery designs.
Key Inventors:
Yimin Zhu
Chunsheng Du
Chumning Niu
Charles Lieber (Harvard U.)
Paul Alivisatos (now Berkeley U.)
Peidong Yang (now Berkeley U.)
Yi Cui (now Stanford U.)
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M AY 2 0 2 1S U C C E S S F U L LY L E V E R AG I N G T H E H I G H E ST S I L I C O N
IN GRAPHITE ANODES WILL DEFINE EV LEADERSHIP
✓ Delivers performance that cannot be matched with today’s silicon additives
✓ Scalable to meet 2024 production volumes
✓ Lowers cost as performance increases
✓ Compatible with the large material suppliers and EV cell makers
✓ Provides unique consumer-relevant differentiation
✓ Flexible to move up and down product segmentation tiers
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M AY 2 0 2 1Designed for Speed, Scalability, Sustainability S I N A N O D E T E C H N O L O G Y P L AT F O R M © 2021 –All rights reserved 25 M AY 2 0 2 1
THANK
YOU
www.onedsinanode.com
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