QuantumScape Corporation (QS)

[solong]

That's a good question and there are a variety of ways we could see this unfold, others in this thread might be able to add other options as well.

1) remember we are only talking about 1 customer (VW) so IF QS keeps the intellectual rights along with any Patent rights then they could work with other manufacturers who might integrate their product into their own proprietary architecture.

A) this all depends on the deal they have with VW - is it a partnership/royalty arrangement/per unit manufactured?

B) Does VW decide to acquire them?

C) Does their agreements with VW provide VW with a lock on the QS rights for a fixed period of time? This could be similar to what Panasonic did with Tesla, Tesla had exclusive rights to the battery-as-storage solution (PowerWall) for a fixed period. A year or two ago Panasonic began selling the same product under the trade name EverVolt ( https://na.panasonic.com/us/energy-solutions/battery-storage/evervolt-battery-storage-system/evervoltr-home-battery )

I think VW will be the main manufacturing partner of QS, I couldn't find any other manufacturers involved with QS, so I'm guessing it's exclusive. And if you look at GM, Ford, the Chinese companies, BMW, Mercedes, Stellantis (Ram, Jeep, Chrysler, Fiat, Citroen, Opel, Peugeot, Alfa Romeo, Maserati, Lancia and others) they all have deals with some other tech or some other company developing their own brand of Solid State batteries. Examples of this would include Toyota and Honda who are working on their own versions.

These are the brands owned by VW: Volkswagen, Audi, Bentley, Porsche, Lamborghini, Audi, Bugatti, Skoda, SEAT, MAN, Scania, and a few more. It's not a bad idea to hitch your wagon to a powerhouse with deep pockets. And VW has been a partner since 2012 - I'm thinking it means QS and VW are tied at the hip.

Until we see details of the relationship, we're all just guessing and I'm not sure guessing is the best way to go. It would seem to make sense, with most of the World's other manufacturers committed to another party, that VW is the one and only. At some point we will see what that relationship means to the company (in the form of payments to QS) and it's price per/share...wish I had an answer to this, but I just have guesses and assumptions at this point.