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šŸ”šŸ„š The Battery Digitalization Chicken-and-Egg Problem

Writer: Emin AskerovEmin Askerov

Whatā€™s the equivalent of the chicken-and-egg problem in industrial digitalization? You need data to optimize production, but production has to be running to generate that data.


This classic loop is hitting hard in high-growth industries like battery manufacturing. When launching a gigafactory, high-speed production lines need data-driven optimization to cut down on waste. But hereā€™s the bindā€”until that factory is up and running at scale, you simply donā€™t have the data you need. Itā€™s costly, too: according to Fraunhoferā€™s Mastering the Ramp Up of Battery Production report, initial gigafactories see scrap rates of 15-30%, and every 1% of scrap can bleed about ā‚¬10M per year.


The same problem holds back digital and AI startups focused on industrial optimization. They need high-volume production to gather data, train algorithms, and prove their value, but their clients arenā€™t producing enough data yet to make it worthwhile.


The Solution? The Foundry Model.


A new breed of battery companies is emerging to bridge this gapā€”dedicated cell and electrode foundries offering manufacturing-as-a-service. These foundries, operating with smaller capacities (a few hundred to several thousand MWh), work for multiple clients and specialize in providing the data-rich environment digital startups need to fine-tune optimization solutions.


By partnering with these foundries, both gigafactory operators and digitalization startups can gather the critical production data needed to minimize scrap rates before full-scale production begins. Fraunhofer is currently expanding its 200 MWh facility to 7GWh with exactly this idea in mind.


The result? Lower scrap, faster scaling, and positive cash flow soonerā€”shaving years off the ramp-up curve and setting up gigafactories for success.


šŸ’¬ Want to dive deeper into the foundry model or connect with an active electrode foundry? Drop me a message to learn more.


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© Emin Askerov, 2023.

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