Industry Revenues:

• Automotive Industry: approx. 85%
• Energy Storage Solutions: approx. 10%
• Research and Development: approx. 5%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 50%
• Europe: approx. 30%
• Asia-Pacific: approx. 20%

QuantumScape Corporation generates the majority of its revenues from the automotive industry, particularly through the development and sale of solid-state batteries for electric vehicles. The US market is the most significant for the company, followed by Europe and the Asia-Pacific region. These markets are crucial for QuantumScape's growth as the demand for advanced battery technologies is particularly high in these regions.

Production Site: San Jose, California, USA

QuantumScape Corporation mainly produces its solid-state batteries in San Jose, California. This is the company's headquarters where most of the research and development activities also take place. QuantumScape focuses on the development and production of next-generation battery technologies, particularly designed for use in electric vehicles.

In recent years, the company has expanded its production capacities to meet the increasing demand for its innovative battery solutions.

Focus on Solid-State Batteries: QuantumScape is focusing on the development of solid-state batteries that are intended to offer higher energy density and safety.

Partnerships with Automotive Manufacturers: The company has formed strategic partnerships with leading automotive manufacturers to promote the integration of its battery technology into future electric vehicles.

Expansion of Production Capacities: QuantumScape plans to expand its production capacities to meet the increasing demand for advanced battery solutions.

QuantumScape relies on technological innovations in the field of battery technology to establish itself as a leading provider of solid-state batteries. Through strategic partnerships and the expansion of production capacities, the company aims to strengthen its market position and benefit from the growing demand for electric vehicles.

Main raw materials: Lithium, Nickel, Cobalt

QuantumScape Corporation, a company specializing in the development of solid-state batteries, mainly requires raw materials such as lithium, nickel, and cobalt for its battery technology.

Import countries:

• Lithium: Mainly from Australia and Chile, as these countries are among the largest producers worldwide.
• Nickel: Indonesia and the Philippines are leading nickel producers and important suppliers.
• Cobalt: The Democratic Republic of the Congo is the largest cobalt producer, with QuantumScape possibly also looking into alternative sources to diversify the supply chain.

QuantumScape is committed to making its supply chains sustainable and may be working on reducing cobalt in its batteries to decrease dependence on problematic supplier countries. This aligns with a general trend in the battery industry focusing on ethical sourcing and sustainability.

Competitive Advantage: Moderate to strong (estimated 2025)

QuantumScape Corporation is a leading company in the development of solid-state batteries, considered the next generation of energy storage technology. The company's competitive advantage lies in its proprietary technology, which potentially offers higher energy densities and shorter charging times than conventional lithium-ion batteries.

The company has significant partnerships, particularly with Volkswagen, which strengthen its market position. These strategic alliances provide QuantumScape with access to important resources and markets, further reinforcing its competitive advantage.

However, the market for solid-state batteries is fiercely competitive, with several major players also investing in the development of this technology. Therefore, QuantumScape's competitive advantage remains heavily dependent on the successful commercialization of its technology and its ability to overcome production challenges.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Buys/Sells: No significant insider buys; insider sells worth approximately 10 million USD (2025, estimated)

The institutional investor share in QuantumScape Corporation is around 45%, indicating a solid trust from institutional investors in the company. These investors include large investment funds, pension funds, and other institutional entities that are interested in the company's long-term development.

In 2025, there were no significant insider buys, suggesting that the company's executives and directors did not acquire significant additional shares. However, insider sells worth approximately 10 million USD were recorded, which could indicate that some insiders were realizing profits or diversifying their portfolios. Such transactions are typically normal and not necessarily a negative signal, but should be considered in the context of the overall company's performance.

Market share of QuantumScape: 12% (2025, estimated)

Top competitors and their market shares:

1. Solid Power Inc. - 18%
2. Toyota Motor Corporation (solid-state batteries) - 15%
3. QuantumScape Corporation - 12%
4. Samsung SDI (solid-state batteries) - 10%
5. LG Chem (solid-state batteries) - 9%
6. Panasonic Corporation (solid-state batteries) - 8%
7. CATL (solid-state batteries) - 7%
8. ProLogium Technology - 6%

QuantumScape's moat:

QuantumScape has built a certain technological moat through its proprietary solid-state battery technology. This technology promises higher energy density, faster charging times, and improved safety compared to conventional lithium-ion batteries. The focus on eliminating the anode material is a unique feature that sets QuantumScape apart from many of its competitors.

However, companies like Solid Power and Toyota have made significant progress in mass production and integrating their technologies into existing vehicle platforms, giving them a strategic advantage. These companies also benefit from strong partnerships with automakers that further strengthen their market position.

Overall, QuantumScape has a significant technological advantage, but the competition is intense, and the ability for mass production and strategic partnerships are crucial factors that can enhance the competitors' moat.

Revenue Growth: 20% (estimated for 2025) Research Expenditure: 300 million USD (2024) Partnerships: Collaboration with several leading automotive manufacturers

QuantumScape Corporation is a company specializing in the development of solid-state batteries. This technology has the potential to significantly improve the performance and safety of batteries and could revolutionize electromobility.

The company has made significant progress in research and development in recent years, as evidenced by the high expenditures in this area. The partnerships with leading automotive manufacturers suggest that QuantumScape is well positioned to benefit from the increasing demand for more powerful batteries.

Although the company is still in the development phase and has not yet achieved stable profits, it could be of interest to investors who believe in the potential of solid-state battery technology. However, investing in QuantumScape would be associated with higher risk, as success heavily depends on the successful commercialization of the technology.

Dividend: No payout (as of 2025)

QuantumScape Corporation currently does not pay a dividend. The company is in a growth phase and is heavily investing in research and development to further develop its solid-state battery technology.

Typically, companies in such phases do not pay dividends as they reinvest their profits to secure long-term growth and market share. Investors who invest in QuantumScape usually do so expecting capital gains through stock price increases rather than dividend income.