Comment by throwup238
3 days ago
Battery cells are generally binned like many ICs and the best cells go to cars and other high margin, high performance, or safety critical goods. The lower quality ones go to more cost conscious markets like the ebikes, where problems in quality control can definitely show up, especially if the OEM isn’t careful in how they spec the deliverables QA on the battery manufacturer’s side.
How are ebikes not in the high margin category? The Bosch batteries sell for €1000/kWh at the pack level.
I think it's the BMS, Batteries in cars usually get used between 20/80% and have active cooling and heating while ebikes don't.
High margin means stuff like aerospace, defense, and biotech - although a more accurate phrasing might have been “high value add”