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HPQ Silicon to Begin North American Battery Production This Quarter - Multiple Talks Underway
Manage episode 494656785 series 3179537
HPQ Silicon $HPQ $HPQFF is making a bold leap into battery commercialization—targeting Q3 2025 to launch its own line of high-performance 18650 and 21700 battery cells for the North American market. The company is now bypassing the traditional two-phase rollout strategy and entering production concurrently with its French R&D partner, Novacium. This shift not only accelerates market access but does so without major capital expenditures, thanks to an outsourced manufacturing model.
WHY IT MATTERS TO INVESTORS
This isn’t just a pilot project—it’s a clear step into revenue-generating operations. HPQ is leveraging its exclusive North American license to manufacture next-gen silicon-enhanced lithium-ion batteries, addressing surging demand in mobility, power tools, and defense.
“We’re positioned to deliver our own high-performance 18650 and 21700 batteries to the North American market by the end of Q3 2025—unlocking the full commercial value of our exclusive license.” — Bernard Tourillon, President & CEO, HPQ Silicon
KEY HIGHLIGHTS
Zero Capex Entry: Batteries will be produced under HPQ specifications by third-party manufacturers—removing upfront risk
Performance Advantage: Independent testing shows HPQ's Gen 3 battery tech delivers 20–30% more energy over 1,000+ cycles—outlasting common cells that fail after 300
Expanding Inquiries: HPQ has confirmed interest from North American stakeholders
Distribution Strategy Underway: Early B2B outreach has begun with spec sheets already requested from potential customers and branding development in progress
Scalable Opportunity: A 50-ton pilot plant could support production of up to 5 million battery cells, aligning with commercial scale needs
WHAT SETS HPQ APART
HPQ Silicon isn’t just chasing the battery trend—it’s entering with a sellable product, validated performance metrics, and a path to early revenues before building out infrastructure. The company retains flexibility to scale production while maintaining margin strength due to premium battery performance.
OUTLOOK
The move to commercialize batteries after years of R&D positions HPQ to potentially sign its first battery contracts before year-end. For investors seeking exposure to the energy transition without the usual Capex risk, HPQ’s current trajectory deserves serious attention.
Watch the full interview for more insights into HPQ’s Q3 commercialization strategy and what’s next in the company’s multi-vertical roadmap.
873 episodes
Manage episode 494656785 series 3179537
HPQ Silicon $HPQ $HPQFF is making a bold leap into battery commercialization—targeting Q3 2025 to launch its own line of high-performance 18650 and 21700 battery cells for the North American market. The company is now bypassing the traditional two-phase rollout strategy and entering production concurrently with its French R&D partner, Novacium. This shift not only accelerates market access but does so without major capital expenditures, thanks to an outsourced manufacturing model.
WHY IT MATTERS TO INVESTORS
This isn’t just a pilot project—it’s a clear step into revenue-generating operations. HPQ is leveraging its exclusive North American license to manufacture next-gen silicon-enhanced lithium-ion batteries, addressing surging demand in mobility, power tools, and defense.
“We’re positioned to deliver our own high-performance 18650 and 21700 batteries to the North American market by the end of Q3 2025—unlocking the full commercial value of our exclusive license.” — Bernard Tourillon, President & CEO, HPQ Silicon
KEY HIGHLIGHTS
Zero Capex Entry: Batteries will be produced under HPQ specifications by third-party manufacturers—removing upfront risk
Performance Advantage: Independent testing shows HPQ's Gen 3 battery tech delivers 20–30% more energy over 1,000+ cycles—outlasting common cells that fail after 300
Expanding Inquiries: HPQ has confirmed interest from North American stakeholders
Distribution Strategy Underway: Early B2B outreach has begun with spec sheets already requested from potential customers and branding development in progress
Scalable Opportunity: A 50-ton pilot plant could support production of up to 5 million battery cells, aligning with commercial scale needs
WHAT SETS HPQ APART
HPQ Silicon isn’t just chasing the battery trend—it’s entering with a sellable product, validated performance metrics, and a path to early revenues before building out infrastructure. The company retains flexibility to scale production while maintaining margin strength due to premium battery performance.
OUTLOOK
The move to commercialize batteries after years of R&D positions HPQ to potentially sign its first battery contracts before year-end. For investors seeking exposure to the energy transition without the usual Capex risk, HPQ’s current trajectory deserves serious attention.
Watch the full interview for more insights into HPQ’s Q3 commercialization strategy and what’s next in the company’s multi-vertical roadmap.
873 episodes
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