Research-Industry Collaboration

Accelerating battery technology and production innovation

by Simon Voß
Munich, 05.09.2023
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

2
The Global Picture
Where we are and where we need to go

What‘s NRMM‘s contribution?

Source: WG1AR5_Chapter12_FINAL.pdf (ipcc.ch)

3
The Global Picture
Where we are and where we need to go
Gt CO2

How can we contribute?

Source: CO2 emissions in the WEO-2021 scenarios, 2000-2050 – Charts – Data & Statistics – IEA
4
 One place for joint collaboration.
Industry and Research for E-Mobility.
At Campus Melaten
Das
eLab eLab
is ist aneine innovative
innovative
Technologieeinrichtung
technology center at the heart an of
einem
the RWTH
zentralen,
Aachen
interdisziplinären
research
Wissenschaftsstandort.
campus.

Am
At eLab
eLab stakeholders
kommen wichtigefrom
Kompetenzträger
research and industryaus Forschung
come
und
together
Industrie
to jointly
zusammen,
develop and
um
praxisnah
innovate on Elektromobilität
technologies for the
zu
Erforschen
electric drivetrain
und zu Entwickeln.

Wissensaustausch
Knowledge exchange ist about
dabei
zentraler
innovating Bestandteil
E-Mobility is der
thereby
eLab-
at
Identität.
the heart of our eLab-identity

5
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

6
Status Quo
Market overview

● China has a monopole with 80% market share

● In 2030 Europe will produce over 20% of the global demand of LIB
● Europe will be self sufficient in terms of production capacity (not materials)
● In 2030 Chinas market share will decrease under 50%

Production Capacity by Location (GWh) Production Capacity in %

8000 100%
7000 90%
80%
6000
70%
5000 60%
4000 50%
3000 40%
30%
2000
20%
1000 10%
0 0%
2022 2025 2030 2022 2025 2030
China Japan Korea Europe USA RoW China Japan Korea Europe USA RoW

7 Source: Roadmap Batterie-Produktionsmittel 2030, VDMA, 2023

Status Quo
Market growth

Global Market Demand Forecast for LIB [GWh]

4500

4000

3500

3000

2500

2000

1500

1000

500

0
2020 2022 2024 2026 2028 2030
Stationary ESS Consumer electronics Commercial vehicles LSEV & 2W Light vehicle FHEV Light vehicle BEV

Sources:
8 [1] Battery Monitor, Roland Berger, 2022
[2] Roadmap-Produktionsmittel 2030, VDMA, 2023
[3] www.mordorintelligence.com/de/industry-reports/electric-commercial-vehicle-market
[4] www.fortunebusinessinsights.com/de/industrie-berichte/markt-f-r-elektrofahrzeuge-101678
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

2.1 Time to market

2.2 Increasing efficiency and output

2.3 Mastering sustainability

2.4 Optimizing costs

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

9
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

2.1 Time to market

2.2 Increasing efficiency and output

2.3 Mastering sustainability

2.4 Optimizing costs

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

10
Time to Market
SOP for new production lines with novel manufacturing technologies may take up to 6 years

Announcement of Start construction of

1. Delivery of cells
factory factory

Start construction of
pilot line

Year 1 Year 2 Year 3 Year 4 Year 5 Year 6

Ramp-up
phase
Commissioning of
pilot line
Searching for Commissioning of
location factory

11 Source: [5] Aufbau der Batterieindustrie in Europa – Status Quo und Herausforderungen, Aiko Bünting, Hannah Lickert, Sarah Vogl, 2023
The Battery Innovation Chain
Accelerating battery development through systematic scaling of battery production technology

Technology
Readiness 1–4 3–7 6–9 9
Level

Industry
Research Institution for
88 Cell Production
Battery
Use in serial, large-scale
CELLFAB at eLab of
production
RWTH Aachen University Testing of process
Research Projects parameters and
Development of manufacturing methods
manufacturing
technologies
Research on a and proof of scalability
laboratory scale

12
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

2.1 Time to market

2.2 Increasing efficiency and output

2.3 Mastering sustainability

2.4 Optimizing costs

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

13
Battery Cell Production
Current players on the EU battery market
Growth in EU battery production*
X 80

~ 2.000 GWh

~ 25 GWh
2020 202X

Top three producer in the EU*

> 546 GWh

> 217 GWh

> 145 GWh

Ohne Anspruch auf Vollständigkeit

In Europe up to 2000 GWh annual production capacity are announced

Source: Batterieatlas auf Battery-News.de (Januar 2023) * according to project announcements, press announcements of companies or verified references/sources (January 2023)

14
Battery Cell Production
Current players on the EU battery market
Company origin

200

Europe

1020 Asia
749
US

[Capacity in GWh]

Companies with largest projects*

Tesla 200

VW 40 40 40 40 40 40 240

CATL 100 100 200

[Capacity in GWh]
Ohne Anspruch auf Vollständigkeit

Besides european companies, asian companies are dominating the market

Source: Batterieatlas auf Battery-News.de (Januar 2023) * according to project announcements, press announcements of companies or verified references/sources (January 2023)

15
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

2.1 Time to market

2.2 Increasing efficiency and output

2.3 Mastering sustainability

2.4 Optimizing costs

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

16
Mastering Sustainability
The EU battery regulation demand rapid development of more sustainable technologies

18 Picture-Source: https://www.flashbattery.tech/en/new-european-battery-regulation/
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

2.1 Time to market

2.2 Increasing efficiency and output

2.3 Mastering sustainability

2.4 Optimizing costs

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

19
Innovation Challenges
Investment costs for infrastructure and production equipment may be a barrier for market entry

Investments for a production infrastructure in Mio. €/GWh

120

100

80

60

40

20

0
2022 2025 2030
Electrode production Cell assembling Cell finishing Module assembling Property and Construction

20 Source: [2] Roadmap Batterie-Produktionsmittel 2030, VDMA, 2023

Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

21
Innovation Challenges
Overcoming the innovation barrier in pilot production is key for successful battery innovation

Profitability uncertainty Investments in

technology scale-up

Threshold of success likelihood

Innovation barrier

risk
Investments in
costs pilot production

Concept Laboratory Pilot Market Market

Invention
validation phase production entry expansion

Pilot Production in Key Enabling Technologies: Crossing the valley of Death and boosting the industrial deployment of key enabling technologies in Europe. Butter et. Al, 2015
22
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

4.1 Example: Pouch-Inspection System

4.2 Examaple: Digital Performance Managment

4.3 Example: Next generation leakage testing

4.4 Example: Testing optimization through Design of Experiement

23
Research – Industry Collaboration

Economy and finance industry

Investments

Market-Pull

Fundamental Applied Commerciali Market

Demonstration Dissemination
Research Reserach zation Success

Research Customer
Product/ Technology Push
Political
Incentives

Government

● Successful innovation requires close collaboration between research and industry to push through the early phases.
● Therefore, the right infrastructure and services must be in place.
Picture: SGL Carbon

24
How can we bring battery innovation into reality, fast?
Through systematization and collaboration in pilot production

Innovation
gradient ROE SOTA
Optimum

Systematic, Optimal approach by merging research

collaborative expertise and industry competence.
approach

ROE
Systematization of
Systematization enables fast and efficient
pilot production Innovation knowledge transfer between research and
speed industry.

Standard approach
High cost of scalability
and development lead time SOTA

Innovation time SOTA = State of the Art

ROE = Return On Engineering
Concept Laboratory Pilot- Market Market
Idea
development phase production entry expansion
TRL 4 TRL 6

25
 click for virtual tour

Innovation is
made on the
26
shop floor
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

4.1 Example: Pouch-Inspection System

4.2 Examaple: Digital Performance Managment

4.3 Example: Next generation leakage testing

4.4 Example: Testing optimization through Design of Experiement

27
E-Mobility Innovation Network
Pouch-Cell Inspection: 2D and 3D defect detection

Corner Body Body Body Body

Deformation Contamination Dent Protrusion Scratch

Lead Lead Lead Lead Lead Film

Contamination Deformation Dent Scratch

28
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

4.1 Example: Pouch-Inspection System

4.2 Examaple: Digital Performance Managment

4.3 Example: Next generation leakage testing

4.4 Example: Testing optimization through Design of Experiement

29
E-Mobility Innovation Network
Digital Performance Management

FOCUS
CONFIRM

BOTTLENECK ANALYSIS

SCORECARD
MONITOR PRIORITIZE

IMPROVE PRODUCTION DASHBOARD TIME LOSS WATERFALL

ANALYZE

ACTION TRACKER

LOSS REASON PARETO

30 Source: PTC
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

4.1 Example: Pouch-Inspection System

4.2 Examaple: Digital Performance Managment

4.3 Example: Next generation leakage testing

4.4 Example: Testing optimization through Design of Experiement

31
E-Mobility Innovation Network
Next-generation battery cell leakage testing

Direct detection of electrolyte leakage

– Can detect leaks down to approx. 1-5 µm, equivalent to a smallest
detectable helium leak rate of 1·10-6 mbar·l/s
– Uses underpressure (5 mbar abs.) to drive electrolyte vapors out of the
battery cell
– Uses mass spectrometry to detect electrolyte solvents (DMC, DEC, EMC,
PP, etc)
@ CELLFAB
Traceable results
– Calibration with electrolyte solvent test leak
– Leak test result is compared with trigger value and good / not good result is
shown
– All test data is stored and ready for export

32 Source: Inficon
Outline

1 Status Quo - where battery tech meets climate challenges

2 Industry requirements – time to market, increasing efficiency and output, and optimising cost

3 Challenges in innovation – understanding the dynamics of the battery innovation chain

4 Solutions - what can research-industry collaboration offer?

4.1 Example: Pouch-Inspection System

4.2 Examaple: Digital Performance Managment

4.3 Example: Next generation leakage testing

4.4 Example: Testing optimization through Design of Experiement

33
E-Mobility Innovation Network
Optimizing the calendering process through application of Design-of-Experiment software

Reinigen Oberwalz Kalanderte Reinigen

inkl. en Folie inkl.
Absaugun Absaugun Dickenmessung
Getrocknete g g
Elektrodenfolie

Min. Max.

Statische
Entladung Unterwalz
en

published soon

34
 E-Mobility Innovation Network
Your network all things innovation! click link

Join of one of the leading platforms for electric mobility. Expand your visibility through our
exclusive formats and events. Leverage your business success through collaboration and
networking. Strengthen your expertise by valuable knowledge exchange with our experts.

Briefings

On-site On-site E-Mobitliy E-Mobility Podcast

35
Tours Workshops Exchange
Thank you for
your attention.
Simon Voß, M.Sc.
Managing Director
eLab RWTH Aachen

( +49 171 289 5536

* s.voss@pem.rwth-aachen.de
 E-Mobility Innovation Network

Your network all things innovation!

Join of one of the leading platforms for electric mobility. Expand your visibility through our
exclusive formats and events. Leverage your business success through collaboration and
networking. Strengthen your expertise by valuable knowledge exchange with our experts.

37
 E-Mobility Innovation
Network Electric
Battery
Building success with collaborative partnerships and Drive
boosting synergies in an innovative network.

A network of industry and research professionals

participating in exclusive events, workshops,
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Tailored membership models that suit your

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site workshops up to customer-specific support.

38
 Our Competencies – Your Gain!
Driving E-Mobility Innovation by Collaboration of Industry and Research at RWTH Aachen University

Network Expertise Know-how

Renowned and effective Benchmarking of products and Pilot-line for battery production,
external representation. processes. Joint development & battery abuse center, e-motor
Exchange with our experts. prototyping of novel solutions. hairpin production, fuel cell
testing, etc.

39
 New Insights

E-Mobility Podcast
Professional exchange with leading experts about
critical topics and innovations in electric mobility.

● Participation in one episode per year*

● Length per episode: 30 - 60 mins.
● Exchange in German or English
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Disclaimer
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Further information on the offers can be found in Annex 1
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40
 Knowledge

E-Mobility Briefing Your innovation

on 1 - 2 pages
Interesting
columns

Exclusive magazine on cutting-edge

research and development topics

● Columns on e-mobility from research and industry

● Insights into research topics of PEM institute
● Summary of current research and development in the
fields of battery, electric motor, and fuel cell
● Scientific reflection of new technologies and topics
Author Logo &
● Presentation of your innovations on 1 - 2 pages in
credits profile
one issue per year*
● Active promotion of the publication through channels
of PEM

Disclaimer
* Multiple participations possible upon request.
Further information on the offers can be found in Annex 1 of the membership contract.
41
 On-site Tours
Use PEM’s innovation spaces to connect with your
partners as well as customers and demonstrate your
competencies.

● Two partner/customer tours per year*

● Design the tours to your liking and needs.
● Support by PEM experts

Disclaimer
* Multiple participations possible upon request.
Further information on the offers can be found in Annex 1
of the membership contract.

42
Commitment
 Experience

On-site Workshops
Get comprehensive knowledge of battery cell production, battery disassembly,
and e-motor “reverse engineering”. We provide you with insights into cutting-
edge technologies and innovations that pave the way towards a sustainable and
efficient electric mobility.

● Application-oriented workshops at our facilities

● The workshops are held quarterly.
● Each member receives four workshop tickets per year.*
● Workshop places can be divided individually (e.g. between battery
production and battery disassembly).
● Flexible booking for members (reservation up to four weeks before start of
workshop)

Disclaimer
Further information on the offers can be found in Annex 1 of the membership contract.
* Additional workshop tickets available upon request.

43
 E-Mobility Exchange
Use the member event to benefit from the exchange
of knowledge with experts of the industry! Give your
company a stage through your keynote speech and
increase your visibility!

● Semi-annual event with keynote speeches by

researchers from RWTH Aachen University as
well as network members
● Four tickets per member and event included*
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all members included
● Discounts for partner events, e.g. EPT**

Disclaimer
* Multiple participations possible upon request.
** Further information upon request.
Further information on the offers can be found in Annex 1
of the membership contract.

Networking
44
 Services
PEM offers access to in-depth scientific expertise. Do you have complex
research and development questions beyond the membership offerings?
Our experts of RWTH Aachen University support you. Leave the project
coordination to us – and solely concentrate on your vision!

● Primotype and prototype research

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Infrastructure
Our infrastructure provides the perfect place for collaboration and the implementation of successful projects.

● Innovation areas for your demonstrations and exclusive Innovation Compartments for special projects
● Equipped office and meeting rooms for your needs, individual teamwork, and creativity
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45
 Pricing & Membership Options

Basic Advanced Individual

Annual fee €15,000 €25,000 Upon request

Basic membership* ✔ ✔ ✔

On-site workshops** ✖ ✔ (✔)

Specific offerings ✖ ✖ ✔

46 • * Basic membership includes E-Mobility Podcast, E-Mobility Briefing, on-site customer tours, and E-Mobility Exchange.
• ** The number of workshop tickets is limited to four participants per year. Further tickets upon request.
 Your Contact

Prof. Dr.-Ing. Prof. Dr.-Ing. Dr.-Ing.

Achim Kampker Heiner Heimes Christian Offermanns Mario Kehrer Benjamin Dorn Simon Voß

University Professor Professor and Chief Engineer Chief Engineer Chief Engineer Battery & Head of
and Chairholder Member of Institute Management Battery Engineering and Re-X Fuel Cell Production Electric Drive Production Innovation & Network

a.kampker@pem.rwth-aachen.de h.heimes@pem.rwth-aachen.de c.offermanns@pem.rwth-aachen.de m.kehrer@pem.rwth-aachen.de b.dorn@pem.rwth-aachen.de s.voss@pem.rwth-aachen.de

Tel.: +49 (0) 241 8027406 Tel.: +49 (0) 179 9763818 Tel.: +49 (0) 170 2327976 Tel.: +49 (0) 151 46174609 Tel.: +49 (0) 151 15621064 Tel.: +49 (0) 171 2895536

47
 E-Mobility Innovation Network

Your network all things innovation!

Join of one of the leading platforms for electric

mobility. Expand your visibility through our
exclusive formats and events. Leverage your
business success through collaboration and
networking. Strengthen your expertise by valuable
knowledge exchange with our experts.

Let electric mobility become reality and shape the

future with us!

Get in touch with us!

For further information visit
48
www.pem.rwth-aachen.de
Backup: New Agenda

49