[_ph_]

If you consider the potential long term demand, the battery market is facing an increadible growth too. The current electric car production is below 1 Million/year, that is about 1% of the total car production, so the market for batteries for electric cars alone can grow about 100x, not counting in that the capacity per car might also grow (perhaps not much over the 100kWh for the top Teslas, but in average probably over 60kWh/car).

On top of that come all the new usages for batteries, especially energy storage, be it for individual houses or on the grid scale.

So potential market capacity is for long time no limitation for batteries. The unique thing of the semiconductor market development was though, that the chips grew in capabilities, but very little in size.