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by metaphor
648 days ago
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> We could just add extra capacity to make up for it, though. At naive face value, "just" adding an extra 30% capacity to offset expected lithium deactivation implies proportional increases in material COGS and package mass/volume, all other factors being equal. Unless (a) a manufacturer is optimizing for throughput; (b) production is constrained at this initial charge stage; and (c) supply substantially lags demand; this strikes me as a non-starter in most of the consumer space. |
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