Manufacturing QS batteries
Manufacturing QS batteries may not be that big of a problem. The problem most likely will be cost vs Tesla's 4680 battery that theoretically will provide ~350Wh/Kg at ~half the current cost of the 2170 cells. Can QS compete against Panasonic golden egg batteries for Tesla, that's my question?
LFP, NMC and Sulfur based batteries are a different ballgame. Most Tesla batteries are NCA, though China seems to have allowed them to use LFP batteries o in some newer Model 3/Ys. This will have impact on how this market develops
If QS can compete in cost and reliability (reliability takes time to prove, the same goes for 4680). Then QS might have something. (Ask GM, and all other ev manufacturers if it's easy to compete against 2170 cells??? Forget 4680s).
Though if QS or Panasonic/Tesla could reach 450Wh/Kg, now that's a game changer regardless of cost before someone else beats them to this market. That implies that planes can use them!. Planes need over 400wh/kg to become viable. And so can long haul transportation vehicles (trucks/ships/defense). There are new VC backed initiatives that target this market with over~400wh/kg @10-20A, today!.
Current QS technology has potential to affect at least electronic products, will it affect vehicles and transportation, defense sectors as well, that remains to be seen.
Discloser, I'm long on QS and thinking about TSLA.