Ilika Plc · LSE:IKA

Ilika — Rho Motion EV & Battery Autumn Seminar Series October 2021

15 slides from Ilika's conference presentation, Oct 18, 2021

  1. Slide 1: Ilika

  2. Slide 2: Solid State Batteries for Electric Vehicles

    Solid State Batteries for Electric Vehicles Denis Pasero Product Commercialisation Manager 18th October 2021

  3. Slide 3: Ilika Solid State Batteries

    Ilika Solid State Batteries Stereax® Miniature battery technology for MedTech and Industrial IoT Goliath Large format battery technology for Electric Vehicles, Consumer Page 3 Electronics, Aerospace, Military Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 3

  4. Slide 4: Why Solid State Batteries for EVs?

    Why Solid State Batteries for EVs? Rapid adoption of EV SOLID STATE BATTERIES Contain no liquid parts Source:: Canalys / Business Wire Will only reach mass Limitations of LIB adoption with price + Lead on cost parity and GWh-level + Mature technology production - Specs will plateau In the meantime,

  5. Slide 5: Features & Benefits

    Features & Benefits Feature Cell Level Benefit MVP Max theoretical energy High 500 density of SSB Operating Temperature 400 Less complex cooling system Cell Energy Max theoretical energy Density 300 density of LIB Non Wh/kg flammable 200 Li-ion Less packaging at pack level 100 equivalence No liquid

  6. Slide 6: Market Update

    Market Update Toyota sets its budget! GM joins the race! New UK Consortium named Munich Uni/P3 Paper (based on sulfide technology published on SSB and Li metal anode) production methods Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 6

  7. Slide 7: UK-based SSB Ecosystem

    UK-based SSB Ecosystem ENDED Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 7

  8. Slide 8: Target Markets: Strategy

    Target Markets: Strategy Power Cells for High Performance 5Ah 21700: 4 Ah Cars (SuperCars, HyperCars) 166 mm 65mm 70mm Expectations for LIB in 2025 3300 mm MVP 21mm High Power 21700 replacement for Consumer Electronics Source: Adapted from WMG >300 Wh/L Rho Motion EV & Battery Autumn Seminar Series

  9. Slide 9: Manufacturing Processes

    Manufacturing Processes SSB SSB SSB Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 9

  10. Slide 10: Composite Materials Formulations: Electrolyte

    Composite Materials Formulations: Electrolyte Various definitions of BOM cell cost forecast “Solid State” 50 ELECTROLYTE 45 40 CATHODE 35 BOM / $/kWh 30 25 Materials in Ionic conductivity common 20 = 4.3 x 10-5 S cm-1 Solid state electrolytes 15 10 5 0 SSB LIB (est. 10 GWh) (Adapted from BloombergNE

  11. Slide 11: Composite Materials Formulations: Si Anode

    Composite Materials Formulations: Si Anode Pros Cons High energy density Li energy density is higher No dendrite formation Volume expansion Optimum particle sizes and Larger range of compatible distribution of particle sizes for Loss of contact due to contraction electrolytes composite silicon anode

  12. Slide 12: Composite Materials Formulations: Cathode

    Composite Materials Formulations: Cathode High cohesion and density to achieve stable cathode Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 12

  13. Slide 13: Scale-up Plans

    Scale-up Plans MVP 2021 2022 2023 2024 2025 2026 2027 2028 PROCESS DEVELOPMENT TECHNOLOGY DEVELOPMENT SUPPLY CHAIN DEVELOPMENT TESTING AND VALIDATION – AUTOMOTIVE VALIDATION – CONSUMER MODULE/PACK & BMS MULE AND MULTIPLE TEST TRL6 AUTOMOTIVE VALIDATION TO TRL9 SCALE UP TRANSFER TO MWh AND GIGA TECH

  14. Slide 14: Keep in touch!

    Keep in touch! Thanks a lot for your time and attention! Any questions and/or comments? www.ilika.com Contact: info@ilika.com @ilikaplc /ilika-plc Ilika, Stereax and the Ilika and Stereax logos are trademarks of Ilika Technologies Rho Motion EV & Battery Autumn Seminar Series October 2021 Page 14

  15. Slide 15: Ilika contact address

    Unit 10a The Quadrangle, Abbey Park Industrial Estate, Romsey SO51 9DL Tel: +44 (0)23 8011 1400 www.ilika.com

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