SES - Earnings call 4 2023 | SES AI Corporation

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Operator

Good afternoon, ladies and gentlemen. Thank you for joining today's SES AI Corporation Fourth Quarter 2023 Lender Call. My name is Tia, and I will be your moderator for today's call.

[Operator Instructions] It is my pleasure to pass the call over to Cal Piketon, Chief Legal Officer. Please proceed.

Unknown Executive

you. Thank welcome Financial covering Guidance and XXXX Fourth our and Results for to everyone, our conference Quarter Hello, XXXX.

issued Chief Joining Founder me which our Officer. provides Nealis, well update p.m. financial and Hu, letter We Financial as Chief Executive a after today Officer; and today, are X:XX our shareholder Qichao results. as just business Jing

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reminder performance a the of that discussion may Before different from securities we is to and expectations Such get in certain involve or those on within this uncertainties, expressed today. contain may statements legislation. or based information meaning cause the forward-looking risks, predictions statements. are started, or which today actual implied applicable assumptions and our and be as our These forward-looking these statements materially statements results of future

that our filings. I'll our as quarter. to release our uncertainties we detailed as results in in could latest our include, and our review that, will the limited afternoon, those results well not pass SEC our expectations With risks it are to and over Qichao. current for The to, cause from This earnings materially business differ but

Qichao Hu

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that, pass Jing With to financial for I'll update. a Financial Officer, our Nealis, Chief

Jing Nealis

our I In Good expenses Year the XXXX. last afternoon, and million, discuss down XXXX period from will slightly budgets cover $XX.X and same operating financial fourth quarter, Thank Quarter Fourth year. Today, and capital our results you, operating Full for everyone. were the Qichao. our

of research expense Stock-based We quarter. million $X.X $X.X in development compensation million. and the expenses reported was

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achieve Our milestone. the strong track our support as balance on company maintain commercialization to we will sheet

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for We range cash usage expect the million. total to $XXX in the $XXX of year million

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We support are very thankful partners customers, have we all shareholders. our and for the received from

the call back will for operator With open to the I that, up questions. hand to

Operator

Dong from line question [Operator with Deutsche Bank. Yan Instructions] The first comes of the

Yan Dong

think battery I us you've clarification. hinted partner? at lines. X also this want with what the could when you It one and they to any for Or of anticipate B-Sample seems just I we line JVA sort clarify this like is if it's potentially First in remind now if can like targeting then X? you're that process in if day, conclude could on time B-Sample and the is

Qichao Hu

Yes, Winnie.

we line sample JDA. for year, then with one so one this And announced one is to why line. -- that last least are a we then simple and we're B-Sample car So preparing are potentially at we sign then working and on maker other And B-Sample second preparing OEM second -- JDA. a

end lines. of And will XX And development in we months. timing, lines. this terms might B-Sample we X about and up then later the B-Sample B-Sample having operate expect take year, X then

XXXX and this until So next year, year. mid

Yan Dong

familiar of us process, with to think B-Sample front. the it. may mentioned not call that Got on I the on that entirely the UAM you then be developmental commercial application equivalent isactually some production that And and then

potentially partners you related little and how elaborate was maybe working a I that . if are many bit disclose with more currently? can So you wondering actually on

Qichao Hu

Yes. Yes, question. good that's a

XX UAM this B-Sample to gigawatt cliff basically gigawatt the then with get in then from get But UAM, And you the is hours, hour. it's up. commercial and any you because actually all hour, than it's So after ramping less to least more of to hard contract. have if you really have for meaningful sort then for still way gigawatt you and EV, XX gigawatt hours, then don't the C-Sample to have basically than XX process one of at different

currently volume of And talking their single-digit about per small. year. number then several UAM We're companies in the aircraft are

about can because even we least B-Sample opportunity X,XXX a that's month fully for A-Sample a So our line, very X,XXX us worth then per good aircraft optimized is line, cell of and cells produce at actually X batteries.

we're it's considering for and for later month, And UAM, them able make per qualification, continue very as market, the obviously, ramp market, well all commercial to aircraft for along actually not stuff, batteries. UAM can X a EV, but with on, but that yields, the FA because That's it's of which we meaningful X supply for is So to up ramp-up. only meaningful. can just very then to our not testing, in big and already focus worth UAM a we it's up, certification ramping still we capacity focus because for and EV core is that as small actually to better

Yan Dong

helpful. $XX year. million of into I to that very then CapEx how for can delineate spending $XX That's And of Okay. if this on maybe was UAM. goes million wondering you much automotive versus the

also the with targeted. year bit quite think XXXX, lower ended for CapEx you've I a than

helpful. would the And efficiency you guess can and spent? get capital much also spending, be the that you I do what if driving comment So then what's on can lower

Jing Nealis

B-Sample to most of be to change cash spending of current but we dedicated example going are spending. portion the our CapEx our lines, guidance. question one And than second is is EV relatively UAM the lines to portion of So first spend year's guidance, small the lower last question, overall a the to answer on of your a on some year's this money line. of your

to to Most with cost G&A, prudent cash. the spending and R&D control on very both just is of to the due our be some lower try

is out lot line about. CapEx the some were permanent. for B-Sample of So dating Qichao of process the the pushing PO then the that part a on of side, OpEx talked the And we

year. timing last to issue, So from that year was a this out pushed was that

the line going through B-Sample placing other still PO the appeal year. and place customers with this will process we're the valuation So

So add. the please reduction on permanent free partially it's feel largely timing cost. Qichao to

Qichao Hu

the for the most year on so will Yes, this Winnie, then later building but and to lines the basically definitely place line UAM, operation And of that automotive. take And X old and be the definitely taking automotive what the focus, the example an lines. focus year. all this B-Sample is on is on then will of all CapEx development, B-Sample UAM, the converting stuff new

Unknown Executive

further any on in there questions -- are Operator the the queue?

Operator

we with Carl Tower Yes, will Shawn at Severson additional I this take for it Research. additional the any There are from question questions to next come remarks. Water of no the time. Piketon will line pass back

Unknown Executive

At investors our number of which We did CEO, virtue available receive by we'll of by the few this a Thanks. questions stage, submitted a a made ahead of Qichao take questions to were presubmitted questionnaire for Hu. selected call. we investors the

question be first battery will the is, The when commercial first production available on market? the

Qichao Hu

nice UAM to for a we UAM had as think stone I and Yes, mentioned earlier, stepping is EV. a speech

are So of we're for next of year. likely for targeting XXXX UAM, second year. EUV, we half And targeting first next the half

Unknown Executive

lithium from question production is we challenges the stacking. and call what next Great. got The notching the scale in comes to ahead when investors key are anode to it metal of

Qichao Hu

Yes, we earnings in actually covered calls. this previous

processes punching, of same results. or like you actually enable especially also with difficult. and large lithium conventional use then get is And itself good issues weak. you also very lithium then or And material and on laser very you lithium powders quite don't the it's lots making quite like So thin if foil and tearing copper, very melody

vendors the you one And with then early was in lamination rentals up control different it coating. with us. on several to the used actually process. extrusion then then the actually then quality. we we work we make eventually, partners techniques for we have and settled And hard from And But and to to end just try realized days, it

we're took lot we the in-house a to and quality able this the faster. then So improve then product and

Unknown Executive

from intelligence advanced question to how technology? will questions Great. you the investors we'll artificial pre-submitted from And battery final use is, take the

Qichao Hu

what any new when us, especially paper to not and X very an the safe. parts. you it's commercial. a and very around about car ensure have you or safety, high this then has aircraft actual about inside then safety safety. is talking then technology, that quite happens. we're One for really then battery So the And is time just one And your a battery C-Sample we're The and talking also the different. the happens and especially but B-Sample soon, And put consideration work usage becomes inside density, can energy

So is by AI, quality the use data also the of basically because manufacturing quality collecting safety.

in will health. that the of of lot and accurate predict can vehicle can actually And battery result also live actually happening a issues that we have A are in happens. incidents very directly then predict incident monitoring collecting the quality the actual before incidents then we data, and the

HabitarI. yes, to new that energy But other it this And improve material safety then density cycle a development. development. technologies. of the becomes with this we we it's it's it better to has the for And the and try is barrier safe confidence using OEMs part density, it's use future give performance technology, actually important. And because that's make really this when important road higher than material then future Yes, map So then other really energy can the for life,

to allows AI candidates this And us really much a faster. lot screen more

Unknown Executive

Excellent. are additional the this to there any in operator. queue back it stage? Operator, I'll turn questions at

Operator

Yes.

The Tower Severson Water the line comes Shawn of first question Research. from with

Shawn Severson

in going update. next talk progress XXXX or over Qichao in B-Sample I events to reflect does milestones months reports to terms and XX of of be the wanted XX to to that itself how able that and are provide the about push kind

of So the the you -- data news through to push. B-Sample just as the this understand this of flow comes out trying that go

Qichao Hu

actually the in final the milestone. a are lithium represents or lot perspective itself a a but chemistry, B-Sample. considering engineering early of no we it's vehicles. R&D And in B-Sample and then the Yes. longer new entering just is itself metal It is B-Sample development, big stage

the milestones would some So improve. of

line, then half and lines, the setting begin we lines expect For have B-Sample and will the will year, we we B-Sample example, operating running. we this of are up second the

have then B-Sample designs, for coming have the product cells designs, of terms will likely high off cathodes vehicles. lines. the half first in And in will And from XXXX, we be some will premium from the of cells different for these example, original the data then nickel the

energy have lithium-metal then the yes, with prediction then line integrating B-Sample that the quality can nickel, we the the benchmark cathodes X the will incident accurate... economy cars cost to the that cells number the more costs LFP XXXX then have LFP density. in that data lithium lithium points, of we checkpoints the quality, of will the actually be per train number first also the and and of and LFP of Some how number low the product actually very cells metal of than high of will help then for And that B-Sample us half quality also Avatar number showing also access so but high make showing amount and cell the Avatar helped with of just built to of and Avatar increase that control

Shawn Severson

goal what's to with there this something is That safety some and you mean When versus differentiated and there next question we of to look I goal. this for out this the at Avatar and was was How as of my realistic safety batteries achieve to and out about goal very is think, -- XXX% is technologies unique, kind well. and OEMs? other have be you SES for today conversations options a OEMs. that

Qichao Hu

Yes.

is And shared a safe. So car this goal then when an to you important all you safety XXX% aircraft make goal, really because there, is need the have near by a guarantee. almost it's or sure out obviously, OEMs

the metal data. no use the then metal. that SES for dependent one is about do. this of that quality the lithium data actually amount AI, what's then are lithium actually all and has of we So data unique Avatar else quite is on AI any And

the -- generate What collect lines we -- these we the data. -- And care that to as more more about built reason we is actually the we actually don't OEMs. data reason B-Sample

like the are B-Sample mine lines a So of for us, data.

this do. no no data metal else quantity lines the data Avatar. can that has we so that all use we and else the So to train one of and has B-Sample one cell this quality these lithium

data specific kind Avatar one , metal metal. the unique And no sense else in specific we access our has that are to lithium So our and of the to so that do. retinal lithium is to data then it's

So our metal. looking accurate Avatar for is most

also or better to Now ion most most approach lithium unique of look they even car car will car have data at have most or in you data, access terms have -- not but is if access manufacturing this OEMs to because to access it's still today, companies won't data, data. unique, but battery

also what this to trying car do so -- you're better approach data. unique. the is then then data actually But quite manufacturing with is And integrate the

of change the then and it's a for larger approach and But large quantity quite doing highest manufacturing are quality of implemented data not yet. it's because highest approach unique us, the they sensitive and they process in and for companies because so combining Some this have cell then this, also so them that -- but vehicle inertia we have this also have data. lithium metal to of

Shawn Severson

question to last there? to units, Can future. going about make you be seem development, the . obviously, but SES' opportunity. the help year UAM the regarding very the you few us some commercialization you having the understand excited you there. part look my of an and so. market, I excited And talking or how think commercialization market next pretty out when does Obviously, the opportunities But important over you you're about this about mean, is why this

Qichao Hu

Yes.

exciting about just mean really the things. from development is One I in the targeted customer is So very these X are UAM. EV really actually to happen and this what's good perspective. batteries for not all UAM, on doing have is that EV the focus and usage we're is Therefore, that

stage it's because power market it's density practical. currently, not or this UAM without energy very So high density, a doesn't exist battery, high really early

XX than carry only can you You people minutes, X minutes. or XX fly less can

then carry for can can business is then with you actually you metal, can payload, The But lithium you people, the more more whole longer, economical. market fly so more not becomes and carry economical.

get the through then are it's the And certified. years many in, actually customer's there, from once set perspective, becomes as this the really then go we testing, why FAA enables of from exciting. then you UAN. battery So UAM, designed we because come. the perspective, amount very to that's all once And the And the all for qualifications, this battery certification, pack you standards our

So from small, a both also the our actually terms good a customers' perspective, fit, and and B-Sample lines. in the it's we is perspective produce lines term. our also A-Sample and volume using so very can near it's the good That's of why

Operator

question from Dorschminer comes of William line with next The Blair. the Jed

Shawn Severson

have Jed that? more for main any you the from He Any anything one question progress prismatic other there? world. wondering the That other prismatic . progress on the here. Dorsheimer on Mark a Shooter battery of has takeaways cell? was cells. -- been Qichao, Any I'm for the there on of JDA other -- from color partners on the

Qichao Hu

Yes. SPX

update year. made to this smile some in we is B-Sample have and one partners. the that for plan prismatic So of we half the progress, And cell, the for second JDA of actually

in prismatic year. We'll updates So more of lithium have the metal format. LFP, later combination this the

Unknown Analyst

Okay. Great.

Next, bit UAM. a switching gears to

talked density incumbent. the versus XX% a energy in You increase about

UAM. for per hours X,XXX rough around that to which XXX Are if watt over converting to a cells. for liter B-Sample lines So liter per benchmark. need you for is I Is you target cells, traditional take looking a the that target

Qichao Hu

talking liter watts. XXX per we're XXX, about and ion, lithium current then watts XXX XXX, the So

wafer UAM X,XXX cells, liter. XXX higher at targeting So and and to least X,XXX we're the for per

very density the have So level. these high at will cell energy

Unknown Analyst

around are -- believer. Okay. latest there XXX mPOWER data XXX waters And was the

there? achieve So trade-offs you just can materials are general are Or cycle -- there that like versus to what improvement? puts make takes Is the that? and

Qichao Hu

Right. Right.

exact will the UAM as Asane. not npower, XXX same use the cell design the So the

to distorts. the life charge then higher charging So typically discharge those energy X silver and the going cell much designed X the EV density. the charge conditions, sample will long be and a And But because we're then cycling sample -- be the UAM, discharge are out will different and cycle designs for EV target then profiles cells and for of different.

actually customers use that slower to UAM the and are battery also one we swapping several this model business profile. -- relatively is discharge going or We're with charge discussing UAM

off take and mining different. crews, discharge climbs, the also and and of depth So charge are design

the cells the of because EV UAM profile difference differently. So mission will profile, the we the in mission and design

So example, design capital But the loading, lithium, be different.. will cell of thickness will the the for be materials still same.

Operator

[Operator additional time, I closing any Instructions] There Cal back this are left at hand no questions will for remarks to Piketon

Unknown Executive

turn I'll any closing Qichao remarks it over call. end to we the Next, for before

Qichao Hu

Thanks, Yes. Yes. Karl.

So sample We the on focus more expect reiterate focus later X basically, year. want EV I just One absolute the us. this for is to to sign B-Sample JDA. main first, sign world and we

lines critical also manufacturability So improve the to EV and will B-Sample and our data. generate the B-Sample more be

the of UAM cells Second year. UAM first to is we deliver to identify as a stone stepping this and then going we're batch

the our XXX% near as the improve data, to quality lithium this testing is there. achieve data the of we to quantity safety try prediction. we'll And year, want both is our goal And then XX%. third quality the really as manufacturing metal cell And and well

year. So as towards as also integrate make And a really this continue to metal progress UAM about and of lithium we are X focus the then use for of core commercialization and excited the I'm and of these part AI EV SES.

Operator

today's call. concludes conference Thank That you.

disconnect lines. now may You your

SES AI (SES) 26 Feb 242023 Q4 Earnings call transcript