Investor Presentaiton
SUPPLY CHAIN SOURCING STRATEGY
Key Components
Principal Supplier
Second Source
Strategy
Status of Securing
Second Source
Battery Packs
CATL (1)
TOPBAND $6
SMA
Inverters
GOODWE
YOUR SOLAR ENGINE
electriq
power
Expected Timing for
Second Source
Ensure availability
Reduce cost
Contract signed
UL certification
achieved
Deliveries have begun
Ensure availability
Geographic diversity
For AC coupled:
evaluating SMA (high
quality supplier)
Q4 2023 (depending on
product roadmap
decisions)
Enclosures
YISHANG
Actno (Taiwan)
Redstone (Mexico)
Ensure availability
Geographic diversity
Two likely sources
identified
First sample from Actno
received for evaluation
Q3 2023 (depending on
roadmap decisions
and scalability
requirements)
PowerHub
Module
SIERRA
WIRELESS
=
Hybrid cell module +
BYD
1. The company is currently in discussions with supplier to extend the supply agreement for CATL batteries.
Ensure loT cellular
availability/
affordability
Conceptual requires
larger investment
TBD
Strictly Confidential / Not for Redistribution
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