Amprius Technologies Inc (AMPX) 2024 Q1 法說會逐字稿

Good afternoon. Welcome to Amprius Technologies First Quarter 2024 earnings conference call. Joining us for today's presentation are the company's CEO, Dr. Tang Sun, and CFO, Sandra Wallach. (Operator Instructions)

午安.歡迎參加 Amprius Technologies 2024 年第一季財報電話會議。與我們一起參加今天演講的有該公司首席執行官唐孫博士和首席財務官桑德拉·瓦拉赫。（操作員說明）

Please note that this presentation contains forward-looking statements, including but not limited to statements regarding future product commercialization, new customer adoption, and the timing and ability of Amprius to build its large-scale manufacturing facility, expand its manufacturing capacity, scale its business, and achieve a sustainable cost structure.

請注意，本簡報包含前瞻性陳述，包括但不限於有關未來產品商業化、新客戶採用以及 Amprius 建設大型製造設施、擴大製造能力、擴展業務的時機和能力的陳述，並實現可持續的成本結構。

These statements involve known and unknown risks, uncertainties and other important factors that may cause Amprius results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied in such forward-looking statements. For a more complete discussion of these risks and uncertainties, please refer to Amprius filings with the Securities and Exchange Commission.

這些陳述涉及已知和未知的風險、不確定性和其他重要因素，可能導致 Amprius 的結果、績效或成就與此類前瞻性陳述中明示或暗示的任何未來結果、績效或成就有重大差異。有關這些風險和不確定性的更完整討論，請參閱 Amprius 向美國證券交易委員會提交的文件。

Finally, I would like to remind everyone that this call is being webcast and a recording will be made available for replay on the company's Investor Relations website at ir.amprius.com.

最後，我想提醒大家，本次電話會議正在網路直播，錄音將在公司投資者關係網站 ir.amprius.com 上重播。

In addition to the webcast the Company has posted a shareholder letter that accompanies these results, which can also be found on the Investor Relations website.

除了網路廣播之外，該公司還發布了一封伴隨這些結果的股東信函，該信函也可以在投資者關係網站上找到。

I will now turn the call over to Amprius technology, CEO, Dr. Kang Sun. Curious comments. Sir, please proceed.

我現在將電話轉給安普瑞斯科技執行長孫康博士。好奇的評論。先生，請繼續。

Welcome, everyone, and thank you for joining us this afternoon. On today's call. I will report on our accomplishments from the first quarter are also highlighting some of the upcoming milestones we are expecting for this year. Our CFO, Sandra Wallach, will then discuss our financial results for the period. After that, I will share some closing remarks before opening the call for questions.

歡迎大家，感謝你們今天下午加入我們。在今天的電話會議上。我將報告我們第一季的成就，並重點介紹我們預計今年即將實現的一些里程碑。我們的財務長桑德拉·瓦拉赫 (Sandra Wallach) 隨後將討論我們這段時期的財務表現。之後，我將在開始提問之前分享一些結束語。

Before I give a recap of the quarter, I would like to briefly introduce Amprius to those who may be new to the company. As a reminder, here at Amprius, we develop, manufacture, and market high energy density and high-power density batteries with application across all segments of the electrical mobility, including the aviation and the EV industries.

在回顧本季之前，我想向那些可能是新加入公司的人簡要介紹安普瑞斯。需要提醒的是，在 Amprius，我們開發、製造和銷售高能量密度和高功率密度電池，應用於電動車的所有領域，包括航空和電動車產業。

Across our battery portfolio, we offer unmatched performance, including batteries capable of a specific energy density of 450 watt-hour per kilo and a metric energy density of the 11.50 watt-hour per liter, 10C power capability, the extreme fast charging rates of 0% to 80% of the charge in approximately, six minutes, the ability to offer it in over a wide temperature range of minus 30 degrees Celsius, for up to 55 degrees Celsius, and the safety design features that enable us to pass to the United States military's benchmark, nails penetration tests.

在我們的電池產品組合中，我們提供無與倫比的性能，包括比能量密度為每公斤 450 瓦時、公制能量密度為每公升 11.50 瓦時、10C 功率能力、0 極快充電速率的電池。分鐘內將電量從% 充到80%，能夠在-30 攝氏度到高達55 攝氏度的寬溫度範圍內提供電量，並且安全設計功能使我們能夠通過美國國家軍事基準，釘子穿透測試。

Late last year, we achieved a third-party validation of our latest 500 watt-hour per kilo, 1,300 watt-hour per liter battery platform, which we except will be ready for commercial shipment later in 2024.

去年年底，我們最新的每公斤 500 瓦時、每公升 1,300 瓦時電池平台獲得了第三方驗證，我們預計該平台將於 2024 年稍後投入商業運輸。

Each of these performance parameters is critically important to electrical mobility applications. Not only do our batteries enable certain aircraft and the vehicles to function, but they enable our customers to achieve their economic targets as well. It's our belief that there are no other commercial batteries on the market that can perform at these levels today, Amprius is the silicon anode batteries pioneer with over a decade of development experience, a strong patent portfolio of over 80 issued patents and patent applications, and the long track record of commercial shipments and the customer success.

這些性能參數中的每一個對於電動車應用都至關重要。我們的電池不僅使某些飛機和車輛能夠運行，而且還使我們的客戶能夠實現他們的經濟目標。我們相信，當今市場上沒有其他商業電池能夠達到這些水平，Amprius 是矽陽極電池先驅，擁有十多年的開發經驗，擁有超過 80 項已發布專利和專利申請的強大專利組合，並且商業運輸的長期記錄和客戶的成功。

Turning now to a review of our first quarter. To start 2024, in addition to driving industry-leading performance with our battery technology, we took a critical steps to drive our scale-up effort and increase our output to meet the growing demand for our solutions. In January, as part of this a continued push to make our product available to the electrical mobility space, we launched our all new SiCore product family to go along with our existing silicon nanowire platform, now called SiMaxx.

現在回顧我們的第一季。從 2024 年開始，除了利用我們的電池技術推動行業領先的性能之外，我們還採取了關鍵步驟來推動我們的規模化工作並增加我們的產量，以滿足對我們解決方案不斷增長的需求。一月份，作為持續推動我們的產品進入電動車領域的一部分，我們推出了全新的 SiCore 產品系列，以配合我們現有的矽奈米線平台（現在稱為 SiMaxx）。

Complementary to SiMaxx, which is Amprius' highest energy density performance battery offering, the SiCore platform services applications that demand both high energy density and longer cycle life, offering up to 400 watt-hour per kilo and as many as 1,200 cycles at a full depth of discharge. The SiCore product family also has additional form factor flexibility, capable for both pouch and cylindrical cell form factors. This enables superior utilization across a broader range of applications, such as e-bike and other micro mobility market segments.

SiCore 平台是 Amprius 最高能量密度性能電池產品 SiMaxx 的補充，可為需要高能量密度和更長循環壽命的應用提供服務，提供每公斤高達 400 瓦時的功率和全深度多達 1,200 次循環放電。SiCore 產品系列還具有額外的外形靈活性，適用於軟包和圓柱形電池外形。這使得在更廣泛的應用中實現卓越的利用率，例如電動自行車和其他微型移動市場領域。

In addition to having another put out a platform available for Amprius customers. Introduction of a SiCore battery accelerates our revenue growth without additional capital investment, and serves our customers without the delay. To produce SiCore batteries, we take advantage of the existing available lithium-ion battery production capacity in the industry and have co-manufacturers as a bridge between now and the operation of our own largest scale manufacturing facility. These tool manufacturing agreements provide us with hundreds of megawatt hours of SiCore capacity today.

除此之外，還有另一家公司推出了一個可供 Amprius 客戶使用的平台。SiCore 電池的推出加速了我們的收入成長，無需額外的資本投資，並立即為我們的客戶提供服務。為了生產 SiCore 電池，我們利用業界現有的鋰離子電池生產能力，並透過聯合製造商作為我們自己最大規模製造工廠營運之間的橋樑。這些工具製造協議為我們提供了數百兆瓦時的 SiCore 產能。

Overall, SiMaxx and SiCore other culmination of years of work in silicon anode space, and are just the beginning of our vision here at Amprius to transform electrical mobility. We look forward to manufacturing both SiMaxx and SiCore at our Brighton, Colorado facility in the future.

總體而言，SiMaxx 和 SiCore 是矽谷陽極領域中多年工作的巔峰之作，而這只是我們在 Amprius 改變電動車願景的開始。我們期待將來在科羅拉多州布萊頓工廠生產 SiMaxx 和 SiCore。

So far, 2024 has been a huge success commercially for Amprius. In Q1, we doubled the number of customers we shipped to over Q4 2023, shipping to 82 customers, up from 41 to 52 of these shipments were to new customers across the electrical mobility sector, complementing our strong repeat customer base that includes Auto(sp) Airbus, Teledyne FLIR, the U.S. Army Kraus Hamdani and and BAE systems.

到目前為止，2024 年對安普瑞斯來說已經取得了巨大的商業成功。在第一季度，我們向2023 年第四季度發貨的客戶數量增加了一倍，向82 家客戶發貨，其中電動汽車行業的新客戶從41 家增加到52 家，補充了我們強大的重複客戶群，其中包括汽車（sp ) 空中巴士公司、Teledyne FLIR、美國陸軍 Kraus Hamdani 和 BAE 系統。

The cycle platform and the manufacturing capacity is a primary driver of our ability to meet this market demand. In the first quarter, we shipped cycle product to 76 customers. As we further build out our book of customer for Sicore, we are confident that we'll be able to continue to meet the strong demand for our batteries, where our SiMaxx production approach is a larger - scale capacity.

自行車平台和製造能力是我們滿足這一市場需求的主要驅動力。第一季度，我們向 76 家客戶出貨了循環產品。隨著我們進一步擴大 Sicore 的客戶名錄，我們有信心能夠繼續滿足對電池的強勁需求，而我們的 SiMaxx 生產方法是更大規模的產能。

As customer demand for Amprius battery is accelerating, expanding production capacity is our priority. In Q1, we continued to make a significant progress in ramping up our production in Fremont, California. Also recently, we complete the qualification process for our centrotherm machine, which is used in the silicon and fabrication process. We remain on track to achieve 2 - megawatt hour reduction in Fremont and end of the year.

隨著客戶對安普瑞斯電池的需求不斷加速，擴大產能是我們的首要任務。第一季度，我們在提高加州弗里蒙特的產量方面繼續取得重大進展。最近，我們也完成了用於矽和製造流程的 centrotherm 機器的鑑定流程。我們仍有望在年底前實現弗里蒙特減少 2 兆瓦時的目標。

We are also implementing SiMaxx (castle) production in-house to streamline our manufacturing process. We plan to have this capacity up and running in Fremont later this year. We have continued to make important progress at our largest scale manufacturing site in Brighton, Colorado as well. We currently have completed 30% of construction, design, drawings, and specifications for the facility and have taken several regulatory steps for the including submitting our site plan and advancing all other regulatory plans and applications for the facility.

我們也在內部實施 SiMaxx（城堡）生產，以簡化我們的製造流程。我們計劃今年稍後在弗里蒙特建立並運行這一產能。我們位於科羅拉多州布萊頓最大規模的生產基地也持續取得重要進展。目前，我們已完成該設施 30% 的施工、設計、圖紙和規格，並採取了多項監管措施，包括提交場地規劃和推進該設施的所有其他監管計劃和申請。

As additional steps, and in response to the market's strong reaction to our SiCore platform, we have updated our plans for that Brighton facility to redesign our initial production line to be SiCore focused. We'll continue to produce SiMaxx out of Fremont until a second line begins production in Brighton.

作為額外的步驟，為了回應市場對我們的 SiCore 平台的強烈反應，我們更新了布萊頓工廠的計劃，重新設計我們最初的生產線，以 SiCore 為重點。我們將繼續在弗里蒙特生產 SiMaxx，直到第二條生產線在布萊頓開始生產。

Looking ahead, we have already carry our momentum from the beginning of the year into the second quarter across several of our initiatives. First, we recently signed our first long-terms manufacturing agreement with one of our tool manufacturing partners to confirm our collaboration and strategic alignments. This new agreement established overall engagement and moves us from operating transitionally to a partnerships framework.

展望未來，我們已經透過多項措施將年初的動能延續到第二季​​。首先，我們最近與我們的一個工具製造合作夥伴簽署了第一份長期製造協議，以確認我們的合作和策略聯盟。這項新協議建立了全面參與，使我們從營運過渡到夥伴關係框架。

Second, we have expanded our partnership with several customers, including multiple purchase orders from out of Airbus for our SiMaxx 450 watt-hour per kilo higher energy intensity cell. They are continuing to use these cells in their project with SiMaxx supplying the necessary power and endurance for their stratospheric fly operation.

其次，我們擴大了與多家客戶的合作夥伴關係，包括來自空中巴士公司的多個採購訂單，購買我們的 SiMaxx 450 瓦時每公斤更高能量強度的電池。他們繼續在他們的專案中使用這些電池，SiMaxx 為其平流層飛行操作提供必要的動力和耐力。

We have also received the first production order for the U.S. Army's safe sales, and we expect to deliver them in later this year. This is the first order we have received after successful completion of the development of contracts, and we discussed that during our last call.

我們還收到了美國陸軍安全銷售的第一個生產訂單，預計將在今年稍後交付。這是我們成功完成合約開發後收到的第一份訂單，我們在上次通話中對此進行了討論。

Third, we have signed several new strategic partnerships in the second quarter. Most notably body with AI BOT and the stafl systems. Amprius will soon provide SiCore cells to both partners, ensuring maximum power and reliability for AI BOT's mission-critical operations and serving as a stafl system preferred battery cell supplier.

第三，第二季我們簽署了多個新的策略夥伴關係。最引人注目的是帶有 AI BOT 和 stafl 系統的車身。Amprius 很快就會向雙方合作夥伴提供 SiCore 電池，確保 AI BOT 關鍵任務操作的最大功率和可靠性，並成為 stafl 系統首選電池供應商。

We look forward to partnering with both teams as they work on shaping the future of electric mobility. I believe that these collaborations can provide Amprius with increase in sales, expanding market reach and greater market share in the high-performance battery market segment.

我們期待與這兩個團隊合作，共同塑造電動車的未來。我相信這些合作可以為安普瑞斯帶來銷售的成長、擴大市場覆蓋範圍以及在高性能電池細分市場上更大的市場份額。

Together, these high-profile customers and the strategic partnerships have helped strengthen Amprius traction in our industry. Just a few weeks ago, in response to the growing global awareness of our battery, Amprius hosted its first Taiwan Battery Forum where over 100 attendees from the industry leading companies and institutions learned about Amprius breakthrough silicon and battery technologies and partnership opportunities.

這些知名客戶和策略合作夥伴共同幫助增強了安普瑞斯在我們行業的吸引力。就在幾週前，為了響應全球對我們電池日益增長的認識，安普瑞斯舉辦了首屆台灣電池論壇，來自行業領先公司和機構的100 多名與會者了解了安普瑞斯突破性的矽和電池技術以及合作機會。

Also in April, Amprius was honored with the inaugural cleanTech Battery Company of the Year award at the market intelligence and research group Tech Breakthrough. This comes on the heels of the Amprius nomination to the fast charges annual list of the award and most innovative companies and other points of recognition for our business.

同樣在四月，Amprius 榮獲市場情報和研究小組 Tech Breakthrough 頒發的首屆年度清潔技術電池公司獎。在此之前，安普瑞斯被提名為快速收費年度獎項和最具創新性公司名單以及對我們業務的其他認可。

While we have a long known that our products are yet to be met at the commercial level, we are proud of that the industry is taking notice as well. It's clear that our recent customer expansion and the new industrial recognition signal a strong start to 2024 for Amprius. We are working hard to expand our production capacity to meet our sizeable in high demand, and we are confident in the path forward for Amprius.

雖然我們很早就知道我們的產品尚未達到商業水平，但令我們感到自豪的是，業界也注意到了這一點。顯然，我們最近的客戶擴張和新的行業認可標誌著安普瑞斯 2024 年的強勁開局。我們正在努力擴大生產能力，以滿足我們龐大的高需求，我們對安普瑞斯的前進道路充滿信心。

With that, I will turn the call over to our CFO, Sandra Wallach, to review our financial results for the current quarter. Sandra?

接下來，我將把電話轉給我們的財務長桑德拉·瓦拉赫 (Sandra Wallach)，以審查我們本季的財務表現。桑德拉？

Thank you Kang. I would now like to spend a few minutes covering some key financial updates. As a reminder, our detailed financials can be found in our shareholder letter. We finished the first quarter with $2.3 million in total revenue. As we've previously discussed, our total revenue is the combination of two main revenue streams, product revenue and development services and grant revenue.

謝謝康。我現在想花幾分鐘介紹一些重要的財務動態。提醒一下，我們的詳細財務資訊可以在我們的股東信中找到。我們第一季的總收入為 230 萬美元。正如我們之前討論的，我們的總收入是兩個主要收入來源的組合，即產品收入和開發服務以及贈款收入。

This quarter, all $2.3 million of our revenue came from our product revenue, representing a 397% increase from the prior year period and 147% sequential increase. These increases were largely driven by shipments to 82 customers in the quarter, a significant increase for Amprius. Although our product revenue remains largely driven by customer purchase orders that can arrive at uneven times throughout the year, we have shown consistent new customer growth and diversification in recent quarters.

本季度，我們 230 萬美元的收入全部來自產品收入，比去年同期成長 397%，比上年同期成長 147%。這些成長主要是由於本季向 82 家客戶發貨，這對 Amprius 來說是一個顯著的成長。儘管我們的產品收入仍然主要由全年到達時間不均勻的客戶採購訂單推動，但我們在最近幾個季度表現出了持續的新客戶成長和多元化。

Also of these customers, only three customers represented greater than 10% of revenue, a testament to our diverse customer set. As we've discussed in prior quarters, our development services revenue comes largely from large development programs that are nonrecurring in nature.

此外，在這些客戶中，只有 3 位客戶佔收入的比例超過 10%，證明了我們客戶群的多元化。正如我們在前幾個季度所討論的，我們的開發服務收入主要來自非經常性的大型開發案。

Moving to our profitability metrics, our gross margin was negative 190% for the quarter compared to negative 518% in the prior year period and negative 98% in Q4 of 2023. As a reminder, we see significant gross margin variation as our product and services revenue mix fluctuates. Also, we anticipated that factory startup costs would ramp up as we start Colorado design and preconstruction and still expect this to be the case through at least 2024. Longer term, we're confident that our GAAP gross margin will begin to normalize as we approach our capacity expansion goals.

轉向我們的獲利指標，本季毛利率為負 190%，去年同期為負 518%，2023 年第四季為負 98%。提醒一下，隨著我們的產品和服務收入組合的波動，我們看到毛利率有顯著變化。此外，我們預計，隨著我們開始科羅拉多州的設計和預施工，工廠啟動成本將會上升，並且仍然預計至少到 2024 年都會出現這種情況。從長遠來看，我們相信，隨著我們實現產能擴張目標，我們公認的會計原則毛利率將開始正常化。

Now onto our operating expense management. Our operating expenses for the first quarter were $5.9 million, a 6% decrease from the prior year period and flat quarter over quarter. This decrease is primarily attributable to a decrease in G&A costs that were offset by investment in R&D and sales. Our GAAP net loss for the first quarter was $9.9 million or a net loss of $0.11 per share was 90 million weighted average number of shares outstanding compared to a net loss of $0.11 per share was 84.6 million, weighted average number of shares outstanding in the prior year period.

現在來談談我們的營運費用管理。我們第一季的營運費用為 590 萬美元，比去年同期下降 6%，環比持平。這一下降主要歸因於一般管理成本的下降，但被研發和銷售的投資所抵消。我們第一季的GAAP 淨虧損為990 萬美元，每股淨虧損為9,000 萬股，每股淨虧損為9,000 萬股，而上一季每股淨虧損0.11 美元，每股淨虧損為8,460 萬股。

Also, as at March 31, 2024, there were 81 full-time employees, up from 80 in the fourth quarter and 65 in the prior year period. With those employees, primarily based in our Fremont, California location. Our share-based compensation for the first quarter was $1.2 million compared to $1.1 million in Q4 of 2023 and $0.7 million in the prior year period. As of March 31, 2024, we have 92.3 million shares outstanding.

此外，截至 2024 年 3 月 31 日，全職員工人數為 81 名，高於第四季的 80 名和去年同期的 65 名。這些員工主要駐紮在我們位於加州弗里蒙特的工廠。我們第一季的股權激勵為 120 萬美元，而 2023 年第四季為 110 萬美元，去年同期為 70 萬美元。截至 2024 年 3 月 31 日，我們有 9,230 萬股已發行股票。

Now turning to the balance sheet, we exited first quarter with $39 million in cash and no debt. Key drivers of our cash activity for the quarter were $9.8 million used in operating cash flow, $3.1 million used to continue our build-out of our expanded two-megawatt production line in Fremont, $0.8 million used for progress payments to secure our production slots for mechanical, electrical, and plumbing equipment, and $8.2 million of cash inflow added primarily to the usage of our ATM. Considering our business achievements and ongoing projects, we believe we are efficiently using capital to drive Amprius forward.

現在轉向資產負債表，我們第一季結束時擁有 3900 萬美元現金，沒有債務。本季現金活動的主要驅動因素是 980 萬美元用於營運現金流，310 萬美元用於繼續擴大弗里蒙特的 2 兆瓦生產線，80 萬美元用於進度付款，以確保我們的生產位置機械、電氣和管道設備，以及820 萬美元的現金流入主要增加了我們ATM 的使用。考慮到我們的業務成就和正在進行的項目，我們相信我們正在有效地利用資本來推動安普瑞斯向前發展。

Before I turn the call back over to Kang, I would like to take a moment to discuss our outlook for the remainder of the year. We expect to spend another $1million to $2 million on equipment to support the two-megawatt line in Fremont. This includes the necessary tools to have our cathode line up and running by the fourth quarter of this year.

在我把電話轉回康之前，我想花點時間討論一下我們對今年剩餘時間的展望。我們預計將再花費 100 萬至 200 萬美元購買設備，以支援弗里蒙特的 2 兆瓦線路。這包括在今年第四季之前讓我們的陰極上線並運行所需的工具。

As Kang mentioned, we're also finalizing the design work for our Colorado facility. We expect to publicly communicate a construction cost forecast once the plan is finished. As part of our ongoing strategic planning efforts, we filed a shelf registration on Form S-3 back in October of 2023 and once effective, establish a new ATM facility for $100 million.

正如康所提到的，我們也正在完成科羅拉多工廠的設計工作。我們希望在計劃完成後公開傳達建築成本預測。作為我們持續策略規劃工作的一部分，我們早在 2023 年 10 月就以 S-3 表格提交了貨架註冊，一旦生效，我們將耗資 1 億美元建立一個新的 ATM 設施。

Subsequent to March 31, 2024. and through May 3, we have raised gross proceeds of about $2.1 million through the sale of approximately 1 million shares under the ATM facility. To support our strategic plan, we are pursuing additional funding through multiple vehicles, including equity issuances, such as warrant exercises and sales under our ATM and non-diluted sources such as grants, loans and incentives.

自 2024 年 3 月 31 日起至 5 月 3 日，我們透過 ATM 設施出售約 100 萬股股票，籌集了約 210 萬美元的總收益。為了支持我們的策略計劃，我們正在透過多種方式尋求額外資金，包括股票發行（例如在我們的 ATM 下行使認股權證和銷售）以及贈款、貸款和激勵等非稀釋來源。

With that, I will conclude the financial discussion and pass the call back to Kang.

至此，我將結束財務討論並將電話轉回康。

Thanks, Sandra. I'd like to really emphasize this a few key points before closing. First, Amprius silicon anode technology continues to demonstrate the unmatched performance in our industry. Amprius batteries command a firm lead with their combination of 50 energy powered starting time and temperature performance. We are uniquely positioned for the electrical mobility market.

謝謝，桑德拉。在結束之前我想強調幾個關鍵點。首先，Amprius矽陽極技術持續展現出我們產業無與倫比的性能。Amprius 電池憑藉其 50 能量供電的啟動時間和溫度性能的組合牢牢領先。我們在電動車市場擁有獨特的定位。

Second Amprius batteries are commercially available today. Our breakthrough technologies are validated by over 80 customer orders. This quarter, we doubled our number of customers who received the shipments. Not only did we have our normal, repeat customers, but 52 were new customers, a testament to our robust demand pipeline. We look forward to further building out our customer book in the coming quarters.

第二款 Amprius 電池現已上市。我們的突破性技術已獲得 80 多個客戶訂單的驗證。本季度，我們收到貨物的客戶數量增加了一倍。我們不僅擁有正常的回頭客，還有 52 位新客戶，證明了我們強勁的需求管道。我們期待在未來幾季進一步擴大我們的客戶名冊。

Third, we are scaling our manufacturing capacity through building our own production capacity and the partnering with tool manufacturing partners. With our rent underway in Fremont, our design process moving forward in Brighton, and signed partnerships with additional tool manufacturing partners in place, we remain on track to deliver expanded production capacities, fulfill market demand.

第三，我們透過建立自己的生產能力以及與工具製造合作夥伴的合作來擴大我們的製造能力。隨著我們在弗里蒙特的租金開始，我們的設計流程在布萊頓推進，並與其他工具製造合作夥伴簽署了合作夥伴關係，我們仍將繼續擴大生產能力，滿足市場需求。

Finally, we are looking forward to several exciting upcoming milestones over the rest of the year. We expect to fully optimize our SiMaxx production process and the ramped up of production to a two megawatt hour run rate exiting the year at our Fremont capacity facility. This will represent a tenfold increase in our production levels that we had reached in 2023, and gave us additional available product for the strategical customers.

最後，我們期待在今年剩餘時間內實現幾個令人興奮的里程碑。我們預計將全面優化我們的 SiMaxx 生產流程，並將弗里蒙特產能工廠的產量提升至 2 兆瓦時運作率。這意味著我們的生產水準將比 2023 年提高十倍，並為我們的策略客戶提供更多可用產品。

We look forward to taking advantage of the hundreds of megawatt hours of new SiCore product availability provided by our tool manufacturing agreements to reach more customers and expand our current customer engagements. During the summer, we will deliver the 100ED form factor cell for the U.S. Advances Battery Consortium, USA BC, as a part of our brand program. We are in the process of finalizing the design plans and are excited to begin the construction of our gigawatt scale facility, Brighton, Colorado.

我們期待利用我們的工具製造協議提供的數百兆瓦時的新 SiCore 產品可用性來接觸更多客戶並擴大我們當前的客戶參與度。夏季，作為我們品牌計畫的一部分，我們將為美國不列顛哥倫比亞省的美國先進電池聯盟提供 100ED 形狀的電池。我們正在敲定設計計劃，並很高興開始建造位於科羅拉多州布萊頓的千兆瓦級設施。

As we always prioritized, we will continue to bring to market new and innovative products that push the boundaries of what is possible for our industry. As part of this, we look forward to commercializing our 500 watt-hour per kilo SiMaxx sales later this year.

正如我們始終優先考慮的那樣，我們將繼續向市場推出新的創新產品，突破我們行業的界限。作為該計劃的一部分，我們期待在今年稍後將每公斤 500 瓦時的 SiMaxx 銷售商業化。

As we look ahead, our strategy and focus in Amprius remains unchanged. We believe that the opportunity in front of Amprius is tremendous and that our product portfolio positioned us to both grow in the aviation market and expand it to other industries, seeking batteries with leading performance.

展望未來，我們在安普瑞斯的戰略和重點保持不變。我們相信，安普瑞斯面臨著巨大的機遇，我們的產品組合使我們能夠在航空市場上發展，並將其擴展到其他行業，尋求具有領先性能的電池。

Our addressable markets are growing and durable, including the 1.25 building conformal wearable battery market by 2030, the 33-building aviation battery market by 2030, and the 500-building EV battery market by 2033, all of which are on trade growth path in coming years. 2024 is off to a strong start. We look forward to continuing to deliver what we have planned and promised in the year ahead. Thank you for your continued support of Amprius Technologies.

我們的潛在市場正在不斷成長且持久，包括到2030年的1.25建築保形穿戴電池市場、到2030年的33建築航空電池市場以及到2033年的500建築電動電池市場，所有這些都在未來的貿易增長道路上年。 2024 年有一個好的開始。我們期待在來年繼續實現我們的計劃和承諾。感謝您對安普瑞斯科技的持續支持。

With that, I will turn it back to the operator for the Q&A.

這樣，我會將其轉回給接線員進行問答。

Thank you. At this time we'll open the lines for questions. The Company request that each participant limit their comments to one question and one follow-up. (Operator Instructions) Colin Rusch, Oppenheimer & Co.

謝謝。此時我們將開放提問專線。公司要求每位參與者將他們的評論限制為一個問題和一個後續行動。（操作說明）Colin Rusch，Oppenheimer & Co.

Thanks so much. Guys, there's an awful lot of new customers. Can you give us a sense of what the diversity is from a geographic standpoint and an application standpoint? You mentioned mobility. I'm just curious and if you can give us a sense of who those folks are and what sort of sampling they're doing at this point.

非常感謝。夥計們，新顧客太多了。您能否從地理角度和應用角度向我們介紹多樣性是什麼？你提到了流動性。我只是很好奇，您是否能讓我們了解這些人是誰以及他們目前正在進行什麼樣的抽樣。

Yeah, Colin. We have disclosed some customer we can disclose. Our customer coverage is quite broad. We are primarily in United States and Europe. We also have Asian customers. For example, we have customers in India. Our primary battery application for those customers is still in the aviation industry.

是的，科林。我們已經披露了一些我們可以披露的客戶。我們的客戶覆蓋率相當廣泛。我們主要在美國和歐洲。我們也有亞洲客戶。例如，我們在印度有客戶。我們為這些客戶提供的主要電池應用仍然是航空業。

Excellent. Thanks so much. And then as you move into working with the contract manufacturer. Can you talk a little bit about how you anticipate your potential scaling of sales? It seems to me that you guys are in a unique position to growth fairly quickly as you get into the balance of the year from a revenue perspective.

出色的。非常感謝。然後當您開始與合約製造商合作時。您能談談您如何預期潛在的銷售規模嗎？在我看來，從收入的角度來看，當你們進入今年的餘額時，你們處於一個獨特的位置，可以相當快地增長。

Yeah, we are strengthening our sales team with the introduction of the SiCore product. We basically resolved the manufacturing capacity issue, for that particular product. We have 100 megawatt hours capacity behind us, both in cylindrical form and in pouch form. So -- this gives us a tremendous support for our customer development effort here of companies, is the reason that we have to add more individuals to our sales force.

是的，我們正在透過推出 SiCore 產品來加強我們的銷售團隊。我們基本上解決了該特定產品的製造能力問題。我們擁有 100 兆瓦時的容量，包括圓柱形和袋形。因此，這為我們公司的客戶開發工作提供了巨大的支持，這也是我們必須在銷售團隊中增加更多人員的原因。

Thanks so much. And then in Fremont. Just the final one from me. Can you talk a little bit about the the tool qualification and how that's going? Are the machines and the primarily the key machine working as you anticipated as you go through all the testing processes?

非常感謝。然後在弗里蒙特。這只是我的最後一篇。您能談談該工具的資格認證以及進度嗎？在完成所有測試過程時，機器和主要關鍵機器是否按照您的預期工作？

Yeah, In Fremont, the only machine measured is the centrotherm machine, which produces the silicon nanowire. The rest of the equipment off-shelf equipment just like other people are using in the industry. So recently, the Fremont centrotherm machine started producing silicon anode for our batteries. So of course, we still need to adjust the production protocol to affect the production protocol, making it more efficient. This mission we see, qualification over the machine. What it means the machine can produce silicon anode for our battery.

是的，在弗里蒙特，唯一測量的機器是 centrotherm 機器，它生產矽奈米線。其餘的設備都是現成的設備，就像其他人在業界使用的設備一樣。最近，弗里蒙特 centrotherm 機器開始為我們的電池生產矽陽極。所以當然，我們仍然需要調整生產協議來影響生產協議，使其更有效率。我們看到這個任務，資質超過了機器。這意味著該機器可以為我們的電池生產矽陽極。

Thanks so much, guys.

非常感謝，夥計們。

Donovan Shafer, Northland Capital Markets.

多諾萬‧謝弗 (Donovan Shafer)，北國資本市場。

Hey, guys. Thanks for taking the questions. So first, I want to also ask about -- with the customer orders, with there being so many that you need to -- or deliveries to customers. So just as to kind of cross the T's and dot the Is. I just want to confirm. So you say 52 of those were to new customers across the electric mobility sector. Is there any [carrier] there? Or can you just take the 82 minus the 52 and to say that you got -- you had 30 repeat orders in the quarter. Is that accurate?

嘿，夥計們。感謝您提出問題。首先，我也想問客戶訂單（您需要的數量很多）或向客戶交貨的情況。就像交叉 T 並點 Is 一樣。我只是想確認一下。所以你說其中 52 個是針對電動車產業的新客戶。那裡有[載體]嗎？或者您可以將 82 減去 52 並說您在本季度有 30 個重複訂單。準確嗎？

Yes, that's the right math.

是的，這是正確的數學。

Okay. Great. And then, the other part of that is it looks like 76 of those the shipments were for SiCore. So yeah, I guess that raises the question, do you have some repeat customers where they previously did sign SiMaxx orders, and now they're showing an interest in Sicore? And so, that I guess they had enough interest in SiMAxx , but are also curious to know how this other product potentially works for them. Is that kind of what's going on there?

好的。偉大的。另一方面，看起來其中 76 批貨物是為 SiCore 供應的。所以，是的，我想這提出了一個問題，您是否有一些回頭客，他們之前簽署了 SiMaxx 訂單，現在他們對 Sicore 表現出了興趣？因此，我猜他們對 SiMAxx 有足夠的興趣，但也很想知道這個其他產品如何為他們工作。那裡發生的事情是這樣的嗎？

Yes.

是的。

The answer is yes. Yeah, we have a customer interest in both products.

答案是肯定的。是的，我們的客戶對這兩種產品都感興趣。

And some of that's crossing over, it seems like.

其中一些似乎是交叉的。

Those products offered, yeah. That's right, yeah.

提供這些產品，是的。沒錯，是的。

Okay. --Okay. And then I saw, in the letter to investors that the initial production in Colorado, you switched to -- that will be for SiCore now instead of SiMaxx. And you say that's in response to kind of customer interest. But what I'm curious, can you give us anything more in terms of like, what are the specific attributes about SiCore versus SiMaxx that is causing that interest?

好的。 - 好的。然後我在給投資者的信中看到，科羅拉多州的最初生產，現在將由 SiCore 而不是 SiMaxx 進行。你說這是為了回應客戶的興趣。但我很好奇的是，您能否向我們提供更多信息，例如 SiCore 與 SiMaxx 相比，引起人們興趣的具體屬性是什麼？

And also, is there a is there a difference in manufacturing costs that's that's an impact of there more one is, you know, less expensive to manufacture versus the other?

而且，製造成本是否有差異，這會產生影響，因為你知道，製造成本比另一種更便宜？

Yeah. One of the reason we have a tremendous interest for Sicore is because we have more SiCore for customers today. We have a large production capacity behind us, so we can serve a lot of more customers. The more customer we serve, the more interest to come to us. So definitely, when we look at the momentum we built up here. We say, hey, we probably need to do to the SiCore first. Because those customers by the time we finish our factory, we will have very significant inquiries from our customers.

是的。我們對 Sicore 抱持極大興趣的原因之一是因為我們今天為客戶提供了更多 SiCore。我們擁有龐大的生產能力，因此我們可以服務更多的客戶。我們服務的客戶越多，對我們的興趣就越多。因此，當我們看到我們在這裡建立的勢頭時，確實如此。我們說，嘿，我們可能需要先對 SiCore 進行處理。因為當我們的工廠竣工時，這些客戶將會收到來自客戶的大量詢問。

Okay. I see. So you've got the fact that you can have these conversations across SiCore, where you've got the tolling arrangements in place already with some manufacturers. So that creates more of an interest with the potential customer because okay, do you as you're ready to provide volume and then you might as well bring that manufacturing in-house over time.

好的。我懂了。因此，您已經知道，您可以在 SiCore 上進行這些對話，您已經與一些製造商達成了收費安排。因此，這會引起潛在客戶的更多興趣，因為好吧，當你準備好提供數量時，你可以隨著時間的推移將製造轉移到內部。

So then, I guess the question there is and how long or when should we start to expect to maybe see that tolling partnership that you've kind of buttoned up with one manufacturer? So do you have any sense around when that could start turning into some kind of a revenue around the Sicore product at a scale, even though it's sort of through tolling?

那麼，我想問題是，我們應該多長時間或何時開始期望看到您與一家製造商建立的收費合作夥伴關係？那麼，您是否知道這時候這可以開始大規模轉化為 Sicore 產品的某種收入，即使它是透過收費實現的？

Yes, we already have , you can see we have so many customer engagements now. So though we deliver this year, part of those customers will start to know some of those customers during the qualification stage. Well, not every customer give big orders, but soon we have so many customers. Well, we have over 80 customers than we expect a section of the customer will place decent orders this year.

是的，我們已經有了，您可以看到我們現在有很多客戶參與。因此，儘管我們今年交付，但部分客戶將在資格階段開始了解其中一些客戶。好吧，不是每個客戶都會下大訂單，但很快我們就有這麼多客戶了。嗯，我們有 80 多個客戶，比我們預期的要多，其中一部分客戶今年會下不錯的訂單。

Okay. And that if they make sense in terms of sequence that they some they're going to be incrementally more interested in taking SiCor, qualifying it, and figuring out if they can incorporate that into their offering scale, but to get to show that interest and go through that qualification process once you've validated or had handshakes and contracts and so assigned that people so you can back it up and say, okay, once you place an order, we're ready to go.

好的。如果他們在順序方面有意義，他們將越來越有興趣採用 SiCor，對其進行資格認證，並弄清楚他們是否可以將其納入他們的產品規模，但要表現出這種興趣並一旦您已經驗證或握手和簽訂合同，並分配了相關人員，就可以完成資格認證流程，這樣您就可以支持它並說，好吧，一旦您下了訂單，我們就準備好了。

Okay. Sorry just thinking out loud.

好的。抱歉，只是大聲思考。

I'll take the rest of my questions offline. Thank you, guys.

剩下的問題我會離線回答。謝謝你們，夥計們。

Jed Dorsheimer, William Blair.

傑德·多斯海默，威廉·布萊爾。

Hi, everybody. This is Mark shooter on behalf of Jed Dorsheimer.

大家好。我是馬克射手，代表傑德·多斯海默。

Come to question on the 76 customers say they all come to fruition, and I know you have hundreds of megawatts in the tool coaters, but is there a scenario in which you'll have to restrict allocation to a certain number of customers?

來提問的76個客戶說他們都實現了，我知道你們的工具塗層機有數百兆瓦，但是是否有一種情況，你們必須限制分配給一定數量的客戶？

Yeah, we have a Mark we have a tremendous capacity for Sicore customer. I would say in 2024, maybe even 2025, we should not have supply issues.

是的，我們有一個標誌，我們為 Sicore 客戶提供了巨大的能力。我想說，到2024年，甚至2025年，我們不應該有供應問題。

Understood. Okay. And do you see any of those potential customers -- is there any restriction on converting to PO based on where the materials coming from? I'm thinking, Okay. I'd like to miss a deal if you would rather wait for US domestic production. Is that a factor at all in your conversations?

明白了。好的。您是否看到任何潛在客戶 - 根據材料的來源，轉換為 PO 是否有任何限制？我在想，好吧。如果您寧願等待美國國內生產，我寧願錯過交易。這是你們談話中的因素嗎？

Yeah, the customer engaged, they shouldn't have that problem. The customer who has -- the customers are who have concerns would not engage with us for tool manufacturing model.

是的，客戶參與了，他們不應該有這個問題。有顧慮的客戶不會與我們合作開發工具製造模型。

Understood. Okay, thank you. And lastly, here, congrats on the award with the military. Can you give any color on the unit volumes we should be expecting or ASPs or margin, any color on how we should be modeling that?

明白了。好的，謝謝。最後，在這裡，恭喜您獲得軍方的獎勵。您能否對我們應該預期的單位銷售或平均售價或利潤率給出任何顏色，以及我們應該如何建模的任何顏色？

Yeah, Sandra. I'll let you address this.

是的，桑德拉。我會讓你解決這個問題。

So that is a larger order that is scheduled to go out this year. But we haven't given guidance on pricing and margins on that.

這是計劃今年發出的更大訂單。但我們尚未給出有關定價和利潤的指導。

Okay. Understood. Thank you.

好的。明白了。謝謝。

Chris Souther, B. Riley Securities.

Chris Souther，B. Riley 證券公司。

Hey, guys, thanks for taking my questions. So about six months ago, we were talking about customer commitments of tens of megawatt hours and indications of hundreds of megawatt hours for SiMaxx. Are most of those commitments for customers that can switch over to SiCore, at least in the interim with that first line, you're going to have up and running and maybe even utilize some of the toll manufacturing in the interim on or you can -- you help kind of understand like what the customer evolution is a little bit better as far as, um, you know, switching over to this newer product, just because you're going to have a lot more capacity quicker for that project?

嘿，夥計們，謝謝你回答我的問題。大約六個月前，我們談論了客戶對 SiMaxx 數十兆瓦時的承諾以及數百兆瓦時的跡象。大多數這些承諾是針對可以切換到 SiCore 的客戶，至少在第一條生產線的過渡期間，您將啟動並運行，甚至可能在過渡期間利用一些委託製造，或者您可以 - - 你幫助理解客戶的發展會更好一點，嗯，你知道，切換到這個新產品，只是因為你會更快地為該專案提供更多的容量？

Yeah, the customer -- Chris, of customers who are interesting is SiMaxx, they would not easily shift to say for the SiCore because, as you know , we sold out our 2024 capacity for SiMaxx. The demand for SiMaxx is still very strong. So the customer wants to have a SiMaxx product for a reason.

是的，克里斯，有興趣的客戶是 SiMaxx，他們不會輕易轉向 SiCore，因為如您所知，我們已經售罄了 2024 年 SiMaxx 的產能。對SiMaxx的需求仍然非常強勁。因此，客戶想要擁有 SiMaxx 產品是有原因的。

Yes, SiMaxx not only offer super high energy density, it also offer a very high power capability. We have a customer interest in both products but I have not seen customer willing to compromise saying since the effect, SiMaxx is not as readily available and I'm going to use SiCore.

是的，SiMaxx 不僅提供超高能量密度，還提供非常高的功率能力。我們的客戶對這兩種產品都有興趣，但我還沒有看到客戶願意妥協，因為結果是，SiMaxx 不太容易獲得，我將使用 SiCore。

Yes. Okay. So it's kind of what are the conversations like as far as those customers who were expecting the first line to be in Colorado it would be SiMaxx. And now, it might be a little bit further that they do have to wait. Is that going to impact any product launches to some of the key customers you've talked about previously? Or how do you kind of address that in the interim? I'm curious.

是的。好的。對於那些希望第一條線路出現在科羅拉多州的客戶來說，對話是這樣的：SiMaxx。而現在，他們必須等待的時間可能有點長。這是否會影響向您之前談到的一些主要客戶推出的任何產品？或者說，你如何在此期間解決這個問題？我很好奇。

Yeah, at this time our design, likes to have first line for SiCore. That doesn't mean we have to wait for two or three years to build a SiMaxx. So the SiMaxx by the year end, we have a full manufacturing protocol for SiMaxx validate at the Fremont with the two-megawatt facility. So we are ready to do larger scale. So now, our plan is we design this factory, not only for SiCore, also for SiMaxx. We just procured our first line and production line for SiCore.

是的，目前我們的設計，喜歡為 SiCore 設計第一線。這並不意味著我們必須等待兩三年才能建造 SiMaxx。因此，到年底，我們將在弗里蒙特的兩兆瓦工廠對 SiMaxx 進行完整的製造協議驗證。所以我們準備做更大的規模。所以現在，我們的計劃是我們設計這個工廠，不僅為 SiCore，也為 SiMaxx。我們剛剛為 SiCore 採購了第一條生產線和生產線。

Okay. And then can you quantify in any way beyond your customer numbers being impressively quick to grow here? How commitment and indications are for SiCore that you're kind of characterizing that one for the first line? And are there significant expectations of CapEx savings for that initial line fill for SiCore versus SiMaxx?

好的。然後，除了客戶數量快速成長之外，您還能以任何方式進行量化嗎？SiCore 的承諾和跡像如何，您在第一行中描述了這一點？與 SiMaxx 相比，SiCore 的初始生產線填充是否有顯著的資本支出節省預期？

Yeah, Sicore line, of course, is based on our estimate of that relatively lower cost. Okay. This is the off-shelf production line. So it is a proven manufacturing process. Currently, we are using a pro manufacturing partner to do for us. We know exactly how the process looks like, how the machine configuration is.

是的，Sicore 系列當然是基於我們對相對較低成本的估計。好的。這是現成的生產線。因此，這是一種經過驗證的製造流程。目前，我們正在聘請專業製造合作夥伴為我們做這件事。我們確切地知道流程是什麼樣的，機器配置如何。

(Operator Instructions) Jeff Grampp, Alliance Global Partners.

（操作員說明）Jeff Grampp，Alliance Global Partners。

Afternoon. Curious going back to the on the customer count that you guys had in the quarter. Curious if you guys have kind of a percentage or rough numbers that are taking both SiCore and SiMaxx and wondering if you have a sense or any insight as to the ones that maybe are taking both. Is that to maybe assess a better fit within a specific use case? Or might there be customers that could be ultimately be customers of both products for different use cases? Any insight there?

下午。很好奇回到你們本季的客戶數量。很好奇你們是否有同時採用 SiCore 和 SiMaxx 的百分比或粗略數字，並且想知道你們是否對可能同時採用這兩種技術的人有一定的了解或見解。這是為了評估更適合特定用例的情況嗎？或者是否有客戶最終可能成為不同用例的兩種產品的客戶？有什麼見解嗎？

Yeah. As we mentioned in our call of the quarter, the primary driver of our revenue last quarter, actually we have almost the people purchase equal amounts SiMaxx and SiCore. But we have a lot more new customers for SiCore product because we have capacity available to them. If we have had more capacity for SiMaxx , we'll have a lot of more SiMaxx customer as well.

是的。正如我們在本季度電話會議中提到的，這是我們上季度收入的主要驅動力，實際上我們幾乎所有的人都購買了等量的 SiMaxx 和 SiCore。但我們有更多 SiCore 產品的新客戶，因為我們有可用的產能。如果我們擁有更多的 SiMaxx 容量，我們也會擁有更多的 SiMaxx 客戶。

Understood. That's helpful. And for my follow-up, maybe for Sandra, any rough numbers or timeline in terms of when you guys might have a final number to share publicly on the cost of Colorado. Is that something that's months away a year end? Or just any kind of benchmarks to kind of think about here without holding you to too tight of a timeline?

明白了。這很有幫助。對於我的後續行動，也許對於桑德拉來說，任何粗略的數字或時間表，即您何時可以公開分享科羅拉多州成本的最終數字。這是距離年底還有幾個月的事嗎？或者只是在這裡考慮任何類型的基準，而不會讓你的時間線太緊？

Yes, we we've completed the 30% construction drawings. We believe we'll have the 100% construction drawings at the end of the summer that will allow us to get a more high-confidence cost estimate as well as the schedule. And so I think we should be able to give some sort of guidance in exiting the third quarter.

是的，我們已經完成了 30% 的施工圖。我們相信我們將在夏季結束時獲得 100% 的施工圖，這將使我們能夠獲得更有把握的成本估算和時間表。因此，我認為我們應該能夠在退出第三季時提供某種指導。

Great. Look forward to it.

偉大的。敬請期待。

Thank you.

謝謝。

Amit Dayal, H.C. Wainwright.

阿米特·達亞爾 (Amit Dayal)，H.C.溫賴特。

Thank you and good afternoon everyone, with respect to sort of this ramp in new customers, how should we think about on revenues for 2024, given that you do have all of the cooling capacity available. Is there anything in the pipeline that could materialize into sort of in order that is larger than everyone instead of expecting at this point that could be move expectations for 2024 are higher than where they are.

謝謝大家，大家下午好，關於新客戶的成長，考慮到你們確實擁有所有可用的冷卻能力，我們應該如何考慮 2024 年的收入。是否有任何事情可能會具體化為比所有人都大的訂單，而不是在這一點上預期對 2024 年的預期可能會高於目前的水平。

So we see we have a very impressive number of customers today. So at this moment, we don't know which customer can finish their qualification process. We have some customers already placed order for their commercial use, but we have a larger fraction of a customer engages with us. start purchasing small quantity of the batteries for qualifications. I think we may have more clarity of that in Q2, later part of Q2, which customer can start offering our larger orders.

所以我們看到今天我們擁有非常可觀的客戶。所以目前，我們不知道哪個客戶可以完成他們的資格認證流程。我們有一些客戶已經下訂單用於商業用途，但我們有更大比例的客戶與我們互動。開始購買少量電池以獲得資格。我認為我們可能會在第二季、第二季後期更清楚地了解哪些客戶可以開始提供更大的訂單。

Okay. Understood. And then the $2.3 million in sales for 1Q, was it also SiMaxx? If you could just maybe give color on what the mix was within SiMaxx and SiCore?

好的。明白了。那麼第一季 230 萬美元的銷售額，也是 SiMaxx 嗎？您能否詳細說明一下 SiMaxx 和 SiCore 中的混合內容？

Yeah, great question. So it was roughly 50-50 between the two.

是的，很好的問題。所以兩人的比數大概是50-50。

Okay.

好的。

I'm sorry, it's a little bit more. I gave an answer to that. It's about $1 million in SiMaxx and about $1.3 million in SiCore.

抱歉，有點多了。我對此給出了答案。SiMaxx 的售價約為 100 萬美元，SiCore 的售價約為 130 萬美元。

Okay. And SiMaxx, all came from Fremont?

好的。還有SiMaxx，都來自弗里蒙特？

Yes.

是的。

Okay. And that's on I guess I'll take my other questions offline. Thank you.

好的。我想我會把我的其他問題離線。謝謝。

At this time, this concludes our question-and-answer session. If you have any additional questions, you may contact Amprius's Investor Relations Team at ir@amprius.com. I would now like to turn the call over to Dr. Sun for his closing remarks.

至此，我們的問答環節就結束了。如果您有任何其他問題，可以透過 ir@amprius.com 聯繫 Amprius 的投資者關係團隊。我現在請孫博士作總結發言。

Thanks again, everyone, for joining us today. As a reminder, you may learn more about our company, funded additional updates as we learn about upcoming events and presentations from the Investor Relations section of our website. We hope to see you at our upcoming investor conferences, and I will continue to update you on the exciting progress we are making in both Fremond and Colorado.

再次感謝大家今天加入我們。謹此提醒，當我們從我們網站的投資者關係部分了解即將舉行的活動和演示時，您可以了解有關我們公司的更多信息，並資助額外的更新。我們希望在即將舉行的投資者會議上見到您，我將繼續向您通報我們在弗里蒙德和科羅拉多州取得的令人興奮的進展。

Finally, I'd like to thank our employees, others and the shareholders for their continued support. Operator?

最後，我要感謝我們的員工、其他人和股東的持續支持。操作員？

This will conclude today's conference. You may disconnect your lines at this time and thank you for your participation.

今天的會議到此結束。此時您可以斷開線路，感謝您的參與。