Amprius Technologies · Robotics Bottleneck Research

What it doesHigh-energy-density silicon-anode cells.

在干什么高能量密度硅负极电芯。

Name sheetAmprius Technologies

Why it mattersThe endurance and payload ceilings of flying and mobile robots are set directly by energy density; this is one of the few components that can change which robot form factors are feasible at all.

为何重要能量密度直接决定飞行与移动机器人的续航与载荷上限，是少数能够改变机器人形态可行域的零部件。

Caveat

Q2 2026 revenue $34m (+126%) but a $5.1m net loss; customer concentration plus Asian contract manufacturing. Verify cycle life, yield and cost.

风险提示

2026 年 Q2 收入 3,400 万美元（+126%），但净亏 510 万美元；客户集中，且依赖亚洲代工。须核验循环寿命、良率与成本。

ProductHigh-energy-density silicon-anode cells

Value accrualPremium cell economics if performance, cycle life, yield, and cost scale

Key riskQ2 2026 revenue $34m (+126%) but net loss $5.1m; customer concentration and Asian contract manufacturing are material. Verify cycle life, yield, cost, and supply resilience.

Bottlenecks瓶颈 P15 Battery, thermal, power电池、热管理与电源

Class: public
Country: US
HQ: Fremont, United States
Layer: Power / Battery
Systems: heart
Caveat stance: avoid
Ticker: AMPX
Exchange: NYSE
Purity: Medium / battery pure play, robotics indirect
Valuation tier: 2
Last verified: 2026-08-12
Confidence note: High facts / Moderate robotics relevance
Sources: S-PUB-009
Translated fields: what_it_does_en · why_it_matters_en · caveat_en
Chain position: upstream

COMPANY RESEARCH公司研究 Commercial evidence商业证据 Expand +展开 + Collapse −收起 −

Commercial evidence shows how far a company has moved from a product claim to repeatable customer value. We look for a defined customer task, paid deployment, operating results, the human help required, and economics that can support repeat use. Missing information stays unassessed; it does not count as evidence against the company.商业证据用于判断一家公司从产品宣称走到了可重复客户价值的哪一步。我们关注明确的客户任务、付费部署、运行结果、所需人工协助，以及能否支持重复采用的经济性。缺失信息保持未评估，不会被当作对公司的负面证据。 Each item below applies only to the cited document and period. It should be read with its evidence class, review date, and stated limits.以下每项内容仅适用于所引文件与期间，阅读时应同时考虑证据类别、核查日期与已说明的局限。

Customer and task
客户与任务: Not yet assessed in this structured record.本结构化记录尚未评估。
Deployment and payment
部署与付款: Not yet assessed in this structured record.本结构化记录尚未评估。
Task results and human assistance
任务结果与人工协助: Not yet assessed in this structured record.本结构化记录尚未评估。
Cost and repeat purchases
成本与复购: Not yet assessed in this structured record.本结构化记录尚未评估。
What the evidence cannot establish
证据的局限: Not yet assessed in this structured record.本结构化记录尚未评估。

How to evaluate commercial evidence如何评估商业证据