Amprius Technologies (AMPX) investor relations material

Key trends in UAV battery innovation

• UAV performance is increasingly defined by battery energy density, power delivery, and system integration, not just airframe or software advances.

• Battery requirements vary widely by UAV application, with trade-offs between payload, endurance, discharge rate, and weight.

• Advances in silicon anode and solid-state battery technologies are enabling higher energy densities, improving both range and payload capacity.

• Custom battery packs and rapid engineering cycles are essential due to the lack of standardization and unique mission profiles.

• Defense electrification and programs like Drone Dominance are accelerating innovation and production capacity in the U.S.

Challenges and opportunities for scaling next-gen batteries

• Rapid prototyping and compressed development timelines are now required to meet evolving mission needs.

• NDAA compliance and supply chain localization are critical, driving demand for domestic cell and battery management system production.

• Traceability and certification are increasingly important for both defense and commercial customers.

• Standardization is needed to streamline operations and reduce complexity, especially for defense applications.

• Technical hurdles, supply chain constraints, and regulatory requirements all impact the adoption of new battery technologies.

Emerging technologies and future outlook

• Solid-state, fluoride-ion, and aluminum-air batteries are promising for future UAV applications, offering higher energy densities and safety.

• Hybrid systems combining batteries with ultracapacitors or fuel cells are being explored for peak power and endurance.

• Increased energy density allows for either longer range or heavier payloads, with significant operational advantages.

• Industry expects further separation of battery chemistries by application, with ongoing innovation driven by both defense and commercial demand.

• Battery technology improvements are seen as the main lever for future UAV performance gains, given the maturity of electric motor efficiency.