The Matsushita story generated a lot of discussion on this board. They announced that volume production had started on january 20, at an initial rate of 300,000/month increasing to 600,000 by summer and one million in the fall. At first glance, it would appear that they've beaten VLNC and other to the punch.
But what does "volume production" really mean? The story in last week's EETimes (below) may have been posted previously by someone (I may have missed it), but it says Matsushita has already provided samples to over 10 customers, and "broad sampling is slated for April." Valence has been providing samples to at least 25 customers for some time now. So, is Matsushita really ahead?
This should also provide food for thought to those who wonder why Valence apparently are at some level of production without any announced contracts. Matsushita is producing in volume while 3 months away from providing "broad samples."
Guest market monitor should be Mark Libovit(sp) who recommended Valence last time he was on the show. With ULBI's problems, he could well argue that Valence is the #1 pick for modern re-chargeable batteries for portable electronics.