Initial Litium deactivation is 30 % compared to 9 % with slow formation loading.
At naive face value, "just" adding an extra 30% capacity to offset expected lithium deactivation implies proportional increases in material COGS and package mass/volume, all other factors being equal.
Unless (a) a manufacturer is optimizing for throughput; (b) production is constrained at this initial charge stage; and (c) supply substantially lags demand; this strikes me as a non-starter in most of the consumer space.
On a normalized basis, if current practice yields 91% finished capacity (i.e. 9% deactivation loss), and the new proposed process is expected to yield 70% finished capacity (i.e. 30% deactivation loss), then the question is how much initial material must the new proposed process start with to end with the equivalent finished capacity as the current practice?
FinCap = InitCap * (1 - DeactivationRate)
0.91
0.91 = InitCap * 0.70 --> InitCap = ---- = 1.30
0.70