Analysts Are Neutral on Top Consumer Cyclical Stocks: Mobileye Global, Inc. Class A (MBLY), QuantumScape (QS)We would expect this to take 12-18 months, not 3 to 5 years. QuantumScape’s novel cell design and ceramic separator require new manufacturing equipment, so C sample is a significant step requiring heavy capex investment. We expect OEMs to evaluate the performance, scale, and cost of silicon anodes carefully before allocating large capex to fund the capacity build.