Mar 21, 2025
Company News
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- EN
As the global energy transition advances and the electric vehicle industry moves toward higher performance and greater safety, solid-state batteries, as the core direction of next-generation energy storage technology, are attracting unprecedented capital and R&D investment. Currently, more than 75 enterprises worldwide have actively deployed in the solid-state battery field. Although most technologies are still in the laboratory R&D or pilot-scale stage, their enormous market potential is clearly visible. The industry generally expects that by 2030, the global solid-state battery market size is expected to exceed 100 billion RMB. An industrial race that will shape the future energy landscape has already begun.
On the battery manufacturing side, leading Chinese enterprises are demonstrating strong R&D determination and advancement speed.
As a global power battery giant, CATL has significantly increased its investment in all-solid-state batteries this year, with the R&D team scale expanded to over 1,000 people. The company mainly focuses on the sulfide electrolyte technical route, has completed the trial production of 20Ah-level samples, and aims to achieve small-scale trial production in 2027, followed by large-scale mass production and commercial application around 2030.
BYD has also made rapid progress in the solid-state battery field. Its independently developed 60Ah large-capacity all-solid-state battery cell has reached an advanced energy density of 400Wh/kg (volumetric energy density of 800Wh/L). BYD plans to launch the demonstration installation of all-solid-state batteries in vehicles around 2027 and achieve large-scale on-board application after 2030.
Meanwhile, mainstream battery manufacturers such as Gotion High-Tech, EVE Energy, CALB, Sunwoda Electronic, Farasis Energy, and SVOLT Energy are accelerating their pursuit. Gotion High-Tech's all-solid-state battery pilot line has been put into operation with a yield rate of 90%; Sunwoda Electronic's mass production of consumer-grade semi-solid-state batteries has exceeded 10 million units; SVOLT Energy's semi-solid-state batteries have completed the B-sample offline, marking a key stage in the productization process.
On the vehicle manufacturer front, major domestic automakers including FAW Group, GAC Group, SAIC Motor, Geely Auto, and Dongfeng Motor have deeply involved in the solid-state battery field. Through the dual-drive model of "independent R&D + industrial chain cooperation," they are jointly promoting the industrialization of technology.
Notably, the localized supporting capacity of China's solid-state battery industry chain is rapidly improving. From raw materials, electrolyte preparation to battery cell production equipment, the domestic supply chain is becoming increasingly improved. For example, in the key link of solid electrolyte material preparation, Infor's vertical sand mill, with its excellent characteristics of high efficiency, energy saving, ultra-fine grinding, and zero clogging, provides a reliable equipment solution for the mass production of solid electrolytes with high performance and strict consistency requirements. In the future, as large-scale mass production approaches, more stringent requirements will be placed on the cost, efficiency, and long-term stability of production equipment, making continuous innovation in the equipment link crucial.
In the European and American markets, traditional automotive giants and technology enterprises are increasing their investment in solid-state batteries with unprecedented intensity.
Enterprises from countries such as the United States, the United Kingdom, and Germany, including Mercedes-Benz, BMW, and Volkswagen, have laid out solid-state technology through investing in start-ups and co-establishing R&D centers. Some leading enterprises' test vehicles have achieved breakthrough data in real vehicle driving range, and the pace of commercial verification is accelerating.
The Japan-South Korea camp, relying on their profound material and process accumulation in the traditional lithium battery field, has chosen a more steady but technically challenging R&D path. Enterprises such as Toyota, Honda, LG Chem, and Samsung SDI continue to increase R&D investment and constantly adjust and optimize process routes. For example, LG Chem's innovative "spray recrystallization" process has effectively solved the industry problem of sulfide solid electrolyte particle uniformity. Japanese enterprises represented by Toyota still regard 2030 as an important time node for the commercialization of sulfide all-solid-state batteries.
Entering 2025, the development focus of the global solid-state battery industry has undergone profound changes. The industry's attention is shifting from competing for single theoretical performance parameters (such as energy density) to more practical industrial core issues such as mass production yield, process optimization, cost control, and supply chain construction.
This shift marks that the solid-state battery industry is entering a critical transition period from "technology R&D" to "engineering and marketization." Whether it is the close collaboration of China's industrial chain, the active business model exploration of European and American enterprises, or the extreme refinement of basic processes by Japanese and South Korean enterprises, global industrial forces are jointly promoting solid-state batteries to cross the gap from laboratory samples to large-scale commodities from different dimensions.
This cross-border and cross-industry race will not only reshape the competitive pattern of the global power battery industry but also lay a solid foundation for safety and performance for the electrified future of global transportation. The ultimate winners will surely be the enterprises and industrial chain alliances that can take the lead in solving mass production problems and achieving stable, reliable, and cost-controllable commercial delivery.
