In recent years, with the vigorous development of the new energy vehicle market, solid-state batteries, as the core of the next generation of power battery technology, are gradually moving from the R&D stage to mass production.
With the announcement of the mass production schedule of solid-state batteries of major battery manufacturers and car companies, the industrialization of solid-state batteries has been clarified, and the industry has great development.
CATL
In April this year, CATL announced the R&D and mass production schedule of all-solid-state batteries for the first time. Its chief scientist Wu Kai said that if technology and manufacturing maturity are used as an evaluation system (scored on a scale of 1-9), CATL's all-solid-state battery R&D is currently at the level of 4 points, and CATL's goal is to reach the level of 7-8 points by 2027, which means that all-solid-state batteries can be produced in small batches by then.
Wu Kai said that the sulfide route is faster, the first mass production is relatively more likely, but also CATL currently invested in research and development of more technology routes, CATL is towards the all-solid-state battery accounted for battery market share of 1% of the target efforts.
Gotion Hi-Tech
In May this year, Gotion Hi-Tech launched the first all-solid-state battery. The battery can realize an energy density of 350Wh/kg, and the energy density of the battery pack system based on the Goldstone battery can reach 280Wh/kg.
Pan Ruijun, chief engineer of Gotion's all-solid-state battery project, said that the all-solid-state battery is planned to be on board the car in 2027 in small quantities for experimentation. If the test goes well, mass production is expected to be realized in 2030 as the industrial chain is gradually established.
EVE
In June of this year, EVE conference disclosed the all-solid-state battery development plan.
According to the plan, EVE has chosen the sulfide and halide composite solid-state electrolyte technology route to address the challenges of controlling the manufacturing environment, homogeneous mixing of the electrolyte and the active substance, cladding, and selection of a suitable binder.
In terms of timetable, EVEs all-solid-state batteries will be divided into two steps. It is expected to realize the breakthrough of production process in 2026, and launch all-solid-state batteries with high power, high environmental tolerance and absolute safety, which will be mainly used in the hybrid power field. The company further launch all-solid-state batteries with high specific energy of 400Wh/kg in 2028.
BYD
According to the news from the market, BYD's solid-state battery may adopt the technical route of high nickel ternary (monocrystalline) + silicon-based anode (low expansion) + sulfide electrolyte (composite halide), and the energy density of the battery pack exceeds 280Wh/kg.
According to the mass production schedule, BYD may produce small batches in 2027 and equip them on BYD's high-end models, with a demonstration project scale of about 1,000 units. In 2030, it is expected that 40,000 vehicles will be equipped with all-solid-state batteries. In 2033, it is expected that 120,000 vehicles will be equipped with all-solid-state batteries.
Sunwoda
In July this year, Sunwoda's subsidiary Sunwanda Power Technology Co., Ltd. and Songshan Lake Materials Laboratory officially signed the "Framework Agreement on Jointly Building Dongguan Songshan Lake Solid-State Battery Public R&D Platform" in Dongguan. This marks that the two parties will carry out in-depth cooperation in the field of solid-state batteries.
At the same time, Sunwoda also announced its own solid-state battery mass production schedule. Sunwoda said that the first generation of all-solid-state battery products with an energy density of 400Wh/kg has been tested, and the second-generation all-solid-state battery with a higher energy density is also being developed. The design and construction of the all-solid-state battery production line are also accelerating at the same time, and it is planned to have mass production capacity in 2026, when it is expected to reduce the cost of all-solid-state batteries with polymer systems to 2 yuan/Wh, which is close to the cost of semi-solid-state batteries.
Svolt
Svolt stated that sulfide is currently the company’s main focus due to its high lithium ion conductivity, low specific gravity and relatively good processing performance.
SVOLT already has the ability to prepare 20Ah all-solid-state batteries, with an energy density of 380Wh/kg. In terms of mass production schedule, in June today, Miao Lixiao, general manager of Honeycomb Energy's cutting-edge technology research and development, said that the company's all-solid-state positioning is more than 400Wh/kg, mainly covering high-end models of 800 kilometers and more than 1,000 kilometers, and it is estimated that it will be installed after 2030.
GAC
In April this year, GAC Group officially announced the all-solid-state battery technology, which will be mass-produced in 2026 and installed in Haobo models. According to reports, GAC Group's all-solid-state battery has an energy density of more than 400Wh/kg and a cruising range of more than 1,000 kilometers.
SAIC
In May this year, SAIC Motor publicly announced that its all-solid-state battery (based on the polymer-inorganic composite electrolyte technology route) will be mass-produced in 2026, with an energy density of more than 400Wh/kg. It is expected that by 2027, the new Zhiji vehicle equipped with an all-solid-state battery will be mass-produced and officially delivered to customers, and the energy density will be further increased to 500Wh/kg.
Chang’an Automobile
In December 2023, Chang'an Automobile disclosed research minutes that Chang'an Automobile is developing solid-state batteries with energy density of 350-500Wh/kg. Battery technology planning, Changan Automobile plans to gradually mass production application of solid-state batteries in 2025, in 2030 the full popularization of the application of solid-state batteries.
Welion
Weilon said during the research that it is tentatively scheduled to realize the mass production of all-solid-state batteries around 2027.
Dongfeng Nissan
In November 2023, Dongfeng Nissan released a new strategy. Its planning path for all-solid-state batteries is to launch a pilot factory in 2024 and mass-produce it before 2028.
Toyota
Toyota insists on researching the sulfide route and currently has more than 1,300 solid-state battery patents. In June 2023, Toyota announced that it would launch pure electric vehicles equipped with all-solid-state batteries on the market as early as 2027, and achieve full mass production thereafter.
Honda
In 2023, Honda announced plans to launch a demonstration production line for all-solid-state batteries in 2024, and expects all-solid-state batteries to be installed on new models from 2025 to 2030.
Nissan
In early 2024, Nissan announced that it would officially launch the all-solid-state battery production process in March 2025, and set 2028 as the time node for mass production of all-solid-state batteries.
Panasonic Group
In September 2023, Panasonic Group Chief Technology Officer Ogawa Tachio said that it plans to mass-produce all-solid-state batteries for small drones by 2029.
LG Energy Solution
LG Energy Solution said that it is actively developing lithium-sulfur batteries as next-generation battery technology, and plans to start mass production in 2027, and the mass production of all-solid-state batteries is expected to be realized in 2030.
Samsung SDI
Samsung SDI's all-solid-state battery roadmap announced at Inter Battery 2024 shows that it will be mass-produced in 2027 and is expected to have an energy density of 900Wh/L. At present, Samsung SDI has established an all-solid-state battery pilot production line at its R&D center in Suwon, south of Seoul.
SK On
In June this year, it was reported that SK On had purchased equipment from supply chain companies and started construction of a solid-state battery pilot production line at Daejeon Battery Research Institute, with the goal of completing it in 2025 and starting mass production in 2029.
Hyundai Motor
The head of Hyundai Motor's R&D said that the company plans to trial-produce electric vehicles equipped with solid-state batteries in 2025, partially mass-produce them in 2027, and achieve full mass production around 2030.
Solid Power
In November 2023, Solid Power announced that it had produced the first batch of solid-state battery A samples and delivered them to BMW, and according to the schedule, Solid Power will achieve mass production of all-solid-state batteries by 2030.
Judging from the mass production schedules announced by major battery companies and car companies around the world, 2027 and 2030 are important time nodes. They are also the time nodes when most battery companies and car companies say they have mass production capabilities.
Source：https://news.bjx.com.cn/html/20240715/1388818.shtml
