In early November 2024, the news related to all solid-state batteries was densely released.On November 5th, announced the latest sulfide solid-state battery patent- "Diverous sulfide material and its preparation methods, lithium-ion batteries".On the same day, Xinwangda announced that it would be expected to complete the energy density in 2027 greater than 700Wh/KG full solid -state battery laboratory.On November 6, the Ningde Times announced that its vulcanizes all solid -state batteries have recently entered the 20AH sample trial stage.On November 7, Tailan New Energy announced that a full -solid -state battery without diaphragm will start mass production in 2027.On November 8th, GAC Group stated that it has initially opened the full -solid battery process manufacturing process, and is expected to be loaded in 2026.
With the transformation of the global energy structure and the rapid growth of the new energy vehicle market, the markets demand for high -performance and high -safety batteries has increased.Due to its excellent safety, high energy density, and long cycle life, full -solid -state batteries have become research hotspots in the field of energy storage and power battery.This battery technology is not only vital to the future of the electric vehicle industry, but also the key to promoting the energy revolution and the realization of sustainable development. Chinese companies are breaking through the technical bottleneck, and full solid batteries are no longer far away from scene -based applications.
The potential of a full solid battery is huge. It is expected that the industrial scale will exceed 100 billion yuan in 2030
All components that make up the battery are "solid" batteries .This type of battery uses solid electrolytes to replace electrolytes, which not only achieves more stable chemical properties, but also broaden the electrochemical window, so that the battery can adapt to high -voltage positive materials and high -ratio negative electrode materials, which will significantly increase the energy density of the batterys energy density.Essence
Compared with liquid and semi-solid batteries, the full solid battery can run stably within a wider temperature range, showing a higher onesHot stability and chemical safety.In addition, the full solid battery supports higher energy density, which means that under the same power output, the battery volume is more compact, which helps save space and improve the energy -efficiency ratio of the equipment.
From the perspective of the chemical system of solid electrolytes, full solid batteries mainly include three types of polymers, oxides and sulfides.The polymer electrolyte has good compatibility with negative interfaces, low shear modulus, but the ionic conductivity is low and the cycle life is short. At present, it is more composite with other materials to increase the conduction rate and cycle life; oxide electrolyte electrochemical windowWidth, high -heat stability and high -air stability, but poor flexibility; vulcanic electrolyte has high conductivity, high heat stability, but sensitive to water.
From a cost perspective, the sulfide route is higher than other routes because of the higher price raw materials.The energy density is also relatively high; the preparation process of polymer composite electrolytes involves complex synthesis steps and fine processing technologies. Its manufacturing cost is higher than other routes;better. Euou Think Tank believes that with the advancement of technological progress and the realization of large -scale production, the overall cost of full solid batteries will gradually decrease.
The development of full solid-state batteries is inseparable from the drive of policy, investment and financing, demand and technology.In terms of policy, China has a clear attitude in promoting the development of solid -state batteries, providing a strong guidance for the future development direction of the battery industry.In terms of investment and financing, the industry financing amount has continued to rise, and financing events are concentrated in head manufacturers to lead the industrys rational development.In terms of demand, users have concerns in battery life, charging, and safety, and promoting emerging battery technology and traditional technology complement.In terms of technology, related academic achievements and patented technology have grown rapidly, and China leads to breakthrough in solid -state battery technology.
2026-2028 may be the key stage of mass production of all-solid-state batteries in different technical routes.Among them, sulfide routes are expected to be the first to achieve mass production in 2026. The oxide route is expected to start mass production in 2027. The polymer route is expected to achieve mass production in 2028.After 2029, with the decline in the price of full solid battery, the solid battery industry will enter the structural adjustment stage of mature period. It is expected that the scale of the full solid battery industry will exceed 100 billion yuan in 2030.
Lithium battery giants are the key to promoting the development of all solid-state battery technology
The industrial chain of solid -state batteries covers all links from raw materials to the final application.The continuous advancement of technology and the acceleration of industrialization indicate that the future solid battery will play an important role in multiple fields in the future. Battery manufacturers are the core forces leading R & D and promoting industrialization development , and lithium battery giants focus on key links such as battery design, assembly and testing.Chinese power battery manufacturers actively deploy the research and development of all -solid -state batteries. Some manufacturers have achieved production and testing of all -solid -state batteries A, focusing on further exploration of production technology and battery materials.
Full solid-state battery materials and processes are still in the exploration and research stage, and there is a certain distance from large mass production.In terms of technical terms, full solid -state batteries need to solve the problem of materials and interface contact. In terms of manufacturing, the problems of immature process and imperfect manufacturing equipment are required.
Among them, the sulfide full solid-state battery needs to overcome the problems of poor air stability, interface reaction and high manufacturing costs.The manufacturer is solving the problem through material research and development and process.The challenge of the oxide technology line is that the materials of the material, poor contact and special process requirements, Tailan New Energy and other manufacturers are overcome the problems through technical research.The polymer route needs to solve the challenges of low-conductivity, chemical and thermal stability, and low mechanical strength of electrolytes. Manufacturers such as are being converted to the challenges through material innovation and process changes.
The expected application scenario follows the expansion path from special to general, from single to diversified
100 million Euro think tanks summarized 12 all the totalScenes that may be applied to solid batteries, and scores experts from "sensitivity to cost" and "requirements for energy density". Based on this, the coordinate system is established to calibrate the position of different scenarios in the coordinate system.Among them, the higher the cost sensitivity, the more importantly pay attention to the cost -effectiveness of the battery, and the higher the energy density requirement, the more important the batterys performance and battery life.
By constructing a coordinate system with "cost sensitivity" and "energy density demand" as the axis, 100 million Euro think tanks to different application scenarios for different application scenariosClassified.Based on this, based on the characteristics of these scenes, the location of the coordinate system, and the distance between them, we can gather them into six major application areas: emerging technology, scientific research, manned aircraft, electric electricity, electric electricityAutomobile, traditional consumer electronics, industry and energy storage fields.
By analyzing the characteristics of market demand in different application fields, 100 million European think tanks observe the following features.First of all, the pursuit of high -performance and high safety in the field of emerging technology and scientific research is not sensitive to costs. Second, manned aircraft, electric vehicles and traditional consumer electronics scenes focus on both battery energy density and cost -effectiveness. Finally, energy storage and industryThe field is highly sensitive to battery costs, focusing on high safety, long life, and low cost.
Euou think tank believes that the landing scene of a full solid battery follows the expansion path from special scenes to general scenes, from a single scene to multiple scenes. Full solid -state batteries will be applied in the field of scientific research and emerging technology. These areas have special demand for battery safety and environmental adaptability.With the large -scale production of all -solid -state batteries, its cost is expected to decrease, performance will be improved, and the scope of application is expected to gradually expand to markets such as consumer electronics, manned aircraft and electric vehicles.High performance requirements.With the maturity of all -solid -state battery technology, it is expected that its cost will be greatly reduced, and it will enter the industrial and energy storage fields that are sensitive to cost and have high security requirements.
Combination of emerging technology, application scenarios and scope expansion, and international competition is the trend
Artificial intelligence technology has played an important role in material exploration, battery design, manufacturing process, and battery management system (BMS) in the field of solid battery fields.It not only improves the efficiency of battery design and manufacturing, but also significantly enhances the performance and safety of the battery. Euou Think Tank believes that emerging technologies represented by artificial intelligence technology will be closely combined with the full solid battery industry chain to comprehensively improve the intelligent level of the industry chain.
The development of a full solid-state battery is inseparable from the in-depth cooperation with typical application scenarios.It will expand from a single scene to multiple scenarios, and form a new cooperation mechanism of reciprocal and win -win cooperation around the full solid -state battery to expand the value of typical scenarios while achieving the healthy development of the all -solid -state battery industry.The expansion of the scope of the application of all -solid -state batteries is the future development trend. billionou think tanks believe that the value of typical enterprises of the all -solid battery industry chain will rise and promote the upstream and downstream shuffle of the battery industry.
Full solid-state battery technology will expand the energy density and working range of the battery, which indicates that the battery can meet more use scenariosEnergy supply needs, battery application scope is expected to expand. Euou think tank believes that the battery will gradually eat the application scenarios of traditional energy with the maturity and application of full solid -state battery technology and accelerate the reconstruction of the energy industry.
Finally, Euou Think Tank believes that the competition of all solid-state batteries will focus on leading countries such as China, Japan, South Korea, Advanced technology companies in various countries are focusing on the focus. In 2025 and previous competition, more focusing on craft innovation and new materials development; with the realization of mass production between 2026 and 2028, the competitive focus of technological leading countries such as China, Japan and South Korea will transfer to market cultivation and battery application scenarios to expand.; Looking forward to 2029 and after, full solid batteries will be rapidly popular globally. The focus of competitive countries such as China, Japan and South Korea and other technologies will be to reduce costs and increase efficiency. Advanced enterprises may begin to explore new technologies and new tracks to lead battery technology.The next round of innovation.
Full solid battery has become a new hotspot of battery technology with its high energy density and safety. It is expected that Chinas industrial scale will exceed 1000 in 2030100 million yuan.At present, all -solid -state batteries are facing challenges of materials, interface contact and manufacturing, and battery manufacturers play a core role in promoting development.There are three main technical routes for all -solid -state batteries. The sulfide route needs to solve the problem of stability and cost. The oxide route must overcome the brittleness of the materials, and the polymer route must improve the conductivity and stability.Full solid -state battery technology from theoretical to application.
With the maturity and large -scale production of technology, full solid -state batteries will expand from low -cost sensitivity areas such as scientific research and emerging technology to traditional consumer electronics, manned aircraft and electric vehicles fieldsIn the end, enter the high -cost sensitivity industry and energy storage field.Emerging technologies such as artificial intelligence will optimize the full -solid battery industry chain. The application scenario of the full solid battery will expand from a single scene to a multi -scenes, and promotes the upstream and downstream of the industrial chain.The expansion of the application scope of the full solid battery will accelerate the reconstruction of the energy industry.Global market competition will focus on the power of speech of leading countries such as China, Japan and South Korea.
100 million European think tanks are optimistic about the future development of Chinas full solid-state battery industry, and look forward to the successful production of all-solid batteries in 2026-2028.Euou think tank is committed to tracking the energy field, and after investigation and research, the output has in -depth and visible research results for industry reference and reference.At the same time, we also look forward to exchanging and cooperation with readers to jointly contribute to the sustainable and healthy development of the energy industry.
For more content, please refer to "Full Solid -state Battery is about to usher in the first year of mass production -20124 China Full Solid Mine Battery Industry Research" If you have any questions, please contact the reportAuthor Jiangshanmei, mailbox: [email protected] link: https://www.iyiou.com/research/202411111394
