All-Solid-State Batteries on the Rise: Production to Reach GWh Level by 2027, but Cost and Technology Remain Bottlenecks

All-Solid-State Batteries on the Rise: Production to Reach GWh Level by 2027, but Cost and Technology Remain BottlenecksIT Home, October 31st - According to a recent research report released by TrendForce, global manufacturers such as Toyota, Nissan, and Samsung SDI have begun to trial-produce all-solid-state batteries. Driven by the competition among these companies for mass production, the production of all-solid-state batteries is expected to reach the GWh (Gigawatt-hour) level by 2027

All-Solid-State Batteries on the Rise: Production to Reach GWh Level by 2027, but Cost and Technology Remain Bottlenecks

IT Home, October 31st - According to a recent research report released by TrendForce, global manufacturers such as Toyota, Nissan, and Samsung SDI have begun to trial-produce all-solid-state batteries. Driven by the competition among these companies for mass production, the production of all-solid-state batteries is expected to reach the GWh (Gigawatt-hour) level by 2027.

The report notes that solid-state batteries hold the potential to enhance battery safety and energy density. However, they currently face challenges including high production costs, complex manufacturing processes, and a lack of a complete supply chain.

Semi-Solid-State Batteries: High Initial Production Costs, but Promising Future

Currently, semi-solid-state batteries have reached the GWh level in terms of vehicle installation for electric vehicles, with a cell energy density of 300-360Wh/kg. Due to small manufacturing scale and immature manufacturing processes, the initial cell price of semi-solid-state batteries is higher than 1 RMB/Wh. TrendForce predicts that as the manufacturing scale expands and the technology matures, the comprehensive cost of semi-solid-state batteries is expected to fall below 0.4 RMB/Wh by 2035.

All-Solid-State Batteries: Technological Breakthroughs and Cost Control Go Hand in Hand

All-solid-state batteries are transitioning from sample cells to the engineering stage and also face high initial production costs. TrendForce estimates that after 2030, when the application scale of all-solid-state batteries exceeds 10 GWh, the cell price will drop to around 1 RMB/Wh. By 2035, as the market scales up, the cell price is expected to fall to 0.6-0.7 RMB/Wh.

Diverse Technological Routes, Each with its Own Advantages

Currently, there are three main technological routes for solid electrolytes in all-solid-state batteries: polymer route, oxide route, and sulfide route.

• Polymer Route: Relatively mature and with cost advantages, such as PEO-based polymer lithium-metal solid-state batteries, which have been commercialized in Europe. However, polymer electrolytes require the search for composite materials with wider electrochemical windows and higher ionic conductivity to further expand commercialization.

• Oxide Route: Good stability, moderate cost, but difficult to process and suffers from poor "solid-solid" interfacial contact between the solid electrolyte and positive and negative electrode active materials, leading to high battery internal resistance.

• Sulfide Route: The electrolyte has the highest ionic conductivity, even surpassing liquid electrolytes, with enormous potential for comprehensive performance, attracting investment in research and development from companies like Toyota, Samsung SDI, LGES, SKOn, CATL, and BYD. However, the sulfide route currently has high costs, poor air stability, high sensitivity to moisture, strict environmental requirements for battery manufacturing, and a more challenging production process.

Outlook for All-Solid-State Batteries

Although all-solid-state batteries face numerous challenges, their advantages in safety, energy density, and cycle life make them a crucial direction for future battery technology development. As technology advances and costs decrease, all-solid-state batteries are poised to replace traditional lithium-ion batteries in the future, becoming the "new favorite" in electric vehicle, energy storage, and other fields.

Here are some recent developments regarding all-solid-state batteries:

• Chery plans to achieve mass production of all-solid-state batteries by 2027.

• Mercedes-Benz is collaborating with Factorial to develop a new type of all-solid-state battery with an energy density of 450Wh/kg, aiming for production by 2030.

• Puhui Energy plans to achieve mass production of its first-generation all-solid-state batteries in 2026.

In conclusion, the maturity and industrialization of all-solid-state battery technology require time and continuous investment. However, its immense potential and development prospects are undoubtedly promising. With technological breakthroughs and collaborative development of the industrial chain, all-solid-state batteries are expected to bring about revolutionary changes to future electric vehicles, energy storage, and other fields.