Recently, EVTank, a research Institute, jointly released the White Paper on the Development of China's Solid-state Battery Industry (2024), in which EVTank defines batteries with electrolyte content less than 10% as semi-solid batteries. Defining a battery without electrolyte as an all-solid-state battery , EVTank points out that with the gradual decrease of liquid electrolyte addition and the increase of solid-state electrolyte content, the energy density and safety performance of the battery will be significantly improved.
EVTank pointed out in the White Paper on the Development of China's Solid-state Battery Industry (2024) that since 2022, significant progress has been made in the research and development and industrialization of solid-state batteries. Especially with the mass production and loading of semi-solid batteries by Chinese enterprises such as Weilan New Energy and Ganfeng Lithium Power, it marks that the industrialization of semi-solid batteries in the sense of economics has been realized in 2023.
However, EVTank also indicated in the white paper that all-solid-state batteries are still facing problems of ionic conductivity, solid-solid interface and cycle performance that have not yet been completely solved, and its industrialization time node is expected to be around 2030. Based on the research and judgment of the technical route and cost reduction path of solid-state batteries, EVTank predicts that the global shipment of solid-state batteries will reach 614.1 G Wh by 2030, the penetration rate of lithium batteries is expected to be about 10%, and the market size will exceed 250 billion yuan . Mainly semi-solid batteries. EVTank said in the white paper that the main reason for the substantial increase in the forecast of solid-state battery shipments is that the research and development of semi-solid-state batteries by Chinese enterprises in recent years has greatly exceeded expectations in terms of technological progress and cost reduction.
From the perspective of competition pattern, EVTank analyzed in the white paper that overseas enterprises represented by Japan and the United States laid out solid-state batteries earlier, including Toyota, Panasonic, Solid Power and Quantum Scape, all of which took all-solid-state batteries as their development goals, and their industrialization progress was relatively slow. Chinese enterprises represented
by Weilan New Energy, Qingtao Energy and Ganfeng Lithium Power have chosen semi-solid batteries which are easier to industrialize as transitional products, which has promoted the industrialization of semi-solid batteries. From the perspective of solid-state electrolytes, EVTank said in the White Paper on the Development of China's Solid-state Battery Industry (2024) that Japan and South Korea mainly use sulfide systems, while China uses oxide and polymer systems, while American start-ups have a layout of sulfides, oxides and polymers.
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