Solid-state batteries, that is, lithium-ion batteries with solid-state electrolytes. Compared with traditional lithium batteries, solid-state batteries are safer and have higher energy density. According to the forecast of relevant institutions, the shipments of solid-state batteries will grow rapidly from 2020 to 2030, and may exceed 500GWh by 2030.

Relevant institutions predict that if the all-solid-state battery is successfully mass-produced, not only will the electrolyte and diaphragm links usher in changes, but it will also drive the demand for materials such as high-nickel cathodes, silicon carbon anodes, and lithium metal anodes.

However, in order to solve the problems of low lithium ion conductivity of solid-state electrolyte materials, "dead lithium" caused by broken lithium dendrites, and poor solid-solid interface contact and stability, the industry generally believes that all-solid-state batteries require 5-10 It is expected to achieve mass production in the next year.


2025 is a critical period for the transition from liquid batteries to solid-state batteries.
The industrialization target of battery energy density in 2025 is 350Wh/kg (currently less than 300Wh/kg). This stage is still a liquid electrolyte system, mainly including liquid battery material systems such as solid-liquid mixed materials.

The goal in 2030 is to reach 400Wh/kg and realize industrialization in all directions. This stage is the transition from liquid to solid state, including quasi-solid-state battery systems.
2030 should be a key node in the transition to the development of all-solid-state batteries. In 2030, he estimates that all-solid-state batteries will account for no more than 1%.

The goal in 2035 is to reach 750Wh/kg and realize industrialization. Including all-solid-state batteries, etc.