Driven by policies, technology, and demand, the solid-state battery market’s momentum and industrialization process have accelerated further this year. Sulfide-based solid electrolytes have reached an industrialization tipping point, while differentiated application demands, such as those from eVTOLs (electric vertical take-off and landing vehicles), are emerging. Solid-state batteries are progressing rapidly from research and development to industrial transformation, and engineering validation is driving innovative processes and equipment development.
At the same time, automakers, battery manufacturers, material suppliers, and solid-state battery startups are all active in deepening collaborations. Market attention has shifted from when all-solid-state batteries will reach mass production to who will be the first to achieve it. Against this backdrop, the 2024 Gaogong Lithium Battery Annual Conference and Golden Globe Awards Ceremony will grandly launch from November 20-22 at the Qianhai OCT JW Marriott Hotel in Shenzhen.
This year’s theme is “Redefining Boundaries, Reconstructing Value, Reshaping the Ecosystem.” Leaders from numerous solid-state battery enterprises will deliver keynote speeches. So far, over 20 solid-state battery companies have confirmed their participation. Notable figures include academician Chen Liquan from the Chinese Academy of Engineering and senior executives from Sunwoda Power, WeLion New Energy, Lead Intelligent, Qingyan Nake, Ganfeng Lithium, Huizhe, SolidEnergy, CATL, BTR, and more.
Key Market Trends and Developments:
- Emerging Differentiated Demands – Hybrid Solid-Liquid and All-Solid-State Batteries Gain Traction:
Previously, automakers were seen as the primary drivers of solid-state battery development, with EVs as the first mass adoption scenario. This year, hybrid solid-liquid batteries have been successfully integrated into vehicles domestically. For instance, NIO, in collaboration with WeLion New Energy, launched its hybrid solid-liquid battery with a cell energy density of 360Wh/kg, supporting a 1000km range with a 150kWh system. WeLion’s batteries started shipping this year, surpassing 2.6GWh by July.Hybrid solid-liquid battery technology is also penetrating commercial vehicles, energy storage, drones, and eVTOLs, driven by demands for high safety, fast charging, and high energy density. Additionally, startups like SES AI have achieved significant milestones, passing safety tests for lithium-metal cells, while hybrid batteries are being actively demonstrated across various industries. - Active Investment and Expansion – Clearer Technology Pathways:
Major battery and automotive companies like CATL, GAC, and Sunwoda have released solid-state battery commercialization timelines, with many projecting mass production of large-capacity all-solid-state batteries by 2027. Some automakers aim for earlier deployment in 2025-2026.Hybrid polymer-inorganic electrolytes have become the mainstream choice for hybrid batteries, while sulfide-based electrolytes are emerging as the leading candidate for all-solid-state technology. Several companies are focusing on scaling up 20Ah-class sulfide batteries, while industry investments are accelerating, with 19 financing events recorded in the first three quarters of 2024, reaching previous years’ totals. - Integration of Traditional and Emerging Forces – Materials Reaching Industrialization:
The solid-state battery landscape depends on breakthroughs in solid electrolytes and electrode interfaces. Traditional lithium-ion material manufacturers, like Tinci Materials and Enjie, are increasingly involved, leveraging their engineering expertise to develop materials such as nano-powder solid electrolytes and high-performance composites.Sulfide-based solid electrolytes are progressing into production phases, with several hundred-ton capacity lines expected to come online by 2025, addressing stability and cost challenges. - Equipment Innovation Accelerates – Ecosystem Takes Shape:
The transition to mass production requires advancements in both processes and equipment. Companies are focusing on dry-process technologies to improve manufacturing efficiency, reduce costs, and enhance performance. Leading equipment providers like Manz, Qingyan Nake, and Huacai Tech are developing dry-pressing and membrane-forming machines, emphasizing precision, scalability, and consistency.Despite the rise of dry processes, wet-coating technologies remain relevant, with solutions from companies like Jingcheng Era and Fang’en Electronics optimizing coating precision and reducing material damage.
The solid-state battery industry is reshaping the energy storage market, driving innovation in materials, production processes, and equipment. As companies compete to achieve breakthroughs, 2025 will mark a critical period for scaling sulfide electrolytes and achieving early commercialization of hybrid and all-solid-state batteries.
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