The Current Status and Future Development of Solid State Battery Market？

1. Accelerated industrialization process

The current industrialization of solid-state batteries has entered the "sprint stage", with semi-solid batteries as the first transitional solution to achieve commercial vehicle assembly, with an energy density of 330-400 Wh/kg and a range exceeding 1000 kilometers.

The energy density of all solid state battery laboratory samples has exceeded 500 Wh/kg. China's plan clearly states that 2024-2026 is the validation period for all solid state industrialization, 2026-2028 is the demonstration application period, and after 2030, it will enter the promotion period.

2. Market size and forecast

It is expected that the global shipment of solid-state batteries will reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan; The market size of all solid state batteries is expected to reach 407.351 billion yuan by 2045, an increase of nearly 300 times compared to 2023.

2025 will become a key turning point, with GWh level orders for semi-solid state batteries landing and all solid state batteries transitioning from technological breakthroughs to large-scale production.

3. Technical route competition

Sulfide route: Leading research and development （accounting for 70% of resources）,companies such as CATL and Toyota have exceeded 500 Wh/kg, but need to address H 2S toxicity and interface side reactions.

Oxide route: Qingtao Energy, Weilan New Energy, and others have taken the lead in vehicle grade applications due to their stability, but their energy density improvement is limited.

Polymer route: Excellent process compatibility, Huineng Technology's semi-solid battery energy density reaches 380 Wh/kg, and 2.4 million units have been mass-produced.

4. Capital and Industry Chain Dynamics

From January to August 2025, there were 17 financing rounds in the field of solid-state batteries, with top companies such as Weilan New Energy and Qingtao Energy receiving over 10 rounds of financing, with a maximum single amount of 2.7 billion yuan （SAIC invested in Qingtao Energy）

Industrial chain synergy enhancement: Enjie Co., Ltd. has built a 10 ton sulfide electrolyte production line, and Funeng Technology has sent samples of semi-solid batteries to unmanned aerial vehicle customers.

5. Application scenario expansion

New energy vehicles: Semi solid state batteries have been installed in models such as Jike and MG4, and all solid state batteries are planned to be installed and verified in 2025-2026.

Emerging fields: EVE Energy all solid state batteries for humanoid robots and low altitude aircraft; BYD's' Super Phosphorus Iron 'System Increases Volume Energy Density by 40%.

Guanglin Caiyao New Energy Materials Co., Ltd., as a core supplier of aluminum-plastic film materials for solid-state batteries, relies on thermal and dry processes, as well as a strong production scale, and is committed to making important contributions to the development of solid-state batteries in the future.