In the “dual-carbon” goal driven by the accelerated transformation process of transportation electrification, power battery innovation has become the key to strengthen the level of competition in new energy vehicles, to create national industrial competitiveness, solid corporate competitive advantage. This year, both vehicle companies, or power battery companies, have aimed at new technologies at the same time layout of a new generation of power batteries – solid-state batteries, and accelerate the release of solid-state batteries “on board” schedule.
Toyota’s long-silent solid-state batteries have movement and hope. 28 June, Toyota announced a new generation of electrification technology progress, performance lithium-ion batteries, popular lithium iron phosphate batteries, high-performance lithium-ion batteries and all-solid-state batteries a total of four new generation of batteries will be put into the market from 2026 onwards in turn. Among them, the all-solid-state battery is being launched in 2027-2028 as the goal of full steam ahead in research and development. It is reported that models equipped with solid-state batteries will have a range of more than 1,000 kilometers, and fast charging will take only 10 minutes.
Previously, SAIC’s ZhiJi Automobile launched the industry’s first quasi-900V ultra-fast-charging solid-state battery – the first generation of Guangnian solid-state batteries, and the first to be equipped with ZhiJi’s brand-new sedan ZhiJi L6. Subsequently, SAIC announced that “the first all-solid-state battery production line has been completed through the countdown to the official launch of 500 days”, based on polymer – anorganic solid-state battery production line. “The SAIC all-solid-state battery based on polymer-inorganic composite electrolyte technology will be mass-produced in 2026.
At the same time, Guangzhou Automobile Group released the all-solid-state battery on Science and Technology Day. It is understood that the all-solid-state battery adopts the third-generation sponge silicon anode and high surface capacity solid-state anode technology, and its energy density can reach more than 400Wh/kg, compared with the current mass-produced liquid lithium-ion batteries, the volumetric energy density is increased by more than 52%, and the mass energy density is increased by more than 50%, which can easily achieve a range of more than 1,000 kilometers. GAC said it will complete the development of all-solid-state batteries in 2026, which will first be equipped in its Hao Platinum models.
As a global power battery leader, Ningde Times also announced for the first time its all-solid-state battery development and mass production schedule in April this year. “Ningde Times aims to produce all-solid-state batteries in small batches by 2027, as mass production will still face problems such as cost.” Wu Kai, chief scientist of Ningde Times, remains cautious about this, “If we use technology and manufacturing maturity as an evaluation system (scored on a scale of 1 to 9), the company’s all-solid-state battery R&D is currently at a 4-point level.”
Compared with traditional lithium-ion batteries, all-solid-state batteries are widely recognized internationally as the preferred option for the next generation of new energy power battery technology due to potential safety, high energy density, high power characteristics and temperature adaptability and other multi-dimensional advantages. At present, all countries are increasing their investment in researching this disruptive technology. Combing through the all-solid-state battery industry timetable released by domestic and foreign companies, industrialization is mainly focused on 2027 to 2030. For example, South Korea’s SK On said it is developing two solid-state batteries, polymer oxide composite and sulfide, with the goal of producing a prototype product by 2026 and commercializing it in 2028. And Samsung SDI is also developing a solid-state battery without a negative electrode, which is expected to be mass-produced in 2027.
