For solid-state battery layout enterprises, in addition to the pursuit of all-solid-state technology breakthroughs, the actual progress of semi-solid-state batteries in industrialization can more directly reflect the annual performance of enterprises. 

     GGII data show that in 2024, the global semi-solid state battery is expected to achieve about 7GWh of shipments, of which the head enterprises occupy more than 80% of the market share. The field of power batteries is still the main battlefield, accounting for up to 75%. This achievement is inseparable from the continuous efforts of major enterprises in the improvement of technical systems, key process research and product commercialization. 

     In general, solid-state battery companies have fully explored a variety of possibilities in technology, completed the exploration and judgment of the electrolyte route, and proposed solutions to key problems. At present, enterprises have entered the stage of solid-state battery product definition and verification, which is not only reflected in the gradual maturity of the technology, but also indicates that the industry is steadily moving toward large-scale production and commercial applications. 

     From the technical route to the actual product landing, all parties have launched a fierce competition around solid-state batteries, and the past 2024 is a key node for the industry's technology iteration and commercialization.

Panoramic presentation of semi-solid battery performance

     According to Gaogong lithium battery combing this year to update the semi-solid battery products found that the energy density improvement is still the focus of the industry. Most products have reached the level of more than 300Wh/kg, and some products even break through the 400Wh/kg mark, which marks the continuous exploration of solid-state battery technology for high energy density is making breakthrough progress.

     The coexistence and competition of different technical routes have promoted the overall performance of semi-solid batteries. Oxide and polymer composite technology has become the mainstream choice at present, and all-solid-state batteries are further extended to the sulfide system, laying the technical foundation for the future full scene coverage.

     In terms of safety, rigorous tests such as acupuncture and hot box have become standard for many products, and the introduction of solid electrolytes significantly reduces the risk of thermal runaway of the battery. Fast charging technology has also received widespread attention, and many products support the charging needs of 3C to 4C and even higher rates. These characteristics indicate that semi-solid state batteries have made some progress in the balance of safety, charging rate and energy density.

     In addition, the adaptability of some products in extreme environments, such as the battery can still work stably at an environment as low as -61.8 ° C, which lays a solid foundation for the next multi-scenario application.

     The application potential of solid-state batteries also extends from technical parameters to scenario-based requirements. From passenger cars and commercial vehicles to drones, low-altitude aircraft, and even outdoor energy storage devices, the industry's diverse demand for solid-state batteries has driven the emergence of new products. 

     Many enterprises and upstream and downstream partners to carry out in-depth cooperation, such as Huawei, Mercedes-Benz and other cross-field cooperation partners to join, so that the solid state battery technology innovation is not limited to a single field, but towards a broader ecological development.

Energy storage and aircraft: the emerging Blue Ocean of solid-state batteries

Although the power battery field is still the main market for semi-solid state batteries, the application prospects in the field of energy storage are rising rapidly. 

Weilan New Energy is particularly active in the energy storage market, not only covering industrial energy storage, household energy storage, outdoor mobile energy storage and other scenarios, but also building a large-scale energy storage production base in Zibo, Shandong Province. This layout shows that the energy storage market's high requirements for safety and life are attracting more attention from enterprises. 

The field of low-altitude aircraft provides a new use for semi-solid state batteries. Enlipower, Funeng Technology, etc., have achieved semi-solid state battery samples for overseas eVTOL enterprises, and are also carrying out product verification work with domestic customers. 

Based on the first generation and the second generation of semi-solid battery technology, Xinwanda has developed two major products, "aviation battery-GEN1" and "aviation battery-GEN2", with energy densities of 320Wh/kg and 380Wh/kg respectively. For the eVTOL field, Bic batteries have already laid out 320Wh/Kg semi-solid products, and will gradually break through the energy density of 390Wh/Kg, 450Wh/Kg, and eventually transition to all-solid products. 

Ningde Times, China New Air and other further proposed the semi-solid battery vehicle eVTOL mass production planning, the former second generation of 450Wh/kg condensed matter battery is expected to be mass produced in 2027, the latter "top flow" semi-solid cylinder will be carried in 2026. These layouts provide important support for the electrification transformation of the aircraft market, while also demonstrating the potential of solid-state batteries in emerging areas.

source：高工锂电（微信公众号）