Chan Ye Xin Xi Wang·2025-08-19 01:10Core Viewpoint - Sulfide solid-state batteries are recognized as the most commercially viable direction among the three major routes of all-solid-state batteries, offering high energy density, safety, and long cycle life, making them a focal point in next-generation power battery technology [1][2]. Industry Overview - Sulfide solid-state batteries utilize sulfide-based solid electrolytes to replace traditional liquid electrolytes, representing the future development direction of power battery technology [2]. - The Chinese government has prioritized the development of solid-state battery technology as a strategic emerging industry, establishing a comprehensive support framework since 2020 through various policy documents [5][7]. Current Development Status - The Chinese sulfide solid-state battery industry is characterized by a "semi-solid first, solid-state breakthrough" pattern, with a market penetration rate of 22% for semi-solid batteries expected by mid-2025 [1][21]. - Leading companies like CATL and BYD are accelerating the mass production of solid-state batteries, with laboratory energy densities reaching 500 Wh/kg [1][21]. Industry Chain Analysis - The sulfide solid-state battery industry chain in China is taking shape, with upstream material suppliers focusing on key materials like sulfide electrolytes and high-nickel cathodes [12][25]. - Major players such as CATL and BYD are advancing the research and development of sulfide solid-state batteries, with CATL planning to achieve mass production of 500 Wh/kg energy density batteries by 2027 [12][27]. Competitive Landscape - The sulfide solid-state battery sector is highly competitive, with global leaders like Toyota and Honda leveraging decades of technological experience to establish patent barriers [23][24]. - Chinese companies, including CATL and BYD, are rapidly advancing in the industry, with a dual approach of sulfide and oxide technologies [23][25]. Future Trends - The sulfide solid-state battery industry in China is transitioning from research and development to industrialization, with expectations for significant cost reductions and expanded application scenarios in high-end electric vehicles, eVTOLs, and humanoid robots [28][29]. - By 2030, the market for solid-state batteries in China is projected to exceed 100 billion yuan, with sulfide solid-state batteries likely becoming the mainstream technology in high-end power battery applications [1][21][28].