集邦咨询：预计2035年全球固态电池需求量将扩大至740GWh以上

Core Insights - The global solid-state battery capacity is being planned by nearly a hundred companies, totaling over 100 GWh [1] - The demand for solid-state batteries is expected to exceed 206 GWh by 2030 and expand to over 740 GWh by 2035, indicating a transition to large-scale application [1] Industry Overview - The growth in solid-state battery demand is driven by applications in electric vehicles, stationary energy storage, consumer electronics, humanoid robots, eVTOL/UAM, and industrial uses [1] - The solid-state battery market, including semi-solid batteries, is entering a phase of significant expansion and commercialization [1]