SUNWODA(SZ:300207) 高工锂电·2025-06-14 10:09Core Viewpoint - The article discusses the advancements and challenges in solid-state battery technology, highlighting the expected growth in demand and applications across various sectors, particularly in electric vehicles and energy storage solutions [5][6][11]. Group 1: Solid-State Battery Developments - Semi-solid batteries have achieved a breakthrough from "0 to 1," with no core limitations in materials and applications, moving towards scaling, maturity, and cost reduction [5]. - Full solid-state batteries are expected to take 5-6 years to reach GWh-level production, with a breakthrough anticipated post-2028 [5]. - By 2030, solid-state batteries are projected to drive demand for high nickel and silicon-based materials exceeding 50,000 tons, electrolytes and conductive agents over 5,000 tons, and significantly impact the equipment market, exceeding 10 billion [5]. Group 2: Market Trends and Applications - The peak capacity construction period is expected between 2025-2026, with the energy storage sector likely to be prioritized [5]. - In 2025, semi-solid battery shipments are anticipated to exceed 10 GWh, with an increasing share of lithium iron phosphate systems [5]. - New energy vehicles will remain the primary application for solid-state batteries, while energy storage, robotics, and flying vehicles are expected to be major growth areas in 2025 [5]. Group 3: Challenges in Solid-State Battery Technology - Solid-state batteries face two main challenges: the solid-solid contact issue leading to low lithium-ion conduction efficiency, and the inability of single solid-state electrolyte materials to meet the demands of full solid-state batteries [6]. - Solutions proposed include in-situ solidification methods to enhance contact between solid-state materials and electrodes, and a hybrid approach combining solid and liquid electrolytes to balance cost and performance [6][9]. Group 4: Innovations in Battery Technology - Companies like Liyuanheng have developed equipment to address ion transmission bottlenecks caused by solid-solid contact issues [9]. - Innovations in eVTOL (electric Vertical Take-Off and Landing) aircraft highlight the need for high energy density batteries, with specific requirements for energy density and power density to meet operational demands [11]. - The development of dry processing techniques for electrode materials is recommended to improve efficiency and performance, with companies like Qingyan Electronics leading in automation and dry process exploration [14].