材料汇·2025-06-03 15:04Core Viewpoint - The article emphasizes the significant advantages of solid-state batteries over traditional lithium-ion batteries, highlighting their safety, high energy density, and long lifespan, which are essential for the future of electric vehicles, energy storage, and other applications [11][12][14]. Group 1: Solid-State Battery Performance - Solid-state batteries exhibit superior safety and energy density compared to traditional lithium-ion batteries, which use flammable liquid electrolytes [12]. - The transition from liquid to solid electrolytes addresses critical issues of energy density and lifespan while enhancing safety [11][12]. - Solid-state batteries can utilize a wider range of materials due to their broad electrochemical window, simplifying manufacturing processes [12]. Group 2: Market Demand and Development - The demand for solid-state batteries is driven by multiple sectors, including electric vehicles, low-altitude economy, and robotics, with expectations for mass production by 2026-2027 [14][19]. - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan by 2025, further boosting the demand for solid-state batteries [14]. - Major companies like CATL and BYD are significantly increasing their R&D investments in solid-state battery technology, with plans for small-scale production by 2027 [19][20]. Group 3: Market Space and Projections - Solid-state batteries are expected to enter the GWh-level application stage by 2028, with projected shipments reaching 614.1 GWh by 2030 [20][21]. - The market for solid-state batteries is anticipated to exceed 250 billion yuan by 2030, with a penetration rate of around 10% in the overall lithium battery market [20]. Group 4: Industry Trends and Key Materials - The solid-state battery industry is characterized by multiple technology routes, including sulfide, halide, and polymer electrolytes, with sulfide materials currently leading in ion conductivity [29][32]. - The development of high-energy-density cathode materials is crucial, with a shift towards ultra-high nickel and lithium-rich manganese-based materials expected [40]. - The industry is also seeing advancements in anode materials, transitioning from graphite to silicon-based and lithium metal anodes, which offer higher capacities [39][40]. Group 5: Equipment and Manufacturing Processes - The production of solid-state batteries requires new equipment, including dry electrode and isostatic pressing technologies, to accommodate the unique manufacturing processes [46][47]. - Companies are investing in upgrading existing production lines to meet the specific needs of solid-state battery manufacturing, indicating a growing market for related equipment [47].