韩国第二条全固态电池产线落地，等静压工艺进入规模化应用

Core Viewpoint - SK On has officially completed its all-solid-state battery production line in Daejeon, marking a significant step from laboratory research to customer validation, intensifying the global competition for all-solid-state battery commercialization [3][4]. Group 1: SK On's Developments - The production line's operation allows SK On to advance its commercialization target from 2030 to 2029, with initial energy density goals of 800Wh/L and a long-term aim of 1000Wh/L [4]. - The company focuses on sulfide-based all-solid-state batteries, leveraging high ionic conductivity as a key pathway for achieving high-performance batteries [5]. - SK On plans to introduce warm isostatic pressing (WIP) technology in its production line, which applies uniform pressure to electrodes to enhance energy density and battery lifespan [5]. - The Daejeon production line heavily relies on partnerships, particularly with Solid Power, which provided design and installation based on its Colorado facility [6]. Group 2: Competitors' Strategies - Samsung SDI has already established Korea's first all-solid-state battery pilot production line in Suwon, with a larger area than SK On's, and aims for mass production by 2027 [6][7]. - Samsung SDI has begun delivering B samples to automakers, including BMW, which are produced using future mass production processes for real vehicle assembly and performance evaluation [8]. - Samsung SDI's technology also focuses on sulfide systems but differentiates itself with a "no anode" design to maximize energy density, targeting 900Wh/L [9]. - LG Energy Solution (LGES) adopts a more cautious approach, planning to build a pilot production line by 2025 and aiming for commercialization by 2030, emphasizing open innovation and collaboration with academia [11]. Group 3: Government Support - The South Korean government plans to invest 182.4 billion KRW by 2028 to support sulfide, polymer, and oxide solid-state technology routes [13]. - The policy aims to ensure that South Korea maintains a leading position in the global next-generation battery industry, regardless of which technology path achieves breakthroughs first [14].