LFP半固态储能电池
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研报 | 预计2035年全球固态电池需求量将达到740GWh
TrendForce集邦· 2025-11-05 09:34
Core Insights - The development of solid-state batteries is transitioning from laboratory research to industrialization, with nearly a hundred companies planning production capacity totaling over 100 GWh [2] - Semi-solid batteries have already achieved commercial production and are being used in electric vehicles, while full solid-state batteries are in the small-scale trial production phase, with expectations for automotive applications by around 2027 [2] - The demand for solid-state batteries is projected to exceed 206 GWh by 2030 and expand to over 740 GWh by 2035, indicating a significant shift towards large-scale applications [3] Technology Section - Solid-state batteries are characterized by their key materials and components, including positive and negative electrodes, solid electrolytes, separators, current collectors, cell manufacturing, and packaging [8] Market Analysis - The cost analysis of solid-state batteries indicates ongoing trends in cost reduction, which is crucial for market competitiveness [10] - The market demand forecast suggests a growing need for solid-state batteries across various applications, including electric vehicles, energy storage, consumer electronics, humanoid robots, and eVTOL/UAM [10] Industry Progress - The industrialization of solid-state batteries is progressing globally, with notable advancements in regions such as Europe, Japan, South Korea, and China [11] - Challenges in the industrialization process are being addressed, with ongoing research and development efforts to enhance battery performance and reduce costs [11]