The Global Solid-State Batteries Market
報告摘要
The Global Solid-State Batteries Market 2026–2036 is the definitive market intelligence report on one of the most transformative energy storage technologies of the decade. Solid-state batteries—which replace the flammable liquid electrolyte found in conventional lithium-ion cells with a solid ionic conductor—are poised to fundamentally reshape the electric vehicle, consumer electronics, aerospace, medical device, and grid-scale energy storage industries. This comprehensive report, published by Future Markets, Inc., delivers in-depth technology analysis, granular market forecasts, competitive intelligence, and over 60 detailed company profiles spanning the entire solid-state battery value chain.
The global solid-state battery market is projected to grow at compound annual growth rates of 33–57% through 2036, driven by the convergence of electric vehicle demand, consumer electronics miniaturisation, aviation electrification, and the urgent need for safer, higher-density energy storage solutions. Major automakers including Toyota, Samsung SDI, CATL, BYD, and Volkswagen have committed billions to solid-state battery development, with mass production timelines converging on 2027–2028. This report provides the strategic intelligence that investors, corporate strategists, R&D leaders, and supply chain professionals need to navigate this rapidly evolving landscape.
The report covers all major solid electrolyte types—sulfide, oxide, polymer, halide, and composite—and analyses both all-solid-state and semi-solid-state battery technologies. It provides detailed manufacturing cost analysis, pilot line assessments for 16+ facilities worldwide, regulatory and standards tracking across China, the EU, Japan, and the United States, and supply chain mapping from raw materials through finished cells. Market forecasts are segmented by electrolyte type, application, capacity, and geography through 2036, with data presented in both GWh and revenue terms. The investment landscape section tracks over $20 billion in cumulative global SSB investment, including government programmes, venture capital, corporate R&D budgets, and public market activity.
Whether you are evaluating solid-state battery technology for automotive integration, assessing materials supply chain risks, benchmarking competitors, or identifying partnership and investment opportunities, this report delivers the actionable intelligence required to make informed decisions in the fast-moving solid-state battery market.
Report Contents
Technology description and classification of solid-state electrolytes (sulfide, oxide, polymer, halide, composite) with material property comparisons and ionic conductivity benchmarks
Features, advantages, and technical specifications of solid-state batteries versus conventional lithium-ion, including energy density, volumetric density, cycle life, fast-charge capability, temperature range, and safety profiles
Thin-film microbatteries and bulk-type solid-state battery analysis, including 3D designs and 3D-printed battery architectures
SWOT analysis of all-solid-state battery technology, covering strengths, weaknesses, opportunities, and threats across the commercialisation pathway
Limitations analysis addressing current manufacturing bottlenecks, cost barriers, interfacial challenges, and scalability constraints
Semi-solid-state batteries as a bridge technology: technology comparison tables, commercial vehicle deployments (NIO, MG4, Mercedes-Benz EQS, Karma Kaveya), and materials partnerships
Manufacturing processes and scale-up challenges by electrolyte type, including processing temperatures, environmental requirements, equipment needs, and yield analysis
Cost trajectory analysis from 2024 to 2035 across all electrolyte types, with key cost driver assessment and cost parity projections versus conventional lithium-ion
Pilot lines and manufacturing facilities directory: 16+ major production facilities worldwide with capacity, technology, timeline, and operational status
Equipment and process innovations: QuantumScape Cobra process, Samsung SDI Ro-Press, Solid Power continuous electrolyte line, dry cathode electrode technology, cold sintering, and AI-driven simulation platforms
Applications deep dive: deployment timeline from medical implants and IoT through consumer electronics, drones, eVTOL, humanoid robots, premium EVs, mass-market EVs, and grid-scale storage
Electric vehicle OEM demonstration programmes: 12+ automaker testing and integration programmes with performance data, battery partners, and commercialisation milestones
Emerging applications analysis: humanoid robots, low-altitude economy, smart contact lenses, military and aerospace, and grid energy storage
Supply chain analysis: critical materials and precursors, key suppliers, supply status, and cost outlook for lithium sulfide, zirconium compounds, high-nickel NCM cathode materials, silicon anode materials, and lithium metal foil
Supply chain partnerships and investments: 15+ major partnerships and deals mapped with strategic significance analysis
Regional market analysis with revenue share projections: Asia-Pacific, China, Japan, South Korea, North America, and Europe, including policy roadmaps and industrialisation phases
China solid-state battery industrialisation roadmap: three-phase plan from verification (2024–2026) through demonstration (2026–2028) to promotion (2028–2030), with $830M+ government funding details
Regulatory and standards landscape: CSAE T/CSAE 434-2025, EU Battery Regulation 2023/1542, MIIT national standard, IRA manufacturing credits, and DOE ARPA-E programme tracking
Recycling and sustainability: electrolyte-specific recycling challenges and solutions, dissolvable interlayer approaches, supramolecular electrolyte designs, and recovery rate data
Investment landscape: $20B+ cumulative global investment tracked by recipient, source, amount, date, and strategic purpose
Commercialisation timelines: company-by-company roadmaps with technology, target dates, tier classification, and key partner details
Global penetration projections: SSB market penetration as percentage of total lithium-ion from 2025 through 2035, with GWh shipment forecasts for both all-solid-state and semi-solid variants
Competitive dynamics: SSB versus advancing lithium-ion technology across 10 performance metrics, with durability assessment of each advantage
Market sizing and segmentation by research firm, electrolyte type, application, and capacity, with cross-referenced projections from Grand View Research, IDTechEx, SNE Research, Research Nester, Fortune Business Insights, and Fuji Keizai
Solid-state battery market forecast in GWh from 2019 to 2036, segmented by electrolyte type
Market forecast by end-user sector through 2036: consumer electronics, electric vehicles, medical devices, IoT and sensors, aerospace and drones, humanoid robots, and grid-scale storage
Over 60 detailed company profiles with technology descriptions, product specifications, financial data, partnership networks, manufacturing status, and competitive positioning
Comprehensive comparison table of 20+ leading solid-state battery companies with technology, energy density, fast-charge capability, mass production targets, and key differentiators
Companies profiled include Altech Batteries, Advanced Solid-state Electrolyte Technology (ASET), Blue Current, Inc., Blue Solutions (Bolloré Group), BTRY AG, BYD Company Ltd., Chongqing Tailan New Energy Co., Ltd., Contemporary Amperex Technology Co. Ltd. (CATL), Cymbet Corporation, Donut Lab Oy, EVE Energy Co. Ltd., Factorial Inc. (Factorial Energy), Ganfeng Lithium Co. Ltd., Hitachi Zosen Corporation, Jinghe Energy, Lightyear Engine, ProLogium Technology Co. Ltd., WeLion New Energy Technology Co. Ltd. and more
授權報價
| Single User | $1,100 GBP |
目錄 Table of Contents
1 EXECUTIVE SUMMARY 12
1.1 Market Overview and Opportunity 12
1.2 Technology Landscape and Electrolyte Types 12
1.3 Semi-Solid-State Batteries: The Bridge Technology 13
1.4 Manufacturing Scale-Up and Cost Trajectory 13
1.5 Competitive Landscape and Key Players 14
1.6 Regional Dynamics 15
1.7 Regulatory and Standards Framework 15
1.8 Investment Landscape 16
1.9 Outlook: Coexistence, Then Transition 16
2 INTRODUCTION 17
2.1 Technology description 17
2.1.1 Solid-state electrolytes 18
2.2 Features and advantages 22
2.3 Technical specifications 23
2.4 Types 25
2.4.1 Microbatteries 27
2.4.1.1 Introduction 27
2.4.1.2 Materials 27
2.4.1.3 Applications 27
2.4.1.4 3D designs 28
2.4.2 Bulk type solid-state batteries 29
2.4.3 Semi-solid-state batteries (SSSBs) 29
2.4.3.1 Technology Overview 29
2.4.3.2 Technology Comparison 29
2.4.3.3 Commercial Deployments 30
2.4.3.4 Materials and Manufacturing Partnerships 30
2.5 SWOT analysis 31
2.6 Limitations 32
3 MANUFACTURING PROCESSES AND SCALE-UP CHALLENGES 34
3.1 Manufacturing Approaches by Electrolyte Type 34
3.2 Cost Analysis and Trajectory 34
3.2.1 Pilot Lines and Manufacturing Facilities 35
3.2.2 Equipment and Process Innovations 36
4 APPLICATIONS 37
4.1 Application Deployment Sequence 37
4.1.1 Electric Vehicles: OEM Demonstration Programs 37
4.1.2 Emerging Applications 38
5 SUPPLY CHAIN ANALYSIS 39
5.1 Critical Materials and Precursors 39
5.1.1 Key Supply Chain Partnerships and Investments 39
6 GLOBAL MARKET PROJECTIONS 41
6.1 Electrolyte Type Market Projections (GWh Shipped) to 2036 41
6.2 SSB Market Forecast by End-User Market (Revenue, USD Million, 2024–2036) 42
7 REGIONAL MARKET ANALYSIS 43
7.1 China: Policy and Industrialisation Roadmap 43
7.1.1 Japan: Structured Scaling 43
7.1.2 North America: Developer-OEM Partnership Model 44
7.1.3 Europe: Regulatory Push and Materials Independence 44
8 REGULATORY AND STANDARDS LANDSCAPE 45
9 RECYCLING AND SUSTAINABILITY 46
10 INVESTMENT LANDSCAPE 47
11 COMMERCIALISATION TIMELINES 48
11.1 Commercialisation Roadmaps 48
11.2 Global Penetration Projections 49
12 COMPETITIVE DYNAMICS: SSB vs. ADVANCING Li-ION 50
13 COMPANY PROFILES 51 (69 company profiles)
14 REFERENCES 133
圖表清單 List of Tables & Figures
List of Tables
Table 1. Leading Solid-State Battery Companies – Technology, Specifications and Timeline Comparison 14
Table 2. Types of solid-state electrolytes. 18
Table 3. Market segmentation and status for solid-state batteries. 19
Table 4. Solid Electrolyte Material Comparison. 22
Table 5. Typical process chains for manufacturing key components and assembly of solid-state batteries. 22
Table 6. Comparison between liquid and solid-state batteries. 26
Table 7. Semi-Solid-State vs. All-Solid-State vs. Conventional Li-ion Batteries 29
Table 8. Semi-Solid-State Battery Deployments in Production Vehicles 30
Table 9. Limitations of solid-state thin film batteries. 32
Table 10. Manufacturing Requirements by Solid Electrolyte Type 34
Table 11. Solid-State Battery Cost Trajectory vs. Conventional Li-ion ($/kWh) 34
Table 12. Key Cost Drivers for Solid-State Battery Manufacturing 34
Table 13. Major Solid-State Battery Pilot Lines and Production Facilities (2024–2029) 35
Table 14. Key Manufacturing Process Innovations 36
Table 15. Solid-State Battery Application Deployment Timeline and Requirements 37
Table 16. Automaker Solid-State Battery Testing and Integration Programs (2025–2028) 37
Table 17. Emerging Application Areas for Solid-State Batteries 38
Table 18. Key Solid-State Battery Materials, Suppliers and Supply Status 39
Table 19. Major Supply Chain Partnerships and Investments (2024–2026) 39
Table 20. Electrolyte Type Market Projections (GWh Shipped) to 2036 41
Table 21. SSB Market Forecast by End-User Market (Revenue, USD Million, 2024–2036) 42
Table 22. Regional Solid-State Battery Market Overview 43
Table 23. China Solid-State Battery Industrialisation Phases 43
Table 24. Japan – Key Company Milestones and Timelines 43
Table 25. Global Regulatory and Standards Developments for Solid-State Batteries 45
Table 26. Recycling Challenges and Solutions by Electrolyte Type 46
Table 27. Major Solid-State Battery Investments and Funding (2021–2026) 47
Table 28. Solid-State Battery Commercialisation Roadmaps by Company 48
Table 29. Projected Global SSB Market Penetration 49
Table 30. SSB Advantages vs. Advancing Li-ion Technology 50
Table 31. CATL sodium-ion battery characteristics. 69
Table 32. LiNa Energy battery characteristics. 98
List of Figures
Figure 1. Schematic illustration of all-solid-state lithium battery. 17
Figure 2. ULTRALIFE thin film battery. 18
Figure 3. Examples of applications of thin film batteries. 23
Figure 4. Capacities and voltage windows of various cathode and anode materials. 24
Figure 5. Traditional lithium-ion battery (left), solid state battery (right). 26
Figure 6. Bulk type compared to thin film type SSB. 29
Figure 7. SWOT analysis: All-solid state batteries. 32
Figure 8. Electrolyte Type Market Projections (GWh Shipped) to 2036 41
Figure 9. SSB Market Forecast by End-User Market (Revenue, USD Million, 2024–2036) 42
Figure 10. 24M battery. 51
Figure 11. Ampcera’s all-ceramic dense solid-state electrolyte separator sheets (25 um thickness, 50mm x 100mm size, flexible and defect free, room temperature ionic conductivity ~1 mA/cm). 57
Figure 12. 3D printed lithium-ion battery. 60
Figure 13. Blue Solution module. 63
Figure 14. Cymbet EnerChip™ 70
Figure 15. ASSB All-Solid-State Battery by EGI 300 Wh/kg. 75
Figure 16. Roll-to-roll equipment working with ultrathin steel substrate. 76
Figure 17. 40 Ah battery cell. 79
Figure 18. FDK Corp battery. 82
Figure 19. Gelion Endure battery. 85
Figure 20. Gelion GEN3 lithium sulfur batteries. 86
Figure 21. HPB solid-state battery. 89
Figure 22. Hitachi Zosen solid-state battery. 90
Figure 23. Ilika solid-state batteries. 91
Figure 24. Schematic of Ion Storage Systems solid-state battery structure. 93
Figure 25. ITEN micro batteries. 94
Figure 26. LiNa Energy battery. 98
Figure 27. 3D solid-state thin-film battery technology. 99
Figure 28. Cambrian battery. 108
Figure 29. Prieto Foam-Based 3D Battery. 111
Figure 30. ProLogium solid-state battery. 112
Figure 31. Sakuú Corporation 3Ah Lithium Metal Solid-state Battery. 117
Figure 32. SES Apollo batteries. 119
Figure 33. Solid Power battery pouch cell. 121
Figure 34.TeraWatt Technology solid-state battery 128
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