全球固态电池市场（2026-2036）

固态电池是一种以固态离子导体取代传统锂离子电池中易燃液态电解质的技术，有望从根本上重塑电动车、消费性电子、航空航太、医疗器材和大型储能产业。

受电动车需求成长、消费性电子产品小型化、飞机电气化以及对更安全、更高能量密度储能解决方案的迫切需求等因素的共同推动，全球固态电池市场预计到2036年将以33%-57%的复合年增长率增长。包括丰田、三星SDI、宁德时代、比亚迪和大众在内的主要汽车製造商正在投入数十亿美元用于固态电池的研发，并计划在2027-2028年实现量产。

本报告深入探讨了全球固态电池市场，提供了深入的技术分析、细緻的市场预测、竞争情报以及涵盖固态电池价值链的69家公司的详细公司概况。

目录

第一章：摘要整理

• 市场概况与机会
• 技术展望与电解液型
• 半固态电池：过渡技术
• 生产规模扩大与成本走势
• 竞争格局与主要参与者
• 区域动态
• 监理与标准架构
• 投资环境

  第二章：引言

  • 技术描述
  • 固态电解液
  • 特性与优势
  • 技术规格
  • 型
    • 微型电池
    • 固态电池
    • 半固态电池 (SSSB)
  • SWOT 分析
  • 局限性

  第三章 製造流程与规模化挑战

  • 製造方法：依电解液类型划分
  • 成本分析与发展轨迹
    • 中试生产线及生产设施
    • 设备与製程创新

  第四章 应用

  • 套用部署顺序
    • 电动车：OEM 示范项目
    • 新兴应用

  第五章 供应链分析

  • 关键材料与前驱物
    • 主要供应链伙伴关係和投资

  第六章 全球市场预测

  • 电解液市场预测（GWh 出货量）（2036 年）
  • 固态电池市场依最终用户市场划分的预测（收入，百万美元）（2024-2036 年）

  第七章：区域市场分析

  • 中国：政策与产业化路线图
    • 日本：结构化规模化
    • 北美：开发商-OEM 合作模式
    • 欧洲：监管进展与材料独立性

  第八章：监理与标准概况

  章节第九章：回收与永续发展

  第十章：投资格局

  第十一章：商业化时程

  • 商业化路线图
  • 全球应用预测

  第十二章：竞争格局：固态电池与新兴锂离子电池

  第十三章：公司简介（69家公司简介）

  第十四章：参考文献

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 (Bollore 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....

Table of Contents

1 EXECUTIVE SUMMARY

• 1.1 Market Overview and Opportunity
• 1.2 Technology Landscape and Electrolyte Types
• 1.3 Semi-Solid-State Batteries: The Bridge Technology
• 1.4 Manufacturing Scale-Up and Cost Trajectory
• 1.5 Competitive Landscape and Key Players
• 1.6 Regional Dynamics
• 1.7 Regulatory and Standards Framework
• 1.8 Investment Landscape
• 1.9 Outlook: Coexistence, Then Transition

2 INTRODUCTION

• 2.1 Technology description
  • 2.1.1 Solid-state electrolytes
• 2.2 Features and advantages
• 2.3 Technical specifications
• 2.4 Types
  • 2.4.1 Microbatteries
    • 2.4.1.1 Introduction
    • 2.4.1.2 Materials
    • 2.4.1.3 Applications
    • 2.4.1.4 3D designs
  • 2.4.2 Bulk type solid-state batteries
  • 2.4.3 Semi-solid-state batteries (SSSBs)
    • 2.4.3.1 Technology Overview
    • 2.4.3.2 Technology Comparison
    • 2.4.3.3 Commercial Deployments
    • 2.4.3.4 Materials and Manufacturing Partnerships
• 2.5 SWOT analysis
• 2.6 Limitations

3 MANUFACTURING PROCESSES AND SCALE-UP CHALLENGES

• 3.1 Manufacturing Approaches by Electrolyte Type
• 3.2 Cost Analysis and Trajectory
  • 3.2.1 Pilot Lines and Manufacturing Facilities
  • 3.2.2 Equipment and Process Innovations

4 APPLICATIONS

• 4.1 Application Deployment Sequence
  • 4.1.1 Electric Vehicles: OEM Demonstration Programs
  • 4.1.2 Emerging Applications

5 SUPPLY CHAIN ANALYSIS

• 5.1 Critical Materials and Precursors
  • 5.1.1 Key Supply Chain Partnerships and Investments

6 GLOBAL MARKET PROJECTIONS

• 6.1 Electrolyte Type Market Projections (GWh Shipped) to 2036
• 6.2 SSB Market Forecast by End-User Market (Revenue, USD Million, 2024-2036)

7 REGIONAL MARKET ANALYSIS

• 7.1 China: Policy and Industrialisation Roadmap
  • 7.1.1 Japan: Structured Scaling
  • 7.1.2 North America: Developer-OEM Partnership Model
  • 7.1.3 Europe: Regulatory Push and Materials Independence

8 REGULATORY AND STANDARDS LANDSCAPE

9 RECYCLING AND SUSTAINABILITY

10 INVESTMENT LANDSCAPE

11 COMMERCIALISATION TIMELINES

• 11.1 Commercialisation Roadmaps
• 11.2 Global Penetration Projections

12 COMPETITIVE DYNAMICS: SSB vs. ADVANCING Li-ION

13 COMPANY PROFILES 51 (69 company profiles)

14 REFERENCES

List of Tables

• Table 1. Leading Solid-State Battery Companies - Technology, Specifications and Timeline Comparison
• Table 2. Types of solid-state electrolytes.
• Table 3. Market segmentation and status for solid-state batteries.
• Table 4. Solid Electrolyte Material Comparison.
• Table 5. Typical process chains for manufacturing key components and assembly of solid-state batteries.
• Table 6. Comparison between liquid and solid-state batteries.
• Table 7. Semi-Solid-State vs. All-Solid-State vs. Conventional Li-ion Batteries
• Table 8. Semi-Solid-State Battery Deployments in Production Vehicles
• Table 9. Limitations of solid-state thin film batteries.
• Table 10. Manufacturing Requirements by Solid Electrolyte Type
• Table 11. Solid-State Battery Cost Trajectory vs. Conventional Li-ion ($/kWh)
• Table 12. Key Cost Drivers for Solid-State Battery Manufacturing
• Table 13. Major Solid-State Battery Pilot Lines and Production Facilities (2024-2029)
• Table 14. Key Manufacturing Process Innovations
• Table 15. Solid-State Battery Application Deployment Timeline and Requirements
• Table 16. Automaker Solid-State Battery Testing and Integration Programs (2025-2028)
• Table 17. Emerging Application Areas for Solid-State Batteries
• Table 18. Key Solid-State Battery Materials, Suppliers and Supply Status
• Table 19. Major Supply Chain Partnerships and Investments (2024-2026)
• Table 20. Electrolyte Type Market Projections (GWh Shipped) to 2036
• Table 21. SSB Market Forecast by End-User Market (Revenue, USD Million, 2024-2036)
• Table 22. Regional Solid-State Battery Market Overview
• Table 23. China Solid-State Battery Industrialisation Phases
• Table 24. Japan - Key Company Milestones and Timelines
• Table 25. Global Regulatory and Standards Developments for Solid-State Batteries
• Table 26. Recycling Challenges and Solutions by Electrolyte Type
• Table 27. Major Solid-State Battery Investments and Funding (2021-2026)
• Table 28. Solid-State Battery Commercialisation Roadmaps by Company
• Table 29. Projected Global SSB Market Penetration
• Table 30. SSB Advantages vs. Advancing Li-ion Technology
• Table 31. CATL sodium-ion battery characteristics.
• Table 32. LiNa Energy battery characteristics.

List of Figures

• Figure 1. Schematic illustration of all-solid-state lithium battery.
• Figure 2. ULTRALIFE thin film battery.
• Figure 3. Examples of applications of thin film batteries.
• Figure 4. Capacities and voltage windows of various cathode and anode materials.
• Figure 5. Traditional lithium-ion battery (left), solid state battery (right).
• Figure 6. Bulk type compared to thin film type SSB.
• Figure 7. SWOT analysis: All-solid state batteries.
• Figure 8. Electrolyte Type Market Projections (GWh Shipped) to 2036
• Figure 9. SSB Market Forecast by End-User Market (Revenue, USD Million, 2024-2036)
• Figure 10. 24M battery.
• 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).
• Figure 12. 3D printed lithium-ion battery.
• Figure 13. Blue Solution module.
• Figure 14. Cymbet EnerChip-TM
• Figure 15. ASSB All-Solid-State Battery by EGI 300 Wh/kg.
• Figure 16. Roll-to-roll equipment working with ultrathin steel substrate.
• Figure 17. 40 Ah battery cell.
• Figure 18. FDK Corp battery.
• Figure 19. Gelion Endure battery.
• Figure 20. Gelion GEN3 lithium sulfur batteries.
• Figure 21. HPB solid-state battery.
• Figure 22. Hitachi Zosen solid-state battery.
• Figure 23. Ilika solid-state batteries.
• Figure 24. Schematic of Ion Storage Systems solid-state battery structure.
• Figure 25. ITEN micro batteries.
• Figure 26. LiNa Energy battery.
• Figure 27. 3D solid-state thin-film battery technology.
• Figure 28. Cambrian battery.
• Figure 29. Prieto Foam-Based 3D Battery.
• Figure 30. ProLogium solid-state battery.
• Figure 31. Sakuu Corporation 3Ah Lithium Metal Solid-state Battery.
• Figure 32. SES Apollo batteries.
• Figure 33. Solid Power battery pouch cell.
• Figure 34.TeraWatt Technology solid-state battery