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固体电池市场:开发趋势(2025年)
市场调查报告书
商品编码
1698616

固体电池市场:开发趋势(2025年)

Development Trends of Solid-State Battery Market 2025
出版日期: | 出版商: TrendForce | 英文 250 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

报告概述

固态电池（SSB）具有高能量密度和安全性，有望成为电动车的下一代电池技术。目前，欧美、日韩及中国相关企业正积极布置SSB技术，并在工程化方面持续取得新的突破。尤其是丰田汽车、日产汽车、三星SDI等全球主要厂商已开始进入中试生产阶段，SSB的商业化应用也持续进行中。 TrendForce预测，受全球产能竞争影响，2027年，全固态电池（ASSB）将达到GWh级量产。

研究范围

本报告对SSB的特性、主要材料及零件技术进展、市场现状及趋势、各国产业化进展、主要厂商的商业布局等进行了详细的研究分析，洞察SSB行业的市场发展趋势，帮助客户更好地掌握市场机会。

报告范围 详细内容

市场区隔
  • 电动车(EV)
  • 能源储存系统(ESS);
  • 固体微电池
  • 低空飞行(eVTOL/UAM)市场

对象企业
  • Toyota
  • Nissan
  • Honda
  • Panasonic
  • Idemitsu
  • Hitachi Zosen
  • Mitsui Kinzoku
  • Maxell
  • TDK
  • Hyundai
  • Samsung SDI
  • LG Energy Solution
  • SK on
  • POSCO Holdings
  • Solivis
  • Solid Ionics
  • Lotte Energy Materials
  • Factorial
  • QuantumScape
  • SES AI
  • Solid Power
  • Blue Solutions
  • Solidion
  • Ionic Storage Systems
  • Basquevolt
  • ilika
  • 24M Technologies
  • CATL
  • BYD
  • Gotion
  • EVE
  • Svolt
  • Ganfeng LiEnergy
  • Welion
  • Qingtao Energy
  • ProLogium

最近的趋势:

  • 2024年，日产和本田将开始建造全固态电池 (ASSB) 试点工厂。同时，丰田的ASSB开发和生产计划于2024年9月获得经济产业省批准，计划于2026年开始生产。日本的目标是到2030年左右实现ASSB的正式商业化应用。
  • 三星SDI于2022年宣布启动ASSB生产中试线（S线），目前已完成中试线的建设，不仅在2023年向一家电动汽车製造商交付了首批ASSB样品，还在2024年将SSB的供应扩大到五家潜在客户。目前正在进行样品测试，预计2027年量产。
  • 中国政府自2024年起增加了ASSB研发的资金投入。 2024年，中国在工业和资讯化部等部会的牵头下，计划投资约60亿元人民币支持ASSB的研发。预计宁德时代、比亚迪、一汽、上汽、威狮、吉利六家公司将获得政府针对 ASSB 计画的基础研发支持。目标是到2027年实现小规模车辆安装（数千辆）。同时，广汽、上汽、奇瑞等汽车製造商已公开表示将在2026年推出搭载ASSB的电动车。

目录

第1章 摘要:SSB产业的现状

  • SSB定义
  • SSB的特性
    • 能量密度
    • 安全性
    • 急速充电，循环寿命
  • SSB的种类
    • 半固体，全固体
    • 聚合物，氧化物，硫化物
  • SSB的製造流程
    • 电池电池单元
    • 与堆迭包装
  • SSB产业链的形成

第2章 技术:SSB的主要材料和零组件的技术的进步

  • 阴极
    • LCO
    • NCA/NCM
    • LFP/LMFP
    • 丰富含锂的锰系正极
    • LNMO
    • 其他
  • 阳极
    • 石墨阳极
    • Si为基础的阳极
    • 锂金属阳极
    • 锂合金阳极
    • 阳极自由
  • 固体电解质
    • 聚合物
    • 氧化物
    • 硫化物
    • 卤素化物
    • 其他
  • 分离器
  • 集电设备
  • 电池电池单元的製造
    • 阴极/阳极电极
    • 电解液分离器
    • 电池单元的组装和精加工
  • 包装

第3章 市场:SSB产业的分析

  • SSB的成本分析
  • SSB的降低成本途径和趋势
  • 市场需求预测
  • 竞争情形
    • 技术形势
    • 专利形势
  • SSB的市场应用和趋势

第4章 产业:SSB的工业化的现状与趋势

  • SSB的技术蓝图
    • 材料
    • 电池和那个用途
  • SSB的产业化的发展
    • 世界
    • 欧洲和美国
    • 日本
    • 韩国
    • 中国
  • SSB产业化的瓶颈
    • 材料
    • 设备
    • 流程
  • SSB产业链的开发情形和趋势

第5章 企业:主要企业的展开和商业化的分析

  • 日本
    • Toyota
    • Nissan
    • Honda
    • Panasonic
    • Idemitsu
    • Hitachi Zosen
    • Mitsui Kinzoku
    • Maxell
    • TDK
  • 韩国
    • Hyundai
    • Samsung SDI
    • LG Energy Solution
    • SK on
    • POSCO Holdings
    • Solivis
    • Solid Ionics
    • Lotte Energy Materials
  • 欧洲·美国
    • Factorial
    • Quantum Scape
    • SES
    • Solid Power
    • Blue Solutions
    • Solidion
    • Ionic Storage Systems
    • Basquevolt
    • ilika
    • 24M Technologies
  • 中国
    • CATL
    • BYD
    • Gotion
    • EVE
    • Svolt
    • Ganfeng LiEnergy
    • Welion
    • Qingtao Energy
  • 台湾
    • ProLogium
简介目录

Overview of the report:

Solid-state battery (SSB), with higher energy density and safety, is a potential next-generation EV battery technology. At present, relevant enterprises in Europe, the United States, Japan, South Korea and China are actively layout SSB technology, and continue to make new progress in engineering. In particular, the global leading manufacturers such as Toyota, Nissan and Samsung SDI have begun to enter the pilot production phase, and the commercial application of SSBs is constantly moving forward. TrendForce estimates that with the global production competition, ASSBs are expected to reach GWh level mass production by 2027.

Report Coverage:

In this report, we conduct in-depth research and analysis and summary from SSB characteristics, key materials and component technology progress, market status and trends, industrialization progress in various countries, and commercial layout of key enterprises, to gain insight into the development trend of SSB industry, and better grasp market opportunities for customers.

Report coverageDetails

Market segments covered:
  • electric vehicle (EV);
  • Energy Storage System (ESS);
  • Solid-State Microbattery;
  • Low-altitude Flight (eVTOL/UAM) Market

Companies covered:
  • Toyota
  • Nissan
  • Honda
  • Panasonic
  • Idemitsu
  • Hitachi Zosen
  • Mitsui Kinzoku
  • Maxell
  • TDK
  • Hyundai
  • Samsung SDI
  • LG Energy Solution
  • SK on
  • POSCO Holdings
  • Solivis
  • Solid Ionics
  • Lotte Energy Materials
  • Factorial
  • QuantumScape
  • SES AI
  • Solid Power
  • Blue Solutions
  • Solidion
  • Ionic Storage Systems
  • Basquevolt
  • ilika
  • 24M Technologies
  • CATL
  • BYD
  • Gotion
  • EVE
  • Svolt
  • Ganfeng LiEnergy
  • Welion
  • Qingtao Energy
  • ProLogium

Recent Developments:

  • In 2024, Nissan and Honda began the construction of pilot factories of all solid-state batteries (ASSBs). Toyota, at the same time, the development and production plan of ASSBs was certified by the Ministry of Economy, Trade and Industry of Japan in September 2024, and plans to start production from 2026. Japans ambition is to realize the formal commercial application of ASSBs by around 2030;
  • Samsung SDI has announced the initiation of the pilot line (S-line) for ASSB production in 2022, it has not only completed the construction of pilot line and delivered the first batch of ASSB samples to electric vehicle manufacturers in 2023, but also expanded the supply of SSBs to five potential customers in 2024. Currently, the sample test is under way and is scheduled to achieve mass production in 2027.
  • Chinese government has increased R&D funding for ASSBs from 2024 onwards. In 2024, led by the Ministry of Industry and Information Technology and other ministries, China plans to invest around CNY 6 billion to support the R&D of ASSBs. Six companies-CATL, BYD, FAW, SAIC, WELION, and Geely-will receive foundational R&D support from the government for their ASSB projects. The goal is to achieve small-scale vehicle installation (thousands of vehicle units) by 2027. Meanwhile, GAC, SAIC, Chery and other auto manufacturers have publicly announced that they will launch electric models equipped with ASSB versions in 2026.

Table of Contents

1. Summary: Status of SSB Industry

  • 1.1. Definition of SSBs
  • 1.2. Properties of SSBs
    • 1.2.1. Energy Density
    • 1.2.2. Safety
    • 1.2.3. Fast Charging, Cycle life
  • 1.3. Types of SSBs
    • 1.3.1. Semi-Solid State, All-Solid State
    • 1.3.2. Polymer, Oxide, Sulfide
  • 1.4. Manufacturing Processes of SSBs
    • 1.4.1. Battery Cells
    • 1.4.2. Stacking and Packing
  • 1.5. Formation of SSB Industry Chain

2. Technology: Technical Advancement on Key Materials and Components of SSBs

  • 2.1. Cathode
    • 2.1.1. LCO
    • 2.1.2. NCA/NCM
    • 2.1.3. LFP/LMFP
    • 2.1.4. Li-rich Mn-based cathode
    • 2.1.5. LNMO
    • 2.1.6. Others
  • 2.2. Anode
    • 2.2.1. Graphite Anode
    • 2.2.2. Si-Based Anode
    • 2.2.3. Li-Metal Anode
    • 2.2.4. Lithium Alloy Anode
    • 2.2.5. Anode-Free
  • 2.3. Solid Electrolyte
    • 2.3.1. Polymer
    • 2.3.2. Oxide
    • 2.3.3. Sulfide
    • 2.3.4. Halide
    • 2.3.5. Others
  • 2.4. Separator
  • 2.5. Current Collector
  • 2.6. Manufacturing of Battery Cell
    • 2.6.1. Cathode/Anode Electrode
    • 2.6.2. Electrolyte Separator
    • 2.6.3. Cell Assembly and Finishing
  • 2.7. Pack

3. Market: Analysis on SSB Industry

  • 3.1. Cost Analysis on SSB
    • 3.1.1. Semi-SSB
    • 3.1.2. Polymer-Based
    • 3.1.3. Oxide-Based
    • 3.1.4. Sulfide-Based
  • 3.2. Cost Reduction Routes and Trends of SSB
    • 3.2.1. Cathode
    • 3.2.2. Anode
    • 3.2.3. Electrolytes
    • 3.2.4. Cells
  • 3.3. Market Demand Forecast
    • 3.3.1. Mid-to-long-term Outlook (~2035)
    • 3.3.2. EV Market
    • 3.3.3. ESS Market
    • 3.3.4. Small SSB/Microbattery Market
    • 3.3.5. Low-altitude Flight (eVTOL/UAM) Market
  • 3.4. Competitive Landscape
    • 3.4.1. Technology Landscape
    • 3.4.2. Patent Landscape
  • 3.5. Market Applications and Trends for SSBs
    • 3.5.1. Current Applications
    • 3.5.2. Application Trends

4. Industry: Current Status and Trends of Industrialization of SSB

  • 4.1. Technology Roadmap of SSB
    • 4.1.1. Materials
    • 4.1.2. Batteries and Applications
  • 4.2. Progress of Industrialization of SSB
    • 4.2.1. Global
    • 4.2.2. Europe & US
    • 4.2.3. Japan
    • 4.2.4. South Korea
    • 4.2.5. China
  • 4.3. Bottlenecks in SSB Industrialization
    • 4.3.1. Materials
    • 4.3.2. Equipment
    • 4.3.3. Processes
  • 4.4. Development Status and Trends of the SSB Industry Chain

5. Enterprises: Analysis on Deployment and Commercialization among Key Enterprises

  • 5.1. Japan
    • Toyota
    • Nissan
    • Honda
    • Panasonic
    • Idemitsu
    • Hitachi Zosen
    • Mitsui Kinzoku
    • Maxell
    • TDK
  • 5.2. South Korea
    • Hyundai
    • Samsung SDI
    • LG Energy Solution
    • SK on
    • POSCO Holdings
    • Solivis
    • Solid Ionics
    • Lotte Energy Materials
  • 5.3. Europe & America
    • Factorial
    • Quantum Scape
    • SES
    • Solid Power
    • Blue Solutions
    • Solidion
    • Ionic Storage Systems
    • Basquevolt
    • ilika
    • 24M Technologies
  • 5.4. China
    • CATL
    • BYD
    • Gotion
    • EVE
    • Svolt
    • Ganfeng LiEnergy
    • Welion
    • Qingtao Energy
  • 5.5. Taiwan
    • ProLogium