1. Overview of the Industry Shift
According to TrendForce's latest report, solid-state battery technologies—including semi-solid and quasi-solid variants—are rapidly evolving from laboratory research toward scalable mass production, emerging as one of the most closely watched breakthroughs in the new-energy sector. Nearly 100 companies worldwide have already announced solid-state battery production plans, with a combined planned capacity exceeding 100 GWh. Among them, semi-solid batteries (semi-SSBs) have entered the GWh-scale mass-production phase and are now installed in several electric vehicle (EV) models.
In contrast, all-solid-state batteries (ASSBs) remain in the pilot-production stage at several hundred MWh, primarily deployed in non-automotive applications such as industrial robots, medical devices, and semiconductor equipment. Large-scale automotive adoption is expected around 2027. Semi-SSB technologies are already featured in models such as the Dongfeng Aeolus E70, NIO ET7, IM L6, SERES 5, Voyah Passion, and SAIC MG4. Meanwhile, global automakers—including Mercedes-Benz, BMW, Stellantis, Chery, and Hyundai—are accelerating their testing of solid-state systems.
On the technology front, sulfide-based solid electrolytes have become the focal point for both research and industrialization. As demand for higher energy density and improved safety continues to rise, solid-state batteries are expanding beyond EVs into energy storage, humanoid robotics, consumer electronics, and eVTOL/UAM applications. TrendForce forecasts that global demand for solid-state batteries, including semi-SSBs, will surpass 206 GWh by 2030 and exceed 740 GWh by 2035—signaling the transition of solid-state batteries from a long-term vision into a commercially attainable reality.
2. Why Solid-State Battery Development Is Accelerating
2.1 Technology-Driven Momentum
Compared with traditional liquid Li-ion batteries, solid-state batteries offer significant advantages in energy density and safety, as solid electrolytes reduce risks such as leakage and thermal runaway.
Semi-solid batteries benefit from strong compatibility with existing lithium-ion battery production lines, enabling rapid industrialization. TrendForce highlights this manufacturing compatibility as a major catalyst.
Diverse technological pathways—including sulfide, oxide, and polymer solid electrolytes—provide the industry with multiple viable commercialization routes.
2.2 Expanding Market Demand and New Applications
The EV industry's push for longer range, faster charging, and improved safety is a major driver of solid-state commercialization.
Beyond EVs, emerging applications such as consumer electronics, industrial robots, and eVTOL/UAM vehicles are demanding higher energy density and safety—areas where solid-state batteries excel.
Governments and industry players in Japan, South Korea, and China are accelerating support and investment in next-generation battery technologies.
2.3 Industrialization Pathways and Capital Investment
Capital inflows from battery manufacturers, materials companies, and equipment suppliers have surged, accelerating progress in solid-state technologies.
Semi-solid batteries leverage existing lithium-ion production infrastructure, reducing retrofit costs and enabling earlier mass production—an advantage underscored by TrendForce.
2.4 Innovation Driven by Cost and Manufacturing Challenges
While challenges remain—cost, cycling performance, charge/discharge rates, and scalable manufacturing—the limited upside of traditional lithium-ion technologies is pushing the industry toward solid-state solutions.
Breakthroughs in new electrolytes, processes, and materials are improving performance and lowering costs, bringing commercialization into a predictable trajectory.
In summary, technological advances, market demand, and robust industrial investment are jointly accelerating the shift from research to mass production.
3. Industry Impact: New Supply Chains and New Opportunities
3.1 Rising Demand for New Materials
Solid electrolytes (sulfide, polymer, oxide) are emerging as new strategic materials.
Demand will rise for precision electrode sheets, conductive additives, high-precision films, interface engineering materials, and other components.
3.2 Upgrading of Manufacturing and Testing Equipment
Solid-state battery processes differ significantly from traditional Li-ion, creating demand for new equipment such as high-pressure presses, electrolyte-processing tools, and dry-packaging systems.
Testing will become more rigorous—interface impedance, cycle life, high-temperature/humidity testing—driving demand for advanced probes, connectors, and measurement modules.
3.3 Supply Chain Risks and New Growth Opportunities
Suppliers not adapting to solid-state technologies may face marginalization.
Conversely, companies developing interface materials, conductive networks, sealing components, and high-reliability modules will find strong new growth avenues.
3.4 Deeper Cross-Industry Collaboration
Automakers, battery makers, and component suppliers will form tighter partnerships.
New ecosystems in eVTOL, robotics, and energy storage will give electronic component suppliers new roles and value propositions.
4. Future Outlook: 2026–2035 Will Define the Landscape
2026–2030 will be the critical window for commercialization: semi- and quasi-solid batteries will scale first in EVs, energy storage, and consumer electronics; ASSBs will move from pilot to initial mass production between 2027–2030. TrendForce expects global demand to exceed 206 GWh by 2030.
Asia (China, Japan, South Korea) will continue leading in materials, equipment, and manufacturing, while the U.S. and Europe accelerate investment.
Manufacturing compatibility and retrofit costs will determine early commercial winners, with semi-solid batteries maintaining an advantage.
New applications—industrial robotics, eVTOL/UAM, consumer electronics—will drive fast growth in high-density, high-safety battery demand.
Higher reliability standards will raise the performance requirements for connectors, sensors, thermal components, and power modules, pushing component specifications to new levels.
5. Conclusion
Solid-state batteries stand at a critical inflection point as they transition from research to large-scale commercialization. With diversified technological pathways, expanding capacity, and declining costs, the next five to ten years will see widespread adoption across multiple sectors.
For the electronic components industry, this represents both a challenge and a major opportunity: new materials, new processes, and new applications will give rise to a completely new value chain.
As your trusted partner, Futuretech Components is committed to supporting your strategy in this field—from key materials sourcing and customized component solutions to industry insights and supply chain risk management.