2025 Solid State Battery Whole Industry Chain Research Report
Semi-solid-state battery cost down to $0.6/Wh (Vonergy 2025 mass production)
Sulfide electrolyte price plummeted 80% (2026 target 2.5 million/ton)
2025 China solid-state battery whole industry occupies 60% of the global material end (Tianhua Shinergy/Shanghai Scrubber/Ganfeng Lithium)
I. Material war: the technology game of the three major electrolyte routes
1. Sulfide: the “Way of the King” for high energy density
Peak performance: ionic conductivity >25mS/cm (crushing liquid electrolyte 10 times)
Cost killer: Tianhua’s new energy production line will reduce the cost to 40% of Japanese companies, purity 99.99%
Patent barriers: China’s sulfide patents accounted for 38% (exceeding Japan’s 5 percentage points)
2. Oxide: the ultimate answer to safety
200℃ hot box test: Golden Dragon Feather ceramic electrolyte with zero thermal runaway1
King of mass production: Shanghai Washba LLZO electrolyte yield 98%, cost reduction 50%.
3. Polymer: the breaker of flexible devices
Low Temperature Limit: -40℃ Discharge Efficiency >90% (Ruitai New Material LiTFSI Electrolyte)
Hybrid Route: Tenci Material Sulfide/Polymer Composite Electrolyte Adapted for Consumer Electronics
Engineer’s Insight: “Sulfide is the only route that can achieve 500Wh/kg, but oxides give car companies a sense of security in mass production”
II. Countdown to Mass Production: Key Milestones 2025-2027
Mass production roadmap for headline companies
| corporations | technological route | energy density | mass production node | Core Customers |
|---|---|---|---|---|
| Vernon Technologies | sulfide | 400Wh/kg | 2026 | Mercedes-Benz, BMW |
| Beehive Energy | oxides | 280Wh/kg | 2025 Q4 | BMW MINI |
| Ganfeng Lithium | polymers | 500Wh/kg | 2027 | Dongfeng Lantu |
| Ching Tao Energy | oxides | 420Wh/kg | 2026 | SAIC, GAC |
Battle of Manufacturing Processes
Dry electrode: production efficiency increased by 3 times (patent of Huineng Technology)
Isostatic pressure molding: interface impedance reduced by 60% (Pilot Intelligent Equipment Solution)
Lithium metal anode deposition: yield rate exceeded 92% (data of pilot line of Ningde Times)
III.Cost dismantling: the path of cost reduction in the 100 billion market
A. 68% material share –> electrolyte cost reduction
68% material share –> lithium metal anode replacement
B. 22% of equipment –> dry process popularized
22% of equipment –> substitution by domestic equipment
C. 10% yield loss –> interface impedance optimization
Key Data:
Semi-solid batteries $0.6/Wh in 2025 (liquid batteries $0.39/Wh)6
All-solid $0.4/Wh in 2030 (sulfide electrolytes down to $200,000/ton)
IV.Application scenario penetration: from consumer electronics to low-altitude economy
1. Consumer electronics: the first to break out of the hundreds of billions of dollars of market
Penetration rate of 12%: Apple/Samsung to introduce polymer solid-state batteries (flagships in 2026)
Performance crushing: cell phone battery life increased by 40%, thickness reduced by 0.5mm
2. New Energy Vehicles: Standard for Long Range Luxury Cars
1000km range club: Azalea ET7 semi-solid state battery has been installed
Safety revolution: pin prick test temperature rise <2℃ (national standard requires no fire)
3. Low-altitude economy: the ultimate battleground for energy density
eVTOL mandatory standard: energy density >400Wh/kg (EH216-S measured 480Wh/kg)
Airworthiness certification: FAA requires to pass -40℃ extreme cold discharge test
V. Comparison of China, US, Japan and South Korea Technology Routes
| our country | technological route | Areas of strength | Achilles’ heel | Representative companies |
|---|---|---|---|---|
| CHINA | sulfide | mass production cost | Insufficient patent reserves | Fu Neng, Gan Feng |
| JAPAN | sulfide | basic research | Slow industrialization | Toyota、Panasonic |
| USA | polymers | Flexible equipment | Energy Density Ceiling | QuantumScape |
| Korea | oxides | Consumer Electronics Adaptation | High Temperature Performance Defects | LG New Energy |
Geopolitical Alert: U.S. IRA Bill Adds Solid State Electrolytes to Embargo List (Effective 2026)
VI.industrialization bottleneck: engineers of life and death attack
1. Interfacial impedance: solid-solid contact leads to a 300% increase in internal resistance.
Solution: Zirconium doped LLZO electrolyte (patented by China Mineral Resources)
2. Lithium dendrite penetration: short circuit risk after 500 cycles↑.
Breakthrough: Betray’s gas-phase SiC anode inhibits dendrite growth
3. Thermal management paradox:
Energy density ↑ → heat production ↑ → heat dissipation demand ↑ → volume ↑ → energy density ↓
Breakthrough technology: phase change material microcapsules (Zhuhai Guanyu patent)
Conclusion: 2025 industry reconfiguration tipping point
“When the price of sulfide electrolyte falls below 2.5 million/ton (2026) and the yield of lithium metal anode breaks through 95% (2025), solid-state batteries will change from ‘lab luxury’ to ‘just what you need for electric airplanes’. China is seizing the global commanding heights of ionic conductivity with the cost butcher knife on the material side (Tianhua Xinneng) and the super factory on the manufacturing side (Pilot Intelligence).”
