High-nickel all-solid-state battery installation speeds up by 2025
Engineer’s Opening Strike
“When the energy density of 400Wh/kg becomes the admission ticket of all-solid-state battery, high nickel positive electrode + sulfide electrolyte is becoming the ultimate track for the head enterprises to race for life and death. The yield rate of Ningde Times pilot line exceeded 92%, Vonergy delivered 60Ah battery cells at the end of the year, and Zhijie L6 has been mass-produced and installed in vehicles – behind this ‘high-nickel solid-state battery vehicle jamming war’ is a head-to-head battle of three major technological barriers: purity of nickel materials, interfacial impedance control, and dry process. Head-to-head battle.”
I. Global vehicle installation schedule: the life and death of car companies and battery manufacturers
| corporations | technological route | key point | energy density | application scenario |
|---|---|---|---|---|
| Vernon Technologies | Sulfide all-solid | Delivery of 60Ah cells by the end of 2025 | 400Wh/kg | eVTOL/High-end Passenger Cars |
| Smart Car | Oxide semi-solid | Production loaded L6 | 368Wh/kg | Passenger cars (1000km+ range) |
| Ningde Times | Sulfide all-solid | Small-scale production in 2027 | 500Wh/kg | Mercedes-Benz/BMW Premium Models |
| BYD Company (company name) | Sulfide complex electrolyte | Mass production by 2030 | 400Wh/kg | Owned models |
| Shingwanda (name) | 2027 Full small-scale production of sulphides | 2026 generation mass production | 400Wh/kg | UAV/Military |
Engineer’s Insight: Jiji L6’s “Pseudo All-Solid” controversy (actually semi-solid) reveals the current state of the industry – true all-solid needs to fulfill three iron laws:
1. Electrolyte all-solid state (liquid content <5%)
2. Lithium metal anode application
3.Passing 200℃ hot box+needle puncture double test.
II.High-nickel materials: the “heart” of energy density and cost black hole
Technology focus:
Nickel content jump: Dangsheng Technology Ni95 ultra-high nickel material mass production and loading, volumetric energy density exceeded 800Wh/L
Impurity control: sulfur content <50ppm, otherwise accelerate the interface side reaction (VNT patented passivation layer technology to solve)
Cost paradox: high-nickel materials accounted for 35% of the cost of the battery core, but every 1% increase in nickel content, the energy density gains of 2.5%
Supplier jamming war:
Zhongwei: 89.5% global market share of ultra-high nickel precursor
Rongbai Technology: 9-series monocrystalline cathode S93LS tons shipment, suitable for sulfide solid-state batteries
Greenmax: Indonesia nickel resources lock 123,000 tons/year, 15% cost reduction
Engineer’s Warning: “Procurement of high-nickel materials need to be examined by the ICP-MS test report – – Sodium/zinc impurity exceeds the standard. -Sodium / zinc impurities exceeding the standard will lead to cycle life cut!”
III.sulfide electrolyte: mass production of life and death line
Pain points and breakthroughs
| technological bottleneck | Innovative Solutions | leading enterprises |
|---|---|---|
| High interface impedance | Soft-packed laminations + isostatic pressing process (pressure > 5MPa) | Vernon Technologies |
| Hydrogen sulfide toxicity | Rare earth element doping (lanthanide metal cladding) | Arigato |
| Low mass production yield | Dry electrode molding in one piece (60% reduction in energy consumption) | Jiji/Qingtao Energy |
Cost fight
Sulfide electrolyte price: 800 yuan / kg (Ganfeng lithium industry) vs imported 1200 yuan / kg
cost reduction path: Yunnan Zhongsheng 100,000 tons of sulfide production capacity release in 2026 prices or cuts
IV.the fu can pilot breakthrough: soft package stacked piece of process dividends
Technical barriers: aluminum-plastic encapsulation adapted to the expansion of the pole piece, silicon doping rate increased to 35-40% (industry average <25%)
Acceleration of mass production:
▶ August 2025 to send samples to car companies
▶ the end of the completion of the 0.2GWh pilot line
▶ 2026 GWh level production line into production
Customer binding: the U.S. eVTOL giants + exclusive supply of the Peng Flying Car, the order covers 54GWh semi-solid production capacity
Engineer test: its 400Wh/kg core pin temperature rise of only 1.8 ° C, thermal runaway self-shutdown response ＜3ms
V. Industry chain positioning war: who controls the technical high point?
Material:
Electrolyte: Ganfeng lithium industry full route coverage (sulfide/oxide/polymer)
Negative electrode: Sugo Corporation vapor deposition silicon-carbon negative electrode (cycle 1500 times)
Equipment:
Precursor Intelligence solid state battery line equipment yield 92%, won Toyota 1.2 billion orders
Xinyu people dry coating machine unit price of more than 10 million, to replace the imported equipment
Battery:
Ningde Times sulfide patent reserves exceeded Toyota’s (the world’s largest PCT application volume in 2025)
Guoxuan Hi-Tech “Kingstone Battery” 350Wh/kg program to focus on cost-effectiveness
Procurement Action Guidelines
Verify the real technology: require suppliers to provide third-party pinning report + 200℃ hot box test video
Lock production capacity: prioritize signing up with Vonergy’s 2025 pilot line (production capacity is only 0.2GWh)
Prevent patent risk: avoid Toyota’s sulfide patent pool (covering 43% of core patents)
Bet on application scenarios:
automotive: choose semi-solid transition solution (cost only 5-10% higher)
drone/military: grab Shindanda 360Wh/kg battery (support -35℃ extreme cold)
Engineer’s Conclusion:
“All-solid-state batteries are not ‘future tech’ – they are an industrial revolution that is traveling through the valley of death of mass production. 2025 is the year we will witness:
Soft pack encapsulation strangling the square case route
Sulfide electrolytes crushing polymers
Military/flying cars eating up 80% of early production capacity
Purchasers’ choices at this point in time will determine whether they live or die in the high-end battery market over the next 5 years.”
