全球固態電池市場（2026-2036）

固態電池是一種以固態離子導體取代傳統鋰離子電池中易燃液態電解質的技術，有望從根本上重塑電動車、消費性電子、航空航太、醫療器材和大型儲能產業。

受電動車需求成長、消費性電子產品小型化、飛機電氣化以及對更安全、更高能量密度儲能解決方案的迫切需求等因素的共同推動，全球固態電池市場預計到2036年將以33%-57%的複合年增長率增長。包括豐田、三星SDI、寧德時代、比亞迪和大眾在內的主要汽車製造商正在投入數十億美元用於固態電池的研發，並計劃在2027-2028年實現量產。

本報告深入探討了全球固態電池市場，提供了深入的技術分析、細緻的市場預測、競爭情報以及涵蓋固態電池價值鏈的69家公司的詳細公司概況。

目錄

第一章：摘要整理

• 市場概況與機會
• 技術展望與電解液型
• 半固態電池：過渡技術
• 生產規模擴大與成本走勢
• 競爭格局與主要參與者
• 區域動態
• 監理與標準架構
• 投資環境

  第二章：引言

  • 技術描述
  • 固態電解液
  • 特性與優勢
  • 技術規格
  • 型
    • 微型電池
    • 固態電池
    • 半固態電池 (SSSB)
  • SWOT 分析
  • 局限性

  第三章 製造流程與規模化挑戰

  • 製造方法：依電解液類型劃分
  • 成本分析與發展軌跡
    • 中試生產線及生產設施
    • 設備與製程創新

  第四章 應用

  • 套用部署順序
    • 電動車：OEM 示範項目
    • 新興應用

  第五章 供應鏈分析

  • 關鍵材料與前驅物
    • 主要供應鏈夥伴關係和投資

  第六章 全球市場預測

  • 電解液市場預測（GWh 出貨量）（2036 年）
  • 固態電池市場依最終用戶市場劃分的預測（收入，百萬美元）（2024-2036 年）

  第七章：區域市場分析

  • 中國：政策與產業化路線圖
    • 日本：結構化規模化
    • 北美：開發商-OEM 合作模式
    • 歐洲：監管進展與材料獨立性

  第八章：監理與標準概況

  章節第九章：回收與永續發展

  第十章：投資格局

  第十一章：商業化時程

  • 商業化路線圖
  • 全球應用預測

  第十二章：競爭格局：固態電池與新興鋰離子電池

  第十三章：公司簡介（69家公司簡介）

  第十四章：參考文獻

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