2026 年至 2035 年電動車 (EV) 新一代固態固態電池的市場機會、成長要素、產業趨勢與預測。

預計到 2025 年，全球電動車用新一代固態電池市場規模將達到 3.467 億美元，並將以 46.1% 的複合年成長率成長，到 2035 年達到 164 億美元。

隨著汽車產業加速向先進的電動出行解決方案轉型，電動車的下一代固態固態電池產業正展現出強勁的發展勢頭。在日益成長的電動車需求的推動下，電池製造商和汽車製造商持續增加對下一代電池技術的投資，以獲得更高的效率和更佳的駕駛性能。固態固態電池因其更高的能量密度和在保持緊湊電池尺寸的同時延長電動車續航里程的能力而備受關注。消費者對更短充電時間的日益成長的需求也推動了整個市場的技術快速進步。先進的電池結構能夠提高離子傳導率和輸出功率，從而縮短充電時間並提升車輛的整體便利性。安全性是推動電動車市場採用新一代固態電池的另一個關鍵成長要素。與傳統電池技術相比，固態固體系統具有更高的熱穩定性和更低的安全風險，使其在電動車應用領域更具吸引力。隨著對電池創新、製造能力和汽車電氣化進程的持續投入，預計未來幾年全球市場將進一步加速成長。

預計到2025年，硫化物基固體電解質市佔率將達到43.5%，並在2026年至2035年間維持47.2%的複合年成長率。硫化物基電解質材料因其優異的離子電導率而持續吸引商業性的廣泛關注，其性能特徵與液態電解質非常接近。這些材料非常適合用於下一代電動車電池系統，因為它們支援快速充電並有助於提高儲能效率。然而，該領域仍面臨著與易受潮性相關的製造挑戰，這增加了大規模電池製造流程的複雜性和整體加工成本。

預計到2025年，軟包電池市佔率將達到46.7%，並在2035年之前以47.5%的複合年成長率成長。軟包電池因其輕巧的結構和靈活的封裝設計而廣受歡迎，這些特性使其能夠提高能源效率並更好地整合到電動車中。這些電池具有高能量密度，並能為尋求緊湊高效電池解決方案的汽車製造商提供更大的客製化空間。儘管具有這些優勢，軟包電池仍然存在膨脹問題和結構耐久性限制，這持續為市場上的製造商帶來設計和性能方面的挑戰。

美國新一代電動車固態固態電池市場預計到2025年將達到5,900萬美元，並在2026年至2035年間以45.9%的複合年成長率成長。隨著創業投資、技術開發公司和汽車製造商不斷加大投資，美國正持續崛起為先進電池技術的領先創新中心。電池研發和商業化活動的資金支持不斷擴大，正在加快產品開發進程並增強國內製造能力。隨著企業尋求確保長期電池供應鏈並加速實現電動車生產目標，電池開發商和汽車製造商之間的策略合作也日益普遍。此外，汽車製造商正在加大對內部研發項目和共同開發契約的投資，以增強其在快速發展的固態固態電池產業的競爭力。

目錄

第1章：調查方法

第2章執行摘要

第3章 行業洞察

• 產業生態系分析
  • 供應商情況
  • 利潤率
  • 成本結構
  • 每個階段增加的價值
  • 影響價值鏈的因素
  • 中斷
• 影響產業的因素
  • 促進因素
    • 對更長電動車續航里程的需求
    • 快速充電的要求
    • 提高汽車安全性的努力
    • 政府強制推行車輛電氣化
  • 產業潛在風險與挑戰
    • 高昂的製造成本
    • 可擴展性挑戰
  • 市場機遇
    • 高階電動車細分市場的擴張
    • 商用車輛電氣化
    • 原始設備製造商和電池製造商之間的策略合作夥伴關係
    • 能量密度方面的突破性創新
• 成長潛力分析
• 技術與創新展望
  • 最新科技趨勢
  • 新興技術
• 價格分析
  • 對過去價格趨勢的分析
  • 定價策略：按業務類型分類
• 監理情勢
  • 北美洲
    • 美國能源局（DOE）
    • 美國國家公路交通安全管理局（NHTSA）
  • 歐洲
    • 歐盟委員會交通運輸總司（DG MOVE）
    • 歐洲化學品管理局（ECHA）
  • 亞太地區
    • 工業資訊化部（MIIT）
    • 重工業部（MHI）
  • 拉丁美洲
    • 發展、工業、貿易和服務部（MDIC）
    • 瑞典經濟部
  • 中東和非洲
    • 工業和先進技術部（MoIAT）
    • 工業和礦產資源部
• 波特的分析
• PESTLE分析
• 貿易數據分析
  • 進出口量及進口額趨勢
  • 主要貿易路線及關稅的影響
• 專利分析
• 生產能力和生產情況
  • 設備產能：按地區和主要生產商分類
  • 運轉率和擴張計劃
• 人工智慧和生成式人工智慧對市場的影響
  • 利用人工智慧改造現有經營模式
  • 按細分市場分類的生成式人工智慧用例和部署藍圖
  • 風險、限制和監管考量
• 永續性和環境方面
  • 永續計劃
  • 減少廢棄物策略
  • 生產中的能源效率
  • 具有環保意識的舉措
  • 考慮碳足跡
• 預測假設和情境分析
  • 基本案例：驅動複合年成長率的關鍵宏觀經濟與產業變量
  • 樂觀情境：宏觀經濟與產業的順風
  • 悲觀情景：宏觀經濟放緩或產業逆風

第4章 競爭情勢

• 介紹
• 企業市佔率分析
  • 北美洲
  • 歐洲
  • 亞太地區
  • LATAM
  • 中東和非洲
• 主要市場公司的競爭分析
• 競爭定位矩陣
• 主要進展
  • 併購
  • 夥伴關係和聯盟
  • 新產品發布
  • 業務拓展計劃及資金籌措
• 按公司規模進行基準測試
  • 排名分類標準與遴選標準
  • 按銷售額、地區和創新能力分類的層級定位矩陣。

第5章 市場估計與預測：依電解質分類，2022-2035年

• 氧化物固體電解質
• 聚合物固體電解質
• 硫化物固體電解質
• 複合/混合電解質

第6章 市場估價與預測：依電池類型分類，2022-2035年

• 小袋
• 棱鏡
• 圓柱形

第7章 市場估計與預測：依產能範圍分類，2022-2035年

• 小電池組（小於50安培時）
• 中階電池組（50-150安培小時）
• 大容量電池組（150安培或以上）

第8章 市場估價與預測：依車輛類型分類，2022-2035年

• 搭乘用車
  • 轎車
  • SUV
  • 掀背車
• 商用車輛
  • LCV
  • MCV
  • HCV

第9章 市場估計與預測：依地區分類，2022-2035年

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
  • 荷蘭
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲
  • 泰國
  • 印尼
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中東和非洲
  • 南非
  • 沙烏地阿拉伯
  • UAE

第10章：公司簡介

• 世界公司
  • BMW
  • BYD
  • CATL（Contemporary Amperex Technology）
  • LG Energy Solution
  • Panasonic Energy
  • Samsung SDI
  • Toyota Motor
  • Volkswagen
• 當地公司
  • Automotive Cells Company（ACC）
  • General Motors（GM）
  • Hyundai Motor
  • Nissan Motor
  • SK Innovation/SK On
  • Stellantis
  • SVOLT Energy Technology
• 新興企業
  • Factorial Energy
  • ProLogium Technology
  • QuantumScape
  • Solid Power
  • WeLion

The Global EV Next-Generation Solid-State Battery Market was valued at USD 346.7 million in 2025 and is estimated to grow at a CAGR of 46.1% to reach USD 16.4 billion by 2035.

The EV next-generation solid-state battery industry is gaining significant traction as the automotive sector accelerates its transition toward advanced electric mobility solutions. Rising demand for electric vehicles continues to encourage battery manufacturers and automotive companies to invest heavily in next-generation battery technologies capable of delivering improved efficiency and enhanced driving performance. Solid-state batteries are attracting strong attention because they offer higher energy density, enabling electric vehicles to achieve extended driving ranges while maintaining compact battery sizes. Increasing consumer expectations for shorter charging times are also contributing to rapid technological progress across the market. Advanced battery architectures support improved ion conductivity and greater power output, helping reduce charging durations and improve overall vehicle convenience. Safety remains another major growth factor supporting adoption within the EV next-generation solid-state battery market. Compared to conventional battery technologies, solid-state systems provide enhanced thermal stability and lower safety risks, making them increasingly attractive for electric vehicle applications. Ongoing investments in battery innovation, manufacturing capabilities, and automotive electrification initiatives are expected to further strengthen market expansion globally over the coming years.

The sulfide-based solid electrolytes segment held a 43.5% share in 2025 and is anticipated to register a CAGR of 47.2% from 2026 to 2035. Sulfide-based electrolyte materials continue to gain strong commercial interest due to their superior ionic conductivity, which closely matches the performance characteristics of liquid electrolytes. These materials support faster charging capabilities and contribute to higher energy storage efficiency, making them highly suitable for next-generation electric vehicle battery systems. However, the segment continues to face manufacturing challenges associated with moisture sensitivity, which increases production complexity and overall processing costs within large-scale battery manufacturing operations.

The pouch segment accounted for 46.7% share in 2025 and is forecast to grow at a CAGR of 47.5% through 2035. Pouch cell batteries are widely preferred due to their lightweight structure and flexible packaging design, which support improved energy efficiency and optimized battery integration within electric vehicles. These batteries offer high energy density and allow greater customization for vehicle manufacturers seeking compact and efficient battery solutions. Despite these advantages, pouch cells remain vulnerable to swelling issues and limited structural durability, which continue to present engineering and performance challenges for manufacturers operating in the market.

U.S. EV Next-Generation Solid-State Battery Market reached USD 59 million in 2025 and is expected to grow at a CAGR of 45.9% between 2026 and 2035. The United States continues to emerge as a major innovation hub for advanced battery technologies due to increasing investments from venture capital firms, technology developers, and automotive manufacturers. Growing financial support for battery research and commercialization activities is accelerating product development timelines and strengthening domestic manufacturing capabilities. Strategic collaborations between battery developers and automakers are also becoming increasingly common as companies seek to secure long-term battery supply chains and accelerate electric vehicle production goals. In addition, automotive manufacturers are expanding investments in internal research programs and collaborative development agreements to strengthen their competitive position within the rapidly evolving solid-state battery industry.

Key companies operating in the EV Next-Generation Solid-State Battery Market include BYD, CATL, LG Energy Solution, Nissan, Panasonic Energy, ProLogium Technology, QuantumScape, Samsung SDI, SK On, Solid Power, Toyota Motor, and WeLion. Companies participating in the EV next-generation solid-state battery market are adopting multiple strategic initiatives to strengthen their market presence and technological leadership. Major industry participants are increasing investments in research and development activities focused on improving energy density, battery safety, charging speed, and manufacturing scalability. Strategic partnerships between automotive manufacturers and battery developers are becoming increasingly important for securing long-term supply agreements and accelerating commercialization efforts. Many companies are also expanding pilot production facilities and investing in advanced manufacturing infrastructure to support large-scale deployment of solid-state battery technologies. In addition, businesses are pursuing intellectual property development and patent expansion to strengthen competitive advantages within the evolving market landscape.

Table of Contents

Chapter 1 Methodology

• 1.1 Research approach
• 1.2 Quality Commitments
  • 1.2.1 GMI AI policy & data integrity commitment
    • 1.2.1.1 Source consistency protocol
• 1.3 Research Trail & Confidence Scoring
  • 1.3.1 Research Trail Components
  • 1.3.2 Scoring Components
• 1.4 Data Collection
  • 1.4.1 Partial list of primary sources
• 1.5 Data mining sources
  • 1.5.1 Paid sources
    • 1.5.1.1 Sources, by region
• 1.6 Base estimates and calculations
  • 1.6.1 Base year calculation
• 1.7 Forecast model
  • 1.7.1 Quantified market impact analysis
    • 1.7.1.1 Mathematical impact of growth parameters on forecast
• 1.8 Research transparency addendum
  • 1.8.1 Source attribution framework
  • 1.8.2 Quality assurance metrics
  • 1.8.3 Our commitment to trust

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis
• 2.2 Key market trends
  • 2.2.1 Regional
  • 2.2.2 Electrolyte
  • 2.2.3 Battery form
  • 2.2.4 Capacity range
  • 2.2.5 Vehicle
• 2.3 TAM analysis, 2026-2035
• 2.4 CXO perspectives: Strategic imperatives

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 EV range extension demand
    • 3.2.1.2 Fast-charging requirement
    • 3.2.1.3 Automotive safety improvement push
    • 3.2.1.4 Government EV electrification mandates
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High manufacturing cost
    • 3.2.2.2 Scalability challenges
  • 3.2.3 Market opportunities
    • 3.2.3.1 Premium EV segment expansion
    • 3.2.3.2 Commercial fleet electrification
    • 3.2.3.3 Strategic OEM-battery partnerships
    • 3.2.3.4 Energy density breakthrough innovations
• 3.3 Growth potential analysis
• 3.4 Technology and innovation landscape
  • 3.4.1 Current technological trends
  • 3.4.2 Emerging technologies
• 3.5 Pricing Analysis (Driven by Primary Research)
  • 3.5.1 Historical Price Trend Analysis
  • 3.5.2 Pricing Strategy by Player Type
• 3.6 Regulatory landscape
  • 3.6.1 North America
    • 3.6.1.1 U.S. Department of Energy (DOE)
    • 3.6.1.2 National Highway Traffic Safety Administration (NHTSA)
  • 3.6.2 Europe
    • 3.6.2.1 European Commission Directorate-General for Mobility and Transport (DG MOVE)
    • 3.6.2.2 European Chemicals Agency (ECHA)
  • 3.6.3 Asia Pacific
    • 3.6.3.1 Ministry of Industry and Information Technology (MIIT)
    • 3.6.3.2 Ministry of Heavy Industries (MHI)
  • 3.6.4 Latin America
    • 3.6.4.1 Ministry of Development, Industry, Trade and Services (MDIC)
    • 3.6.4.2 Secretariat of Economy (SE)
  • 3.6.5 Middle East & Africa
    • 3.6.5.1 Ministry of Industry and Advanced Technology (MoIAT)
    • 3.6.5.2 Ministry of Industry and Mineral Resources
• 3.7 Porter's analysis
• 3.8 PESTEL analysis
• 3.9 Trade Data Analysis (Driven by Primary Research)
  • 3.9.1 Import/Export Volume & Value Trends
  • 3.9.2 Key Trade Corridors & Tariff Impact
• 3.10 Patent analysis (Driven by Primary Research)
• 3.11 Capacity & Production Landscape (Driven by Primary Research)
  • 3.11.1 Installed Capacity by Region & Key Producer
  • 3.11.2 Capacity Utilization Rates & Expansion Pipelines
• 3.12 Impact of AI & Generative AI on the Market
  • 3.12.1 AI-driven disruption of existing business models
  • 3.12.2 Gen AI use cases & adoption roadmap by segment
  • 3.12.3 Risks, limitations & regulatory considerations
• 3.13 Sustainability and environmental aspects
  • 3.13.1 Sustainable practices
  • 3.13.2 Waste reduction strategies
  • 3.13.3 Energy efficiency in production
  • 3.13.4 Eco-friendly initiatives
  • 3.13.5 Carbon footprint considerations
• 3.14 Forecast assumptions & scenario analysis (Driven by primary research)
  • 3.14.1 Base Case - key macro & industry variables driving CAGR
  • 3.14.2 Optimistic Scenarios - Favorable macro and industry tailwinds
  • 3.14.3 Pessimistic Scenario - Macroeconomic slowdown or industry headwinds

Chapter 4 Competitive Landscape, 2025

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 LATAM
  • 4.2.5 MEA
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Key developments
  • 4.5.1 Mergers & acquisitions
  • 4.5.2 Partnerships & collaborations
  • 4.5.3 New product launches
  • 4.5.4 Expansion plans and funding
• 4.6 Company tier benchmarking
  • 4.6.1 Tier classification criteria & qualifying thresholds
  • 4.6.2 Tier positioning matrix by revenue, geography & innovation

Chapter 5 Market Estimates & Forecast, By Electrolyte, 2022 - 2035 ($Mn)

• 5.1 Key trends
• 5.2 Oxide-based solid electrolytes
• 5.3 Polymer-based solid electrolytes
• 5.4 Sulfide-based solid electrolytes
• 5.5 Composite/hybrid electrolytes

Chapter 6 Market Estimates & Forecast, By Battery Form, 2022 - 2035 ($Mn)

• 6.1 Key trends
• 6.2 Pouch
• 6.3 Prismatic
• 6.4 Cylindrical

Chapter 7 Market Estimates & Forecast, By Capacity Range, 2022 - 2035 ($Mn)

• 7.1 Key trends
• 7.2 Small Pack (Below 50 Ah)
• 7.3 Mid-Range Pack (50-150 Ah)
• 7.4 Large Pack (Above 150 Ah)

Chapter 8 Market Estimates & Forecast, By Vehicle, 2022 - 2035 ($Mn)

• 8.1 Key trends
• 8.2 Passenger cars
  • 8.2.1 Sedan
  • 8.2.2 SUV
  • 8.2.3 Hatchback
• 8.3 Commercial Vehicles
  • 8.3.1 LCV
  • 8.3.2 MCV
  • 8.3.3 HCV

Chapter 9 Market Estimates & Forecast, By Region, 2022 - 2035 ($Mn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
  • 9.4.6 Thailand
  • 9.4.7 Indonesia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Global players
  • 10.1.1 BMW
  • 10.1.2 BYD
  • 10.1.3 CATL (Contemporary Amperex Technology)
  • 10.1.4 LG Energy Solution
  • 10.1.5 Panasonic Energy
  • 10.1.6 Samsung SDI
  • 10.1.7 Toyota Motor
  • 10.1.8 Volkswagen
• 10.2 Regional players
  • 10.2.1 Automotive Cells Company (ACC)
  • 10.2.2 General Motors (GM)
  • 10.2.3 Hyundai Motor
  • 10.2.4 Nissan Motor
  • 10.2.5 SK Innovation / SK On
  • 10.2.6 Stellantis
  • 10.2.7 SVOLT Energy Technology
• 10.3 Emerging players
  • 10.3.1 Factorial Energy
  • 10.3.2 ProLogium Technology
  • 10.3.3 QuantumScape
  • 10.3.4 Solid Power
  • 10.3.5 WeLion