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固體電池市場:開發趨勢(2025年)
市場調查報告書
商品編碼
1698616

固體電池市場:開發趨勢(2025年)

Development Trends of Solid-State Battery Market 2025
出版日期: | 出版商: TrendForce | 英文 250 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

報告概述

固態電池（SSB）具有高能量密度和安全性，有望成為電動車的下一代電池技術。目前，歐美、日韓及中國相關企業正積極佈置SSB技術，並在工程化方面持續取得新的突破。尤其是豐田汽車、日產汽車、三星SDI等全球主要廠商已開始進入中試生產階段，SSB的商業化應用也持續進行中。 TrendForce預測，受全球產能競爭影響，2027年，全固態電池（ASSB）將達到GWh級量產。

研究範圍

本報告對SSB的特性、主要材料及零件技術進展、市場現狀及趨勢、各國產業化進展、主要廠商的商業佈局等進行了詳細的研究分析，洞察SSB行業的市場發展趨勢，幫助客戶更好地掌握市場機會。

報告範圍 詳細內容

市場區隔
  • 電動車(EV)
  • 能源儲存系統(ESS);
  • 固體微電池
  • 低空飛行(eVTOL/UAM)市場

對象企業
  • Toyota
  • Nissan
  • Honda
  • Panasonic
  • Idemitsu
  • Hitachi Zosen
  • Mitsui Kinzoku
  • Maxell
  • TDK
  • Hyundai
  • Samsung SDI
  • LG Energy Solution
  • SK on
  • POSCO Holdings
  • Solivis
  • Solid Ionics
  • Lotte Energy Materials
  • Factorial
  • QuantumScape
  • SES AI
  • Solid Power
  • Blue Solutions
  • Solidion
  • Ionic Storage Systems
  • Basquevolt
  • ilika
  • 24M Technologies
  • CATL
  • BYD
  • Gotion
  • EVE
  • Svolt
  • Ganfeng LiEnergy
  • Welion
  • Qingtao Energy
  • ProLogium

最近的趨勢:

  • 2024年，日產和本田將開始建造全固態電池 (ASSB) 試點工廠。同時，豐田的ASSB開發和生產計劃於2024年9月獲得經濟產業省批准，計劃於2026年開始生產。日本的目標是到2030年左右實現ASSB的正式商業化應用。
  • 三星SDI於2022年宣布啟動ASSB生產中試線（S線），目前已完成中試線的建設，不僅在2023年向一家電動汽車製造商交付了首批ASSB樣品，還在2024年將SSB的供應擴大到五家潛在客戶。目前正在進行樣品測試，預計2027年量產。
  • 中國政府自2024年起增加了ASSB研發的資金投入。 2024年，中國在工業和資訊化部等部會的牽頭下，計劃投資約60億元人民幣支持ASSB的研發。預計寧德時代、比亞迪、一汽、上汽、威獅、吉利六家公司將獲得政府針對 ASSB 計畫的基礎研發支持。目標是到2027年實現小規模車輛安裝（數千輛）。同時，廣汽、上汽、奇瑞等汽車製造商已公開表示將在2026年推出搭載ASSB的電動車。

目錄

第1章 摘要:SSB產業的現狀

  • SSB定義
  • SSB的特性
    • 能量密度
    • 安全性
    • 急速充電，循環壽命
  • SSB的種類
    • 半固體，全固體
    • 聚合物，氧化物，硫化物
  • SSB的製造流程
    • 電池電池單元
    • 與堆疊包裝
  • SSB產業鏈的形成

第2章 技術:SSB的主要材料和零組件的技術的進步

  • 陰極
    • LCO
    • NCA/NCM
    • LFP/LMFP
    • 豐富含鋰的錳系正極
    • LNMO
    • 其他
  • 陽極
    • 石墨陽極
    • Si為基礎的陽極
    • 鋰金屬陽極
    • 鋰合金陽極
    • 陽極自由
  • 固體電解質
    • 聚合物
    • 氧化物
    • 硫化物
    • 鹵素化物
    • 其他
  • 分離器
  • 集電設備
  • 電池電池單元的製造
    • 陰極/陽極電極
    • 電解液分離器
    • 電池單元的組裝和精加工
  • 包裝

第3章 市場:SSB產業的分析

  • SSB的成本分析
  • SSB的降低成本途徑和趨勢
  • 市場需求預測
  • 競爭情形
    • 技術形勢
    • 專利形勢
  • SSB的市場應用和趨勢

第4章 產業:SSB的工業化的現狀與趨勢

  • SSB的技術藍圖
    • 材料
    • 電池和那個用途
  • SSB的產業化的發展
    • 世界
    • 歐洲和美國
    • 日本
    • 韓國
    • 中國
  • SSB產業化的瓶頸
    • 材料
    • 設備
    • 流程
  • SSB產業鏈的開發情形和趨勢

第5章 企業:主要企業的展開和商業化的分析

  • 日本
    • Toyota
    • Nissan
    • Honda
    • Panasonic
    • Idemitsu
    • Hitachi Zosen
    • Mitsui Kinzoku
    • Maxell
    • TDK
  • 韓國
    • Hyundai
    • Samsung SDI
    • LG Energy Solution
    • SK on
    • POSCO Holdings
    • Solivis
    • Solid Ionics
    • Lotte Energy Materials
  • 歐洲·美國
    • Factorial
    • Quantum Scape
    • SES
    • Solid Power
    • Blue Solutions
    • Solidion
    • Ionic Storage Systems
    • Basquevolt
    • ilika
    • 24M Technologies
  • 中國
    • CATL
    • BYD
    • Gotion
    • EVE
    • Svolt
    • Ganfeng LiEnergy
    • Welion
    • Qingtao Energy
  • 台灣
    • ProLogium
簡介目錄

Overview of the report:

Solid-state battery (SSB), with higher energy density and safety, is a potential next-generation EV battery technology. At present, relevant enterprises in Europe, the United States, Japan, South Korea and China are actively layout SSB technology, and continue to make new progress in engineering. In particular, the global leading manufacturers such as Toyota, Nissan and Samsung SDI have begun to enter the pilot production phase, and the commercial application of SSBs is constantly moving forward. TrendForce estimates that with the global production competition, ASSBs are expected to reach GWh level mass production by 2027.

Report Coverage:

In this report, we conduct in-depth research and analysis and summary from SSB characteristics, key materials and component technology progress, market status and trends, industrialization progress in various countries, and commercial layout of key enterprises, to gain insight into the development trend of SSB industry, and better grasp market opportunities for customers.

Report coverageDetails

Market segments covered:
  • electric vehicle (EV);
  • Energy Storage System (ESS);
  • Solid-State Microbattery;
  • Low-altitude Flight (eVTOL/UAM) Market

Companies covered:
  • Toyota
  • Nissan
  • Honda
  • Panasonic
  • Idemitsu
  • Hitachi Zosen
  • Mitsui Kinzoku
  • Maxell
  • TDK
  • Hyundai
  • Samsung SDI
  • LG Energy Solution
  • SK on
  • POSCO Holdings
  • Solivis
  • Solid Ionics
  • Lotte Energy Materials
  • Factorial
  • QuantumScape
  • SES AI
  • Solid Power
  • Blue Solutions
  • Solidion
  • Ionic Storage Systems
  • Basquevolt
  • ilika
  • 24M Technologies
  • CATL
  • BYD
  • Gotion
  • EVE
  • Svolt
  • Ganfeng LiEnergy
  • Welion
  • Qingtao Energy
  • ProLogium

Recent Developments:

  • In 2024, Nissan and Honda began the construction of pilot factories of all solid-state batteries (ASSBs). Toyota, at the same time, the development and production plan of ASSBs was certified by the Ministry of Economy, Trade and Industry of Japan in September 2024, and plans to start production from 2026. Japans ambition is to realize the formal commercial application of ASSBs by around 2030;
  • Samsung SDI has announced the initiation of the pilot line (S-line) for ASSB production in 2022, it has not only completed the construction of pilot line and delivered the first batch of ASSB samples to electric vehicle manufacturers in 2023, but also expanded the supply of SSBs to five potential customers in 2024. Currently, the sample test is under way and is scheduled to achieve mass production in 2027.
  • Chinese government has increased R&D funding for ASSBs from 2024 onwards. In 2024, led by the Ministry of Industry and Information Technology and other ministries, China plans to invest around CNY 6 billion to support the R&D of ASSBs. Six companies-CATL, BYD, FAW, SAIC, WELION, and Geely-will receive foundational R&D support from the government for their ASSB projects. The goal is to achieve small-scale vehicle installation (thousands of vehicle units) by 2027. Meanwhile, GAC, SAIC, Chery and other auto manufacturers have publicly announced that they will launch electric models equipped with ASSB versions in 2026.

Table of Contents

1. Summary: Status of SSB Industry

  • 1.1. Definition of SSBs
  • 1.2. Properties of SSBs
    • 1.2.1. Energy Density
    • 1.2.2. Safety
    • 1.2.3. Fast Charging, Cycle life
  • 1.3. Types of SSBs
    • 1.3.1. Semi-Solid State, All-Solid State
    • 1.3.2. Polymer, Oxide, Sulfide
  • 1.4. Manufacturing Processes of SSBs
    • 1.4.1. Battery Cells
    • 1.4.2. Stacking and Packing
  • 1.5. Formation of SSB Industry Chain

2. Technology: Technical Advancement on Key Materials and Components of SSBs

  • 2.1. Cathode
    • 2.1.1. LCO
    • 2.1.2. NCA/NCM
    • 2.1.3. LFP/LMFP
    • 2.1.4. Li-rich Mn-based cathode
    • 2.1.5. LNMO
    • 2.1.6. Others
  • 2.2. Anode
    • 2.2.1. Graphite Anode
    • 2.2.2. Si-Based Anode
    • 2.2.3. Li-Metal Anode
    • 2.2.4. Lithium Alloy Anode
    • 2.2.5. Anode-Free
  • 2.3. Solid Electrolyte
    • 2.3.1. Polymer
    • 2.3.2. Oxide
    • 2.3.3. Sulfide
    • 2.3.4. Halide
    • 2.3.5. Others
  • 2.4. Separator
  • 2.5. Current Collector
  • 2.6. Manufacturing of Battery Cell
    • 2.6.1. Cathode/Anode Electrode
    • 2.6.2. Electrolyte Separator
    • 2.6.3. Cell Assembly and Finishing
  • 2.7. Pack

3. Market: Analysis on SSB Industry

  • 3.1. Cost Analysis on SSB
    • 3.1.1. Semi-SSB
    • 3.1.2. Polymer-Based
    • 3.1.3. Oxide-Based
    • 3.1.4. Sulfide-Based
  • 3.2. Cost Reduction Routes and Trends of SSB
    • 3.2.1. Cathode
    • 3.2.2. Anode
    • 3.2.3. Electrolytes
    • 3.2.4. Cells
  • 3.3. Market Demand Forecast
    • 3.3.1. Mid-to-long-term Outlook (~2035)
    • 3.3.2. EV Market
    • 3.3.3. ESS Market
    • 3.3.4. Small SSB/Microbattery Market
    • 3.3.5. Low-altitude Flight (eVTOL/UAM) Market
  • 3.4. Competitive Landscape
    • 3.4.1. Technology Landscape
    • 3.4.2. Patent Landscape
  • 3.5. Market Applications and Trends for SSBs
    • 3.5.1. Current Applications
    • 3.5.2. Application Trends

4. Industry: Current Status and Trends of Industrialization of SSB

  • 4.1. Technology Roadmap of SSB
    • 4.1.1. Materials
    • 4.1.2. Batteries and Applications
  • 4.2. Progress of Industrialization of SSB
    • 4.2.1. Global
    • 4.2.2. Europe & US
    • 4.2.3. Japan
    • 4.2.4. South Korea
    • 4.2.5. China
  • 4.3. Bottlenecks in SSB Industrialization
    • 4.3.1. Materials
    • 4.3.2. Equipment
    • 4.3.3. Processes
  • 4.4. Development Status and Trends of the SSB Industry Chain

5. Enterprises: Analysis on Deployment and Commercialization among Key Enterprises

  • 5.1. Japan
    • Toyota
    • Nissan
    • Honda
    • Panasonic
    • Idemitsu
    • Hitachi Zosen
    • Mitsui Kinzoku
    • Maxell
    • TDK
  • 5.2. South Korea
    • Hyundai
    • Samsung SDI
    • LG Energy Solution
    • SK on
    • POSCO Holdings
    • Solivis
    • Solid Ionics
    • Lotte Energy Materials
  • 5.3. Europe & America
    • Factorial
    • Quantum Scape
    • SES
    • Solid Power
    • Blue Solutions
    • Solidion
    • Ionic Storage Systems
    • Basquevolt
    • ilika
    • 24M Technologies
  • 5.4. China
    • CATL
    • BYD
    • Gotion
    • EVE
    • Svolt
    • Ganfeng LiEnergy
    • Welion
    • Qingtao Energy
  • 5.5. Taiwan
    • ProLogium