It is reported that Samsung SDI has completed the manufacture of 1-2 product prototype. The all-solid-state battery developed by it uses sulfide as electrolyte, and has obtained relevant patents and entered the stage of technical verification.
The company plans to introduce pure battery plates, solid electrolyte processing equipment and battery assembly equipment into the trial production line. Insiders pointed out that to some extent, establishing a trial production line means that "Samsung SDI has passed the bottleneck of all-solid-state battery mass production technology".
With this trial production line, Samsung SDI is expected to get rid of its rivals on the road of mass production of all-solid-state batteries.
Its Korean counterparts LG New Energy and SK On are also intensively investing in the research and development of all-solid-state batteries, with the target mass production time of 2030. Among the battery start-ups, QuantumScape invested by Volkswagen plans to put all-solid-state batteries into mass production in 2024.
Duolian is expected to enjoy the bonus. The "compromise plan" is heating up.
At present, lithium ferrous phosphate and ternary battery are two mainstream routes in the industry, but neither of them can escape the problems of safety and cruising range. Faced with these two problems, solid-state batteries are the latest solution.
It has advantages in energy density, output current stability, service life and volume, and the most prominent advantages are safety and cruising range: solid electrolyte is nonflammable, high temperature resistant, non-corrosive and non-volatile; In addition, the data shows that its battery life can reach 2-3 times that of traditional liquid lithium batteries.
Considering that solid-state battery is recognized as the next generation battery technology route, Guo Jin Securities believes that it is expected to enjoy the valuation premium beyond the traditional liquid battery.
Industrial Securities added that if all-solid-state batteries are successfully mass-produced, the electrolyte and diaphragm links will usher in changes. At the same time, it is suitable for high energy density system materials, which will drive the demand for high nickel anode, silicon carbon cathode, lithium metal cathode and other materials.
However, from liquid battery to all-solid-state battery, it is difficult to do it overnight. Most people in the industry also believe that the mass production and commercialization of all-solid-state batteries still face many difficulties and remain a "protracted war".
Semi-solid battery (solid-liquid hybrid battery) therefore becomes a compromise transition scheme. For example, the "solid-state battery" carried by Dongfeng E70 and supplied by Ganfeng Lithium Industry, the "solid-state battery" adopted by Weilai ET7, and the products of Wei Lan New Energy, Funeng Technology and SES Company are actually semi-solid batteries.
It is worth noting that even if mass production is successfully achieved, the road ahead of all-solid-state batteries is still difficult.
Let's not talk about the power density of solid-state batteries after they leave the laboratory; The problem of poor fast charging performance will also make most consumers shake their heads-this is also a big problem that Samsung SDI needs to face now.
Gao, an academician of the Chinese Academy of Sciences, Professor Tsinghua University and director of the State Key Laboratory of Automobile Safety and Energy Conservation, predicted that it would take about ten years to realize the industrialization of all-solid-state batteries, which would have an important impact on the market structure. The existing lithium battery technology, including liquid battery and semi-solid battery, will still occupy an absolute dominant position before 2030.