고체 배터리(SSB) 시장 : 개발 동향(2025년)

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.

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