According to EVTank's white paper, it is projected that by 2030, global shipments of solid-state batteries will reach 614.1 GWh, with a penetration rate of approximately 

10% in the overall lithium battery market. The market size is expected to exceed 250 billion yuan, primarily driven by semi-solid-state batteries.

Recently, research institutions EVTank and the Ewei Institute of Economic Research, in collaboration with the China Battery Industry Research Institute, jointly released 

the "White Paper on the Development of China's Solid-State Battery Industry (2024)". In the white paper, EVTank defines batteries with electrolyte content below 10% as 

semi-solid-state batteries and batteries with no electrolyte as fully solid-state batteries. EVTank points out that as the amount of liquid electrolyte gradually decreases 

and the content of solid-state electrolyte increases, the energy density and safety performance of batteries will be significantly improved.

In the "White Paper on the Development of China's Solid-State Battery Industry (2024)", EVTank states that since 2022, there has been significant progress in the research 

and industrialization of solid-state batteries, especially with the mass production and deployment of semi-solid-state batteries by Chinese companies such as Weilan New

 Energy and Ganfeng Lithium, marking the economic industrialization of semi-solid-state batteries in 2023.

At the same time, EVTank also emphasizes that fully solid-state batteries still face unresolved issues such as ion conductivity, solid-solid interface, and cycling performance. 

It is expected that the industrialization of fully solid-state batteries will occur around 2030.

Solid-state battery will be used in home energy storage system ,industrial and commercial storage system and so on.This will be bring greater safety and high/low 

temperature performance.

Based on the assessment of solid-state battery technology and cost reduction paths, EVTank predicts that global solid-state battery shipments will reach 614.1 GWh by 

2030, with a penetration rate of around 10% in the overall lithium battery market. The market size is expected to exceed 250 billion yuan, primarily driven by semi-solid-state 

batteries.

EVTank states that the reason for significantly increasing the forecast for solid-state battery shipments is mainly due to the technological progress and cost reduction of 

semi-solid-state batteries achieved by Chinese companies in recent years, which have far exceeded expectations.

In terms of the competitive landscape, EVTank analyzes in the white paper that overseas companies represented by Japan and the United States have started to lay out 

solid-state batteries earlier, including Toyota, Panasonic, Solid Power, QuantumScape, among others, all aiming for fully solid-state batteries as their development goal, but 

their industrialization progress is relatively slow. Chinese companies represented by Weilan New Energy, Qingtao Energy, and Ganfeng Lithium, on the other hand, have chosen 

the relatively easier industrialization path of semi-solid-state batteries as transitional products, promoting the industrial development of semi-solid-state batteries.

Regarding solid-state electrolytes, EVTank states that Japan and South Korea mainly focus on sulfide systems, China has a majority of oxide and polymer systems, while startup 

companies in the United States have layouts in sulfide, oxide, and polymer systems.

The companies and research institutions mentioned in the "White Paper on the Development of China's Solid-State Battery Industry (2024)" include Toyota, Volkswagen, 

Mercedes-Benz, BMW, GAC Group, SAIC Motor, Dongfeng Motor, BYD, CATL, Funeng Technology, Guoxuan Hi-Tech, Weilan New Energy, Qingtao Energy, Tailan New Energy, 

Hui Energy Technology, Samsung SDI, LG Energy Solution, Panasonic, Solid Power, QuantumScape, SES (Massachusetts Institute of Technology), Shanghai Xiba, Chinese 

Academy of Sciences, University of Science and Technology of China, among others.