2024 will be an optimistic time node for the large-scale application of semi-solid batteries. As for all solid-state batteries, it may not be until 2030.

Editor’s note: This article is from the WeChat public account “Traveling a Passenger” (ID: carcaijing), authored by Shi Zhiliang’s team.

On the evening of January 9, NIO (NYSE: NIO) released the first luxury electric sedan ET7, which officially claimed to have a battery life of more than 1,000 kilometers.

This kind of cruising range is based on a technological breakthrough in the battery field-solid-state batteries. NIO will mass produce 150kWh solid-state battery products in the fourth quarter of 2022. Prior to this, NIO’s battery products have experienced multiple iterations from 70, 84 to 100kWh. After using this battery product, the 2018 ES8 has a battery life of up to 730km, and the ET7 has a battery life of more than 1,000 kilometers.

The mainstream electric vehicle industry adopts liquid lithium battery technology. Solid-state batteries are the key layout direction of global related companies facing the future. However, due to the technical difficulties that have not been broken through and the high cost, the industry generally expects that it will take 5 years before mass production. -10 years. As a result, Weilai said that models equipped with solid-state batteries will be on the road as soon as two years later, which has aroused strong concern in the industry.

▲ The picture comes from the Internet

“The current use is not all solid, but liquid.” Li Bin, founder, chairman, and CEO of Weilai Automobile, emphasized that mass production of all solid-state batteries is still a long way away, because the market demand is very low. At the expense of cost for endurance, users and car companies will not pay. However, Li Bin revealed that the small test of solid-state batteries has met the technical requirements.

Dr. Hong Li from the Institute of Physics of the Chinese Academy of Sciences analyzed to a traveler (ID: carcaijing) that the battery is a complex system. The commercialization of a new material must be the simultaneous innovation of all supporting materials, which in itself is a long cycle. ; After product development, there are stages such as small test, pilot test, and mass production, and it takes time to make continuous corrections during the period. Therefore, battery technology innovation is often slow.

Li Hong predicts that, considering the complete supply chain shaping, mature process system, sufficient capacity construction, and sufficient road test time, 2024 will be a relatively optimistic time node for the large-scale application of semi-solid batteries. As for all solid-state batteries , It may be 2030.