According to relevant news, Nvidia andOpenAI both believe that the future development of Al technology will highlyrely on energy, especially the advancement of photovoltaic and energy storagetechnologies.
At the beginning of 2024, two news reportsabout new progress in overseas solid-state batteries have once again attractedmarket attention to the field of solid-state batteries. At present, the energydensity of traditional liquid lithium batteries has approached the theoreticallimit of 350Wh/kg, and there are still safety hazards such as thermal runawayof the battery. With the rapid expansion of the new energy vehicle marketcapacity, the urgent demand for high energy density and high safety in powerbatteries is driving the development of solid-state batteries.
At present, solid-state batteries aremainly in the research and development and trial production stages worldwide,and there are differences in the technological route choices for solid-statebatteries among countries. Overseas companies such as Japan, South Korea, andEurope and America mainly focus on sulfide technology routes and are committedto all solid state batteries, so the industrialization process is relativelyslow. Most domestic enterprises choose the oxide technology route and choosesemi-solid batteries that are relatively easy to industrialize as transitionproducts.
In 2023, the domestic installation ofsemi-solid batteries exceeded the GWh level, and large-scale production andinstallation will begin in 2024. In the future, with the continuous progress ofsolid-state battery technology, costs will gradually decrease, especially withthe industrialization process of semi-solid batteries in China alreadyunderway, and the market size of solid-state batteries will be able to growrapidly.
The current traditional lithium batteryindustry has entered a stage of overcapacity, and improving quality, reducingcosts, and increasing efficiency through technological innovation and materialiteration is an inevitable trend in industry development. Solid state batteriesare globally recognized as the next generation of batteries. In 2023, Chinawill take the lead in mass production of semi-solid batteries, and theindustrialization process is expected to accelerate, bringing new developmentopportunities for the iterative upgrading of the lithium battery industrychain.
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