Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing.

TrendForce forecasts that global demand for solid-state batteries (including semi-SSB) will surpass 206 GWh by 2030 and exceed 740 GWh by 2035, signaling the start of large-scale commercial adoption.

Nearly 100 companies  have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.

SSBs gaining traction

Currently, all-solid-state batteries (ASSBs) are in the several hundred MWh pilot-production phase, where they are being validated and optimised. Small-scale use has started in non-automotive sectors like industrial robots, medical devices, and semiconductor equipment, with automotive adoption anticipated around 2027.

Semi-solid state batteries are already used in some EV models, such as the Dong Feng Aeolus E70, NIO ET7, IM L6, SERES 5, Voyah Passion, and SAIC MG4.

Semi-SSBs use a semi-solid or gel-like electrolyte, which combines the properties of both liquid and solid materials.

As key performance metrics like cost, C-rate, and cycle life keep advancing, the adoption of semi-SSB EVs is expected to grow steadily. Market share is projected to go over 1% in 2027, with more than 100,000 vehicles installed annually.

Mercedes-Benz, BMW, Stellantis, Chery, and Hyundai are also testing vehicles equipped with either ASSBs or semi-SSBs.

Consumer electronics, humanoid robots, and eVTOL/UAM are emerging as rapid-growth areas for solid-state batteries, as these sectors increasingly adopt safer, higher-energy-density options.