Another 10GWh semi-solid battery project signed and landed

1. The construction of solid-state battery projects has entered an intensive period
2. The market space potential of semi-solid-state batteries can be expected
3. Summary

According to information, Tailan New Energy has an annual output of 10GWh semi-solid lithium battery production base, with a total investment of 7 billion RMB. The project will be implemented in two phases. The first phase of the project has an investment of 2 billion RMB, covers an area of more than 200 acres, and has a planned production capacity of 3GWh.

It plans to launch the high-end new energy electric vehicle market and has acquired multiple reserve customers. The second phase of the project plans to invest in the construction of a 7GWh power battery project.

Besides, many factories are also constructing power battery project all over the world, here is a top 10 power battery installations in the world list for you. After the project is completed, it will become Tailan New Energy’s second largest lithium battery industrial park after Chongqing’s production and manufacturing base.

Semi-solid battery, also known as solid-liquid hybrid battery, is a battery form between liquid lithium battery and all-solid-state lithium battery. The difference between it and all-solid-state lithium battery is that the solid-liquid hybrid battery contains a certain amount of liquid electrolyte, while all-solid-state lithium batteries contain only solid-state electrolytes and do not contain any liquid electrolytes.

However, large-scale mass production of all-solid-state batteries faces many technical and practical difficulties, while semi-solid-state batteries greatly reduce the amount of electrolyte used, which greatly reduces the flammable and explosive safety hazards of traditional liquid batteries.

The performance of ultra-fast charging and high energy density far exceeds that of liquid lithium batteries, which is considered by industry experts to be one of the mainstream directions of vehicle power batteries in the future. At the same time, the semi-solid battery production line is also widely compatible with existing liquid battery production lines.

Ganfeng said that the assembly of the solid-liquid hybrid battery has great compatibility with the current soft-pack liquid, which may exceed 80%, and the remaining 20% can be transformed through many existing production lines, which can be scaled without major disruption. , automation and efficient mass production.

Tailan New Energy also stated that the company’s semi-solid battery has introduced an original mass production manufacturing process on the basis of being widely compatible with existing liquid battery production lines, which makes the manufacturing cost of semi-solid battery products lower than that of liquid lithium batteries, and the product consistency is better which greatly accelerated the company’s mass production progress.

The construction of solid-state battery projects has entered an intensive period

In addition to Tailan New Energy’s deployment of semi-solid battery production bases in Chongqing and Huainan, Anhui this year, many manufacturers in China have already deployed them.

In January this year, the first batch of 50 Dongfeng-Ganfeng high-specific energy solid-state battery vehicles jointly developed by Dongfeng Motor and Ganfeng were delivered, becoming the world’s first solid-state battery vehicle demonstration operation project. Ganfeng is steadily expanding its semi-solid battery capacity.

A few days ago, Ganfeng said on the interactive platform that it is expected that the company’s planned 2GWh first-generation solid-state battery (semi-solid) production capacity will be gradually released this year.

In February of this year, the Qingtao New Energy solid-state lithium battery industrialization project with a total investment of 5 billion RMB was launched. After the project is completed, it will reach an annual installed capacity of 10GWh, and the annual output value is expected to increase by 10 billion RMB after reaching production.

In addition, SAIC also announced this year that the long-range solid-state power battery with a long life of more than 1,000 kilometers developed in cooperation with Qingtao Energy will be the first to be applied in new models of SAIC’s own brand in 2023.

Weilan New Energy said that it is cooperating with NIO and plans to launch a solid-liquid hybrid electrolyte battery with a range of 1,000 kilometers on a single charge based on the ET7 model. The battery pack reaches 150 kWh and has an energy density of 360Wh/kg. This semi-solid battery is expected to start mass production at the end of this year or the first half of next year.

In May, Gotion Hi-Tech stated that the semi-solid-state battery developed by their company with a single energy density of up to 360Wh/kg and a system energy density of 260Wh/kg will be available in the first half of next year. It can pass the needle punch test or the hot box test at 150°C.

Gotion Hi-Tech’s semi-solid battery with an energy density of 360Wh/kg is developed through material and process innovation, the surface of positive electrode material particles is coated with solid electrolyte, the negative electrode uses silicon negative electrode, and a new type of high-safety functional diaphragm and high-safety liquid electrolyte are used.

SES Holdings has released a hybrid lithium metal battery – Apollo. It is reported that SES is building a super factory in Shanghai, which is planned to be completed in 2023, and the production capacity will reach 1GWh after completion.

In addition, recently Farasis said that they have achieved mass production of semi-solid batteries in September this year. At present, Farasis is mainly improved in terms of safety. The reason why the liquid battery needs to be improved is because the reactivity of the organic electrolyte is very high, and a large amount of gas is generated after a fire. But there is currently no real technical capability to achieve solid electrolytes.

The market space potential of semi-solid-state batteries can be expected

With the large-scale application of new energy vehicles in the world, the market’s requirements for the performance of new energy vehicles continue to increase, and the demand for high-performance power battery lithium battery materials continues to grow.

Semi-solid-state batteries are recognized as the next-generation power battery technology due to their technical and cost feasibility. Compared with traditional liquid batteries, semi-solid lithium batteries have the advantages of higher safety, higher energy density, longer battery life, wider application fields, and faster charging speed. The market has a huge future market space.

According to forecasts, the world’s demand for semi-solid batteries is expected to reach 44.2GWh and 494.9GWh in 2025 and 2030, respectively. In the future, the world’s solid state battery shipments will grow rapidly, and the market space is expected to reach more than 150 billion RMB by 2030.

Based on semi-solid and solid-state batteries, the prospects are very broad. At present, both traditional battery companies and new technology companies are increasing their layout. Traditional battery companies including CATL, Samsung SDI, LG New Energy, EVE, Gotion Hi-Tech, SVOLT, Farasis, Sunwoda, JEVE, BYD, etc. are conducting research and development of semi-solid and solid-state battery technologies.

And new forces such as Propower Technology, Zhejiang Fengli, Qingtao Energy, SES, and QuantumScape directly cut in from semi-solid and solid-state routes.

Summary

As the next-generation power battery technology after 2025, solid-state batteries are now the focus of all car companies and battery companies in the world. According to the data, more than 30 companies in the world have deployed related technologies and production lines. However, semi-solid batteries are the challenge that every manufacturer faces.

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