Chinese Auto Giants BYD and SAIC Motor Target 2027 Launch for All-Solid-State Battery EVs

KR Asia China

Overview

Chinese automotive leaders SAIC Motor and BYD are aiming to launch electric vehicles (EVs) equipped with all-solid-state batteries (ASSBs) by 2027. SAIC, collaborating with battery startup Qingtao Energy, is developing the ‘Guangqi’ ASSB EV prototype, targeting over 1,000 km range while eliminating thermal runaway risks. BYD initiated ASSB R&D in 2013 and eyes mass production by 2030. While semi-solid-state batteries can utilize approximately 80% of existing production lines, ASSBs necessitate new lines, indicating a significant increase in initial investment as a key challenge.

In Depth

Key Findings

Chinese automotive giants SAIC Motor and BYD have set ambitious targets to introduce electric vehicles (EVs) powered by all-solid-state batteries (ASSBs) to the market by 2027. This move signals both companies’ intent to lead the global EV market in the commercialization of next-generation battery technology.

Technical & Clinical Details

• SAIC Motor is collaborating with battery startup Qingtao Energy to develop an ASSB-equipped EV prototype dubbed ‘Guangqi.’ This prototype aims to achieve a driving range exceeding 1,000 km while significantly enhancing safety by completely eliminating the risk of thermal runaway.
• SAIC’s MG brand has already integrated semi-solid-state batteries, with liquid electrolyte content reduced to 5%, into its MG4 EV lineup. These semi-solid batteries deliver a range of 530 km and stable low-temperature performance, serving as a crucial transitional step toward full solid-state technology.
• BYD initiated its research and development into all-solid-state batteries back in 2013 and is accelerating its technological advancements with a goal for large-scale production by 2030.
• A significant challenge highlighted is the substantial initial investment required for ASSB manufacturing, as it necessitates entirely new production lines, unlike semi-solid-state batteries which can leverage approximately 80% of existing facilities.

Background & Context

All-solid-state batteries are anticipated to be a transformative next-generation battery technology, surpassing current lithium-ion batteries in terms of energy density, safety, fast-charging capabilities, and longevity. This advancement promises to dramatically improve EV performance, effectively addressing range anxiety and charging time concerns. The Chinese government is actively promoting the development and adoption of new energy vehicles (NEVs) as a national strategy, making innovation in battery technology directly linked to strengthening the competitiveness of domestic automakers.

Strategic Significance & Outlook

The 2027 targets set by SAIC Motor and BYD suggest that the commercialization of all-solid-state batteries is rapidly approaching. SAIC’s ‘Guangqi’ prototype, with its high range and safety objectives, could set a new benchmark in the EV market. However, the substantial upfront investment required for ASSB manufacturing underscores the necessity for continuous advancements in cost reduction and production efficiency alongside technological progress. Both companies’ efforts are expected to play a crucial role in China’s bid to lead the global EV and battery technology sectors. Semi-solid-state batteries are serving as an important validation stage in this technological transition, paving the way for the ultimate widespread adoption of all-solid-state solutions.