Key Findings
The SMM H1 2026 review highlights a significant advancement in solid-state battery technology development: the official issuance by the Chinese government of the ‘National Standard (GB/T) for Terminology and Classification of Solid-State Batteries for EVs.’ This new standard rigorously defines ‘all-solid-state batteries’ as containing less than 0.5% liquid electrolyte, prohibiting ambiguous terms like ‘semi-solid’ or ‘quasi-solid’ in the market. The objective is to enhance technological transparency and market integrity within the industry.
Technical Details
The review indicates that major battery manufacturers and automotive OEMs worldwide are accelerating the establishment of pilot production lines and evaluation processes for solid-state batteries. Leading entities include Samsung SDI, BMW, QuantumScape, Solid Power, LG Energy Solution, SK On, Toyota, and Nissan. Within China, substantial progress is noted in the pilot production of both semi-solid and solid-state batteries. Notably, semi-solid batteries are projected to achieve mass production scale by 2027, reaching cost competitiveness comparable to existing liquid lithium-ion batteries. This represents a crucial technological and commercial milestone preceding the full-scale transition to all-solid-state batteries.
Background & Context
Solid-state batteries are considered key to the EV revolution, promising superior energy density, safety, and extended cycle life compared to conventional lithium-ion batteries. The Chinese government’s enactment of a national standard aims to prevent consumer confusion and elevate overall industry quality standards by providing clear technical definitions. This move also reflects China’s strategic intent to establish global leadership in this domain. The early commercialization of semi-solid batteries is positioned as a practical approach to achieve incremental EV performance improvements without waiting for the full implementation of all-solid-state technology, which faces more complex technical hurdles.
Strategic Significance & Outlook
China’s new national standard is expected to profoundly influence the development of the solid-state battery market, enabling companies to proceed with R&D based on clearer technical objectives and regulatory requirements. The anticipated mass production and cost competitiveness of semi-solid batteries by 2027 could further boost EV market expansion and accelerate the adoption of high-performance batteries. In the long term, these developments are expected to pave the way for the full commercialization of solid-state batteries, contributing to the evolution of energy storage technologies as a whole. China’s standardization and commercialization efforts in this sector are likely to encourage similar trends in other countries within the global battery technology race.
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