The @EU_Commission recently made public this product watch report on solid-state batteries for electric vehicles prepared by the @FraunhoferISI. It is an interesting document to get an overview of the value chain and main actors in R&D and industry. https://ati.ec.europa.eu/reports/product-watch/solid-state-lithium-ion-batteries-electric-vehicles
Roadmap predicts a market introduction of "simpler" polymer electrolyte SSBs (eg. BlueSolutions) by 2025, hybrid electrolytes (polymer + ceramic) in the 2030s, and eventually ceramic electrolytes (eg. QS and SP) in the later 2030s, with energy dens. of 350 Wh/kg and 800 Wh/L.
Still the report shows some cautiousness: it is far from clear if SSBs can be produced on large scale and outperform other emerging technologies. But the amount of players and investment involved in this technology is definitely a signal for optimism.
The market introduction of SSBs will require of a sophisticated value chain, which will involve current lithium-ion battery actors but will also offer many opportunities for outsiders and new players. R&D investment will play a key role in the development of every step.
The report identifies the main actors involved currently in the development of each step of the SSB value chain. It is very interesting to see who is who in this emerging industry and what are they focusing on. So let's go over this.
In the materials and components side, we find mostly companies like BASF, Umicore, Solvay and NEI Corporation that are well established in the lithium-ion battery market.
Contrarily, multiple new actors can be found in the cell and battery pack manufacturing side of the value chain: QuantumScape, SolidPower, ProLogium, etc. Also big Asian conglomerates like LG Chem, Panasonic and Toyota are betting on this technology.
Contrarily, multiple new actors can be found in the cell and battery pack manufacturing side of the value chain: QuantumScape, SolidPower, ProLogium, etc. Also big Asian conglomerates like LG Chem, Panasonic and Toyota are betting on this technology.
Contrarily, multiple new actors can be found in the cell and battery pack manufacturing side of the value chain: QuantumScape, SolidPower, ProLogium, etc. Also big Asian conglomerates like LG Chem, Panasonic and Toyota are betting on this technology.
On the OEM side, we find many Asian automakers like Toyota and Hyundai investing in SSBs but also traditional European automakers such as BMW, VW and Daimler seem to have high stakes in the development of SSBs.
On the OEM side, we find many Asian automakers like Toyota and Hyundai investing in SSBs but also traditional European automakers such as BMW, VW and Daimler seem to have high stakes in the development of SSBs.
On the OEM side, we find many Asian automakers like Toyota and Hyundai investing in SSBs but also traditional European automakers such as BMW, VW and Daimler seem to have high stakes in the development of SSBs.
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