固态电池因其相比传统锂离子电池的多项优势,正成为全球电池业的研发焦点。[1] 这种通过用固体材料替代液体电解质的新型电池,可实现更轻、更安全的设计,同时消除树突晶枝问题。[1] 固态电池还被认为"更安全、更能量密集,最终可能比现有电池更便宜"。[1]
CATL、比亚迪、LG和三星等全球主要电池制造商已投入大量资源进行技术研发。[1] 其中CATL在2024年有超过1000人从事固态电池研究。[1] 与此同时,美欧地区的电池初创企业也表现活跃,截至2025年累计融资已超40亿美元。[1]
不过,商业化进展仍存在制约。CATL主席将固态电池在技术就绪度等级中评为4/9,并表示其商业可行性"尚未确立"。[1] 传统锂离子电池中每克反应锂需要约70克支撑材料,这一数据显示了固态电池在材料效率方面的潜在突破口。[1]
Major battery manufacturers and startups worldwide are investing heavily in solid-state battery development, attracted by the technology's potential to overcome key limitations of conventional lithium-ion cells. Solid-state batteries replace liquid electrolytes with solid materials, enabling designs that are lighter, safer, and free from dendrite formation issues that plague current batteries [1]. According to proponents, this approach could ultimately deliver batteries that are "safer, more energy-dense, and potentially cheaper than existing ones" [1].
The race to bring this technology to market involves both established players and emerging companies. CATL, the world's largest battery manufacturer, had over 1,000 researchers dedicated to solid-state battery work in 2024 [1]. Other major manufacturers including BYD, LG, and Samsung are similarly pursuing the technology [1]. Meanwhile, early-stage ventures across North America and Europe have collectively raised more than $4 billion as of 2025 to advance solid-state battery commercialization [1].
Despite the substantial investment and technical progress, significant hurdles remain. CATL's chairman assessed solid-state batteries at a technology readiness level of 4 out of 9, noting that commercial viability has "not yet been established" [1]. The underlying challenge relates to material efficiency in current lithium-ion cells, where approximately 70 grams of supporting materials are required per gram of reactive lithium as of 2019 [1]. Solid-state technology aims to fundamentally improve this ratio, though realizing that promise at scale remains an open question for the industry.