As the biggest bottleneck of electric vehicles, batteries have always been the biggest factor in determining the performance of electric vehicles, and batteries with high energy density and fast charging are the key to helping the electric vehicle industry take off. Recently, there has been big news about solid-state batteries used in electric vehicles.

　  On December 8, 2020, Quantum Scape, a startup company supported by Volkswagen and Bill Gates, announced its latest solid-state battery amazing performance data. Data shows that it can increase the range of electric vehicles by 80%, and can charge up to 80% of the power in 15 minutes (usually lithium-ion batteries take 40 minutes or more). When mounted on a vehicle with a cruising range of 300 miles or higher, the normal service life will reach about 12 years. At the same time, tests showed that the battery did not deteriorate after 800 cycles, which is equivalent to a driving range of 240,000 miles (380,000 kilometers).

　　 What surprised the industry is not only its excellent charging speed, but also its super high energy density. The volumetric energy density of the battery exceeds 1,000 watt-hours per liter, which is almost twice the density of the top commercial lithium-ion battery pack and four times the current Tesla Model 3 battery. In terms of weight, it can provide 380 to 500 watt-hours/kg of energy. In contrast, current Tesla batteries can provide approximately 260 watt-hours/kg.

　　Quantum Scape said that the battery will be put into production in 2024. According to reports, its solid-state batteries can even power electric aircraft.

　　Solid-state batteries are considered to be the commanding heights of the next generation of lithium battery technology. Compared with traditional lithium batteries, they have a significant lead in indicators such as energy density, charging speed, life span, scope of application, and safety. As the 30th year of the industrialization of lithium-ion batteries, some people in the industry believe that battery technology will also enter a new cycle of change in 2020, and solid-state batteries are very likely to be this new cycle.

　　 Stimulated by the good news, the company's share price surged 31.08% the day before yesterday, and continued to surge in after-hours trading. The company's stock price went up all the way before the market overnight, hitting a high of $87.5 per share in the intraday session, with a maximum increase of more than 50%, closing up nearly 30%, and a rise of 429% in the past month.

　　Quantum Scape is a company established by former Stanford University researchers in San Jose, USA in 2010. It has received investments from Volkswagen, Continental Tire, SAIC and other companies. In June of this year, Volkswagen invested an additional US$200 million in Quantum Scape to help it build a solid-state battery production line by 2025. Volkswagen may become the first OEM customer of Quantum Scape's solid-state batteries.

Although it is less than 4 months after the listing, Quantum Scape is loved by many investors. Before the listing, it raised US$380 million from Volkswagen and obtained it from technology investors such as Bill Gates, Breakthrough Energy Ventures, Khosla Ventures, KPCB, etc. Additional funds.

　　 As the battery technology for the next generation of electric vehicles, the market for solid-state batteries is very large. According to the calculations of Bank of China International, the global demand for solid-state lithium batteries is expected to reach 1.7GWh, 44.2GWh, and 494.9GWh in 2020, 2025, and 2030, respectively. The global solid-state battery market space is expected to reach more than 150 billion yuan in 2030.

　　 At present, mainstream OEMs and battery companies around the world are actively deploying solid-state batteries. International car companies such as Volkswagen, BMW, Toyota, Nissan Renault, and General Motors are accelerating the development and industrialization of solid-state batteries. According to the latest media reports, Toyota will be equipped with cars selling all-solid-state batteries in the next few years.

Although my country started late in this field, companies and research institutes including CATL, BYD, Huineng Technology, Jiawei New Energy, Ganfeng Lithium, and Hengdian Dongmag are all actively engaged in the research and development of solid-state batteries. .

Guoxuan Hi-Tech announced the timetable for solid-state batteries, stating that it will introduce related technologies within two years, and start iterative upgrades of solid-state battery technology in 2022 to produce high-safety solid-state batteries; after 2025, the energy density will exceed 800Wh/L and more than 400Wh/kg. , All-solid-state battery with 800 cycles.

At the end of 2019, Dangsheng Technology stated that the company's solid-state lithium battery materials have sent samples to many customers at home and abroad, and the product performance has been widely recognized. It is currently conducting follow-up research and development based on customer feedback and needs. The company's solid-state lithium battery material production time needs to be determined according to the product development progress and market demand conditions.

Shanshan said in 2018 that the company will start research and development of all-solid-state battery lithium cobalt oxide cathode materials, and gradually carry out a comprehensive layout of all-solid-state battery materials; at the same time, it also focuses on the research and development of semi-solid and all-solid battery electrolytes.

Jiawei Xinneng said that the company’s solid-state battery-like process system can be applied to mobile phones, but the company currently produces larger power batteries, which are not used in the mobile phone field; the company’s solid-state lithium batteries have a higher energy density Liquid batteries of the same material and quality are higher.