All-Solid-State Battery Industrialization Enters Acceleration Phase: Core Advantages, Industrial Chain Opportunities, and Key Challenges
Recently, China's first high-capacity all-solid-state battery production line, constructed by GAC Group, has been officially completed and commenced small-batch test production. This breakthrough marks the transition of all-solid-state batteries—once regarded as a "laboratory concept"—into a new phase of industrial application. For the electronic components industry, this technological innovation not only signifies the iteration of batteries themselves but also will trigger in-depth transformations across the entire industrial chain, from materials and equipment to upstream and downstream applications, bringing a new wave of development opportunities to the industry.
Core Advantages and Prospects of All-Solid-State Batteries
Compared with traditional lithium-ion batteries, the core advantage of all-solid-state batteries lies in their entirely solid-state composition without any liquid electrolytes. This fundamental transformation stems from two key technological innovations:
- Anode Manufacturing: A new dry-process integrates three traditionally independent steps—slurry processing, coating, and calendering—into a streamlined workflow, significantly reducing energy consumption and improving production efficiency.
- Electrolyte Technology: The production line abandons conventional liquid electrolytes in favor of independently developed solid electrolyte materials, which can withstand temperatures exceeding 300-400°C—far surpassing the 100°C+ limit of liquid electrolytes—thus achieving a fundamental improvement in battery safety.
From the perspective of the electronic components industry, the completion of all-solid-state battery production lines will first drive a surge in demand for solid electrolyte materials. As the core material of all-solid-state batteries, the performance of solid electrolytes directly determines battery energy density and safety. Domestic enterprises have already achieved breakthroughs in independent R&D, successfully replacing traditional liquid electrolytes. With the commissioning and mass production of production lines, demand for solid electrolytes will grow rapidly, benefiting related material R&D and production enterprises through industrial scale expansion.
Upstream in the industrial chain, all-solid-state batteries impose higher requirements on raw materials such as electrode materials and copper foil (e.g., high areal capacity electrode materials and ultra-thin copper foil). Some enterprises have already achieved mass supply of key raw materials for solid-state batteries. As production capacity is released, upstream raw material manufacturers will face a market environment of rising volume and prices, with industrial chain synergy effects gradually emerging.
Opportunities and Challenges in the Industrial Chain
The battery manufacturing equipment sector is also embracing new industrial opportunities. Due to the significant differences in production processes between all-solid-state batteries and traditional liquid batteries, new technologies such as dry-process anodes have driven a comprehensive upgrade of production equipment, creating a demand for modification or replacement of existing wet-process equipment. Equipment manufacturers with technological reserves and capacity layout in specialized equipment fields—such as dry-process electrode preparation and solid electrolyte coating—will witness expanded market demand and broad growth prospects.
For example:
- Laser welding and cleaning equipment provider Lanying Laser has already captured this trend, with its product portfolio covering laser welding, cleaning, and gluing equipment. It has secured hundreds of millions of yuan in orders for semi-solid-state battery equipment and began receiving orders for all-solid-state battery equipment last year.
- Leading Intelligent, the world's only supplier of full-process solid-state battery equipment, reported a 210% year-on-year surge in solid-state equipment revenue in Q1 2025, demonstrating strong growth momentum. This fully indicates that the construction of all-solid-state battery production lines is injecting robust impetus into the electronic equipment manufacturing sector.
Despite broad prospects, the industrialization of all-solid-state batteries still faces numerous challenges. Wan Gang, Chairman of the China Association for Science and Technology, stated in a recent speech that while all-solid-state batteries have entered the phase of gigawatt-scale pilot line construction, industrialization is hindered by three key bottlenecks:
- Material Innovation: Sulfide electrolytes react easily with air, oxide electrolytes suffer from high interface impedance, and polymer electrolytes have low energy density—there is currently no "all-round material" that addresses all issues.
- Process Breakthroughs: The yield rate of key processes such as dry-process electrode coating uniformity and solid electrolyte film density remains below 30%.
- Cost Dilemma: Current production costs of all-solid-state batteries are 3-5 times higher than those of liquid batteries, requiring cost reduction through large-scale production and supply chain restructuring.
These challenges precisely point the way for technological innovation in the electronic components industry, with substantial R&D potential waiting to be tapped in areas such as material formulation, process control, and cost optimization.
Clear Industrialization Timeline
With a clear industrialization roadmap—small-batch vehicle-mounted testing to start in 2026, and gradual mass production to be achieved between 2027 and 2030—the commercialization of all-solid-state batteries has become irreversible.
In terms of application scenarios, all-solid-state batteries will first be deployed in high-end new energy vehicles, eVTOL (electric vertical takeoff and landing) aircraft, energy storage, and consumer electronics. Particularly in the eVTOL sector, where requirements for battery energy density and safety are extremely high, all-solid-state batteries are expected to take the lead in achieving large-scale mass production.
For the electronic components industry, this trillion-yuan market track is accelerating its opening. Leading enterprises that have proactively laid out in core technology sectors have already gained a first-mover advantage, as an industrial transformation wave driven by all-solid-state batteries sweeps across the industry.
