What China is leading the energy and mobility transition What we are witnessing does not take anyone by surprise at this point. However, not all fish are sold, and in energy storage we are going to witness a significant evolution with the arrival of solid state batteriesa type of battery that we have been talking about for years.
Just like they count From CarNewsChina, the country dominates the volume of research and records on solid-state batteries, but be careful because that leadership on paper does not guarantee winning the commercial race. And it is that a new analysis of the Xinhua agency recognizes that the United States, Europe, Japan and South Korea are moving forward with more industrial coordination and better international deployment of patents, just when the technology enters a decisive phase for its commercialization.
Why it matters. Solid-state batteries are considered the next big leap from current lithium-ion batteries. These promise more energy density, faster charges, greater security and longer lifespan. They not only affect the electric car, but also humanoid robotseVTOL (vertical take-off aircraft), consumer electronics and stationary storage. Basically, whoever controls the technology and, above all, its manufacturing at scale, will set the pace of mobility and energy in the next decade.
Patent war. China accounts for around 35% of the world market for solid-state patents and 39% of those related to electrolytes, the largest global share, according to share from CarNewsChina. Scientific publications have gone from 21 articles in 2015 to 562 in 2023, with institutions such as the Chinese Academy of Sciences or Tsinghua University leading advances in the engineering of the solid-solid interface, which for years has been one of the great bottlenecks. On the other hand, Japan continues to be the leading technological source with about 37% of global requests, compared to 30% from China.
Japan is ahead. The problem in China is not quantity, but the concentration and quality of your strategy. Among the 30 most relevant institutions in the world in solid state and electrolyte patents, 17 are Japanese7 Chinese, 5 South Korean and only 1 European. The top ten positions are entirely Japanese or Korean. Toyota, alone, accumulates around 40% of all intellectual property in the sector.
Added to this is a structural weakness, since Chinese companies register many fewer international patents than their Japanese and South Korean rivals, who shield their technology in the United States, Europe, India and Southeast Asia.
The companies that move the board. CATL, BYD and SVOLT are leading the latest phase of this technology. And only in 2023 will Chinese companies filed more than 500 patent applications. Gotion High-tech The design of a 2 GWh line for totally solid batteries has already been finalized and another 0.2 GWh pilot line is operating with tests on vehicles. Ganfeng Lithium, backed by Changan, claims to have reached 1,100 cycles in a 400 Wh/kg cell and aims for 500 Wh/kg in production.
On the other hand, Chinese researchers have also shown a prototype of 451.5 Wh/kg capable of charging in three minutes. CATL, for its part, is patenting lithium compounds with fluorine and sulfur electrolytes to improve fast charging and thermal stability.
Deadlines. own report Xinhua places the start of production in small series around 2027 and broader commercialization around 2030. The industry continues to work in parallel on three electrolyte routes (sulfide, oxide and polymer) without any having won yet. Furthermore, according to the media, there are still challenges to overcome, including the formation of lithium dendrites, ionic transport mechanisms, solid-solid interface engineering or cell failure modes.
And now what. China is preparing to industrialize what it currently masters in the laboratory. And its first national standard on solid state batteries (“Terms and Classification”) is under public consultation and proposes to differentiate between liquid, solid-liquid hybrid and totally solid cells. For now, the country dominates in terms of volume of papers and research, but it is clear that real dominance will come from manufacturers who first resolve large-scale production, cost, durability and safety.
And let’s be honest, China has an advantage, especially with CATL and BYD controlling much of the world’s battery sharebut in the field of solid-state batteries there is still play.
Cover image | Michael Fousert
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