SSB: Adoption in the Electric Vehicle Sector

Electric vehicles (EVs) equipped with solid-state batteries represent a significant advancement in automotive technology, offering several advantages over traditional lithium-ion batteries.

SSB: Overview

Solid-state batteries utilize a solid electrolyte instead of the liquid or gel electrolytes found in conventional batteries.

SSB: Anode Insight

The global anode materials market was valued at USD 2.06 billion in 2023 and is projected to grow at a CAGR of 8.9% from 2024 to 2030.

SSB: United States

North American companies are mostly former start-ups founded in the early 2010s.

• Sole focus on solid-state batteries allows deeper exploration of the technology.
• QuantumScape, valued at several billion dollars, has the capital to accelerate development.

SSB: China

The Chinese battery market is dominated by established players like CATL, with multi-billion valuations and field experiences.

• CATL announced a "Condensed Battery" with 500 Wh/kg in 2023.
• Companies can afford to publish little or no few information about development.

EV: Road Presence

Stellantis to Test Solid-State Batteries with Dodge Charger Daytona EVs.

Case Study: Honda's research on an all-solid-state battery

The next-generation batteries that will change EVs toward a carbon-neutral society.

ASSB: Case

 

Honda aims for carbon neutrality in all products and activities by 2050, focusing on eliminating CO2 emissions from mobility products.

• EVs are central to Honda's carbon neutrality goal, but challenges like range and price persist.
• Honda is advancing battery performance with a focus on all-solid-state batteries.
• The goal is to mass-produce all-solid-state batteries for affordable, high-performance EVs.

Basic Info: A battery generates electricity between two electrodes

A battery stores and uses electricity by charging and discharging.

Charge State:

• When charging a battery, oxidation at the cathode releases lithium ions and electrons.
• The ions travel through the electrolyte, and electrons flow through the circuit to the anode.

Discharge State:

• When discharging a battery, oxidation at the anode releases lithium ions and electrons.
• The ions move through the electrolyte to the cathode, while electrons flow through the external circuit.

Safer, Higher Capacity, and Better Performance with Solid Electrolytes

Chemical Stability: More chemically stable than liquid ones. Leak-proof: Eliminate the risk of electrolyte leakage. Built-in Separator: Acts as an separator, preventing short circuits. Heat-resistant: Can operate at any given higher temperatures.

ASSB: Key Features

High Energy Density: A greater degree of freedom in a battery structure and production processes.

Stable Chemical Reaction: With high thermal stability of the electrolyte, battery can operate even at high temperatures.

High Ionic Conductivity: The battery can be either charged to 80-90% in just a few minutes and offer high responsive output.

Honda Unveils Demonstration Production Line for All-Solid-State Batteries in Japan

The facility is equipped to verify each production process, including weighing and mixing of electrode materials, coating and roll pressing of electrode assemblies, cell formation, and module assembly.

Blue Print on Production of ASSB

• Location: Sakura City, Tochigi Prefecture, Japan
• Lot size: Approximately 12,900 m² (139,000 ft²)
• Floor area: Approximately 27,400 m² (295,000 ft²)
• Investment: Approximately 43 Billion Yen

Competitor Product Analysis

Breakdown: Analysis of OEMs and Products in Solid-State Batteries

A competitor analysis for solid-state batteries would involve evaluating key factors across different companies and their products in the solid-state battery market. Additionally, understanding their partnerships, intellectual property, and regulatory compliance would provide insights into their market positioning and future growth potential.

Product Overview

SSB: Battery Cell Technology

Battery cell technology focuses on developing more efficient, high-capacity cells that offer faster charging, longer lifespans, and improved safety. Innovations like solid-state Batteries which are pushing the boundaries of energy storage for various industries.

QSE-5 B Sample

QSE-5 B Product Spec:

• Measured Cell Energy (C/5, 25°C): 21.6Wh
• Mass: 71.8 g
• Nominal Voltage: 3.85 V
• Cathode Loading: 6.2 mah/cm²
• Operating Pressure: <3.4 atm

Performance Metrics:

• 844 Wh/L
• 301 Wh/Kg
• <15-min fast charge

Life: Extends useful lifetime by eliminating capacity loss at anode interface.

Safety: Eliminates organic separator and replaces with a solid-state separator that is nonflammable.

Cost: Lowers cost by eliminating anode host material and manufacturing costs.

All-Solid-State Batteries: Silicon EV Cell

Properties: 390 Wh/Kg, 930 Wh/L, 1,000+ Cycle life

Overview:

High Content Silicon Anode: High charge rates & lower temperatures

Sulfide Solid Electrolyte: Solid Power's proprietary sulfide based solid electrolytes.

NMC Cathode: Industry Standards and Commercially mature.

*Cell Performance metrics are initial Commercialization design target.

Solid Power's all-solid-state battery cell technology is expected to provide key improvements over today's conventional liquid-based lithium-ion technology and next-gen hybrid cells.

High Energy: By allowing the use of higher capacity electrodes like high-content silicon and lithium metal.

Safer: By removing the reactive and volatile liquid and gel components.

Longer Life: As a result of withstanding and performing in extremely hot temperatures.

Cost Savings: We expect a 15-35% cost advantage over existing lithium-ion at the pack level.