Global Solid-State Battery Shipments Hit 8.0 GWh in 2025, Up 51.9% YoY

EVTank, together with the EV Economics Research Institute, released the China Solid-State Battery Industry Development White Paper 2026 on July 31.

The report showed global solid-state battery shipments reached 8.0GWh in 2025, up 51.9% year on year. Hybrid solid-liquid batteries have moved from laboratory samples into large-scale commercial production, marking the industry’s entry into a key phase of mass deployment.

Compared with conventional liquid lithium-ion batteries, solid-state batteries replace part or all of the liquid electrolyte with solid electrolytes. The technology offers higher safety levels, with further potential for increased energy density, making it a key next-generation battery route.

Currently, all solid-state batteries achieving commercial-scale shipments globally use hybrid solid-liquid technology. Applications have expanded across multiple fields, including EV power batteries, energy storage and low-altitude economy.

Backed by China’s complete supply chain ecosystem, rapid vehicle deployment pace and manufacturing advantages, the country continues to strengthen its global lead in solid-state battery development.

By shipment volume, WeLion and Qingtao lead the market, jointly accounting for nearly half of total market share. ProLogium, Sunwoda, CATL, Ganfeng LiEnergy and TALENT follow closely, forming a two-top plus tier-one players competitive landscape.

WeLion focuses mainly on EV power batteries and maintains a long-term partnership with NIO. Its 150kWh semi-solid battery pack has already been installed in NIO vehicles with mass deliveries completed, becoming one of the most closely watched semi-solid battery solutions currently available.

NIO is also accelerating in-house battery development. The company plans to begin construction of a new battery research center in Shanghai’s Jiading district in the second half of 2026.

Qingtao has built a deep partnership with SAIC Group. Its semi-solid battery has been installed in the SAIC MG4. As MG4 sales continue to rise in China and overseas markets, Qingtao has rapidly expanded shipments, becoming one of the key contributors to solid-state battery market growth.

Despite rising momentum in solid-state batteries, China’s power battery market remains dominated by lithium iron phosphate (LFP) and ternary lithium batteries.

Data from the China Automotive Power Battery Industry Innovation Alliance showed LFP battery installations reached 63.7GWh in June 2026, accounting for 83.3% of total installations, maintaining overwhelming market dominance. Ternary lithium battery installations reached 12.7GWh, representing 16.5% of the market.

In the first half of 2026, China’s power battery installations totaled 335.6GWh, up 12.0% year on year. LFP batteries accounted for 272.0GWh, while ternary lithium batteries reached 63.4GWh.

On the policy front, China’s battery industry is shifting from broad-based support toward targeted guidance, with emerging battery technologies receiving continued policy support.

On July 17, China’s Ministry of Finance, General Administration of Customs and State Taxation Administration jointly issued a notice adjusting consumption tax policies for certain battery products. Starting September 1, 2026, mature products such as lithium-ion batteries will face a 2% consumption tax rate, rising to 4% from 2027.

Meanwhile, emerging technologies including sodium-ion batteries, solid-state batteries and fuel cells will remain exempt from consumption tax between September 1, 2026 and December 31, 2028.

As technology maturity improves and policy support expands, Chinese automakers and battery suppliers are accelerating solid-state battery development, pushing forward both R&D and commercialization timelines.

Dongfeng Motor recently announced its latest solid-state battery roadmap. The company plans to launch 100 demonstration vehicles equipped with solid-state batteries by the end of 2026, targeting deliveries of 50K self-developed solid-state battery vehicles by 2027.

GAC Group has completed a pilot production line for large-capacity all-solid-state batteries, with plans to begin validation on Hyptec models in 2026. FAW Hongqi, together with partners, completed a prototype vehicle equipped with an all-solid-state battery pack in January, targeting mass production installation by the end of 2027.

EVTank forecasts global solid-state battery shipments will reach 607.2GWh by 2030, representing a compound annual growth rate of more than 130%. All-solid-state batteries are expected to account for nearly 20% of total shipments, becoming a major growth driver for the industry.

The sector is now following a clear development timeline: 2026 will focus on production line construction and product validation; 2027 will center on vehicle integration and demonstration operations; around 2030, the industry is expected to enter large-scale commercial competition.