A feasible way towards safer, better-performing batteries?
Conventional Li-ion battery technologies, based on flammable liquid electrolytes, are continuously improving. However, faster progress towards greater safety, higher performance, and better cost reduction is desired. A next-generation battery technology like solid-state battery, which uses solid electrodes and solid electrolytes, could potentially satisfy these objectives.
More information on : https://www.i-micronews.com/batteries-energy-mgmt/product/solid-state-battery.html
25. Conventional Li-ion battery technologies, based
on flammable liquid electrolytes, are continuously
improving. However, faster progress towards
greater safety, higher performance, and better
cost reduction is desired. A next-generation
battery technology like solid-state battery, which
uses solid electrodes and solid electrolytes, could
potentially satisfy these objectives.
The main drivers for solid-state battery
development are safety (especially in space,
aerospace, and automotive applications, as well
as some consumer applications), added-value
differentiation (especially for EV/HEV), and the
increasing difficulties faced by conventional Li-
ion cell technology in further increasing battery
energy density without compromising safety.
Solid-state battery’s commercialization and
market growth will depend on its added-value
differentiation gap compared to conventional Li-
ion batteries, which differs for each application
analyzed in this report: EV/HEV, space, aerospace,
and consumer electronics.
SOLID-STATE BATTERY
Market & Technology report - June 2018
SOLID-STATE BATTERY - DRIVERS AND APPLICATIONS
A feasible way towards safer, better-performing batteries?
KEY FEATURES
• 2018 - 2025 market forecast in
MWh for solid-state lithium-ion
batteries, along with applications
roadmap
• Overview of solid-state battery’s
main applications, Li-ion battery’s
current positioning, and solid-state
battery’s value proposition
• Analysis of solid-state battery’s
main advantages, as well as the
remaining key challenges for solid-
state battery commercialization
• Proposal of different approaches
for solid-state battery’s’
commercial introduction
• Solid-state battery supply chain
analysis
(Yole Développement, June 2018)
-
Now
(2018)
Soon
RD
EV/HEV
Aerospace
Space
Consumer
electronics
Space
EV/HEV
Commercialization start
Mid-term Long-term
Pre-commercialization
WHY IS SOLID-STATE BATTERY DEVELOPMENT ACCELERATING?
Solid-state battery is not a new technology - in
fact, the first research activities date to the
late 1950s. Solid-state battery technology has
found applications in the form of microbatteries
as a micro-power source for sensors, etc. (not
analyzed in this report). Unfortunately, the
materials and manufacturing methods used for
microbattery’s fabrication are extremely difficult
to translate into bulk-size battery manufacture on
a cost-effective basis.
Today, there is no commercially-available bulk
solid-state battery (not including the polymer-
based solid-state batteries from Bolloré Group,
which must be heated to 60 - 80°C). Over the
last several years, numerous different players have
made announcements regarding the readiness of
prototype cells and expected commercialization
starts, only to see these ultimately be cancelled or
postponed. And despite decades of development,
many technology challenges remain unsolved, as
shown in this report. So why do we see such a
strong, growing interest in solid-state battery
development and commercialization? What are
the key drivers here?
According to Yole Développement’s analysis,
the main cause of this momentum is the strong
application-pull of game-changing battery
industry players: the EV/HEV makers. Established
automotive players (Toyota, Volkswagen BMW,
etc.) and newcomers (i.e. Dyson, Fisker) plan to
commercialize EV/HEV with a battery that will be
safer, lighter, and longer-running than conventional
Li-ion battery. A growing number of players involved
in solid-state battery development is another reason
for increased momentum, as are a variety of newly-
established solid-state battery consortiums.
Numerous industry players (23 companies in
the Japanese Libtec consortium alone!) and RD
players from different areas are combining their
efforts, each bringing a piece of technology know-
how. Indeed, sharing know-how from four main
technology areas is crucial for bringing solid-state
battery to commercialization. Also, large coverage
Solid-state battery applications roadmap
26. SOLID-STATE BATTERY
WHO MAKESWHAT IN SOLID-STATE BATTERY TECHNOLOGY DEVELOPMENT?
Regarding solid-state battery technology development,
there are many technology bricks involved, including
electrolyte material screening, ionic conductivity
enhancement, electrolyte/electrode interface stability,
lithium metal anode, separator coating, cell and pack
manufacturing methods, battery management system
(BMS), and battery pack design.
According to Yole Développement’s analysis, there are
more than 100 companies and RD players involved
in solid-state battery development. For an emerging
technology, it might be surprising to see that only
14 of 68 industrial companies identified are start-
up companies (Ionic Materials, NEI Corporation,
QuantumScape, etc.). These start-ups are positioned
mainly in electrolyte material screening and
development. RD activities are rapidly developing
within big companies, 54 of which have been identified
by Yole Développement. The main big companies
are car makers: Toyota, BMW, Volkswagen, Renault-
Nissan-Mitsubishi Alliance, and Hyundai. Toyota, with
a strong solid-state development history and 200+
engineers working on solid-state battery technology,
is considered a leader here.
Strong participation from EV/HEV makers is extremely
important for solid-state battery commercialization.
Besides huge market potential, they bring to solid-
state battery development know-how regarding EV/
HEV battery requirements, battery pack assembly,
testing, and qualification. And in fact, the simplification
of battery pack design and its components will improve
solid-state battery’s cost-competitiveness compared
to conventional Li-ion batteries.
Other players include conventional Li-ion battery
cell manufacturers (i.e. Samsung SDI, LG Chem,
of multiple topics by different players is important for
solid-state battery, enabling accelerated evaluation of
different technology approaches and concentration
on the most promising ones.
Four different player types - joined forces and shared knowledge to
overcome the challenges of solid-state battery commercialization
(Yole Développement, June 2018)
3-
RD
1.Technology
provider
2. Equipment
supplier
3. Cell
manufacturer
4.Automotive
OEM
• Cell design
• High-volume
manufacturing
• Process control
• High yield
• SSB IP freedom to
operate
• Pack design and
manufacturing
• Pack components choice
• Direct customer for SSB
• SSB IP freedom to
operate
• Equipment adapted
for SSB
• Manufacturing line
integration
• SSB IP freedom
to operate
• Electrolyte material
choice
• SSB IP freedom to
operate
SSB
IP: Intellectual property
Solid-state battery players* - split by type
(Yole Développement, June 2018)
Start-up:
14
RD:
40
108
Big company:
54
*Non-exhaustive list (including RD players)
27. MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
A123 Systems, Asahi Kasei, Blue Solutions, BMW, Bolloré, Bosch, BrightVolt, CATL, CEA, China
Dynamics, Continental, Delf University of Technology, Dongshi Kingpower Science and Technology
Ltd, Forge Nano, Fraunhofer ISC, GS Yuasa, Hitachi Zosen, Hydro Québec, Idemitsu Kosan, Ilika,
IMEC, Ionic Materials, Johnson Battery Technologies, Japan Aerospace Exploration Agency (JAXA),
Kalptree, Kuraray, LG Chem, Manz, NEI Corporation, Nissan, Panasonic, Pathion, PSA Peugot Citroën,
Quantumscape, Renault, Saft, Samsung SDI, Sakti3, Siemens, Solid Energy, Solid Power, Solvay, Tokyo
Institute of Technology, Toray, Toshiba, Toyota, Umicore, University of Bath, University of Münster,
University of Oxford, Volkswagen, and more.
Report objectives 6
Companies cited in this report 7
List of abbreviations 8
Executive summary 9
Noteworthy news 35
Introduction 38
Three main axes of innovation in batteries
Two ways for battery cell development to meet
market expectations
Solid-state battery 42
Solid-state battery, in a nutshell
Solid-state microbattery vs. bulk solid-state
battery
Why solid-state battery? 48
Solid-state battery as a the next-generation of
Li-ion batteries
Solid-state battery - main drivers
What does solid-state battery compete
with? - conventional Li-ion battery 51
Li-ion technologies and applications
Different LI-ion battery cells - comparative table
Comparative graph of energy density for
different Li-ion battery cells
Where are Li-ion battery’s limitations/weak
points?
Safety issues related to Li-ion batteries -
thermal runaway
How can advanced batteries compete with
lithium-ion technologies?
Solid-state battery - main advantages and
drawbacks
Applications and market forecast
for solid-state batteries 73
Applications
- Early adopters of solid-state batteries
- Solid-state battery attributes vs. application
requirements
EV/HEV
Space applications
Aerospace applications - main drivers
Consumer electronics
Yole’s solid-state battery application roadmap
2018 - 2025 solid-state battery forecast
Solid-state battery demand in 2025, split per
application
Yole’s forecast - hypothesis
How to make solid-state battery market-ready?
Why is solid-state battery development
accelerating?
Commercialization approaches for solid-state
battery in the EV/HEV market
Main solid-state battery challenges 114
Solid-state battery electrolyte materials 131
Manufacturing techniques 142
Solid-state battery - development 155
Solid-state battery - supply chain,
partnerships, and business approaches 163
Main RD players
Main industrial players
Solid-state battery - ranking of main patent
assignees
Solid-state battery IP dynamics - graph of patent
assignees per year
Solid-state battery - supply chain dynamics
Solid-state battery - recent investments
Solid-state battery - mergers acquisitions, exits
Why are players from across the battery supply
chain interested in solid-state battery?
Partnerships
Conclusion 192
Appendix - company profiles (20 companies
and RD institutions) 194
TABLE OF CONTENTS (complete content on i-Micronews.com)
OBJECTIVES OF THE REPORT
• Offer deep insight into the key drivers and value proposition of solid-state battery technologies,
compared to conventional Li-ion batteries
• Provide an analysis of the remaining challenges to bringing solid-state battery to commercialization
• Present the main applications and different approaches for solid-state battery commercialization
• Furnish a market forecast for solid-state battery
• Deliver an overview of different solid-state electrolyte materials and manufacturing methods for
solid-state battery cells
• Identify the solid-state battery supply chain’s main trends. Provide a detailed analysis of the supply
chain, including main RD and industrial players, partnerships, and business approaches.
AUTHOR
Dr. Milan Rosina is Senior Analyst,
Power Electronics Batteries, within
the Power Wireless division at Yole
Développement (Yole).
Milan has 20 years of scientific, industrial,
and managerial experience involving
equipment and process development, due
diligence, technology, and market surveys
in the fields of renewable energies, EV/
HEV, energy storage, batteries, power
electronics, thermal management, and
innovative materials and devices.
Milan received his PhD from National
Polytechnical Institute (Grenoble, France).
Prior to joining Yole, Dr. Rosina worked
for the Institute of Electrical Engineering
in Slovakia; Centrotherm in Germany;
Fraunhofer IWS in Germany; CEA LETI
in France; and utility company ENGIE in
France.
Find more
details about
this report here:
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A123 Systems), battery separator technology
solutions suppliers (Asahi Kasei), and materials
suppliers (Solvay, Umicore, etc.). According to
Yole Développement’s market forecast, mass
production of solid-state batteries will begin by
2022 and represent less than 1% of Li-ion battery
demand by 2025. This might explain the relative
low interest from equipment suppliers, which might
change later on when the building of large solid-
state battery manufacturing capacities commences.
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