A wave of Chinese automakers has published solid-state battery roadmaps, with 2027 emerging as the consensus "installation and validation year." BYD executive vice president Stella Li confirmed the company will launch its first mass-production model with a solid-state battery in 2027, using a sulfide route with 400 Wh/kg cells, a prototype CLTC range of 1,218 km and 88 vehicle-regulation tests passed. Chery aims for all-solid-state road validation in 2027 with a dedicated team surpassing 1,200 people and over 10 billion yuan in R&D; SAIC targets 2027 mass production above 400 Wh/kg.
CATL chief scientist Wu Kai reaffirmed a 2027 goal of TRL 7–8 and small-batch trial production, after its Yibin sulfide pilot line produced Ah-class samples at 500 Wh/kg. But CATL chairman Robin Zeng cautioned that full-solid-state is only at TRL 4 of 9, that "million-vehicle-scale installation before 2030 is unlikely," and pointed to a key process bottleneck: isostatic-pressing-induced layer misalignment at the copper/aluminum current collectors.
On the materials front, Weng's New Materials reported hundred-ton shipments of solid-state precursors, and Semcorp's rigid skeleton membrane entered mass production. A senior battery executive noted true large-scale commercialization still needs about five years, as "installation," "demonstration" and "mass production" in current disclosures correspond to very different industrialization stages.
Source: Blue Whale News / NetEase / TMT Post
