Entering the fourth quarter of 2026, solid-state battery industrialization is clearly accelerating. Semi-solid packs have already been commercialized, with NIO, SAIC, Chery, Dongfeng, GAC and IM Motors advancing installation or validation, and some models reaching 800 to 1,000 km of range. Full solid-state remains at pilot and small-batch pre-launch: CATL's sulfide route exceeds 500 Wh/kg with small-batch targeted for 2027, BYD's Bishan 20 GWh line aims for demonstration installation around 2027, and Guoxuan's "Jinshi" pilot line is built.
The materials chain is landing orders: Senior Technology's solid-liquid hybrid electrolyte membrane has shipped over 100 million square meters and is installed in vehicles, and its European unit signed a 2027-2034 diaphragm supply agreement with Volkswagen; Easpring's all-solid cathode has cumulative shipments of 50 tons with double-phase composite cathode at monthly hundred-ton scale.
Analysts note semi-solid enters first by reusing lines at only about 10% to 25% extra cost, while full solid-state still faces solid-solid interface and lithium-dendrite hurdles. Equipment and materials orders precede cells, making them the most certain link.
Source: Cheyan / International Online Auto
