Solid state battery life doubles, electronic component demand will face structural upgrades

Recently, Chinese scientists have successfully overcome the technical challenge of "solid solid interface contact" in all solid state lithium metal batteries, achieving a leapfrog upgrade in battery performance. Previously, a 100kg battery could support a maximum range of 500 kilometers, but now it is expected to break through the 1000 kilometer ceiling. This breakthrough will have a profound impact on the electronic components industry.

The research team from Institute of Physics, Chinese Academy of Sciences and other institutions solved the core problem of poor interface contact between solid electrolyte and lithium metal electrode. Researchers have developed "anion regulation technology" by introducing iodine ions into sulfide electrolytes. These ions automatically fill the tiny gaps at the interface between the electrode and electrolyte during battery operation, ensuring that the two remain tightly adhered. At the same time, the flexible electrolyte developed by the Institute of Metals of the Chinese Academy of Sciences can be bent more than 20000 times, significantly improving the durability of the battery, while improving the battery's storage capacity by 86%. The research team at Tsinghua University has transformed electrolytes with fluorinated polyether materials, utilizing the strong high-voltage resistance of fluorine to form a protective layer on the electrode surface, achieving a dual breakthrough in safety and endurance.

With the breakthrough of technological bottlenecks, the industrialization process of solid-state batteries has significantly accelerated. Dongfeng Motor has successfully developed a solid-state battery product with a capacity of 350Wh/kg, which has passed rigorous tests such as puncture, 50% extrusion deformation, and 150 ℃ high-temperature hot box. At present, Dongfeng Motor has built a 0.2GWh solid-state battery cell pilot line, and the first batch of 350Wh/kg solid-state batteries have been taken offline. The construction of the mass production line is being accelerated. Industry experts predict that 2026 will be the first year of the solid-state battery industry, and globally, companies such as Toyota have announced plans to launch the first vehicle equipped with mass-produced all solid state battery technology in 2027.

This technological breakthrough will bring new development opportunities to the electronic components industry. The significant increase in energy density of solid-state batteries places higher demands on battery management systems, requiring higher precision power metering chips, more reliable battery monitoring and protection circuits. With the improvement of battery life, fast charging technology will become a necessity, which will drive the growth of demand for SiC and GaN power devices, while requiring more efficient charging chips and safer circuit protection designs. Although all solid state batteries are inherently safe, the entire power system still requires precise monitoring and protection, which will create new demands for high-precision temperature sensors, current/voltage sensors, and other components. In addition, the mass production of solid-state batteries requires new production line equipment, such as isostatic pressing equipment, laser equipment, etc., which will drive the demand for high-precision sensors, lasers, motion controllers and other industrial electronic components.

According to research institutions' predictions, by 2030, the global shipment of solid-state batteries will reach 614 gigawatt hours, with all solid state batteries accounting for nearly 30%. This development trend will significantly boost the demand for upstream metals such as lithium, nickel, cobalt, manganese, and zirconium. Experts predict that all solid state batteries will be the first to land in special fields such as low altitude economy, hybrid power, or high-temperature drilling platforms where costs are relatively insensitive. At present, nearly 30 domestic enterprises have announced that they will achieve commercialization of solid-state batteries by 2025-2030, and their technological roadmap is becoming more mature. Industry experts point out that the breakthrough of solid-state battery technology not only affects the energy storage field, but also triggers a chain reaction in the electronic components industry. From BMS to power devices, from sensors to protective components, every link in the industry chain is brewing changes, which will bring a new round of development opportunities for electronic component enterprises.