1. |
EXECUTIVE SUMMARY AND CONCLUSIONS |
1.1. |
Players talked in this report |
1.2. |
Status and future of solid state battery business |
1.3. |
Regional efforts |
1.4. |
Factors affecting the European market |
1.5. |
Location overview of major solid-state battery companies |
1.6. |
Solid-state battery partner relationships |
1.7. |
Solid-state electrolyte technology approach |
1.8. |
Summary of solid-state electrolyte technology |
1.9. |
Comparison of solid-state electrolyte systems |
1.10. |
Technology evaluation |
1.11. |
Technology evaluation (continued) |
1.12. |
Technology summary of various companies |
1.13. |
Solid state battery collaborations / investment by Automotive OEMs |
1.14. |
Technology and manufacturing readiness |
1.15. |
Score comparison |
1.16. |
Solid-state battery value chain |
1.17. |
Timeline for mass production |
1.18. |
Are mass production coming? |
1.19. |
Market forecast methodology |
1.20. |
Assumptions and analysis of market forecast of SSB |
1.21. |
Price forecast of solid state battery for various applications |
1.22. |
Solid-state battery addressable market size |
1.23. |
Solid-state battery forecast 2021-2031 by application |
1.24. |
Market size segmentation in 2025 and 2031 |
1.25. |
Solid-state battery forecast 2021-2031 by technology |
1.26. |
Solid-state battery forecast 2021-2031 for car plug in |
2. |
LITHIUM METAL ANODE |
2.1. |
Lithium metal is required for high energy density |
2.2. |
Why is lithium so important? |
2.3. |
Lithium metal may make a difference |
2.4. |
Specific energy comparison of different electrolytes |
2.5. |
Lithium metal challenge |
2.6. |
Lithium metal foils |
2.7. |
Where is lithium? |
2.8. |
How to produce lithium |
2.9. |
Lithium hydroxide vs. lithium carbonate |
2.10. |
Lithium in solid-state batteries |
2.11. |
Resources considerations |
2.12. |
"Anode-free" batteries |
2.13. |
Challenges of anode free batteries |
3. |
FROM CELL TO PACK |
3.1. |
Business models between battery-auto companies |
3.2. |
Pack parameters mean more than cell's |
3.3. |
Influence of the pack design |
3.4. |
CATL's CTP design |
3.5. |
BYD's blade battery: overview |
3.6. |
BYD's blade battery: structure and composition |
3.7. |
BYD's blade battery: design |
3.8. |
BYD's blade battery: pack layout |
3.9. |
BYD's blade battery: energy density improvement |
3.10. |
BYD's blade battery: thermal safety |
3.11. |
BYD's blade battery: structural safety |
3.12. |
Cost and performance |
3.13. |
BYD's blade battery: what CTP indicates |
3.14. |
Summary |
4. |
FAST CHARGING |
4.1. |
Fast charging at each stage |
4.2. |
The importance of battery feature for fast charging |
4.3. |
Fast charging for solid-state batteries |
5. |
COMPOSITE ELECTROLYTES |
5.1. |
The best of both worlds? |
5.2. |
Chapter 2 introduction |
6. |
WHY IS BATTERY DEVELOPMENT SO SLOW? |
6.1. |
What is a battery? |
6.2. |
A big obstacle — energy density |
6.3. |
Battery technology is based on redox reactions |
6.4. |
Electrochemical reaction is essentially based on electron transfer |
6.5. |
Electrochemical inactive components reduce energy density |
6.6. |
The importance of an electrolyte in a battery |
6.7. |
Cathode & anode need to have structural order |
6.8. |
Failure story about metallic lithium anode |
7. |
SAFETY ISSUES WITH LITHIUM-ION BATTERIES |
7.1. |
Safety of liquid-electrolyte lithium-ion batteries |
7.2. |
Modern horror films are finding their scares in dead phone batteries |
7.3. |
Samsung's Firegate |
7.4. |
Safety aspects of Li-ion batteries |
7.5. |
LIB cell temperature and likely outcome |
8. |
LI-ION BATTERIES |
8.1. |
Food is electricity for humans |
8.2. |
What is a Li-ion battery (LIB)? |
8.3. |
Anode alternatives: Lithium titanium and lithium metal |
8.4. |
Anode alternatives: Other carbon materials |
8.5. |
Anode alternatives: Silicon, tin and alloying materials |
8.6. |
Cathode alternatives: LNMO, NMC, NCA and Vanadium pentoxide |
8.7. |
Cathode alternatives: LFP |
8.8. |
Cathode alternatives: Sulphur |
8.9. |
Cathode alternatives: Oxygen |
8.10. |
High energy cathodes require fluorinated electrolytes |
8.11. |
How can LIBs be improved? |
8.12. |
Milestone discoveries that shaped the modern lithium-ion batteries |
8.13. |
Push and pull factors in Li-ion research |
8.14. |
The battery trilemma |
8.15. |
Form factor |
9. |
CONCLUSIONS |
9.1. |
Conclusions |
9.2. |
Introduction |
10. |
WHY SOLID-STATE BATTERIES |
10.1. |
A solid future? |
10.2. |
Worldwide battery target roadmap |
10.3. |
Evolution of battery technology |
10.4. |
Lithium-ion batteries vs. solid-state batteries |
10.5. |
What is a solid-state battery (SSB)? |
10.6. |
How can solid-state batteries increase performance? |
10.7. |
Close stacking |
10.8. |
Energy density improvement |
10.9. |
Value propositions and limitations of solid state battery |
10.10. |
Flexibility and customisation provided by solid-state batteries |
11. |
INTERESTS AND ACTIVITIES ON SOLID-STATE BATTERIES |
11.1. |
Solid-state battery literature analysis |
11.2. |
Interests in China |
11.3. |
15 Other Chinese player activities on solid state batteries |
11.4. |
Chinese car player activities on solid-state batteries |
11.5. |
Regional interests: Japan |
11.6. |
Technology roadmap according to Germany's NPE |
11.7. |
Roadmap for battery cell technology |
12. |
INTRODUCTION TO SOLID-STATE BATTERIES |
12.1. |
History of solid-state battery development |
12.2. |
History of solid-state batteries |
12.3. |
Solid-state battery configurations |
12.4. |
Solid-state electrolytes |
12.5. |
Differences between liquid and solid electrolytes |
12.6. |
How to design a good solid-state electrolyte |
12.7. |
Classifications of solid-state electrolyte |
12.8. |
Thin film vs. bulk solid-state batteries |
12.9. |
Companies working on different sizes |
12.10. |
Scaling of thin ceramic sheets |
12.11. |
Requirements for solid-state electrolyte with multifunctions |
12.12. |
How safe are solid-state batteries? |
12.13. |
Major issues of solid-state batteries |
13. |
SOLID POLYMER ELECTROLYTES |
13.1. |
Applications of polymer-based batteries |
13.2. |
LiPo batteries, polymer-based batteries, polymeric batteries |
13.3. |
Types of polymer electrolytes |
13.4. |
Electrolytic polymer options |
13.5. |
Advantages and issues of polymer electrolytes |
13.6. |
PEO for solid polymer electrolyte |
13.7. |
Companies working on polymer solid state batteries |
14. |
SOLID INORGANIC ELECTROLYTES |
14.1. |
Types of solid inorganic electrolytes for Li-ion |
14.2. |
Advantages and issues with inorganic electrolytes |
14.3. |
Dendrites - ceramic fillers and high shear modulus are needed |
14.4. |
Comparison between inorganic and polymer electrolytes |
14.5. |
Oxide Inorganic Electrolyte |
14.6. |
Oxide electrolyte |
14.7. |
Garnet |
14.8. |
Estimated cost projection for LLZO-based SSB |
14.9. |
NASICON-type |
14.10. |
Perovskite |
14.11. |
LiPON |
14.12. |
LiPON: construction |
14.13. |
Players worked and working LiPON-based batteries |
14.14. |
Cathode material options for LiPON-based batteries |
14.15. |
Anodes for LiPON-based batteries |
14.16. |
Substrate options for LiPON-based batteries |
14.17. |
Trend of materials and processes of thin-film battery in different companies |
14.18. |
LiPON: capacity increase |
14.19. |
Comparison of inorganic oxide solid-state electrolyte |
14.20. |
Thermal stability of oxide electrolyte with lithium metal |
14.21. |
Companies working on oxide solid state batteries |
14.22. |
Sulphide Inorganic Electrolyte |
14.23. |
LISICON-type |
14.24. |
Argyrodite |
14.25. |
Companies working on sulphide solid state batteries |
14.26. |
Others |
14.27. |
Li-hydrides |
14.28. |
Li-halides |
15. |
SOLID-STATE BATTERY MATERIALS BEYOND ELECTROLYTE |
15.1. |
Pouch cells |
15.2. |
Techniques to fabricate aluminium laminated sheets |
15.3. |
Packaging procedures for pouch cells |
15.4. |
Material costs take significant portion and can fluctuate |
15.5. |
Cathode price track |
15.6. |
Other material price track |
16. |
SOLID-STATE ELECTROLYTES BEYOND LI-ION |
16.1. |
Solid-state electrolytes in lithium-sulphur batteries |
16.2. |
Lithium sulphur solid electrode development phases |
16.3. |
Solid-state electrolytes in lithium-air batteries |
16.4. |
Solid-state electrolytes in metal-air batteries |
16.5. |
Solid-state electrolytes in sodium-ion batteries |
16.6. |
Solid-state electrolytes in sodium-sulphur batteries |
17. |
SOLID-STATE BATTERY MANUFACTURING |
17.1. |
The real bottleneck |
17.2. |
The incumbent process: lamination |
17.3. |
Summary of processing routes of solid-state battery components fabrication |
17.4. |
Oxide electrolyte thickness and processing temperatures |
17.5. |
Wet-chemical & vacuum-based deposition methods for Li-oxide thin films |
17.6. |
Current processing methods and challenges for mass manufacturing of Li-oxide thin-film materials |
17.7. |
Process chains for solid electrolyte fabrication |
17.8. |
Process chains for anode fabrication |
17.9. |
Process chains for cathode fabrication |
17.10. |
Process chains for cell assembly |
17.11. |
Cell stacking options |
17.12. |
Solid battery fabrication process |
17.13. |
Manufacturing equipment for solid-state batteries |
17.14. |
Solid Power's ASSB manufacturing |
17.15. |
Industrial-scale fabrication of Li metal polymer batteries |
17.16. |
Typical manufacturing method of the all solid-state battery (SMD type) |
17.17. |
Are thin film electrolytes viable? |
17.18. |
Summary of main fabrication technique for thin film batteries |
17.19. |
PVD processes for thin-film batteries |
17.20. |
Ilika's PVD approach |
17.21. |
Avenues for manufacturing |
17.22. |
Toyota's approach |
17.23. |
Hitachi Zosen's approach |
17.24. |
Sakti3's PVD approach |
17.25. |
Planar Energy's approach |
17.26. |
Solid-State Battery Applications |
17.27. |
Potential applications for solid-state batteries |
17.28. |
Market readiness |
17.29. |
Solid-state batteries for consumer electronics |
17.30. |
Performance comparison: CEs & wearables |
17.31. |
Solid-state batteries for electric vehicles |
17.32. |
Batteries used in electric vehicles |
17.33. |
ProLogium: "MAB" EV battery pack assembly |
17.34. |
24M |
17.34.1. |
Innovative electrode for semi-solid electrolyte batteries |
17.34.2. |
Redefining manufacturing process by 24M |
17.35. |
BAIC Group |
17.35.1. |
BAIC's prototype |
17.36. |
BMW |
17.36.1. |
Automakers' efforts - BMW |
17.37. |
Bolloré |
17.37.1. |
Bolloré's LMF batteries |
17.37.2. |
Automakers' efforts - Bolloré |
17.38. |
BrightVolt |
17.38.1. |
BrightVolt batteries |
17.38.2. |
BrightVolt product matrix |
17.38.3. |
BrightVolt electrolyte |
17.39. |
CATL |
17.39.1. |
CATL |
17.39.2. |
CATL's energy density development roadmap |
17.40. |
CEA Tech |
17.40.1. |
CEA Tech |
17.41. |
Coslight |
17.41.1. |
Coslight |
17.42. |
Cymbet |
17.42.1. |
Micro-Batteries suitable for integration |
17.43. |
Enovate Motors |
17.43.1. |
Enovate Motors |
17.44. |
Excellatron |
17.44.1. |
Thin-film solid-state batteries made by Excellatron |
17.45. |
FDK |
17.45.1. |
FDK |
17.45.2. |
Applications of FDK's solid state battery |
17.46. |
Fisker |
17.46.1. |
Automakers' efforts - Fisker Inc. |
17.47. |
Fraunhofer Batterien |
17.47.1. |
Academic views - Fraunhofer Batterien |
17.48. |
Front Edge Technology |
17.48.1. |
Ultra-thin micro-battery—NanoEnergy® |
17.49. |
Ganfeng Lithium |
17.49.1. |
Ganfeng Lithium |
17.50. |
Giessen University |
17.50.1. |
Academic views - Giessen University |
17.51. |
Hitachi Zosen |
17.51.1. |
Hitachi Zosen's solid-state electrolyte |
17.51.2. |
Hitachi Zosen's batteries |
17.52. |
Hozon Automobile |
17.52.1. |
Hozon Automobile's prototype |
17.53. |
Hydro-Québec |
17.53.1. |
Hydro-Québec 1 |
17.53.2. |
Hydro-Québec 2 |
17.54. |
Hyundai |
17.54.1. |
Automakers' efforts - Hyundai |
17.55. |
Ilika |
17.55.1. |
Introduction to Ilika |
17.55.2. |
Ilika's business model |
17.55.3. |
Ilika's microtechnology |
17.55.4. |
Ilika: Stereax |
17.55.5. |
Ilika: Goliath |
17.56. |
IMEC |
17.56.1. |
IMEC |
17.57. |
Infinite Power Solutions |
17.57.1. |
Technology of Infinite Power Solutions |
17.57.2. |
Cost comparison between a standard prismatic battery and IPS' battery |
17.58. |
Ionic Materials |
17.58.1. |
Ionic Materials |
17.58.2. |
Technology and manufacturing process of Ionic Materials |
17.59. |
JiaWei Renewable Energy |
17.59.1. |
JiaWei Renewable Energy |
17.60. |
Johnson Battery Technologies |
17.60.1. |
Johnson Battery Technologies |
17.60.2. |
JBT's advanced technology performance |
17.61. |
Karlsruhe Institute of Technology |
17.61.1. |
Karlsruhe Institute of Technology |
17.62. |
Konan University |
17.62.1. |
Solid-state electrolytes - Konan University |
17.63. |
Nagoya University |
17.63.1. |
Nagoya University |
17.64. |
Ningbo Institute of Materials Technology & Engineering, CAS |
17.64.1. |
Ningbo Institute of Materials Technology & Engineering, CAS |
17.65. |
NIO |
17.65.1. |
NIO |
17.66. |
Ohara Corporation |
17.66.1. |
Lithium ion conducting glass-ceramic powder-01 |
17.66.2. |
LICGCTM PW-01 for cathode additives |
17.66.3. |
Ohara's products for solid state batteries |
17.66.4. |
Ohara / PolyPlus |
17.66.5. |
Application of LICGC for all solid state batteries |
17.66.6. |
Properties of multilayer all solid-state lithium ion battery using LICGC as electrolyte |
17.66.7. |
LICGC products at the show |
17.66.8. |
Manufacturing process of Ohara glass |
17.67. |
Panasonic |
17.67.1. |
Battery vendors' efforts - Panasonic |
17.68. |
Polyplus |
17.68.1. |
Polyplus |
17.69. |
Prieto Battery |
17.69.1. |
Prieto Battery |
17.70. |
ProLogium |
17.70.1. |
Introduction to ProLogium |
17.70.2. |
ProLogium's technology |
17.70.3. |
Technology breakthrough |
17.70.4. |
Product types |
17.70.5. |
ProLogium: Solid-state lithium ceramic battery |
17.70.6. |
MAB technology |
17.71. |
Qingtao Energy Development |
17.71.1. |
Qingtao Energy Development |
17.71.2. |
History of Qingtao Energy Development |
17.72. |
QuantumScape |
17.72.1. |
Introduction to QuantumScape |
17.72.2. |
Introduction to QuantumScape's technology |
17.72.3. |
QuantumScape patent summary |
17.72.4. |
QuantumScape patent analysis |
17.72.5. |
Garnet electrolyte/catholyte |
17.72.6. |
QuantumScape patent analysis |
17.72.7. |
Test analysis of QuantumScape's cells |
17.72.8. |
Tests of QuantumScape's cells |
17.72.9. |
Challenges of QuantumScape's technology |
17.72.10. |
Features of garnet electrolyte in SSBs |
17.72.11. |
QuantumScape's technology 6 |
17.72.12. |
QuantumScape's manufacturing timeline |
17.73. |
Samsung |
17.73.1. |
Battery vendors' efforts - Samsung SDI |
17.73.2. |
Samsung's work with argyrodite |
17.74. |
Schott |
17.74.1. |
SEEO |
17.75. |
SES |
17.75.1. |
Introduction to SES |
17.75.2. |
Polymer-based battery: SES |
17.76. |
Solid Power |
17.76.1. |
Introduction to Solid Power |
17.76.2. |
Solid Power's offering |
17.76.3. |
Solid Power's technology roadmap |
17.76.4. |
Solid Power test graphs |
17.76.5. |
Solid Power's product roadmap |
17.77. |
Solvay |
17.78. |
STMicroelectronics |
17.78.1. |
From limited to mass production—STMicroelectronics |
17.78.2. |
Summary of the EnFilm™ rechargeable thin-film battery |
17.79. |
Taiyo Yuden |
17.79.1. |
Taiyo Yuden |
17.80. |
TDK |
17.80.1. |
CeraCharge's performance |
17.80.2. |
Main applications of CeraCharge |
17.81. |
Ensurge Micropower (Former Thin Film Electronics ASA ) |
17.81.1. |
Introduction to the company |
17.81.2. |
Ensurge's execution plan |
17.81.3. |
Ensurge's technology |
17.81.4. |
Business model and market |
17.81.5. |
Key Customers, partners and competitors |
17.81.6. |
Company financials |
17.82. |
Tokyo Institute of Technology |
17.83. |
Toshiba |
17.83.1. |
Composite solid-state electrolyte |
17.84. |
Toyota |
17.84.1. |
Toyota's activities |
17.84.2. |
Toyota' efforts |
17.84.3. |
Toyota's prototype |
17.84.4. |
University of Münster |
17.84.5. |
Academic views - University of Münster |
17.85. |
Volkswagen |
17.85.1. |
Automakers' efforts - Volkswagen |
17.85.2. |
Volkswagen's investment in electric vehicle batteries |
17.86. |
WeLion New Energy Technology |
18. |
APPENDIX |
18.1. |
Glossary of terms - specifications |
18.2. |
Useful charts for performance comparison |
18.3. |
Battery categories |
18.4. |
Commercial battery packaging technologies |
18.5. |
Comparison of commercial battery packaging technologies |
18.6. |
Actors along the value chain for energy storage |
18.7. |
Primary battery chemistries and common applications |
18.8. |
Numerical specifications of popular rechargeable battery chemistries |
18.9. |
Battery technology benchmark |
18.10. |
What does 1 kilowatthour (kWh) look like? |
18.11. |
Technology and manufacturing readiness |
18.12. |
List of acronyms |
Gloss