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Competition in the development of solid-state batteries intensifies, with China taking a lead position

Intensifying Global Competition in Solid-State Batteries, China Gains Leadership

Competition in the field of solid-state batteries intensifies, with China reportedly gaining an...
Competition in the field of solid-state batteries intensifies, with China reportedly gaining an advantage

Competition in the development of solid-state batteries intensifies, with China taking a lead position

In the heart of southwest China, Chongqing is making a name for itself as a critical hub for solid-state battery development. The city's Liangjiang New Area is currently home to China's largest solid-state battery production base, a testament to the country's growing dominance in this emerging technology.

China's vast industrial ecosystem and booming market are propelling the country forward in the solid-state battery race. The dominance of Chinese companies in the liquid lithium battery industry provides a strong base for cost reduction and speeding up the transition to solid-state batteries. Major Chinese enterprises like CATL and BYD are investing in sulfide-based solid-state battery technologies, further solidifying China's position.

However, Chongqing faces challenges in establishing itself as a dominant player in the solid-state battery industry compared to the Yangtze River Delta and Pearl River Delta. Nevertheless, the world's largest NEV market offers unmatched application scenarios and rapid iteration opportunities for solid-state battery development. Chongqing is home to automakers such as Changan Automobile and Seres, whose demand for longer-range, safer batteries is driving technological progress.

The main developer for semi-solid batteries in Chongqing, Farasis Energy, is currently achieving early success. Another significant player is Ganfeng Lithium, China's top lithium producer, which has chosen Chongqing for its flagship facility and research institute.

The global race for solid-state batteries is accelerating, with four major blocs - the United States, Japan, South Korea, and China - taking shape in the competition. QuantumScape and Solid Power, backed by major automakers, are pursuing all-solid-state technologies in the United States, with pilot production lines of significant scale. Samsung SDI and LG Energy Solution, South Korean companies, are drawing on their strengths in consumer electronics and conventional lithium batteries, with mass production expected after 2027.

Chongqing still lags in raw materials, equipment manufacturing, and top talent for lithium batteries. However, its most urgent task is to build a competitive local supply chain around core projects to secure a strong position in the solid-state battery industry. The city's ambition to become a leader in new energy vehicles (NEVs), as demonstrated by Changan Automobile's shift to NEVs, is expected to create demand for millions of advanced batteries.

As the race for solid-state batteries continues, Chongqing's strategic location and growing industrial ecosystem position it well to become a significant player in this exciting and rapidly evolving field.

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