2026 has become a crucial year for the industrialization of solid-state and semi-solid batteries in the energy storage industry. After years of technological accumulation, the industry has shifted from the laboratory breakthrough stage to the mass production sprint stage, with major enterprises successively announcing their mass production and loading schedules, bringing new changes to the energy storage battery market.
Industry consensus shows that semi-solid batteries will take the lead in landing, while all-solid-state batteries will advance in phases. 2026 is hailed as the first year of large-scale mass production of semi-solid batteries. CATL’s condensed matter battery, a semi-solid system with an energy density of 360Wh/kg, will be officially mass-produced in Q2 2026, first equipped in high-end models such as Zeekr and Avita, with a cruising range exceeding 1,000 kilometers. GAC AION put its automotive-grade semi-solid battery production line into operation in February 2026, and its 400Wh/kg quasi-solid-state battery will be installed in Haobo flagship models within the year.
For all-solid-state batteries, the industry is in the transition from pilot test to large-scale production. BYD’s sulfide all-solid-state battery has passed the full vehicle-level certification of China Automotive Technology and Research Center, with an energy density of 450Wh/kg, and will be demonstrated and applied in high-end models of the Yangwang series in 2027. CATL plans to supply sulfide all-solid-state batteries in small batches to NIO ET9 and Xiaomi SU8 in 2027, and achieve full commercialization in 2030.
While the industry is booming, there are still bottlenecks in mass production, such as high costs and harsh manufacturing processes. However, with the joint efforts of the entire industrial chain, from material enterprises to equipment suppliers, technological breakthroughs are being made continuously, laying a solid foundation for the large-scale popularization of solid-state and semi-solid batteries in the energy storage field.