Auto & Heavy Industry Outlook

Solid-State Battery: Progress vs. Reality

Solid-State Battery: Progress vs. Reality

LGES confirmed solid-state mass production for EVs is a decade away, but unveiled a 500 Wh/kg sulfide prototype. Chinese players (Geely, BYD) target 2027 pilot. US startups QuantumScape and Factorial are neck-and-neck with Chinese giants—Factorial's FEST cells already road-tested by Mercedes and Stellantis. Pragmatic intermediate chemistries (LMR, sodium-ion, phase-change electrolytes like Anthro Energy) are bridging the gap. China released first national solid-state battery standards and leads IEC project on testing.

Sources (2)
Updated Aug 26, 2026