A Vision of Chinas All Solid State Battery Roadmap

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China has sent a strong signal that the industrialization of ASSB is accelerating, with mass production expected by 2027.

Leading Chinese players are primarily adopting pouch cell format and are trending towards sulfide-based electrolytes as mainstream path for ASSBs, citing their maturity and scalability.

ASSBs improve safety by replacing flammable liquid electrolytes with non-volatile solid electrolytes. However, their safety is not guaranteed. According to FinDreams (BYD Battery) test results, ASSB exhibit a higher thermal runaway threshold compared to conventional Li-ion batteries (LiB), but once a thermal runaway occurs, the reaction is significantly more intense.

Chinese manufacturers are working closely with equipment suppliers to co-develop production process and manufacturing equipment for ASSB mass production. So far, there is no standard solution offered on the market.

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