BYD solid-state battery exposed

Earlier, there was news that China may invest 6 billion yuan in all-solid-state battery research and development, including CATL , BYD , FAW, SAIC, Weilan New Energy and Geely, which may receive government basic research and development support.

Recently, BYD's solid-state battery plan was exposed:

It is reported that from the perspective of technology route selection, Fudi Battery is very likely to have chosen the technology route of high-nickel ternary (single crystal) + silicon-based negative electrode (low expansion) + sulfide electrolyte (complex halide).

The capacity of Fudi's solid-state battery cells can reach more than 60Ah, the mass energy density can reach 400Wh/Kg, the volume energy density can reach 800Wh/L, and it will not catch fire or explode when punctured or in a hot box. At the same time, taking into account the battery system and vehicle efficient integration technology under the performance requirements of thermal management, safety, and fast charging, the battery pack energy density exceeds 280Wh/Kg.

In terms of cost control, the cost reduction plan for sulfide (or sulfide + halide composite) solid electrolytes, which account for the absolute cost proportion, is to reduce the cost of LiS by 1500%-2000% by 2027 compared with 2024. In 2030, through the improvement and optimization of the synthesis process, the cost will be reduced by another 30%-50% compared with 2027. In 2033, the cost will continue to be reduced by about 20%-30% through scale efficiency.

In terms of solid-state battery costs, the overall material BOM cost is planned to be reduced by 2000%-3000% in 2027 through the cost reduction effect of solid-state electrolytes, and the manufacturing cost will be reduced by 30%-50% through improving product yield + scale effect + process optimization, thus becoming extremely price competitive.

In terms of the mass production schedule, it is consistent with national policies and most companies. Small-scale production will be carried out in 2027 and installed on BYD's high-end models as a demonstration project, with a scale of only about 1,000 units; 2030 is the market promotion period, and it is expected that 40,000 vehicles will be equipped with all-solid-state batteries, and will begin to move down to models in the mainstream price range; 2033 will enter a rapid expansion period, and it is expected that 120,000 vehicles will be installed on a large scale, and the market share of all-solid-state batteries will gradually increase.

In fact, as early as 2022, there was news that BYD's all-solid-state lithium battery was produced in Chongqing and was about to be installed on the vehicle for testing.

Although BYD denied the news at that time, some of the content is consistent with the information disclosed by BYD this time.

It is understood that news in 2022 revealed that BYD's solid-state battery mainly adopts oxide and sulfide technology routes, uses silicon-based materials as the negative electrode, and the energy density is expected to reach 400Wh/kg.

It is worth mentioning that the news also mentioned that in addition to BYD's own use, BYD's first batch of all-solid-state batteries will also be supplied to other companies.

It is worth mentioning that Xinwangda also recently revealed its research progress in the field of all-solid-state batteries.

According to the information released by Xinwangda, it has started research and development since 2015, and has planned the first-generation 400Wh/kg and second-generation 500wh/kg all-solid-state batteries.

Among them, the latest ampere-hour-level samples of the first-generation all-solid-state batteries can achieve more than 1,000 stable cycles; the second-generation laboratory samples have reached the energy density target of 500W/h/kg.

In terms of technical route, Xinwangda once stated: The company is currently developing sulfide all-solid-state batteries using high-nickel positive electrodes and silicon-based negative electrodes/lithium metal negative electrodes.