Recently, Toyota's all-solid-state battery mass production time will be postponed to after 2030, which is the second time to extend the mass production plan. As early as 2010, Toyota announced that it planned to achieve small-scale mass production of solid-state batteries by 2025 and stable mass production by 2030. In June this year, Toyota announced that it had overcome the durability problem of all-solid-state batteries, and after solving the cost problem, it will be fully put into mass production and equipped on pure electric models, and Toyota updated the specific mass production time of solid-state batteries in 2027 and 2028. As the global automotive hegemon, Toyota's R&D investment in solid-state batteries started early. According to public information, Toyota laid out solid-state batteries in 2008, and in 2012 it launched sulfide solid-state batteries for the first time in the world. The conclusion of some third-party research institutions is relatively optimistic, at least that semi-solid-state batteries will be mass-produced in advance. 
According to EVTANK's earlier **, the global solid-state battery penetration rate is expected to reach 10% by 2030, and the demand will reach 2768gwh。From 2023 to 2030, the CAGR for global solid-state battery demand growth is 637%。In the agency's latest release of "China's solid-state battery industry development *** 2024)", it is expected that global solid-state battery shipments will reach 614 by 20301GWh, the penetration rate in the overall lithium battery is expected to be about 10%, and its market size will exceed 250 billion yuan, mainly semi-solid-state batteries. It is also stated that all-solid-state batteries are still facing unsolved ion conductivity problems, solid-solid interface problems and cycle performance problems, etc., and it is expected that their industrialization time node will be around 2030. According to the statistics of the China Automotive Power Battery Industry Innovation Alliance, as of the end of June 2023, China's power battery production capacity is 1860GWh. Although the existing production lines of liquid batteries (mainly lithium batteries) cannot be directly used to produce solid-state batteries, if the technical level is breakthrough, the solid-liquid colinear is fully realized through the transformation of the production line. That means that at least one-third of battery capacity is expected to be used to produce solid-state batteries by 2030. This is a subversive change for the current power battery industry. 
Whether it is a solid-state battery or a current liquid battery, the battery structure is similar, it is composed of cathode material, anode material, electrolyte, and separator. Compared with traditional lithium batteries, the advantages of solid-state batteries are: 1. High safety, because the electrolyte of solid-state batteries is not easy to leak or burn, and will not produce gas, and is not easy to produce ** or fire;2. High energy density, solid-state batteries can use high voltage and high specific energy electrode materials to achieve high energy density storage3. High stability, the electrolyte of solid-state batteries is not easy to be affected by the environment, and can achieve long-term stable electrochemical performance. In terms of the advantages of solid-state batteries, lithium batteries at this stage have basically touched the ceiling. Although some domestic companies have begun to advertise that their solid-state batteries can be mass-produced, in fact, these are semi-solid-state batteries. At the 2023 China Automotive Forum held in July this year, Wu Kai, chief scientist of CATL, said that there are still some core problems in the industry that need to be solved urgently. "If Toyota says that it can produce all-solid-state batteries today, I am skeptical, and no one in the industry currently has the ability to mass-produce all-solid-state batteries. As for whether it will be mass-produced by 2027, it is difficult for me to say accurately as a technician. When CATL released the condensed matter battery this year, it has always emphasized that the name of the product is "condensed matter battery", but compared with other companies that claim to have mass-produced solid-state batteries, CATL's condensed matter battery can also be called a solid-state battery. In view of the natural advantages of solid-state batteries, whoever can take the lead in breaking through the mass production technology of all-solid-state batteries will be able to take the lead in the future battery market competition, but there seems to be no possibility of large-scale mass production application of solid-state batteries in the short term. Even if the technical bottleneck is broken, the cost of solid-state batteries is not advantageous. At that time, CATL announced that condensed matter batteries would first be used in the aviation field, and the main reason may also be cost. According to the calculations of SNE Research, the current global average of lithium-ion battery electrolyte** is 9 US dollars KG, while the main raw material of the most promising sulfide solid electrolyte in all-solid-state batteries is 1500-2000 US dollars KG, which is more than 200 times that of lithium-ion battery electrolyte. NIO has publicly stated that a semi-solid-state battery pack is equivalent to an ET5. In other words, the cost of the 150-degree battery pack is close to 300,000 yuan, which is converted into 2 yuan Wh, which is 4-5 times that of the current iron-lithium battery cell ** and 2 times that of ternary battery cell**. According to another industry report, some domestic manufacturers disclosed that the cost of semi-solid battery cells was as high as 3 yuan. Nowadays, such a cost is applied to new energy vehicles, and the final price is difficult to be accepted by most consumers. Semi-solid-state batteries are currently barely on scale in the industry. For the whole year of 2023, the loading of domestic solid-state and semi-solid-state batteries will be about 04GWh, mainly realized by the products of Weilan New Energy Company, is too small compared with liquid lithium-ion batteries. In the future, after the industrial chain is perfected and large-scale, the cost of materials is expected to be greatly reduced. According to EVTANK's **, the current solid-state battery will take about 7 years to achieve the same cost as the existing lithium battery. If it can really be realized, it will rapidly promote the process of new energy vehicles to fully replace fuel vehicles, but from the current situation of the industry, there is still a certain degree of difficulty. However, some domestic car companies are optimistic about the mass production and application of solid-state batteries, SAIC Motor was the first in China to announce the mass production of solid-state batteries in 2025, Changan Automobile announced the mass production of solid-state batteries in 2025, and GAC Aion also announced that it will achieve full mass production of cars equipped with all-solid-state batteries in 2026.