A Panoramic View of Solid-State Battery Anodes: The Triple Game of Technology, Capacity, and Market

Published: Feb 9, 2026 22:06

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The industrialization of solid-state battery anodes follows a clear technological progression, closely linked to the maturity of the electrolyte system: first, compatibility and improvement—silicon-based/composite anodes; second, upgrading and breakthroughs—pre-lithiation/composite lithium metal anodes; and third, the ultimate goal—pure lithium metal anode capacity deployment.

According to SMM forecasts, all-solid-state battery shipments will reach 13.5 GWh by 2028, while semi-solid-state battery shipments will reach 160 GWh. Global lithium-ion battery demand is projected to reach approximately 2,800 GWh by 2030, with the EV sector's lithium-ion battery demand showing a CAGR of around 11% from 2024 to 2030, ESS lithium-ion battery demand at a CAGR of about 27%, and consumer electronics lithium battery demand at a CAGR of roughly 10%. Global solid-state battery penetration is estimated at about 0.1% in 2025, with all-solid-state battery penetration expected to reach around 4% by 2030, and global solid-state battery penetration potentially approaching 10% by 2035.

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Contact: Chaoxing Yang. Thank you!

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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