EVE's All-Solid-State Battery Roadmap - Sulphide + Halide Composite System Leads the Way for 2026 Mass Production

SMM August 12 News:
Core Content: EVE's all-solid-state battery product, a pouch battery, can operate within a wide temperature range of -20℃ to 60℃ and function steadily under 20MPa pressure. In terms of cycle performance, it can achieve over 2000 cycles at 45℃@1C. Regarding storage performance, after being fully charged and stored at 60℃ for 28 days, the capacity recovery rate exceeds 93%, with high-temperature storage performance comparable to that of liquid batteries. In terms of power performance, it can achieve 8C discharge. In terms of safety, it can pass the squeeze and 200℃ hot box tests.

In June 2025, EVE stated that the company would complete the construction of the pilot production line for solid-state batteries in 2025, and the actual production line was already close to mass production. It aims to achieve breakthroughs in production processes in 2026 and launch all-solid-state battery 1.0 with an energy density of 350Wh/kg and 800Wh/L. In 2028, it plans to launch high-specific-energy all-solid-state battery 2.0 products with an energy density exceeding 1000Wh/L.

EVE's Solid-State Battery Roadmap

I. Technical Route Selection: Sulphide + Halide Composite System

EVE has selected the sulphide + halide composite electrolyte route in the R&D of all-solid-state batteries, with core considerations including the following:

High ionic conductivity: The room-temperature conductivity of sulphides (such as Li₁₀GeP₂S₁₂) can reach 10⁻²S/cm, approaching the level of liquid electrolytes. Doping with halides (such as LiCl) can further optimize the continuity of ionic channels and enhance interface stability.

Processing compatibility: Sulphides can be cold-pressed into shape (without the need for high-temperature sintering), suitable for large-scale mass production. The introduction of halides reduces the reliance on extremely dry environments, improving process feasibility.

Interface adaptability: The composite electrolyte can buffer volume changes during electrode charging and discharging (breathing effect), reducing the risk of solid-solid interface cracking and simultaneously inhibiting the penetration of lithium metal dendrites.

Technological breakthroughs: Developed a sulphide micron-level encapsulation technology, coating LiNbO₃ on the surface of sulphide particles through atomic layer deposition (ALD), reducing interface impedance to 1/3 of that of traditional sulphide systems.

Optimized the halide doping ratio (such as Li₉.₅₄Si₁.₇₇P₁.₄₉S₁₁.₇Cl₀.₃), enabling the electrolyte to function steadily under 20MPa pressure and meeting the mechanical strength requirements of power batteries.

II. Periods and Performance Targets

EVE's R&D of all-solid-state batteries is advancing in two stages, with clear periods and performance indicators leading the industry:

1. First Stage (2026): Mass production of all-solid-state battery 1.0Energy density: 350Wh/kg (mass), 800Wh/L (volume), surpassing current mainstream ternary lithium batteries (approximately 260Wh/kg).

Application scenarios: Hybrid electric vehicles (HEV/PHEV), meeting high-power output requirements (supporting 8C discharge), while adapting to a wide temperature range from -20℃ to 60℃.

Process breakthrough: Establishing a 100MWh-level pilot production line (to be operational in 2025), achieving roll-to-roll continuous production of sulphide electrolyte membranes, with a yield rate increased to over 90%.

Safety verification: Passing crush tests (no short circuit under 130MPa pressure), 200℃ thermal box tests (no thermal runaway), meeting automotive-grade safety standards.

2. Phase II (2028): Mass production of all-solid-state battery 2.0

Energy density: Exceeding 1000Wh/L (volume), supporting a driving range of over 1000 kilometers for battery electric vehicles (BEVs).

Technological upgrade: Introducing topological energy-concentrating structural design, achieving integrated forming of three-dimensional porous electrodes and electrolytes, increasing volume utilization rate to over 85%.

Application expansion: Covering high-end BEV models, electric vertical takeoff and landing (eVTOL) aircraft, and other scenarios, matching lithium metal anodes to achieve high specific energy goals.

III. Core Processes and Industrialisation Progress

1. Pilot production line construction

Establishing a 100MWh-level pilot production line in 2025, adopting an inert atmosphere (Ar) sealed continuous production line to address the sensitivity of sulphides to water/oxygen.

Developing specialized coating equipment for solid-state batteries to achieve nanoscale mixing of electrolytes and electrode materials, reducing interface resistance to <50Ω・cm².

2. Material system optimization

Cathode materials: Collaborating with Easpring Technology to develop high-nickel ternary (NCM811) + sulfur composite cathodes, suppressing the shuttle effect of sulfur through Li₃PO₃ coating, increasing cycle life to over 1500 cycles.

Anode materials: Adopting pre-lithiated silicon carbon anodes, forming a Li₂O protective layer on the surface of silicon particles through chemical vapor deposition (CVD), increasing first-cycle efficiency to 92%.

3. Interface engineering innovation

The patented technology "all-solid-state battery" (CN202421848597.0) extends battery life to over 2000 cycles by increasing the packaging flat area, reducing thickness (C=A/B=5000-20000mm), and balancing internal pressure distribution.

IV. Industry Chain Synergy and Globalization Layout

1. Upstream material cooperation

Jointly developing ultra-pure lithium sulphide (purity >99.99%), achieving large-scale supply through a pilot production line with a capacity of hundreds of tons, and reducing costs by 40% compared to imported products.

Collaborated with PTL to develop adhesives specifically for solid-state batteries, enhancing the interfacial bonding between electrodes and electrolytes, and reducing the interfacial impedance to <30Ω・cm².

2. Downstream Application Implementation

Collaborated with BMW to develop 4695 large cylindrical all-solid-state batteries, planned for integration into the new generation car model iX3 in 2026, supporting an 800V high-voltage platform and 10-minute fast charging.

For the eVTOL market, launched semi-solid-state batteries with an energy density of 320Wh/kg, meeting the requirements for 10C high-rate discharge and 7000 cycles of cycle life.

3. Recycling System Construction

Initiated a global lithium battery recycling platform, collaborating with enterprises such as Huayou Cobalt and GEM to establish a closed-loop "recycling-regeneration" system covering over 30 countries, with a lithium resource recycling rate exceeding 85%.

V. Challenges and Countermeasures

Solution for sulphide stability bottleneck: Developed a double-layer coating technology (inner layer LiNbO₃ to inhibit hydrolysis, outer layer LiF to passivate the surface), extending the exposure time of sulphides in air to over 2 hours.

Alternative strategy for large-scale cost control: Replaced part of Ge with Si (e.g., in the LSPS system), reducing electrolyte costs from $200/kg for LGPS to $40/kg, while optimizing processing techniques to reduce energy consumption by 30%.

Accelerated path for automotive-grade certification: Collaborated with CATARC to conduct a special project on "solid-state battery safety certification," promoting the completion of international standard certifications such as ISO12405-4 by 2026.

VI. Industry Competition Landscape and Differentiated Advantages

Leading technological progress: Achieved mass production one year ahead of CATL (small-batch production in 2027) and BYD (demonstration installation in 2027), becoming the first Chinese enterprise globally to realize the commercialization of all-solid-state batteries.

Comprehensive scenario coverage capability: Simultaneously deployed in multiple fields including hybrid electric, pure electric, and eVTOL, forming a "high-power + high-specific energy" product matrix to cater to diverse market demands. Global Capacity Layout: After the Malaysia plant (38 Gwh) and Hungary base (30 Gwh) come into operation in 2026, localized supply to the European and US markets can be achieved, circumventing trade barriers.

**Note:** For further details or inquiries regarding solid-state battery development, please contact:
Phone: 021-20707860 (or WeChat: 13585549799)
Contact: Chaoxing Yang. Thank you!