CATL hit another milestone in its solid-state battery development, advancing to 20 Ah cells. The world’s leading battery maker aims to begin small-scale production in 2027.
📌 The Core Development
CATL remains the leading global EV battery manufacturer by a wide margin. According to SNE Research , CATL held a commanding 39.9% share of the global EV battery market through the first half of 2026.
To stay ahead, the company is advancing several new battery chemistries, including solid-state and sodium-ion, promising to be safer, more efficient, and lower cost than traditional lithium-ion batteries.
🔍 Background & Sector Context
When investors asked about the progress of its solid-state battery program on Tuesday, CATL said it continues to invest heavily in all-solid-state batteries and expects to begin small-scale production in 2027.
As it has stated before, output is expected to be limited at first as it scales up to mass production around 2030.
📊 Industry & Real-World Impact
Speaking at the Summer Davos Forum in June, CATL chairman and CEO Robin Zeng said that, on a scale of one to nine, all-solid-state batteries have only reached level four.
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🔮 Strategic Outlook & What Lies Ahead
All-solid-state batteries differ from semi-solid-state batteries in that they require a solid electrolyte to conduct lithium ions, rather than a liquid.
The company uses a sulfide-based solid electrolyte system, which offers high ionic conductivity and deformability, but maintaining stable contact between solid components remains a hurdle.
