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by jmisavage 486 days ago
This is just pilot production is the first of many steps towards mass production. They don’t expect actual production until 2027.

It even mentions that CATL is at roughly the same stage. So while good news its still going to take some time to get these into production cars and to get the costs down.

2 comments

Exactly. In order to be able to start production in 2027 they'd have to logically be quite far with the development of their battery cells to be able to say with confidence they'll be ready for that in 2027. You see the same with announcements from other manufacturers like CATL, Factorial, Quantumscape, Toyota, etc. Most of these are talking about timelines from 2026-2028 currently.

They have each been testing battery samples for years and making announcements about roughly where they think they'll be going to production. It's not like battery cells suddenly pop into existence fully formed and ready to go. There's a lot of work and problem solving that needs to happen.

2027 isn't when mass production starts but when early, low volume production begins. It takes time, and many billions, to build large scale factories. They'll want to see low scale production work first. Early batteries are likely to be scarce and expensive for a while.

People have unrealistic expectations about solid state batteries in general. Currently the best selling batteries aren't those with the highest density but those with the lowest cost of materials and production. That's why LFP is so popular currently. Solid state won't change that. LFP will be widely used for years to come. A logical place for relatively expensive early solid state batteries to be used would be in aviation related use cases and maybe some high-end vehicles or sports cars. Forget about these showing up in budget cars anytime soon.

Isn’t quantum scape at a similar stage as well?
And Toyota: https://electrek.co/2024/01/11/toyota-solid-state-ev-battery...

I'm hopeful that in the next few years we will see some serious range improvements across the board with EVs. Then mass adoption really takes off.

Toyota has been lying about having solid state batteries for the past decade. At this point, don't believe that they have them until they ship them.