CATL menyatakan baterai solid-state belum siap diproduksi massal sebelum 2030. Butuh volume 1 juta kendaraan untuk komersialisasi. Saat ini masih di level laboratorium.
Model pendanaan ini memastikan platform cair tetap menjadi andalan manufaktur hingga arsitektur padat mencapai paritas biaya penuh.
Jadwal dan Data Pasar
Berikut adalah ringkasan data kapasitas terpasang CATL berdasarkan kimia baterai pada tahun 2026:
Selain itu, BYD sedang membangun benteng baterai sodium seharga 0,04 USD yang tidak menjadi fokus CATL.
Jadwal lain yang perlu dicatat
- Jun 15, 2026 6:26 AM CEST
- Current manufacturing volumes rely on conventional liquid-chemistry configurations to maintain industry delivery baselines. The leading manufacturer reached an installed capacity of 33.08 GWh in May 2026. This performanc
- The existing manufacturing landscape relies heavily on proven liquid electrolyte platforms to fulfil market demand. Monthly distribution metrics show that lithium iron phosphate chemistry comprised 23.12 GWh of the insta
- This performance follows April 2026 metrics, in which iron phosphate reached 19.53 GWh and ternary options reached 9.53 GWh. Prior tracking from March 2026 recorded 18.11 GWh of iron phosphate and 7.60 GWh of ternary ins
- A seasonal reduction in February 2026 dropped volumes to 9.10 GWh for iron phosphate and 3.84 GWh for ternary, following a January baseline of 13.26 GWh. To manage supply chain dependencies, suppliers are deploying alter
- Why BYD is building a 0.04 USD sodium battery fortress where CATL isn’t looking
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