China’s four major battery makers have designated 2027 as the year for all-solid-state battery trial production and real-vehicle verification.
Key News Facts
CATL reaffirmed its 2027 trial-production plan. BYD is pursuing real-vehicle testing alongside patent filings. Geely is moving forward with trial production and vehicle-mounted verification of a 500Wh/kg-class all-solid-state cell. CALB, Gotion, SVOLT (Paras), and EVE Energy have also presented 2027 real-vehicle verification and a commercialization roadmap targeting around 2030.
Mechanical-Design Impact Analysis
With four or more companies setting 2027 pilot schedules simultaneously, domestic and overseas equipment makers may see demand concentrate around the same period for low-volume, high-mix pilot lines (estimated; basis: the industry convention that pilot lines typically have shorter equipment order-to-install lead times than mass-production lines, so orders can bunch up around the same period). This means delivery competition for press, stacking, and dry-room equipment could intensify. Because each company’s cell chemistry (sulfide-based, oxide-based, etc.) differs, the required dew-point control level and sealing specification also differ, so custom design responsiveness per customer — rather than equipment standardization — is likely to be the key factor in winning orders. Each company’s specific load and dimensional specs are undisclosed.
Spec Comparison Table
| Company | 2027 Target | Notes |
|---|---|---|
| CATL | Trial production reaffirmed | Chemistry undisclosed |
| BYD | Patent filings + real-vehicle testing | Chemistry undisclosed |
| Geely | 500Wh/kg-class cell trial production / vehicle verification | Cell-level figure, needs re-verification |
| CALB / Gotion / SVOLT / EVE | Real-vehicle verification, commercialization roadmap around 2030 | Detailed schedule undisclosed |
One-line summary: The four Chinese makers’ simultaneous 2027 pilot schedules test custom design responsiveness per customer, not equipment standardization.