Surge in Energy Storage Demand and Commercialization of Solid-State Batteries: In-Depth Analysis of the New Boom Cycle in the Lithium Battery Equipment Industry

The explosive growth of energy storage market demand and the accelerated commercialization of solid-state batteries are becoming the core drivers for the lithium battery equipment industry to enter a new boom cycle. According to a research report by China Merchants Securities, 2025 will be a key breakthrough year for solutions to the solid-solid interface problem of solid-state batteries. With technological maturity and cost reduction progress, the mass production process of solid-state batteries is expected to accelerate significantly, bringing huge investment opportunities to the lithium battery equipment industry.

According to industry data, global energy storage market demand shows an exponential growth trend. It will grow rapidly from 10GWh in 2020 to 85GWh in 2025, with a compound annual growth rate of over 50% [0]. This growth is mainly driven by the following factors:

: With the increase in the penetration rate of renewable energy such as wind and solar, energy storage has become a key means to solve the stability problem of power systems. Jiang Anqi, Chairman of Tianqi Lithium, predicts that the global lithium demand will reach 2 million tons of lithium carbonate equivalent in 2025, and the demand for basic lithium materials in the energy storage field and power batteries will continue to rise [1].

: Electrified equipment such as commercial heavy trucks are growing rapidly, with strong demand for high-energy-density batteries, further pushing up the demand in the energy storage market [1].

The continuous cost reduction of battery energy storage systems is making “anytime available” solar energy possible [2]. Analysis from Ember, a clean energy think tank, shows that the reduction in battery costs allows solar power to be used outside of daytime hours, which greatly expands the application scenarios of energy storage [2].

The commercialization index of solid-state batteries has risen rapidly from 10 in 2020 to 85 in 2025 [0], indicating that the commercialization process is accelerating. 2025 is regarded as a key breakthrough year for solutions to the solid-solid interface problem:

:

• Introduction of iodide ions into electrolytes
  : Improve ionic conductivity and interface stability
• Iteration of isostatic pressing equipment
  : Enhance the contact quality of solid-solid interfaces
• Interface modification with ALD technology
  : Atomic layer deposition technology enables precise interface engineering

QuantumScape, a leading company in the solid-state battery field, achieved a major commercial breakthrough in 2025 [3]. The company announced the signing of a joint development agreement with one of the world’s top 10 automakers, marking an important step in the practical application of its solid-state lithium metal battery technology [3].

QuantumScape completed its annual commercial roadmap goals in 2025, expanding its cooperation and licensing partnerships with automotive and technology companies, and the entire battery technology ecosystem is showing increasing interest in the new generation of solid-state lithium metal technology [3].

The investment scale of the lithium battery equipment industry will grow from 150 billion yuan in 2020 to 520 billion yuan in 2025 [0], showing a strong growth trend. This growth is mainly driven by the following factors:

: The commercialization of solid-state batteries requires new production lines and manufacturing equipment, driving a surge in demand for equipment replacement.

: To meet the explosive demand in the energy storage market, battery manufacturers are expanding production on a large scale, driving strong equipment demand.

: As a key equipment to solve the solid-solid interface problem, it is facing development opportunities driven by both technological iteration and market demand.

: Atomic layer deposition technology has broad application prospects in the interface modification of solid-state batteries, and the demand for related equipment is growing rapidly.

: With the increase in the complexity of solid-state battery production processes, the demand for high-precision and intelligent manufacturing equipment is becoming increasingly urgent.

From the chart analysis, it can be seen that 2025 is a key node for the coordinated development of three major indicators: energy storage demand, solid-state battery commercialization, and equipment investment [0]. In this year:

• Energy storage demand reaches 85GWh, an increase of 750% compared to 2020
• Solid-state battery commercialization index reaches 85, approaching commercial maturity
• Equipment investment scale reaches 520 billion yuan, 3.5 times that of 2020

: Companies focusing on special equipment for solid-state batteries are expected to obtain excess returns, especially in core technology fields such as isostatic pressing and ALD.

: Suppliers with whole-line integration capabilities and intelligent manufacturing solutions will benefit from industry upgrading demand.

: With the acceleration of solid-state battery commercialization, the demand for related technical services and testing equipment will also grow rapidly.

: Solid-state battery technology is still developing rapidly, and competition between different technical paths may bring investment risks.

: Large-scale investment may lead to phased overcapacity, so it is necessary to pay attention to the balance between supply and demand in the industry.

: Changes in new energy policies and energy storage support policies may affect the development pace of the industry.

The surge in energy storage demand and the commercialization of solid-state batteries are forming a strong synergy, jointly driving the lithium battery equipment industry to enter a new boom cycle. As a key breakthrough year in 2025, the solution to the solid-solid interface problem will clear obstacles for the mass production of solid-state batteries, while the continuous expansion of the energy storage market will provide solid support for equipment demand.

Investors should focus on equipment manufacturers with core technical advantages, especially leading enterprises in the fields of isostatic pressing equipment, ALD technology, and intelligent manufacturing. At the same time, closely track the progress of solid-state battery commercialization and the development trends of the energy storage market to grasp the structural opportunities in the industry.

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[0] Jinling API Data Analysis, Based on historical data and trend forecasts of energy storage demand growth, solid-state battery commercialization index, and lithium battery equipment investment scale

[1] Speech by Jiang Anqi, Chairman of Tianqi Lithium, Hong Kong Financial News, “Tianqi Lithium (09696.HK) Jiang Anqi Expects Global Lithium Supply and Demand to Reach Basic Balance Next Year”, November 25, 2025

[2] Bloomberg Report, “Cheaper Battery Storage Enabling ‘Anytime’ Solar, Ember Says”, December 11, 2025

[3] Benzinga Report, “QuantumScape Lands New Top-10 Auto Deal”, December 17, 2025