- The collaboration will focus on joint R&D of high-performance materials for next-generation solid-state batteries, covering multiple core materials.
- Gotion has already established its first 0.2 GWh pilot production line for its Gemstone solid-state battery.
China's power battery giant Gotion High-tech (SHE: 002074) has partnered with German chemical giant BASF to develop solid-state battery technology, as next-generation batteries are poised to enter mass-produced vehicles within the next year or two.
The two companies recently signed a strategic cooperation memorandum in Hefei, Anhui —Gotion's headquarters city — to jointly develop next-generation solid-state battery technology, according to a statement by the battery manufacturer on Tuesday.
The collaboration will focus on joint R&D of high-performance materials for next-generation solid-state batteries, covering multiple core materials, as well as overcoming technical bottlenecks in the commercialization process of solid-state batteries, Gotion said.
Gotion did not provide further details on the collaboration, which builds upon its 13-year partnership with BASF.
Currently, Gotion has established its first 0.2 GWh pilot production line for the Gemstone all-solid-state battery, achieving a yield rate exceeding 90% and an energy density of 300 Wh/kg, the company said, reiterating previously disclosed information.
Gotion unveiled its Gemstone all-solid-state battery at the 13th technology conference on May 17, 2024, marking its official entry into this new battery sector.
The all-solid-state battery would commence small-scale production and vehicle integration testing in 2027, with mass production anticipated by 2030, Pan Ruijun, head of Gemstone R&D, told media including CnEVPost during the event.
Several major Chinese battery manufacturers, including CATL (HKG: 3750, SHE: 300750) and BYD (HKG: 1211, OTCMKTS: BYDDY), are targeting similar 2027 timelines for small-scale production of all-solid-state batteries.
Gotion, one of the largest EV battery manufacturers, ranked fifth globally with a 4.5% market share and 53.5 GWh of battery installations in 2025, according to data from South Korean market research firm SNE Research.
| Company | Market Share (%) | Installations (GWh) |
|---|---|---|
| CATL | 39.2% | 464.7 |
| BYD | 16.4% | 194.8 |
| LG Energy Solution | 9.2% | 108.8 |
| CALB | 5.3% | 62.8 |
| Gotion High-tech | 4.5% | 53.5 |
| SK On | 3.7% | 44.5 |
| Panasonic | 3.7% | 44.2 |
| Eve Energy | 2.6% | 31.3 |
| Samsung SDI | 2.4% | 28.9 |
| Svolt | 2.4% | 28.5 |
| Others | 10.5% | 124.9 |
