According to TrendForce, 2025 will be driven by the favorable impact of electric vehicles and AI, and battery and energy storage technologies will usher in innovation. With the continuous expansion of the electric vehicle market, higher requirements are put forward for the energy density, safety, and fast charging performance of power batteries. For example, solid-state battery technology, as one of the important directions of next-generation battery technology, is being actively developed and tested among major enterprises, and its energy density and safety performance have been significantly improved compared with traditional liquid batteries, and may be widely used in electric vehicles in the future.
Technological innovation in the field of electric vehicles
The rise of sodium battery technology
Sodium batteries are emerging in the electric vehicle market with significant advantages. The sodium battery electric vehicle launched by Yadea is equipped with a 48-volt 24-ampere-hour extreme sodium battery, with IP67 waterproof performance and an energy density of 145 Wh/kg, which is comparable to lithium batteries. At -20°C, the sodium battery can still maintain 92% of the charge, and it supports a three-year warranty and a service life of more than 5 years. In addition, sodium is abundant in resources and relatively low in cost, laying an economic foundation for large-scale application.
The accelerated development of solid-state batteries
Mass production of semi-solid-state batteries is expected to begin in 2024 and installation is expected to accelerate in 2025. Mass production of all-solid-state batteries is expected after 2027. In 2025, Tailan New Energy's semi-solid-state batteries plan to complete the wholesale of sample packages for mass production, and SAIC Qingtao's first all-solid-state battery mass production line is scheduled to be completed by the end of the year. The advantages of solid-state batteries are higher energy density and faster charging speed, which is expected to greatly improve the range and charging efficiency of electric vehicles in the future.
Advances in charging technology
CATL's lithium iron phosphate battery with a 4C charging rate and a charging capacity of 600 kilometers in 10 minutes is expected to be further expanded in 2025. In addition, the launch of megawatt-class charging equipment in 2024, designed for commercial trucks and passenger cars, will drive the development of high-power charging technology and alleviate range anxiety.
Figure: Dual-engine drive battery and energy storage technology innovation for electric vehicles and AI data centers
Technological innovation in the field of AI data centers
Growth in demand for energy storage installations
In 2024, the accelerated layout of AI data centers will drive the rapid growth of new energy storage installed demand. It is estimated that the new global energy storage capacity is expected to reach 86GW/221GWh in 2025, a year-on-year increase of 27%/36%. New energy storage technologies such as flow batteries, gravity energy storage, and hydrogen energy storage will also continue to emerge, providing more choices for the energy storage industry.
Artificial intelligence empowers energy storage security
In 2025, the new generation of artificial intelligence technology will be more widely used in the field of new energy storage and become a new engine for industrial development. In terms of technology research and development, artificial intelligence technology can more accurately simulate and optimize the performance of energy storage materials, and accelerate the efficient operation and intelligent management of new energy storage equipment. In terms of energy storage safety operation and maintenance, the active safety technology of monitoring and evaluating the operating status of the battery with the help of BMS, big data and other technologies, and identifying and warning the early failure of the energy storage system will become an important means to "break the situation" of energy storage safety. In addition, in the management of optical storage stations and stations, artificial intelligence technology can accurately predict and configure strategies, balance source-grid-load-storage, and improve the economic benefits of the entire system.
With the widespread application of renewable energy, AI will become an important bridge connecting power generation and energy storage, realizing efficient energy dispatch and utilization, and further promoting the development of clean energy. AI can intelligently control the charging and discharging of energy storage systems based on the power generation of renewable energy and the demand of the power grid, improving the absorption capacity of renewable energy and the stability of the power grid.
Future outlook
In 2025, the dual engines of electric vehicles and AI data centers will drive a comprehensive revolution in battery and energy storage technology. These technological advances will not only improve energy efficiency, but will also make an important contribution to sustainable development. With the gradual popularization of sodium batteries and solid-state batteries, the range and charging speed of electric vehicles will be greatly improved, alleviating users' range anxiety. At the same time, the application of AI technology in the field of energy storage will improve the safety and economic benefits of energy storage systems, and provide more reliable solutions for future energy management.
Related:
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (1)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (2)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (3)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (4)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (5)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (6)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (7)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (8)
Top 10 Key Technology Market Trends for 2025: A Forecast Analysis (9)
