Chery’s 600 Wh/kg Solid-State Battery: EV Game-Changer?
New news has emerged from China, from Cherry, which is actually, I believe, the second fastest growing large car company in the world this year. And this new news is kind of scary if you have to compete with Cherry, whether you’re a battery manufacturer or even just a car manufacturer, because Cherry make cars. So, why is this scary? Well, because Cherry don’t make things up. They make pretty good cars and now they say that they have a solid state battery with 600 W hours per kilogram of energy density. Meaning this battery has about double the energy density of the next highest energy density battery currently in existence in the EV market. Double. Yeah. I mean, this isn’t like the some of the solid state batteries we’ve been talking about on this channel over the last 6 months that have an energy density of, say, 350 to 400 W hours per kilogram. This is 600 W hours per kilogram. And this is a manufacturer that sells electric cars in the budget to affordable sector. I mean, imagine if these guys came out with, say, a mid-range EV that was, you know, relatively affordable for the common man. I see myself as being, you know, someone who would be interested in this. Imagine if they came out with this and they’re like, “Well, guys, we got a it’s a pretty small battery. It’s only a 50 kWh battery. It’s going to make your EV lighter than pretty much every internal combustion car on the market. And you’re going to have probably probably about 600 mi of range, 1,000 km. But if you want a bit more, pay a bit extra. You can get an extra 200 km of range if you want it. I mean, this is the new era. Things are about to change. And I know a lot of people are going to say, “No, they’re not. No, everyone’s talking about solid state batteries. It’s never going to happen. The naysayers will always exist, but technology will always change. We cannot stop change. People hate change. So having this discussion today with Lee from Reync Solar, the CEO of one of the biggest solar and battery companies in Australia and he’s saying people don’t like change. Why are more people not buying EVs? Cuz they can’t handle change. Hello my friends. Welcome to the channel. I’m Sam Evans and I’ll be at the Sydney International Motor Show next weekend and I’ve got a 100 free tickets for you guys. I had 100 before they went very quickly. About 100 more free tickets. I’ll put a link in the description if you want to get those. Um, just click on that link. YouTube’s new algorithm means that you’re often not getting all of our videos in your feed. There’s 7,500. I’m pretty sure you’re probably not seeing a lot of them. In the description, there is a link to our newsletter. Click on that and you can get an update every day of all the latest news in the electric car industry. 2025 Cherry Global Innovation Conference just held yesterday. Uh it was in Woohoo. Uh Cherry unveiled their new solidstate battery module that achieves a cell energy density of 600 W hours per kilogram. So this wasn’t a secret Toyota module where they’ll never show it to you, but say it’s coming out every year for the last 15 years. I’m not exaggerating, by the way. Where? Why? Why is Cherry show showing us this battery, unveiling the prototype, showing people the module, but Toyota, it’s all hush. Can’t see it. Don’t want to show it to you. Toyota is saying they’re going to be first to market. They just said that, I believe, 2 days ago. They’re going to be first to market. They’re going to beat everyone else, but they’ve been saying this since 2014. So, I’m I’m very skeptical. Anyhow, this is the highest energy density battery we know of that’s actually been shown to the market to us to humans. Um, yeah, the Cherry Solid State Battery Research Institute developed the module and adopted an insitu polymerized solar electrolyte system paired with a lithium rich maganese cathode material. So, very interesting here, a polymerized solid electrode. I’m not exactly sure um what the solid electrode is made of, but the manganese cathodes. That’s interesting. It’s kind of combining that concept that Tesla’s had for a long time with the lithium manganese rich batteries. And obviously General Motors now they’re using manganese cathodes as well in their lithium batteries, not solid state, but their traditional sort of lithium batteries. or Cherry said the cell maintained power delivery even after extreme abuse tests such as nail penetration um drilling into it with a power drill and it didn’t catch fire or produce smoke. Vehicles equipped with this technology could theoretically exceed 1500 km on a single charge with real world driving ranges expected to reach around 1,300 km. if you want that. I mean, you can get that with a petrol or gasoline diesel car today, but very few people would even want a petrol tank or gasoline tank capable of delivering them 1300 km of range. So, I don’t think that’s going to happen very quickly. I think we’re going to be looking at a lot less range than that. But theoretically, if Cherry wanted to, they wanted to come out with a bang and just shock everyone, they could make an EV with 1300 km of range, assuming this battery is ready for market. You know, I mean, I’m going to guess it’s going to take a couple of years because the last solid state battery that Cherry, the one that they’re actually testing in their EVs right now, it has an energy density of 350 W hours per kilogram. This is nearly double that. So, I’m going to guess that this is like a new version of that battery. The company reaffirmed its plan for a pilot operation in 2026 and a broader roll out in 2027. But I don’t know if that broader roll out is a reference to this new battery or the existing battery they’ve been testing now for a very long time. I think it’s probably the 350Wh per kilogram battery coming out in 2027. My impression is that this newer 600watth per kg energy density battery would probably be more like 2028, 2029, further down the road. If this happens, then Cherry will have the best sol battery on the market in terms of energy density. This clearly outperforms everyone. There’s no one else. Factorial, BOD, Kadel, Toyota, Niss. It’s like watching a Disney movie when I mentioned Toyota and Niss. Anyway, it’s like a fantasy, you know. At the launch comes on the heels of Cher’s strong year says KU’s China in both exports and revenue. Do you want to make sorry sorry guys I got to keep keep a straight face. If you’ve been promising something since 2014 why has everyone give Toyota a free pass on this? I don’t understand why why do we smash the the out of Tesla? Tesla promised us this in 2019 and we say nothing about Toyota promising us these EVs with solidstate batteries for the last 12 years. 12 years. And they’re still doing it. They’re still saying they’re going to be first to market next year, next year, next year. I mean, guys, I mean, if we’re going to call up Tesla for their promises, you’ve got to do the same. You can’t just like pick and choose who you want to criticize. Come on. Anyway, Cherry, they shipped 137,000 vehicles overseas in September, up 26% yearonear, marking the fifth consecutive month with exports above 100,000. In the first half of 2025, Car News China says that Cher’s revenue reached 141.6 billion UN, which is 19.5 billion US, up 26% from a year earlier. And actually a lot of money has been from Cherry actually did an IPO in Hong Kong went public and a lot of the money from that IPO is going into the in basically the development of solar state batteries. Heaps massive percentage I think it’s 25% of the funds so we’re talking billions of dollars. Now this reveal says Caruse China follows Toyota’s partnership with Sumitomo Metal Mining to accelerate production of cathode materials for its own solid or solid state batteries. Don’t know what the energy density is. Toyota won’t tell us. Basically the only company that won’t reveal this information reflecting a global race though toward commercialization of solid state. According to EV tank, worldwide solar state battery shipments are projected to reach 614 gawatt hours by 2030 guys representing more than 10% of total output and a market size exceeding 34 billion US. EV tank, how the hell do you guys know these exact I mean this is the wackiest thing ever. EV tank claim that solid state battery shipments will be exactly 614 gwatt hours by 2030. That is like just picking any number. Just stick a number in a hat, pick one out. Yeah, I’ll go with that. 614 exactly. I mean, maybe if they had come out and said 500 plus, I’ I say, “Yeah, maybe possible.” But 614 to be exact. 614.2 is it EV tank? Anyway, Chinese research teams have shown progress. A Singuar University group developed a 604 watt hours per kilogram soft pack, whatever that means, solid state cell using a fluuropoly ether base electrolyte that withtood both puncture and 120° C high temperature test. And this is another yet another innovation which is going to take a few years to get to market, but I’m assuming it probably will. So what about the prices, guys? Interesting. Cost is the issue for solid state. As I’ve been saying now since I started this channel, four and a half years. Solid state battery prices are estimated to be 2.8 times more than that of a liquid electrolyte lithiumion pack um due to costly sulfide materials, low production yields, you know, not not mass-producing large numbers, but 2.8 times more. I don’t actually believe that. And I think it’s probably going to be more like 5 to 10 times more for the first couple of years, which is why I’ve said when they first come out, it’s more likely that Cherry won’t bring them out. In affordable cars or mid-range cars are more likely to be expensive. But those costs, even if they’re right, even if it’s 2.8 times higher, by the time these solidstate batteries get to market, we will be seeing, we’re already seeing them. Kad’s sodium batteries. They’re already making them in their hybrids. They got the sodium combined with lithium ion phosphate battery cells that are going into a lot of different e-res and plug-in hybrids right now. So the new sodium battery from Kadel, that’s what will be on the market and that’s going to be about probably 40% cheaper than lithiumion phosphate. 2.8 times higher than lithiumion batteries, probably five times higher than the price of a sodium battery. So the question is how many people want to pay five times more? Not many. So I think the market will remain relatively small. Therefore, I think the idea that solid state batteries will represent 10% of the market in 2030 is completely fanciful. Uh and I have I’ve got to say I might have even quoted those numbers in the past. But really, let’s be realistic. If the price is that much higher, it’s not going to be that it’s not going to be that big of a market until mass mass production. We’re talking like, you know, production lines putting out millions of cells and then we’re talking the price will start to reduce significantly. This battery, honestly, Cherry, if you’ve really got it, if this is really coming to market, it could. No one knows. I They did show a prototype, which is cool, but we really don’t know how far along they are with this battery. But if they do have this, Cherry stock price should be worth double because I mean, when it comes to the battery market, lithium phosphate batteries in the future, they’re going to be worth nothing. You got your own great lithiumion phosphate batteries. Um there’s some great ones on the market. There really is some fantastic ones. I mean the golden brick battery from J is great. Uh even Kad’s own lithium phosphate batteries are really good. But the truth is they can’t compete with sodium. So the only way to really do anything in the battery industry now is well KDLE they don’t yet have a solid state battery. So take this section of the market. That’s the section of the market to go after, I think. Guys, what are your thoughts on this? Would you want question? Would you want an EV with 600 miles of range, 1,000 km, or would you pay a bit less to get say, I don’t know, 500 miles of range? To me, I’d take the 500. I don’t think the 600 miles is necessary. Um, but it’s exciting, isn’t it? The future of this industry is just awesome. Let me know you what you your answers and what you think in the comments. Thanks for watching. [Music]
Chery’s 600 Wh/kg Solid-State Battery: EV Game-Changer?
Chery has unveiled a 600 Wh/kg solid-state battery, a breakthrough that could double EV range and dramatically reduce charging times. If mass-produced, this technology could make Chery a serious global contender and redefine the future of electric mobility.
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Chery unveils 600 Wh/kg solid-state battery module targeting 1,300 km range
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