The commercialization process of solid-state batteries is accelerating, and the lithium lanthanum zirconium oxygen (LLZO) market is ushering in a period of development opportunities.

According to the different electrolyte forms, lithium batteries can be divided into two categories: liquid lithium batteries and solid lithium batteries. Among them, solid-state lithium batteries can also be divided into semi-solid, quasi-solid and all-solid lithium batteries based on different technical principles. Currently, against the background of continuous upgrading of downstream market demand, solid-state batteries have become one of the important directions for the development of the lithium battery industry with their excellent safety performance, battery life, and fast charging performance.

However, due to the high degree of technical complexity, all-solid-state batteries have yet to achieve a technological breakthrough. The current solid-state battery market is mainly dominated by semi-solid-state batteries. Semi-solid battery is a transition product from liquid lithium battery to solid lithium battery. It has been successfully applied in many models such as Dongfeng E70, SERES-5, NIO ET7, Changan Deep Blue, Gaohe HiPhi X and other models, and has been commercialized. The process is accelerating.

Solid electrolyte is the core material of solid-state batteries. At present, the mainstream product in the domestic solid electrolyte market is oxide solid electrolyte. Among them, lithium lanthanum zirconium oxide (LLZO) is the main material of oxide solid electrolyte. Lithium lanthanum zirconium oxide (LLZO) refers to a chemical material made of lithium hydroxide, lanthanum oxide, and zirconium oxide, and its crystal structure is garnet type. . In 2022, domestic lithium hydroxide production will be approximately 245,000 tons; zirconium oxide production will be approximately 200,000 tons. The sufficient supply of upstream raw materials has laid a good foundation for the development of the domestic lithium, lanthanum, and zirconium oxygen industry.

According to the “China Lithium Lanthanum Zirconium Oxygen (LLZO) Industry Market Monitoring and Future Development Prospects Research Report 2023-2027” released by the Industrial Research Center shows that lithium lanthanum zirconium oxygen is one of the main materials for the production of semi-solid batteries. The amount of lithium lanthanum zirconium oxygen used in every 1Gwh semi-solid battery is about 40 tons. As the commercialization process of domestic semi-solid-state batteries continues to accelerate, the market demand for lithium, lanthanum and zirconium oxygen continues to increase. Specifically, as of now, my country has put into operation semi-solid battery mass production lines of companies such as Tailan New Energy and Guoxuan High-Tech. Against this background, the demand for lithium, lanthanum, and zirconium oxygen continues to increase, and the industry has huge potential for future development.

Lithium lanthanum zirconium oxide has the characteristics of high conductivity, wide electrochemical window and good compatibility with Li metal. As an excellent solid-state electrolyte, it has attracted market attention. However, the practical application of lithium lanthanum and zirconium oxygen in solid-state batteries still faces difficulties such as poor surface and interface stability, high interface impedance, and low discharge specific capacity, which are difficult to overcome. In the future, the industry will need to increase research and development efforts.

Industrial Analysts personnel said that at present, Chinese enterprises Qingtao Energy and Huineng Technology are in a leading position in the field of lithium, lanthanum and zirconium oxygen research. In the future In the context of the continuous acceleration of relevant research processes, my country is expected to take the lead in realizing the practicality and commercialization of lithium lanthanum zirconium oxygen solid electrolytes. Solid-state batteries are an important direction for the development of the lithium battery industry. As the commercialization process of semi-solid-state batteries continues to accelerate, lithium lanthanum zirconium oxygen is the core electrolyte material of solid-state batteries. Its related research processes are constantly accelerating, and the industry is ushering in development opportunities. Expect.