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Toyota Only Plans to Make Enough Solid-State Batteries for 10,000 Cars in 2030

Posted on November 21, 2023

Earlier this month, Toyota announced a production partnership with Idemitsu Kosan, a petrochemical company with which it will manufacture solid-state batteries. These batteries will use a “flexible, highly adhesive, and crack-resistant solid electrolyte material” made of ceramic-like sulfides to bring comprehensive improvements over lithium-ion battery chemistry, the current standard. Solid-state offers more energy density, reducing weight and boosting performance, while allowing faster charging and less risk of fire. It seems to be a win-win, so when’s it coming to cars you and I can buy?

Lexus Electrified Sport Concept. Lexus

Toyota previously promised to launch its first solid-state BEV in the mid-late 2020s, and it now has a timeline for manufacturing. The two companies will begin pilot production in financial year 2027, wherein they will produce several hundred tons of the new electrolyte. In 2030, they plan to enter a “mass production phase” generating several thousand tons annually—but if you know your EV batteries, you’ll know that’s not exactly a lot.

Lexus LF-ZC Concept

Lexus LF-ZC Concept. Lexus

While it’s common for new technologies to debut on expensive models and make their way downward with refinement, Toyota’s production capacity makes clear this won’t happen any time soon. Even a decade out, it’s unlikely many EVs will be powered by these promising new batteries.

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