Multiple Companies Accelerate Solid-State Battery Deployment for Humanoid Robots, Speeding Up Commercialization

Recently, Joyson Electronic and Enpower Dynamics established a joint venture named Ningbo Junen New Energy, focusing on power and energy solutions for embodied intelligent agents. The company will prioritize the research, development, production, and sales of solid-state batteries tailored for humanoid robots, offering an integrated solution encompassing "cells + BMS (Battery Management System) + data services." Over the past six months, domestic and international companies across the power battery supply chain have been actively deploying solid-state batteries for robotics applications. MoJia Robotics, under Chery, plans to equip its robots with Chery’s self-developed solid-state batteries to support extended continuous operation. XPeng’s next-generation IRON humanoid robot has confirmed adoption of solid-state batteries, with mass production expected by end-2026 and commercial sales launching in 2027. GAC Group’s third-generation humanoid robot, GoMate, already integrates all-solid-state batteries delivering a 6-hour runtime, targeting limited production in 2026. Zhongqing Robotics will unveil its T800 model featuring high-performance solid-state power batteries by end-2025, offering 4–5 hours of endurance. Power battery manufacturers are also accelerating their efforts. Tailan New Energy has launched a solid-state battery solution specifically designed for embodied intelligence products, featuring high-rate discharge, fast charging, and wide-temperature operational capabilities. Farasis Energy has completed fabrication of its first-generation sulfide-based all-solid-state pouch cells, achieving an energy density of 400 Wh/kg—sufficient to power robots for 8–12 hours—and began sending samples to leading customers in September 2025. CALB has developed a solid-state battery exceeding 450 Wh/kg in energy density, planning to deliver products at a scale of thousands of units in Q4 2026. Additionally, EVE Energy, Sunwoda, WeLion New Energy, Samsung SDI, and others are advancing related R&D and mass production initiatives. According to TrendForce, global shipments of humanoid robots are projected to surpass 50,000 units in 2026, marking a year-over-year increase of over 700%. This surge will drive demand for solid-state batteries from 0.05 GWh in 2025 to 74.2 GWh by 2035. Compared to electric vehicles, humanoid robots place greater emphasis on battery energy density, safety, and size/weight constraints. Given that the total onboard battery capacity typically remains below 2 kWh, even relatively high-cost solid-state batteries represent a manageable portion of overall system costs, making them more readily acceptable in the market. Nonetheless, challenges persist: First, national standards are lacking, and key performance testing methodologies remain unharmonized. Second, rapid iteration in robot body design creates strong demand for customized batteries, hindering standardization and large-scale manufacturing. Third, the solid-state battery technology roadmap—spanning oxides, sulfides, and polymers—has yet to converge, slowing down large-scale commercialization. Despite these hurdles, stakeholders across the industry have fully mobilized, propelling solid-state batteries for robotics into a phase of substantive development.