BYD

Type: Company (EV Manufacturing + Battery — World's Largest EV Maker)

BYD is the world's largest EV manufacturer and second-largest battery maker, advancing on two parallel battery technology fronts: all-solid-state lithium for high performance and sodium-ion for cost-optimized applications.

Solid-State Battery

• Cell capacity: 60 Ah all-solid-state cell completed (production-representative, not lab sample)
• Vehicle timeline: 2027 target for vehicle installation
• Status: First production-representative cells manufactured and offlined

Sodium-Ion Battery

• Cycle life: 10,000 cycles (3rd-gen platform) — 3-5x improvement over LFP's typical 2,000-3,000 cycles
• Application: Grid storage, industrial vehicles (forklifts — first mass-produced), low-cost EVs
• Factory scale: 50 GWh Xining factory announced; 30 GWh line commissioned
• Cost advantage: Sodium is abundant and cheap vs. lithium supply constraints
• Market recognition: Named among 2026 Breakthrough Technologies by MIT Technology Review

Manufacturing Scale

• Chongqing Bishan facility: 20 GWh production line — substantial capacity commitment
• Cost target: $70/kWh — would make EVs cost-competitive with ICE vehicles without subsidies
• Vertical integration: From raw materials to finished vehicles

Key Contributions

• 60Ah all-solid-state cell offlined from production line (BYD Solid-State & Na-Ion)
• 3rd-gen sodium-ion achieving 10,000 cycle life (BYD Na-Ion 10K Cycles)
• 20 GWh production line at Chongqing Bishan, $70/kWh target (BYD Solid-State & Na-Ion)
• 50 GWh Xining Na-ion factory; 30 GWh line commissioned (BYD Na-Ion 10K Cycles)
• First mass-produced Na-ion forklift — demonstrates industrial vehicle market (BYD Na-Ion 10K Cycles)
• Named by MIT Technology Review as leading Na-ion manufacturer (2026 Breakthrough Technology) (MIT Tech Review)

Mentioned In

• Solid-State Batteries — Dual chemistry strategy player
• Sodium-Ion Batteries — 10,000 cycle achievement; largest Na-ion producer
• Grid Energy Storage — Na-ion for grid storage economics

Related Entities

• CATL — Competitor in Chinese battery market
• Toyota — Japanese competitor, oxide/lithium-sulphide SSB
• Samsung SDI — Korean competitor, S-Line SSB pilot