BYD news
The 2026-2030 Roadmap
2026 (The "Stepping Stone" Year): BYD is currently participating in the China All-Solid-State Battery Collaborative Innovation Platform (CASIP) to standardize production. Large-scale vehicle testing and validation of full battery packs are expected to occur throughout this year.
2027 (Small-Batch Production): BYD's Investor Relations department confirmed (as of Feb 9, 2026) that sulfide-based solid-state batteries will enter small-scale production. Initial deployment is slated for high-end luxury models, specifically the Yangwang sub-brand.
2030 (Mass Market): Large-scale commercial application and integration into mass-market models (like the Seal or Atto series) are targeted for 2030.
Technical Specifications & Breakthroughs
Recent updates from BYD’s R&D division highlight several key performance targets for their sulfide-based cells:
Feature: Energy DensityPerformance Target: Reaching 400 Wh/kg, nearly double the current Gen 2 Blade Battery.
Feature: Driving RangePerformance Target: Potential for 1,000 km to 1,500 km on a single charge in premium sedans.
Feature: Fast ChargingPerformance Target: Targeted 10-12 minute charge for 80% capacity.
Feature: Cycle LifePerformance Target: Aiming for high stability, though BYD recently stole headlines by announcing a 10,000-cycle sodium-ion battery alongside its solid-state progress.


The Verdict: Who is Winning?
QuantumScape is currently delivering B-samples (more advanced testing prototypes) to multiple global OEMs and has a technical edge in "anode-free" design.
BYD is winning on vertical integration. While QS has a "Kitty Hawk moment" with a pilot line, BYD already has the supply chain to turn a breakthrough into a million cars almost overnight.
Key Risk to Watch
The "Valley of Death" for both remains yield. Moving from a pilot line (thousands of cells) to a Gigafactory (millions of cells) is where most solid-state dreams fail. BYD has a better track record of scaling (see: Blade Battery), while QuantumScape’s success is entirely dependent on partners like Volkswagen and PowerCo executing on the manufacturing side.
The race is on