Solid‑state batteries near market
Volkswagen, with a Chinese supplier, is developing solid‑state batteries it says could let future EVs reach about 620 miles in all weather — a step that would materially shift EV range economics, reported. QuantumScape also says it hit key 2025 production milestones with its Eagle pilot line and Cobra process and is exploring non‑auto markets, signaling that commercialization of next‑gen batteries is accelerating, reported noted.
Gotion [has begun on‑road testing] (electrek.co) of its GEMSTONE all‑solid‑state cells and the company cites an energy‑density target near 350 Wh/kg for the chemistry behind those pilot packs. (autoblog.com) The maker already runs a pilot line with roughly 0.2 GWh annualized capacity and [says] (electrive.com) those pilot cells have been integrated into vehicles for public‑road evaluation. (electrive.com) Volkswagen [acquired a roughly 26% stake] (volkswagen-group.com) in Gotion in May 2020 for about €1.1 billion and has been collaborating with the supplier on cell industrialization and the planned Salzgitter cell hub. (volkswagen-group.com) QuantumScape [completed installation] (quantumscape.com) of key equipment for its Eagle pilot line on December 9, 2025, positioning the Eagle as the company’s automated blueprint for higher‑volume QSE‑5 cell production. (quantumscape.com) The company [integrated its Cobra separator process] (quantumscape.com) into baseline production in June 2025, a step the firm says accelerates heat‑treatment roughly 25× and shrinks process footprint versus its prior Raptor approach. (finance.yahoo.com) QuantumScape [reported] (fool.com) $19.5 million in customer billings for 2025, year‑end liquidity near $970.8 million, shipments of Cobra‑enabled QSE‑5 samples to partners, and an explicit 2026 goal to “expand into new high‑value markets” beyond automotive. (fool.com) Gotion [has started design work] (carnewschina.com) on a 2 GWh mass‑production line even as it scales pilot output, while QuantumScape [frames] (electrive.com) Eagle+Cobra as a licensing‑friendly blueprint intended to be transferred to gigawatt‑scale manufacturing partners. (electrive.com)
