WeLion reportedly expects to send NIO 150 kWh solid-state batteries at volume in Q2 2024

Days after Chinese automaker NIO showcased the massive range potential of its incoming 150 kWh solid-state batteries, their manufacturer, WeLion, shared some insight on when consumers can expect to see the technology roll out in mass quantities. This could herald a new era of EV mobility with safer cars that charge faster and drive farther.

Solid-state batteries remain the holy grail for OEMs as their non-volatile, lightweight, and energy-dense properties offer the performance spec consumers have long sought in their decision to ditch gas-powered vehicles once and for all.

While solid-state technology already exists and continues to evolve amongst several battery developers, the ability to scale and reach cost parity with traditional lithium-ion cells remains a massive hurdle.

Chinese OEMs are paving the way by introducing the first passenger EV models to feature the tech. For example, some vehicles with semi-solid-state cells are already for sale overseas, but we have yet to see the full potential of solid electrolyte batteries on the consumer market.

NIO ($NIO) hopes to change that with its EVs, particularly its ET7 sedan. When the flagship EV was first introduced in early 2021, NIO also unveiled a 150 kWh pack equipped with solid-state batteries from Beijing WeLion New Energy Technology, better known as WeLion.

However, the public saw few updates on the progress of the potentially revolutionary battery technology until this past May, when a filing with China’s Ministry of Industry and Information Technology revealed that two NIO SUVs and one sedan would receive battery upgrades using cells from WeLion. By the end of June, WeLion held a ceremony with NIO to commemorate the progress of the potentially revolutionary battery technology.

Earlier this week, NIO founder, chairman, and CEO William Li took an ET7 equipped with WeLion’s solid-state batteries out for a range test and successfully drove 1,044 km (650 miles) with 3% battery remaining.

Now that we’ve seen the range potential of the solid-state packs in real-world driving situations, WeLion has shared that it expects to begin mass production of the packs next year.

NIO may be first to offer EV lineup with solid-state batteries

According to a report from Chinese media outlet Jiemian, WeLion has made plenty of progress on its 360 Wh/kg solid-state batteries for NIO and is planning to deliver them in mass quantities by April 2024. Per WeLion:

The company expects to supply semi-solid-state batteries to Weilai (NIO) in bulk in April next year. The specific scale will be determined based on Weilai’s needs, and it should be a gradual climb.

NIO will use the solid-state batteries in a cell-to-pack (CTP) design that removes the need for modules, thus further increasing energy density and, as a result, all-electric range. While we’ve already seen the technology propel NIO’s ET7 sedan, we should expect to see solid-state batteries in plenty more of its current and upcoming models.

As we reported back in October, NIO’s initial tests with WeLion’s energy-dense cells led the automaker to file plans to expand the battery upgrades to 11 additional EV models. This Saturday, during its annual NIO Day event, the automaker will unveil its most premium model to date – an executive flagship sedan called the ET9. No word yet on whether that EV will offer the solid-state CTP technology, but it would make sense given the sedan is expected to debut as NIO’s most technologically advanced offering to date.

We will learn more as we venture into 2024 and approach WeLion’s Q2 mass production target.