BYD

Humanoid Robots to Have a 14-Fold Market Expansion in 5 Years

The article highlights the rapid growth of the humanoid robot market through 2035, emphasizing a projected $10 billion opportunity in sensory components, especially tactile sensors, LiDAR, and cameras, as demand for dexterous and spatially aware robots increases

Upcoming Webinar on Humanoid Robots

Webinar Title: Humanoid Robots: Early Adopters, Technologies, Challenges and Outlook Date: Tuesday 3 June 2025 Presenter: Yulin Wang, Senior Technology Analyst, IDTechEx

China Pushes Ahead in Battery Technology Race

This article discusses battery innovations in China and the role next-generation battery technologies play in improving battery performance and in enabling Europe and North America to build competitive battery industries.

Fast Growth of Humanoid Robots in the Automotive & Logistics Industry

By 2025, major automotive players such as Tesla and BYD are set to scale humanoid robot deployment over 10x, paving the way for a projected 1.6 million units in use across the industry by 2035, according to IDTechEx. While current unit costs exceed US$100,000, prices are forecast to drop to US$20,000, driving broader adoption in both the automotive and logistics sectors.

Sodium-ion: The Battery Built for Trade Resilience

In a world where energy security increasingly intertwines with national security, the global battery supply chain has become a critical focal point of international tensions. As trade barriers rise and geopolitical rivalries intensify, sodium-ion battery technology emerges as a strategic alternative that promises greater self-reliance and reduced vulnerability to global supply chain disruptions.

The Case for Fuel Cell Electric Vehicles: Efficiency and Scalability

With rapid charging becoming common and more powerful for battery electric vehicles, IDTechEx assesses whether this makes fuel cell electric vehicles less appealing in comparison.

Sodium-ion Batteries for Grid-Scale Applications

Sodium-ion batteries are emerging as a promising solution for grid-scale energy storage, particularly in applications like time shifting, congestion relief, flexible ramping, and frequency regulation, where efficiency and cycle life are crucial. While lithium iron phosphate (LFP) batteries currently dominate due to low costs and widespread adoption, Na-ion offers advantages in high C-rate performance and long-duration storage (4-10 hours). Although installed capacity remains below 300 MWh in China as of early 2025, ongoing demonstration projects and new product launches could drive further adoption. Key players like CATL, HiNa, BYD, Great Power, and Hithium are improving energy density, cycle life, and temperature performance, aiming to bring Na-ion closer to LFP parity by 2026. Additionally, U.S. research initiatives, including the Sodium-Ion Alliance for Grid Energy Storage (SAGES) and Argonne's $50M consortium, are working to develop low-cost, high-performance Na-ion batteries for stationary applications. As cost reductions, scaling, and technological advancements continue, sodium-ion could become a competitive alternative in grid-scale storage markets.

Micro EVs: Lead-Acid Batteries on The Way Out, Li-ion to Dominate

Early electrification work for micro EVs was carried out using Pb-acid batteries, but a fast transition toward Li-ion dominance is now underway. This article highlights key factors that will drive this critical transition over the next 20 years.

Next-Generation Battery Technologies Key to Accessing US$400b Market

The global market for Li-ion battery cells alone is forecast to exceed US$400 billion by 2035. This article highlights the importance of cathode materials and next-generation Li-ion technologies in improving battery performance and diversifying Li-ion battery material supply chains.

Unpacking BYD's Super-e Platform Technology

This premium article breaks down the BYD Super-E Platform in detail. It provides insights into its componentry and highlights both innovations and challenges.

Envirostream

Envirostream is a Li-ion battery recycler, based in Australia, and is the wholly owned subsidiary of Lithium Australia.

The Evolution of the EV Battery Cover Towards Composites

IDTechEx discusses the pros and cons of composite EV battery covers, as well as innovations, current market adoption and an outlook for future adoption.

Sodium-ion Market Updates From China

China is at the forefront of sodium-ion battery (Na-ion) development, with strong government support, industry investment, and technological innovation driving its growth. Home to the majority of Na-ion companies, China leads in patents (84% of global filings) and is accelerating commercialization through capital alliances and large-scale production plans. The 14th Five-Year Plan prioritizes Na-ion research, with a 100 MWh-class energy storage system targeted by 2025. Key players like CATL, BYD, and HiNa are scaling production, but actual output remains low—0.9 GWh in 2023 to 2.4 GWh in 2024, well below the 50-100 GWh targets for 2025. Scaling challenges include cell quality, energy density, and cycle life improvements, while falling LFP battery costs and supply chain uncertainties add further hurdles. Despite these obstacles, China's Na-ion industry is rapidly evolving, positioning the technology as a viable low-cost, sustainable alternative to lithium-ion.

How The Aerogels Market Will Evolve Over The Next Decade

Since 2020, the emergence of aerogels as a fire protection material for electric vehicle (EV) batteries has provided a new and rapidly growing opportunity for the aerogel market. According to the latest IDTechEx market report, "Aerogels 2025-2035: Technology, Market, Forecasts", the adoption in EV thermal barriers has helped drive the aerogels market to exceed US$1 billion in 2025.