The electric vehicle battery industry is focusing first on commercialising silicon anode technology rather than solid-state batteries, which are still seen as years from broad rollout. Automakers and battery companies are expanding use of silicon anodes to improve driving range and charging speed. General Motors views wider use of silicon anodes as a key short- to medium-term solution. Battery firms and EV makers cite performance gains, while efforts continue to scale production and improve cost competitiveness.

POSCO Future M said on May 20 it has secured mass production technology for silicon anode materials and is pursuing commercial supply in 2028. The company said its silicon anode material can store more than four times the energy of graphite-based anodes and that it has addressed the key commercialisation challenge of volume expansion during charging and discharging with its own technology. It also said performance was confirmed under higher mixing ratios and long cycle use.