Why Humanoid Robots May Get Solid-State Batteries Before EVs

That does not mean EV solid-state batteries are irrelevant. It means robots may be a more practical proving ground while all-solid-state battery manufacturing is still scaling ^[14].

First, the important caveat: “solid-state” is not one thing

POSCO describes an all-solid-state battery as a next-generation battery that replaces the liquid electrolyte in a lithium-ion battery with a solid electrolyte ^[1]. In market reporting, however, “solid-state” can cover a spectrum. TrendForce says semi-solid batteries have already reached GWh-scale mass production, while all-solid-state batteries are still in the several-hundred-MWh pilot-production phase, where they are being validated and optimized ^[14].

So the useful question is not whether any solid-state-adjacent cell exists. It is where next-generation solid-state batteries can first find a high-value, repeatable commercial market before they are cheap and abundant enough for mainstream EVs.

Why humanoid robots fit early solid-state batteries

1. Runtime is an obvious bottleneck

Most current humanoid robots run for only 2 to 4 hours, according to TrendForce; extending their operating time depends on hot-swappable batteries or higher-energy-density batteries such as solid-state batteries ^[10]. That makes the battery upgrade easy to value: a longer-running robot can cover more of a work cycle before charging or swapping. POSCO also says batteries have become a critical performance factor as humanoid robots gain traction in industrial settings ^[1].

2. Robots care about volume, not just cost

Gasgoo says embodied-intelligence applications have stricter demands for volumetric energy density than the EV sector ^[2]. For robots, the relevant question is not only how much energy a pack stores, but how much energy can fit into limited physical space. POSCO says all-solid-state batteries are considered a prime power source for industrial humanoid robots because of energy density and safety, despite their pre-commercial status ^[1].

3. Safety is part of the purchase logic

Because all-solid-state designs replace liquid electrolyte with solid electrolyte, they are promoted as safer as well as energy-dense in POSCO’s summary ^[1]. For industrial humanoid robots, that safety advantage is part of why all-solid-state batteries are being considered even before broad commercial maturity ^[1].

4. Early costs are easier to justify in performance-sensitive robotics

Gasgoo’s core economics are simple: EVs are cost-obsessed, while embodied-intelligence applications may tolerate performance premiums ^[2]. That matters because all-solid-state batteries are not yet at the same maturity as semi-solid batteries; TrendForce places all-solid-state production at pilot scale, not GWh-scale mass production ^[14].

Why EVs are a tougher first market

EVs are still one of the biggest long-term targets for solid-state batteries, but the sources here point to two barriers to being first: pricing pressure and manufacturing readiness. Gasgoo specifically contrasts the cost-obsessed EV sector with embodied-intelligence applications that may accept premium performance ^[2]. TrendForce, meanwhile, says all-solid-state batteries remain in several-hundred-MWh pilot production, while semi-solid batteries are the part already at GWh-scale mass production ^[14].

For mainstream EVs, that combination is difficult: the battery must be affordable, reliable and available at automotive scale. For a robot maker trying to extend short runtimes, a smaller premium cell can be attractive sooner if it materially improves uptime, packaging or safety ^[1][2][10].

Industry signals to watch

Company programs are beginning to reflect this shift. Aju Press reported in January 2026 that POSCO Future M had begun R&D on solid-state battery materials specifically targeting humanoid robots and industrial robotics ^[5]. News18A reported that MoJia Robotics under Chery plans to use Chery’s self-developed solid-state batteries, that XPeng’s next-generation IRON humanoid robot has confirmed adoption of solid-state batteries with mass production expected by the end of 2026 and commercial sales in 2027, and that GAC’s GoMate integrates all-solid-state batteries ^[3].

At the market level, the key signal is whether all-solid-state production moves beyond pilot scale. TrendForce says nearly 100 companies globally have announced solid-state battery production plans with combined capacity above 100 GWh, but it also says current all-solid-state batteries remain in pilot production ^[14]. Another practical signal is runtime: if commercial humanoids move beyond the 2–4 hour range TrendForce cites, battery chemistry and pack design will likely be central to that improvement ^[10].

Bottom line

The strongest evidence points to humanoid robots and embodied-intelligence systems as the first meaningful commercial foothold for solid-state batteries, not mainstream EVs. Robots have a visible endurance problem, stringent volumetric-energy demands, safety reasons to favor solid electrolytes and more room to justify early performance premiums ^[1][2][10]. EVs remain important, but all-solid-state batteries still need further validation, optimization and manufacturing scale before they can compete broadly in a cost-sensitive car market ^[2][14].