<ul>
<li>TrendForce 预测，未来十年人形机器人对固态电池的需求可能会增长数千倍。</li>
<li>对人形机器人长时间续航和高负载操作的需求增加，可能会推动固态锂电池成为主流解决方案。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012810285441.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012810285441.jpg"/></p>
<p>（一款 Unitree 人形机器人于 2025 年 8 月参加了一项体育活动。图片来源：Unitree）</p>
<p>随着技术的成熟，人形机器人对固态电池的需求在未来十年内有望实现爆炸性增长。</p>
<p>市场研究公司 TrendForce 预计，到 2035 年，人形机器人对固态电池的需求可能超过 74 GWh，较 2026 年增长数千倍，报告今天发布。</p>
<p>报告指出，随着人形机器人在 2026 年达到商业化的关键点，作为能源来源的电池将变得更加重要。</p>
<p>加入我们的 Telegram 或 Google News</p>
<table>
<thead>
<tr>
<th>年份</th>
<th>需求 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025</td>
<td>0.01</td>
</tr>
<tr>
<td>'26e</td>
<td>0.05</td>
</tr>
<tr>
<td>'27e</td>
<td>0.3</td>
</tr>
<tr>
<td>'28e</td>
<td>1.3</td>
</tr>
<tr>
<td>'29e</td>
<td>3</td>
</tr>
<tr>
<td>'30e</td>
<td>8.6</td>
</tr>
<tr>
<td>'35e</td>
<td>74.2</td>
</tr>
</tbody>
</table>
<p>人形机器人固态电池需求预测 2025-2035</p>
<p>人形机器人固态电池需求预测</p>
<p>目前，人形机器人主要使用液态锂电池。然而，随着对延长续航和高负载操作的需求增加，TrendForce 表示，高能量密度的固态锂电池将成为主流解决方案。</p>
<p>TrendForce 预测，全球人形机器人出货量将在 2026 年超过 50,000 台，年增长率超过 700%。</p>
<p>高镍三元锂电池（NMC/NCA）仍然是机器人领域的主流选择，因为其相对较高的能量密度。</p>
<p>与此同时，锂铁磷（LFP）电池因其成本优势而受到青睐，主要用于对续航要求较低的对话机器人，报告指出。</p>
<p>目前大多数产品的运行时间为 2-4 小时，电池容量通常低于 2 kWh。例如，Unitree H1 配备 0.864 kWh 的电池，提供不到四小时的静态操作，而特斯拉（NASDAQ: TSLA）的 Optimus Gen2 配备 2.3 kWh 的高镍三元电池系统，动态运行时间约为两小时。</p>
<p>为了将续航时间延长至 5-8 小时，可以采用电池更换策略。例如，Agility Robotics 的 Digit 和 Apptronik 的 Apollo 利用即插即用技术，实现无需系统重启即可更换电池，以达到理论上的 24 小时连续运行，报告称。</p>
<p>另一种方法是通过高能量密度电池技术提高电池容量。像小鹏（NYSE: XPEV, HKG: 9868）Iron、广汽 GoMate 和 Engine AI T800 等机器人选择了固态电池，显著延长了其续航时间超过 4 小时。</p>
<p>TrendForce 指出，人形机器人的核心技术仍在快速迭代中，为定制电池的发展带来了重大不确定性。</p>
<p>此外，由于人形机器人仍处于商业化的早期阶段，行业的主要目标是识别适合大规模商业部署的场景，而电池续航的提升则是次要任务，TrendForce 表示。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011911145829-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011911145829-768x432.jpg"/></p>
<p>小鹏生产首款符合汽车标准的机器人原型</p>
<p>小鹏已完成首款符合汽车标准的机器人原型的开发，标志着今年大规模生产人形机器人的重要一步。</p>

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<p>TrendForce 预测，到 2035 年，类人机器人对固态电池的需求可能达到 74 GWh，较 2025 年的 0.01 GWh 大幅增长。这一增长源于对更长续航和高负载操作的需求。随着类人机器人在 2026 年接近商业化，固态锂电池预计将成为主流能源，超越当前的液态锂电池。报告指出，全球类人机器人出货量将在 2026 年超过 50,000 台，预计年增长率超过 700%</p>

<blockquote>
<ul>
<li>TrendForce forecasts that demand for solid-state batteries in humanoid robots could grow thousands of times over the next decade.</li>
<li>Increasing requirements for long endurance and high-load operation in humanoid robots are likely to propel solid-state lithium batteries toward becoming the mainstream solution.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>TrendForce 预测，未来十年人形机器人对固态电池的需求可能会增长数千倍。</li>
<li>对人形机器人长时间续航和高负载操作的需求增加，可能会推动固态锂电池成为主流解决方案。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012810285441.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012810285441.jpg"/></p>
<p>(A Unitree humanoid robot participated in a sports event in August 2025. Image credit: Unitree)</p>
<div class="lb-trans"><p>（一款 Unitree 人形机器人于 2025 年 8 月参加了一项体育活动。图片来源：Unitree）</p>
</div><p>Demand for solid-state batteries in humanoid robots is poised for explosive growth over the next decade as technology matures.</p>
<div class="lb-trans"><p>随着技术的成熟，人形机器人对固态电池的需求在未来十年内有望实现爆炸性增长。</p>
</div><p>Market research firm TrendForce projects humanoid robots' demand for solid-state batteries could exceed 74 GWh by 2035, representing thousands of times growth compared to 2026, according to a report released today.</p>
<div class="lb-trans"><p>市场研究公司 TrendForce 预计，到 2035 年，人形机器人对固态电池的需求可能超过 74 GWh，较 2026 年增长数千倍，报告今天发布。</p>
</div><p>As humanoid robots reach a critical point for commercialization in 2026, batteries serving as energy sources will gain greater importance, the report noted.</p>
<div class="lb-trans"><p>报告指出，随着人形机器人在 2026 年达到商业化的关键点，作为能源来源的电池将变得更加重要。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p>
</div><table>
<thead>
<tr>
<th>Year</th>
<th>Demand (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025</td>
<td>0.01</td>
</tr>
<tr>
<td>'26e</td>
<td>0.05</td>
</tr>
<tr>
<td>'27e</td>
<td>0.3</td>
</tr>
<tr>
<td>'28e</td>
<td>1.3</td>
</tr>
<tr>
<td>'29e</td>
<td>3</td>
</tr>
<tr>
<td>'30e</td>
<td>8.6</td>
</tr>
<tr>
<td>'35e</td>
<td>74.2</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>年份</th>
<th>需求 (GWh)</th>
</tr>
</thead>
<tbody>
<tr>
<td>2025</td>
<td>0.01</td>
</tr>
<tr>
<td>'26e</td>
<td>0.05</td>
</tr>
<tr>
<td>'27e</td>
<td>0.3</td>
</tr>
<tr>
<td>'28e</td>
<td>1.3</td>
</tr>
<tr>
<td>'29e</td>
<td>3</td>
</tr>
<tr>
<td>'30e</td>
<td>8.6</td>
</tr>
<tr>
<td>'35e</td>
<td>74.2</td>
</tr>
</tbody>
</table>
</div><p>Humanoid Robot Solid-State Battery Demand 2025-2035</p>
<div class="lb-trans"><p>人形机器人固态电池需求预测 2025-2035</p>
</div><p>Humanoid robot solid-state battery demand forecast</p>
<div class="lb-trans"><p>人形机器人固态电池需求预测</p>
</div><p>Currently, humanoid robots primarily utilize liquid lithium batteries. However, increasing demands for extended endurance and high-load operations will drive high-energy-density solid-state lithium batteries to become the mainstream solution, TrendForce said.</p>
<div class="lb-trans"><p>目前，人形机器人主要使用液态锂电池。然而，随着对延长续航和高负载操作的需求增加，TrendForce 表示，高能量密度的固态锂电池将成为主流解决方案。</p>
</div><p>TrendForce forecasts global humanoid robot shipments will surpass 50,000 units in 2026, marking an annual growth exceeding 700%.</p>
<div class="lb-trans"><p>TrendForce 预测，全球人形机器人出货量将在 2026 年超过 50,000 台，年增长率超过 700%。</p>
</div><p>High-nickel ternary lithium batteries (NMC/NCA) remain the mainstream choice for robotics due to their relatively high energy density.</p>
<div class="lb-trans"><p>高镍三元锂电池（NMC/NCA）仍然是机器人领域的主流选择，因为其相对较高的能量密度。</p>
</div><p>Meanwhile, lithium iron phosphate (LFP) batteries, favored for their cost advantages, are predominantly used in conversational robots with lower endurance requirements, the report observes.</p>
<div class="lb-trans"><p>与此同时，锂铁磷（LFP）电池因其成本优势而受到青睐，主要用于对续航要求较低的对话机器人，报告指出。</p>
</div><p>Most current products offer 2-4 hours of runtime with battery capacities generally below 2 kWh. For instance, the Unitree H1 features a 0.864-kWh battery providing less than four hours of static operation, while Tesla's (NASDAQ: TSLA) Optimus Gen2, equipped with a 2.3 kWh high-nickel ternary battery system, maintains about two hours of dynamic runtime.</p>
<div class="lb-trans"><p>目前大多数产品的运行时间为 2-4 小时，电池容量通常低于 2 kWh。例如，Unitree H1 配备 0.864 kWh 的电池，提供不到四小时的静态操作，而特斯拉（NASDAQ: TSLA）的 Optimus Gen2 配备 2.3 kWh 的高镍三元电池系统，动态运行时间约为两小时。</p>
</div><p>To extend endurance to 5-8 hours, battery swap strategies can be employed. For instance, Agility Robotics' Digit and Apptronik's Apollo leverage plug-and-play technology, enabling battery replacement without system reboot to achieve theoretical 24-hour continuous operation, according to the report.</p>
<div class="lb-trans"><p>为了将续航时间延长至 5-8 小时，可以采用电池更换策略。例如，Agility Robotics 的 Digit 和 Apptronik 的 Apollo 利用即插即用技术，实现无需系统重启即可更换电池，以达到理论上的 24 小时连续运行，报告称。</p>
</div><p>Another approach involves boosting battery capacity through high-energy-density battery technology. Robots like Xpeng (NYSE: XPEV, HKG: 9868) Iron, GAC GoMate, and Engine AI T800 have opted for solid-state batteries, significantly extending their endurance to over 4 hours.</p>
<div class="lb-trans"><p>另一种方法是通过高能量密度电池技术提高电池容量。像小鹏（NYSE: XPEV, HKG: 9868）Iron、广汽 GoMate 和 Engine AI T800 等机器人选择了固态电池，显著延长了其续航时间超过 4 小时。</p>
</div><p>TrendForce notes that core humanoid robot technologies are still undergoing rapid iteration, creating significant uncertainty for customized battery development.</p>
<div class="lb-trans"><p>TrendForce 指出，人形机器人的核心技术仍在快速迭代中，为定制电池的发展带来了重大不确定性。</p>
</div><p>Additionally, as humanoid robots are in the early stages of commercialization, the industry's primary goal is identifying scenarios suitable for large-scale commercial deployment, with battery endurance improvements being a secondary task, according to TrendForce.</p>
<div class="lb-trans"><p>此外，由于人形机器人仍处于商业化的早期阶段，行业的主要目标是识别适合大规模商业部署的场景，而电池续航的提升则是次要任务，TrendForce 表示。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011911145829-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026011911145829-768x432.jpg"/></p>
<p>Xpeng produces 1st robot prototype developed to automotive standards</p>
<div class="lb-trans"><p>小鹏生产首款符合汽车标准的机器人原型</p>
</div><p>Xpeng has completed its first robot prototype developed to automotive standards, marking a crucial step toward mass-producing humanoid robots this year.</p>
<div class="lb-trans"><p>小鹏已完成首款符合汽车标准的机器人原型的开发，标志着今年大规模生产人形机器人的重要一步。</p>
</div>

Demand for solid-state batteries in humanoid robots could reach 74 GWh by 2035, TrendForce says

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TrendForce 称，到 2035 年，人形机器人对固态电池的需求可能达到 74 GWh