*This content was translated by AI.
As the commercialization of humanoid robots accelerates, battery giants around the world are entering the robot industry in earnest. Major battery makers such as CATL, BYD, and EVE Energy are seeking to combine new energy and artificial intelligence by forming an "industrial loop" that uses it as a power supply and production tool for robots.
The key to this change lies in the complementary structure in which battery companies power robots while simultaneously putting robots into production lines to verify and advance technology. At a recent conference in Guangdong Province, EVE Energy announced that it had begun putting AI digital robots and physical robot staff into the production site to build a system of "robot making batteries for robots." Although the overall framework of the battery manufacturing process is determined, there is uncertainty in detailed parameters, and the strategy is to ensure flexibility in this process by combining AI and robots.
CATL also introduced "Xiao Mo," a humanoid robot developed by its own ecosystem company Spirit AI, to its battery pack production line. The robot is responsible for the risk process of inserting a test plug with hundreds of volts of high voltage into the battery pack. This work, which was performed by workers in the past, had a high risk of safety accidents such as arc generation, but since the introduction of the robot, the success rate of insertion has stabilized to more than 99%, and the workload has increased three times compared to the previous one. In particular, "Xiao Mo" is equipped with an advanced visual-language-behavior (VLA) model to respond to material position deviations or changes in wiring status in real time and enable precise work.
The battery industry is accelerating not only robot production but also robot-specific 'power heart' development. CALB (Medium Lithium Battery) plans to complete the development of all-solid-state batteries for robots and aircraft with an energy density of 450 Wh/kg or higher by 2025, and deliver 1,000 robotic batteries from the fourth quarter of this year. Unlike conventional electric vehicle batteries, robot batteries require ultra-high energy density, high discharge rate, high safety, and wide range of temperature adaptability. Currently, humanoid robots mainly use liquid lithium batteries and run only 2 to 4 hours, but the operation efficiency is expected to improve dramatically when all-solid battery technology is introduced.
Demand for all-solid-state batteries for humanoid robots is expected to exceed 74 GWh by 2035, a growth of more than 1,000 times compared to 2026, according to market researchers. As a result, global companies such as LG Energy Solution, Panasonic, Samsung SDI, and Parasys Energy are operating strategic roadmaps to preoccupy the robot-only battery market. Parasis Energy has already delivered sulfide-based all-solid battery samples to global humanoid robot customers, and EVE Energy is strengthening its lineup by launching G26P cells with ultra-fast charging and high-energy density G26Q cells for long-term operations in the ninth quarter. In the end, it is analyzed that the breakthrough of battery technology will be the key to the popularization of humanoid robots and the success or failure of future industries.
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*This content was translated by AI.
