
cover
- Published: October 2026
- Pages: 442
- Tables: 84
- Figures: 60
Artificial intelligence is rapidly becoming a core technology across the battery value chain. It is changing how batteries are discovered, designed, tested, manufactured, managed, reused and recycled. The market for AI-driven battery technology spans AI software, AI-enabled services and AI-specific hardware, such as vision inspection systems and edge-AI battery management processors. It is set for strong growth over the next decade, as battery demand expands and AI becomes embedded in every stage of the lifecycle. The past twelve months have marked a turning point. AI has moved from pilot projects to company-wide transformation programmes at the world's leading cell makers, with targets for large productivity gains and AI governance overseen at board level. Recent developments include:
- Generative AI in R&D. Materials foundation models and generative design tools have entered commercial battery R&D. Battery developers now offer AI-driven materials discovery platforms that screen millions of candidate electrolytes and electrode materials.
- Sodium-ion. Sodium-ion batteries have entered mass production for passenger vehicles. Solid-state batteries are approaching commercial launch, and both chemistries rely heavily on AI-accelerated development.
- Regulation and trade. The EU battery passport, due from February 2027, is turning battery state-of-health data into a regulated asset. Export controls on advanced battery technology have made data, models and process know-how matters of national strategy.
- New demand. AI data centres, humanoid robots, drones and electric aircraft have emerged as new sources of battery demand. Each needs sophisticated battery intelligence.
Looking ahead, the fastest growth is expected in:
- Second-life assessment, as the first large wave of retired EV batteries arrives after 2030;
- Recycling, under circular-economy regulation;
- Digital twins, linking data across the battery lifecycle;
- Materials informatics, driven by next-generation chemistries.
Stationary storage and data centres are becoming the fastest-growing customer groups. On-edge AI will take a rapidly rising share of battery analytics as neural processors spread through battery management hardware. Adoption will follow three waves:
- Analytics and BMS intelligence in the late 2020s.
- AI-native manufacturing and accelerated materials discovery in the early 2030s.
- Autonomous laboratories and fully digital-twin-based development by the mid-2030s.
Competitive advantage will go to companies that combine proprietary battery data, deep electrochemical expertise, validated physics-informed models and integration across the full battery lifecycle. Battery development is moving from an experiment-centred process to a data-centred one, and AI capability is becoming as strategically important as manufacturing scale.
The Global Market for Artificial Intelligence (AI) Battery Technology 2027–2037 is a comprehensive analysis of how AI is transforming every stage of the battery lifecycle, and of the commercial opportunities this creates. The report analyses nine AI use-case arenas:
- materials informatics;
- cell and pack design;
- cell testing and modelling;
- manufacturing and quality control;
- BMS and battery analytics;
- application operation;
- digital twins;
- second-life assessment;
- recycling.
Report contents include:
- Global market forecasts 2027–2037 by use case, AI technique, deployment, offering, chemistry, end use and region
- Bear, base and bull scenario analysis and value-pool distribution across the technology stack
- Analysis of machine learning, deep learning, physics-informed models, generative AI, foundation models and agentic AI for batteries
- Battery data infrastructure, public datasets, advanced sensing, BMS silicon and edge-AI processors
- AI-driven materials discovery, universal interatomic potentials and autonomous laboratories
- AI in cell and pack design, testing, lifetime prediction and gigafactory manufacturing
- Next-generation BMS, cloud analytics, on-edge AI and battery health certification
- AI for EV charging, V2G, BESS dispatch and data-centre battery management
- Battery digital twins across the lifecycle
- Second-life assessment, regrouping and AI in recycling
- AI opportunities by battery chemistry and end-use market
- Regional policy ecosystems, battery passports, AI regulation, safety standards and export controls
- AI adoption by cell makers, EV OEMs and platform companies
- Competitive landscape, partnerships, funding, M&A and patent analysis
- Profiles of 95 companies. Companies profiled include About:Energy, ACC (Automotive Cells Company), ACCURE Battery Intelligence, Addionics, Aegis Critical Energy Defence, Aionics, Altilium, Anabatic Semi, Analog Devices, Atinary Technologies, B2U Storage Solutions, BASF, BattGenie, Blue Solutions, BMW Group, Bosch, Breathe Battery Technologies, Brightfield AI/Voltus, Brill Power, CATL, Chemix, Circulor, Circunomics, Citrine Informatics, Cling Systems, Cognex, Connected Energy, CuspAI, Dassault Systèmes, DellCon, DNV (Veracity), DP Technology, Dragonfly Energy, Dukosi, Dunia Innovations, Eatron Technologies, EcoPro, Electra Vehicles, Elisa IndustrIQ, Elysia Battery Intelligence (Fortescue Zero), EnPower Greentech, enspired, Envision AESC, Eonix Energy, EthonAI, EVE Energy, Fluence Energy, Gaussion, GBatteries, Glimpse Engineering, Google DeepMind, Huawei Digital Power, Intellegens and more....
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1 EXECUTIVE SUMMARY 37
- 1.1 Scope of This Report 37
- 1.2 AI Growth Drivers in the Battery Industry 37
- 1.2.1 Net-zero targets and the electrification push 37
- 1.2.2 Energy density, cost and critical-material constraints 37
- 1.2.3 Regulatory pull: the EU Battery Passport 38
- 1.2.4 Regional demand patterns: Europe, North America and East Asia 38
- 1.3 Challenges Facing the Rechargeable Battery Industry 38
- 1.4 How AI Applies Across the Battery Lifecycle 39
- 1.5 Five Benefits of AI: Development Speed, Cost, Performance, Sustainability and Market Responsiveness 40
- 1.6 Paradigm Shifts: From Experiment-Centred to Data-Centred Development 41
- 1.7 AI Disruption of the Battery Supply Chain 42
- 1.8 Use-Case Benchmarking and Maturity 43
- 1.9 AI in Batteries for Electric Vehicles 46
- 1.10 AI in Batteries for Stationary Storage and Data Centres 46
- 1.11 Interest by Region 47
- 1.12 Market Findings 48
- 1.12.1 Battery diagnostics by capacity served and market value 49
- 1.12.2 On-edge AI: diagnostics and performance enhancement 49
- 1.12.3 Materials informatics, cell testing and second-life assessment 50
- 1.13 Three-Wave Adoption Framework 50
- 1.13.1 Wave 1: Analytics and BMS intelligence (2027–2030) 50
- 1.13.2 Wave 2: AI-native manufacturing and accelerated materials (2030–2034) 50
- 1.13.3 Wave 3: Autonomous discovery and fully digital-twin-based development (2034–2037) 50
- 1.14 The Investment Surge 51
- 1.15 The Past Twelve Months 52
- 1.15.1 Generative AI and foundation models enter battery R&D 52
- 1.15.2 Leading cell makers launch company-wide AI transformation 52
- 1.15.3 Battery passports approach enforcement amid calls for phasing 53
- 1.15.4 Export controls reshape access to advanced battery technology 53
- 1.15.5 Stationary storage and AI data centres become the growth engine 54
- 1.15.6 Robotics, drones and aviation emerge as new battery markets 54
- 1.15.7 EV demand slowdown sharpens focus on cost and productivity 54
- 1.16 Strategic Imperatives for Cell Makers, OEMs, Utilities and Software Vendors 55
- 1.17 Major Market Players 55
2 INTRODUCTION: AI AND THE BATTERY VALUE CHAIN 57
- 2.1 Defining AI-Driven Battery Technology 57
- 2.2 Machine Learning vs. Artificial Intelligence 58
- 2.3 The Battery Market Context 58
- 2.3.1 Global Li-ion demand by application 58
- 2.3.2 Li-ion vs. beyond-Li-ion demand 59
- 2.3.3 Chemistry mix: NMC, LFP/LMFP, sodium-ion, solid-state, silicon anode 60
- 2.3.4 Cost trajectory and pack-price outlook 62
- 2.4 Traditional Battery Development: Sequential, Experiment-Centred and Slow 63
- 2.5 What Has Changed: Why AI Is Deployable Now 64
- 2.5.1 Connected-fleet data volumes 64
- 2.5.2 Cloud and edge compute cost curves 64
- 2.5.3 Open battery datasets and benchmarks 64
- 2.5.4 Foundation models for chemistry and materials 64
- 2.6 The Economic Case for AI in Batteries 65
- 2.6.1 R&D cost and time savings 65
- 2.6.2 Manufacturing yield and defect reduction 65
- 2.6.3 Lifetime extension and warranty cost reduction 66
- 2.7 Market Architecture: Nine AI Use-Case Arenas 67
3 MACHINE LEARNING FUNDAMENTALS FOR BATTERY APPLICATIONS 70
- 3.1 AI as a Moving Target: Definitions and Scope 70
- 3.2 The Importance of Data: Quality, Dimensionality and Standardised Structures 70
- 3.3 Learning Paradigms 71
- 3.3.1 Supervised learning 71
- 3.3.2 Unsupervised learning 71
- 3.3.3 Problem classes: regression, classification, clustering and anomaly detection 72
- 3.3.4 Reinforcement learning and the exploration–exploitation trade-off 72
- 3.3.5 Semi-supervised and active learning 72
- 3.4 Classical Algorithms 73
- 3.4.1 Support vector and relevance vector machines 73
- 3.4.2 Decision trees, random forests and gradient boosting 73
- 3.4.3 k-nearest neighbour and k-means clustering 74
- 3.4.4 Principal component analysis 74
- 3.4.5 Gaussian process regression 74
- 3.5 Neural Networks and Deep Learning 74
- 3.5.1 The artificial neuron and the training process 74
- 3.5.2 Feedforward, recurrent (LSTM, GRU) and convolutional networks 75
- 3.5.3 Generative adversarial networks and transformers 75
- 3.5.4 Graph neural networks for materials 75
- 3.5.5 Universal machine-learned interatomic potentials 77
- 3.6 Natural Language Processing and Large Language Models 78
- 3.7 Physics-Informed and Hybrid Models 79
- 3.7.1 Electrochemical (P2D, SPM) and equivalent circuit models 79
- 3.7.2 Kalman and particle filtering 79
- 3.7.3 Physics-informed neural networks 80
- 3.8 Generative AI, Foundation Models and Agentic AI 81
- 3.9 Transfer, Federated and Domain-Adaptive Learning 82
- 3.10 Explainability, Uncertainty Quantification, Under-Fitting and Over-Fitting 82
- 3.10.1 Explainability 82
- 3.10.2 Uncertainty quantification 82
- 3.10.3 Fitting errors 82
- 3.11 The Inefficiency of Overuse: When Not to Apply Machine Learning 83
- 3.12 Edge vs. Cloud Deployment 83
4 BATTERY DATA INFRASTRUCTURE, SENSING AND COMPUTE 85
- 4.1 The Battery Data Problem 85
- 4.1.1 Data scarcity, cost of cycling data and proprietary silos 85
- 4.1.1.1 Laboratory data costs 85
- 4.1.1.2 Proprietary silos 85
- 4.1.2 Open datasets and benchmarks 85
- 4.1.1 Data scarcity, cost of cycling data and proprietary silos 85
- 4.2 The Data Pipeline: From BMS to AI 87
- 4.3 Advanced Sensing Hardware 88
- 4.3.1 Voltage, current and temperature sensing 88
- 4.3.2 On-board electrochemical impedance spectroscopy (EIS) 89
- 4.3.3 Embedded fibre-optic, pressure and gas sensors 89
- 4.3.4 Wireless BMS and chip-on-cell sensing 89
- 4.3.4.1 Wireless BMS 89
- 4.3.4.2 Chip-on-cell sensing 90
- 4.4 BMS Silicon and Edge-AI Processors 91
- 4.4.1 Battery-monitoring ICs and analogue front ends 91
- 4.4.1.1 Measurement accuracy 91
- 4.4.1.2 Synchronisation 91
- 4.4.1.3 Sampling rates and data resolution 91
- 4.4.1.4 Cell balancing 91
- 4.4.1.5 Communication and isolation 92
- 4.4.1.6 Functional safety and diagnostics 92
- 4.4.1.7 Integrated sensing beyond voltage and temperature 92
- 4.4.1.8 New application segments 92
- 4.4.1.9 Market structure 93
- 4.4.2 Microcontrollers and neural processors for on-edge AI 93
- 4.4.3 Battery-management ICs for AI-server backup units (BBUs) 93
- 4.4.1 Battery-monitoring ICs and analogue front ends 91
- 4.5 Cloud Platforms and Connectivity 94
- 4.5.1 Telematics, OTA updates and vehicle data access 94
- 4.5.2 Battery-in-the-cloud architectures 94
- 4.6 Compute for Materials Discovery 95
- 4.6.1 HPC and GPU clusters for DFT and molecular dynamics 95
- 4.6.2 Machine-learned interatomic potentials 95
- 4.6.3 Quantum computing for battery chemistry 95
- 4.7 Data Standards and Interoperability 95
- 4.7.1 Battery passport data models 95
- 4.7.2 OPC UA and IT/OT convergence in gigafactories 96
- 4.8 Cybersecurity and Data Governance 96
5 AI-DRIVEN BATTERY MATERIALS DISCOVERY (MATERIALS INFORMATICS) 98
- 5.1 Why AI for Battery Materials 98
- 5.1.1 The attraction of AI: navigating a vast design space 98
- 5.1.2 Traditional material discovery and the limits of DFT 98
- 5.1.3 Materials informatics 99
- 5.1.4 The workflow of AI-based research and development 99
- 5.2 Property Prediction and Material Grouping 101
- 5.2.1 Datasets and descriptors 101
- 5.2.1.1 Unsupervised grouping 102
- 5.2.2 DFT plus AI interpolation: lithium diffusion, voltage window and stability 102
- 5.2.1 Datasets and descriptors 101
- 5.3 Inverting the Process: Inverse Design 102
- 5.3.1 Informed selection vs. novel material formulation 102
- 5.3.2 Virtual screening 103
- 5.3.3 De novo and generative design 104
- 5.3.3.1 Large-scale generative results 104
- 5.3.4 Large language model interfaces and literature mining 104
- 5.4 Reducing Material Screening Time 105
- 5.4.1 The case for AI in material screening 105
- 5.4.2 Case studies of AI-based screening-time reduction 105
- 5.5 Cathode Materials 106
- 5.5.1 High-nickel and cobalt-free layered oxides 106
- 5.5.2 LFP and LMFP optimisation 106
- 5.5.3 Disordered rock-salt and lithium-rich cathodes 106
- 5.6 Anode Materials 107
- 5.6.1 Graphite and silicon-carbon composites 107
- 5.6.2 Lithium-metal anodes and dendrite suppression 107
- 5.6.3 Hard carbon for sodium-ion 107
- 5.7 Liquid Electrolytes 108
- 5.7.1 Formulation and additive design 108
- 5.7.2 Solvent stability prediction 108
- 5.8 Solid Electrolytes 109
- 5.8.1 Sulfide, oxide, polymer and halide systems 109
- 5.8.2 Case study: Microsoft and PNNL AI-screened solid electrolytes 110
- 5.9 AI-Based Optimisation of Cell Material Combinations 111
- 5.10 Autonomous (Self-Driving) Laboratories 111
- 5.10.1 Robotic synthesis and characterisation 111
- 5.10.2 Closed-loop active learning 112
- 5.10.3 Agentic AI lab assistants 113
- 5.10.4 European initiatives: BIG-MAP and Battery 2030+ 114
- 5.10.5 Commercial self-driving laboratories 115
- 5.10.6 Academic milestones and mobile robots 115
- 5.10.7 Big-technology autonomous laboratories 115
- 5.11 Critical-Mineral Substitution and Supply-Risk Mitigation 116
- 5.12 Players in Materials Informatics for Batteries 116
- 5.13 Business Analysis 118
- 5.13.1 Business models and partnerships 118
- 5.13.2 Existing client–supplier relationships 118
- 5.13.3 Differentiation 118
- 5.13.4 Challenges: data quality, interpretability, compute and qualification 119
- 5.13.4.1 Data quality and availability 119
- 5.13.4.2 Gap between computation and experiment 119
- 5.13.4.3 Interpretability and trust 119
- 5.13.4.4 Computational resources 120
- 5.13.4.5 Model generalisation 120
- 5.13.4.6 Qualification and time to market 120
- 5.13.4.7 Intellectual property and data ownership 120
- 5.13.4.8 Regulatory and safety requirements 121
- 5.13.4.9 Skills 121
- 5.13.5 Pricing of materials informatics platforms 121
- 5.13.6 Risks for SaaS business models 122
- 5.13.7 Barriers to profitability 122
- 5.13.8 Big-technology platforms and competition for dedicated players 123
- 5.13.9 In-house development and consolidation 123
- 5.13.10 Outlook 123
- 5.14 Market Forecast: Materials Informatics for Batteries 2027–2037 123
6 AI APPLICATIONS BY BATTERY CHEMISTRY 125
- 6.1 Advanced Li-Ion: High-Nickel, LFP/LMFP and the Path to 350 Wh/kg 125
- 6.2 Silicon and Silicon-Carbon Anodes 127
- 6.3 Lithium-Metal and Anode-Less Cells 127
- 6.4 Solid-State and Semi-Solid-State Batteries 128
- 6.4.1 Commercial status 128
- 6.4.2 Demand outlook 128
- 6.5 Lithium-Sulfur Batteries 130
- 6.6 Sodium-Ion Batteries 130
- 6.6.1 Commercial status 130
- 6.6.2 Demand outlook 131
- 6.7 LTO and Niobate Batteries 132
- 6.8 Zinc-Based and Aluminium-Ion Batteries 132
- 6.9 Redox Flow Batteries 132
- 6.10 Structural, Flexible, Printed and Other Emerging Formats 133
- 6.11 PFAS-Free Binders and Additives: Regulation-Driven Reformulation 133
- 6.12 AI Opportunity by Chemistry 134
7 AI IN CELL AND PACK DESIGN 136
- 7.1 From Trial-and-Error to Simulation-Led Design 136
- 7.2 Multi-Variable Cell Design Optimisation 136
- 7.2.1 Electrode thickness, particle size distribution, binder content and electrolyte ratio 136
- 7.2.2 Genetic algorithms combined with reinforcement learning 137
- 7.2.3 Coupling P2D physics models with AI to test design scenarios virtually 137
- 7.3 Electrode and Microstructure Design 138
- 7.3.1 Image-based microstructure reconstruction 138
- 7.3.2 Porosity, tortuosity and loading optimisation 138
- 7.3.3 Thick-format electrodes 138
- 7.4 Cell Formats and Architectures 139
- 7.4.1 Larger cell formats and tabless designs (Tesla 4680) 139
- 7.4.2 Bipolar and dual-electrolyte architectures 139
- 7.4.2.1 How bipolar cells work 139
- 7.4.2.2 Benefits 139
- 7.4.2.3 Challenges 140
- 7.4.2.4 Commercial status 140
- 7.4.2.5 How AI helps with bipolar designs 140
- 7.4.2.6 Dual-electrolyte architectures 140
- 7.4.2.7 Variants 141
- 7.4.2.8 Dual-electrolyte challenges 141
- 7.4.2.9 How AI helps with dual-electrolyte designs 141
- 7.4.3 Commercial examples 141
- 7.4.3.1 Large-format tabless cylindrical cells 141
- 7.4.3.2 Long prismatic "blade" cells 142
- 7.4.3.3 High-integration cell-to-pack systems 142
- 7.4.3.4 Multi-layer electrodes 142
- 7.4.3.5 Three-dimensional current collectors 142
- 7.4.3.6 Thick electrodes and simplified cell designs 142
- 7.4.3.7 Dry-electrode processing 142
- 7.4.3.8 Bipolar designs 142
- 7.4.3.9 The common thread 143
- 7.5 Cell Performance and Energy Density 143
- 7.6 AI-Based Battery Pack Design Structure Optimisation 144
- 7.6.1 Why pack structure optimisation matters 144
- 7.6.2 Key considerations in optimal pack design 145
- 7.6.3 AI-based optimisation workflow 145
- 7.7 Research on AI-based pack design optimisation 146
- 7.8 Cell-to-Pack, Cell-to-Chassis and Hybrid Packs 148
- 7.8.1 Cell-to-pack and cell-to-chassis 148
- 7.8.2 Hybrid battery packs 148
- 7.9 Generative Design, Lightweighting and Thermal System Design 149
- 7.10 Design for Recycling and Sustainability 149
- 7.11 Battery Design and Simulation Software Landscape 150
- 7.12 Market Forecast: AI Cell and Pack Design 2027–2037 151
8 AI IN CELL TESTING, MODELLING AND LIFETIME PREDICTION 152
- 8.1 Traditional Cell Testing: Shortcomings and Challenges 152
- 8.2 AI for High-Throughput Automated Testing 153
- 8.3 Data Forms for Cell Modelling 153
- 8.4 AI for Design of Experiments and Anomalous Data Identification 154
- 8.5 Lifetime Modelling and Early-Life Prediction 154
- 8.6 Degradation Modelling 155
- 8.6.1 SEI growth, lithium plating and active-material loss 155
- 8.6.2 Incremental capacity, differential voltage and EIS health indicators 156
- 8.7 Remaining Useful Life (RUL) Prediction Methods 157
- 8.7.1 Model-based approaches 157
- 8.7.2 Stochastic process methods: Wiener, Gamma and Markov 157
- 8.7.3 Classical machine learning approaches 158
- 8.7.4 Deep learning approaches 158
- 8.7.5 Hybrid fusion approaches 158
- 8.8 Temperature and Pressure Simulation 160
- 8.9 Data-Driven Cell Architecture Optimisation 161
- 8.10 AI Classification of Cell Cross-Section Defect Types 161
- 8.11 Algorithmic Approaches by Testing Mode 162
- 8.12 Test Laboratory Automation and Certification Implications 163
- 8.13 Players in AI for Cell Testing 164
- 8.14 Business Analysis 165
- 8.14.1 Typical business models 165
- 8.14.2 Differentiation 165
- 8.14.3 Challenges 165
- 8.14.3.1 Trust and acceptance 165
- 8.14.3.2 Transferability across chemistries and protocols 166
- 8.14.3.3 Capturing rare and late-emerging failure modes 166
- 8.14.3.4 Data access and confidentiality 166
- 8.14.3.5 Data quality and consistency 166
- 8.14.3.6 Integration with laboratory infrastructure 166
- 8.14.3.7 Regulatory and certification barriers 167
- 8.14.3.8 Demonstrating commercial value 167
- 8.14.4 Outlook 167
- 8.14.4.1 Near term (2027–2030) 167
- 8.14.4.2 Medium term (2030–2034) 167
- 8.14.4.3 Longer term (2034–2037) 167
- 8.14.4.4 Structural change 167
- 8.15 Market Forecast: AI Cell Testing 2027–2037 168
9 AI IN CELL ASSEMBLY AND MANUFACTURING 169
- 9.1 Overview of the Traditional Manufacturing Process 169
- 9.2 The Gigafactory Ramp-Up Problem 170
- 9.2.1 Scrap rates during ramp-up 170
- 9.2.2 The "valley of death" between start of production and target yield 170
- 9.3 Data Quality and Data Acquisition Challenges in Industrial Settings 171
- 9.4 AI Use Cases by Process Step 172
- 9.5 Vision AI for Defect Detection and Quality Control 173
- 9.5.1 Coating non-uniformity, electrode surface defects and stacking misalignment 173
- 9.5.2 X-ray and CT inspection 173
- 9.5.3 Ultrasound and acoustic inspection 174
- 9.6 Streaming Process Analytics and Preventive Control 175
- 9.6.1 Electrolyte injection volume, calendering pressure and drying conditions 175
- 9.6.2 Predicting defects before they occur 175
- 9.7 Electrode Coating and Drying Simulation 176
- 9.8 Formation and Ageing: AI-Shortened Protocols 176
- 9.9 Algorithmic Approaches in Manufacturing and Cell Assembly 177
- 9.10 Factory Digital Twins, Virtual Commissioning and FAT/SAT 177
- 9.11 Predictive Maintenance, MES and IT/OT Integration 178
- 9.11.1 Predictive maintenance 178
- 9.11.2 Manufacturing execution systems 178
- 9.12 Robotics and Physical AI in Cell and Pack Assembly 178
- 9.13 Smart Battery Manufacturing Players 179
- 9.14 Business Analysis 180
- 9.14.1 Types of smart manufacturing players 180
- 9.14.1.1 Vertically integrated cell makers 180
- 9.14.1.2 Industrial software and automation providers 180
- 9.14.1.3 Equipment makers 181
- 9.14.1.4 Inspection-technology providers 181
- 9.14.1.5 Specialist AI analytics companies 181
- 9.14.1.6 Battery data platforms 181
- 9.14.1.7 System integrators and engineering firms 181
- 9.14.1.8 Research institutions 181
- 9.14.2 Challenges 182
- 9.14.2.1 Upfront investment and uncertain payback 182
- 9.14.2.2 Integration with heterogeneous equipment 182
- 9.14.2.3 Data quality and genealogy 182
- 9.14.2.4 Model maintenance and drift 182
- 9.14.2.5 Skills shortages 183
- 9.14.2.6 Organisational and cultural barriers 183
- 9.14.2.7 Cybersecurity 183
- 9.14.2.8 Data ownership and vendor lock-in 183
- 9.14.2.9 Scaling beyond pilots 183
- 9.14.3 Outlook 183
- 9.14.3.1 Large cell makers 183
- 9.14.3.2 New entrants and start-ups 184
- 9.14.3.3 How solutions will adapt 184
- 9.14.3.4 Policy support 184
- 9.14.3.5 Next-generation chemistries 184
- 9.14.3.6 Overall outlook 185
- 9.14.1 Types of smart manufacturing players 180
- 9.15 Market Forecast: AI in Battery Manufacturing 2027–2037 185
10 NEXT-GENERATION BMS AND BATTERY ANALYTICS 187
- 10.1 Battery Management Systems: Purpose and Multi-Cell Pack Management 187
- 10.2 Limitations of Existing BMS and the Case for Next-Generation BMS 187
- 10.3 Next-Generation BMS Integrated with Big Data and AI 188
- 10.4 Data Pre-Processing for AI Model Development 190
- 10.4.1 Pre-processing procedures 190
- 10.4.2 Why health indicators must reflect operating environment and data-collection conditions 190
- 10.4.3 Methods for extracting health indicators 190
- 10.4.4 Limitations and worked examples 191
- 10.5 Data Structures and Forms for Diagnostics 192
- 10.6 State Estimation: SoC, SoH, SoP, SoE and Internal Temperature 193
- 10.7 Fault Detection and Anomaly Diagnosis 193
- 10.7.1 Selecting deep learning models for battery time-series prediction 193
- 10.7.2 Selecting deep learning models for anomaly detection and fault diagnosis 194
- 10.7.3 Case study: data patterning and anomaly diagnosis for safe operation 194
- 10.8 Prescriptive AI: From Prediction to Recommended Action 195
- 10.9 AI-Optimised Charging: Adaptive and Degradation-Aware Protocols 196
- 10.10 Thermal Runaway Early Detection and Advanced Pack Sensors 196
- 10.10.1 Advanced sensor technologies 197
- 10.10.2 Sensor market outlook 197
- 10.10.3 Integration and the path to predictive maintenance 198
- 10.11 Wireless BMS and Remote Monitoring 198
- 10.12 On-Edge AI 199
- 10.12.1 Case study: real-time lifetime prediction on embedded Linux 199
- 10.12.2 Samsung Galaxy S25 battery AI 199
- 10.12.3 Eatron and Syntiant 199
- 10.12.4 LG Energy Solution and Qualcomm 199
- 10.12.5 Tesla BMS: optimisation over a journey 199
- 10.13 Cloud Battery Analytics: Fleet, Warranty, Residual Value and Insurance 200
- 10.14 The Battery Passport 200
- 10.15 Players in AI for Battery Diagnostics and Management 201
- 10.16 Business Analysis 202
- 10.16.1 Business models 202
- 10.16.1.1 Software as a service (SaaS) 202
- 10.16.1.2 Embedded software licences 202
- 10.16.1.3 Certification and reporting services 203
- 10.16.1.4 Outcome-based models 203
- 10.16.1.5 Bundled hardware and software 204
- 10.16.1.6 Hybrid and platform models 204
- 10.16.2 Differentiation 205
- 10.16.2.1 Model accuracy and validation against real field outcomes 205
- 10.16.2.2 Scale of data 205
- 10.16.2.3 Physics-informed approaches 205
- 10.16.2.4 Integration 206
- 10.16.3 Challenges 207
- 10.16.3.1 Data access 207
- 10.16.3.2 Edge constraints 207
- 10.16.3.3 Certification 207
- 10.16.3.4 Price pressure 208
- 10.16.3.5 Proving value 208
- 10.16.4 Outlook 209
- 10.16.4.1 Expansion across mobility 209
- 10.16.4.2 Convergence of analytics and BMS 209
- 10.16.4.3 Expansion across the lifecycle 210
- 10.16.4.4 Global diffusion 210
- 10.16.4.5 Market evolution 210
- 10.16.1 Business models 202
- 10.17 Market Forecast: Battery Diagnostics and BMS Analytics 2027–2037 210
11 AI FOR BATTERY OPERATION IN EVs, ENERGY STORAGE AND DATA CENTRES 213
- 11.1 AI for EV Operation Within the Power Grid 213
- 11.1.1 Why grid-aware EV operation needs AI 213
- 11.1.2 Case studies 213
- 11.1.2.1 OEM joint platforms 214
- 11.1.2.2 Energy-retailer tariffs with automated charging 214
- 11.1.2.3 Utility managed-charging programmes 214
- 11.1.2.4 Vehicle-to-grid services 214
- 11.1.2.5 Large-scale pilots in China 214
- 11.2 AI-Based Charging for Optimal EV Battery Operation 216
- 11.2.1 Why AI-based charging is needed 216
- 11.2.2 Case studies 216
- 11.2.2.1 Journey-level charging optimisation 216
- 11.2.2.2 Ultra-high-power charging 216
- 11.2.2.3 Battery swapping at scale 217
- 11.2.2.4 Battery-as-a-service in emerging markets 217
- 11.2.2.5 Adaptive charging software 217
- 11.2.2.6 Depot charging for commercial fleets 217
- 11.2.2.7 Research on AI-optimised fast charging 218
- 11.3 Smart Charging and Vehicle-to-Grid Platforms 219
- 11.3.1 Smart charging and V1G 219
- 11.3.2 Bidirectional charging 219
- 11.3.2.1 The role of AI 219
- 11.3.3 Degradation cost 219
- 11.3.4 Scaling 219
- 11.4 AI-Based Environmental Control for Energy Storage Systems 220
- 11.4.1 Why environmental control must reflect battery ageing characteristics 220
- 11.4.2 Limitations of existing control strategies 220
- 11.4.3 EIS image-based classification of operating environments 220
- 11.4.4 Designing AI-based control strategies for optimal ESS operation 221
- 11.5 BESS Dispatch, Energy Trading and Augmentation Planning 222
- 11.5.1 The economics of storage 222
- 11.5.2 AI dispatch and trading platforms 222
- 11.5.3 Augmentation planning 222
- 11.5.4 Long-duration storage 222
- 11.6 Big Data Management in Cloud Servers 223
- 11.6.1 Why cloud data management matters as data volumes grow 223
- 11.6.2 Operational pattern images for large-scale EV data 223
- 11.6.3 Data compression for storage efficiency 224
- 11.6.4 Optimising lifetime prediction models in the cloud 224
- 11.7 Battery Storage for Data Centres, Commercial and Industrial Sites 225
- 11.7.1 AI data centres as a driver of battery demand 225
- 11.7.1.1 Demand outlook 225
- 11.7.2 Battery backup units for AI servers 226
- 11.7.1 AI data centres as a driver of battery demand 225
- 11.8 Battery Swapping, Battery-as-a-Service and New Business Models 227
12 BATTERY DIGITAL TWINS 228
- 12.1 Digital Twin Concepts and Technologies 228
- 12.1.1 Concept and expected benefits 228
- 12.1.2 Components of a digital twin 228
- 12.1.3 Implementation and use 229
- 12.1.4 Key enabling technologies 230
- 12.1.5 Optimising the digital twin 230
- 12.2 Digital Twins in Battery Development 230
- 12.2.1 Applications in batteries 230
- 12.2.2 Hierarchical structure of the battery digital twin 231
- 12.2.3 Vision for the battery digital twin 231
- 12.2.4 Battery modelling with digital twins 232
- 12.2.5 Challenges in applying digital twins to batteries 232
- 12.2.5.1 Limited observability 232
- 12.2.5.2 Parameterisation 232
- 12.2.5.3 Model fidelity versus computational cost 233
- 12.2.5.4 Data continuity across the lifecycle 233
- 12.2.5.5 Validation 233
- 12.2.5.6 Model drift and maintenance 233
- 12.2.5.7 Integration and interoperability 233
- 12.2.5.8 Uncertainty quantification 234
- 12.2.5.9 Cost and business case 234
- 12.2.5.10 Data ownership and privacy 234
- 12.2.5.11 Security 234
- 12.2.5.12 Skills 234
- 12.3 Digital-Twin Functions 234
- 12.3.1 SoX estimation and cell balancing 234
- 12.3.2 Advanced fault diagnosis and RUL estimation 235
- 12.4 Extending Across the Lifecycle: Manufacturing, Thermal Management, Battery Passport and V2G 236
- 12.5 Battery Digital Twin Platforms 236
- 12.5.1 Building a battery digital twin platform 236
- 12.5.2 Comparison of integrated platforms 236
- 12.6 Digital Twins and Cloud BMS 237
- 12.6.1 Trends in digital-twin-based state estimation 237
- 12.6.2 The virtual battery model 238
- 12.6.3 Digital twin BMS case studies 238
- 12.7 Market Forecast: Battery Digital Twins 2027–2037 239
13 SECOND-LIFE ASSESSMENT AND BATTERY REUSE 241
- 13.1 Second-Life Batteries Overview 241
- 13.1.1 Determining the second-life stream 241
- 13.1.2 End-of-life volumes 241
- 13.2 Safety Concerns, Regulation and the Battery Passport 242
- 13.2.1 Safety risks 242
- 13.2.2 Regulation and standards 243
- 13.2.3 The battery passport 243
- 13.3 The Role of AI 243
- 13.4 AI-Based Rapid Diagnostics to Cut Reuse Costs 244
- 13.4.1 Why rapid diagnostics are needed 244
- 13.4.2 Key considerations when receiving used batteries 244
- 13.4.3 Rapid SOH diagnosis using one-hot encoding 245
- 13.4.4 Improving rapid SOH diagnosis with AdaBoost 245
- 13.4.5 Research on AI-based rapid diagnostic technologies 245
- 13.5 AI-Based Regrouping for Battery Reuse 246
- 13.5.1 Limitations of existing reuse processes 246
- 13.5.2 Removing defective cells using RLS-deviation fault diagnosis 246
- 13.5.3 RUL-based regrouping algorithms 246
- 13.6 Second-Life Applications and Economics 247
- 13.6.1 Economics 249
- 13.6.2 AI's contribution 249
- 13.7 Players in AI for Second-Life Assessment 249
- 13.8 Business Analysis 250
- 13.8.1 Revenue streams 250
- 13.8.2 Types of players 251
- 13.8.2.1 Diagnostics specialists 251
- 13.8.2.2 Marketplace operators 251
- 13.8.2.3 Second-life system integrators 251
- 13.8.2.4 OEMs and cell makers 251
- 13.8.2.5 Recyclers 251
- 13.8.2.6 Energy companies and utilities 252
- 13.8.2.7 Insurers, financiers and certifiers 252
- 13.8.3 Differentiation 252
- 13.8.3.1 Speed and cost of assessment 252
- 13.8.3.2 Accuracy and certified reliability 252
- 13.8.3.3 Breadth of coverage 252
- 13.8.3.4 Access to first-life data 252
- 13.8.3.5 Integration across the value chain 252
- 13.8.3.6 System design and operating capability 253
- 13.8.3.7 Warranty strength 253
- 13.8.3.8 Regulatory compliance and documentation 253
- 13.8.4 Challenges 253
- 13.8.4.1 Access to battery history 253
- 13.8.4.2 Heterogeneity of batteries 253
- 13.8.4.3 Economics under falling new-battery prices 253
- 13.8.4.4 Competition with recycling 254
- 13.8.4.5 Safety and liability 254
- 13.8.4.6 Regulation and certification 254
- 13.8.4.7 Logistics and scale 254
- 13.8.4.8 Warranty and performance risk 254
- 13.8.4.9 Access to finance 254
- 13.8.5 Outlook 254
- 13.8.5.1 Volume growth after 2030 255
- 13.8.5.2 Convergence of first-life and second-life analytics 255
- 13.8.5.3 Standardisation and certification 255
- 13.8.5.4 Evolving business models 255
- 13.9 Market Forecast: AI Second-Life Assessment 2027–2037 256
14 AI IN BATTERY RECYCLING 257
- 14.1 Limitations of Existing Recycling Processes and the Case for AI 257
- 14.2 Recycling Technologies 258
- 14.2.1 Hydrometallurgy 258
- 14.2.2 Pyrometallurgy 258
- 14.2.3 Direct recycling 258
- 14.2.4 Other methods 258
- 14.3 AI Across the Recycling Process 259
- 14.3.1 Sorting and chemistry identification 259
- 14.3.2 Robotic and vision-guided disassembly 260
- 14.3.3 Black-mass characterisation 260
- 14.3.4 Hydrometallurgical and direct-recycling process control 260
- 14.4 Recycling Specific Components and Beyond-Li-Ion Chemistries 262
- 14.4.1 Component recovery 262
- 14.4.2 Beyond-lithium-ion chemistries 262
- 14.5 Traceability, Battery Passports and EU Targets 262
- 14.6 Recycling Players Using AI 263
- 14.6.1 Chinese players 264
- 14.6.2 Technology providers 264
- 14.7 Market Forecast: AI in Battery Recycling 2027–2037 264
15 END-USE MARKETS 266
- 15.1 Electric Vehicles 266
- 15.1.1 Sales in 2025 266
- 15.1.2 Early 2026 and outlook 266
- 15.1.3 Battery demand 266
- 15.1.4 Passenger vehicles 267
- 15.1.4.1 Development 267
- 15.1.4.2 Manufacturing 267
- 15.1.4.3 Operation 267
- 15.1.4.4 Residual value and warranty 268
- 15.1.4.5 Adoption 268
- 15.1.5 Commercial vehicles and heavy trucks 268
- 15.1.5.1 Market growth 268
- 15.1.5.2 Distinctive battery requirements 268
- 15.1.5.3 Infrastructure 269
- 15.1.6 Two- and three-wheelers 269
- 15.1.6.1 Swapping and BaaS 269
- 15.1.6.2 AI requirements 269
- 15.1.6.3 Chemistry and cost 270
- 15.1.7 Regional dynamics 270
- 15.1.8 Used-EV market and battery health certification 270
- 15.1.8.1 The confidence gap 270
- 15.1.8.2 Variation within models 270
- 15.1.8.3 Certification in practice 270
- 15.1.8.4 Toward mandatory certificates 271
- 15.1.8.5 Assessment methods 271
- 15.2 Stationary Energy Storage 272
- 15.2.1 Growth in 2025 272
- 15.2.2 Outlook 272
- 15.2.3 Drivers 272
- 15.2.4 Utility-scale BESS 273
- 15.2.4.1 Why AI matters 273
- 15.2.4.2 Obstacles 274
- 15.2.5 Commercial, industrial and residential storage 274
- 15.2.5.1 New business models 274
- 15.2.6 Data-centre backup and on-site storage 274
- 15.2.7 Long-duration storage 275
- 15.2.8 Regional dynamics 275
- 15.2.8.1 China 275
- 15.2.8.2 Other regions 275
- 15.3 Consumer Electronics and Wearables 276
- 15.4 Off-Highway Machines: Construction, Agriculture and Mining 277
- 15.5 Robotics, Drones and Physical AI Platforms 277
- 15.5.1 Humanoid robots 277
- 15.5.1.1 Energy demand 277
- 15.5.1.2 Current battery packs 278
- 15.5.1.3 The weight constraint 278
- 15.5.2 Autonomous mobile robots and warehouse automation 279
- 15.5.3 Drones 279
- 15.5.4 AI applications 279
- 15.5.5 Outlook 280
- 15.5.1 Humanoid robots 277
- 15.6 Aviation and eVTOL 281
- 15.6.1 eVTOL aircraft 281
- 15.6.1.1 Commercial progress 281
- 15.6.1.2 Battery requirements 281
- 15.6.1.3 AI applications in eVTOL 282
- 15.6.1.4 Validation and explainability 282
- 15.6.2 Hybrid-electric aircraft 282
- 15.6.3 Battery technology roadmap for aviation 283
- 15.6.4 Outlook 283
- 15.6.1 eVTOL aircraft 281
- 15.7 Marine and Rail 284
- 15.7.1 Marine 284
- 15.7.2 Rail 284
- 15.8 Defence 284
- 15.9 Medical Devices 285
- 15.10 Comparative Application Analysis 285
16 GLOBAL MARKET FORECASTS 2027–2037 287
- 16.1 Scope of Forecasts and Methodology 287
- 16.2 Total Market 287
- 16.3 By Use Case 288
- 16.3.1 Leading segments 288
- 16.3.2 Fastest growth 289
- 16.4 Battery Diagnostics by Capacity Served 289
- 16.5 By AI Technique 290
- 16.6 By Deployment Mode: Cloud, On-Edge and On-Premises 291
- 16.7 By Offering: Software, Services and AI-Enabled Hardware 292
- 16.8 By Battery Chemistry 292
- 16.8.1 LFP and LMFP 292
- 16.8.2 High-nickel NMC/NCA 292
- 16.8.3 Next-generation chemistries 293
- 16.9 By Region 293
- 16.10 Scenario Analysis: Bear, Base and Bull Cases 294
- 16.11 Value Pool Distribution Across the Stack 296
17 REGIONAL MARKETS AND BATTERY POLICY ECOSYSTEMS 298
- 17.1 Regional Demand Patterns for Battery AI 298
- 17.1.1 Europe: analytics and second-life assessment led by the Battery Passport 298
- 17.1.2 North America: materials informatics and AI-assisted cell testing 298
- 17.1.3 East Asia: manufacturing and development applications 298
- 17.2 China 299
- 17.2.1 Institutional mapping and 15th Five-Year Plan priorities 299
- 17.2.2 Solid-state and sodium-ion innovation policy 300
- 17.2.3 Export controls on battery technology 300
- 17.2.4 AI adoption by Chinese cell makers 301
- 17.2.4.1 Scale of the ecosystem 301
- 17.2.4.2 Demand drivers 301
- 17.2.4.3 AI use 301
- 17.2.5 Materials Genome Engineering 301
- 17.3 South Korea 302
- 17.3.1 K-Battery strategy and next-generation R&D funding 302
- 17.3.1.1 Institutions 302
- 17.3.1.2 Strategy over time 302
- 17.3.1.3 Demand measures 302
- 17.3.2 Battery hubs: Pohang and Cheongju–Ochang 302
- 17.3.2.1 Current conditions 303
- 17.3.3 The "full-stack" AI, energy and battery strategy 303
- 17.3.4 AI-based development strategies of Korean cell makers 303
- 17.3.5 AI-driven science programmes 304
- 17.3.1 K-Battery strategy and next-generation R&D funding 302
- 17.4 Japan 304
- 17.4.1 Battery Industry Strategy and Green Transformation targets 304
- 17.4.1.1 Progress and setbacks 305
- 17.4.1.2 Industry consolidation 305
- 17.4.2 NEDO programmes and the Advanced Battery Collaboration 305
- 17.4.3 NIMS and AIST data-driven materials platforms 305
- 17.4.1 Battery Industry Strategy and Green Transformation targets 304
- 17.5 European Union 305
- 17.5.1 Batteries Regulation, BATT4EU and Battery 2030+ 305
- 17.5.1.1 Research programmes 306
- 17.5.2 National strategies: Germany, France, Hungary, Poland 306
- 17.5.2.1 Europe's position at end-2025 306
- 17.5.3 Industrial Accelerator Act and Battery Booster Facility 307
- 17.5.3.1 Scale-up policy 307
- 17.5.3.2 Implications for AI 307
- 17.5.1 Batteries Regulation, BATT4EU and Battery 2030+ 305
- 17.6 United States 307
- 17.6.1 DOE, ARPA-E and national laboratory programmes 307
- 17.6.2 Policy shift toward stationary storage and defence 308
- 17.6.2.1 Capacity build-out 308
- 17.6.2.2 Policy shift 308
- 17.6.2.3 Implications for AI 308
- 17.6.3 The Materials Genome Initiative 308
- 17.7 United Kingdom 308
- 17.7.1 AI strengths 308
- 17.7.2 Market drivers 309
- 17.8 Canada and India 309
- 17.9 Rest of World: Morocco, Australia and Southeast Asia 309
- 17.10 Global cell manufacturing capacity 310
18 REGULATION, STANDARDS AND TECHNOLOGY SOVEREIGNTY 312
- 18.1 Battery Safety Standards and AI Validation 312
- 18.2 Battery Passport and Data-Sharing Rules 313
- 18.2.1 Scope of the passport 313
- 18.2.2 What it means for AI 314
- 18.2.3 Wider data-access rules 314
- 18.3 AI Regulation: EU AI Act, US and China Frameworks 314
- 18.3.1 The EU AI Act 314
- 18.3.2 Implications for battery AI 315
- 18.3.3 United States 315
- 18.3.4 China 315
- 18.4 Functional Safety of AI-Based BMS (ISO 26262, ISO 21448, ISO/PAS 8800) 315
- 18.5 Standards Development: IEC, SAE, IEEE and National Programmes 316
- 18.6 PFAS Restrictions and Materials Regulation 317
- 18.7 Export Controls and Technology Sovereignty 317
19 AI ADOPTION BY BATTERY MAKERS, EV OEMs AND PLATFORM COMPANIES 320
- 19.1 Battery Cell and Materials Companies 320
- 19.2 EV OEMs 323
- 19.4 Platform Companies and Research Institutions 325
20 COMPETITIVE LANDSCAPE, INVESTMENT AND OUTLOOK 329
- 20.1 Competitive Dynamics by Use Case 329
- 20.2 Types of Players: Start-ups, Software Incumbents, Cell Makers and OEMs 330
- 20.3 Business Models and Revenue Streams 331
- 20.4 Strategic Partnerships and Joint Ventures 332
- 20.5 Investment and Funding 333
- 20.5.1 Strategic investors 333
- 20.6 M&A Landscape 334
- 20.7 Patent Landscape 335
- 20.7.1 Growth 335
- 20.7.2 By jurisdiction 335
- 20.8 Barriers to Adoption 336
- 20.8.1 Technical: data scarcity, generalisation and interpretability 336
- 20.8.2 Economic: ROI, payback periods and fragmented buyers 336
- 20.8.3 Organisational: skills shortages in data science and electrochemistry 337
- 20.9 Emerging Frontiers 2030–2037 338
- 20.9.1 Smart cells with embedded sensing and self-healing functions 338
- 20.9.2 Quantum–AI hybrid materials discovery 338
- 20.9.3 Agentic AI across the battery lifecycle 338
21 COMPANY PROFILES 339 (95 company profiles)
22 APPENDIX 434
- 22.1 Research Methodology 434
- 22.2 Forecast Assumptions 437
- 22.3 Glossary of Terms and Abbreviations 439
23 REFERENCES 441
List of Tables
- Table 1. Quantified Benefits of AI by Development Stage 42
- Table 2. AI Use-Case Benchmarking: Value, Adoption Barriers and Time to Impact 45
- Table 3. TRL Assessment: AI Applications Across the Battery Value Chain 46
- Table 4. Global AI-Driven Battery Technology Market Summary 2027–2037 (US$M, Base Case) 49
- Table 5. Venture Funding in AI-for-Batteries Companies 2020–2026 (US$M) 52
- Table 6. Top Ten Strategic Conclusions Mapped to Stakeholder Type 56
- Table 7. Leading Companies by AI Use Case 57
- Table 8. Market Definition and Scope: Inclusions and Exclusions 58
- Table 9. Battery Chemistry Landscape and Relevance of AI 62
- Table 10. Reported Performance Gains from AI by Application 67
- Table 11. Nine AI Use-Case Arenas: Scope, Techniques, Customers and Market Size 68
- Table 12. Machine Learning Approaches and Battery Use Cases 74
- Table 13. Types of Neural Network and Their Battery Applications 77
- Table 14. Universal Machine-Learned Interatomic Potentials Used in Battery Research 79
- Table 15. Model-Based, Data-Driven and Hybrid Approaches Compared 81
- Table 16. Edge vs. Cloud Deployment Trade-offs for Battery AI 85
- Table 17. Major Public Battery Datasets and Their Uses 87
- Table 18. Advanced Battery Sensing Technologies and TRL 91
- Table 19. BMS IC and Edge-AI Silicon Suppliers 94
- Table 20. Case Studies of AI-Based Reduction in Material Screening Time 106
- Table 21. AI-Discovered Electrolyte and Solid-Electrolyte Candidates 2020–2026 111
- Table 22. Autonomous Battery Laboratories: Operators and Capabilities 115
- Table 23. Autonomous Battery Laboratories: Operators and Capabilities: 116
- Table 24. Companies in Materials Informatics for Batteries 117
- Table 25. AI Materials Discovery Business Models Compared 122
- Table 26. AI Opportunity Matrix by Battery Chemistry 135
- Table 27. Emerging Cell Architectures and AI Design Levers 144
- Table 28. Research Areas in AI-Based Battery Pack Design Optimisation 148
- Table 29. Battery Design and Simulation Software Vendors 151
- Table 30. Battery Validation Test Durations and Costs by Application 153
- Table 31. Data Forms for Cell Modelling 154
- Table 32. RUL Prediction Accuracy by Method (RMSE, MAPE) 160
- Table 33. Algorithmic Approaches for Different Testing Modes 163
- Table 34. Companies in AI for Cell Testing 165
- Table 35. AI Use Cases by Manufacturing Step 173
- Table 36. AI Inspection Technologies: Detection Capability and Throughput 175
- Table 37. Algorithmic Approaches in Manufacturing and Cell Assembly 178
- Table 38. Smart Battery Manufacturing Players 180
- Table 39. AI in Battery Manufacturing Market by Solution Type 2027–2037 (US$M) 186
- Table 40. Conventional vs. AI-Enabled BMS Capabilities 189
- Table 41. Health Indicators by Operating Environment and Data-Collection Condition 192
- Table 42. Deep Learning Models for Battery Time-Series Prediction and Anomaly Detection 196
- Table 43. Reported Safety and Performance Gains from AI-Enabled BMS 199
- Table 44. Companies in AI for Battery Diagnostics and Management 202
- Table 45. Business Models in Battery Diagnostics and Analytics 205
- Table 46. Battery Capacity Served by AI Diagnostics 2027–2037 (GWh) 212
- Table 47. Battery Diagnostics and BMS Analytics Market Value 2027–2037 (US$M) 212
- Table 48. Grid-Integration Models for Electric Vehicles: Case Studies 216
- Table 49. Case Studies of AI-Based EV Charging and Grid-Integration Technologies 219
- Table 50. Cloud Data Compression and Model Optimisation Case Studies 225
- Table 51. Digital-Twin-Based SoX Estimation and Cell-Balancing Functions 236
- Table 52. Comparison of Integrated Battery Digital Twin Platforms 238
- Table 53. Algorithmic Approaches and Data Inputs/Outputs for Second-Life Assessment 244
- Table 54. Second-Life Battery Applications: Requirements, Economics and the Role of AI 249
- Table 55. Companies in AI for Second-Life Battery Assessment 251
- Table 56. Recycling Techniques Compared, with AI Optimisation Levers 260
- Table 57. AI Applications by Recycling Process Step 262
- Table 58. EU Batteries Regulation Recovery and Recycled-Content Targets 263
- Table 59. Used-EV Battery Health Certification: Approaches and Users 272
- Table 60. AI Battery Applications in Electric Vehicles by Value-Chain Stage 273
- Table 61. AI Applications in Stationary Energy Storage by Segment 277
- Table 62. AI-Driven Battery Technology Market by End Use 2027–2037 (US$M) 287
- Table 63. Global AI-Driven Battery Technology Market 2027–2037 (US$M) 289
- Table 64. Market by Use Case 2027–2037 (US$M) 290
- Table 65. Market by AI Technique 2027–2037 (US$M) 292
- Table 66. Market by Deployment Mode 2027–2037 (US$M) 292
- Table 67. Market by Offering 2027–2037 (US$M) 293
- Table 68. Market by Battery Chemistry 2027–2037 (US$M) 294
- Table 69. Market by Region 2027–2037 (US$M) 295
- Table 70. Regional AI Adoption Focus by Use Case 300
- Table 71. Chinese Government Bodies and Their Role in Battery Policy 300
- Table 72. South Korean Battery Innovation Programmes and Funding 304
- Table 73. Comparative Battery Policy Matrix: Eight Economies 311
- Table 74. Key Battery Safety Standards and AI Relevance 314
- Table 75. AI Adoption by Battery Cell and Materials Companies 323
- Table 76. AI Adoption by EV OEMs 326
- Table 77. AI Platform Companies and Research Institutions in Battery Development 328
- Table 78.Business Models and Revenue Streams by AI Use Case 332
- Table 79. Key Partnerships Between Cell Makers, OEMs and AI Vendors 2022–2026 333
- Table 80. Funding Rounds in AI-for-Batteries Companies 2022–2026 334
- Table 81. M&A Transactions in AI-Battery Software and Services 2020–2026 335
- Table 82. Adoption Barriers and Mitigation Strategies 338
- Table 83. Key Forecast Assumptions by Use Case 439
- Table 84. Glossary of Terms and Abbreviations 440
List of Figures
- Figure 1. AI Applications Across the Battery Lifecycle, from Materials to Recycling 40
- Figure 2. AI Disruption Points in the Battery Supply Chain 43
- Figure 3. Use-Case Maturity Comparison 45
- Figure 4. Regional Adoption Focus by AI Use Case 47
- Figure 5. Global Market Forecast by Use Case 2027–2037 (US$M) 49
- Figure 6. Three-Wave Adoption Timeline 2027–2037 51
- Figure 7. Global Li-Ion Battery Demand by Application 2020–2037 (GWh) 59
- Figure 8. Li-Ion vs. Beyond-Li-Ion Battery Demand 2026–2036 (GWh) 60
- Figure 9. Li-Ion Pack Price 2013–2037 (US$/kWh) 62
- Figure 10. Traditional vs. AI-Enabled Battery Development Workflow 63
- Figure 11. Development-Cost Reduction from AI/ML Across Battery R&D Stages 65
- Figure 12. AI/ML Technique Taxonomy for Battery Applications 77
- Figure 13. Data Flow from Cell Sensor to Cloud Analytics Platform 88
- Figure 14. Traditional vs. AI-Accelerated Materials Development Timeline 100
- Figure 15. AI-Based Materials R&D Workflow 101
- Figure 16. High-Throughput Screening and Prediction of Electrode Active Materials 103
- Figure 17. Data-Driven Prediction of Li-Ion Electrolyte Solvent Stability 109
- Figure 18. Microsoft/PNNL AI Screening Funnel for Solid-Electrolyte Candidates 110
- Figure 19. Closed-Loop Autonomous Laboratory Workflow 113
- Figure 20. Materials Informatics for Batteries Market 2027–2037 (US$M) 124
- Figure 21. Li-Ion Energy-Density Roadmap to 350+ Wh/kg 126
- Figure 22. Solid-State and Semi-Solid-State Battery Demand 2026–2036 (GWh) 129
- Figure 23. Sodium-Ion Battery Demand 2026–2036 (GWh) 131
- Figure 24. BEV Cell Energy Density 2015–2037 (Wh/kg and Wh/L) 144
- Figure 25. Workflow of AI-Based Battery Pack Design Structure Optimisation 146
- Figure 26. AI Cell and Pack Design Software Market 2027–2037 (US$M) 151
- Figure 27. Lithium-Ion Capacity Fade Mechanisms 156
- Figure 28. RUL Prediction Methods Taxonomy 159
- Figure 29. AI Cell Testing Market 2027–2037 (US$M) 168
- Figure 30. Li-Ion Cell Manufacturing Process Flow and AI Intervention Points 170
- Figure 31. Gigafactory Yield Curve With and Without AI Process Control 171
- Figure 32. AI in Battery Manufacturing Market by Region 2027–2037 (US$M) 186
- Figure 33. Next-Generation BMS Architecture: Embedded, Edge and Cloud Layers 189
- Figure 34. Advanced Battery Pack Sensor Market 2026–2036 (US$M) 197
- Figure 35. On-Edge vs. Cloud Battery AI Revenue 2027–2037 (US$M) 212
- Figure 36. EIS Image-Based Classification of ESS Operating Environments 221
- Figure 37. Operational Pattern Image Generation for Large-Scale EV Data 223
- Figure 38. Data-Centre Battery Demand 2026–2036 (GWh) 226
- Figure 39. Components of a Digital Twin 229
- Figure 40. Hierarchical Structure of the Battery Digital Twin: Material to System 231
- Figure 41. Digital Twin and Cloud BMS: Virtual Battery Model Architecture 238
- Figure 42. Battery Digital Twin Market 2027–2037 (US$M) 240
- Figure 43. End-of-Life EV Battery Volumes 2027–2037 (GWh) 242
- Figure 44. AI-Based Rapid SOH Diagnosis Workflow for Used Batteries 246
- Figure 45. RUL-Based Regrouping of Used Batteries 247
- Figure 46. AI Second-Life Assessment Market 2027–2037 (US$M) 256
- Figure 47. AI in Battery Recycling Market 2027–2037 (US$M) 265
- Figure 48. Li-Ion Battery Pack Demand for xEVs 2026–2036 (GWh) 267
- Figure 49. Battery Energy-Density Requirements for Humanoid Robots, AMRs and Drones 279
- Figure 50. End-Use Market Share 2027 vs. 2037 286
- Figure 51. Global Market 2027–2037, Base Case (US$M) 288
- Figure 52. Battery Capacity Served by AI Diagnostics 2027–2037 (GWh) 290
- Figure 53. Regional Market Share 2027 vs. 2037 294
- Figure 54. Bear, Base and Bull Scenarios 2027–2037 (US$M) 295
- Figure 55. Value Pool by Stack Layer, 2037 297
- Figure 56. Global Battery Cell Capacity by Region 2025–2037 (GWh) 311
- Figure 57. Battery and AI Regulatory Timeline 2023–2037 319
- Figure 58. Market Map: AI-Driven Battery Technology Companies by Use Case 330
- Figure 59. Funding by Use Case and Region 2020–2026 (US$M) 334
- Figure 60. AI-Battery Patent Filings by Country 2015–2025 336
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