A 76-year-old display-glass company, not LG or Toyota, holds the largest US patent position in solid-state sodium batteries — and its cells, made entirely of glass, run from -40 to 200 degrees C.
The solid-state battery story in the US press is QuantumScape’s share price and CATL’s announcements. The patent data tells a different story. Toyota holds 200 of the 1,148 US solid-state battery grants issued since 2020 — 14x QuantumScape, eight times the US pure-plays combined. A slow-walking incumbent is still an incumbent.