China Misses the Solid-State Battery Train – KUKA vs. CT Coating AG: From Open Takeover to Intelligent Stealth Policy
China dominates the lithium-ion battery world with over 80% of global production capacity, massive gigafactories run by CATL, BYD, and CALB, and enormous state-backed investments. Nevertheless, the country may have missed the decisive train on the next big leap — the truly production-ready all-solid-state battery. The contrast becomes nowhere clearer than when comparing the KUKA acquisition of 2016 with the current, extremely low-profile breakthrough of Donut Lab, which is most likely based on the know-how of a small German Mittelstand company called CT Coating AG. KUKA – The Old Model: Open Chinese Know-How Acquisition and Its Limits In 2016, the Chinese household-appliance giant Midea acquired the Augsburg-based robotics specialist KUKA for approximately €4.5 billion — at the time the largest Chinese takeover in Germany. The goal was crystal clear: secure world-class automation technology to scale battery and EV production. Today,…
