Polaris Smart Grid Online : Energy storage system (ESS) will become lithium battery New blue ocean market. As Europe, the United States, Japan and the mainland of China have successively promoted the BEMS pilot program, driving a large number of demand for energy storage systems, it has attracted many large lithium battery manufacturers to invest in slot business opportunities. In particular, Japan recently passed 30 billion yen Energy storage equipment The subsidy budget will further encourage Panasonic, Sony, Sharp and other Japanese manufacturers to expand their product lineup, which will stimulate the increasing shipment of lithium battery cells and modules.
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Lv Xuelong, an IEK industry analyst at the Industrial Research Institute, said that lithium batteries are gradually moving from 3C consumer electronics to electric vehicles (EV), energy storage systems and other applications with greater power capacity. Among them, since the energy storage system can combine renewable energy, grid load leveling system, transmission and distribution management mechanism, and household and commercial energy storage services to create BEMS and household energy management system (HEMS), it has great market development potential and will bring huge business opportunities for lithium battery materials, modules, and equipment manufacturers in Japan, South Korea, mainland China, and Taiwan in the next few years.
At this stage, all countries are actively engaged in the BEMS and HEMS pilot operation plans focusing on energy storage equipment, especially Japan, which has the fastest progress and will become the target market for lithium battery plants to make profits as soon as possible. Lv Xuelong analyzed that the explosion of the Fukushima nuclear power plant caused by the 311 earthquake in Japan has led to the continuous burning of the issue of local governments, enterprises and even families pursuing green energy homes. Therefore, the Japanese government has proposed subsidy plans for BEMS and HEMS respectively; If the lithium battery energy storage system with a price of more than $20000 passes the SII certification, it can receive subsidies ranging from 30% to 50% depending on the use, which will greatly enhance the purchase intention of enterprises and general consumers.
With the rapid growth of the energy storage market, the estimated shipment of lithium batteries in this application field will jump from 204MWh in 2011 to 677MWh in 2012; In 2013, it is expected to double again to 1520MWh. We are optimistic about the business opportunities of energy storage system. Panasonic, Sony, NECTOKIN, Sharp, Xingheng Energy in mainland China, Saft in Europe and A123System in the United States and other battery plants have invested heavily in the development of lithium battery energy storage equipment, which will inject a lot of revenue growth momentum into the upstream material, module and packaging supply chain.
Taking Sony as an example, the total amount of lithium iron phosphate purchased as battery cell material in 2012 is expected to increase by nearly four times compared with last year, reaching 750 tons, encouraging Taiwan and mainland lithium battery cathode material factories to strive for orders; In addition, Sharp also expanded cooperation with Taiwan battery cell and module manufacturers to deploy multiple energy storage system solutions.
Lv Xuelong pointed out that the Japanese SII has passed the subsidy certification of about 30 types of lithium battery energy storage equipment, promoting the rapid expansion of this application; Japanese manufacturers will also take the opportunity to pursue, continue to strengthen the product lineup in 2013, and specifically target the small household market to further promote the popularity of energy storage systems. At that time, Taiwan's lithium battery industry will also benefit from the development and obtain more orders.
However, the price difference between lithium batteries and lead-acid batteries is still as high as three to four times. To enter the small household energy storage market where the purchase budget is tight, lithium battery factories still need to work hard to reduce the price of unit electricity, so as to more effectively highlight the characteristics of stable lithium batteries, long life and light weight, and stimulate users to purchase. Therefore, Japanese and Korean manufacturers are accelerating the research and development of new materials and packaging technology, so as to improve the power density and achieve the effect of price reduction.
