The energy storage system (ESS) will become the new blue ocean market for lithium batteries. As Europe, the United States, and China continue to promote the Building Energy Management System (BEMS) pilot program, driving the demand for a large number of energy storage systems, it has attracted many lithium battery manufacturers to invest in card slots. In particular, Japan recently passed the 30 billion yen energy storage equipment subsidy budget, and encouraged Japanese companies such as Panasonic, Sony and Sharp to expand their product lineup, which will stimulate lithium battery cells and module shipments to rise.
Lv Xuelong, an industrial analyst at ITRI, said that lithium batteries are gradually entering the market for larger power capacity, such as electric vehicles (EVs) and energy storage systems, from the 3C consumer electronics field. Among them, because the energy storage system can be combined with renewable energy, grid load leveling system, transmission and distribution management mechanism, household and commercial energy storage services to build BEMS and home energy management system (HEMS), it has great market potential and will be In the next few years, it will bring huge business opportunities to lithium battery materials, modules and equipment factories in Japan, Korea, China and Taiwan.
At this stage, all countries are actively investing in BEMS and HEMS pilot operation plans based on energy storage equipment, especially in Japan, which is the fastest-growing target market for lithium-ion battery plants. Lu Xuelong analyzed that due to the explosion of the Fukushima nuclear power plant caused by the 311 earthquake in Japan, the local government, enterprises and even families pursued the issue of green energy homes. Therefore, the Japanese government has proposed subsidy plans for BEMS and HEMS respectively; Lithium battery energy storage systems with a price of more than US dollars can obtain 30 to 50% subsidies depending on the application as long as they pass the SII certification, which will greatly enhance the willingness of enterprises and consumers to purchase.
With the rapid growth of the energy storage market, shipments of lithium batteries in this application area are expected to jump from 204MWh in 2011 to 677MWh in 2012; in 2013, it is expected to double again to reach 1520MWh. Optimistic about energy storage system business opportunities, Japan's Panasonic, Sony, NECTOKIN, Sharp, China's Star Hengheng Energy, Europe Saft and the United States' A123System and other battery plants, have invested heavily in the development of lithium battery energy storage equipment, will be upstream materials, modules and The packaging supply chain has a lot of revenue growth momentum.
Taking Sony as an example, the total amount of lithium iron phosphate purchased in 2012 is expected to increase nearly four times compared with last year, reaching 750 tons, stimulating Taiwan and China's lithium battery cathode material plant to grab the order; in addition, Sharp It also expanded cooperation with Taiwan battery core and module factory to deploy a multi-energy storage system solution.
Lv Xuelong pointed out that Japan's SII has passed about 10 lithium battery energy storage equipment subsidies to promote the rapid expansion of this application; Japanese manufacturers will also pursue the trend, continue to strengthen the product lineup in 2013, and specifically lock in the small household market, further Push up the penetration rate of energy storage systems. By then, the development of Taiwan's lithium battery industry will also benefit and obtain more orders.
However, the price difference between lithium batteries and lead-acid batteries is still as high as four times. Lithium battery factories have to cut into the small household energy storage market with tight budgets. They still have to work hard to lower the unit price, in order to more effectively highlight the stability and long life of lithium batteries. The light weight features stimulate user purchases. As a result, Japanese and Korean companies are accelerating the development of new materials and packaging technologies to increase power density and achieve price reduction.