2022 H1 top 5 energy storage battery shipments companies in China

With the continuous expansion of downstream energy storage demand in China, the market size of the energy storage battery industry has increased, and the market demand has continued to grow. Judging from the financial reports of battery companies such as CATL, BYD, Great Power, and EVE in 2022 H1, energy storage battery shipments have become one of the fastest-growing sectors of each company. According to relevant data, this article has sorted out the top 5 energy storage battery shipments companies in 2022H1.

1. 2022H1 total energy storage lithium battery shipments

From the perspective of the total shipments of energy storage lithium batteries in 2022H1, CATL ranks first, followed by BYD, Great Power and EVE are tied for third, the fourth is REPT, and the fifth is CALB.

Energy storage is an important means of realizing carbon emission reduction in society, and it is an indispensable new energy infrastructure for a zero-carbon society in the future. The downstream application scenarios of energy storage are diverse, and the selection of core components such as energy storage battery devices is also different in different scenarios.

According to the difference of terminal application scenarios, energy storage is divided into four categories: electric energy storage, communication energy storage, home energy storage, and portable power station. The top 5 energy storage battery shipments list is based on the above four categories of energy storage. It is reported that the above four types of energy storage are also different in terms of battery requirements, development trends, and cycle life.

2. In the field of power energy storage

From the perspective of power energy storage, because it is mainly used in power generation side, grid side, industrial and commercial side and other fields, affected by factors such as safety, cycle life and regulatory policies, most of China's battery market in this field adopts the square iron-lithium route. The upgrading trend of power energy storage cells to large capacity and long cycle life is obvious. It is understood that the latest power storage cells of the current leading companies are long-cycle large-capacity models, and the capacity of mainstream power storage large cells has developed to 280Ah, and the upward trend is obvious. The maximum cycle life can reach 12,000 times, and the energy density is generally above 150Wh/Kg.

Relevant data shows that large cells have obvious advantages in power energy storage applications:

• Larger cells are easier to obtain high volumetric energy density;
• The use of components at the PACK end is reduced, which is conducive to cost reduction;
• Larger cells are easier to obtain high capacity;
• Security improvement;
• The assembly process in the integrated field is simplified.

At this stage, lithium iron phosphate batteries are mainly produced in a standardized mode, and the mainstream systems in the industry are concentrated in systems such as L80/100/125/170/200. Modules are developing in the direction of high integration and large volume.

3. Energy storage battery in the field of home energy storage

From the perspective of home energy storage, the system capacity is generally 5-20KWh. High pressure is an important trend in the development of home energy storage products. Compared with low-voltage systems, high-voltage batteries achieve high-voltage at the battery pack level by connecting multiple cells in series. Using batteries of the same capacity, the current of the high-voltage system is smaller, the disturbance to the system is smaller, and the conversion efficiency is higher. In terms of system design, the circuit topology of the high-voltage hybrid inverter is simpler, smaller in size, lighter in weight, and lower in failure rate.

In the household field, 50-100Ah products have more advantages:

• Under the premise of limited charge capacity and size space, higher system voltage can be obtained by connecting batteries in series;
• The series connection of the cells can save the DC-DC module, and the cost of the system product can be lower;
• Product solutions are more mature.

50-100Ah is still the mainstream of home energy storage in the short and medium term.

In terms of product performance, the requirements of home energy storage for batteries focus on long cycle life, wide temperature conditions, charge-discharge rate, and high volumetric energy density. In the future, the home energy storage battery cell cycle requirement will reach more than 6,000 times, and the rate requirement will reach 1C charge and discharge.

4. Energy storage battery for portable power station

From the perspective of the portable power station field, the portable power station is obviously affected by the supply chain of consumer electronics 3C lithium batteries, so the products are also similar to the diversity of 3C consumer goods. In terms of performance, the portable power station is gradually upgrading to the direction of large capacity and long cycle under the trend of increasing single-unit charge capacity and improving warranty period in the market. Among them, the capacity of cylindrical cells is increased to more than 3Ah / the cycle life is increased to more than 800 times.

On the whole, the batteries of portable power station are still dominated by cylindrical 18650 rechargeable batteries, and cylindrical 21700 and larger ones have been used in small batches in some occasions with more severe charging requirements. Portable power station selection considers cost and performance. In terms of cost, manufacturers have strict requirements on the cost of batteries, mainly NCM-18650 batteries. In the future, low-power (≤0.5KWh) products may gradually be switched to Chinese-made lithium iron or even lithium manganate and sodium ion batteries.

5. Application of energy storage battery in communication energy storage

Communication energy storage is mainly used for the backup power supply of communication base stations such as 4G and 5G. Due to the high degree of standardization in the downstream market, the lithium battery packs used in this field are mainly standardized products, with product models such as 48V50Ah and 48V100Ah as the mainstream.

In the past, the backup power storage of communication base stations was mainly lead-acid batteries, but lead-acid battery products polluted the environment, and were bulky and low in energy density, which could not meet the application requirements of new-generation communication technologies such as 5G base stations and pico base stations. In the future, lithium vs sodium battery are expected to become the mainstream choices of communication energy storage batteries.

In terms of cost and stability, lithium iron phosphate is the mainstream choice for communication energy storage in the short and medium term. However, with the further development of sodium-ion batteries, in the future, sodium-ion batteries and retired batteries that break through the consistency problem will further expand their market share.

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