The household storage market has exploded beyond all expectations, and the battery shortage has become the biggest bottleneck to the industry’s development in the short and medium term.
Recently, the energy crisis in Europe has often been “overwhelming”, Germany has closed the escalator, Spain has reopened the pottery to cool down, and the Poles have queued up to buy coal.
This wave of the European energy crisis has given the residential energy storage route enormous room for development. In the eyes of industry insiders, the development of household energy storage can be seen as a sea of stars.
And behind this sea of stars, there is still a certain “shadow”. The household storage market has exploded beyond all expectations, and the battery shortage has become the biggest bottleneck to the industry’s development in the short and medium term.
The number of companies entering the home storage track has also surged many times over.Most companies with early ticket positions achieved double the revenue and profitability in the first half of this year.
HOUSEHOLD BATTERY MANUFACTURERS IN THE RACE.
For household energy storage, the system of Small Cells is very important, which requires key experiences such as SOC, BMS capabilities, software and charge-discharge balance. Obviously, the market for small capacity batteries suitable for household storage does not have enough reserves, given the rapidly growing market for household storage.
The single capacity is 10-50 Ah, the flexibility and adaptability are stronger, and it can meet the requirements of diversified energy storage application scenarios.It has made great breakthroughs in many aspects such as cost, flexibility, consistency, safety and durability.
HOUSEHOLD ENERGY STORAGE BATTERY HEAVIER PRODUCT DESIGN.
Household energy storage as a small energy storage battery seems to focus on storage, but subsequent battery management and whole-home energy allocation are equally important. Therefore, the key competitiveness of household energy storage batteries lies in the product design capabilities.
Energy storage battery product design is mainly about matching energy storage inverters (different countries/regions have different requirements) and customized product design for customer needs.
For example, the BMS (battery management system) in the energy storage system needs to be adapted to the energy storage inverter.The controller of the energy storage inverter communicates with the BMS through the CAN interface to obtain status information of the battery pack, which can protect the battery charging and discharging to ensure the safe operation of the battery.
Among them, the energy storage BMS should have the function of monitoring the battery voltage, current and temperature in real time, and then realize the calculation of battery status such as SOC and SOH to realize the functions of balance management. Battery thermal management and fault reporting.
Reportedly, the energy storage BMS is different from the vehicle BMS, which has higher requirements to adapt to the environment. The energy storage system is more complex and huge, with deeper charging and discharging depth and longer life cycle.The energy storage BMS must cope with a more complex energy management system.
By 2025, China’s energy storage BMS market value will reach 17.8 billion yuan (including overseas exports), with a compound annual growth rate of 47%.
Sixclocks which have a high market share in the international residential energy storage battery market, are fully independent research, development and production enterprises in key areas such as batteries, BMS and system PACK. In the short term, strong battery capacity has obvious advantages in the field of household energy storage.
THE TREND OF REDUCING THE COST OF HOUSEHOLD ENERGY STORAGE BATTERIES IS OBVIOUS.
Overall, the development trend of household storage batteries is mainly reflected in the reduction of production costs, the reduction of the risk of thermal runaway, and the improvement of battery adaptability.
First, increased production efficiency can lead to lower monomer production costs. A typical household energy storage system generally has 5 kW (component + inverter) with 10 kWh (energy storage battery), and the battery is the core of the energy storage system and accounts for about 45-50% of the cost. Then the cost reduction of the battery cell is very important for the energy storage system.
Second, improving safety reduces the risk of thermal runaway. At present, most household storage systems lack precise temperature control systems, so there are higher requirements for the safety of the battery itself.
Finally, the smaller single cell capacity can improve the adaptability of the battery, and the module shape and charging capacity are more diverse.
From the perspective of monomer capacity, household energy storage cells mainly include squares, large cylinders and soft packs. Among them, the monomer capacity of large cylinder is 10 Ah to 50Ah, square is 50Ah to 300Ah, and soft bag is 30Ah to 80Ah.
A smaller cell capacity determines the variety of cell module formation and module capacity, which can bring together household storage and portable energy storage systems with different charges. GGII also believes that small capacity batteries below 100Ah still have a long application life cycle in household storage.
In the increasingly popular household storage high-voltage system, smaller cell capacity is more suitable. Currently, the European household storage market (especially the Nordic + German-speaking regions) is going through a product iteration from low-voltage to high-voltage systems, increasing the voltage platform to reduce current, ultimately reducing system heat generation and improving discharge efficiency.
Generally, as the voltage platform increases, the cells must be manufactured with low capacity to keep the total capacity of the energy storage system unchanged (home storage systems are typically within 10 kWh). The energy storage cells of low voltage platforms are mostly 100 Ah, while the high voltage platforms are gradually changed to 50 Ah (Ningde expects to mass produce 26 Ah products in the second half of the year, and Haichen energy storage has large cylindrical cells reached 10-50 Ah).
At the mid-year financial report exchange meeting of a leading domestic optical storage company, management also mentioned that household energy storage in terms of long-term grid friendliness, adaptation to household appliances and adaptation of charging stacks has the soft power is the key, but the supply shortage of battery cells in the short and medium term 1-2 years is still the key.