In the trillion-dollar energy storage track, household storage is an important scenario. In 2022, the “first year” era was opened. In 2023, large cylindrical batteries have gradually started to grow in the energy storage field and will continue to maintain a high growth trend. The 40 series large cylindrical battery has its own excellent performance such as super power, ultra-long battery life, and wide temperature range, which makes it continue to accelerate the penetration of household energy storage. The market demand for household energy storage is still in a high prosperity state, and the main market is still distributed overseas. According to the calculation of the Energy Storage Application Branch of the China Chemical and Physical Power Sources Industry Association, it is expected that the penetration rate of household energy storage will reach 28% by 2025, and the penetration rate of household energy storage in Europe is expected to increase from 18% in 2022 to 56% in 2025. Household energy storage has become an important part of the energy storage industry chain and one of the golden tracks in the future.
Large cylindrical battery industry chain scale development
On the surface, although the manufacturing process of large cylindrical batteries is simpler and more efficient than traditional small cylindrical batteries and other forms of batteries, it puts forward higher technical requirements for equipment suppliers, chemical material suppliers and electric vehicle companies. The large cylindrical battery has a simple process and high standardization, as well as the characteristics of reduced structure and simple grouping at the whole package level. It has certain advantages in overall cost. If you want to realize the advantages, you need to work together in all links of the industry chain to reach the scale inflection point.
The road to mass production of large cylindrical battery production lines
Based on the performance advantages of large cylindrical batteries, many manufacturers are ready to prepare for mass production lines. However, the road to mass production of emerging technologies will always have twists and turns. The production line of large cylindrical batteries must not only meet the increase in quantity, but also overcome the difficulties of key parameters such as precision and qualified rate in production. BYD helps Digital Energy further layout the large cylindrical lithium battery market. The application scenarios of 4680 and 46120 batteries can fully meet the products of 1-200 kWh.
