With the expansion of AI data centers,the 'stable supply of electricity'has become an even more critical issue. Amid challenges for power transmission and generation infrastructure to keep up with rapidly expanding electricity demand, AI servers cannot tolerate even temporary power shortages or momentary outages. Data center operators, constrained by physical supply limitations,accelerating the adoption of BESS (large-scale battery storage systems) integrating batteries, PCS (power conversion systems), and control software.forcing companies to respond. Energy storage systems have already become 'essential infrastructure for power grids,' and recently, speculation has spread that battery businesses could be included in the second wave of US-targeted investment projects. Although these were not directly included in this project, market attention is expected to continue growing.
◆ The Big Picture of the Battery Storage Business – Where Are the Profitable Opportunities?
The battery-related business can be divided into the following three layers It is easier to organize when viewed from this perspective.
① Battery cells (hardware): Cell manufacturers that produce lithium-ion batteries and the like. While production volume is high, price competition with Chinese companies is intense.
② Power × Energy storage systems (main focus): PCS (Power Conversion System) / EMS (Energy Management System) and other...