Development status and market prospect of mobile energy storage

Development status and market prospect of mobile energy storage
This article mainly focuses on the characteristics and market of mobile energy storage.
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    With the increase in the number of downstream terminals and the improvement of users’ acceptance of mobile energy storage, the market for mobile energy storage will gradually open. This article mainly focuses on the characteristics and market of mobile energy storage.

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    1. What is a mobile energy storage system?

    Mobile energy storage is a portable energy storage system that can be transported by container or van. The mobile energy storage system can be used in cities, villages, mountains, islands, airport terminals and other scenarios. It can maintain power for important loads and improve power supply reliability. It can be used as a backup power supply, emergency power supply, and line ice melting.

    2. Characteristics of mobile energy storage

    Mobile energy storage has the characteristics of large capacity, high power, environmental protection, safety and portability. It can provide a power system with stable AC or DC voltage output.

    The battery capacity is between 100 Wh (Wh) and 3,000 Wh (Wh). Various interfaces such as DC, Type-C, and USB can match mainstream electronic equipment on the market, and are suitable for multiple scenarios such as outdoor travel, emergency disaster relief, medical rescue, and outdoor operations.

    3. What are the types of mobile energy storage?

    According to consumption scenarios, mobile energy storage can be divided into RV energy storage, portable energy storage, and home energy storage.

    3.1 RV energy storage

    RV energy storage is mainly divided into lead-acid batteries (leading) and lithium batteries, with lead-acid batteries accounting for 97%; lithium batteries are developing rapidly (technological maturity and cost reduction). Due to the impact of battery life, replacement and modification occupy the main market, and lithium batteries are currently mainly used in the aftermarket.

    At the same time, the lead-acid battery energy storage system is relatively mature and has been widely used in finished RVs; in recent years, the trend will be to add folding solar panels for backup power generation.

    RV energy storage is gaining momentum

    3.2 Portable energy storage/general energy storage

    Portable energy storage, also known as general energy storage, is divided into three categories according to different needs:

    1. Outdoor activities. Outdoor activities are divided into two categories, outdoor leisure market and outdoor operation market. The outdoor leisure market includes long-distance self-driving, mountain camping bases, off-road adventures, photography and fishing, etc. The current main market is Europe and the United States; with the rapid growth of the Chinese outdoor customer base, the Chinese market The development potential is huge; the outdoor work market is expected to account for 20% of the outdoor activity market, including outdoor work at heights.
    2.  In addition to the outdoor leisure and entertainment market, due to its lightness and other characteristics, another important use is emergency relief. The main market is Japan, accounting for 63% of the shipments in the emergency relief market. In addition, in the Japanese market, shipments of emergency relief demand in 21 years accounted for 87% of its total portable energy storage market. It is expected to account for 37% in 26 years, including flood rescue, mobile medical epidemic prevention, etc.
    3.  Other markets, which are expected to account for 19% in 2026, can be used for vehicle charging, DIY, and power consumption in areas with insufficient power.

    3.3 Home energy storage

    The basis of the home energy storage system is mainly electrochemical energy storage, which is mainly used for home power backup, yachts, emergency use, and power supply for out-of-home electronic equipment.

    At present, the main development market is Europe. Electrochemical energy storage is further divided into lithium-ion batteries and lead-acid batteries, of which lithium-ion batteries dominate; according to CNESA data in 2022, lithium-ion batteries accounted for 88.8%, and lead-acid batteries accounted for 10%.

    4. Analysis of mobile energy storage industry chain

    • The upstream core products of the mobile energy storage industry are batteries, inverters, power modules and electronic components. In the upstream link, batteries, inverters and photovoltaic power generation have core technical barriers, and the supply in the Chinese market is relatively sufficient.
    • The middle reaches of the mobile energy storage industry are manufacturers that design, develop, and manufacture portable energy storage products. Both self-production and contract processing are common in the industry.
    • The downstream of the mobile energy storage industry is channel and brand operators, which are divided into online and offline channels, and the two channels are divided into direct sales and non-direct sales respectively. Portable energy storage products are mainly sold online.

    Global mobile energy storage shipments and market size are increasing year by year

    From 2018 to 2023, the global shipments and market size of portable energy storage power supplies will increase year by year. Although the mobile energy storage industry started late and has a short development time, it has rich application scenarios, a wide audience and fast development speed. It is expected that the overall mobile storage industry will The market size of the power supply industry will continue to grow and will reach 122.64 billion yuan in 2027. China is currently the main producer of portable energy storage power supplies in the world.

    In 2020, China’s output of portable mobile energy storage power supplies will account for 91.9% of the global market. Portable mobile energy storage power supplies are manufactured products, and midstream manufacturers are more sensitive to upstream electronic components and labor costs. Thanks to the advantages of China’s consumer electronics manufacturing industry chain and its complete infrastructure, China is the world’s leading manufacturer. It is also a big country in the industry and a big producer of portable mobile energy storage power.

    However, from the perspective of application, the United States is the world’s largest portable mobile energy storage application market, accounting for 47.3%. The main reason is that the United States has a large demand for portable mobile energy storage power; Japan is the world’s second largest portable mobile energy storage application The market accounted for 29.6%. The main reason for the high penetration rate of outside activities is that disasters and accidents such as earthquakes in Japan occur frequently, and there is a large demand for emergency equipment.

    At present, China’s portable mobile energy storage power application market accounts for a small proportion, less than 5%, which is still in its infancy. However, with the liberalization of the epidemic in China and the popularity of outdoor activities, the application fields of portable mobile energy in China will gradually increase, and the proportion in the global portable mobile energy storage market will gradually increase.

    5. Analysis of mobile energy storage industry

    The mobile energy storage industry has three major characteristics: falling upstream raw material prices, fierce internal competition, and abundant downstream usage scenarios. Since 2023, the price drop of upstream raw materials for mobile energy storage has led to a downward trend in the price of portable energy storage cells.

    At the same time, due to a large number of emerging companies entering the mobile energy storage industry, industry competition has become increasingly fierce, product homogeneity is serious, and the industry has gradually entered a stage of rapid development.

    With the increasing use of portable mobile energy storage power supply scenarios, the surge in enthusiasm for outdoor activities around the world after the epidemic, and the improvement in emergency preparedness awareness, consumers’ demand for portable mobile energy is increasing, which makes the long-tail effect of the industry. obvious.

    The mobile energy storage industry has gradually entered a stage of rapid development

    6. Market status and prospects of mobile energy storage

    6.1 RV energy storage

    The shipments of RV energy storage are mainly in Europe and the United States, but Asian countries are developing rapidly. The lead-acid battery energy storage system is relatively mature and has been widely used in finished RVs; in recent years, the trend will be to add folding solar panels for backup power generation. According to the reality of the data, it is estimated that in 2026, the sales volume of the RV battery market will be 437 million US dollars; with the iterative upgrade of the energy storage system, there will be greater opportunities for RV energy storage.

    6.2 Development Status of Mobile Energy Storage

    Mobile energy storage is mainly sold online, and global shipments are growing rapidly. According to estimates, the CAGR for 20-26 is expected to be 57%. At the same time, the outdoor leisure market is expected to account for 80% of the outdoor activity market, while the outdoor operation market is expected to It accounts for 20% of the outdoor activity market; in terms of emergency and disaster preparedness, it is expected to account for 37% in 26 years, and other markets are expected to account for 19% in 26 years.

    6.3 Development Status of Household Energy Storage Market

    Home energy storage is mainly sold offline and relies on downstream installers. It is estimated that the global household energy storage capacity space will reach 57.66GWh in 2025, and the compound growth rate from 2021 to 2025 will be 91%.

    Among them, the European market is the largest, with a new installed capacity of 41.09GWh in 2025, a compound growth rate of 112%; the US market will increase its installed capacity by 7.90GWh in 2025, with a compound growth rate of 71%.

    7. Summary

    In short, mobile energy storage can be regarded as a “large outdoor power bank”. In short, with the increase in the number of downstream terminals and the improvement of users’ acceptance of portable mobile energy storage, the market for portable energy storage will gradually open.

    By 2025, It is estimated that the increment of electrochemical energy storage will reach 12GW/year, and the cumulative installed capacity will be about 40GW. In the energy storage industry chain, various electrochemical energy storage technologies and mobile energy storage systems have ushered in opportunities for explosive growth.
    The mobile energy storage market is gradually opening up

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    I’m Anna and I have worked for years in battery manufacturing industry. Introducing professional batteries knowledge, especially in lithium-ion battery with a solid background, I enjoy sharing ideas with people at all stages if they are interested or work in energy industry. I now help you understand the most advanced technology about batteries and bring you the latest news in this industry .

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