The demand for portable energy storage will continue to grow, and which industry |
Release time:2023-01-13 15:32:40| Viewed: |
The demand for portable energy storage will continue to grow, and which industry market potential is worth exploring!
In recent years, with the increasing popularity of mobile intelligent terminals such as mobile phones and tablets, it has become a trend to seek free and natural outdoor life, and the demand for outdoor power is increasing; In addition, in recent years, natural disasters have appeared frequently, and the stability of power supply has been affected. Emergency standby power supply has gradually become an important spare in family life.
In the past, small oil-fired generators were mainly used for outdoor and emergency power supply, but the oil-fired generators were noisy, complex and polluting the environment, so the portable energy storage industry based on lithium battery and other clean energy technologies was gradually emerging.
At the same time, driven by the development of new energy vehicles, the upstream lithium-ion battery industry has matured, and the portable energy storage industry has developed rapidly.
The manufacturing end is concentrated in China
Portable energy storage products belong to manufacturing products and are sensitive to the cost of upstream components, including cell, electronic components, inverters, structural components and labor costs.
China's supply is relatively sufficient, and it has certain advantages in the supply of raw materials and parts. At the same time, China's consumer electronics manufacturing industry has complete upstream and downstream supporting facilities, and complete infrastructure. The manufacturing industry has obvious comprehensive advantages in the global industrial chain in terms of cost, technology, quality, and supporting industrial chain. Therefore, the global portable factories are mainly distributed in China, accounting for more than 90% of the production and shipments.
The second is the demand of the application market. The United States and Japan, as the largest application markets, have sprouted some private brands and occupied a small part of the market. However, some of its brands, such as Goal Zero, have chosen to adopt the production mode of Chinese enterprises, while other brands have also adopted the mode of independent research and production.
In terms of the market, according to Wu Hui, president of the China Battery Industry Research Institute, the portable energy storage industry currently presents a regional competitive pattern in which the manufacturing end is in China and the consumer end is overseas. The world's portable factories are mainly distributed in China, accounting for more than 90% of the production and shipments.
The second is the demand of the application market. The United States and Japan, as the largest application markets, have sprouted some private brands and occupied a small part of the market. However, some of its brands, such as Goal Zero, have chosen to adopt the production mode of Chinese enterprises, while other brands have also adopted the mode of independent research and production.
From the perspective of sales end, the United States is currently the world's largest application market for portable energy storage, mainly due to the high proportion of outdoor travel in the United States, which is close to 50%. In 2021, the proportion of application end in the world will reach 45.2%;
The second is Japan, which accounts for 27.8% of the global emergency applications, mainly due to the frequent occurrence of disasters and accidents such as earthquakes in Japan, and the high demand for emergency power equipment. In Europe and Canada, the main demand is still outdoor activities and emergency response.
Since most portable energy storage products in the world are produced in China, the Chinese market is mainly analyzed from the output value. Affected by the development of lithium battery industry, the output value of portable energy storage in China has increased rapidly, reaching 9.37 billion yuan in 2021. With the pull of the downstream application market, the industry will continue to maintain high growth.
Broad market prospect
In recent years, with the increasing demand for outdoor power and the frequent occurrence of natural disasters, the emergency standby power supply has gradually become an important spare in family life, and the portable energy storage industry has developed rapidly.
According to EVTank data, in terms of shipment volume, in 2016, only 52000 portable energy storage devices were shipped globally, and by 2021, the shipment volume reached 4.918 million, an increase of 135.5% year on year. In terms of market size, the global portable energy storage market size in 2016 was only 60 million yuan, and the market size in 2021 has reached 11.32 billion yuan.
In the field of outdoor activities, Wu Hui said that outdoor leisure includes many scenes such as camping, RV, road travel, mobile phone, computer, tablet, UAV, lighting, photography, etc. It is expected that in the future, outdoor activities will still be dominated by outdoor leisure, while outdoor activities will be dominated by high-volume products, which will also occupy a certain share of the outdoor market. It is estimated that by 2026, the new demand for outdoor activities will reach 12.34 million units.
From the perspective of market space, the number of outdoor activity households in the world will be about 150 million in 2021, and the market penetration rate will be only 2.3%. It is estimated that the total number will reach 193 million by 2026. According to the life cycle of portable energy storage equipment, its outdoor activity market penetration rate can reach 13.9%.
In the field of emergency electricity, Wu Hui said that in the future, with the gradual popularization of emergency standby power supply and the gradual replacement of portable energy storage products for small oil-fired generators, the demand space for portable energy storage products in the emergency preparedness market will be broader. It is estimated that by 2026, the new demand in the global emergency field will reach 11.06 million units.
From the perspective of market space, the total number of households in the global emergency field will be about 11 million in 2021, and the market penetration rate will be only 3%. It is estimated that the total number will reach 14 million by 2026. According to the life cycle of portable energy storage equipment, the market penetration rate in the emergency field can reach 19.1%.
At the same time, Wu Hui also predicted the global total shipment volume and market size, and predicted that there would be more than 27 billion Internet of Things connections by 2026. The advent of the Internet of Things era will further promote the per capita power demand, especially the per capita portable power demand.
After the cost of portable energy storage based on lithium battery is further controlled, it will be replaced on a large scale and new users will increase.
Under the influence of the epidemic, long-distance travel is limited to a certain extent, and the "camping" economy is gradually hot, and the demand for portable energy storage devices has increased. It is estimated that the global and Chinese shipments of portable energy storage devices will reach 29.4 million and 27.11 million respectively by 2026, and the global composite growth rate of shipments from 2022 to 2026 is expected to reach 39%. |