The acceleration of 5G construction has opened up the market space for lithium iron phosphate industry chain for base station energy storage; and under the cost pressure and technological breakthroughs, the fixation on commercial vehiclelithium iron batteryExpected to fight with ternary battery new energy passenger car market. "Hibernation" for many years of lithium iron phosphate battery will spiral back to a new cycle. "The construction of 5G base stations for lithium iron (market) is exponential or even several times the growth." Industry insiders so predicted.

Communication base station field is becoming a new important application scene of lithium iron phosphate battery.

Following last week's tender by China Mobile to purchase about 1.95GWhLiFePO4 BatteryAfter that, China Tower released the "2020 Power Backup Lithium Iron Phosphate Battery Pack Product Intensive E-commerce Procurement Project Procurement Announcement" on March 11, and will tender for the procurement of 2GWh lithium iron phosphate battery packs. According to the announcement, the applicant must have the production capacity of lithium iron phosphate battery packs (including the independent production capacity of lithium iron phosphate battery core).

Within 10 days, two 5G construction giants announced nearly 4GWh of procurement bids for 5G base stations on theLiFePO4 BatteryThe demand is visible.

Industry insiders believe that lithium iron batteries are the most suitable for base stations at this stage, especially the 5G base station energy storage technology route, with the commercial promotion of 5G, lithium iron batteries will usher in a new dividend period, "the construction of 5G base stations is exponential or even several times the growth of lithium iron (market)." Densely arranged 5G base stations show a trend of miniaturization and lightweight, energy storage batteries need to use lithium batteries with higher energy density, and most of them will use lithium iron batteries for power backup, "like the roof of the building of the 5G base station is not possible to use bulky lead-acid batteries, only lithium iron batteries."

In addition, 5G base station lithium iron phosphate storage battery can also be used for time-sharing tariff "peak shaving".

China Unicom previously released "5G can make the ubiquitous power Internet of Things 2020" on the 5G base station energy storage peak application scenarios, which means that the number of cycles of the base station energy storage battery will be significantly increased. According to Tianfeng Securities calculations, 7000 cycle life, lithium iron phosphate battery cost is only one-third of the traditional lead-acid batteries; and is expected from 2020 to 2023, 5G base station brought back-up power storage demand for 7.6GWh, 9.7GWh, 10.8GWh and 11.9GWh respectively; if "5G + peaking If "5G + peaking" is realized, it will bring further significant growth in demand for lithium iron phosphate energy storage batteries.