1. Market demand for communication base station battery
With the in-depth development of 5G network construction and the rising demand for big data, Internet of Things, cloud computing and other technology applications, mobile communication base stations will play a greater role in the communication field in the future. Therefore, China Mobile will invest more in the construction of 5G base stations. It is estimated that the number of 5G base stations in China will reach 1 million by 2020 and 2 million by 2021. From the perspective of the overall 5G construction plan, it is estimated that the number of 5G base stations will exceed 3 million by the end of 2025; By the end of 2025, the number of 5G base stations will exceed 5 million. The more base stations, the greater the investment of operators in construction. Taking the 5G wireless data center as an example, each server needs a base station powered by 5W power. Suppose that the 5 G wireless data center runs for 2000 hours every day, each server needs 12 tons of electricity every year, about 8 kilowatt hours a day, and the total annual power demand exceeds 50 million kilowatt hours; According to the current construction progress and operation scale of the 5G base station, it needs to invest about 7 billion yuan in the power grid every year to meet the relationship between the demand of the 5G base station and the power demand for operation.
Lithium iron phosphate battery is a new type of low-cost high-performance lithium iron phosphate battery, which has the advantages of high energy density, small size, light weight, long cycle life, environmental protection, etc. It is widely used in vehicle power supply. Microwave communication base station battery equipment and power supply system.. According to the relevant person in charge of China Mobile, China Mobile is building more than 1 million 5G base stations, and its development in the communications industry is irreversible. Lithium iron phosphate battery has the characteristics of small size and light weight. At the same capacity, the cost of lithium iron phosphate battery is lower. Most mobile communication devices are high-power wireless handheld devices or small energy storage power supplies, among which lithium iron phosphate battery as a backup power supply has cost advantages and good endurance. With the development of economic level, people's quality of life and pursuit of high-quality life are also constantly improving. The mobile base station contains a large number of data transmission needs such as wireless data and various emergencies, and its capacity is a relatively stable and potential market space.
2. Market prospect analysis
China's communication base station market has huge demand and broad prospects. Since 2014, dozens of Chinese enterprises have participated in this market. From 2019, the Ministry of Industry and Information Technology will launch the "New Energy Vehicle Promotion Plan". By the end of 2020, 3.82 million new energy vehicles had been promoted nationwide, accounting for 18% of the total number of passenger vehicles. It is estimated that 300 million new energy vehicles will be promoted nationwide in the next five years. Compared with traditional fuel vehicles, new energy vehicles have the advantages of lower cost, stronger power, longer range, shorter charging time, and no emissions, and become the first choice in the "oil to electricity" industry. Among many new lithium battery products, lithium iron phosphate battery has huge development space and market prospects. Compared with ordinary lithium battery, lithium iron phosphate battery has the characteristics of long cycle life, fast charging speed, small size, low cost, etc., and has become an ideal battery replacement product for people at present and in the future for a long time.
3. Application case analysis of communication base station battery
Lithium iron phosphate battery has excellent performance and high cost performance, which can meet the needs of communication base stations to a large extent. Lithium iron phosphate battery is most suitable for communication base station. Such as mobile communication base stations in Shenzhen, Zhuhai, Guangzhou, Dongguan, Huizhou, Jiangmen, Zhaoqing, Zhongshan and other places in Guangdong Province. Lithium iron phosphate battery is mainly used for power supply or emergency power supply of high-power, multi-point and energy storage equipment. For example, 10 Ah/100 Ah lithium iron phosphate battery is used in Beijing Mobile Communication Base Station (Beijing, Qinhuangdao), Guangdong Mobile Communication Base Station (Guangzhou, Zhuhai, Shenzhen), Fujian Mobile Communication Base Station (Fuzhou, Xiamen, Quanzhou, Putian), Henan Mobile Communication Base Station (Luoyang, Zhengzhou, Kaifeng), Anhui Mobile Communication Base Station (Hefei, Chuzhou, Wuhu) and other mobile communication base stations. In addition, Shanghai Mobile Station and Guangdong Mobile Station use lithium iron phosphate battery as backup power supply, and Beijing Mobile Communication Station also uses lithium iron phosphate battery as backup power supply.