With the growing demand for energy storage cost reduction and efficiency improvement, battery cells are moving towards larger capacities. Currently, several battery cell companies have launched 500Ah+ large-capacity battery cell products or are planning related developments, accelerating the iteration process.
The evolution of energy storage battery cells from 280Ah to 300+Ah took approximately three years, while the transition from 300+Ah cells to 500+Ah and even 600+Ah took only two years.
Currently, 314Ah systems are highly mature. For investment purposes, the safety, lifespan, and system stability of large-cell integration solutions are limited to equipment manufacturer inspection reports. Without reliable operational data, the operational performance of large-cell integration is uncertain, and short-term adoption of large-cell integration solutions may be difficult.
Therefore, the large-scale application of large-cell integration will not happen overnight. Battery cell companies will comprehensively consider the process difficulty, cost, and market acceptance, while investors will comprehensively consider factors such as battery cell safety, economic benefits, and the convenience of battery cell replacement.