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Huawei's positioning in the energy storage industry continues

2021-11-17

At the end of October 2021, Huawei held a team formation conference in Songshan Lake Park. Huawei founder and CEO Ren Zhengfei, Chairman Liang Hua, several rotating chairmen and other senior executives attended the conference. At this conference, Huawei established five legions. They are: coal mining Corps, smart Road Corps, Customs and port Corps, smart photovoltaic Corps and data center Energy Corps. Thinking of the current new energy track, the establishment of data center energy corps caused a hot discussion within the industry.

Huawei's energy storage ambitions

Since this year, Huawei's layout in the energy storage industry has been one after another. In June 2021, Huawei Digital Energy Technology Co., LTD was established. On October 27, 2021, Huawei won the world's largest energy storage project -- Saudi Red Sea New City, which has an installed capacity of 1300MWh. On October 29, 2021, Huawei set up the Data center Energy Corps in Songshan Lake Industrial Park. These three steps seem to be unrelated, but actually they are related.

As we all know, Huawei is good at differentiation. At that time, Huawei photovoltaic inverters developed slowly by relying on group series inverters, an unpopular field under the subdivision track, and pioneering scientific research and innovation. In just a few years, in 2020, The global pv inverter shipments, Huawei ranked first in the world, capacity up to 41.7GW, market share of more than 23%, more than the second several positions.

Similar to the photovoltaic industry, the energy storage industry has been segmented into different upstream, middle and downstream players. Battery suppliers are BYD and Ningde Time; The inverter supplier is Sunshine Power Supply, the project developer is Yongfu Stock, Power China Construction. For Huawei, supporting equipment is its specialty, as is the growing experience of photovoltaic inverters.

Huawei's entry into the energy storage industry is not only a goal of Huawei, but also a natural move to save the company's survival after its consumer terminal business is limited. Huawei already had a huge advantage before entering the energy storage business. First of all, Huawei is a high-quality communication equipment supplier in China, with incomparable advantages in intelligent network.Secondly, Huawei has accumulated quite a number of unique patents in the development of photovoltaic inverters, providing a large number of advanced technologies for entering the energy storage industry. Finally, Huawei has a huge R&D team of tens of thousands of people, which is the biggest foundation for Huawei to enter the energy storage industry!

Huawei Digital Energy

According to Chumhum, Huawei Digital Energy Technology Co., Ltd. was formally established in June 2021. The legal representative of the company is Hu Houkun, the rotating chairman of Huawei, which shows that Huawei's senior management is optimistic about the energy industry. The company has a registered capital of 3 billion yuan, and its business scope is mainly online energy metering technology research and development; Research and development of emerging energy technologies; Energy recovery system development; Electromechanical coupling system research and development; New energy vehicle electrical facilities sales, etc. From the side, the company's goal is to vigorously enter the new energy industry, and actively seek profit growth points.

Huawei Digital Energy has five major businesses: site energy, digital center energy, intelligent photovoltaic, vehicle energy, and module energy. "Familybucket" has nearly 60 series of products, providing a complete set of ecological solutions including various products.

In the future, Huawei will focus on six directions.

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LISA CHEN

Ms. LISA CHEN

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