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Lithium iron phosphate ion battery is the application trend of base station standby power supply. Compared to 4G and 5G base stations, the density of base stations is higher, and the number of base stations has increased. The demand for batteries has also increased, and operators have requirements for the weight and volume of batteries, preferring lighter and smaller batteries. Compared with lead-acid batteries, Lithium iron phosphate ion batteries have more advantages. Industry insiders believe that the Lithium iron phosphate ion battery's own performance advantages fully meet the needs of the 5G era, combined with the continuous decline in cost and technological progress, its development potential in the field of energy storage is huge.
2019 was the first year of global 5G commercial use, and large-scale construction began in 2020. Since 2020, China has intensively deployed 5G and other New Infrastructure projects. It is expected that more than 5 million macro base stations and tens of millions of micro base stations will be built in China within five years. According to the investment and construction scale, it is estimated that in the next five years, the demand for Backup battery of China's new and reconstructed 5G base stations will exceed 50GWh, and the overall overseas demand will be the same as that of China. It is estimated that the total demand for 5G base stations in China in the future will be about 15 million to 20 million, and the corresponding demand for Lithium iron phosphate ion batteries will reach 8.4GWh.
The Lithium iron phosphate ion battery is also important for new energy vehicles and new energy buses. Therefore, at present, the rise of Lithium iron phosphate ion battery mainly depends on new energy vehicles and new energy buses. In the field of 48V batteries, Lithium iron phosphate ion batteries will also play a role. Many domestic power lithium battery companies, such as CATL and Lishen, are carrying out research and development and industrialization layout of 48V lithium ion batteries based on the Technology roadmap of Lithium iron phosphate everywhere. With the introduction and acceleration of automobile enterprises, the application supporting facilities of lithium ion battery companies will also be accelerated.
In addition, Lithium iron phosphate ion batteries are increasingly used in many energy storage subdivisions such as base station energy storage and power grid. The trial of Lithium iron phosphate ion battery in the communication industry has accumulated sufficient experience in the current network, and the iron lithium ion battery with appropriate price and a large number of optional manufacturers will be "readily available". After all, shrewd lithium-ion battery manufacturers will never give up on the potential market of billions or even trillions in the communication industry.
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