Core Insights - The rapid expansion of data centers in China, driven by the "East Data West Computing" initiative and the AI wave, is significantly increasing the demand for Uninterruptible Power Supply (UPS) systems, which are critical for power stability in high-performance computing scenarios [1] - The market for data center batteries is projected to see a substantial increase in shipments, with total battery shipments expected to reach 14.7 GWh in 2024, marking a growth of 20.2% [1] - Lead-acid batteries will continue to dominate the market, with shipments expected to be 13.7 GWh (an 18.1% increase), while lithium batteries are anticipated to grow by 58.5% to reach 1.0 GWh, increasing their market penetration from 1.7% in 2021 to 7.0% in 2024 [1] Market Dynamics - The current landscape for lead-acid batteries in data centers is characterized by intense competition, driven by the scale expansion of data centers and higher standards from downstream clients such as internet companies and financial institutions [3] - Leading manufacturers in the lead-acid battery market for data centers include Danden, Shengyang, and Nandu, with the top five companies positioned in the leadership quadrant [3] - The lithium battery market is primarily targeted at internet companies, with a trend of technology and application experiences being imported from overseas to domestic markets, indicating a future increase in lithium battery shipments and intensified market competition [3]
赛迪顾问发布《2024年中国数据中心铅酸蓄电池市场研究报告》等