巨头退场！松下宣布关闭光伏业务部门

Core Viewpoint - Panasonic has announced the closure of its solar and energy storage business, shifting focus to areas with greater strategic impact while expressing confidence in solar and energy storage technologies [1]. Summary by Sections Business Closure - Panasonic plans to terminate its solar and energy storage business line, which has been operational for over 25 years, previously serving as a major supplier for SolarCity/Tesla [1]. - The decision is driven by financial considerations, as the company aims to outsource production and concentrate on product design and sales [1]. Market Dynamics - The solar industry has undergone significant changes in the past two to three years, with declining costs for components and batteries, alongside the emergence of new technologies [1]. - Panasonic's solar business director highlighted that manufacturing has become a low-margin business, making it challenging for manufacturers to invest in new equipment [1]. Historical Context - In 2013, Panasonic partnered with Power-One to develop energy storage systems and utility-scale photovoltaic inverter businesses [1]. - By 2020, Panasonic held a significant position in the global lithium battery market for energy storage, second only to CATL [1].