2022-01-03
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The global 2050 net-zero carbon emission target. In addition to the previous large carbon emitters from Taiwan and the state-owned enterprises TCC and CNPC taking the lead in energy transformation, Taiwan's large enterprises such as the leading wafer foundry TSMC have also actively planned their net-zero emission path in recent years. In 2018 TSMC's uninterruptible power system (UPS) uses lithium-iron phosphate batteries to replace lead-acid batteries, saving at least 17 million kilowatt-hours of electricity annually. In fact, compared with other battery technologies, lithium-iron phosphate batteries are environmentally friendly, have a long life, and are low in cost , High safety, but poor low temperature characteristics. All in all, issues such as renewable energy and energy storage have attracted much attention in recent years in the energy transition policies of various regions.
Lu Xuelong, manager of the Obstetrics International Institute of the Industrial Technology Research Institute, said that since 2015, grid-level energy storage applications have risen rapidly, gradually developing from demonstration and verification to commercial applications. Coupled with the impact of the COVID-19 epidemic in 2020, the development of energy storage has risen against the trend.
Taking UPS lithium battery business opportunities as an example, TRUEWIN Technology, established in 2017, takes lithium battery modules and energy storage system solutions as its main business, and develops telecom cabinets, industrial energy storage cabinets and commercial cabinets. TRUEWIN said , The estimated revenue in 2021 is about NT$1.01 billion, mainly from TSMC’s UPS lithium-iron battery orders. In addition, Taiwan’s Big Brother, one of the three telecommunications giants, is cooperating with Truewin Technology. Truewin further pointed out that since 2018, that is, It has provided more than 167MWh lithium-iron battery modules for semiconductor-related companies across semiconductor factories in the United States and mainland China.
Faced with the fact that various manufacturers are looking for ways to transform energy, Yanfei Lee, chairman of Truewin Technology, said that in terms of renewable energy creation, Taiwan is actively promoting the construction of wind power and solar photovoltaics, and there is an urgent need for energy storage system equipment. Looking forward to the future, Truewin Technology revealed two major business goals. One is to invest more in household energy storage systems in 2022, so that the May 13 blackout in Taiwan in 2021 will not repeat itself. Another plan will focus more on the development of a large number of diverse and customized battery management systems (BMS), creating differences with domestic and foreign lithium battery manufacturers.
In addition, in addition to improving the quality of equipment, Truewin Technology can also detect abnormal parts of each battery string in advance through data collection and routine operation, and make optimal control strategies and parameter configurations in different environments and time points.
American company Eaton Electric also recently stated that it will focus on the direction of digital management strategy in 2022. Gong Honghua, general manager of Eaton Electric Taiwan and Japan, pointed out at SEMICON TAIWAN 2021 that the new crown epidemic has accelerated the digital transformation of industries, including storage, movement, processing and analysis. Energy is needed, and data centers have become power-hungry monsters. At present, most data centers still use the old energy management mechanism. In the face of rapidly changing business models, a smart energy management platform can ensure data reliability for enterprises. and energy efficiency. Eaton uses DCIM data center management system VCOM 3D modeling technology to help energy managers track KPIs and predict trends.
