2021-12-29
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TRUEWIN Technology participated in the SEMICON Taiwan 2021 International Semiconductor Exhibition, and the series of lithium-iron battery energy storage products were displayed; the picture shows Dr. Xie Fangji, chief technology officer of TRUEWIN Technology (from left), Li Jianxing, director, Dr. Yanfei Lee, chairman, and Kang Jukun, vice president of sales Photo booth. Picture/provided by the industry
TRUEWIN Technology is a four-year-old local supplier of lithium battery modules and energy storage system solutions. In recent years, it has successfully followed the opportunity of UPS battery replacement in Taiwan Semiconductor Factory, overtaking on curves, and grabbing domestic high-end UPS lithium iron Batteries account for more than 90% of the market, and can be called the "hidden champion" of domestic high-end UPS lithium-iron batteries.
In 2018, TSMC's fab UPS battery began to use more intelligent and environmentally friendly lithium-iron batteries. It is expected that in 2030, the UPS battery system of TSMC's entire Taiwan fab will be completely replaced. The system is moving toward a new milestone in environmental protection, and Taiwan's lithium-iron battery-related supply chain is expected to benefit.
In the face of business opportunities for high-end UPS lithium-iron batteries, the reserve surplus will be the first to come first, and seize the position of TSMC as the main supplier of UPS lithium-iron batteries, and the benefits will be extended to other semiconductor factories and technology manufacturers; The installed capacity of batteries exceeds 180MWh, and it is expected to reach 120MWh in 2021. The applications cover semiconductor wafers and packaging and testing factories, IC design companies, panel factories, data centers, and telecom equipment rooms.
It is understood that TRUEWIN Technology not only has independent battery modules, BMS design and development technology, and energy storage system solutions, but also through the integration of internal and external resources, combined with high-quality battery materials and manufacturing strategies, the battery committee is produced by mainland manufacturers and Taiwan factory battery module assembly, and then equipped with self-developed customized BMS to perfectly monitor the battery usage status, combined into a system that is not only price-competitive, but also meets the requirements of terminal semiconductor users for stability, safety, environmental protection and long life, and Lithium-iron battery modules can flexibly match the systems of major UPS brand factories, boosting the overall cost-effective advantage of UPS, and being able to pass TSMC's high-standard and rigorous requirements for the supply chain.
In addition, high-end UPS is still a niche energy storage application. In this highly customized high-end market, TRUEWIN Technology can avoid direct competition with CATL, BYD and other major lithium battery manufacturers and UPS brand manufacturers, and focus on investing a lot Manpower and material resources develop diverse and customized BMS to meet the needs of high-end customers.
Over the past four years, through various rigorous tests, TRUEWIN Technology has firmly established itself in the high-end UPS energy storage market in Taiwan, and its application has continued to ferment and expand. At present, the global UPS lithium-iron battery has more than 40 models; TRUEWIN Technology has also successively launched 24V backup modules, 48V Telecom base station modules/energy storage cabinets, 48V household modules/energy storage cabinets, 512V UPS energy storage cabinets, 870V AFC frequency modulation backup and other lithium-iron battery energy storage products, from high-end UPS to the broad mid-to-low end Energy storage market: In the next two years, TRUEWIN estimates that the installation of lithium-iron batteries in high-end UPS, large-scale energy storage and household energy storage will challenge 600MWh.
