Understanding lithium demand, page-263

China's lithium battery industry is welcoming development opportunities due to 5G
2019-05-05 09:10:57 iron flow

In 2018, the China Tower has stopped purchasing lead-acid batteries and used batteries in a unified procurement process. By the end of 2018, it had used 1.5GWh of lithium batteries in some 120,000 base stations in 31 provinces and cities nationwide, directly replacing 45,000 tons of lead-acid batteries.

As the construction of 5G base stations accelerates, the demand for energy storage batteries will increase significantly.

According to the plan, China Telecom and China Unicom's 5G base stations will be more than twice the current number of 4G base stations, while China Mobile will be more than four times the current level. According to the data of each operator's 2018 annual report, there are at least 14.38 million base stations in China that need to be built or modified.

In addition, due to the significant increase in energy consumption of 5G base stations, it means that 14.38 million sets of backup energy systems need to be improved, and there is at least 155 GWh of battery storage space in the market. ”