BI Chinese station in November 24
He said in a letter to shareholders in the third quarter, Powerpacks and Powerwalls battery products are scheduled to enter the Gigabit plant, is expected to begin shipping in early 2016.
Although Tesla's energy business has been speculation a lot of heated discussions, but the earliest found storage industry of the potential value of the person is not the musk. Many large industrial giants such as general electric, Samsung and even Volkswagen have been concerned about the field for many years, has been waiting for the product market forming.
However, the most likely to become Tesla Motors in the field of energy storage is not a strong opponent of these industrial giants, but a German company called Sonnenbatterie. Although this company is unknown, but it is worth paying close attention to tesla.
Who is Sonnenbatterie?
Sonnenbatterie is a German civilian and commercial energy storage products supplier, the current development momentum is very good. Because solar power price is lower than the traditional electricity price, the German has a great demand for storage products. Since the company was founded in 2010, Sonnenbatterie has installed more than 8300 sets of systems in German households and businesses. It not only provides energy storage products, but also provides energy management software that can be used in the full use of the network.
Although Sonnenbatterie has been focused on the development of business in Germany, but it has been a threat to Tesla, investors pay close attention.
Tesla key personnel in Europe is losing
There is a particular concern in the latest news about Tesla energy Tesla sonnenbatterie stole Tesla's German business executives and German management team of several other management personnel. Sonnenbatterie will hold an important conference in November 25th, it is expected that it will release a new product to respond to Tesla's move into the field.
Sonnenbatterie also reached a partnership with California solar energy supplier Sungevity earlier this year, Sungevity has a pivotal position in the industry, is one of the five major U.S. solar panel installation company. Although the United States economic environment for energy storage products is not yet mature, but the Sonnenbatterie will be a firm foothold in the United States.
As the United States, including Hawaii and California, 42 states have passed the net electric power metering method, we will soon see the Sonnenbatterie erode Tesla energy in these markets share of the situation. Companies involved in the future of energy storage market may be much more than you think.
Competition is coming soon.
Tesla Motors in the field of electric power industry has suffered a small competitive pressure, because the large auto manufacturers in the manufacture of electric vehicles has been falling behind. But in the field of energy storage, Tesla can only with rivals such as Sonnenbatterie tied. In fact, the talent flow to the Tesla Sonnenbatterie business is not a good phenomenon.
Another big problem is that Tesla in the market demand to reach a certain degree has spent a lot of money to build capacity. Gigabit factory 35 GWH, about 1/3 of the capacity is used for the production of energy storage products. GTM research predicts that by 2020 the world's largest two storage energy market is the United States and Australia's energy demand is only 1.1 GWH. Even if there are so many German demand, it also accounts for only 20 of the energy storage capacity of the Gigabit factory. Coupled with the industry's own capacity, the market will be in the future for many years, the situation has been in oversupply.
Although Tesla investment in the construction of energy storage capacity has great potential, but it is not clear whether it can profit from the storage business. Looking at the world, the battery is not a high profit margin industry, these companies have to look at the potential of the huge market for energy storage.
You may have never heard of Sonnenbatterie before, but in the long run, it's a company that can pose a threat to Tesla's energy.