Samsung SDI Energy Storage Systems Update ERPI Renewable Energy...
Transcript of Samsung SDI Energy Storage Systems Update ERPI Renewable Energy...
April 6, 2011
Samsung SDI
Energy Storage Systems
Update
ERPI Renewable Energy Council
150kWh LIB-ESS in Jeju Island
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Samsung
• $173B & $14B in ‘09 Revenue & Net Income
• 280,000 employees in 67 countries
• 470 offices and facilities
• 19th best global brand*
* Interbrand
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• Electro-Mechanics• SDI• Corning Precision
Glass• SDS• Networks• Techwin• Mobile Display• Digital Imaging
Electronics
Industries
(57%)
Machinery &
Heavy Industries
(4%)
Chemical
Industries
(4%)
Financial
Services
(19%)
Other
(16%)
• Total Petrochemicals
• Petrochemicals
• Fine Chemicals
• BP Chemicals
• Life Insurance
• Fire & Marine
Insurance
• Card
• Securities
• Investment Trust
Management
• Venture Investment
• C&T Corporation
• Engineering
• Chiel Industries
• Everland
• Shilla Hotels & Resorts
• Chiel Worldwide
• S1 Corporation
• Medical Center
• Human Resource
Development Center
• Economic Research Inst
• Lions
• Foundations
• Heavy Industries
(% total revenue)
Samsung affiliated companies
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• Memory systems
• Liquid crystal displays (LCD)
• Appliances• Televisions• Mobile phones
• $140B
• Ji-sung Choi
Samsung
Electronics
Samsung
SDI
Samsung
Electro-
Mechanics
Samsung
SDS &
Networks
Samsung
Mobile
Display
• Memory chips, printed circuit boards & network materials
• Light emitting diodes & optical components
• $6.5B
• Jong-Wu Park
• Glass for CRT, LCD, PDP, ferrite, fusion glass
• $5.0B
• Hun-Sik Lee
• Active Matrix Organic Light Emitting Diode (AMOLED)
• Mobile thin film LCD
• Touch screen panel
• SEC & SDI JV
• Ho Moon Kang
• Lithium ion batteries
• Plaza display panel (PDP)
• Cathode ray tubes (CRT)
• $5.1B
• San-jin Park
Samsung
Corning
Precision
• eBusiness integration, IT consulting, optical networks
• VPN services
• $3.9B
• Sung-dong Koh
Products
& Services
„09 Revenue
CEO
Affiliate
Samsung Electronics affiliates
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Samsung SDI
Lithium ion
batteries
Cathoderay
tubes
Plasmadisplaypanel
SamsungMobileDisplay
SBLiMotiveCo
• Integrated with Samsung Electronics since July ‘08
• JV with Bosch since Sept ‘08
• JV with Samsung Electronics since June ‘09
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Fastest growing major LiB company
30% CAGR Sales growth
(M cells)
Key milestone
• Business started (‘00)
• Highest capacity polymer LiB (‘03)
• 1st 2.6Ah cylindrical LiB (‘05)
• 1st 3.0Ah cylindrical LiB (‘08)
• SBLimotive established (‘08)
• 1st LFP 50Ah commercialized (‘10)
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17
38
65
80
'04 '07 '09 '10
Capacity( MM cells / month)
• 90% of manufacturing equipment designed internally
• Fastest production
– Samsung
– ‘07 … 200 ppm
– ‘10 … 300 ppm
– Others
– ‘09 … 200 ppm
Leading manufacturing capability
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[Source] IIT (Institute of Information Technology (Japan)
‘04 ‘07 ‘09 ‘10
Samsung
SONY
LG
Samsung
Sanyo Sanyo
SONY
LG
Sanyo
Samsung
SONY
LGSamsung
SONY
Panasonic
Sanyo1
2
3
4
LiB market share (cells)
Samsung market share growth
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Notebook PC
Power Tool
Mobile Phone
Electric Vehicle
Energy Storage System
Applications & Customers
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• Purpose
– Maintain a constant
grid frequency
– Grid stabilized
back-up power
(spinning reserve)
• Power … MW+
• Discharge time
… 15 min (4C)
• Driver … renewables
Peak Shifting
• Purpose
– Alternative to peaking
gas power plant in
urban areas
– Renewable peak
shifting
• Power … MW+
• Discharge time
… 1-2hrs ( 0.5 -1C)
• Drivers …
renewables,
demand response
• Purpose
– Neighborhood
back-up
– Local peak shifting
– Power quality
• Power … 25 kW
• Discharge time
… 1-3 hrs (1- 0.3C)
• Drivers …
distribution stability,
electric vehicles,
residential
renewables
CommunityEnergy Storage
• Purpose
– Energy arbitrage
– Renewable capacity
firming
• Power … MW++
• Discharge time
… 4-7hrs (0.25~0.14C)
• Drivers …
available off peak
baseload
Load Leveling
• Purpose
– Residential back-up
– PV integration
• Power … 3-10kW
• Discharge time
… 1-3hrs (1- 0.3C)
• Drivers …
photovoltaic,
electric vehicles,
net zero emission
homes
ResidentialEnergy Storage
ESS utility applications
Frequency Regulation
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LIBpenetration
(%)12 21 23 29 42
(GW)
Frequency regulation & spinning leserve
Community & residential energy storage
Peak shifting
Level loading
‘10 ‘20‘13‘11 ‘15
17.9
5.3
4.6
5.6
7.7
2.5
1.3
2.2
3.2
1.20.2
1.2
13.7
5.8
1.80.8
33.4 • Majority of current projects are demonstrations with subsidies
• Significant potential for ESS exists … 0.8 to 33 GW from ‘10 to ’20
• Timing of significant market growth uncertain
– Cost of ESS and LiB vs alternatives
– Significant renewables / PV penetration
– Regulatory support
– GHG regulations
Energy storage system forecast
Source: Pike Research, Fuji Keizai & Samsung
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Frequency Regulation
Current product line
CommunityEnergy Storage
ResidentialEnergy Storage
Power
Energy
Dimension
Weight
2 MW
0.5 MWh
45 ft container
22.4 tons
25 kW
25 kWh
1.2 x 0.7 x 0.6 m
0.7 tons
3 kW
10 kWh
0.7 x 0.9 x 1.3 m
230 kg
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• Demonstration test-bed to be established in ‘11
• Smart Grid project for integrating transportation,
renewables & home
• 6,000 households … world’s largest & most comprehensive
2. Smart
Place
1. Smart
Power Grid
3. Smart
Transportation
4. Smart
Renewable5. Smart
Electrical Service
1
1
Jeju Island,Korea
• Population … >560K
• Area … 1,846 km2
Smart Grid Project
Jeju Island Smart Grid
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Smart Place (Residential)
Smart Transportation
• Residential ESS for photovoltaic smoothing
• Installation … 1 set Nov ’10, 20 set April ‘11, 30 set ‘12
• 3kW / 7kWh• 50 cells, LFP 50Ah
• Grid stabilization and fast charging
• November ‘10 installation• 1 x 600kW / 150kWh• 960 cells LFP 50Ah• 20ft container
Korea Smart Grid Week, Jeju Island, Nov ‘10
ESS Jeju Island Smart Grid
• Wind peak smoothing &
shifting
• May ‘11 installation
• 1 x 800 kW / 200 kWh
• 1,2860 cells, LFP 50 Ah
SmartRenewables
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• 1st national residential ESS project
• 3kW / 10kWh ESS with roof-top PV
• Installation by 10 sets (Aug ’11), 90 sets (‘12)
Residential ESS Project … ESS with PV
Daegu City,Korea
Residential Energy System & Grid System
• Population … >2.5M
• Area … 884.2 km2
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Naebyeong Island,Korea
• Population … 37 people
• Area … 0.97 km2
LiB replaces lead acid ESS
Naebyeong Island lead acid replacement
60 kW photo-voltaic system
Lead acid batteries LiB batteries
January ‘10 replacement
due to lead acid
maintenance
• 49kW / 390kWh
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Net Zero Energy House
• Yongin City, Korea
• Incorporates 68 eco-friendly
technologies
• Samsung SDI provided 4 green
energy solutions
• December ’09 installation
• 10Ah, 36V
• 2.4Ah cylindrical, 28kW / 28 kWh
Samsung‟s “Green Tomorrow”
• 30 sheets, 400 x 370 mm
• 200W, 12-14V
Energy Storage System
E-BikeDye-Sensitize
Solar CellsPolymer Electrolyte
Fuel Cell