Serenity: High-Power Cylindrical Batteries/BBU Cells May Face Supply Shortages, Samsung SDI, Panasonic Energy, etc. Could Benefit

BlockBeats news, on July 5, Serenity published an article stating that high-power cylindrical batteries/BBU cells currently appear to be in short supply and may become a potential bottleneck. Samsung SDI supplies cells to Simplo, which then assembles them into BBUs and supplies them to companies like Meta and Amazon. With the increasing demand for data centers, Samsung SDI's cylindrical battery production has also risen significantly. Citing industry sources, it is reported that Panasonic and Samsung SDI are facing shortages in BBU cell supply. Serenity believes that the main beneficiaries may include Samsung SDI, Panasonic Energy, Murata Manufacturing, and LG Energy Solution. Among them, Samsung SDI and Panasonic Energy are more direct beneficiaries. It also mentioned that there are few directly related stocks in the U.S. market, but Vertiv (VRT) and Eaton (ETN) are worth attention. However, not all shortages should be simply equated with having a massive TAM, though opportunities may exist within them. [Original Link]