Serenity: High-power cylindrical battery/BBU cells may face supply shortages, Samsung SDI, Panasonic Energy, etc. may benefit.

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BlockBeats news, July 5, Serenity stated that currently, high-power cylindrical batteries/BBU cells appear to be in short supply and have become a potential bottleneck.

Samsung SDI supplies cells to Simplo, which then assembles them into BBUs for companies like Meta and Amazon. As data center demand increases, Samsung SDI's cylindrical battery production has also risen significantly. Citing industry sources, it said that Panasonic and Samsung SDI are facing a shortage of 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 stated that there are not many directly related targets in the U.S. market, but one can pay attention to Vertiv (VRT), Eaton (ETN), and other targets. However, not all shortages should be simply equated with having a huge TAM, but there may be opportunities within.

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