報告_OCP2026_Panasonic_高功率密度BBU與CBU_20261015

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圖片清單（已驗證 2026-10-19）

原始內容

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Takuya Tsutsumi Panasonic Energy Co., Ltd. Data Center Power Solution Business Unit PM General Manager High-Power-Density BBU and CBU Design for Evolving AI Data Center Power Architectures ] RACK & POWER Hank Tsuda Panasonic Energy Sales Company of America Data Center Power Solution Engineering Director

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[Agenda] 1. Panasonic Contribution for OCP 2. Market Trends and Challenges 3. Challenge#1 Device(cell) Evolution 4. Challenge#2 Module/System Evolution 5. Summary / Call to Action

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Module System DCDC integrated Module 2015~ ORv2 Shelf Solution PMM Turing T4 Ampere Hopper H100/H200 Blackwell GB200/GB300 Rubin Key Technologies for Safety Smoke/Fire Anti-Propagation Internal Short Over Heat・・・ CID/Vent Separator Shutdown External Short Switch Over Charge Over Dischg. ・・・ Control Charge Control Dischrg. ・・ Electrical BBU Tech.  Fire Blocking  BMU Tech.  Heat Tech.  Prod. Control Cell Tech. Mechanical BBU Tech. Actual Experience & history Peak Shaving function added Panasonic has shipped over 600M lithium-ion batteries for critical infrastructure applications — with a flawless safety record and zero incidents. As a trusted Power Solution Provider, we deliver customized solutions to meet the evolving demands of mission-critical systems. Cell Output power x3 times 2023~ ORv3 2025~ HPR5.5kW Complying UL9540A with Patented Labyrinth wall. Panasonic contribution for OCP HVDC 1MW Power Rack 2027~ HPRv2 12kW

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Market Trends and Challenges BBU Backup Peak shaving GPU Feynman Ampere H100 H200 GB300 Rubin Rubin Ultra GB200 ‘28 ‘2２ ‘23 ‘24 ‘25 ‘26 ‘27 ～50kW 100kW 200kW 300kW ～2MW? ～1MW Rack Power Backup BESS Challenges#1 : Device(cell) evolution Balancing higher power density and safety Challenges#2 : Module/System evolution 2.0 MW Side Rack with new device 3kW 5.5kW 80W 120W 12kW 200W => 300W +DCDC, Shelf, PMI/PMM BBU 5.5kW BBU 12kW Load smoothing CBU (Capacitor Bank Unit) Grid stability & Power availability SideRack Power Efficiency Improvement BBU Cell BBU 3kW Increase Power density & Secure Safety As data center power architectures evolve, the roles and functional requirements of BBUs and CBUs are becoming increasingly diverse. However, achieving both high power density and safety remains a key challenge. Panasonic addresses this challenge through continuous module innovation enabled by advances in device technology.

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Challenge#1 : How to achieve Power and Safety LCO LMO NCA NCM LFP Discharge Capacity (mAh/g) 150-160 100-120 180-220 150-220 110-130 Average Voltage (V) 3.7V 3.8V 3.6V 3.6V 3.3V Output Power (Impedance) ★★ INDEX：85 ★ INDEX：70 ★★★ INDEX：100 ★★★ INDEX：100 ★ INDEX：75 Thermal Stability ★ ★★ ★ ★ ★★★ Cell recycling ★★ ★★ ★★★ ★★★ ★ NCA/NCM and LFP chemistries each offer distinct performance advantages, depending on the application requirements. Panasonic's approach is to optimize the balance of power performance, energy density, and safety to deliver the most effective solution for each use case.

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LFP NCA/NCM NCA/NCM future Capacity (Simulation) 200W-90sec (Next year~) 300W-90sec (Future Target) Gap Typical discharge profile Challenge#1 : How to achieve Power and Safety 300W×90sec Required Available Margin LFP future 7.5Wh 7.5Wh less - NCA/NCM future 7.5Wh 8.25Wh +9% 200W×90sec Required Available Margin LFP future 5.0Wh 6.3Wh +21% NCA/NCM future 5.0Wh 9.8Wh +49% 120W-90sec (Current: HPR v2 12kW) LFP-Capacity limit (Estimation) LFP technology is advancing but may face practical limitations in supporting the highest power-density applications. As industry requirements move toward 300W-per-cell performance and rack power levels exceeding 2MW, high-power NCA and NCM chemistries become increasingly important. The key challenge for the industry is achieving these higher power levels while maintaining the highest standards of safety and reliability.

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Hot plate test behavior Fire No Fire NCA type NCA + LFP type Nail penetration test – Temp. profile Challenge#1 : How to achieve Power and Safety NCA+LFP type composite NCA type Leveraging NCA/NCM + LFP type composite can enhance thermal stability which is a battery safety improvement. This approach will provide a meaningful advancement in battery safety and system resilience for next-gen applications.

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LFP NCA/NCM LFP-Capacity limit (Estimation) NCA/NCM future Capacity (Simulation) Expectation of NCA/LFP type composite 250W class output NCA/LFP type composite This is the voltage curve based on LMFP base. If we choose LFP base, it would be changed. Challenge#1 : How to achieve Power and Safety Typical discharge profile 200W-90sec (Next year ~) 300W-90sec (Future Target) NCA/LFP type composite materials are designed to combine the high-power capabilities of nickel-based cathode technologies with the thermal stability benefits of LFP. This approach has the potential to support next-gen rack designs exceeding 2MW while maintaining a strong safety profile.

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NCA/NCM LFP NCA/LFP type composite Discharge Capacity (mAh/g) 150-220 110-130 140-210 Average Voltage (V) 3.6V 3.3V 3.4～3.6V Output Power (Impedance) ★★★ INDEX：100 ★ INDEX：75 ★★～★★★ INDEX：85~ Thermal Stability ★ ★★★ ★★ Cell recycling ★★★ ★ ★★ Challenge#1 : How to achieve Power and Safety No Fire Including LMFP To address the growing power demands of AI infrastructure, Panasonic is advancing a hybrid NCA/LFP lithium-ion battery platform. This innovative chemistry approach is designed to deliver cell power levels exceeding 250W while maintaining safety characteristics comparable to leading LFP-based solutions.

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CY2025 CY2026 CY2027 CY2028 CY2029 Li-ion Battery In-Rack 72 kW/shelf HPR v2 LFP composite cell (>250W) Japan or US production Side Rack 900 kW Output Power 1.6 x In-Rack 118 kW for 90s backup Side Rack 1.5 MW / 2.0 MW(DC input) for 90s backup Output Power 1.6 x / 2.2 x 10ft Container BBU Power rack x 8 4.5MW for 300s backup 3.4MW for load smoothing Same Size & Platform Challenges#2 : Expanded System Capabilities with New Cell Panasonic‘s next-generation cell technology is designed to enable higher-power energy storage architectures for emerging AI and data center applications. The platform supports 2.0 MW-class side-rack configurations today while providing a pathway toward future 4 MW-class containerized ESS solutions. Current Cell (120W, 9.0Wh, NCA type) Next Gen. High Power (200W) LFP Comp. applied Specifications shown are based on preliminary estimates from BBU perspective only. Same Size & Platform

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Challenges#2 : Expanded System Capabilities - Configuration Flexible energy storage architectures combining lithium-ion batteries (LIBs) and lithium-ion capacitors (LICs) can address a broad spectrum of power backup and load-balancing requirements. This hybrid approach enables solutions optimized for both energy duration and high-power response across all applications Options Maximize Backup Power Balanced Maximize Load Smoothing Power Rack Configuration 8x BBU racks (LFP type composite cells) 5x BBU racks 3x CBU racks 8x CBU racks (LIC cells) 300s Backup Power 4.5 MW (share SOC with load smoothing) 8 MW (not share SOC) 4.6 MW 300 kW Load Smoothing Power (1s charge + discharge) 3.4 MW 4.2 MW 10 MW Output Voltage 1,000 – 1,500V dc Safety Complied with NFPA/UL and other standards for Data Center Use With LFP type composite and LiC 10ft Container BBU Specifications shown are based on preliminary estimates and are provided for conceptual evaluation purposes only.

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CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 Current Cell (120W, 9.0Wh, NCA type) Next Gen. High Power (>200W) LFP composite cell (>250W) NVIDIA GPU Blackwell Rubin Rubin Ultra Blackwell Ultra System Feynman In-Rack BBU 72kW/shelf 118kW for 90s /shelf Side Rack 900kW Rack 2.0 MW for 90s Container BBU 4.5 MW for 300s (10ft container) Increase Power density & Secure Safety Technology Li-ion Battery Li-ion Capacitor Next Gen. Li-ion Capacitor Gen1 Li-ion Capacitor Gen2 2-in-1 cell (Cap/Battery integrated) Summary - Future Tech Roadmap Panasonic is advancing next-generation energy storage technologies to help enable higher-power, safer, and more resilient data center infrastructure. Through continued innovation, we are supporting the evolving requirements of AI-driven digital infrastructure. Next Gen. High Power (>300W) Future Exploration

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Call to Action Let’s Join Forces and Innovate! Co-Designing the Future HVDC Containerized BBU/ESS Function & Requirements • Define future backup, buffering, and load smoothing needs. • Establish clear system-level requirements and performance objectives from the outset. Cell & Battery Architecture • Translate system-level requirements into optimized cell performance specifications. • Optimize chemistry and form factor for HVDC applications. System Design • Develop scalable enclosure, thermal management, and safety architectures designed for future growth. • Enable infrastructure platforms that are ready for the power and reliability demands of AI-scale data centers. OCP Collaboration • Contribute reference architectures and design guidelines through OCP Energy, Power Delivery, and DC-MHS. *MHS=Modular Hardware System

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Thank You!