Panasonic Energy has announced plans to expand sales from its data center energy storage business to approximately ¥1 trillion in FY2028, while strengthening its supply network in North America, Japan and Mexico. It will also proceed with the opening of new research and development sites and the development of next-generation power solutions.
Panasonic Energy will invest ¥350 billion in its data center energy storage systems business over the 3 years from FY2026 through FY2028, strengthening its business base while capturing growing demand for AI infrastructure. As a medium-term target, it plans to increase data center-related sales to approximately ¥1 trillion, about 3 times FY2025 levels.
Data center energy storage systems will be provided as integrated power solutions combining power units, control technologies and mechanical design, with sales targeted at approximately ¥1 trillion in FY2028. The company is expanding its supply capacity through shared platform investments, including the Kansas site in North America, and the development of early-stage production lines.
In Japan, shipments have begun from the Suminoe, Osaka site, while automotive production lines at sites including Kaizuka are being converted. In North America, a cell production line for data centers will be introduced, with mass production scheduled to begin in FY2028. In Mexico, the company plans to build new second and third plants and begin mass production. Efforts are also under way to increase the local procurement ratio.
As next-generation power solutions, the company is developing CBU and BBU systems compatible with HVDC, aiming to begin mass production of the first generation during FY2026. It is also strengthening its ability to make integrated proposals with customers covering everything from cells to systems. A new research center, “Energy Innovation Square,” has been opened in Kadoma, where the company will pursue the entire process from materials development to prototyping for next-generation cells.