As leading industry companies like Huawei, Sungrow, and Kehua Digital Energy have all locked their strategic focus on modular PCS and simultaneously initiated business expansion and technology deployment from industrial and commercial energy storage scenarios to large-scale energy storage (hereinafter referred to as “large-scale storage”), the “arms race” in this sector has entered a fierce phase.
The global energy transition continues to accelerate, and with the deepening reform of the electricity spot market, the functional requirements for equipment in various energy storage applications are evolving towards a diversified model of “peak shaving + valley filling + ancillary services + spot trading.”
Amid this trend, modular PCS, which previously focused on the “comfort zone” of industrial and commercial energy storage, is accelerating its adaptation and iteration to large-scale application in large-scale storage power stations by leveraging its core technological advantages of flexible expansion, high reliability, and cross-regional grid compatibility.
As leading companies fiercely compete for market share by leveraging technological barriers, channel networks, and economies of scale, the competitive landscape in the modular PCS sector has evolved comprehensively: from a simple “product parameter competition” to a comprehensive competition of full-scenario system solution capabilities.
Modular PCS, a battleground for large storage
The exploding demand for efficient energy storage in the global energy market is driving the accelerated penetration of modular PCS from the commercial and industrial energy storage sector into the large-scale energy storage sector.
Earlier, He Shaoqiang, founder and chairman of Ellanco, noted that the distinction between commercial and industrial energy storage and large-scale energy storage is blurring. Therefore, modular energy storage, with its efficiency and safety, possesses the necessary conditions to penetrate the large-scale energy storage sector.
In fact, at major global industry exhibitions at home and abroad since 2025, such as Intersolar Europe in Munich, Germany, modular PCS has become the core vehicle for showcasing large-scale energy storage technology and a highly anticipated product.
Huawei’s megawatt-scale modular PCS solution not only meets the distributed needs of European commercial and industrial users but also, through multi-module parallel expansion technology, can meet the high-capacity scheduling requirements of large-scale energy storage projects. Sungrow is also focusing on modular PCS technology in the large-scale energy storage sector. Its silicon carbide (SiC)-based modules have further intensified the technological competition in this sector.
From an industry perspective, current industrial and commercial energy storage applications are typically characterized by decentralized projects and customized needs. These scenarios present significant differences in PCS technical specifications, such as power levels and interface protocols. Large-scale energy storage projects, on the other hand, prioritize “large capacity, high safety, and long lifespan,” and must address dynamic requirements such as grid frequency and peak load regulation. This places higher demands on PCS power density, parallel control accuracy, and grid surge resistance.
As electricity spot market reforms enter a new phase, both industrial and commercial energy storage and large-scale energy storage are transitioning to diversified revenue models, expanding from a single peak load regulation function to encompass value-added services such as ancillary services and capacity leasing. Modular PCS, with its enhanced control flexibility and system compatibility, perfectly aligns with this development trend.
As a technology-focused energy storage company, Elanco leverages Emerson’s power electronics expertise and Tsinghua University’s R&D heritage to build deep expertise in power electronics conversion and energy storage system integration.
Based on a profound analysis of industry trends, Yilan Technology has clearly defined its core concept of “combining the characteristics of new energy sources such as photovoltaics and wind power with the electricity demand in different scenarios to layout energy storage, and achieving full-scenario coverage by improving product availability.” Driven by policy support, technological progress and market demand, Yilan Technology has precisely anchored the modular PCS track and gradually built a differentiated competitive advantage across scenarios.
Breakthrough from 125kW to 215kW
In the technological competition for modular PCS systems, power density, cell compatibility, and scenario migration capabilities are core competitive advantages. Yilanke’s 125kW modular PCS product successfully secured a top-four position in the GGII 2024 China Industrial and Commercial Energy Storage PCS (100-125kW) shipments, establishing a solid market foundation for the company in the commercial and industrial sector.
Looking back on its product development history, the early 125kW modular PCS, with its highly integrated design, broke through the application limitations of traditional equipment, enabling rapid scale-up in industrial and commercial scenarios such as small and medium-sized industrial parks and commercial complexes. Currently, Yilanke’s modular energy storage products have been deployed in over 30 100MW-class energy storage projects nationwide, covering provinces with significant industrial and commercial electricity consumption, such as Guangdong, Jiangsu, and Zhejiang, and are also exported to overseas markets including Europe, Africa, Southeast Asia, and the Middle East.
Building on this foundation, Ellan further launched the 215kW modular PCS (Monet series), completing a key technological upgrade from 125kW to 215kW. This upgrade not only solidified Ellan’s technological advantage in the commercial and industrial markets but also became a core product platform for its entry into the large-scale energy storage market.
Notably, Ellan’s decision to increase its investment in the large-scale energy storage market following the release of Document No. 136 accurately captured the significant business opportunity presented by the energy storage industry’s shift from policy-driven to commercial-driven development. In the commercial energy storage sector, the industry consensus holds that “technical barriers determine development potential.” This has created favorable conditions for Ellan, with its well-established technical reputation in the commercial and industrial energy storage sector, to penetrate the large-scale energy storage market.
This 215kW modular PCS boasts four core technical advantages, supporting cross-scenario applications:
Energy Efficiency: Its string-type architecture enables refined “one cluster, one management” control, significantly increasing battery capacity and cycle life. This not only meets the core needs of industrial and commercial users seeking to reduce their cost per kilowatt-hour (LCOE), but also meets the stringent energy conversion efficiency requirements of large-scale storage projects.
Safety and Reliability: Equipped with imported IGBT power devices, it ensures high performance and long-term stability under high loads. Its IP66 protection rating makes it suitable for harsh environments such as plateau low pressure, strong winds, dust storms, and heavy snow, making it suitable for distributed industrial and commercial outdoor installations. , also meeting the environmental adaptability requirements of centralized outdoor deployments of large-scale storage power stations.
Flexible Installation: Supports multiple installation methods, including in-cabinet integration and outdoor containerization, and can connect up to 24 units to the grid and connect multiple units in parallel. This addresses the decentralized installation requirements of industrial and commercial projects while also meeting the gigawatt-scale capacity requirements of large-scale storage projects through parallel expansion. Furthermore, the installation cycle is shortened by over 30% compared to traditional centralized PCS systems, improving project commissioning efficiency.
Flexible Voltage: Supports multiple AC output voltages (400V/690V/800V), adapting to different application scenarios, especially those requiring 800V access to PV inverters, reducing access and retrofitting challenges.
The technological leap from 125kW to 215kW is more than a simple power increase; it also reflects Ellan’s deep understanding of the essence of modularity. Against the backdrop of exponentially increasing demands for safety, redundancy, and revenue efficiency in the energy storage industry, Ellan’s modular technology iteration precisely addresses the core requirements of large-scale storage applications—meeting the stringent safety and stability standards of large-scale storage projects while also adapting to the operational demands of efficient scheduling, ultimately achieving significant reductions in lifecycle costs.
As an innovative company that brings together top R&D talent from China’s PCS field, Ellan is seizing this window of technological transformation to once again firmly establish itself in the large-scale PCS market, ushering in a new phase of development in this sector.
Elecod's breakthrough logic
Currently, the modular PCS market is crowded with leading players like Huawei, Sungrow, and Kehua Data, leading to increasingly fierce competition. Ellan’s strategy for success can be summarized as three core strategies: precise market positioning, rapid technological iteration, and comprehensive service capabilities. These strategies aim to establish Ellan as a role model for penetrating the large-scale storage market.
In terms of market positioning, Ellan did not blindly follow the all-scenario deployments of leading companies. Instead, it adopted a differentiated strategy of focusing on mid- to high-power applications. Initially, Ellan focused on the 125kW industrial and commercial market, building technical reputation and customer base through project implementation. Later, Ellan focused on 215kW products, targeting large-scale storage applications where they are advantageous. This approach avoids direct competition with leading companies in the full-power segment and achieves differentiated development.
Compared to traditional power equipment companies, Ellanco prioritizes technological flexibility and market responsiveness, enabling rapid adjustments to product parameters based on application needs. For example, in response to the recent dual demands of “high power density and compact installation space” for commercial and industrial applications, and “high reliability and easy expansion” for large-scale storage applications, Ellanco focused its R&D resources on developing 215kW module technology, achieving product finalization and mass production in a short period of time, thereby seizing market opportunities.
Notably, Ellanco’s modular PCS system offers a rich set of functional configurations, providing technical support for cross-scenario applications. It covers various operating modes, including PQ (power control), VF (voltage and frequency control), VSG (virtual synchronous generator), and DC voltage source. It also features primary frequency and voltage regulation, VSG inertia support, and black start capabilities. In commercial and industrial applications, it can meet peak demand and emergency power supply needs. In large-scale storage applications, it can participate in primary frequency regulation and provide inertia support, improving grid stability, enabling flexible “one module, multiple scenarios” applications.
In terms of product design, the modular rack-based structure enables independent operation and maintenance of energy storage batteries, balancing the convenience of small industrial and commercial teams with the efficient management requirements of large-scale energy storage projects.
In the modular PCS sector, product and technology advantages alone are no longer sufficient to create a long-term competitive barrier. Ellanco has built a comprehensive “product + solution + service” capability chain, providing end-to-end support for the transition from industrial and commercial energy storage to large-scale energy storage. For overseas markets, Ellanco’s energy storage products have passed various international certifications in over 20 countries, meeting the compliance requirements of large-scale energy storage projects and laying the foundation for a global expansion.
More importantly, Ellanco has established a seamless service loop from “solution design – equipment installation – after-sales operation and maintenance” and provides customized services tailored to the diverse needs of specific scenarios. For example, in large-scale energy storage projects, dedicated service teams are deployed to support overall power plant planning, provide module commissioning, grid connection testing, and long-term operation and maintenance support to ensure stable system operation.
Based on industry trends, the penetration of modular PCS into the large-scale energy storage sector will accelerate further.
Leveraging its technological advantages accumulated through product iteration, comprehensive service capabilities, clear market positioning, and in-depth understanding of application scenarios, Yilan Technology is gradually progressing from a “participant” to a “leading competitor.”
Leveraging its solid foundation in modular technology, Yilan Technology is poised to achieve further breakthroughs in the large-scale energy storage market, accelerating the penetration of modular PCS from commercial and industrial storage to large-scale energy storage, and ultimately achieving a comprehensive transformation from commercial and industrial storage to large-scale energy storage, becoming a key technology path for driving global energy transformation.
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