Introduction

In 2025, with the implementation of the revised Anti-Unfair Competition Law and the promotion of industry self-discipline conventions, China’s photovoltaic (PV) energy storage industry finally bid farewell to the era of "cutthroat price competition". This major policy-driven transformation has not only reshaped the competitive landscape for energy storage equipment manufacturers but also sent a clear signal to upstream electronic component suppliers: components with superior quality, high reliability, and strong technological content will be increasingly valued in the future.

For manufacturers like Hetek Tai, which specializes in semiconductor discrete devices and resistors/capacitors, this represents both a "major test" of technological upgrading and a golden opportunity to transform from an "ordinary supplier" to a "core partner". Three key shifts in the PV energy storage industry’s "anti-involution" effort are quietly rewriting the demand rules for upstream components.

From "Low Price Priority" to "Quality First": A Shift in Procurement Standards

Previously, energy storage equipment manufacturers focused almost exclusively on price when purchasing components to cut costs, making it difficult for quality-focused but slightly higher-cost products (like those from Hetek Tai) to compete with low-quality, cheap alternatives from small factories. After the anti-involution drive, industry requirements for battery cycle life and high-temperature stability surged, forcing energy storage manufacturers to switch to components meeting automotive-grade quality standards. Hetek Tai’s surge-resistant resistors and high-precision alloy resistors, produced in line with automotive-grade standards, have finally found their niche.

Technological Route Iteration Spurs Demand for New Components

Energy storage systems are now upgrading toward liquid cooling technology and long-duration energy storage, directly boosting demand for high-efficiency components such as silicon carbide (SiC) MOSFETs and automotive-grade battery management chips. Hetek Tai’s self-developed MOSFETs have passed tests by multiple power supply enterprises and are already in mass production. Their proprietary "high-junction-temperature, low-leakage Schottky diodes" have also become key components in energy storage inverters.

Scaling Opportunities from Increased Supply Chain Concentration

The transformation in the PV energy storage industry underscores a simple truth: the profitability of upstream enterprises hinges on their ability to adapt to technological changes across the supply chain. To gain a firm foothold, companies must strategically build their strengths—for example, by developing high-end, customized products to meet customers’ high-quality needs; investing in R&D to break through technical bottlenecks and enable domestic substitution; and expanding overseas amid the wave of energy storage enterprises’ global expansion to diversify risks.

As industry consolidation accelerates, leading energy storage manufacturers are streamlining their supply chains and preferring in-depth cooperation with a select few core suppliers capable of large-scale supply. Hetek Tai operates two major manufacturing bases in Huizhou and Nanchong, producing 800 million components monthly. Coupled with its 6,000-square-meter smart warehouse, the company not only ensures long-term stable supply for domestic and international markets but also guarantees "24-hour delivery for in-stock items".

Conclusion

The anti-involution in the PV energy storage industry is essentially a "revaluation of value". For electronic manufacturers like Hetek Tai, this means shifting from "competing on price" to "competing on value"—a redistribution of market share is inevitable. As the PV energy storage industry moves toward high-quality development, only enterprises that truly prioritize value will weather market fluctuations, continuously create value for customers, and ultimately expand their business globally.

Company Introduction

Founded in 1992, Hetek Tai is a high-tech and "specialized, sophisticated, distinctive, and novel" enterprise integrating R&D, design, production, and sales of professional electronic components. It focuses on providing cost-effective component supply and customization services to meet enterprise R&D needs.

Product Portfolio: Covers semiconductor packaging materials, passive components (resistors, capacitors, inductors), and active devices including MOSFETs, TVS diodes, Schottky diodes, voltage regulators, fast recovery diodes, bridge rectifiers, diodes, transistors, power devices, power management ICs, and more—offering one-stop solutions for R&D and production needs.

Two Smart Manufacturing Centers: The South China (Huizhou, 75,000㎡) and Southwest (Nanchong, 35,000㎡) manufacturing bases are equipped with over 3,000 advanced production and testing instruments. In 2024, three new semiconductor material subsidiaries were added to control production capacity and delivery efficiency from the source.

Packaging and Testing OEM Services: Supports sample customization and small-batch trial production. Backed by over 100 patents and ISO9001/IATF16949 certification systems, "quality first" is embedded in every step from R&D to delivery.

Adhering to the core values of "customer-centricity and innovation-driven development", Hetek Tai provides stable and reliable components for enterprises.

(Note: Sample application/solution consultation/small-batch procurement ↓)

Scan to contact Hetek Tai

Sales Hotline: 18823438533 (WeChat ID same as the phone number)

Company Tel: 0755-82565333

Email: hkt@heketai.com

Marketing Center: 8th Floor, Building 7, Kangli City, Longgang District, Shenzhen, Guangdong.

Manufacturing Centers:

• 183B, Puxinhu Commercial Street, Tangxia Town, Dongguan City;
• Buildings 17 & 18, High-Tech Innovation Center, Gaoxin District, Nanchong City, Sichuan Province.