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Technology Stocks : Tesla EVs - TSLA
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From: Eric9/22/2025 1:08:13 PM
   of 26630
 
BYD unveils Tesla Megapack competitor with twice the capacity



Fred Lambert | Sep 22 2025 - 7:17 am PT

29 Comments



BYD has unveiled a new stationary energy storage system, HaoHan, designed to compete with Tesla’s new Megapack 3, which has roughly twice the capacity in the same format.

Earlier this month, Tesla unveiled its next-generation Megapack, a dominant player in large-scale energy storage for some time.

The new Megapack 3 increases the energy capacity of the container-side system from 3.9 MWh to 5 MWh. At the same time, Tesla unveiled the Megablock, which consists of 4 Megapacks combined with a megavolt transformer and switchgear.

Now, BYD has launched a new competing product called ‘HaoHan’.

In its regular configuration, the system has a capacity of 14.5 MWh, almost 3 times Tesla’s Megapack, and in a 20-ft container configuration, it has a 10 MWh capacity.

The system has a Vcts (Volume Ratio of Cell to System) of 52.1%, which BYD claims is the world’s highest.

BYD also claims to have greatly simplified its system while increasing reliability with a “70% reduction in system failure” and “70% reduction in maintenance cost.”

HaoHan is using BYD’s proprietary 2,710 Ah Blade Battery cell – the largest used in stationary storage.

It enables a much higher volumetric energy density, which the company claims results in deploying GWh projects with about half the number of battery systems.

Overall, BYD claims that energy project costs will be reduced by 21.7% thanks to the new HaoHan.

Not unlike Tesla with the Megablock, BYD also unveiled new large-scale power electronics to go along with the new battery system.

GC Flux is BYD’s new grid-forming inverter solution, which can scale from 2.5 to 10 MW.

According to BYD, the inverter delivers about 38% more performance than the industry average and achieves a maximum power density of 1,474 kW/?—roughly 130% higher than typical market values. It also offers an overload capacity of up to three times its rated output for 10 seconds, with peak efficiency reaching 99.35%.

The GC Flux PCS is equipped with advanced grid-forming features tailored for today’s energy systems. It can regulate voltage and frequency in real-time, enabling more invert-based power to a grid while reducing the risk of blackouts.

The system provides active inertia response for up to 25 seconds, wide-band damping across the 1–1500 Hz range, and ultra-fast voltage and frequency regulation in under 100 milliseconds. These capabilities are essential for maintaining stability, particularly in hybrid or renewable-heavy grids that demand seamless transitions between grid-connected and islanded operation.

Top comment

by HalfwitWizard

Liked by 13 people

Seems like Tesla is becoming the BlackBerry of the EV and Battery storage market. First to get there, last to innovate.

View all comments

BYD also unveiled something that sounds like a competitor to Tesla’s Autobidder to manage the capacity of these new energy systems: GC Master EMS.

Electrek’s Take I have been saying for a while that Tesla will not remain the dominant player in energy storage because the central part is battery cells, and Tesla gets those from BYD and CATL, which are now launching their own stationary storage products.

They have a significant advantage since they make the most costly part of those energy storage systems: the battery cells.

BYD has already secured massive orders for the system. HaoHan is going to power the new giant 12.5 GWh project in Saudi Arabia. That’s basically Tesla’s entire energy storage deployment in a quarter

electrek.co

My comments:

I said many years ago on this thread that storage would be king.

It has arrived in spades.

From China.

There is absolutely no way Tesla can compete on cost and volume of storage vs BYD and especially CATL.

Game over because of Trump's tariffs.

It's all about where Tesla gets the vast majority of it's battery cells.

Eric
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