China’s HyperStrong Deepens Ties with European Inverter Manufacturer SMA for Global Utility-Scale BESS Projects

Why It Matters

The alliance gives HyperStrong access to trusted, non‑Chinese inverter technology, easing entry into US and European markets where policy restrictions are limiting Chinese components. It also strengthens SMA’s foothold in the fast‑growing global BESS sector.

Key Takeaways

• HyperStrong integrates SMA's Sunny Central Storage inverters into global BESS projects
• SMA leverages its service network to support HyperStrong deployments worldwide
• HyperStrong targets 300 GWh shipments by 2028, 70 GWh in 2025
• EU and US policy shifts favor non‑Chinese inverter suppliers
• SMA plans 40 GW US inverter capacity by end‑2026

Pulse Analysis

The battery energy storage market is entering a phase of rapid consolidation, and the HyperStrong‑SMA partnership exemplifies how system integrators are securing reliable inverter technology to scale projects. HyperStrong, ranked among the top ten global integrators with a 6 % share, brings deep project execution expertise, while SMA contributes its Sunny Central Storage inverters and medium‑voltage power stations—products known for high efficiency and grid‑scale reliability. By combining these core strengths, the two firms can offer standardized, scalable solutions that appeal to utilities seeking to decarbonize power generation.

Policy dynamics in the United States and Europe are reshaping the inverter supply chain. Recent US tariffs and tax‑credit eligibility rules, together with the EU’s Net‑Zero Industry Act and a ban on Chinese inverters for funded projects, are driving developers toward domestically produced, cybersecurity‑certified equipment. SMA’s upcoming US production line, slated to reach 40 GW capacity by the end of 2026, directly addresses these regulatory pressures, giving HyperStrong a non‑Chinese hardware option that can clear compliance hurdles in both markets.

Financially, the collaboration aligns with HyperStrong’s aggressive growth targets—300 GWh of shipments through 2028 and a 2025 revenue run‑rate of roughly US$1.7 billion. SMA’s 2026 guidance of €1.475‑1.675 billion (about US$1.71‑1.94 billion) underscores its solid market position. Together, they are poised to capture a larger slice of the utility‑scale storage pipeline, leveraging SMA’s service network to support HyperStrong’s expanding portfolio while mitigating geopolitical risk for investors and project developers alike.