Panasonic to invest ¥500 billion over 3 years in AI infrastructure devices; data center battery business targets ¥1 trillion sales by fiscal 2028

Panasonic Group announced investment of approximately 5000 billion yen across three years into AI-related business (Panasonic Industry) and data center energy storage systems (Panasonic Energy). By fiscal 2028, the company plans to reach adjusted operating profit of 7500 billion yen or more across the group, with the device segment driving growth.

Data center energy storage business to expand from 3200 billion yen in fiscal 2025 to 1 trillion yen by fiscal 2028 by scaling production capacity. The company holds approximately 80% market share in distributed power systems for data centers and aims to achieve 100% Award acquisition rate (contract commitments) for the 2028 fiscal year target.

Panasonic Industry targets 4300 billion yen in AI-related sales by fiscal 2028, supplying high-function multilayer substrate materials (MEGTRON), conductive polymer capacitors, and supercapacitors to support GPU and server performance. Supply capacity for core focus business is planned to double by fiscal 2030.