Depends on the production economics, how fast they scale, and what issues are discovered in real world use. There is some risk for everyone with new tech.

Large scale grid project are planned years in advance so unlikely to eat up all the production as factories will need a constant demand source to clear inventory and have regular cash flow so I think home batteries like Tesla powerwall are going to have big boom soon specially as people getting paid less and less for their home solar output from the grid. If I am not wrong chinese largest battery manufacturers have started looking at home batteries as some car manufacturers were complaining about not enough demand for ev.