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Global Mechanicals Intelligence
Global Mechanicals Intelligence
Power Supply
MARKET DYNAMICS
Data Center Expansion: The rise of AI, machine learning, and high-performance computing drives significant growth in data centers, boosting the demand for high-power and high-performance power supply. As GPU performance improves, power consumption rises, necessitating higher power output capacities. The current 18KW and 33KW 48VDC power shelves are expected to increase to 100KW. The HVDC (+/-400VDC) version is also in concept according to the Open Compute Project (OCP) organization.
Increasing EV Adoption: Expanding EV charging infrastructure, including residential, commercial, and public charging stations, boosts demand for power supply equipment. This includes both AC and DC fast chargers.
Market Growth: The global power supply market is expected to grow significantly, with a projected market size of USD 35.86 billion in 2025, reaching USD 49.29 billion by 2030 at a CAGR of 6.57%.
PROCESS OVERVIEW
SPECIFICATION AND DESIGN
Development begins with defining the power supply module's requirements, including input/output voltage, power rating, efficiency, size, safety compliance, and environmental operating conditions. The circuit is then designed, and components like transformers, rectifiers, filters, and regulators are selected. Finally, the circuit is laid out on a PCB, considering component placement and thermal management.
PROTOTYPING AND TESTING
A prototype is built based on the design. Rigorous testing verifies that the prototype meets specifications, including functional testing, efficiency testing, thermal testing, safety testing, and electromagnetic compatibility (EMC) testing.
DESIGN REFINEMENT
Based on testing results, the design is iteratively refined and improved. This may involve component changes, PCB layout modifications, or adjustments to the control circuitry. Further prototyping and testing validate the improvements.
MANUFACTURING
Components are sourced, and the PCB is assembled and soldered. The assembled PCB and other components are integrated into the module housing. Quality control checks are performed throughout the manufacturing process.
FINAL TESTING AND CERTIFICATION
Modules undergo final testing, including burn-in testing, to identify early failures. The power supply module is then submitted for certification to ensure compliance with relevant safety and regulatory standards.
RECENT DEVELOPMENTS
|
Date |
Power Supply Manufacturer |
End User (Company 2) |
Development Type |
Description |
Deal Value |
|
Feb-25 |
VertIv (US) |
Ballard Power Systems (Canada) |
Partnership |
Ballard Power Systems and Vertiv have partnered to develop, supply, and install a fully integrated turn-key zero-emission uninterrupted power supply (UPS) system for data centers – a fuel cell solution based on industry-ready component levels. In this industry-first application, a cross-company team has devised and established a fully functional fuel cell backup system for UPS in data centers – scalable from 200kW to multiple megawatts – while completing initial validation and testing. |
- |
|
Dec-24 |
VertIv (US) |
- |
Product Development & Launch |
Vertiv introduced the Vertiv™ PowerUPS 9000, an energy-efficient, high-power density uninterruptible power supply (UPS) system with a compact footprint. The system is engineered to support IT applications from traditional computing to high density applications. It is available globally in UL and CE models, from 250 to 1250kW per unit. |
- |
|
Sep-24 |
Eaton Corporation (Ireland) |
CTS Nordics (Norway) |
Joint Venture |
Eaton and CTS Nordics are opening the new NordicEPOD factory in Oslo. NordicEPOD’s state-of-the art facility is now manufacturing standardised power modules called EPODs that shave weeks off data centre construction time. Eaton’s proprietary technology, embedded in the EPODs, guarantees a supply of highly energy-efficient critical power to the servers via Eaton's EnergyAware UPS – an advanced Uninterruptible Power Supply (UPS) that data centres can use to help grids integrate a higher proportion of variable renewables. |
- |
|
Sep-24 |
Delta Electronics (Taiwan) |
Savex Technologies (India) |
MoU |
Delta Electronics India has announced the signing of a Memorandum of Understanding (MOU) with Savex Technologies. This collaboration aims to extend Delta’s market reach by leveraging Savex’s vast network, mainly targeting system integrators (SI) of data centre solutions, small and medium-sized businesses (SMBs), and government projects, especially in tier-3 and tier-4 cities. |
- |
|
Sep-24 |
Siemens (Germany) |
E.ON (Germany) |
Agreement |
Siemens awarded framework agreement by E.ON to supply charging systems and services to decarbonize road transport across Europe |
- |
|
Sep-24 |
Delta Electronics (Taiwan) |
- |
Business Expansion |
Taiwan-based Delta has moved its India headquarters from Gurugram to Bengaluru and inaugurated a new global research and development (R&D) centre. |
- |
|
Aug-24 |
Siemens (Germany) |
ingapore Land Transport Authority |
Contract |
Siemens Mobility has been appointed by the Singapore Land Transport Authority to lead a consortium with Concord Corporation Pte Ltd for the design, supply, installation, testing, and commissioning of the power supply system for Singapore's eighth and newest Mass Rapid Transit system, the Cross Island Line. The contract value of the consortium has a volume of approximately 270 million Euros. |
$291 Million (€270 Million) |
|
May-24 |
Eaton Corporation (Ireland) |
- |
Business Expansion |
Eaton, the intelligent power management company, has opened a new state-of-the-art campus in Helsinki to boost its capacity to manufacture and supply Uninterruptible Power Supply (UPS) systems, including its latest product, the Eaton 9395X. |
- |
Source: Press releases & company websites
DEMAND/SUPPLY OVERVIEW
DEMAND COMMENTARY
Data Centers and AI: The expansion of data centers and the increasing adoption of AI technologies are major drivers of demand for power supply units.
Consumer Electronics: The proliferation of smart devices, wearables, and fast-charging capabilities drives demand for compact, energy-efficient power supply units.
Electric Vehicles (EVs): The growth of the EV market is creating a substantial need for advanced power supply solutions, particularly in DC-DC converters and charging infrastructure.
SUPPLY ANALYSIS
There were no significant changes in overall lead times. Keeping a flat at 8 to 10 weeks for chargers and adaptors, Power Bricks and modules are 20 to 26 weeks, and 12 to 26 weeks for hot-pluggable, except for some uncommon models. Keep monitoring the potential risks arising from geopolitical tensions.
More suppliers are setting up new manufacturing facilities outside China per the customer's request. Most of them are in Thailand and Vietnam.
Tire 1 Power Supply suppliers run with 60% to 75% capacity utilization. Major suppliers' factories in Thailand have higher capacity utilization (>80%).
PRICING SITUATION
Power Supply prices remain stable and flat as key component prices remain stable. No material cost change exists on magnetics, PCB, cable, fan, plastic, metal, passive, or semiconductor components. Keep monitoring the potential risks arising from geopolitical tensions.
Moving the COO out of China will result in an approximate 10%-15 % cost increase due to labour costs, transit expenses, and tariff duties on raw materials.
KEY TAKEAWAYS
- Increased Demand: The growth of AI, data centers, and EVs will drive a significant increase in demand for power supply units.
- Overall Stability: Supply, pricing, and lead times remain stable.
- Capacity Expansion: Notable expansions are expected outside China, primarily in Thailand and Vietnam.
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