Core Insights - The power supply unit (PSU) is essential for converting electrical energy for various electronic devices, impacting energy efficiency and safety. The industry is experiencing growth driven by policies promoting collaboration, energy efficiency upgrades, technological advancements, and green transformation [1][6][8]. Industry Overview - The power supply industry in China is projected to reach a market size of 631.5 billion yuan in 2024 and exceed 738.9 billion yuan in 2025, with the PSU segment expected to grow at an annual rate of over 15% [1][8]. - The demand for PSUs is primarily driven by data center construction and the rise of AI server power supplies, with the market for AI server power supplies anticipated to surpass 5.5 billion yuan by 2025 [1][8]. Industry Policies - A series of policies have been implemented to enhance the PSU industry, focusing on innovation, energy efficiency, and green transformation, creating a comprehensive support system for the industry [6][7]. Industry Value Chain - The PSU industry value chain includes upstream raw materials and components, midstream manufacturing and R&D, and downstream applications across various sectors such as consumer electronics, industrial equipment, and new energy [7]. Current Industry Status - The PSU industry is entering a growth cycle, driven by surging demand for computing power, clean energy transitions, and 5G infrastructure, with a significant increase in market size expected [8]. Competitive Landscape - The industry is witnessing a shift towards higher concentration, with leading companies leveraging technological depth and adaptability to dominate the high-end market [9][12]. Future Development Trends - The PSU industry is expected to evolve through technological advancements, with a focus on wide-bandgap semiconductors and smart technologies, leading to product upgrades and new service models [10][11][12].
研判2025！中国电源供应器行业产业链全景、发展现状、企业布局及未来发展趋势分析：高端电源市场结构优化，AI服务器电源成为核心增长点【图】
Chan Ye Xin Xi Wang·2025-11-09 02:06