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SST固态变压器近况更新
2025-09-15 01:49

Summary of SST Solid-State Transformer Conference Call Industry Overview - The data center power supply architecture is evolving from traditional UPS to HVDC and SST to reduce AC-DC conversion losses and improve energy efficiency [1][2] - SST utilizes high-frequency electronic transformers to replace traditional power frequency transformers, significantly enhancing efficiency and reducing footprint [1] Key Points and Arguments - Efficiency and Space Reduction: SST can reduce the footprint by nearly three times compared to traditional UPS for a 2 MW power requirement, with construction cycles shortened from 12 months to approximately one quarter [1][4] - Cost Structure: The current cost per watt for SST is around 7-8 RMB, expected to stabilize at 5-6 RMB post-mass production. The main cost components include power devices (40%-50%), high-frequency transformers (25%), and low-voltage DC circuit breakers (10%) [1][6][9] - Market Dynamics: The overseas SST market is dominated by joint ventures like Hitachi Energy, ABB, Eaton, and Schneider, while domestic players include China XD Group and TBEA [1][11] - Future Projections: By 2030, Schneider anticipates shipping 1,000 SST units in China, with an overall market size expected to reach 10,000 units and a total capacity of approximately 30 GW [1][11] Cost Comparison - SST vs. Traditional Solutions: SST costs are approximately 2 to 4 times higher than traditional UPS due to supply chain complexities and labor costs in the U.S. [2][13] - Domestic vs. Overseas Pricing: Domestic UPS averages 0.5-0.6 RMB per watt, while joint venture brands are around 1 RMB per watt. HVDC offers a 20%-30% premium over traditional UPS [6][9] Technological Advancements - Third-Generation SST: This generation further enhances efficiency through the use of silicon carbide and gallium nitride power devices, reducing energy loss and fault rates [3][10] - Technical Barriers: Key barriers include rectification processes, electromagnetic compatibility, thermal management, and supply chain management for high-frequency transformers and semiconductor devices [17][18] Market Entry Strategies - Domestic Firms in North America: To penetrate the North American market, domestic firms should consider entering through low-voltage distribution products, as seen with Jinpan and Igor's progress in distribution transformers [19] - Partnerships and Collaborations: Companies like Schneider and Eaton are actively seeking partnerships to enhance their technology offerings, particularly in liquid cooling and HVDC [21][22] Demand and Supply Insights - Major Demand Players: Companies like Microsoft and Meta show significant interest in SST technology, while Google prefers traditional HVDC architectures [23] - Supply Chain Dynamics: The supply chain is characterized by a mix of domestic and joint venture companies, with a focus on integrating new technologies into existing frameworks [11][12] Conclusion - The SST industry is poised for growth, with expectations of reaching G-Watt scale by 2026-2027, driven by increasing interest from major tech companies and advancements in technology [23]