SST行业专家电话会

Summary of SST Industry Conference Call Industry Overview - The conference call focused on the Solid State Transformer (SST) industry, particularly its applications in data centers and electric vehicle charging [1][2][3]. Key Points and Arguments - Voltage Upgrade Trend: There is a clear trend towards upgrading data center distribution voltage from 380/415 volts to higher levels, which can significantly reduce costs. This shift is driven by the need for increased cabinet capacity, which may rise from 10 kW to hundreds of kW or even MW levels [2][3]. - SST Applications: SST technology is being pushed by companies like NVIDIA, which has proposed an 800-volt architecture. This architecture defines two approaches: one based on traditional transformers with DC modules and another fully utilizing SST [2][3]. - Domestic Market Competition: In China, companies such as Huawei, Sungrow, and Delta are actively developing SST technology, but progress varies. Sungrow achieved breakthroughs in 35 kV applications during the 13th Five-Year Plan [1][4]. - Testing and Reliability Concerns: Current testing of SST in data centers faces challenges such as the lack of national standards, reliability validation, and technical difficulties with 10 kV hot-swappable designs. The next two to three years will focus on pilot projects to validate reliability and reduce costs [1][7][8]. - Power Electronics Advantage: Companies with expertise in power electronics are better positioned to develop SST technology compared to traditional mechanical manufacturers. Silicon Carbide (SiC) power semiconductors are identified as the primary choice for large-scale SST applications [1][9][10]. Additional Important Insights - Market Dynamics: The increasing demand for higher voltage levels in data centers is creating new applications for SST, particularly in the context of rising copper prices [2][3]. - Integration of Functions: SST integrates the functions of traditional transformers, Power Conversion Systems (PCS), and Uninterruptible Power Supplies (UPS), which is crucial for data center efficiency [16]. - Future Projections: SST is expected to see large-scale application by the end of 2027 or 2028, with current efforts focused on pilot projects to gather operational data [8]. - Competitive Landscape: Delta is noted for its strong performance in the data center sector, having initiated SST research as early as 2012. Other companies like Eaton and Schneider are also involved but have varying levels of product development and market presence [13][15]. Conclusion The SST industry is poised for growth, driven by technological advancements and increasing demand for efficient power solutions in data centers and electric vehicle charging. However, challenges such as market competition, cost reduction, and the establishment of standards remain critical for widespread adoption.