Power Market Trend Analysis
by region, most of the world's processing and production is now in the Asia-Pacific region, so its demand for power will be more, reaching about US $1.4 billion by 2010.
according to the power application, the top three are: digital consumption, communications and industry. The power supply market for consumer electronics (such as MP3 and notebook computers) is about US $3.5 billion, the power supply in the communication field will reach US $3.4 billion, and the power supply in the industrial field will reach US $2.5 billion.
CCID consultants predict that the annual compound growth rate of China's power management market will reach 28.7% from 2005 to 2009. By 2009, China's power management market will reach 58.26 billion yuan. It is expected that in the next few years, with the growth of China's electronic complete machine products and the acceleration of product upgrades, China's power management market will maintain a relatively high growth rate. It is estimated that China's power management market will enter a period of accelerated development from 2006 to 2007. Since 2008, with the gradual slowdown of the transfer of global electronic products to China, China's power management market will enter a period of stable growth, and its sales will still maintain a high growth rate, but the growth rate will decrease year by year.
worth mentioning that the output of complete electronic products in mainland China, especially portable consumer electronics, computers and communications, and automotive electronics, has soared, making the market size of China's power management chips maintain a rapid growth trend. In 2005, the sales volume of power management IC market in mainland China reached US $3.091 billion, up 29% year on year, which is much higher than the global growth level of 8.9% and has accounted for 13.5% of the global market size. It is estimated that the compound growth rate of China's power management chip market will reach 27.3% from 2006 to 2010. At this rate, it will reach 10.5 billion US dollars by 2010, accounting for 30% of the global market. In the next few years, the main driving force of the power management chip market will come from the following three aspects: the continuous and stable growth of China's electronic product output and the upgrading of product structure; the issuance of 3G licenses and the promotion of 3G applications; the popularization of flat-panel TVs and The development of automotive electronics.
AC/DC Power Products and Market Trends
According to the latest AC/DC power supply report released by Darnell Group, the global embedded AC/DC power supply market will grow from US $11.8 billion in 2006 to US $14.8 billion in 2011, with an annual growth rate of 5.8%. However, the growth rate of embedded AC/DC power supply above 500W is twice that of the overall market, although its price drop is the fastest. This trend towards higher wattages is driven by fast-growing applications, including blade servers, power over Ethernet, and data storage.
blade servers is of concern because they require high-power power. A typical blade server device has 10 to 14 blade servers in one chassis. Chassis usually has up to four hot-swappable and n + n redundant 2kW power supplies. Therefore, the power consumption of a rack full of blade servers can easily exceed 20kW.
higher power levels spans various applications. At the same time, with distributed power architecture, especially intermediate bus architecture, they increase the demand for rack-mounted AC/DC front-ends. Corresponding to this demand, many new front-end power supplies have appeared in the market recently.
, these power supplies also show some other trends driving the development of the AC/DC power supply market: pay more attention to power efficiency; Turn to digital power supply.
, due to the sharp rise in energy prices and increasing attention to greenhouse gas emissions, the typical efficiency of AC/DC power supply is expected to improve in the next few years.
In the power electronics industry, the embedded AC/DC power supply market is usually one of the most stable markets. However, there are many applications, technologies, business and management trends that are having a common impact on this large and stable market, while bringing opportunities and threats to it. One of the most popular trends is the increasing wattage of the power supply and the greater emphasis on power efficiency.
AC/DC Power Demand Growth Areas
World Semiconductor Business Statistics Organization predicts that AC/DC power demand will grow strongly in the following areas: computing, portable products and digital consumer electronics. The computing field includes desktop computers, notebook computers and game consoles. The trend of computer conversion from desktop computers to notebook computers will bring about a change in power demand and a growth in the power supply market. In the field of computing, power supply for game consoles will be a market segment with a large growth rate.
In addition, in consumer electronics, although the transition from CRT TV to flat panel TV may not bring about an increase in the number of complete machines, it will bring about a large increase in the power supply market due to the doubling of circuit complexity and the number of ICs, as well as higher requirements for power supply performance and quantity. Digital broadcasting, the set-top box market brought by IPTV, the transformation from traditional video recorders to hard disk video recorders, and the power demand brought by MP3 and PMP also contribute greatly to the growth of the power market.
AC/DC Power Supply Design Facing New Challenges
product transformation brings new power requirements and new challenges to AC/DC power supply design. On one hand, the power demand of new products is very different from that of previous products, including output voltage, efficiency requirements, heat dissipation requirements, EMI, form factor, etc. On the other hand, the design cycle of the product is shorter, and the power supply design is more challenging to keep up with the development cycle of new products. In addition, various countries continue to introduce higher and higher energy consumption standards, and electronic equipment manufacturers are facing the pressure of increasingly stringent low-power standards. Take the situation in China as an example: the actual energy-saving evaluation value index implemented in March 2006 was standby energy consumption 3W and the energy efficiency index was 1.1; The energy-saving evaluation value implemented on March 1, 2009 was standby energy consumption 1W and the energy efficiency index was 0.75. Although the new energy consumption standard is lower than that of Europe (the European standby energy consumption standard is 1W), the expert group found that only 78% of the products qualified in both standby energy consumption and energy efficiency index when testing more than 200 color TV prototypes during the standard formulation process. With the increasing awareness of environmental protection, low-energy design has been highly valued by governments.
AC/DC power supply design cycle is accelerating, low standby power consumption, high energy efficiency and reduced footprint requirements are changing traditional power supply design methods, and more and more electronic product manufacturers are now striving to introduce their own unique products, which also requires innovation in power management design. The current power supply design is very different from that of 4 or 5 years ago. Customers want to design products with comparative advantages, and the products are on the market for a shorter time. Therefore, it is usually no longer feasible to design power independently according to the information manual. The relationship with customers has exceeded the traditional technical support concept, and engineers need to develop together with customers. In fact, through close cooperation with customers, manufacturers take the needs of customers into account in the scheme design stage and develop a power supply scheme that can better meet the needs of customers.
AC/DC power digital conversion is in the initial stage
Although most digital power supplies are mainly concentrated in the DC/DC converter and voltage stabilizer market, more new AC/DC front-end digital products can also be seen. However, the digital control that most OEMs are interested in is not exactly equivalent to the digital control they accept. As efficiency becomes an increasingly important factor, the most valuable approach is to maximize the power efficiency curve based on the load. This goal will continue to drive innovation, and today's digital AC/DC power supply focuses more on the digital setting of output voltage, output sequence, and various monitoring functions and other similar characteristics. That is to say, the digital conversion of mainstream embedded AC/DC power supply is still in the initial stage. In the AC/DC power supply market, manufacturers hope that the transfer to higher efficiency and numerical control power supply will help stabilize the price of this market. However, the current business trend shows the opposite sign.
In addition, digital power supply is a new technology. Under the trend of digitalization and intelligence of power supply system, the requirements for state control and understanding of power supply are getting higher and higher. Switching from analog control to digital control faces many challenges. For example, the response speed or bandwidth, the analog control response to the signal state is instantaneous, while the digital control circuit is a sampling system, involving delay problems, which requires CPU, ADC, etc. to have a high calculation speed. All kinds of signs show that digital power supply as an emerging technology is still in the exploratory stage. From the designer to the product definition, and then to the wide application, the scale application of digital power supply still needs a process.
Module Power Supply
module power supply faces competition from semiconductor companies. TI, Lingte and IR have all introduced their own micro modular power supply products. For many current systems with limited circuit board space and heat dissipation conditions, such as embedded systems with AdvancedTCA or CompactPCI platforms, the small size and high efficiency of these miniature modular products have attracted attention. The modular power supply has a great influence on the reliability of the system. The production of the modular power supply needs to go through multiple debugging, screening and testing procedures. The way customers design the power supply to the single board is not convenient to carry out special reliability screening for the power supply, and it is not easy to find potential faults.
module power demand continues to develop towards high power density, high efficiency and high current and low voltage. In terms of technical implementation, the current design of isolation modules mainly adopts traditional circuit topologies such as single-ended flyback, single-ended forward excitation, forward/reverse excitation combination, push-pull, bridge transformation, etc., while non-isolation modules adopt BUCK, BOOST, etc. In order to improve efficiency, various soft switching technologies can be combined, including passive lossless soft switching technology and active soft switching technology, such as ZVS/ZCS resonance and quasi-resonance; Constant frequency zero switching technology; Zero voltage, zero current conversion technology and synchronous rectification technology; In order to improve the output current, multi-phase conversion is adopted. How to combine and optimize these technologies to achieve high power density and high efficiency is the main challenge for module power design. In terms of DC-DC module power supply, 100W of 1/8 brick module power supply can be realized at present. To further realize 100W of power on 1/16 brick products to expand the application field of products, the efficiency must be further improved. System equipment usually leaves a very limited space for module power supply. Some systems are closed cavities. Heat dissipation is a problem that must be considered first. Improving power efficiency and reducing heat loss are related to the reliable work of module power supply and even the whole system.
power supply must be very careful. High switching frequency means higher switching loss. In addition, the selection and layout of external components must be reasonably considered. The structural design optimization of transformer to reduce leakage inductance is very important to reduce power loss, and the inductance optimization design of front-end PFC can also effectively reduce power consumption. In addition, the selection of transformer core materials and the miniaturization of components must be considered. Module power manufacturers must also weigh the performance advantage of high-performance components and the compromise between price.
communication module power supply market is no longer, and China's local module power supply manufacturers are also beginning to encroach on these markets. With the maturity of module power supply technology and the mutual penetration of module power supply manufacturers at home and abroad, the design differentiation of module power supply in China is getting smaller and smaller, and the market competition is becoming increasingly fierce. Chinese enterprises have an increasing market share due to local service and price advantages. The market of foreign manufacturers is compressed to the medium and high-end market of small batch/multi-variety. China's local module power companies are also inevitably under pressure from price competition.
China is a unique player in the global module power market.
module power supply is currently growing slowly in the global market. However, due to the transfer of equipment production and material procurement to mainland China and the promotion of the international market strategy of Chinese communication equipment manufacturers, China is a unique player in the global modular power supply market, with growth of more than double digits in recent years. Industry insiders believe that a growth rate of more than 15% can be expected in the next few years.
but on the other hand, the total capacity of the modular power supply market is limited. It is estimated that as far as the DC/DC module power supply market is concerned, the capacity of the Chinese market is 2~0.3 billion US dollars, and the competition between domestic and foreign module power supply manufacturers is also becoming increasingly fierce. In order to meet the needs of customers for continuous price reduction, leading companies seize the market through management optimization to shorten the research and development cycle, optimize the production process to improve the first pass rate, close to customer design, improve product technical content and other measures, and strengthen production and testing through software and hardware investment Automation, strengthen reliability design, electromagnetic compatibility and lead-free technical support.
many companies began to seek new high-profit market space, including the development of some market segments (such as military industry, medical treatment, industry, etc.) and high value-added products (such as high reliability and high performance products). Some companies have also targeted the local emerging module power market. As China's policies support the development of local technology, China's local module power companies have more opportunities in the railway and military fields. In addition, in addition to the traditional communication module power supply market, IP-based value-added application equipment and emerging wireless communication technology module power supply have also attracted the attention of some companies, such as video phone applications, Ethernet power supply equipment, etc.
Digital Module Power Supply Will Go Out of Laboratory
digital power supply technology is promoting the digital development trend of modular power supply. International leading modular power supply manufacturers are strengthening the research and development of such technologies and products. At present, there are three schemes: low-cost DC/DC scheme with low price and few functions; Fully digital and fully functional scheme; Digital product scheme, which is relatively fast in current products, uses microprocessor to optimize power supply design. In fact, for some of the leading international modular power companies, digital power has been included in their high-end product list.
, however, most of the fully digital power modules are still in the laboratory stage. Most companies hold a positive attitude towards the development trend of digital power supply, but they show a wait-and-see attitude towards actual investment. Large system equipment companies are cautious about adopting new technologies. At present, most of the real Design-in and Design-win companies are small and medium-sized companies. How the digital technology works reliably under the interference of the power module and the thermal environment has yet to be verified. The inconsistency of digital power standards is also a difficult problem for module power manufacturers.
For digital module power supplies, the industry generally believes that it is expected to enter batch applications in the next 3 to 5 years.
