EMS supplier Lite-On Expertise has seen demand for energy provides utilized in cloud computing (together with knowledge facilities) exceed the corresponding manufacturing capability and expects shipments of such merchandise in 2022 and 2023 to extend 30-40% yearly, in response to firm president Anson Chiu.
Lite-On has shipped energy provides to 3 of the top-4 North America-based cloud computing service operators and is striving to grow to be a provider for the opposite, Chiu stated.
Together with rising wants for storage capacities at knowledge facilities, dimensions of energy provides should be decreased however wattage must be hiked, that means extra technological problem in growing and making energy provides, Chiu famous.
Lite-On expects massive progress in shipments of automotive digital units, primarily for electrical automobile (EV) energy charging piles and on-board chargers, Chiu indicated. Lite-On has grow to be a provider for 3 US-based makers of EV energy charging gear and expects demand to continue to grow over the following 3-5 years together with the US authorities’s drive to boost EV charging infrastructure, Chiu stated, including on-board chargers are used to transform AC from charging piles into DC for batteries.
For optoelectronic product traces, Lite-On has prolonged manufacturing of car-use LED units from lighting modules to modules with heat-dissipation and structural elements, with the latter taking over 30% of shipments of car-use LED units, Chiu indicated.
PC-use product traces, primarily energy provides, keyboards, mice, casings and structural elements, are anticipated to take up about 53% of 2022 consolidated revenues, Chiu stated. Whereas world PC demand is shrinking, Lite-On’s gross sales from PC-use product traces have slipped solely barely primarily as a result of ASP has risen about 10% on 12 months due shipments of higher-end merchandise, Chiu famous.
The general income proportion for non-PC-use product traces will rise from 47% in 2022 to over 50% in 2023, Chiu indicated.
Lite-On will give attention to growth of micro-grids consisting of energy inverters, PCS (energy conversion programs), battery power storage programs and power administration platforms over the following 10 years, and can start to launch such merchandise in 2023-2024, Chiu stated. Micro-grids are use to retailer electrical energy from energy grids throughout off-peak hours and to produce saved electrical energy throughout peak load, Chiu famous, including Lite-On will initially launch residential battery power storage programs in 2023.
Whereas a residential battery power storage system is bought at about US$10,000 at the moment, some China-based makers provide gross sales costs about 70% decrease than the previous, bringing aggressive stress on Taiwan-based makers, Chiu indicated. Nonetheless, Lite-On will faucet the US, Germany, Japan markets and different nations with comparatively excessive energy costs, he stated.
Lite-On has demolished an outdated manufacturing unit constructing in New Taipei Metropolis and can make investments NT$2.82 billion (US$93.4 million) to assemble a manufacturing unit/workplace mixed-use constructing on the identical web site, with completion scheduled for 2025.