Delta Electronics Inc (台達電) expects strong sales momentum this quarter to sustain next quarter, investor relations manager Rodney Liu (劉致遠) said on Friday, citing potential shipment growth in power electronics and a favorable product mix.
Power electronics products accounted for 52 percent of Delta’s total sales of NT$124 billion (US$4.06 billion) last quarter, followed by infrastructure products at 28 percent, automation devices at 11 percent and mobility applications at 9 percent.
Power electronics products include high-powered power supply modules, power supply units, high-efficiency adapters and backup battery units, while infrastructure products include uninterruptible power supplies, power distribution units, high-voltage direct-current (HVDC) systems and liquid cooling systems, the company said.
Photo: Ritchie B. Tongo, EPA-EFE
Demand for power electronics and liquid-to-air heat dissipation racks this quarter has exceeded expectations, after issues such as overheating during the assembly of Nvidia Corp’s GB200 server were resolved, Liu said.
While shipments of liquid-to-air heat dissipation racks next quarter remain uncertain, the company’s overall performance in the second half of this year is expected to exceed the first half’s NT$242.9 billion due to seasonality, in line with earlier guidance, he said.
Some of Nvidia’s server contract manufacturers have reported order changes due to product transition from the GB200 to GB300 series since July, but the impact on Delta has been limited thanks to its diverse customer portfolio, Liu said.
The company mainly supplies in-rack coolant distribution units, liquid-to-air busbars, HVDC systems and grid-to-chip infrastructure solutions for the GB200 model, while providing high-power capacitor modules with lithium-ion capacitors and efficient power shelves for the GB300 model, Delta said.
Orders for power supply and liquid cooling products for the two server models have remained strong, Liu said.
Delta is also developing power supply products for an 800-volt high-voltage direct-current (DC) structure and a +/-400-volt DC system, both of which are undergoing safety certification, with mass production slated for the second half of next year if all goes smoothly, he said.
Among the company’s clients, three of the world’s four leading cloud service providers — Amazon.com Inc, Alphabet Inc, Microsoft Corp and Meta Platforms Inc — have adopted the +/-400-volt system, with one opting for the 800-volt system, Liu said.
Nvidia is promoting the 800-volt system, he said.
Separately, Delta yesterday reported record revenue for last month on the back of strong global demand for artificial intelligence (AI) applications.
Consolidated sales rose to NT$47.86 billion (US$1.57 billion), up 5.4 percent from the previous month and an increase of 26.7 percent from a year earlier, the company said.
For the first eight months of this year, cumulative sales grew 24.6 percent year-on-year to NT$336.21 billion, it said.
Delta attributed the growth to sustained demand for AI servers, with power management solutions and related electronic components making up 52 percent of last month's sales.
The company's infrastructure division, boosted by liquid cooling equipment for data centers, contributed 32 percent, while automation and transportation made up 9 percent and 5 percent, respectively, it said.
Additional reporting by CNA
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