As Nvidia's chip power continues to increase, the importance of corresponding power supply and backup power issues for AI servers has become more pronounced. It is anticipated that newly constructed data centers will increasingly adopt backup battery units (BBU).
DIGITIMES estimates that the global BBU market size will reach US$370 million by 2025. With the gradual shipment of servers equipped with GB200 and GB300 GPUs, 2025 is expected to be a pivotal year for large-scale BBU adoption in the market.
Taiwanese power supply unit (PSU) leaders Delta and Lite-On Technology are key integrators in the supply chain.
Chart 1: AI server power surges drive increased adoption of BBUs to reduce risks
Chart 5: Server power revenues and share of Delta and Liteon, 2023-2024 (NT$b)
Chart 8: AES-KY and Dynapack: Taiwan's power duo BBU suppliers
Chart 9: Emerging players in the BBU market: STL, Celxpert, and C-Tech
Chart 10: New power designs propel BBU connector and supercapacitor supply chain growth
Chart 11: DeepSeek boost AI edge adoption, may disrupt server power supply chain
Chart 12: Global BBU market poised for growth in 2025 as power supply giants set to benefit
