By 2025, under the dual impetus of the popularization of new energy vehicles and the acceleration of 5G infrastructure construction, China's electronic transformer industry is entering a period of rapid growth. As of the first half of the year, the national sales of new energy vehicles exceeded 6.937 million units, a year-on-year increase of 40.3%, and the total number of 5G base stations exceeded 4.486 million, accounting for more than 40% of the global total. As a core component for power conversion and management, electronic transformers are experiencing a new round of technological iteration and market expansion.

In the field of new energy vehicles, electronic transformers are widely used in charging modules and on-board energy management systems. With the launch of 800V high-voltage platforms by automakers such as BYD and Geely, charging piles need to efficiently convert AC power into high-voltage DC power, putting higher demands on the power density and heat dissipation of transformers. For instance, the liquid-cooled transformer in BYD's Seal enables a 300-kilometer fast charge in 15 minutes. Meanwhile, on-board transformers also undertake functions such as high-voltage distribution, voltage stabilization, and V2H (vehicle-to-home) bidirectional power supply. Integrated products launched by enterprises like Chint can control voltage fluctuations within ±1%, ensuring the stable operation of various functions in intelligent cabins.

The construction of 5G base stations also brings significant demand for electronic transformers. The power consumption of a single 5G base station is about three times that of a 4G base station. Transformers using silicon carbide (SiC) by Huawei and ZTE have increased the power conversion efficiency to 99%, significantly reducing annual power consumption per station and having huge potential for large-scale emission reduction. On the signal transmission side, network transformers developed by enterprises like Jingquanhua, through magnetic shielding and layered winding technology, have reduced signal crosstalk to below -60dB, supporting the high-frequency and low-latency characteristics of 5G communication. Moreover, the policy of shared base stations is driving transformers towards wide voltage and intelligence. Chint's smart transformer can adapt to the power supply standards of the three major operators, reducing the cost of repeated construction by more than 30%.

The synergy effect of the industrial chain is increasingly prominent. The domestic production of amorphous alloy materials has been achieved, reducing costs by 40% and significantly lowering the no-load loss of transformers. The manufacturing end in the middle of the chain is promoting automated production through "future factories", with enterprises like Chint and Delixi significantly improving product consistency and capacity. The application scope has expanded from new energy vehicles and 5G base stations to data centers and smart grids, with continuous cross-industry integration expanding the industry boundaries.

Looking ahead, the market size of China's electronic transformer industry is expected to reach 81.96 billion yuan in 2027, with a compound annual growth rate of 8.9%. Wide bandgap semiconductor materials, digital twin design, and global layout have become the focus of competition among enterprises. Driven by the "dual engines" of new energy vehicles and 5G base stations, electronic transformers are transforming from basic components to integrated and intelligent system solutions, propelling the entire industry into a new stage of high-quality growth.