Supply Chain Changes We Can Expect in Q3 & Q4
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London — Six of the top ten AC-DC and DC-DC power supply vendors shifted in rankings last year with the top four spots remaining the same, led by Delta Electronics, followed by Emerson, Lite-On Technology, and Acbel Polytech. The global market for AC-DC and DC-DC power supplies increased only 2.4 percent in 2014, with most growth limited to specific markets, including mobile devices and LED lighting, according to an upcoming report from IHS Technology. IHS attributes the shifts in the rankings to limited growth in specific markets.
The top 10 vendors in 2013 accounted for 53 percent of total global power supply revenue of $20.7 billion. In 2012, the top 10 had a nearly equivalent share of 52 percent, out of total industry revenue of $20.1 billion.
“The market-share standings for 2013 are quite turbulent with six of the top 10 manufacturers shifting in rank and two companies entering the circle,” said Jonathon Eykyn, power supply and storage component analyst for IHS, in a statement. “It is clear from these results that manufacturers will have to continue to diversify their portfolios in order to remain competitive.”
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The two suppliers that grew the most in 2013 were Finland’s Salcomp and Taiwan’s Mean Well, which are both well entrenched in strong, emerging markets, according to the report. Salcomp climbed six positions in the rankings, while Mean Well moved up two spots.
Other changes in the ranking include Eltek climbing five positions, while both Murata and TDK Lamba fell three spots. GE Energy moved down one position.
“Manufacturers of power supplies sold to sectors where demand remained stronger, including smartphones, tablets and LED lighting,” Eykyn added. “These vendors experienced much greater revenue growth, allowing them to jump up the market-share rankings.”
However, traditional power supply vendors serving sectors such as industrial and telecom applications continued to experience weaker demand for much of 2013, stated Eykyn. Other contributors to low growth include a sharp decline in demand last year from previously strong growth markets including notebooks, which led to a revenue decline for some of the largest power supply manufacturers, as well as exchange-rate fluctuations which impacted the performance of suppliers, particularly those based in Japan including TDK Lambda and Murata.
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