As global AI computing centers experience explosive growth, the need for high-power, highly stable power supplies has emerged as the very lifeblood of computing clusters. This shift has propelled transformers from their traditional role as supporting equipment to a central component of computing infrastructure. According to CCTV Business, numerous transformer manufacturers in Guangdong, Jiangsu, and other regions across China are now operating at full capacity, with some data center orders backlogged until 2027.

The expansion of global AI computing centers has transformed transformers into a scarce resource. In the U.S. market, delivery lead times have surged from 50 weeks to a staggering 127 weeks. China is home to roughly 3,000 transformer industry enterprises, and in 2025, the total export value reached 64.6 billion yuan, marking a nearly 36% year-on-year increase. China has cemented its position as the world's largest producer of transformers, with its production capacity accounting for approximately 60% of the global total.

With the “East Data, West Computing” initiative gaining momentum, computing parks are springing up across the country. By 2025, the domestic transformer market size is projected to grow by more than 20% year-on-year, with orders for AI computing and ultra-high-voltage-related high-end products exceeding 35%. Domestic transformer manufacturers are stepping up their technological upgrades, developing innovative products such as high-frequency transformers, and steering the industry toward intelligence, reduced losses, and miniaturization.