AI Data Center Demand Creates New Growth Channel for Transformer Industry
AI compute expansion has opened a new growth channel for transformer manufacturers. From 2023 onward, the transformer industry has seen a significant shift from being a behind-the-scenes player in grid construction to a critical enabler of global AI computing expansion .
Market Impact:
Global grid modernization and AI computing center construction are driving sustained growth
Overseas business is becoming the core growth engine for leading manufacturers
Export orders show "volume and price rising together"