Introduction

I. Energy Compliance Fully Enforced as a Mandatory Export Threshold; Conventional Low-efficiency Silicon-based Power Supplies Can Hardly Enter Mainstream Commercial Channels in Europe and the US

1. European Union
   The updated ErP Lot 9 regulation has officially taken effect, stipulating a minimum average conversion efficiency of 87% for external adapters and limiting no-load standby power consumption within 20mW. The EU Carbon Border Adjustment Mechanism (CBAM) entered its formal payment phase in 2026. Though external power adapters are not yet included in its coverage scope, the EU keeps advancing carbon neutrality and full-product carbon footprint management. High-efficiency, low-power-consumption power supplies enable enterprises to prepare in advance for future regulatory expansion and avoid long-term export compliance risks. Silicon-based power supplies failing to meet the criteria are barred from mainstream offline retail and industrial channels across the EU.
2. North America
   The US DOE Level VI energy efficiency standard has been fully implemented with stricter restrictions on energy loss under light loads. To gain access to Amazon and offline electronic retail stores, products must obtain UL/ETL safety certification and FCC EMC certification. Power supplies lacking corresponding safety and energy efficiency certifications face risks of platform delisting and customs detention.
3. Global Consensus Among Buyers
   Overseas purchasers now widely calculate the Total Cost of Ownership (TCO) for equipment: the cumulative electricity savings delivered by high-efficiency power supplies over the service life far outweigh the slight premium in procurement costs.

II. Tiered Penetration of GaN Technology: Robust Growth in Consumer Electronics, Steady Adoption in Industrial Control and Computing Infrastructure

1. Consumer Fast Charging (68% of total GaN demand, core market)
   30W–140W multi-port laptop chargers dominate this segment. Compared with traditional silicon-based solutions, GaN reduces product volume by nearly 60% while lifting peak efficiency to 95%–97.5%, emerging as the standard configuration for mid-to-high-end portable digital devices.
2. AI Servers & Data Center Power Supplies
   GaN penetration has risen from less than 5% to 15%–20%. It cuts power loss by over 30% and greatly improves cabinet power density, making it widely adopted by major cloud service providers across North America.
3. Industrial Control & Telecommunication Power Supplies
   GaN is gaining steady traction. Wide-temperature GaN solutions operate reliably within -40℃ to 70℃ harsh industrial environments with lower heat generation, supporting 24/7 continuous operation for automated production lines and 5G base stations.
4. Low-cost Small Home Appliances & Low-power Peripherals
   Silicon-based solutions retain stable market share for cost-sensitive scenarios thanks to superior cost performance.

III. Demand Characteristics of Four Major Regional Markets (Key Reference for Foreign Trade Procurement)

1. North America: AI-driven Premium Market Prioritizing Certification and Operational Stability

• Procurement priorities: Uncompromising UL and FCC certifications; generic uncertified products are rejected. Buyers attach great importance to long-term operational stability, favoring high-power industrial modules and redundant server power supplies. They accept reasonable premiums for certified customized solutions and value consistent delivery timelines and secure supply chains most.
• Hot-selling products: AI server power modules, medical device power supplies, GaN laptop fast chargers, automated industrial power supplies

2. Western Europe: Carbon Neutrality-focused Market Emphasizing Maintainability and Environmental Standards

• Mandatory requirements: ErP compliance, RoHS material restrictions, recyclable structural design and comprehensive carbon footprint reports. Buyers in Germany and France place extra emphasis on TÜV certification and long-term equipment serviceability alongside compliance documents.
• Hot-selling products: Low-noise industrial power supplies, modular adapters with interchangeable plugs for multiple countries, backup power supplies for telecommunications

3. Southeast Asia & Emerging Markets: Cost-performance Dominance Amid Rapid Industrial Infrastructure Expansion

• Procurement logic: Stable quality and competitive unit price come first, mainly applied in factory automation, consumer electronics retail and small home appliances.
• Industry features: Looser current energy efficiency thresholds; buyers prefer mature standardized solutions with short sampling cycles and stable delivery; small-batch mixed orders with varied specifications are commonplace.

4. East Asia: Frontier of Technological Iteration

IV. Common Pain Points for Overseas Buyers & One-stop Delivery Solutions from OMENIS

Prevailing Procurement Challenges

1. Divergent certification standards across regions lead to repeated testing, prolonged lead times and increased mold development costs;
2. High-voltage industrial-grade GaN chips face periodic supply shortages and frequent price fluctuations, while the supply chain for consumer-grade GaN chips remains relatively stable;
3. Long lead times for customized projects easily trigger inventory risks during peak sales seasons.

Targeted Solutions

1. Pre-certified Regional Platforms: Pre-developed power supply platforms certified for North America, the EU and Southeast Asia drastically shorten clients’ certification cycles;
2. Flexible Dual-technology Selection: Cost-effective silicon-based solutions and high-efficiency miniaturized GaN options available on demand;
3. Reliable Delivery Schedule: Standard customized projects are delivered within a fixed timeframe of 20–25 working days; timelines for special high-power projects requiring multiple certifications will be confirmed separately to help clients mitigate seasonal inventory risks;
4. Full-spectrum One-stop ODM Service: Covering schematic design, PCB development, thermal simulation, EMC debugging, sample verification and mass production.

Conclusion