Telecom Power Systems Market Faces Shifts in 2025
The telecom power systems market will experience significant transformation in 2025. Safety concerns now drive urgent upgrades across telecom networks. Providers face pressure to adopt sustainable solutions while navigating market volatility. The growing demand for faster network services forces companies to rethink technology strategies and operational standards.
Industry leaders must stay proactive to remain competitive in this rapidly evolving sector.
Key Takeaways
Telecom power systems face big changes in 2025, driven by safety needs, sustainability goals, and faster network demands.
Companies expand into new markets like AI processors and green energy to offset revenue drops and grow in emerging sectors.
Advanced safety features like fire-safe batteries and stricter regulations help protect networks and build trust.
Sodium-ion batteries and new inverter systems improve reliability, support renewable energy, and keep power stable.
Providers use AI and real-time monitoring to boost network resilience, manage risks, and ensure uninterrupted service.
Market Shifts 2025
Revenue Trends
Industry analysts have observed notable shifts in the global telecom power systems market. According to the latest market report and forecast, 2024 saw a decline in net revenue for key players such as Aehr Test Systems, dropping from $66.2 million to a projected $59.0 million for fiscal 2025. Despite this decrease, companies have responded by expanding their addressable markets and diversifying their customer bases. They now focus on emerging sectors that include AI processors, gallium nitride (GaN) power semiconductors, silicon photonics, and automotive semiconductor applications.
Aehr introduced its first production wafer level burn-in system for AI processors, with ongoing evaluations for high-volume production.
The GaN semiconductor market shows stronger growth prospects compared to silicon carbide, which faces slower expansion due to electric vehicle market dynamics.
New product launches and acquisitions in AI processor testing, GaN semiconductor production, and silicon photonics are expected to drive opportunities in 2025.
Production orders for GaN devices and packaged part burn-in solutions for AI processors signal strategic growth, even as short-term revenue pressures persist.
The silicon photonics and data storage device markets continue to gain momentum, contributing to future revenue streams.
These trends suggest cautious optimism for the coming year, as expansion into higher-growth segments may offset recent declines.
Supply Chain
Recent revenue trends have directly influenced investment in telecom power systems infrastructure. The following table highlights key developments:
Aspect | Detail |
|---|---|
Market Growth | Data Centre Physical Infrastructure (DCPI) market grew 17% year-on-year in Q1 2025 |
Growth Duration | Fourth consecutive quarter of double-digit growth |
Growth Drivers | Hyperscalers and colocation providers expanding capacity for AI workloads |
Fastest Growing Segment | Power distribution, with busway systems expanding over 40% YoY |
Key Vendors | Eaton, Legrand, Siemens, Vertiv increased capacity for overhead and scalable power systems |
Liquid Cooling Revenue Growth | More than doubled, preferred for high-density AI deployments |
Regional Growth | North America 23% YoY, EMEA and China low-teens growth |
Cloud Providers Growth | Top 10 cloud service providers grew 30% YoY |
Market Share Contributors | Colocation and cloud customers accounted for 74% of total DCPI market growth |
Expert Insight | AI drives demand for new infrastructure; racks reaching 600 kW and 1 MW configurations |
Telecom networks now require robust and scalable power systems to support AI-driven workloads. Providers must adapt quickly to these changes, as investment in infrastructure remains critical for maintaining reliable telecom networks and meeting future demand.
Telecom Power Systems Trends
Safety Standards
Telecom power systems face increasing scrutiny regarding safety. Recent incidents involving battery fires and overheating have prompted industry leaders to prioritize advanced safety features. Companies like Etica Battery have introduced fire-safe uninterruptible power supply (UPS) systems. These systems use anti-propagation technology, which prevents fire from spreading between battery cells. This innovation has become especially important for 5G towers, where high-density installations increase risk.
Regulatory bodies now enforce stricter safety standards. Operators must comply with new guidelines for battery storage, thermal management, and emergency response. These measures help reduce downtime and protect both infrastructure and personnel. The adoption of advanced monitoring systems allows real-time detection of faults, enabling quick intervention. As a result, telecom providers can maintain network reliability while minimizing hazards.
Note: Safety improvements not only protect assets but also build trust with customers and regulators.
Sustainability
Sustainability has emerged as a central theme in the evolution of telecom power systems. Operators seek to reduce their environmental impact by integrating renewable energy and innovative infrastructure. The partnership between EDOTCO Bangladesh and Tiger New Energy highlights this shift. They have launched several initiatives to promote green power in telecom networks:
Deployment of integrated renewable energy solutions, including solar and wind power.
Introduction of Battery-as-a-Service (BaaS), Battery Swapping Stations (BSS), and Battery Charging Station Systems (BCSS) to cut fossil fuel use.
Construction of Bamboo Towers, Hybrid Solar-Wind Towers, and Spun Prestressed Concrete Towers for eco-friendly infrastructure.
Rollout of Smart Pole Street Furniture to support urban connectivity and sustainability.
Support for electric mobility through battery swapping for two and three-wheelers.
Commitment to affordable clean energy access and community empowerment, aligning with the UN Sustainable Development Goals.
These efforts ensure uninterrupted telecom services and help Bangladesh meet its national sustainability targets. The collaboration marks the first large-scale green power rollout in the country’s telecom sector.
Global telecom operators also demonstrate strong commitments to sustainability. The table below summarizes key actions by leading companies:
Telecom Operator | Renewable Energy Integration and Sustainability Actions |
|---|---|
KPN | Uses green electricity since 2011; carbon neutral since 2015; developed LoRa network to improve energy efficiency and reduce CO2 emissions. |
T-Mobile | Joined RE100 pledge; achieved 100% renewable electricity by 2021; implemented energy efficiency guidelines and supply chain optimizations. |
Telstra | Carbon neutral through large offset programs; targets 100% renewable energy generation equivalent by 2025; aims for 50% emissions reduction by 2030. |
Deutsche Telekom | Plans to reduce global emissions by up to 95%; set net-zero climate target for 2040; adopting green company cars from 2023. |
Swisscom | Aims for climate neutrality across the value chain by 2025; plans to reduce CO2 by 1 million tonnes annually by 2025. |
These examples show how top telecom power systems companies lead the way in renewable energy adoption and carbon reduction. They invest in energy-efficient technologies and optimize their power supply to support sustainability goals.
The push for sustainable telecom power systems will continue to shape industry standards. Operators who embrace green solutions gain a competitive edge and contribute to a cleaner future.
Technology Advances
Battery Innovation
Recent discoveries in battery science have transformed telecom power systems. Researchers identified the 'space charge layer' effect, which improves energy storage and delivery. This effect allows batteries to charge faster and operate more efficiently. Telecom operators now benefit from batteries that support grid resilience by maintaining stable power during peak demand.
Sodium-ion batteries have emerged as a strong alternative to traditional lithium-ion options. These batteries offer several advantages for telecom power systems. The table below summarizes key benefits:
Aspect | Sodium-Ion Battery Advantages | Relevance to Telecom Power Applications |
|---|---|---|
Reliability | Operates reliably in extreme temperatures (-40°C to 70°C) | Telecom sites require dependable operation under harsh conditions |
Lifespan | 4,000 cycles at 100% depth of discharge | Longer service life reduces maintenance and replacement costs |
Safety | No lithium or cobalt, reducing thermal runaway risk | Enhances safety and lowers risk of catastrophic failure |
Battery Management | Intelligent built-in smart BMS ensures balanced operation and fault protection | Improves scalability and system reliability in telecom power setups |
Thermal Management | Effective charging down to -20°C without external heating | Reduces complexity and energy overhead in cold environments |
Sodium-ion batteries help telecom operators achieve grid resilience by providing reliable power supply even in extreme weather. Their long lifespan and advanced management systems reduce maintenance needs and improve overall system stability.
Inverter Systems
Inverter technology has advanced rapidly to meet the demands of modern telecom networks. Hitachi recently introduced a next-generation inverter system designed for stable and resilient power grids. This system enhances grid resilience by quickly responding to fluctuations in energy demand and supply. It ensures that telecom power systems maintain a consistent power supply, even during outages or surges.
The new inverter system uses advanced algorithms to balance loads and integrate renewable energy sources. This approach supports grid resilience by allowing telecom networks to adapt to changing conditions without service interruptions. Operators can now rely on a robust power supply that meets the needs of high-density data traffic and critical communications infrastructure.
Note: Battery innovation and inverter advancements play a vital role in strengthening grid resilience for telecom providers. These technologies ensure uninterrupted service and support the growing demands of digital connectivity.
Impact on Providers
Operations
Telecom providers face new operational realities in 2025. The demand for uninterrupted service has never been higher. Providers must ensure that telecom networks remain stable, even as data traffic surges and infrastructure ages. Many companies now prioritize investments in advanced battery systems and inverter technologies. These upgrades help maintain grid resilience during power fluctuations or outages.
Operational teams monitor network performance around the clock. They use real-time analytics to detect issues before they escalate. Providers also deploy remote management tools to optimize energy use and reduce downtime. With the integration of renewable energy sources, operational complexity increases. Teams must balance traditional and green power supply options to support both sustainability and reliability goals.
Grid resilience stands at the center of these efforts. Providers design backup systems and redundancy protocols to keep telecom networks running during emergencies. They also train staff to respond quickly to incidents, minimizing service interruptions for customers.
Risk Management
Risk management has become a strategic priority for telecom providers. The complexity of modern telecom networks exposes them to a wide range of threats, from cyberattacks to physical infrastructure failures. Leading companies implement comprehensive strategies to address these vulnerabilities:
Providers like SK Telecom invest heavily in cybersecurity, with multi-year roadmaps focused on resilience and advanced threat detection.
Many organizations adopt standardized frameworks such as the NIST Cybersecurity Framework to guide governance and risk management.
AI-driven threat hunting analyzes real-time data from millions of endpoints, enabling proactive detection and response.
Public-private partnerships and collaborations with security vendors drive solution development and regulatory compliance.
Entity-based regulation models introduce tiered obligations based on organizational size and AI usage, allowing scalable governance.
Regulatory frameworks require transparency, periodic audits, and dynamic compliance thresholds to adapt to evolving threats.
These measures embed security into every layer of telecom networks. Providers recognize that grid resilience depends not only on physical infrastructure but also on robust digital defenses. By integrating risk management into daily operations, companies protect both their assets and their customers.
Telecom power systems in 2025 reflect rapid innovation, with AI-driven energy management and microgrid adoption transforming efficiency and resilience. Vendors like Schneider Electric lead with sustainable, safe solutions, helping clients reach net-zero goals.
Adapting to new safety standards and sustainability targets remains essential for providers facing evolving regulations and market realities.
Industry experts recommend:
Embracing AI and automation in compliance and operations.
Involving executive leadership in technology decisions.
Balancing innovation with robust risk management.
Investing in intelligent compliance tools to stay ahead.
Ongoing monitoring and proactive investment will keep providers competitive and compliant.
FAQ
What are the main safety improvements in telecom power systems for 2025?
Providers now use fire-safe UPS systems and anti-propagation battery technology. These upgrades help prevent fires and improve emergency response. Operators also follow stricter safety standards set by regulators.
How do telecom companies support sustainability goals?
Telecom operators invest in renewable energy, such as solar and wind. Many companies use Battery-as-a-Service and eco-friendly infrastructure.
Example: EDOTCO Bangladesh and Tiger New Energy deploy green power solutions.
Why do providers choose sodium-ion batteries over lithium-ion?
Sodium-ion batteries offer better safety and reliability. They work well in extreme temperatures and last longer.
Providers prefer them for lower risk of thermal runaway and reduced maintenance needs.
What role does AI play in telecom power systems?
AI helps monitor network performance and manage energy use.
Providers use AI-driven analytics for real-time fault detection.
Automation improves efficiency and reduces downtime.
How do new inverter systems benefit telecom networks?
New inverter systems, like those from Hitachi, stabilize power supply during demand spikes.
These systems integrate renewable energy and balance loads, ensuring reliable service for high-density networks.
See Also
The Importance Of Enhanced Telecom Cabinets In 2025
Key Features To Understand About Telecom Power Supplies
Latest Developments Shaping Outdoor Telecom Cabinet Designs
