Delta Electronics vs Huawei
Delta Electronics and Huawei are both placed on 4 of the same AI data center parts in this catalog, spanning layers 3, 5, 7, 9. Delta Electronics appears on 18 parts in total and Huawei on 11.
At a glance
| Delta Electronics | Huawei | |
|---|---|---|
| Ownership | public | private |
| Headquarters | Taipei, Taiwan | Shenzhen, China |
| Primary listing | 2308.TW | none in catalog |
| Market cap | 4.05T TWD | |
| Parts placed | 18 | 11 |
| Layers covered | 6 | 7 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 0 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Coolant distribution units — The unit that separates the IT-side (technology) coolant loop from the facility water loop, exchanging heat between them and pumping and filtering the technology-side flow — sized from in-rack and in-row units up to multi-megawatt facility-class units.
- UPS (static, modular, rotary/DRUPS) & UPS power semis — Uninterruptible power supplies that bridge the gap between a utility outage and generator start, built as static (battery-based), modular, or rotary/diesel-rotary (DRUPS) designs, plus the power semiconductors inside them.
- Prefab / modular data centers & power/cooling skids — Factory-built modular data center units and prefabricated power and cooling skids that are assembled off-site and installed as complete, pre-integrated blocks.
The 4 parts both make
| Part | Delta Electronics | Huawei |
|---|---|---|
| Switch systems & white-box ODMs Layer 3 — Networking & interconnect | odm inferred | manufacturer inferred |
| Coolant distribution units Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer inferred |
| UPS (static, modular, rotary/DRUPS) & UPS power semis Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Prefab / modular data centers & power/cooling skids Layer 9 — Building shell, site & construction | manufacturer inferred | manufacturer inferred |
Only Delta Electronics
- Board-level power: VRMs, power stages, PoL, power semis layer 4
- Power shelves & PSUs layer 4
- Fans layer 4
- In-rack busbar & power whips layer 4
- Rack PDUs layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Direct-to-chip cold plates layer 5
- Rack manifolds layer 5
- Building management, controls, environmental sensors layer 6
- Busway / busbar trunking layer 7
- and 4 more on Delta Electronics's page.
Only Huawei
- AI storage systems layer 2
- Scale-out switch ASICs layer 3
- DCI / coherent optics layer 3
- Rear-door heat exchangers layer 5
- CRAH / CRAC / fan walls / in-row units layer 6
- Hyperscalers, neoclouds & model labs layer 9
- Inverters layer 8
Questions
- Do Delta Electronics and Huawei compete?
- In this catalog they are both placed on 4 of the same parts, across 4 layers: Switch systems & white-box ODMs, Coolant distribution units, UPS (static, modular, rotary/DRUPS) & UPS power semis, Prefab / modular data centers & power/cooling skids. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Delta Electronics or Huawei?
- Delta Electronics has 18 placements and Huawei has 11. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.