Eaton vs Lite-On
Eaton and Lite-On are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 7. Eaton appears on 21 parts in total and Lite-On on 3.
At a glance
| Eaton | Lite-On | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Dublin, Ireland | Taiwan |
| Primary listing | ETN | 2301.TW |
| Market cap | 142.2B USD | 579.9B TWD |
| Parts placed | 21 | 3 |
| Layers covered | 4 | 2 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
The 3 parts both make
| Part | Eaton | Lite-On |
|---|---|---|
| Power shelves & PSUs Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| In-rack busbar & power whips Layer 4 — Servers, racks & integration | manufacturer reported | manufacturer reported |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer disclosed |
Only Eaton
- Rack PDUs layer 4
- Quick disconnects layer 5
- Hoses, tubing, fittings, valves layer 5
- HV switchgear, GIS, breakers, protection relays layer 7
- MV switchgear, E-houses, power skids layer 7
- MV/LV transformers layer 7
- LV switchgear, switchboards, panelboards layer 7
- Busway / busbar trunking layer 7
- Floor PDUs, RPPs, static transfer switches, ATS layer 7
- Circuit protection, fuses, surge, grounding layer 7
- and 8 more on Eaton's page.
Only Lite-On
Every part Lite-On is placed on is shared with the other company.
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Eaton and Lite-On compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Power shelves & PSUs, In-rack busbar & power whips, 800 V DC architecture & solid-state transformers. 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, Eaton or Lite-On?
- Eaton has 21 placements and Lite-On has 3. 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.