Atom to Supply 'Ultra-Slim Matrix Transformers' for North American Solar and ESS Markets

KOSDAQ-listed company Atom has joined forces with global renewable energy company A to develop power components targeting the North American solar and energy storage system (ESS) market. The company’s strategy is to expand its business domains from electric vehicles and artificial intelligence (AI) data centers to renewable energy, establishing a new growth pillar in high-value-added power components.

On August 27, Atom announced that it began a new partnership with global renewable energy company A in June and is currently developing transformers and inductors to be used in North America-bound ESS and solar microinverters.

The core of this project is the application of Atom’s proprietary ultra-slim matrix transformer technology to products made by company A’s solar business subsidiary for the North American market.

The products developed by Atom are largely divided into power components for medium and large-sized ESS targeting North America, and power components for solar microinverters. In the ESS sector, Atom has submitted and is developing transformer and inductor designs using the matrix method, while for the microinverter segment, the company is focusing on the development of high-power transformers.

In particular, Atom plans to implement its ultra-slim matrix technology, reducing transformer height to around 30 mm. Since inverters for solar and ESS need to handle high-output power for extended periods, it is important to minimize power loss and heat generation while fitting components into limited space.

The company explains that employing a matrix structure reduces the size of power components while improving both heat dissipation and space efficiency. Atom aims to respond to the demand for miniaturization and weight reduction in ESS and microinverters, while ensuring stable power conversion performance in high-output environments.

If mass production is achieved, mid- to long-term sales growth is also expected. Atom plans to begin supplying product samples starting in September. After product validation and customer evaluations, if progress remains smooth, the company aims to start mass production and supply in 2028.

A company official stated, “Given the significant demand for mass production in this product group, we expect to secure a stable volume of large-scale production once development and validation lead to full-scale supply.”

This collaboration is also noteworthy in that Atom’s business portfolio is expanding, moving from a focus on electric vehicles to AI data centers and renewable energy.

In the electric vehicle sector, Atom has registered as a first-tier supplier for Hyundai Mobis and is processing orders. The company is also developing ultra-slim planar transformers for integrated charging control units (ICCU) in partnership with LS Automotive. In the United States, Atom is working with Harbinger Motors to develop 22-kilowatt-class products for commercial electric vehicles.

In the AI data center sector, Atom is also expanding its power component business for high-power power supply units. With its cooperation with company A, Atom is further extending into the North American solar and ESS market, broadening its business based on high-power, high-efficiency power components.

The North American renewable energy market in particular is expected to be a new growth area for Atom, as demand for ESS increases along with expanded solar power generation. If Atom’s components are adopted in customer products, this could lead not just to one-off development but to long-term and recurring volume production.

However, the company emphasizes that the project is still in the development phase, and whether sales are generated—and their eventual scale—will depend on future events such as sample supply, customer evaluations, product validation, and mass production approval.

Haen Taek-su, CEO of Atom, said, “Participating in A’s development project will be a key opportunity to expand Atom’s ultra-slim and high-efficiency power component technology into the renewable energy sector. We will ensure seamless development and validation of ESS and microinverter products, aiming to secure a stable mass production foundation in the North American renewable energy market.”

This content was produced with the assistance of AI translation services.