A decade’s work in designing and manufacturing power electronics has taught me one fundamental truth: the companies that will succeed are the ones building for tomorrow’s requirements. While most market leaders optimize for current conditions, the likely winners are companies that engineer for the market ahead.
Today, Tritium is announcing our second major proof point of this philosophy: lifetime warranty on power modules. Combined with our recently launched TRI-FLEX ultra-scaling platform, we’re demonstrating that the future of EV charging infrastructure belongs to companies willing to reinvent technology rather than refine legacy approaches.
The Market Ahead: A Fundamental Shift
The numbers tell a compelling story. EV sales will rapidly grow from 20% of new vehicle purchases globally to over 60% in the next decade. To support this transition, we need hundreds of thousands of new DC fast chargers by 2030. This growth won’t come from gradual market evolution; it’s a fundamental transformation that will separate next-generation companies from legacy players.
The market ahead demands infrastructure that can deploy rapidly across diverse environments, operate reliably for years without expensive component failures, and scale economically from tens to thousands of charging points. Traditional charging solutions—designed for today’s market conditions—simply cannot meet these requirements.
While today’s market leaders focus on incremental improvements to legacy designs, next-generation companies are rebuilding from the ground up. The choice is binary: engineer for the market ahead or become irrelevant in it.
TRI-FLEX: Ultra-Scaling Architecture for Tomorrow
Earlier this year, we launched TRI-FLEX—our revolutionary ultra-scaling platform that delivers industry-leading power density of 512kW/m² and supports up to 64 charging ports from a single system. TRI-FLEX wasn’t designed to compete with today’s charging solutions; it was engineered specifically for the deployment challenges of the market ahead.
Traditional charging platforms require expensive grid upgrades and extensive site preparation. TRI-FLEX’s distributed architecture minimizes grid impact while maximizing deployment speed. Legacy solutions force operators to choose between power and flexibility. TRI-FLEX delivers both, allowing charge point operators to scale up to 1.6MW of AC power and 3.2MW of DC power, with the flexibility to integrate battery storage and pair up to 64 charging ports on a single system.
Most importantly, TRI-FLEX enables capital-efficient deployment models the market ahead demands. When you need to scale from tens to thousands of charging points, every efficiency advantage compounds exponentially.
Next-Gen: Power Electronics for the Market Ahead
Now we’re introducing the second pillar of our next-generation approach: new next-gen power modules designed specifically for the TRI-FLEX. While competitors assemble power electronics from third-party suppliers, Tritium’s vertical integration enables us to engineer specifically for ultra-scaling requirements.
Our next-gen modules for TRI-FLEX are designed to deliver exceptional reliability through proprietary power electronics IP developed over more than 15 years and over 21,000 global deployments. These next-gen modules also feature advanced thermal management for extreme operating conditions, improved power density for space-constrained installations, and enhanced diagnostic capabilities for predictive maintenance across vast networks.
The lifetime warranty we offer on all our power modules isn’t marketing hyperbole—it’s the natural outcome of engineering excellence. When you control every aspect of power module design and manufacturing, you can guarantee performance that other market participants simply cannot match.
Why Today’s Market Participants Won’t Win Tomorrow
The EV charging industry’s current participants built their businesses optimizing legacy power electronics for yesterday’s deployment models. Their business models depend on acceptable failure rates and predictable replacement cycles. Their supply chains assume steady-state market conditions.
The market ahead breaks all these assumptions. Ultra-scaling deployment cannot tolerate “acceptable” failure rates—a 3% annual failure rate becomes operational chaos across thousands of charging points. Predictable replacement cycles will become economic disasters when multiplied across massive networks. Supply chain finger-pointing becomes a barrier to rapid problem resolution.
Next-generation companies understand this fundamental shift. Here at Tritium, we’re not trying to optimize legacy technology for new requirements—we’re rebuilding the technology foundation entirely.
The Power of Vertical Integration at Scale
While legacy companies debate supplier relationships and component sourcing, Tritium owns the power electronics IP that defines charging performance. This vertical integration advantage becomes exponential in ultra-scaling environments.
When power modules fail across competitor networks, they initiate complex warranty claims with multiple suppliers. When our next-gen modules need service, we own the entire solution. When markets demand new performance requirements, competitors negotiate with suppliers. We engineer directly.
This is why we can offer lifetime warranty on power modules while others struggle with 3-year coverage. Vertical integration isn’t just a competitive advantage—it’s the foundation for winning the market ahead.
Tritium is Built for Tomorrow
Under Exicom ownership, we’ve rebuilt Tritium as a deep technology company focused on the market ahead. We are seasoned industry veterans who understand the deployment challenges customers face at ultra-scale. We’ve developed revolutionary products like TRI-FLEX that enable unprecedented charging density, and our next-gen power modules that eliminate the most significant component risk in charging infrastructure.
Most importantly, we’ve maintained the engineering culture that drives continuous innovation. While legacy companies optimize existing solutions, we’re inventing the technologies the market ahead requires.
The lifetime warranty on next-gen modules isn’t just a product announcement—it’s a demonstration of our best-in-class engineering capability. We’re not selling charging hardware; we’re providing the technological foundation for infrastructure that can scale rapidly, operate reliably, and deliver predictable economics across decades.
The Future Belongs to Next-Generation Solutions
The EV charging industry’s transformation is accelerating. Companies that continue optimizing for today’s market will find themselves irrelevant. The market ahead belongs to those willing to reinvent rather than refine.
At Tritium, we’ve made our choice. TRI-FLEX delivers the ultra-scaling architecture that the market ahead demands. Next-gen power modules provide the power electronics reliability that massive deployment requires. Together, they represent next-generation solutions for next-generation infrastructure challenges.
Legacy companies will continue incremental improvements to legacy designs. Next-generation companies are building the technologies that will define the market ahead.
The question for every charging infrastructure stakeholder is simple: are you partnering with companies optimizing for yesterday’s requirements, or companies engineering for tomorrow’s opportunities?
The market ahead is coming faster than most realize. The window for choosing next-generation solutions over legacy optimizations is closing rapidly. At Tritium, we’re ready to lead that future—starting today.