Transformers

Preface

One thing that obviously confuses many people is the idea of flux density within the transformer core. While this is covered in more detail in Section 2, it is important that this section's information is remembered at every stage of your reading through this article. For any power transformer, the maximum flux density in the core is obtained when the transformer is idle. I will reiterate this, as it is very important ...

For any power transformer, the maximum flux density is obtained when the transformer is idle.

The idea is counter-intuitive, it even verges on not making sense. Be that as it may, it's a fact, and missing it will ruin your understanding of transformers. At idle, the transformer back-EMF almost exactly cancels out the applied voltage. The small current that flows maintains the flux density at the maximum allowed value, and represents iron loss (see Section 2). As current is drawn from the secondary, the flux falls slightly, and allows more primary current to flow to provide the output current.

It is not important that you understand the reasons for this right from the beginning, but it is important that you remember that for any power transformer, the maximum flux density is obtained when the transformer is idle. Please don't forget this


Introduction

As you look through this article, you may be excused for exclaiming "This is for beginners? - the man's mad. Mad, I tell you!" This is probably fair comment, but transformers are not simple, and there is no simple way to provide all the information you need to understand them properly. There are sections here that probably go a little bit deeper than I originally intended, but were just too interesting to leave out.

There are parts of this article you may want to skip over, but I suggest that you do read all of it if you can. A full understanding to the extent where you can design your own transformer is not the aim, but the majority of the information is at the very least interesting, and will further your general electronics knowledge.

For those who wish to delve deeper, Section 2 does just that. It is recommended reading, even for beginners, as there is a great deal to be learned about transformers, despite their apparent simplicity.

The principles that allow us to make use of electro-magnetism were only discovered in 1824, when Danish physicist Hans Oersted found that a current flowing through a wire would deflect a compass needle. A few years after this, it was found that a moving magnetic field induced a current into a wire. From this seemingly basic concept, the field of electromagnetism has grown to the point that society as we know it would not exist without the many machines that make use of these discoveries.

Transformers are essential for all modern electronics equipment, and there are very few devices that do not use them. Each transformer type has a specific use, and it is uncommon that a transformer made for one application can be used for another (quite different) purpose.

Before embarking on a description of the different types, the basic theory must be understood. All transformers use the same basic principle, and only the finer points ever change. A transformer works on the principle of magnetic coupling to transfer the energy from one side (winding) to the other.

Transformers are bi-directional, and will work regardless of where the input is connected. They may not work as well as they otherwise might, but basic functionality is unchanged. An ideal transformer imposes no load on the supply (feeding the primary) unless there is a load across the secondary - real life components have losses, so this is not strictly true, but the assumption can be used as a basis of understanding.

Power transformers are rated in Volt-Amps (VA). Using Watts is of no use, since a load that is completely reactive dissipates no power, but there are still Volts and Amps. It is the product of "real" voltage and current that is important - a wattmeter may indicate that there is little or no real power in the load, but the transformer is still supplying a voltage and a current, and will get hot due to internal losses regardless of the power.

Transformer cores have a quoted permeability, which is a measure of how well they "conduct" a magnetic field. Magnetism will keep to the path of least resistance, and will remain in a high permeability core with little leakage. The lower the permeability, the greater is the flux leakage from the core (this is of course a gross simplification, but serves well enough to provide an initial explanation of the term).

A transformer may be made with various materials as the core (the magnetic path). These include

  • Air - provides the least coupling, but is ideal for high frequencies (especially RF). Permeability is 1.
  • Iron - A misnomer, since all "iron" cored transformers are steel, with various additives to improve the magnetic properties. Permeability is typically about 500 and upwards.
  • Powdered Iron - Steel magnetic particles formed into a core and held together with a bonding agent, and fired at high temperature to create a ceramic-like material with very good properties at medium to high frequencies (over 1 MHz). Especially suited to applications where there is a significant DC component in the winding or for very high power. Permeability is typically 40-90.
  • Ferrite - A magnetic ceramic, usually using exotic magnetic materials to obtain extremely high permeability and excellent high frequency performance (from 50kHz to over 1MHz). An astonishing range of different formulations is available for different applications. Permeability is from about 500 up to 9,000 or more.
Technically, powdered iron and ferrites are both classified as soft (see below) ferrites, but they have very different characteristics, even within the same "family". They are generally unsuitable for low frequency operation, except at low levels. Ferrites are often used as signal transformers (such as isolation transformers for telecommunications or other small signal applications), where the high permeability makes them an ideal choice for small size and high inductance.

Core materials are generally classified as "soft" - this has nothing to do with their physical properties (they are all hard to very hard), but is a reference to their ability to retain magnetism (remanence). Hard magnetic materials are used for magnets, and they have a very high remanence, which is to say they retain a very large proportion of the original magnetic field that was induced into them during manufacture.

All switchmode power supplies use ferrite transformers, since conventional laminations cannot be made thin enough to prevent huge losses in the core.

Many limitations exist in any core material. For low frequency power applications, grain-oriented silicon steel (about 4% silicon) is by far the most common, as it has a very high flux density before saturation. Almost all other materials are inferior in this respect, one of the main reasons this material is still so common.


Toroidal

E-I

Split Bobbin E-IPlug-PackConventional E-I

A small sample of some transformers is shown above (not to scale). The toroidal and E-I transformers are the same power rating, and a small selection of little transformers and a plug-pack (wall transformer, wall-wart, etc) are shown as well.