Can the automotive industry scale fast enough?




The automotive sector is on the cusp of changes not seen since the Model T Ford rolled off the production line in the early 1900s, as new regulations, technologies, and consumer preferences transform its products and business models. Both traditional OEMs and new start-ups are spending more to address these trends: since 2010, intrigued investors have funneled $280 billion into innovative automotive hardware and software solutions. Almost half of this investment, about $115 billion to $120 billion, has gone to electric vehicles (EVs).

Capital markets have rewarded this influx. With a weighted average total shareholder returns (TSR) of 79 percent from March 2020 through January 2022, traditional OEMs and component suppliers outperformed companies in many other thriving sectors, including high tech and chemicals. The results were even more impressive for the relatively new kids on the block, such as NIO, Tesla, and other EV start-ups, whose weighted average TSR of 278 percent topped the list.

The industry has typically relied on sales of traditional vehicles with internal-combustion engines (ICE) for much of its growth. But overall vehicle sales are projected to increase at a modest 2 percent CAGR through 2025 and might even decline over the balance of the decade. But the industry’s TSR remains high because of optimism about increasing revenue from other sources, including those related to new technologies and services. EVs, which now represent a small portion of vehicles sold, are at a tipping point and are responsible for much of the enthusiasm within capital markets. In the second half of 2020, sales and penetration of passenger EVs accelerated in major markets despite the economic crisis caused by the COVID-19 pandemic. McKinsey projects that worldwide demand for EVs will grow sixfold from 2021 through 2030, with annual unit sales going from 6.5 million to roughly 40 million over that period.

These optimistic projections for EVs come with some big caveats, however. While consumer demand appears clear, the automotive ecosystem must quickly address three major constraints before EV production and sales can gain scale:

  • difficulties sourcing enough raw materials, including lithium, nickel, and cobalt, used in batteries
  • an insufficient number of gigafactories that produce batteries, as well as low productivity within existing facilities
  • a public charging infrastructure that must be built up to keep pace with the number of EVs on the road

Although some large companies may attempt to increase their access to raw materials, most automotive companies currently lack this option. What the industry can tackle, however, are issues related to gigafactories and the charging infrastructure. Taking quick action will be key to extending the momentum in EVs and may even help to accelerate adoption of autonomous vehicles (AVs), through which OEMs will find even more opportunities in services and life cycle revenues from such things as over-the-air software updates, mapping services, and in-vehicle entertainment.

EV motors get their energy from batteries

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Electricity Integrations Launches SCALE EV: Automotive-Competent IGBT/SiC Module Driver Family Targets Bus, Truck and Con-Ag EVs

NUREMBERG, Germany–(Small business WIRE)–PCIM Europe Electricity Integrations (NASDAQ: POWI), the chief in gate driver technology for medium- and substantial-voltage inverter purposes, these days announced the SCALETM EV household of gate-driver boards for Infineon EconoDUALTM modules. Suitable for primary, clone and new SiC variants, the driver targets high-power automotive and traction inverters for EV, hybrid and fuel-cell automobiles which include buses and trucks as properly as development, mining and agricultural machines.

SCALE EV board-amount gate motorists include two strengthened gate-travel channels, affiliated ability supplies and checking telemetry. The new boards are automotive-certified and ASIL B certified, enabling implementation of ASIL C traction inverter styles. The 1st SCALE EV relatives member to be released is the 2SP0215F2Q0C, built for the EconoDUAL 900 A 1200-volt IGBT half-bridge module.

Peter Vaughan, director of automotive organization growth at Electricity Integrations, reported: “Gate-driver style and design is significant to the two the general performance and reliability of electric motor vehicles. By providing a item wherever the growth, tests and qualification in addition ASIL certification have currently been carried out, we are radically decreasing advancement time and price.”

The superior amount of integration presented by modern new driver ICs allows the full driver board, like gate electric power, to in shape on to the define of the power module, though still providing the spacing important for reinforced isolation in accordance to the IEC 60664 conventional. The ASIC deal offers 11.4 mm of creepage and clearance, precisely built to meet the necessities for 800‑volt motor vehicle technique voltages. Input and output traces to the system microcontroller are related by means of two independent on-board connectors to meet functional basic safety necessities. A single 5 V provide per channel is essential, with other isolated voltages becoming created on the board itself.

The SCALE EV gate-driver family is rated at 1200 V for 400-volt and 800-volt techniques and supports equally silicon carbide (SiC) MOSFETs and silicon IGBTs. The design and style carries a 5500-meter altitude ranking and is optionally readily available with conformal coating for specialized cleanliness specifications. The design and style contains a huge assortment of safety provisions, together with active shorter-circuit, energetic discharge of related DC-backlink capacitor, overvoltage limitation by using energetic gate regulate, diagnostic purpose this kind of as gate checking, signal transmission checking and on-chip temperature monitoring, and brief-circuit and in excess of-latest response of much less than one microsecond for SiC MOSFETs and significantly less than a few microseconds for IGBTs.

Availability & Methods

Assist elements for SCALE EV include the info sheet, pressFIT device CAD structure, the RDHP-2250Q adaptor breakout board and Computer system-primarily based software. Ability Integrations offers style companies to tune switching functionality for specific IGBT or SiC die, and to customize the format for novel module form-variables. Samples of the 2SP02152FQ are readily available now, with entire manufacturing launch in the fourth quarter of 2022. Pricing starts at $200 every single for 100-piece quantities.

For further more facts, make contact with a Electricity Integrations

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