Power Electronics

Bad strategy rather than tactics, such as misjudged new models, will kill several major automotive companies. They face a perfect storm of peak car, totally new technology, totally new markets and recession.

Printed, Flexible and Organic Electronics is a market worth $31.6 Billion in 2018, according to IDTechEx Research. The majority of that is for OLED displays, with glass-based versions now entering their golden age and foldable OLEDs and printed OLEDs now entering a phase of commercial growth. Then there is the near $2 Billion market for conductive ink used in many diverse applications and the $3.6 Billion market for sensors, mainly comprising of biosensors so far.

It is a rule-of-thumb that manufacturers should vertically integrate only when products and markets mature, so they can confidently shave off the last pennies of cost. One exception is when shortages loom: Tesla built its battery gigafactory fast using proven Panasonic technology. However, many suppliers now build battery gigafactories.

The on-road electric vehicle industry knows it is headed for a vicious fight to the death as the biggest category, private cars, collapses due to people moving to cities and nothing compensates for saturation of the Chinese electric bus market. In contrast, off-road EVs will be prosperous growth markets.

The unique new IDTechEx report, "Zero Emission Transportable Gensets 2019-2039" reveals that orders are being taken for a new type of electricity generation. It will be the mobile phone of the power industry because it will be remarkably versatile and used far more widely than anything that went before.

Automotive and aerospace manufacturers are increasingly turning to fiber lasers to resolve their manufacturing challenges.

Diabetes is unrivaled amongst modern health issues. The World Health Organisation reports that there are 422 million adults living with diabetes in 2017, and the number is expected to rise to 640 million by 2040.

As society and equipment become more mobile and remote from grids, diesel and gas gensets will be bought in larger numbers for a few years yet - possibly peaking at around $30 billion global market size when over 600GW will be deployed. The Zero Genset market will rise to at least $100 billion if it replaces significant grid power.

In this article IDTechEx gives a short overview of the topic of wide bandgap semiconductors covering the fundamental material science, the key players, the market potential. The impact on a range of applications will also be discussed, with a focus on renewable energy systems and microgrids.

IDTechEx attended the event last week to meet with key stakeholders including industrial OEMs, power module manufacturers, established semiconductor companies and innovative new GaN (gallium nitride) and SiC (silicon carbide) developers to report back on the current and future trends. The following article is the second of two parts and provides a summary of some of the key GaN related developments and at the event and their impact on various industries and applications.