Webcasts
ANALYST THURSDAY 2024 : What is expected in the era of global BEV slowdown?
Various hybrid technologies are overtaking BEVs in growth, further demonstrating there is no way back to pure ICE. This new electrification trend is accompanied by changes in technologies and supply chains, with new opportunities to be revealed in the discussion.
While growth in BEVs is slowing globally, some technological advances are quickly reshaping the industry and the supply chain. Hybrid technologies, including PHEV, REEV, and HEV, are picking up growth momentum in various major markets, which pushes the need for Si-based devices and dedicated solutions. Sub-systems in the electric powertrain are transitioning to e-axle-based powertrains and domain controllers, which can be best demonstrated with Yole’s teardown of BYD’s 8-in-1 system for cost and size reduction. The increasing implementation of SiC is another big trend in BEV. Critical features of SiC MOSFET module packaging are explained, as revealed in Yole’s comparative study of modules from leading players, Infineon and Semikron-Danfoss. Equally important, the SiC supply chain is rapidly evolving, revolutionizing application adoption (from high-end parts to all SiC systems) and restructuring the supply chain roles (both OEMs and Tier-1 suppliers moving upstream).
This webinar will highlight:
- Global xEV market overview: global BEV slowdown and fast-growing hybrids in various markets
- Decoding the highly integrated e-powertrain: what is inside the BYD 8-in-1, and what is the effect on cost
- Comparison study of automotive power modules from leading companies Infineon and Semikron-Danfoss,
- Increasing adoption of SiC: from high-end parts to all-SiC vehicles
- OEMs’ strategies in SiC: multi-sourcing, LTSA, direct investment, etc.
Although the major EV markets are experiencing slow growth of BEVs, we are seeing a new wave powered by the 800V adoption, >3C fast charging batteries, and high-power DC chargers. Power electronics, especially SiC, are one of the key drivers.
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Discover Yole Group’s Automotive Teardown Tracks’ articles:
Wilfried Theron
Director, Systems Teardown
Wilfried Theron holds the position of Director, Systems Teardown at Yole Group, where he oversees the global development of teardown activities.
With over 25 years of experience in modeling the manufacturing costs of electronics systems and components, Wilfried leads a dedicated team focused on the analysis and production of teardowns.
His responsibilities extend to managing specific custom projects and refining the methodologies employed in teardown and costing analysis at Yole Group.
Specializing in automotive systems such as ADAS, Electrification, Telematics, and Infotainment, Wilfried's expertise also encompasses consumer systems like smartphones, headsets, and smartwatches. He is adept at identifying and selecting electronic systems for analysis.
Before joining Yole Group, Wilfried co-founded System Plus Consulting in 2005, which later became part of Yole Group. He holds a master's degree in Microelectronics from the University of Nantes, France.
Amine Allouche
Senior Technology & Cost Analyst, Power Electronics and Compound Semiconductors
Amine Allouche is Senior Technology & Cost Analyst, Power Electronics and Compound Semiconductors at Yole Group.
With solid expertise in the field of compound semiconductors and power electronics, Amine produces reverse engineering & costing analyses while also working on custom projects. He collaborates closely with the laboratory team, and together they define the objectives of the analyses and determine the methodologies necessary to reveal the structure of a device and all materials required for its development and production. Amine's aim is to determine the technology choices made by the leading companies.
In addition, Amine runs a daily technology watch to identify innovative devices used in electrification, power electronics, and related manufacturing processes. His objective is to gain a comprehensive understanding of the evolution of technologies and to identify the technological strategies of the leading players in this field.
Amine attends numerous international trade shows & conferences where he meets companies and discovers the latest innovations. He also presents key results of his studies during webcasts.
Amine holds a master’s degree in Micro & Nanotechnologies with a focus on integrated systems from Grenoble’s Polytechnic Institute (France). He also graduated from the Ecole Polytechnique Fédérale de Lausanne (EPFL) (Lausanne, Switzerland) and the Politecnico di Torino (Italy).
Yu Yang, PhD
Principal Lead Analyst, Automotives & Robotics
Yu Yang, PhD is Principal Lead Analyst, Automotives & Robotics at Yole Group.
Based in Belgium, he is engaged in the development of technology and market products, dedicated to mobility electrification, and especially automotive industry. Yu is deeply engaged in coordinating all studies and activities within the automotive industry.
Prior to Yole Group, Yu worked as a business development partner and R&D project leader at Punch Powertrain N.V. (Belgium), R&D project manager at Bekaert N.V. (Belgium), and doctorate researcher at IMEC (Belgium).
Yu Yang holds a PhD in materials engineering from Leuven University (Katholieke Universiteit Leuven) in Belgium and a master’s in electrical engineering from Tsinghua University (China).
Poshun Chiu
Principal Analyst, Compound Semiconductor
Poshun Chiu is Principal Analyst, Compound Semiconductor at Yole Group.
Poshun is engaged in the development of technology and market products and is involved in custom projects.
Before joining Yole Group, Poshun had 9 years’ experience in R&D and product management at Epistar (TW & CHN). He is the author or co-author of more than 10 patents in solid-state-lighting. Poshun was also engaged in the development and evaluation of novel applications of process technology and components based on relevant semiconductor material systems.
Poshun received an MSc degree in microelectronics from National Cheng Kung University (TW) and an MBA from IESEG School of Management (FR).