Market and Technology Trends

Power Electronics for e-mobility 2022 - Focus on Medium and Heavy-Duty Commercial Vehicles

By Yole Intelligence — Nov 2022

Medium and heavy-duty (M&HD) vehicle electrification is taking off, benefiting greatly from the synergies with light-duty vehicles. The M&HD commercial electric vehicle market will grow with a CAGR21-27 of 34.1%, pushing SiC adoption with a CAGR21-27 of 90.1%.

Medium and heavy-duty (M&HD) vehicle electrification is taking off, with 34.1% CAGR between 21-27.

M&HD vehicles are close to adopting electrification widely. This segment will grow from 75,000 vehicles sold in 2021 to 436,000 in 2027, a compound annual growth rate for this period (CAGR21-27) of 34.1%. The main growth comes from battery electric vehicles (BEVs), just as happened in Light Duty (LD) vehicles, including passenger vehicles and light duty commercial vehicles, but 6-8 years later.

M&HD commercial vehicles should benefit from electrification synergy with LD vehicles.

Leading M&HD commercial vehicle manufacturers find good synergies between buses and trucks.

Tier-1 part suppliers find more synergy with the LD vehicle segment. Some suppliers have businesses in both LD and M&HD vehicles, while there are specific suppliers for power converters.

For Tier-2 component suppliers, at least semiconductor suppliers, there is no distinction between LD or M&HD vehicles. Both segments increasingly require automotive standard devices, configured at sub-system level to meet specific requirements. On one hand, M&HD vehicles can benefit from the rapid development driven by LD vehicles. On the other hand, since the total volume is much smaller, it is more challenging to secure supplies.

Although less vertical integration is seen in M&HD, several vehicle makers are manufacturing their own inverters and motors, at least. Uniquely in China, some inverter suppliers exist specifically for M&HD vehicles.

New technologies, such as SiC MOSFETs, high voltage system integration, dedicated BEV platforms, etc. are penetrating to M&HD.

BEVs and Fuel Cell Electric Vehicles (FCEVs) will be the main technologies for M&HD commercial vehicles, which also find synergy as FCEVs mostly use an electric powertrain of battery, inverter and motor.

New technologies, such as SiC Metal Oxide Semiconductor Field Effect Transistors (MOSFETs), high voltage system integration, and dedicated BEV platforms are penetrating from LD to M&HD. However, implementing these concepts must be tailored to M&HD requirements, such as high continuous power, high torque, axles, complex gearboxes, high utilization and high reliability.

From IAA Transportation to tomorrow's electric trucks & buses - Yole Group : https://www.youtube.com/watch?v=QqSOeho8PLU

Key Features

Market forecast: Global M&HD commercial vehicle market (2021-2027)
Market forecast: Global electrified medium & heavy duty truck market (2021-2027)
Market forecast: Global electrified bus & coach market (2021-2027)
Market forecast: Converter market for electrified M&HD vehicles (2021-2027)
Market forecast: Power device market for electrified M&HD vehicles (2021-2027)
Market forecast: Comparison of SiC penetration in LD and M&HD vehicles (2021-2027)
Market forecast: Si wafer market for electrified M&HD vehicles (2021-2027)
Market forecast: SiC wafer market for electrified M&HD vehicles (2021-2027)
Status of M&HD vehicle electrification
Regulations on commercial vehicle electrification
M&HD vehicle retrofitting for electrification
Supply chain analysis: Global M&HD BEV truck & bus OEMs
Supply chain analysis: Global M&HD commercial vehicle OEMs
Supply chain analysis: Start-ups on M&HD electrification (BEV & FCEV)
Supply chain analysis: Converter suppliers of electric systems for M&HD vehicles
Supply chain analysis: Power device suppliers for electrified vehicles
Supply chain analysis: Local players in the whole supply chain in China
Technology trends: Technical requirements for M&HD vehicle electrification
Technology trends: Converters for M&HD vehicles
Technology trends: Integration of drivetrain in M&HD vehicles
Technology trends: Power electronics for M&HD vehicles
Technology trends: Power module packaging
Technology trends: Skateboard’ chassis for M&HD vehicles
Technology trends: Energy replenishment choices for M&HD vehicles
Technology trends: Alternative technologies for M&HD vehicles
Technology trends: Batteries for M&HD vehicles

Product objectives

To provide an in-depth understanding of the changing automotive industry ecosystem and supply chain.
- What are the current and future internal and external factors that will have a durable effect on the medium and heavy duty (M&HD) vehicle industry?
- Who are the players and why are new semiconductor players entering the M&HD vehicle market?
- Who are the key suppliers to watch?
To provide a complete overview of the current technological trends and a 2021-2027 forecast in value, units, and wafers for M&HD vehicles. This includes:
- Type of electrification
- Type of power semiconductor used
To provide key technical insights and analyses on future technology trends and challenges:
- Key technology choices
- Technology dynamics
- Semiconductor content in M&HD vehicles

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Power Electronics for e-mobility 2022 - Focus on Medium and Heavy-Duty Commercial Vehicles

Medium and heavy-duty (M&HD) vehicle electrification is taking off, benefiting greatly from the synergies with light-duty vehicles. The M&HD commercial electric vehicle market will grow with a CAGR21-27 of 34.1%, pushing SiC adoption with a CAGR21-27 of 90.1%.

Medium and heavy-duty (M&HD) vehicle electrification is taking off, with 34.1% CAGR between 21-27.

M&HD commercial vehicles should benefit from electrification synergy with LD vehicles.

New technologies, such as SiC MOSFETs, high voltage system integration, dedicated BEV platforms, etc. are penetrating to M&HD.