Search results for: “electronic electronics”
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Bill of materials: electronic devices and data-centers?
Electronic devices are changing the world, from portable electronics to AI data centers. Hence what materials are used in electronic devices, as percentage of mass, and in kg/kW terms? This data-file tabualates the bill of materials, for different devices, across different studies.
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Power electronics: market size in energy transition?
We describe c15 problems incurred by industrial and commercial power consumers. Many will require additional investment as renewables replace the large rotating generators of traditional power grids. Hence we see the market for commercial and industrial power electronics trebling from $360bn pa in 2021 to $1trn pa by 2035.
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Shoals: solar-electronic breakthrough?
Shoals Technologies Group manufactures electrical balance of system solutions for solar energy projects, focused on promoting reliability, safety and ease of installation. Electrical installation costs can be lowered 40%. Our patent review finds a technology moat on 35% EBITDA margins.
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SolarEdge: solar-electronics breakthrough?
SolarEdge specializes in the power-electronics needed to use solar energy in practical power systems. Our patent review finds a good, but broad array of incremental improvements. They suggest a vast future market in solar-battery energy systems.
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Power grids: opportunities in the energy transition?
Power grids move electricity from the point of generation to the point of use, while aiming to maximize the power quality, minimize costs and minimize losses. Broadly defined, global power grids and power electronics investment must step up 5x in the energy transition, from a $750bn pa market to over $3.5trn pa. But this theme…
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Eaton: breakdown of revenues by product category?
Eaton is a power-electronics super-giant, listed in the US, employing 86,000 people, generating $20bn per year of revenues. We have aimed to guess how $20bn pa of net sales is distributed across 200 different product categories. 75% is exposed to power-electronics, with tailwinds in the energy transition.
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Solar inverters: companies, products and costs?
This data-file tracks some of the leading solar inverter companies and inverter costs, efficiency and power electronic properties. As China now supplies 85% of all global inverters, at 30-50% lower $/W pricing than Western companies, a key question explored in the data-file is around price versus quality.
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Vehicles: energy transition conclusions?
Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.
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Wind turbine generators: DFIGs or Rare Earth magnets?
Wind turbines can use doubly fed induction generators (DFIGs) or permanent magnet synchronous generators (PMSGs) based around Rare Earth metals. This data-file captures the trends in DFIGs vs PMSGs over time by tabulating 40 examples, as turbines have grown larger, and different wind turbine manufacturers have adopted different strategies.
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MOSFETs: energy use and power loss calculator?
MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.
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