Search results for: “power electronics”
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Electric vehicles: the road to cost parity?
Could electric vehicles deflate towards cost parity with ICEs in 2025-30, helping to re-accelerate EV adoption? This 13-page report contains a granular sum-of-the-parts cost breakdown for EVs vs ICEs. Then we consider battery deflation, power train deflation, small urban EVs, tax incentives, and the representativeness of low-cost Chinese EVs.
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Global vehicle sales by manufacturer?
Global vehicle sales by manufacturer are broken down in this screen. 20 companies produce 85% of the world’s vehicles, led by Toyota, VW, Stellantis, GM and Ford. The data-file contains key numbers and notes on each company, including each company’s sales of BEVs, PHEVs, general EV strategy, and how it has been evolving in 2024.
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Lithium ion battery volumes by chemistry and use?
The lithium ion battery market reached 900GWH in 2023, representing 7x growth in the past half-decade since 2018, and 20x growth in the past decade since 2013. Volumes treble again by 2030. This data-file breaks down global ithium ion battery volumes by chemistry and be end use. A remarkable shift to LFP is underway, and…
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Groq: AI inference breakthrough?
Groq has developed LPUs for AI inference, which are up to 10x faster and 80-90% more energy efficient than today’s GPUs. This 8-page Groq technology review assesses its patent moat, LPU costs, implications for our AI energy models, and whether Groq could ever dethrone NVIDIA’s GPUs?
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Grid-forming inverters: islands in the sun?
The grid-forming inverter market may soon inflect from $1bn to $15-20bn pa, to underpin most grid-scale batteries, and 20-40% of incremental solar and wind. This 11-page report finds that grid-forming inverters cost c$100/kW more than grid-following inverters, which is inflationary, but integrate more renewables, raise resiliency and efficiency?
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LNG plant compressors: chilling goes electric?
Electric motors were selected, in lieu of industry-standard gas turbines, to power the main refrigeration compressors at three of the four new LNG projects that took FID in 2024. Hence is a major change underway in the LNG industry? This 13-page report covers the costs of e-LNG, advantages and challanges, and who benfits from shifting…
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Overview of lasers: by type, market size and efficiency?
The global laser market is worth $20bn pa, of which half comprises diode lasers mainly used for fiber-optic communications and around 30% is fiber lasers mainly used for cutting, welding and heat-treating materials. These two laser types dominate because of their high, 30-80% efficiencies. This data-file is a brief overview of lasers.
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Photons vs electrons: laser quest?
Some commentators say the 21st century will be the ‘age of the electron’. But in computing/communications, the photon has long been displacing the electron. This 17-page note gives an overview. It matters as moving data is 50-90% of data center energy use. We contrast fiber vs copper; and explore AI power, optical computing, and a…
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Australia energy supply-demand model?
Australia’s useful energy consumption rises from 820TWH pa in 2023, by 1.2% pa 1,100 TWH pa in 2050. As a world-leader in renewables, it makes for an interesting case study. This Australia energy supply-demand model is disaggreated across 215 line items, broken down by source, by use, from 1990 to 2023, and with our forecasts…
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Computer memory: aide memoire?
Three types of computer memory dominate modern information processing: Flash, DRAM and SRAM. This 5-page note simply covers each one, how it works, what it costs, advantages, disadvantages, market sizes and leading companies. AI likely boosts all three, but can more SRAM unlock big efficiency gains?
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