Callum Middleton
Senior Analyst
Omdia
Callum graduated with a doctorate from the University of Bristol in 2018, specializing in materials science and the physics of semiconductor devices. Upon graduation, Callum worked in the defense industry and for a research organization developing the next generation of compound semiconductor systems. This work focused on high-performance modules and packages across RF, photonics, and power electronics, with a primary focus on power modules for automotive and energy applications. Callum brings his expertise in compound semiconductors and packaging and his passion for new technology to the power electronics service at Omdia, which he joined in July 2022.
Presentations
How AI will Drive Growth in Power Semiconductors, from the (Data) Center to the Edge
The potential energy demands of AI data centers has been a constant source of headlines. This presentation will go beyond those headlines to take a data driven look at how this will drive demand for power semiconductors. We will utilise data and insights from Omdia's dedicated data center team to build a market forecast. It is often thought that compound semiconductors have a great opportunity in this space, but how realistic is that? And what penetration rates will be required to drive real, sustainable, revenue growth?
How the Evolving EV Landscape Impacts Growth Prospects for Different Power Semiconductor Technologies
Power semiconductors have many positive growth factors behind them but one thing has become clear in recent years - the EV sector will be the central pillar around which the industry will be built. In 2021 xEV powertrains contributed 8.6% of all power discrete and module revenue. In 2023 this reached 21.9% and by 2028 it will near approach one-third (32.7%). Which device types will benefit? Will modules continue to be preferred over discretes? And how will OEM behaviour influence supply chains?