PRESENTATION

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?

Callum Middleton

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.