American Lithium Energy (ALE)’s Post

Incredible news from onsemi as they announce a plan to invest $2bn in a site for end-to-end of product of SiC products in Czechia. onsemi has been one of the big winners of the SiC boom, quadrupling its SiC revenue in 2023, securing second position in the market share rankings, and closing in quickly on ST. There has been significant investment in SiC facilities, raising concerns about potential over-capacity in the near future. However, we forecast that by 2028, xEV applications will account for nearly a third of the total power discrete and module market, indicating substantial demand. Additionally, the auto OEMs and Tier 1 suppliers we consult emphasize that ramping up new 8-inch facilities to produce automotive-qualified parts is challenging, suggesting that the over-capacity issue may not be as severe as anticipated.

Only 8 % of hightech battery cell line equipment are supplied from European manufacturers*. The fresh project annulation of Gigafactories by Svolt, ACC and BYD (extension) in German hurt Chinese equipment suppliers most. Does this consolidation give the European suppliers time to catch up? Or will they be dead or lose interest before it gets interesting?   European providers of production technology would need a 50% annual growth*  in order to capture a more influential 25% market share by 2030 of the 300bio market size?.  What risks, chances and challenges do European suppliers face?  Lets look at the risks first, they are plenty.  * according to a study by Porsche Consulting in collaboration with VDMA

#FEVpropulsion #FeelEVolution Discover the cutting-edge realm of fuel cell development with the intriguing post from FEV North America, Inc. Dive into the future of clean energy innovation! Ashraf Emran | Kiran Mulukutla | Niraj Shah | Amitabh Gautam #automotive #fev #propulsion #india #capabilities #technology #FuelCell #Simulation #CleanEnergy #simulation

The battery cell component opportunity in Europe and North America: Momentum for the battery cell component market is building rapidly in Europe and North America. To capitalize on this opportunity, suppliers will need to tackle several challenges head-on. http://dlvr.it/T5hQGt

In 2023, original equipment manufacturers used M&A to move upstream and secure access to the battery value chain. Industry transformation is changing the role of OEMs, and M&A remains a relevant tool as direct sales models emerge.

In 2023, original equipment manufacturers used M&A to move upstream and secure access to the battery value chain. Industry transformation is changing the role of OEMs, and M&A remains a relevant tool as direct sales models emerge.

In 2023, original equipment manufacturers used M&A to move upstream and secure access to the battery value chain. Industry transformation is changing the role of OEMs, and M&A remains a relevant tool as direct sales models emerge.

If you are not sure yet about the impact of the new EU Battery Directive join our webinar. #eMobility #TÜVRheinland

As the demand for battery electric vehicles continues to rise, the battery cell component market is set to grow by 19% annually until 2030, reaching over $250 billion. #McKinsey's latest article explores the opportunities and challenges in Europe and North America, highlighting the need for local supply to meet demand. Discover how companies can seize this opportunity, overcome market entry hurdles, and contribute to a sustainable future. #sustainability #EVs #batteryindustry