IDTechEx‘s latest report “Semiconductors for Autonomous and Electric Vehicles 2023-2033” finds that the approaching mass adoption of electrical vehicles will drive a 10-year CAGR of 20.9% in semiconductors used for electric powertrains. Together with the rise of more autonomous vehicles, it will drive the general automotive semiconductor market to a CAGR of 9.4% over the following decade.
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Silicon demand for battery management systems in electric vehicles. Source: IDTechEx
It isn’t any secret that electric vehicles are the longer term, with growing pressure to decarbonize felt strongly within the automotive industry. That is reflected in recent electric vehicle sales figures, which, since around 2020, have seen exponential year-on-year growth indicating a transition from an earlier adopter technology to a mainstream one. Because of this, IDTechEx predicts a 15% CAGR within the battery electric vehicle market over the following decade.
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Semiconductor Components In Electric Vehicles
Semiconductor technologies have grow to be engrained in internal combustion engine vehicles, with microcontrollers (MCUs) coordinating the mechanical, explosive ballet in a way that returns essentially the most miles from each drop of fuel.
Nevertheless, managing the flow of electricity to and from the battery in an electrical vehicle requires significantly more semiconductor administration in the shape of power electronics. Silicon (Si) and silicon carbide (SiC) devices used for onboard chargers, inverters and dc-dc converters play a key role within the operation of electrical vehicles and make up a big proportion of the semiconductor value within the vehicle.
Big power electronics components just like the inverter make up a substantial chunk of the worth that goes into constructing an electrical vehicle. But IDTechEx’s “Semiconductors for Autonomous and Electric Vehicles 2023-2033” report goes right down to the extent of individual chips and wafers.
From this angle, the battery management system (BMS) becomes a surprisingly large contributor to silicon demand in electric vehicles.
Throughout the battery management system, there are two major forms of chips, one master controller making the massive decision and a lot of battery monitoring and balancing integrated circuits (BMB ICs), which take care of groups of cells.
These BMB ICs collect information from voltmeters, thermometers and other sensors within the pack and send that information to the major controller, which might act accordingly, like turning the cooler on if the battery is simply too warm.
The difficulty is that these cells typically take care of 10-20 cells each, and people accustomed to electric cars will know that some can have hundreds of cells: the result’s a lot of BMB ICs throughout the pack.
IDTechEx’s research finds that, although power electronics are such a hefty set of components, the battery management system makes up roughly one-third of the silicon demand used to make electric powertrains.
Nothing ever stands still within the rapidly evolving world of semiconductor technologies and the BMS just isn’t immune from semiconductor trends either. As stated above, BMB ICs are able to monitoring between ten and 20 cells inside the pack, but this number is growing.
This is probably going because of the gradual move to more advanced silicon processes giving more powerful and more capable chips. The effect of this can be a reduction in chips required throughout the battery pack. That is compounded by trends towards fewer cells per vehicle, enabled by growing cell capacities.
Electrification, in addition to automation, are epoch-defining transitions for the automotive industry and convey with them latest and quickly developing semiconductor markets.
Although this text is especially concerned with the battery management system, “Semiconductors for Autonomous and Electric Vehicles 2023-2033” gives a holistic and comprehensive coverage of semiconductors throughout the automotive, including ADAS, autonomy, LiDAR, radar, cameras, 4G connectivity, 5G connectivity, electric powertrains, MCUs, SOCs and more.
IDTechEx may help businesses understand all the latest technologies coming to vehicles, the technologies on the horizon, and the way the evolving automotive industry goes to affect semiconductor markets. For more information, including downloadable sample pages, please visit www.IDTechEx.com/AutoSemi.
Semiconductor components present in autonomous electric vehicles. Source: IDTechEx
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