Electric vehicles

Innovation roadmap for IDTechEx's software-defined vehicle levels.

L-Charge is an American company developing containerized, off-grid charging systems with potential applications in construction and mining. IDTechEx spoke to L-Charge at the London EV Show 2023.

Innovation roadmap for the total cost of ownership (TCO) considerations for zero emissions trucks.

The vast majority of new trucks produced today are powered by diesel engines, but this is expected to change, as with other on-road vehicle sectors. The magnitude of greenhouse gas emission reductions required to reach national targets necessitates a total decarbonization of the truck business over the next 30 years. This will only be possible if zero-emission powertrains are widely deployed.

This premium article discusses the key aspects of the US CHIPS Act and highlights which companies are likely to benefit the most. It also explains what impact the CHIPS Act is likely to have on the supply of semiconductor components into the automotive industry. Although automotive accounts for a relatively small part of total semiconductor demand, COVID-19 showed how sensitive the industry is to supply shortages.

Caterpillar is the largest manufacturer of construction equipment. The profile provides a deep dive into the electrification of its product portfolio and gives a critical analysis of its progress thus far. It summarises the information that IDTechEx has learned from seeing Caterpillar at conferences, conversations with industry representatives, and deep background research.

Flytrex is one of the leading companies in autonomous drone delivery. In 2022, the company reported a 765% increase in deliveries after achieving regulatory approval from the Federal Aviation Agency to begin its automated drone delivery services in the Dallas-Fort Worth area. Founded in 2013, Flytrex has made significant efforts in developing their autonomous drones for delivery services. However, as a common barrier for the drone industry, it takes Flytrex a long time before they get the green light from regulatory bodies.

Diamond Foundry has demonstrated a high power density electric vehicle inverter using diamond wafers to improve heat dissipation.

Wednesday 13 December 2023 - The current state of the zero-emission truck market; What zero-emission trucks need to deliver for commercial rollout; Key enabling technologies: batteries/motors / charging infrastructure; Battery vs fuel cell powertrains; IDTechEx's outlook for zero-emission truck deployment

The battery deservedly takes the major focus when it comes to technology development in EVs. But an EV's powertrain has to act holistically to operate with optimal performance and interact with the passenger cabin's conditioning system. This means that the thermal management of the motors, power electronics, and how this all interacts is just as important as the battery.

Forecasts taken from IDTechEx report "Copper Demand for Cars 2024-2034: Trends, Utilization, Forecasts"

IDTechEx learned more about Schaeffler's magnet free motor technology for electric vehicles.

LiuGong is an established construction equipment manufacturer. This background profile provides an overview of its current work towards electrification.

This premium article explores electric haul truck retrofitting.

In October 2021, the Chinese national government initiated a two-year pilot program to promote battery swapping. Eleven cities were selected as the first batch of pilot cities, and three of them were expected to fully focus on swap-capable truck applications. With this strong policy support, China has seen more swap-capable trucks and battery-swapping stations being deployed, with over 50% of the electric heavy-duty truck market now being swap-enabled. This premium article looks into the heavy-duty swap-capable truck market segment and provides information on sales data, models, market shares, and business models.

Historically, the aerogel market has experienced slow and steady growth. With the newly found demand for thermal insulation and fire protection in electric vehicle (EV) batteries, aerogel manufacturers are making big plans and investments in order to scale up in preparation to serve this new market.

This premium article goes through the production process of semiconductor products for the automotive industry and explains the position of key automotive players.

Tritium is a manufacturer of DC fast charging for electric vehicles (EV), founded in 2001 and based in Brisbane, Australia. This company profile will pay particular attention to Tritium's involvement in the mining industry.

This is a full company profile on Qualcomm Technologies. IDTechEx Technology Analyst James Falkiner attended IAA Mobility (also known as the Munich Motorshow) where he had a discussion with Qualcomm's Hans Christian Thiel. IDTechEx also attended a talk by Qualcomm's CEO, Cristiano Amon, where he discussed software-defined vehicles (SDV).