SiC Adoption, High-Voltage Platforms and Supply Chain Evolution in xEV Power Electronics

The electrified vehicle market has entered a new phase shaped by rapid technology innovation, cost pressures, and evolving supply chains. Power electronics is at the center of this transformation, driven by the growing adoption of silicon carbide devices, the shift toward 800 V and higher-voltage platforms, and increased integration of powertrain components. At the same time, the industry faces strategic uncertainties: the coexistence of SiC and silicon IGBTs, the future role of GaN, cost reduction challenges for mass-market EVs, and the evolving balance between global suppliers and vertically integrated OEMs.

This presentation highlights key questions shaping the xEV power electronics landscape, covering technology choices, system architectures, and supply chain dynamics. By examining these challenges, the talk aims to stimulate discussion and provide insights into the trends likely to define the next decade of electrified mobility.