Electronics
Client: investment firm
Executive Summary This case study examines Infineon Technologies from the perspective of its customers, focusing on the commoditization of power semiconductors, the company’s success in automotive microcontrollers (MCUs), and the competitive landscape, particularly regarding threats from Chinese companies. Infineon’s strategies, particularly following its acquisition of Cypress Semiconductor in 2020, have positioned it as a strong […]
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Client: investment management firm
Executive Summary This case study examines Wolfspeed, a leading supplier of Silicon Carbide (SiC) semiconductors, from the perspective of its customers. It focuses on the market for SiC, current industry demand, supply dynamics, and the competitive landscape, including competition from Chinese firms. Understanding these factors is essential for customers seeking to leverage SiC technology in […]
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Client: automotive component manufacturer
This case study analyzes the requirements for power electronics components—specifically inverters, onboard chargers, and DC-DC converters—in the context of electric and hybrid vehicles (xEVs). It explores integration trends, failure rates of onboard chargers, policies on in-house manufacturing and procurement, selection criteria for suppliers, and evaluates major suppliers in the market. Integration Trends of Power Electronics […]
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Client: services firm working on behalf of a battery/solar system provider.
Executive Summary This case study examines the role of solar installers, particularly technicians with experience in solar and electrification marketplaces. It explores their operational practices, challenges, market dynamics, and the evolving landscape of solar installations in conjunction with electrification technologies. Overview of Solar Installers in Electrification Marketplaces Solar installers play a crucial role in the […]
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Client: professional services firm
Executive Summary This case study investigates the recent evolution of Original Equipment Manufacturers (OEMs) in their plans and volume projections for electric vehicle (EV) programs. It examines how these plans have changed over the past six months, the sourcing decisions and processes for critical EV components such as e-motors and power electronics, and the associated […]
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Client: investment management firm
Executive Summary This case study provides an overview of lead-acid battery production within the context of electric vehicle (EV) manufacturers. It examines the production processes, procurement strategies, and the role of lead-acid batteries in the evolving landscape of EV technology, particularly as manufacturers transition to more advanced battery technologies. Overview of EV Battery Production Battery […]
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Client: project team at a professional services firm
Case Study: Automotive Circularity Initiatives Executive Summary This case study explores the automotive circularity initiatives of a leading automobile manufacturer, focusing on their recycling strategies, internal targets and metrics, and operational and commercial partnerships. By examining these aspects, we highlight how the company is advancing its sustainability goals and contributing to a circular economy within […]
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