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To: Lou Weed who wrote (9901)11/16/2018 8:20:12 AM
From: slacker711
   of 10608
FWIW, this is the one mention I see on the thread.

SiC is an automatic f the battery is of sufficient size on an EV.

Message 31583375

Also, China's electric car maker BYD shows keen interest in developing SiC power devices, and international IDMs are proceeding with fast deployments in high-performance SiC power devices needed for new-energy cars now under development by major auto brands in the US, Europe and Japan, the sources indicated.

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To: slacker711 who wrote (9902)11/16/2018 8:51:37 AM
From: Lou Weed
   of 10608
Thanks Slacker - that's gotta be the article I was referring to. Nice find....


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From: slacker71111/16/2018 10:30:54 AM
   of 10608
VW board backs plan to storm the market with millions of electric cars
Confirms Ford talks, 3-plant plan for EVs — and clears up a big error

Nov 16th 2018 at 9:40AM

FRANKFURT, Germany — Volkswagen says it will invest $50 billion in developing autonomous and electric cars and expand the appeal of battery-powered cars by selling its upcoming I.D. compact for about what a diesel-powered Golf costs.

Chairman Hans Dieter Poetsch told a news conference Friday that the company's plans for the next five years aim to make Volkswagen "a worldwide supplier of sustainable mobility."

Poetsch says the company is in talks with Ford about possible cooperation in making light commercial vehicles.

Volkswagen is converting three of its German plants from internal combustion to battery car production as it pivots away from diesel vehicles in the wake of its emissions scandal. It says it will increase the number of electric models from six now to more than 50 by 2025.

Volkswagen could build up to 15 million electric cars over several years on its new electric vehicle production platform, the company said — adding that its Chief Executive Herbert Diess had misspoken in an interview on Monday.

Automotive News on Monday quoted Diess as saying that VW could build 50 million electric vehicles globally across its brands, beginning in 2020, and had battery sourcing agreements for them.

A VW spokesman on Friday said that the figure, which referred to a theoretical long-term goal for the MEB electric car manufacturing platform, was overstated.

"Diess meant to say 15 million, not 50 million cars," the spokesman said.

VW's supervisory board voted Friday on the multi-billion-dollar EV investment plan, including steps to retool three German plants to mass produce electric cars and to explore alliances with battery partners and rival carmakers.

Labor unions, who control half the seats on Volkswagen's supervisory board, needed to sign off on the plan to create global production capacity for 1 million electric vehicles by 2025 amid their concerns that assembling battery driven cars will require fewer workers.

Around 436,000 industrial jobs in Germany are tied to building petrol and diesel engined vehicles.

Jobs are under threat because a combustion engined car has 1,400 components in the motor, exhaust system and transmission, while an electric car's battery and motor has only 200 components, according to analysts at ING.

Volkswagen's management this week outlined plans to labor leaders for converting car plants in Zwickau, Emden and Hannover to build electric cars, providing job guarantees to workers until 2028.

The first ID electric car is due to roll off the production line in Zwickau in 2019, as the plant ramps up to a production capacity of 330,000 electric vehicles. Zwickau currently builds the VW Golf and the Golf Estate.

Volkswagen's MEB electric vehicle platform is also being eyed by Ford as the two companies continue exploratory talks about an alliance to develop self-driving and electric vehicles and to complement each other's global production footprints.

Material from Reuters was used in this report.

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From: slacker71111/27/2018 8:00:09 AM
   of 10608
Good to know that there is some interest in private equity for a deal in lighting.

Bain Said to Explore Takeover Bid for Germany's Osram Licht
By Ruth David , Sarah Syed , and Eyk Henning
November 27, 2018, 3:28 AM CST Updated on November 27, 2018, 4:05 AM CST
Shares of Osram soar, taking market value to 3.9 billion euros
Other private equity firms are also eyeing the ex-Siemens unit

Bain Capital is exploring a takeover bid for German lighting-products manufacturer Osram Licht AG, which has a market value of almost 3.9 billion euros ($4.4 billion), according to people with knowledge of the matter.

The private equity firm is working with financial advisers in assessing the business, the people said, asking not to be identified because the deliberations are private. Other potential suitors including rival buyout firms are also eyeing the former Siemens AG unit, though the interest may not ultimately result in a deal, they said. Osram shares soared by the most in more than five years.

Representatives for Osram and Bain declined to comment.

Shares of the German manufacturer had plummeted more than 50 percent this year as a slowdown in the lighting business and dampened demand for headlights from global automakers triggered two profit warnings and a muted outlook for the next financial year. The company has signaled its interest in selling two underperforming units -- lighting fixtures and U.S. services -- as it seeks to reorganize operations and boost earnings.

Siemens exited the business a year ago, selling its remaining 17 percent stake in Osram for about 1.2 billion euros.

Osram shares climbed as much as 19.6 percent -- the most since July 2013 -- before trading up 18 percent to 39.82 euros as of 10:56 a.m. in Frankfurt trading.

— With assistance by Dinesh Nair

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To: slacker711 who wrote (9905)11/27/2018 9:18:20 PM
From: Lou Weed
   of 10608
A good harbinger for what CREE's share price might do if they can off-load their Lighting division :-)


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From: slacker71111/28/2018 7:11:21 AM
   of 10608
Oak Ridge Inches Closer to 15-?Minute Wireless EV Charging
But the team must further scale their 120-kilowatt wireless charging system for electric vehicles in order to meet the U.S. Department of Energy’s goal
By Mark Anderson


To beam wireless power from a floor unit to a power receiver unit in an EV, separated by some six inches of open air, means rapidly oscillating the electric and magnetic fields in the coil, inducing similar behavior in the receiving coil in the EV. Practically speaking, Ozpineci says, that means pumping out 120 kilowatts through oscillating currents at some 22,000 cycles per second (i.e., 22 kilohertz).

“The problem is typically we have silicon devices, and when we go to higher power levels, you cannot run them at higher switching frequencies,” he says. “At 10 kW, you can switch at 20 kHz. But when you go up to 100 kW and beyond, you have to reduce your switching frequency—because of thermal issues, because of the device response, because of a number of things.”

But transferring higher power levels at high efficiency demands higher switching frequencies. So this effectively means both swapping out silicon for more robust (and more expensive) silicon carbide and strengthening the coils on both sending and receiving ends of the power exchange.

Tesla’s Model 3 also uses silicon carbide electronics, Ozpineci says. So the Oak Ridge technology’s reliance on the material is not unprecedented in EV systems. On the other hand, they admit their 100-pound (45-kilogram) coil needs some refining and optimizing before it could ever be scaled out into a production-quality design.

Then, they must produce three times more power from their design to reach the Energy Department’s 350- to 400-kW target. Ozpineci says it’s a work in progress, but he suspects there will have to be multiple power modules in any 350-kW or more wireless supercharger.

“We’re able to use single power modules,” he says of the current 120-kW unit. “We’re at the limit or almost at the limit of these power modules. When you go to anything beyond that, we’ll have to either parallel these modules, or we have to have two inverters in parallel. And when you do that, you have a lot more challenges of running these things in sync.”

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From: slacker71111/29/2018 3:04:06 PM
2 Recommendations   of 10608
Macom thinks that the RF power market for 5G base stations will triple versus 4G . They are pushing GaN on silicon as the solution...interesting to hear a competitor say that the opportunity is much larger than can serviced by announced SiC fabs.

Gallium nitride is acceptably a requirement for 5G base stations due to its superior efficiency and power density at the higher 5G frequency bands. Forecast from our top base station customers show a strong surge in RF power semiconductor content, both in dollars and especially in wafer consumption through 2023 for 5G. We're talking 3 times greater demand in 5G than the previous 4G LTE cycle. We therefore believe that the billion-dollar RF power market is poised to triple over the next few years on the back of GaN in 5G base stations.

Billion-dollar markets require high-volume semiconductor fabs. With the dramatic increase in wafer demand for 5G, it's imperative that the industry has high-volume sources for GaN production. Like STMicro's battery where we're sourcing GaN in Catania and Sicily. Catania is an order of magnitude greater in scale output than the world's largest compound semi fabs.

Upon entering the 5G cycle with ownership of the fundamental patents, we're now more excited than ever about this opportunity for the following reasons. First, we can see GaN on Silicon in existing high-volume silicon fabs to fulfill the 5G build-out. Even the most optimistic plans for GaN on Silicon Carbide factory expansion announced by silicon carbide leaders can service but a small fraction of that 5G demand. Second, the higher frequency bands or modest power requirements and targeted price points of 5G massive MIMO antennas line up ideally with the properties of GaN on Silicon substrates.

Third, this is a different class of product than the high-powered transistors that were used in 4G LTE. These are 5G MMICs that don't require the back-end operations infrastructure of incumbent LDMOS suppliers. So we're playing on home turf in 5G. MACOM's GaN on Silicon is fully proven, validated and qualified with our customer base and now enjoys executive level sponsorship for adoption. In some cases, we're already in production with initial programs.

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From: slacker71111/30/2018 9:20:05 AM
   of 10608
Analysts at JP Morgan downgraded Cree, Inc. (NASDAQ: CREE) from Neutral to Underweight.

Cree shares fell 0.28 percent to close at $45.96 on Thursday.

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From: slacker71112/3/2018 12:46:57 PM
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From: slacker71112/4/2018 7:35:29 AM
   of 10608
These use GaN on silicon but it is still interesting to see. I wonder how many markets GaN on SiC can enter if prices come down.

RavPower’s tiny 45W gallium nitride charger almost sits flush with your wall
Here come the GaN chargers
By Sam Byford@345triangle Dec 4, 2018, 7:00am EST

I did not expect wall chargers to be a hot tech topic as we close out 2018, but here we are. Gallium nitride (GaN) is a term you’re going to start hearing a lot more of; it’s spoken of by some as a replacement for silicon, although so far that is mostly manifesting itself in extremely small USB-C Power Delivery (PD) chargers. Which, well, are cool in their own way.

Anker was the first to get much attention in this field with its regular iPhone brick-sized 27W “Atom” GaN charger, with a larger two-port 60W charger set to come down the line. Now RavPower, a similar company to Anker in that it makes a wide range of affordable, well-regarded charging products, has entered the GaN arena with a 45W charger.

RavPower’s design takes a totally different approach to Anker’s. It’s a single-port charger that focuses on thinness above all else — it only protrudes about half an inch from the wall, and the USB-C port is on the edge, meaning you can easily run the cable behind furniture or tuck it out of the way. When the prongs are folded away, you’re left with a tiny brick that’s about the size of a tin of mints and no less pocketable.

RavPower’s 45W GaN USB-C PD charger (top) alongside Apple’s 29W USB-C MacBook charger.
With 45 watts of power and USB-C PD, this is enough to charge a new MacBook Air or Nintendo Switch with ease, as well as fast-charging iPad Pros and newer iPhones. RavPower claims that it’ll charge a 12-inch MacBook in 2 hours, which I put to the test myself. I didn’t think the charger was going to make it at first, as the MacBook was only 18 percent full after half an hour, but speed picked up dramatically after that and the MacBook battery reached 60 percent after an hour then 100 percent in under 115 minutes. The macOS system report only stated that the charger was pulling 30W from the wall, however, in accordance with Apple’s guidance that higher-wattage power adapters don’t offer faster charging.

Overall, this is a great alternative to Apple’s own 29 or 30W MacBook chargers, which together with a USB-C-to-Lightning cable are also the only official iPhone fast-charging solution you can buy. The Ravpower’s footprint is a little bigger, but the design makes it easier to carry and less intrusive in actual use than Apple’s — and it delivers significantly more power to devices that need it.

Right now the RavPower 45W charger is selling for $51.99 at Amazon, $2 more than Apple’s 30W model. Meanwhile, Anker’s PowerPort Atom PD 1 is only $29.99 and will probably be the better option if you don’t need a slimline design or more than 27 watts. Unfortunately, it isn’t available just yet — it was supposed to go on sale in late November, but that doesn’t seem to have transpired.

In any case, the bottom line is this: gallium nitride technology is a game changer for wall chargers, and you can expect to see it become widespread over the next year or two. The days of chunky wall warts could soon be at an end.

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