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* We are trying to understand how power electronics components and battery management systems are manufactured, what the key specs are for these products and the competitive landscape.
MG: I assume what is meant by how PE are manufactured is as follows;
BMS is simply an electronic module monitoring cell charge-recharge power/time, all cell arrays working properly, thermal management system operating properly, etc
PCB with 12v connector terminals, light assembly to become a module.
Power electronics defined as inverter-DCDC converter-OBC.
Inverter; IGBT is assembled with inductor-choke and thermal management system and high-voltage connector system.
* What are the key specs that OEMs are looking for these products when it comes to power electronics and battery management system?
Power electronics designs are based on OEM architecture and allowable package size, then cost vs.efficiency (92-96% typically), then the normal decisions of broad development expertise, in-house DV-PV, repeatable process quality
* Any thoughts on potential for silicon carbide inverter?
MG: 800V systems are the marriage for SiC, exceeds GaN capability.
What are your thoughts on Delphi-Cree partnership?
MG: many OEMs, System Tier 1s are partnering with silicon providers to cover raw material supply, advanced technology readiness and combination purchases (silicon, GaN, SiC).
* Thoughts on Tesla\'s power electronics and battery management systems compared to conventional systems?
MG: Tesla has a unique business model, initially driven by low volume projections, long pre-production development time which caused them to design in-house, source industrial high-voltage components, outsource PCB assembly with Tesla acting as the final component assembly supplier in-house.
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