Omdia: AI to surpass next gen semiconductors in the electric vehicle revolution

LONDON, November 15, 2023 – Decades old norms are being challenged in the power semiconductor industry as Omdia predicts an explosion in novel semiconductors due to the electric vehicle (EV) revolution. Will the AI boom have a similar impact?

Omdia Senior Analyst for semiconductor components Callum Middleton said: “An industry which has long relied on silicon technologies is being both challenged and enabled by devices fabricated from new materials. The development of both gallium nitride (GaN) and silicon carbide (SiC) power devices began in the previous century, but their technology maturity has matched with the sustainability movement, and devices manufactured from the new materials offer significant efficiency gains in our energy hungry world.”

The initial adoption of SiC devices into Tesla devices in 2018 catapulted the technology from laboratories and test designs into the mainstream. Since then, the EV market has taken off and more manufacturers are looking to include these technologies in their vehicles due to the benefits in performance, charging speed, and range.

This early adoption has allowed SiC to prove its performance and reliability in the real world and phone and laptop chargers has done similar for GaN. As the AI boom gathers pace it is going to put added stress onto our energy supply and distribution systems. To ensure that the benefits of AI are fully enjoyed and that this is done so sustainably we will have to ensure that efficiency is maximised, but this does not have to be done at the cost of profitability. Adopting a SiC or GaN solution for power supplies in data centers can significantly reduce energy consumption whilst simultaneously freeing up space for extra computing power. 

“These novel devices, and the decades of research, development, testing, and engineering that has gone before them, may not grab the headlines but they will be essential for enabling the scale and potential of Artificial Intelligence,” concluded Middleton.

Senior professionals from the display, AI chips and semiconductors industries are set to converge at the highly anticipated Omdia Korea Technology Conference from November 22-24, 2023, in Seoul, Korea where Middleton will present Omdia’s latest semiconductor research. Register here for your place.