You ever heard of horizontal consolidation? It’s one of my favorite talking points. It’s essentially a growth strategy made by companies, within a similar industry. In it, they merge same-stage and same-type businesses with greater opportunities to allow productivity and growth, post-mergers. In any case, it’s what I suspect is true of Texas Instruments when I hear tell that they have been secretly powering electric cars with their superior technology.
But Texas Instruments makes calculators, right?
Well, sure they do. But besides their bread and butter, Texas Instruments also develops critical components to advance the usage of electric-car chargers. This comes from marketing a brand-new generation of gallium nitride field-effect transistors. This is better known as GaN FETs. With this development, Texas Instruments believes that they have what it takes to double the power density of onboard chargers within electric cars. This is all while increasing the efficiency.
Currently, no automaker partnerships are being a collaborator in public. However, there are pre-production versions of such hardware available for purchase. And with that, comes interest from Toyota and Nissan alike.
You do not want to underestimate Texas Instruments. They fit perfectly with the fortification that is coming from the electric-vehicle supply chain, where a number of top-tier tech companies and suppliers are excitable enough to get such a foothold. In the past year, auto supplier Delphi made it loud that they’ve got in their arsenal a new inverter supporting 800-volt charges. It’d supply the component to an unknown. But here’s a hint: “Future luxury cars.” We’ll see what that future holds soon enough.
Plenty of electric cars coming up are trying to use 800-volt charging material. This is to say Audi and Porsche is borrowing from the Volkswagen Group Premium Platform Electric (PPE) architecture. Would that make any sort of sense to you?