Infineon presents power module with silicon and silicon carbide technologies

It is precisely this combination of high performance and efficiency at low cost that Infineon sees as “crucial” to making electric mobility accessible to a broader market. The HybridPack Drive G2 Fusion is designed to do just that and set nothing less than “a new power module standard for traction inverters in the e-mobility sector,” as the Munich-based company confidently announced. The focus is on the name suffix ‘Fusion.’ Infineon uses both silicon-based semiconductors and silicon carbide (SiC) chips in the new module of the ‘HybridPack Drive’ series. SiC has a higher thermal conductivity, breakdown voltage and switching speed. SiC modules therefore switch faster, have lower heat losses and are simply more efficient – which in an electric car means more range for the same battery size. However, silicon carbide is also significantly more expensive than silicon – which is why SiC power modules have so far tended to be used in premium electric cars. Cheaper volume models, on the other hand, usually use silicon semiconductors. According to Infineon, the new module can reduce the proportion of SiC per vehicle while maintaining the same performance and efficiency of the vehicle and lowering system costs. For example, the German chip manufacturer promises that system suppliers can achieve almost the system efficiency of a complete SiC solution with just 30 per cent SiC and 70 per cent silicon. At the same time, the familiar properties of the ‘HybridPack Drive’ modules will also be offered. It can be “quickly and easily integrated in vehicle components or modules without requiring complex adjustments or configurations.” The HybdirdPack Drive G2 Fusion module delivers up to 220 kW in the 750 V class. “Addressing the demand for greater e-mobility range, this technological breakthrough smartly combines silicon carbide and silicon,” says Negar Soufi-Amlashi, Senior Vice President & General Manager High Voltage at Infineon’s Automotive Division. “Integrated in a well-introduced module package footprint it offers compelling cost-performance ratio over pure silicon carbide modules without adding system complexity for automotive system suppliers and vehicle manufacturers.” Infineon will exhibit the new HybridPack Drive G2 Fusion at ‘electronica 2024’ in Munich, Germany, from 12 to 15 November (Hall C3, Stand 502). infineon.com

CAM: China consolidates its position as EV market leader

One thing is clear: although the momentum varies greatly depending on the region and manufacturer, electric mobility continues to show strong growth worldwide, as the CAM states right at the beginning of the analysis for the third quarter. That is primarily due to developments in China, which continues to expand its global leadership role in electric mobility. In the first three quarters of 2024, 4.1 million battery electric vehicles (BEV) were newly registered there, an increase of 18 per cent compared to the previous year. BEVs thus account for 27 per cent of all new registrations in China. In addition, 2.2 million plug-in hybrids (PHEVs) were newly registered in the same period. The share of EVs – China itself tends to refer to new energy vehicles (NEVs) when combining BEVs and PHEVs – rose to 41.5 per cent of new registrations from Jan-Sept 2024. According to the CAM, if we look at the third quarter alone, the NEV rate even rose to 52.7 per cent, meaning that new energy vehicles accounted for more than half of all new registrations. After three quarters, the CAM attests to a “mixed picture” in Europe. Large markets such as France (217,000 BEVs) and the UK (270,000 BEVs) grew significantly by six and 13 per cent, respectively. In the UK, the market share of battery electric cars has risen to 18.1 per cent. That means the UK is on the verge of becoming the largest BEV market in Europe. In Germany, new electric registrations have fallen to 276,000 vehicles after three quarters, a decline of 29 per cent. In this country, only 13.1 per cent of new registrations between January and September were purely electric. Image: CAM Image: CAM Image: CAM Image: CAM Image: CAM To illustrate the situation: in 2023, the UK had 239,000 BEVs after three quarters, while Germany had 387,000 EVs. Just one year later, the two nations are virtually on par. ‘’Electric mobility in Germany is in a critical transition phase and needs more political orchestration,‘’ says study director Stefan Bratzel. “The reintroduction of a time-limited purchase subsidy and better framework conditions for electricity charged and urban charging infrastructure would have an important revitalising effect.” A brief look at the largest market in North America: There was a moderate increase in electric vehicle registrations in the US, albeit at a low level. New registrations increased by eight per cent and reached 946,000 units. The BEV share rose only slightly from 7.4 to 8.0 per cent. There is significantly more momentum in EVs in the manufacturers’ rankings. Among other things, Tesla’s figures reflect the sluggish development of the US domestic market. Although the manufacturer remains the global leader with 1.29 million BEV sales after three quarters of 2024, it recorded a slight decline of 2.4 per cent. At the same time, the competition is closing in, with BYD increasing its sales by 11.5 per cent to 1.17 million units. With these trends, a change in leadership is imminent. But the big problem is that the change in leadership has long since taken place when BEV and PHEV are added together. As is well known, Tesla only sells BEVs, while BYD also offers plug-in hybrids, which have experienced a boom in recent months. As a result, the BEV share of BYD sales has fallen from 50.2 to 42.6 per cent. ‘A key factor in this development is the sharp rise in new PHEV registrations: 2.2 million PHEVs were registered in the first three quarters of 2024, which corresponds to an increase of around 30 per cent compared to the 1.7 million new registrations in 2023,’ says the CAM. The figures for German manufacturers mentioned in the CAM analysis were communicated by the companies last week: The VW Group sold 506,500 BEVs (-4.6%) after three quarters, BMW was able to increase its BEV sales by 19% to 294,054 units, while BEV sales at Mercedes started to decline. However, there is a discrepancy in the exact figures: Mercedes itself counted 148,500 BEVs after three quarters (-22 per cent), but the CAM shows 135,900 BEVs (-26.8 per cent). The problem for German brands and BYD’s growth is a trend that is likely to continue, says Bratzel. “China is the leading market for electric mobility and increasingly also the leading supplier of electric vehicles,” says the professor at Bergisch-Gladbach University of Applied Sciences, Germany. “Many car manufacturers underestimated the dynamics of electric mobility in the world’s largest automotive market. The large number of attractive models from Chinese car manufacturers and the price war are putting pressure on German car manufacturers in particular.” Source: Info by e-mail; in German

Lucid sells off common stock to raise capital

On top of the more than 262 million shares on public offer, Lucid’s majority stockholder, the Saudi Arabian Public Investment Fund (PIF), announced that it would purchase an additional 374,717,927 shares of common stock from Lucid. Specifically, the shares will be acquired by PIF subsidiary Ayar Third Investment Company, who will then maintain its approximately 58.8% ownership of Lucid’s outstanding common stock. “In addition, Ayar has indicated that they intend to purchase from us, in the event that the underwriter exercises its option, additional shares of our common stock to maintain its ownership of Lucid’s outstanding common stock,” the carmaker specifies. The underwriter has been granted a 30-day option to purchase up to 39,367,040 additional shares of its common stock. All this comes amid possible worse-than-anticipated Q3 results. While the data has not been officially communicated, Reuters reports that Lucid expects losses “in the range of $765 million to $790 million” in the last quarter. Analysts had previously estimated losses amounting to $751.65 million. So far, the US manufacturer has only published its production and delivery figures. While Lucid delivered 387 more units in the third than in the second quarter, production was down. Moreover, to reach its targeted production of 9,000 EVs for the whole of 2024, Lucid would have to build more than 3,000 electric cars in the last three months of the year. Considering that about 1,805 units rolled off the production line from July to the end of September, that seems very unlikely. The money from its stockholders is thus desperately needed. Lucid says it will use the net proceeds from the public offering and the investment by Ayar “for general corporate purposes, which may include, among other things, capital expenditures and working capital.” About two months ago, Ayar injected 1.5 billion dollars into Lucid Motors, which the carmaker said were sufficient funds until the end of 2025. It was already its second investment, after buying one billion dollars of newly created series of convertible preferred stock via private placement in March of this year. This time, Ayar Third Investment will buy 750 million dollars worth of convertible preferred stock and provide a similar amount as a credit line. The public offering announcement sent Lucid’s shares down 12% in after-market trading on Wednesday. Overall, shares of Lucid have fallen 22% this year. lucidmotors.com, reuters.com

Chinese EVs abound: How Hongqi, GAC and co. are turning the Paris Motor Show upside down

Mobility trade shows have undergone a major upheaval since the coronavirus pandemic. Some have disappeared completely (like the Geneva Motor Show), while others are becoming more and more fragmented every year (like the IAA). So far, none have been able to build on old successes. The Paris Motor Show would probably be much smaller if numerous Chinese car manufacturers did not breathe new life into the trade fair. With Mercedes-Benz, Porsche, Hyundai, Toyota, Cupra, Nissan and Volvo, many car manufacturers for whom Paris used to be a must-attend event were again absent this year. France holds the fort While most other car manufacturers prefer to organise their world premieres at their own events, Citroen and Renault remain loyal to the motor show as their home event. With the R4 and the C4, both are showing new electric SUVs and made electric mobility the centrepiece of their booths. We took a detailed look at the R4 before its official world premiere. While Renault is clearly surfing the retro wave with the R5, R4 and the Twingo concept, Stellantis is looking to the future and is bringing Leapmotor with it. The joint venture aims to offer relatively affordable electric cars from China in Europe. Ford is back Apart from Tesla, electric mobility has not been a success story for US car manufacturers. Ford had nothing on offer for a long time apart from the Mustang Mach-E, but new models with VW technology are now set to change that. The Capri and Explorer are both based on the MEB from Wolfsburg, so you could also say that Ford can do little without outside help. However, the result is certainly convincing, as the Explorer has a higher-quality interior and more fluid software than its VW sister models. Cadillac: Poorly finished chunky vessels We dared to test drive the second American OEM represented in Paris, as Cadillac wants to make its comeback in Europe with the Lyriq. A quick lap through the narrow Parisian streets revealed an ambivalent picture. One-pedal-drive makes the Lyriq good, the steering is not bad for an American (but not good either), and the space on offer is ample. The software is clearly laid out and runs smoothly, and the emergency brake assistant ensures greater safety with large red lights and seat vibration. Unfortunately, the workmanship is atrocious, as is the layout. In the back seat, Cadillac has ensured that there is not enough headroom for a 1.80-tall person – a no-go for a car of this type. In combination with high prices, this is the perfect formula to remain irrelevant in Europe. Artificial intelligence moves in at Xpeng As a young, listed startup, Xpeng is very different from many other Chinese car manufacturers, most of which are traditional state-owned companies. That is also noticeable at the trade fair booth. Where others show plug-in hybrids or mediocre 400-volt products, Xpeng is the only one to offer an 800-volt platform. There is no rollback to the hybrid. Everything here remains electric. The P7+, an Xpeng P7 that has been improved in some respects, is a novelty. What the Far Eastern manufacturers all have in common is that they were less interested in ground-breaking innovations in Paris and much more interested in making their presence felt in Europe. Electric is standard, PHEVs are still here to stay One trend continues, and one is surprising: the proportion of BEVs on the trade fair booths has increased further, and many booths are already ‘fully electric.’ Where there are still combustion engines, they are almost always electrified; you have to look for pure combustion engines with a magnifying glass. What is remarkable is a tectonic shift among the German OEMs: while BMW, once the loudest advocate of drive diversity, is presenting exclusively electric cars, the VW Group, which was once fully trimmed for electric, is once again presenting plenty of combustion engines. Chinese diversity The half-dozen Far Eastern car manufacturers impressively demonstrate how heterogeneous the industry in China is. From traditional corporations to startups, everything is represented, in all price regions and with different drive concepts. Strategically, there are major differences; many are long-term and rather cautiously orientated, but some are also overconfident and comparatively haphazard. Two things are now clear: on the one hand, China will become a permanent fixture in the European car market, even with punitive tariffs – and then with local production facilities. On the other hand, not all OEMs now pushing into Europe will survive. The Chinese car industry is facing the prospect of major consolidation in the medium term. The great upheaval has only just begun Motor shows are always an indicator of the state of the industry. In Paris, it became clear how much momentum is currently building up. Many newcomers still present at other trade fairs (e.g. Nio or MG) have disappeared again. However, with Hongqi, GAC and Aito, other lesser-known Chinese manufacturers are making their way onto the European market. Although pure BEVs dominate the market and are here to stay, plug-in hybrids are once again taking centre stage. Intense competition between Chinese suppliers and European regulations, ranging from punitive tariffs to emission regulations, are keeping the entire industry on its toes. The hoped-for recovery of the ‘motor show’ concept also failed to materialise in Paris; this year’s Paris Motor Show was no match for the pre-pandemic trade fairs.

Nissan launches new charging offer in the USA

The automaker launched the ‘Nissan Energy Charge Network’, which will allow owners of the Ariya SUV and future Nissan EVs to use their MyNISSAN app to find charging stations, see real-time charger availability and pay for charging. Nissan’s new charge network is set up to include the charging stations from Electrify America, Shell Recharge, ChargePoint and EVgo. This covers more than 90,000 fast charging stations across the U.S. Nissan has also already stated that it has plans to incorporate additional networks in the future. Additionally, later this year Nissan will release an NACS adapter for the Ariya. This adapter will allow Ariya drivers to charge at compatible Tesla Supercharger locations in North America. Nissan writes that the charging accommodations are a core part of its strategy, “with ‘The Arc’ mid-term business plan intending for 16 new electrified models to be launched globally by the end of fiscal year 2026.” Nissan also recently announced plans to release a new bidirectional charger by 2026. Interestingly enough, Nissan also announced that it was postponing its EV plans in May, postponing the start of production for two electric sedans at its Canton plant in the US state of Mississippi by a few months. However, at the same time, a new model was announced, so it seems Nissan is waiting for the market to mature. nissannews.com

Electric motorbike manufacturer Energica is bankrupt

According to Energica, the company’s Board of Directors has decided to initiate judicial insolvency proceedings under Art. 121 et seq. of the Italian Insolvency Code. “Despite the efforts from the management in actively and extensively pursuing a search for new investors – always with the aim of preserving going concern in the best interest of creditors – it has become clear in the last few hours that these alternative options are no more viable, thus leaving the company with no other choice than resolving for the opening of a bankruptcy judicial liquidation,” it says. In other words, Energica is broke and sees no other way out other than to go to the insolvency court. There have already been rumours of financial problems in recent weeks. As the American investor Ideanomics is in trouble itself, Energica could not expect any fresh capital from its most important shareholder – Ideanomics controls 75 per cent of Energica. Over the past two years, the motorbike manufacturer has been looking for additional investors, but the search has remained unsuccessful. Just how deadlocked the situation at Energica is (which has presumably also deterred potential investors) is made clear in a bold note at the very end of the press release on the insolvency: “This press release is attributed to the founding members of Energica. It is noted that Ideanomics has chosen not to comment.” The company was officially founded in 2014 as Energica Motor Company Srl, but work on the design of the electric motorbikes had been going on in the background since 2009. The founding team listed the company on the Milan stock exchange in 2016 to finance its growth, which was no longer possible with its own funds. Ideanomics joined the company in 2021 and enabled the market launch of the new Experia model with its financial injection. In March 2022, Ideanomics successfully completed a voluntary takeover bid and delisted Energica from the stock exchange – to make the company freer and more flexible from investor constraints. However, numerous factors have meant that the market for electric motorbikes has not developed as Energica had hoped. “The subsequent crisis in the electric market and the decline in sector investments impacted Ideanomics, and consequently, compromised Energica’s investment capabilities,” the company now writes. “The company has also faced challenges from the downturn in the automotive market and supply chain, being particularly affected as a small and medium-sized enterprise.” energicamotor.com

‘I, Robot’ director complains about Tesla’s ‘We, Robot’ event

The comparison he posted on X does indeed show obvious similarities. “Hey Elon, Can I have my designs back please?” writes Alex Proyas. Ok, the autonomous car in which actor Will Smith was travelling was designed in cooperation with Audi at the time – and was called the Audi RSQ. However, the similarity between the autonomous van in the film and Tesla’s Robovan cannot be dismissed entirely. Incidentally, Tesla had named its event ‘We, Robot’ – clearly in reference to the film in question. Proyas received not only encouragement at X but also some criticism. The design of the humanoid robots in his film was based on those in the film Metropolis, the buses are similar to locomotives from the Art Deco era, and the 1939 Düsenberg Coupé could have inspired the cars, argues one user. Another responded to Proyas: “Be honored. What you did with CGI and a green screen, @elonmusk did in reality.” However, Elon Musk apparently didn’t quite manage to bring Troyas CGI effects to life. As insiders told Bloomberg, the Optimus robots used at the event by Tesla as bartenders and dancers, among other things, did not act completely autonomously by any means – but were in part remote-controlled by humans, according to the allegation. This cannot be verified at present. Nevertheless, the Optimus prototypes ran without a hitch. So that supposedly worked. However, the bartender’s movements probably still needed some assistance. Bloomberg also reports that the use of the humanoid robots at the event was not actually planned at all – until Elon Musk requested it around three weeks before 10 October. “The late notice meant there wasn’t time to get the software up to speed, making remote operation necessary, the person said,” Bloomberg writes. x.com, bnnbloomberg.ca

Irizar receives another order from France for electric buses

RATP Dev, the operator of the bus network for Brest Métropole, will be using the new electric buses from mid-July 2025. According to the manufacturer, the bus is characterised by its efficiency, quietness and accessibility. It will be equipped with the latest generation of 470 kWh batteries from Irizar and has a range of 350 kilometres. The bus has three doors, an electric ramp, 24 seats and two spaces for wheelchairs. “After the recent order from the Communauté d’agglomération du Pays Basque, we’re delighted to announce this new contract with RATP Dev for Brest Métropole. France is an important country for us. More than 200 Irizar electric buses are on the road in several French cities. At Irizar e-mobility we’re committed to giving our full support to Brest Métropole. We’re looking forward to being by their side during their transformation to greener zero-emissions cities,” said Iñigo Etxeberria, General Director of Irizar e-mobility. The order from the Basque Country mentioned by Etxeberria was announced in June: This order comprises seven Irizar ie tram in the 18-metre articulated version and four solo buses with a length of 12 metres. They complement 18 examples of the electric bus model that have already been on the road in the French Basque Country since 2019. While the Irizar ie intended for Brest looks like a normal bus, the Irizar ie tram model is characterised by an avant-garde design reminiscent of a tram. This is why the vehicle is also known as a ‘Tram bus’. Irizar is a Spanish commercial vehicle manufacturer based in Ormaiztegi, Basque Country, whose history dates back to 1889. Ten years ago, the company decided to focus on battery-electric buses. irizar-emobility.com

Hyundai to release the Inster as a crossover

The regular Inster, which is based on the Casper combustion engine available in Korea, was presented back in June. This is available with either a 42 kWh battery and an electric motor with 71 kW output or with a 49 kWh battery and 85 kW motor and has a provisional range of up to 355 kilometres. However, it is not yet available to order and the prices are still unclear. Apparently, Hyundai still wanted to present something new for the Paris Motor Show and brought the Inster Cross to the French metropolis as a premiere this week. However, the details are sparse; as with the regular Inster, there is still no information on the price and the exact sales launch, for example. Hyundai has only stated that production of the Inster Cross will start in Korea at the end of the year. Hyundai also does not provide any other information on the motorisation or battery, but it can be assumed that they are largely the same as for the regular Inster. After all, the Inster Cross is not a completely different model, but Hyundai refers to it as an “equipment line.” In any case, the vehicle has an off-road vehicle design and is staged in the mountains in the press photos. However, it is doubtful whether the car is really suitable for off-road use and Hyundai remains silent on this in its initial communication. Rather, the “wide, rectangular front and rear bumpers to highlight its adventurous character, as well as embossed black claddings,” according to the company. To this end, the front and rear bumpers have been redesigned. There are also 17-inch alloy wheels with a special design. Embossed black panelling is intended to set independent accents. The standard roof rails are also intended to contribute to the ‘adventurous aesthetic’ (in Hyundai’s own words). Like the regular Inster, the Cross also offers a range of safety functions: These include Motorway Assist 1.5, which keeps the vehicle in its lane at a safe distance from the vehicle in front and adjusts the speed to the current speed limit if required. Also included are a navigation-based adaptive cruise control system, which maintains a set speed and a set distance from the vehicle in front, as well as an autonomous emergency brake assistant including pedestrian and cyclist detection and a turning function. hyundai.news

Simon Loos orders 75 Mercedes eActos 600

According to Simon Loos, the order was placed at the IAA Transportation in Hanover. The first eActros 600 is due to go into operation at the Dutch logistics company in the first quarter of 2025. And when all 75 units have been delivered, Simon Loos will have more than doubled its own electric fleet of 135 vehicles and the largest fleet of electric lorries in the Netherlands – at least that’s what the company claims. Simon Loos already operates 60 fully electric trucks, “most of which” come from Daimler Truck. The food logistics company was already a partner in Daimler Truck’s ‘innovation fleet’ for the eActros 300 and received one of the electric 25-tonne trucks for testing purposes before its premiere. Simon Loos was also one of the first customers to buy an eActros 300 tractor unit. And in the summer, Simon Loos was the first company outside Germany to receive an eActros 600 for testing. Daimler Truck unveiled the long-awaited series version of the electric long-haul truck at the IAA Transportation in September after a prototype had been shown in Hanover two years previously. Series production will begin this November at the Wörth am Rhein plant – with deliveries planned for Q1 2025. Simon Loos will also be one of the first customers here. The eActros 600 has a 621 kWh battery with LFP cells, which should enable a range of around 500 kilometres. The battery can be charged with up to 400 kW using the CCS connection installed at the start, but the eActros 600 is also prepared for MCS charging (Megawatt Charging System). That means that charging capacities of over 1,000 kW will be possible later on, if necessary. Simon Loos states that the eActros 600s that have now been ordered will primarily be used in depot operations, “where the vehicles are charged at the customer’s premises.” Wim Roks, Fleet Manager at Simon Loos, calls the eActros 600 a game changer. “Whereas we were previously able to plan around 250 to 300 kilometres per trip with electric power without hesitation, we will be able to cover 500 kilometres with these trucks,” he says. “This means that the journey distance is no longer a planning restriction for our company, and we are taking a big step forward with integrating electric transport.” Also important for the company is that the model has an e-PTO (Power take-off) to cool the refrigeration unit on the trailer electrically. Simon Loss thus refers to it as a ‘’fully-fledged alternative to diesel trucks.” simonloos.nl (in Dutch)