Theses›Automotive & mobility

Automotive & mobility

Cars, trucks and the systems that move people and goods.

  • 5 theses
  • 4 bear
Closing3Shut215Not dated4 Closing3Shut215Not dated4
Fig. 1Where the bets sit: windows from Early to Shut, left to right; each plot's area is the market's size by 2035. A double outline is a bull call, a single one a bear call, a dashed one a thesis with no call written yet.
The marketsnumbered as the plan
  1. 1LiDAR and ranging
    • Bear
    • Shut
    • $8.1B
    • Support 66
     LiDAR systems are a price war the volume incumbents have won; the one opening, FMCW ranging on a photonic chip, is a photonics component market.
  2. 2SiC for EV traction
    • Bear
    • Shut
    • $12B
     SiC captures >70% of EV traction inverter shipments by 2030
  3. 3eVTOL
    • Closing
    • $11B
     By 2030 eVTOL has not reached commercial passenger volume.
  4. 4Automotive zonal power
    • Bear
    • Not dated
    • $6B
     The car's fuse box becomes silicon, and the content gain is eaten by the harness it deletes
  5. 5Sintered silver die attach
    • Bear
    • Shut
    • $362M
     Sintered-metal die-attach: power-electronics workhorse, and the AI-migration question