Electrification Automotive Megatrends

Electrification Megatrend

Electrification, Tesla was the trendsetter for electric vehicles (EVs). but now every major car OEM has announced significant investments in EVs. on the order of tens of billions of dollars over the next five to ten years. By 2030, roughly one-third of all vehicles sold are expected to be electric. according to consulting firm Deloitte4 with roughly 30 million EVs sold, as shown in Figure 5. Besides to the carbon emission reduction with EVs. the design and manufacturing of battery-powered vehicles are simpler. due to fewer moving parts compared to traditional internal combustion engine (ICE) cars. Although EVs today are more expensive to manufacture than ICE cars due to the higher cost of battery packs, improvement in battery technology. over the next seven years to less than $60 per kilowatt-hour (KWH) is projected. bring cost parity between EV and ICE vehicles Battery capacity/mileage. charging time are also a key consideration for EVs. With new 350KW chargers, the charging time for 250 miles of driving can be reduced to 15 minutes or fewer. Additionally, with new battery technologies. companies are demonstrating vehicles with an effective range of greater than 500 miles6. Advances in solid-state batteries are expected to further reduce charging time offers. improve reliability with less risk for fires compared. today’s lithium-ion-based EV batteries.

Although the direct impact of the electrification trend on memory and storage is less significant than the other megatrends, EVs typically have higher levels of ADAS/autonomy features and more advanced infotainment systems requiring more memory and storage.

Memory and Storage Implications of Trend Toward Electric Vehicles

Memory Requirements

• An ICE vehicle’s active memory usage is typically about 22,000 hours (four hours per day for 15 years). In comparison, an EV can have more than 60,000 power-on hours where the memory is active during charging over the vehicle’s lifetime7
. There is also a vision that EVs will serve as a power source for the home. This means that
during times when the electric grid is under stress, a house could draw power directly from the vehicle’s battery,
which would further increase power-on hours when the memory is in active mode. Memory used in EVs will need to meet these extended power-on times, which will require longer qualification timelines.
• Increased memory capacities from advanced infotainment systems used in EVs will be required to justify the price
premium over ICE vehicles as described in the enriched cabin megatrend below.

Storage Requirements

• EVs are also expected to have higher (more than 60,000) active-on hours for storage with bidirectional
communication during charging, which requires extended qualification timelines.
• Advanced infotainment systems used in EVs require higher performance and larger storage capacities, as shown
in the enriched cabin megatrend below.
• There is also potential for quad-level cell (QLC) NAND storage adoption for infotainment. This would result in
lower storage costs with nearly 100% power-on time in EVs allowing background media management during idle
time/charging.