Arthur Hanson
Well-known member
The electric motor game is changing radically with gains in all areas from materials to structure to control systems and software that allow for substantial improvement in efficiency, performance, and size. This trend is supported by sophisticated control systems, sensors, structure, materials, and software. In short, intelligence is coming to the electric motor market that will create new demand for semis of numerous types. Just the replacement of existing motors will be a substantial market and new ones created by the increased efficiency, power, versatility combined with lower weight and smaller size. I have no doubt this is but one large market where the penetration of semis is still in its early stages. The electric motor market could be just like the internal combustion engine market which is now huge and totally relies on semis to the point they have to intermittently shut down due to the chip shortage. Just like IC engines, semis will totally change the electric motor market. It will be especially interesting to see how this may speed up the introduction of electric transportation of all types, land, sea, air, and freight, especially combined with advances in batteries.
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