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unity, diversification, and integration. Uni-
fication of battery assembly strengthens
battery production management and im-
proves commonality.
Different types
Using different types of batteries accord-
ing to vehicle grades diversifies supply
risk and reduces cost. Integrating designs
through cell-to-pack (CTP), cell-to-chassis
(CTC) and other highly consolidated meth-
ods improve the modularity of battery and
chassis.
On the other hand, driven by the global
goal of net zero carbon emissions, de-
mand for power batteries as the heart of
electric vehicles has grown rapidly, inciting
relevant companies to accelerate capacity
expansion.
In 2023, global power battery produc-
tion capacity will exceed the TWh (Ter-
awatt-hour, one million megawatt-hours)
threshold and output value will be close to
US$120 billion.
Mineral resources
At present, the rapid expansion of the
power battery industry chain is con-
strained by the expansion cycle of van-
guard mineral resources such as lithium,
cobalt, and nickel, resulting in the rising
cost of power battery manufacturing in
recent years.
With its cost-effective advantage, the
global market share held by lithium iron
phosphate batteries is expected to exceed
that of ternary batteries in 2023.
trendforce.com
(This article will conclude in December).
NOVEMBER 2022
GlobalFoundries awarded
$30M for next-generation GaN
ESSEX JUNCTION, Vt. — Silicon found-
ry GlobalFoundries has received a $30
million award in federal funding to
advance the production of next-gener-
ation gallium nitride (GaN) on silicon
semiconductors at GF’s facility here.
Game-changing performance
GF says GaN has a unique ability to handle
significant heat and power levels and are
positioned to enable game-changing per-
formance and efficiency in applications in-
cluding 5G and 6G smartphones, RF wire-
less infrastructure and electric vehicles.
The announcement was made at an event
at GF’s Fab attended by Sen. Patrick Leahy
(D-Vt.); and GF President and CEO Dr.
Thomas Caulfield.
The $30 million federal funding, secured
by Sen. Leahy as an appropriation in the
Consolidated Appropriations Act for Fis-
cal Year 2022, will enable GF to purchase
tools and extend development and imple-
mentation of 200mm GaN wafer manufac-
turing.
The incorporation of scaled GaN manufac-
turing into the fab’s capabilities furthers
the facility’s longstanding global leadership
in RF semiconductor technology, GF says.
The fab, once owned by Advanced Micro
Devices of San Jose, was acquired by ac-
quistion in 2012 after AMD began decreas-
ing its ownership over the years. Now a
public company, GF was originally owned
by Mubadala Investments of the UAE.
The fab will be named after Leahy, who
will retire this year. globalfoundries.com