China's looming gallium export controls leave automakers with a dilemma over whether they can continue to rely on a metal which had been seen as a game changer for electric vehicles
Gallium is currently used in a wide variety of applications, from LEDs to smaller mobile phone adaptors. Little known to most people, gallium in pure form can melt in your hand - but in a couple of compounds has become sought after for semiconductors.
For EVs, the compound gallium nitride can handle a lot of power without generating heat - making it ideal for on-board chargers and possibly inverters, which help control the flow of electricity to and from the battery pack. Transphorm is working with automakers in the design phase for on-board chargers on a wide range of EV models - which should hit the market around 2026 - and is in conversations with others for using them in inverters, Mishra said.to impose export controls on gallium, along with another semiconductor material germanium, starting next month could force automakers to think again.
"If you are already banking on gallium nitride and designing it into your platform, then you're in trouble," he said.
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