Stellantis and Infineon: Revolutionizing Next-Gen EV Power Architecture

On November 7, 2024, Stellantis N.V. and Infineon Technologies AG announced a strategic partnership aimed at revolutionizing power conversion and distribution for next-generation electric vehicles (EVs). This collaboration aligns with Stellantis' ambition to provide clean, safe, and affordable mobility, supporting its strategic plan, Dare Forward 2030, which targets carbon neutrality in mobility technologies by 2038.

Central to this partnership are major supply and capacity agreements that will allow Stellantis to leverage Infineon's advanced technologies, including PROFET™ smart power switches and silicon carbide (SiC) semiconductors. PROFET™ switches will streamline vehicle wiring systems by replacing traditional fuses and promoting intelligent power network management, enhancing energy efficiency and overall performance. Meanwhile, SiC semiconductors are expected to standardize power modules across Stellantis' EVs, ultimately resulting in reduced costs and improved vehicle ranges.

Infineon intends to utilize its scalable production capabilities, notably its state-of-the-art facilities in Kulim, Malaysia, and Dresden, Germany, to ensure a reliable supply of automotive semiconductor solutions. The company already holds a dominant position in the automotive microcontroller market, accounting for approximately 29% of the global share, according to TechInsights.

Additionally, the partnership includes the establishment of a Joint Power Lab to collaboratively define innovative and scalable power architectures, further enabling Stellantis' transition towards software-defined vehicle technology. Through this collaboration, both companies aim to enhance the driver experience, improve energy efficiency, and create robust vehicles designed for future advancements in electric mobility.

The partnership emphasizes a commitment to decarbonization and digitalization, positioning both companies at the forefront of the rapidly evolving automotive industry. By working together, Stellantis and Infineon aim to significantly enhance cost, energy efficiency, driver experience, and vehicle range, ultimately contributing to Stellantis' goal of becoming a carbon net zero mobility tech company by 2038.



Investors should view this alliance positively, as it aims to enhance the efficiency and performance of Stellantis' EV offerings while reducing costs. Infineon's PROFET™ smart power switches and silicon carbide (SiC) technologies are critical components that will replace traditional systems, leading to lighter vehicles with less wiring and improved battery management. This is crucial as Stellantis pivots toward electrification under its Dare Forward 2030 plan, which seeks to achieve net zero carbon emissions by 2038.

In conclusion, the collaboration between Stellantis and Infineon is a significant step towards advancing the next generation of EV power architectures. By leveraging Infineon's leading-edge technologies and production capacities, Stellantis can accelerate its electrification efforts and deliver cleaner, safer, and more affordable mobility solutions to customers worldwide.