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Electric Vehicles Service

Tesla Investor Day 2023 Planned Reduction in SiC Content is a Non-Event

Report Summary:

Tesla hosted its 2023 Investor Day on March 1st. While many had expected significant product announcements, most of the material was long on vision but short on actual specifics. However, a statement that Tesla would be reducing its SiC content by 75% in the future was enough for financial markets to hammer the share price of the likes of onsemi, STMicroelectronics, and Wolfspeed.
Table of Contents

1. Executive Summary
2. Introduction
3. SiC Use In Electric Vehicles
4. Tesla Investor Day Announcements
4.1 Reverse Engineering Tesla’s Statement
4.2 Other Ways to Reduce SiC Content
4.3 Package Design Optimization
4.4 800V Platforms
4.5 Supply Chain Impact
5. Conclusions
6. Analyst Contacts

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