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- Published: October 2026
- Pages: 408
- Tables: 73
- Figures: 30
The electrified economy is moving up the voltage ladder. AI data centres, electric vehicles and utility-scale renewables have each hit the limits of their existing power architectures at the same time, and each has settled on DC buses in the 800V to 1,500V range. Higher voltage means lower current for the same power. That cuts copper, conversion stages and losses. In data centers the shift is the most dramatic. Rack power is climbing from around 130 kW today towards 1 MW, and 54V busbars cannot carry the current that would require. NVIDIA’s 800 VDC architecture, set out in May 2025, gained a partner ecosystem that passed 80 companies by 2026. The OCP Mt Diablo specification from Microsoft, Meta and Google has converged on ±400 VDC and 800 VDC. Vertiv, Eaton, Schneider Electric, Delta, Siemens and ABB have launched 800 VDC sidecars, busways and solid-state protection.
In vehicles, 800V has moved from premium sports cars to the Chinese mass market. BYD’s 1,000V Super e-Platform and megawatt “flash charging” have reset expectations for charging time. Xiaomi, Xpeng, Zeekr, Hyundai, Porsche, Lucid and Mercedes-Benz now field 800V+ platforms. The Megawatt Charging System, at up to 1,250V and 3,000A, is opening the heavy-truck market. In solar and storage, 1,500V is the established standard, and the industry is now piloting 2,000V systems to reduce inverter counts and balance-of-system cost. A shared supply chain links these markets. Key elements are 1,200V silicon carbide MOSFETs, high-voltage GaN, film capacitors, pyrofuses, contactors, isolated gate drivers and insulation monitors. So does a shared regulatory ceiling: 1,500V DC, the upper limit of “low voltage” under IEC and EU rules. The SiC supply base has been reshaped by Wolfspeed’s restructuring, the move to 200mm wafers and aggressive Chinese substrate pricing.
Over the next decade, 800V is set to become the default for new EV platforms and new AI data halls. Solid-state transformers and solid-state breakers should move from pilots to volume, and 2,000V should enter mainstream utility solar. The main uncertainties are the pace of AI infrastructure spending, the persistence of 400V vehicle platforms, and how quickly safety codes and standards catch up with DC distribution at scale.
The power architecture of the electrified economy is being rebuilt around higher DC voltages. 800V/1500V Power Architectures: Global Market 2027–2037 is the first report to analyse this transition as a single market. It covers AI and cloud data centers moving to 800 VDC and ±400 VDC distribution, electric vehicles adopting 800V and 1,000V platforms, megawatt charging for cars and trucks, solar PV and battery storage at 1,500V and moving to 2,000V, and industrial, rail, marine, aviation and off-highway DC systems.
The report sizes and forecasts the market from 2027 to 2037 by application, by DC voltage class (800V, 1,500V and 2,000V), by value-chain layer and by region. The value-chain layers run from power semiconductors and passive components through protection, interconnect and sensing to system integration. A dedicated analysis covers SiC, GaN and silicon power-device demand. Forecasts are built bottom-up from volume drivers: 800V EV sales, gigawatts of 800 VDC data-centre capacity, charging points, and PV and storage deployments. Each is multiplied by its content per unit, and the forecasts are reconciled with Future Markets’ companion reports on AI data centres, power GaN and EV batteries.
The analysis explains the physics and economics of moving up the voltage ladder and the significance of the 1,500V DC regulatory boundary. It also covers the technologies that make high-voltage DC practical: SiC and high-voltage GaN devices, power modules, solid-state transformers, solid-state circuit breakers, DC-link capacitors, contactors, pyrofuses, connectors and insulation monitoring. NVIDIA’s 800 VDC ecosystem, the OCP Mt Diablo specification and China’s HVDC path are examined in detail. So are the 800V EV platform landscape, the Megawatt Charging System and the move to 2,000V solar and storage. Competitive, policy and risk analysis covers M&A and venture funding, export controls, industrial subsidies and supply-chain risk. Bull, bear and disruption scenarios with sensitivity analysis bound the outlook. Seventy-two company profiles cover semiconductor suppliers, component makers, data-centre power-system vendors, EV makers and Tier-1 suppliers, charging and energy-storage companies, and the start-ups defining the next generation of DC power.
Report contents include:
- Market definition and the voltage-class framework (800V, 1,500V, 2,000V)
- The physics and economics of higher-voltage DC: current, copper, losses, insulation and protection
- Enabling technologies: SiC, high-voltage GaN, power modules, solid-state transformers, DC protection, passives, sensing, connectors and energy-storage buffering
- Technology roadmap 2027–2037 and readiness assessment
- AI data centers: NVIDIA 800 VDC, OCP Mt Diablo ±400 VDC, China HVDC, sidecar power racks, content per MW and adoption timeline
- Electric vehicles: 400V versus 800V trade-offs, OEM platform landscape, regional penetration, content per vehicle, SiC traction inverters, commercial vehicles
- Charging infrastructure: 1,000V fast charging, megawatt car charging in China, the Megawatt Charging System for trucks
- Solar PV and battery storage: the 1,500V standard, the move to 2,000V, inverter and BESS platforms, DC-side components
- Industrial DC grids, rail, marine, eVTOL, off-highway equipment, buildings and microgrids
- Standards, regulation and safety, including codes for data centres, vehicles, charging and PV
- Value chain, competitive landscape, M&A, partnerships and start-up funding
- Geopolitics, export controls, industrial policy and a supply-chain risk index
- Regional analysis: China, North America, Europe, Japan and Korea, the rest of Asia-Pacific, and the rest of the world
- Market forecasts 2027–2037 by application, voltage class, value-chain layer, region and power-semiconductor technology
- Volume and content-per-unit forecasts
- Bull, base and bear scenarios, disruption cases and sensitivity analysis
- 72 company profiles including ABB, ABB E-mobility, Alpitronic, AlpSemi, Amber Semiconductor (AmberSemi), Amperesand, Amphenol, Analog Devices, Atom Power, Bender, BorgWarner, Bosch, BYD, CATL, Claros, Coherent Corp, Delta Electronics, Denso, DG Matrix, Eaton, Flex, Fluence Energy, Fuji Electric, GE Vernova, Heron Power, Hitachi Energy, Huawei Digital Power, Hyundai Motor Group, Ideal Power, Infineon Technologies, Innoscience, Kempower, Legrand, LEM, Lite-On Technology, Littelfuse, Lucid Group, Megmeet, Mersen, Mitsubishi Electric, Navitas Semiconductor, NVIDIA and more......Each of the company profiles includes a key-facts panel (founding year, headquarters, headcount, revenue or funding, leadership and listing), a company description, its 800V/1500V products and technology, recent developments from 2025–2026, a product, platform or funding-history table, a Future Markets view of its strategic significance, its key partners and ecosystem, and its website.
Purchasers will receive the following:
- PDF report download/by email.
- Comprehensive Excel spreadsheet of all data including data on all investments & deals segmented by technology, sub-sector, government, region, and company
- Mid-year Update
1 RESEARCH SCOPE AND METHODOLOGY 12
- 1.1 Report scope and definition of "800V/1500V power architectures" 12
- 1.2 Voltage classes, applications and value-chain layers covered 13
- 1.3 Research methodology 15
- 1.4 Forecast model and base-year (2026) calibration 15
- 1.5 Relationship to companion Future Markets reports 16
- 1.6 Assumptions, currency and limitations 18
2 EXECUTIVE SUMMARY 20
- 2.1 Why the electrified economy is moving up the voltage ladder 20
- 2.2 Total market size and forecast, 2026–2037 21
- 2.3 Market by application 22
- 2.4 Market by voltage class 24
- 2.5 Market by value-chain layer 25
- 2.6 Market by region 26
- 2.7 Market drivers 27
- 2.8 Market restraints and challenges 27
- 2.9 Key trends 2027–2037 28
- 2.10 Competitive summary 29
- 2.11 The AI data-centre swing factor 30
- 2.12 Future Markets view: ten predictions for 2027–2037 31
3 FUNDAMENTALS: THE PHYSICS AND ECONOMICS OF HIGHER-VOLTAGE DC 32
- 3.1 Power, current and conduction loss: why voltage matters 32
- 3.2 Why DC: conversion-stage count and end-to-end efficiency 33
- 3.3 The voltage ladder: 48V, 400V, 800V, 1,000V, 1,500V, 2,000V and MVDC 35
- 3.4 The 1,500 V DC low-voltage boundary and why it matters 36
- 3.5 Insulation coordination, creepage, clearance and partial discharge 37
- 3.6 DC arc faults, interruption and protection 39
- 3.7 Matching device voltage classes to bus voltages 40
- 3.8 System cost trade-offs: when moving up the ladder pays 41
4 ENABLING TECHNOLOGIES AND COMPONENT SUPPLY CHAIN 43
- 4.1 Silicon carbide power devices 43
- 4.1.1 Market structure and leading suppliers 43
- 4.1.2 Substrates, 200 mm transition and price erosion 44
- 4.1.3 1200V, 1700V, 2000V and 3.3kV devices 46
- 4.2 Gallium nitride for high-voltage systems 46
- 4.3 Silicon IGBTs and superjunction MOSFETs 48
- 4.4 Power modules and packaging 48
- 4.5 Solid-state transformers 50
- 4.6 DC protection: fuses, pyrofuses, contactors and solid-state breakers 51
- 4.7 Passive components: DC-link capacitors, magnetics and busbars 52
- 4.8 Gate drivers, isolation, sensing and insulation monitoring 53
- 4.9 High-voltage connectors, cables and busways 54
- 4.10 Energy storage buffering: BBUs and supercapacitors 55
- 4.11 Thermal management of high-voltage power electronics 55
- 4.12 Power-semiconductor demand from 800V/1500V systems 56
- 4.13 Technology roadmap 2027–2037 57
5 AI DATA CENTRES: 800 VDC AND ±400 VDC POWER DISTRIBUTION 60
- 5.1 Rack-power trajectory and why 54V distribution breaks 60
- 5.2 The NVIDIA 800 VDC architecture and partner ecosystem 62
- 5.3 OCP Mt Diablo, ±400 VDC and hyperscaler approaches 64
- 5.4 China's HVDC data-centre path 65
- 5.5 The 800 VDC power chain: from grid to GPU 66
- 5.6 Sidecar power racks, power shelves and in-rack conversion 68
- 5.7 Solid-state transformers and the medium-voltage front end 69
- 5.8 Energy storage, power smoothing and backup 71
- 5.9 DC protection, busways and safety 72
- 5.10 Content per megawatt 73
- 5.11 Adoption timeline and forecast 74
- 5.11.1 Comparison with other estimates 77
- 5.11.2 Reconciliation with the Future Markets Power GaN report 77
6 ELECTRIC VEHICLES: 800V AND ABOVE 78
- 6.1 400V versus 800V: the engineering and commercial trade-off 78
- 6.1.1 The 400V holdouts: Tesla and Rivian 79
- 6.2 OEM platform landscape 80
- 6.3 800V penetration by region 82
- 6.4 High-voltage architecture and component content per vehicle 84
- 6.5 SiC traction inverters and e-axles 85
- 6.6 Onboard chargers, DC-DC converters and HV auxiliaries 87
- 6.7 Battery packs, battery disconnect units and HV safety 88
- 6.8 Commercial vehicles, buses and heavy trucks 89
- 6.9 Forecast 89
7 CHARGING INFRASTRUCTURE: 1,000V FAST CHARGING AND MEGAWATT CHARGING 94
- 7.1 Evolution of DC fast-charging voltage and power 94
- 7.2 Megawatt car charging in China 96
- 7.3 The Megawatt Charging System for trucks 97
- 7.4 Charger power electronics, power modules and SiC 99
- 7.5 Forecast 101
8 SOLAR PV AND BATTERY ENERGY STORAGE: 1,500V AND 2,000V 104
- 8.1 The 1,000V-to-1,500V transition in utility PV 104
- 8.1.1 Why the economics worked 104
- 8.1.2 Why it took a decade 105
- 8.2 The move to 2,000V DC 105
- 8.2.1 First projects and products 105
- 8.2.2 Economics of the next step 106
- 8.2.3 Standards and timing 106
- 8.3 PV inverters and the 1,500V string-versus-central debate 107
- 8.3.1 String versus central at 1,500V 107
- 8.3.2 Power semiconductors in the inverter 108
- 8.4 Battery energy storage at 1,500V 109
- 8.4.1 The 1,500V ceiling as a design constraint 109
- 8.4.2 Platforms and PCS 110
- 8.4.3 Safety as a differentiator 111
- 8.5 DC-coupled PV-plus-storage, electrolysers and DC microgrids 111
- 8.5.1 Electrolysers 111
- 8.5.2 Industrial and building DC microgrids 112
- 8.6 DC-side components for 1,500V/2,000V systems 112
- 8.6.1 Protection and switching 112
- 8.6.2 Connectors, harnesses and cables 113
- 8.6.3 Insulation monitoring and power semiconductors 113
- 8.7 Forecast 114
- 8.7.1 Solar PV: volume grows, revenue does not 114
- 8.7.2 Battery energy storage: volume outruns price 116
- 8.7.3 Regional and scenario view 117
9 INDUSTRIAL, TRANSPORT AND EMERGING APPLICATIONS 119
- 9.1 Industrial DC grids and drives 119
- 9.1.1 The German programme: DC-INDUSTRIE to ODCA 119
- 9.1.2 Why 650–750V and not 1,500V 120
- 9.1.3 Alliances, reference sites and equipment vendors 120
- 9.2 Rail and urban transit 121
- 9.2.1 A mature, slowly changing market 122
- 9.3 Marine and offshore DC grids 122
- 9.4 Electric aviation and eVTOL 123
- 9.4.1 What is known about aircraft bus voltages 123
- 9.4.2 Charging standards converge on 1,000V 123
- 9.4.3 Commercial reality 123
- 9.5 Off-highway, mining and agricultural equipment 125
- 9.6 Buildings, DC microgrids and electrolysers 125
- 9.7 Forecast 125
10 STANDARDS, REGULATION AND SAFETY 129
- 10.1 Standards map 129
- 10.2 Data-centre DC standards and codes 130
- 10.3 Automotive high-voltage safety standards 131
- 10.4 Charging standards: CCS, GB/T, ChaoJi, NACS and MCS 132
- 10.5 PV and storage: 1,500V codes and the path to 2,000V 133
- 10.6 Workforce, arc-flash and operational safety 134
11 VALUE CHAIN, BUSINESS MODELS AND COMPETITIVE LANDSCAPE 137
- 11.1 Value-chain map 137
- 11.1.1 Business models 137
- 11.2 Power-semiconductor competitive landscape 139
- 11.2.1 SiC market structure 139
- 11.2.2 Substrates and the 200mm race 140
- 11.2.3 GaN and silicon 140
- 11.3 Power-system vendors: data centre, EV, charging and energy 141
- 11.3.1 Data-centre power: incumbents versus ODMs 141
- 11.3.2 EV, charging and energy 141
- 11.3.3 Components and protection suppliers 142
- 11.4 M&A, partnerships and investment, 2024–2026 142
- 11.4.1 Restructuring in SiC 143
- 11.4.2 Buying MV conversion and storage interfaces 144
- 11.4.3 Partnerships around the 800 VDC ecosystem 144
- 11.5 Start-up landscape and venture funding 144
- 11.6 Competitive positioning 146
12 GEOPOLITICS, SUPPLY SECURITY AND POLICY 149
- 12.1 Export controls, tariffs and trade measures 149
- 12.2 China's domestic SiC build-out and price competition 150
- 12.2.1 Consequences for the market and for Western suppliers 151
- 12.3 Industrial policy and subsidies: US, EU, Japan, Korea and China 151
- 12.4 Critical materials and component bottlenecks 153
- 12.5 Supply-chain risk index 153
13 REGIONAL ANALYSIS 155
- 13.1 China 155
- 13.2 North America 155
- 13.3 Europe 156
- 13.4 Japan and Korea 158
- 13.5 Rest of Asia-Pacific 159
- 13.6 Rest of World 160
- 13.7 Regional summary 161
14 MARKET FORECASTS 2027–2037 163
- 14.1 Forecast methodology recap 163
- 14.2 Total market 163
- 14.3 Forecast by application 165
- 14.4 Forecast by voltage class 167
- 14.5 Forecast by value-chain layer 169
- 14.6 Forecast by region 170
- 14.7 Power-semiconductor content by application 171
- 14.8 Volume forecasts: vehicles, capacity and installations 172
- 14.9 Pricing and content-per-unit trajectories 173
15 SCENARIOS AND SENSITIVITIES 175
- 15.1 Base case 175
- 15.2 Bull case 175
- 15.3 Bear case 175
- 15.4 Disruption cases 175
- 15.5 Sensitivity analysis 175
16 COMPANY PROFILES 182 (72 company profiles)
17 APPENDICES 402
- 17.1 Glossary and abbreviations 402
- 17.2 References and sources 403
List of Tables
- Table 1. Report identity card: segments, voltage classes, geographies, years and companies covered 12
- Table 2. Voltage-class definitions used in this report 14
- Table 3. Value-chain layers and what each includes and excludes 14
- Table 4. Base-year calibration anchors and their sources 16
- Table 5. Reconciliation with companion Future Markets reports 17
- Table 6. Key forecast assumptions by application 18
- Table 7. Global 800V/1500V power architectures market, 2024–2037 (US$M) 21
- Table 8. Market by application, milestone years (US$M) and CAGR 2027–2037 22
- Table 9. Market by voltage class, milestone years (US$M) 24
- Table 10. Market by value-chain layer, milestone years (US$M) 25
- Table 11. Market by region of consumption, milestone years (US$M) 26
- Table 12. Market drivers: mechanism, applications affected and impact horizon 27
- Table 13. Market restraints and challenges: severity and mitigation 27
- Table 14. Competitive summary by value-chain layer: leaders, challengers and entrants 29
- Table 15. Current, conductor size and copper mass to deliver 1 MW at different DC voltages 33
- Table 16. Conversion stages and indicative end-to-end efficiency: AC versus DC architectures 34
- Table 17. The DC voltage ladder: typical buses, applications and drivers 36
- Table 18. Insulation design considerations at 800V and 1,500V 38
- Table 19. Protection challenges: AC versus DC systems 39
- Table 20. Power-device voltage class versus DC bus voltage 40
- Table 21. Leading SiC power-device suppliers: position, capacity and 800V/1500V focus 43
- Table 22. High-voltage GaN approaches and their relevance to 800V/1500V systems 47
- Table 23. Power-module platforms for 800V and 1,500V systems 49
- Table 24. Solid-state transformer developers: approach, ratings, status and funding 50
- Table 25. DC protection and switching devices: ratings, applications and leading suppliers 51
- Table 26. Passive components: impact of 800V/1,500V operation and leading suppliers 53
- Table 27. Power-semiconductor revenue from 800V/1500V systems by technology, 2024–2037 (US$M) 56
- Table 28. Technology readiness by component, 2027, 2032 and 2037 58
- Table 29. AI rack power, busbar current and distribution architecture by generation 61
- Table 30. NVIDIA 800 VDC ecosystem partners by layer and announced role 63
- Table 31. Hyperscaler and OCP high-voltage DC approaches compared 65
- Table 32. Conversion stages in an 800 VDC AI facility: function, devices and suppliers 67
- Table 33. 800 VDC-specific power-chain content per MW of IT load, 2027 and 2037 (US$K/MW) 73
- Table 34. AI and cloud data-centre 800 VDC market: capacity deployed and revenue, 2024–2037 75
- Table 35. 400V versus 800V EV architectures compared 79
- Table 36. 800V+ EV platforms and models by OEM, voltage and launch year 81
- Table 37. 800V-specific HV power-electronics and distribution content per vehicle, 2027 and 2037 (US$) 85
- Table 38. 800V SiC traction-inverter and e-axle suppliers and OEM programmes 86
- Table 39. Electric vehicle 800V+ market: units, content and revenue, 2024–2037 91
- Table 40. Megawatt-class passenger-car charging systems announced, 2025–2026 96
- Table 41. Megawatt Charging System: specifications, standards and deployments 98
- Table 42. Leading DC fast-charger and MCS suppliers 100
- Table 43. Charging infrastructure market: 1,000V-class DC ports, MCS points and revenue, 2024–2037 101
- Table 44. 2,000V DC developments: modules, inverters, devices and standards 106
- Table 45. Leading PV inverter suppliers and 1,500V/2,000V product platforms 108
- Table 46. 1,500V BESS platforms: DC voltage, energy per enclosure and PCS rating 110
- Table 47. 1,500V/2,000V DC-side components and suppliers 113
- Table 48. Solar PV 1,500V/2,000V market: installations and revenue, 2024–2037 116
- Table 49. BESS 1,500V/2,000V market: deployments and revenue, 2024–2037 117
- Table 50. Industrial DC grid initiatives and voltage levels 120
- Table 51. High-voltage architectures in electric aviation programmes 124
- Table 52. Industrial, transport and emerging applications market, 2024–2037 (US$M) 126
- Table 53. Key standards for 800V/1,500V DC systems by application 129
- Table 54. Standards gaps and their expected resolution timeline 135
- Table 55. SiC power-device market share estimates, 2024–2025 139
- Table 56. Leading system vendors by application and their 800V/1500V position 141
- Table 57. Selected M&A, partnerships and investments, 2024–2026 142
- Table 58. Start-ups in 800V/1500V power architectures: focus and funding 144
- Table 59. Government support for SiC, power electronics and HVDC infrastructure by region 151
- Table 60. Supply-chain risk index by value-chain layer 154
- Table 61. Market by region and application, 2037 (US$M) 161
- Table 62. Total market forecast, annual, 2027–2037 (US$M, base case) 164
- Table 63. Market by application, annual, 2027–2037 (US$M) 165
- Table 64. Market by voltage class, annual, 2027–2037 (US$M) 167
- Table 65. Market by value-chain layer, annual, 2027–2037 (US$M) 169
- Table 66. Market by region, annual, 2027–2037 (US$M) 170
- Table 67. Power-semiconductor content by application, milestone years (US$M) 171
- Table 68. Volume drivers: 800V EVs, 800 VDC capacity, charging points, PV and BESS, 2024–2037 172
- Table 69. Content-per-unit and price trajectories by application, 2024–2037 173
- Table 70. Scenario comparison by application, 2032 and 2037 (US$M) 177
- Table 71. Disruption cases: trigger, probability and market effect 178
- Table 72. Companies profiled, by segment 182
- Table 73. Glossary of terms and abbreviations 402
List of Figures
- Figure 1. Scope map: applications by DC voltage class covered in this report 13
- Figure 2. Global 800V/1500V power architectures market by application, 2020–2037 (US$B) 22
- Figure 3. Application share of the market, 2027 versus 2037 (%) 24
- Figure 4. Current and relative I²R conduction loss to deliver 1 MW, by DC bus voltage 32
- Figure 5. The DC voltage ladder across applications 35
- Figure 6. Indicative SiC price trajectory: 1200V MOSFET and 150/200 mm substrate price index, 2020–2037 45
- Figure 7. Power-semiconductor revenue from 800V/1500V systems by technology, 2020–2037 (US$B) 57
- Figure 8. Technology roadmap for 800V/1500V power architectures, 2025–2037 58
- Figure 9. AI rack power and distribution voltage, 2025–2037 (kW per rack) 61
- Figure 10. Legacy AC distribution versus 800 VDC distribution: conversion stages compared 67
- Figure 11. Share of new AI data-centre capacity built on 800 VDC / ±400 VDC distribution, 2025–2037 (%) 75
- Figure 12. AI and cloud data-centre 800 VDC market by value-chain layer, 2026–2037 (US$B) 76
- Figure 13. 800V+ share of global EV sales, 2020–2037 (%) 83
- Figure 14. Simplified 800V EV high-voltage architecture 84
- Figure 15. 800V+ electric vehicle sales, 2020–2037 (million units) 91
- Figure 16. Electric vehicle 800V+ market by value-chain layer, 2026–2037 (US$B) 92
- Figure 17. Average power of new DC fast-charging ports and 1,000V-capable share, 2020–2037 95
- Figure 18. Charging infrastructure market: 1,000V-class DC fast charging versus MCS, 2020–2037 (US$B) 102
- Figure 19. DC architecture of a 1,500V PV-plus-storage plant 110
- Figure 20. Utility and large C&I PV installations by DC voltage class, 2020–2037 (GW) 115
- Figure 21. BESS deployments by DC voltage class, 2020–2037 (GWh) 117
- Figure 22. Industrial, transport and emerging applications market, 2020–2037 (US$B) 127
- Figure 23. The 800V/1500V power-architecture value chain 137
- Figure 24. Competitive positioning: breadth of 800V/1500V portfolio versus exposure to high-growth applications 147
- Figure 25. Market by region of consumption, 2020–2037 (US$B) 162
- Figure 26. Market by application, 2027–2037 (US$B) 166
- Figure 27. Market by voltage class, 2020–2037 (US$B) 168
- Figure 28. Market by value-chain layer, 2037 (share %) 169
- Figure 29. Bull, base and bear scenarios, 2026–2037 (US$B) 178
- Figure 30. Sensitivity of the 2037 market to key assumptions (US$B change versus base case) 180
Purchasers will receive the following:
- PDF report download/by email.
- Comprehensive Excel spreadsheet of all data including data on all investments & deals segmented by technology, sub-sector, government, region, and company
- Mid-year Update