ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs.
The client
Private equity firm
The situation
Uncertainty regarding the long-term impact of alternative e-motor technologies on permanent magnet demand and supply.
ADI’s contributions
E-motor technology deep-dive
ADI benchmarked PSM, IM, and EESM performance, quantifying the system-level cost benefits of high-efficiency magnet motors.
Supply chain risk mapping
Analysis of the rare earth value chain revealed a critical metallization capacity gap outside of Chinese control.
OEM procurement strategy
Primary research through ~20 interviews identified OEM preferences for localized supply and technical support consistency.
Competitive landscape assessment
Evaluation of established and niche magnet producers based on technical know-how, IP access, and manufacturing track records.
Key outcomes
- Validated the long-term preference for permanent magnet motors and secured localized supply chain strategies.
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