Ideal Power Inc (IPWR)

[electricuniverse]

Regarding the new, more efficient Silicon Carbide mosfets from CREE...

Cree wants to sell these things, so if they prove better than ipwr's next generation bd-igbt from a cost and efficiency standpoint, ipwr can just buy them from cree like everyone else. However, no one else will benefit from the transformerless isolation and the software control of the output...i.e. 50/60 hz, ac or dc, etc. like ipwr has, regardless of how many of these new SiC mosfets they incorporate into their new devices...

If the new bd-igbts work as expected, they will be on par with cree's new mosfet/diode combo, and be cheaper to boot.