Ideal Power (IPWR) IAccess Alpha Virtual Best Ideas Fall Investment Conference 2026 summary

Executive overview

• Presented a differentiated, highly patented bidirectional power switch (B-TRAN) targeting solid-state circuit protection and related applications in high voltage DC markets.

• Addressing a multi-billion dollar and growing market, with a sales funnel exceeding $400 million, split between data center, industrial, and automotive sectors.

• B-TRAN offers native bidirectional conduction and blocking, reducing component count, system cost, and improving power density and efficiency compared to traditional solutions.

• Product portfolio includes discrete B-TRAN devices, SymCool modules for higher current, and B-TRAN die for custom integration.

• Holds 105 patents globally, supporting a strong intellectual property position.

Market opportunity and applications

• Static/conducting applications in data centers, industrial, and automotive sectors represent a $3.7B market today, projected to reach $6.5B by 2030.

• Switching applications could double the total addressable market as new solutions are developed.

• Data center adoption is accelerating due to the transition to 800V DC power distribution, driven by industry leaders and the need for faster, more reliable circuit protection.

• B-TRAN is being evaluated for EV contactors, battery disconnect units, and EV charging protection.

Commercialization progress and partnerships

• Released an 800V solid-state circuit breaker (SSCB) reference design kit, now available through Richardson Electronics, enabling customer evaluation and product development.

• Strategic partnerships include ongoing projects with Stellantis for EV applications and a lead Asian customer for HVDC data center infrastructure.

• Delivered prototypes and demonstrated functionality, with customers now conducting internal evaluations.

• Sales funnel has doubled in size since early 2026, with active customer engagements moving toward design-ins and purchase orders.