조사회사 : MarketsandMarkets (마켓츠앤마켓츠) 출판년월 : 2024년10월
Future of Electric Powertrain Market – Global Forecast To 2032
전기 파워트레인 시장의 미래 – 통합 유형(통합 및 비통합), 구성 요소(모터, 배터리, BMS, 컨트롤러, PDM, 인버터/컨버터, 차량 충전기), 추진력(BEV, PHEV), 차량 유형(PC 및 LCV) 및 지역 – 2032년 까지의 세계 예측
Future of E-Powertrain Market by integration type (Integrated & Non-integrated), Component (Motor, Battery, BMS, Controller, PDM, Inverter/Converter, On-Board Charger), Propulsion (BEV, PHEV), Vehicle Type (PC & LCV) and Region – Global Forecast to 2032
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Report Overview
The electric powertrain market is projected to grow from 18,181 thousand units in 2024 to 51,288 thousand units by 2032, at a CAGR of 13.8% during the forecast period.
전기 파워트레인 시장은 예측 기간 중 CAGR 13.8%로 2024년 18,181천대에서 2032년까지 51,288천대로 성장할 것으로 예측되고 있습니다.
The market is expected to grow as more consumers and businesses realize the benefits of electric vehicles. With ambitious goals set by all major OEMs for zero-emission vehicles to meet net-zero emissions targets, battery electric vehicles (BEVs) are projected to capture a significant market share. According to IEA, the total number of electric cars on the road is now ~40 million, with sales concentrated mainly in China, Europe, and the United States, which account for 95% of the global market. In 2023, China alone accounted for 60% of global EV sales, while Europe and the US contributed 25% and 10%, respectively. The growing adoption of EVs is due to government incentives, technological advancements, and the need for sustainable transport, fuelling demand for efficient e-powertrain systems. As the EV market matures, increased price competition, regulatory changes, and battery recycling considerations will further shape the e-powertrain landscape.
“Passenger cars segment is estimated to hold the largest market share during the forecast period.”
China leads the global electric passenger car market, driven by strong government support, local manufacturing dominance, and a robust infrastructure. Nearly 70% of EV sales in China involve economy or mid-range models, while the premium ones account for 30%. Electric cars are highly in demand in Germany, France, Norway, Sweden, and the UK through regulations that now aim to have zero emissions by 2035 although targets are likely to be reviewed by 2025. In an expanded global perspective, more than 70% of electric vehicles in use have powertrains integrated with fully integrated systems such as 2-in-1 and 3-in-1 designs. APAC is a place where SUVs always dominate, accounting for 60% of the sales of EVs. This demand drives innovations in battery capacity, types of motor, and power electronics.
Manufacturers are focusing on next-generation Permanent Magnet Synchronous Motors (PMSMs) and 800V high-voltage architectures that will help to better the efficiency, performance, and charging speeds for electric vehicles. Models like the BYD Seal and the Porsche Macan EV should help drive these trends, particularly with the higher adoption of 6-phase motors, especially for autonomous driving. Such technologies will be critical for capturing this nascent demand and furthering the expansion of the market in the coming future.
“E-motors is estimated to be the fastest growing market by 2032.”
E-motors are projected to grow fastest in the electric powertrain market by 2032, driven by the need for higher efficiency and performance. Most of the electric passenger cars which exist today use 60-100 kW motors or PMSMs. For premium models like BMW and Tesla, they are using 100-200 kW motors mainly for high performance and good range.
Mostly EVs today mainly use Permanent Magnet Synchronous Motors (PMSMs) for their efficiency and cost-effectiveness, particularly in mid-range cars. In the future, we will see a shift towards advanced motor types, such as Axial Flux Motors and Permanent Magnet-Assisted Synchronous Reluctance Motors, which offer higher torque, power density, and improved efficiency. Such technologies are in high demand, owing to compact design and minimal usage of rare earth metals.
The cost of e-motors is expected to further decrease as by 2025 with the advancement of high-voltage architectures and integrated motor designs, hereby advancing it toward wider accessibility of EVs. Future e-motors will come in the form of dual-motor configurations for AWD and high performance, designing with a strong emphasis on modularity, energy efficiency, and sustainability.
“Europe is anticipated to be one of the fastest markets over the forecast period.”
As the adoption of EVs has grown significantly, automakers are providing extended ranges and an increased number of models that offer more choices and innovative features, which is why many buyers are now considering electric and hybrid vehicles as their next purchase. Several leading automobile manufacturers have been investing significantly in electric vehicles by the producers of Europe, and subsequently, there is a greater variety of battery electric vehicles arriving in Europe.
In Europe, the EV market is dominated by compact, mid-size, and premium models with battery capacities ranging from 40 kWh to over 100 kWh. Compact and mid-size EVs are available with 40-60 kWh battery capacities and more premium models with 70-100 kWh+ battery capacities. The long-range and performance variants are preferred with higher capacity batteries. The major key OEM for the battery category includes Volkswagen, Tesla, Renault, BMW, and Mercedes-Benz, and more in capacities.
European auto manufacturers are investing in 800V powertrain architectures that support fast charging and efficiency, electric motors more efficient than those available today, and integrated thermal management. Particularly integrated ePowertrains have also become mainstream today because they also can reduce costs and allow for higher scalability. Solid state batteries will yield even bigger leaps forward soon. As automakers ramp up production and diversify their BEV offerings, this momentum drives significant growth in the powertrain market. Increased demand for electric vehicles and advancements in vehicle technology will continue to fuel the development and expansion of powertrain systems, which are essential for EVs’ performance, efficiency, and sustainability.
- By Company Type: Tier 1 – 70%, Tier 2 – 30%.
- By Designation: C Level – 40%, D Level – 35%, and Others – 25%
- By Region: North America – 5%, Europe – 20%, Asia Pacific – 60%, and ROW– 5%
Research Coverage:
The electric powertrain market is segmented by vehicle type (Passenger Cars and Light Commercial Vehicles) and region (Asia Pacific, Europe, and North America). The market study includes technology analysis (E-Motors, Batteries, Thermal/Battery Management, Power Electronics), Supplier Analysis, and Regulatory Framework.
Reasons to buy this report:
The report will provide market leaders and new entrants with information on the closest approximations of the sales numbers for the E-powertrain market and its subsegments. It will also help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies.
The report provides insights on the following pointers:
- Technology Analysis: Insights on current and upcoming technologies, future investments, and critical OEMs and supplier strategies. Covered major electric powertrain components, technological trends such as the Integrated Drive system, and market players providing these.
- Market Landscape by vehicle type (Passenger Cars and Light Commercial Vehicles), by propulsion type (BEV and PHEV), By integration type (Integrated vs. Non-integrated)
- Supplier Analysis: The report analyzes market players, growth strategies, and product offerings of leading players. It also helps stakeholders understand the strategy of the electric powertrain key suppliers and provides information on their recent developments and investments in the market. OEM-wise decarbonization targets are also covered.
- Pricing Analysis: The report consists of pricing analysis for integrated vs. non-integrated drive systems.
Table of Contents
1 INTRODUCTION 21
1.1 MARKET DEFINITION 21
1.2 MARKET SCOPE 21
1.3 RESEARCH METHODOLOGY 22
1.3.1 SECONDARY DATA 23
1.3.1.1 List of secondary sources for estimating vehicle production and sales 24
1.3.1.2 Key secondary research referred for market sizing 25
1.3.1.3 Key data from secondary sources 26
1.3.2 PRIMARY DATA 26
1.3.2.1 List of primary participants 27
1.4 MARKET SIZE ESTIMATION 28
1.4.1 ELECTRIC POWERTRAIN MARKET: BOTTOM-UP APPROACH 28
1.4.2 ELECTRIC POWERTRAIN MARKET: TOP-DOWN APPROACH 29
1.5 MARKET BREAKDOWN AND DATA TRIANGULATION 29
1.6 RESEARCH ASSUMPTIONS 31
1.7 RISK AND IMPACT ANALYSIS 31
1.8 RESEARCH LIMITATIONS 32
2 EXECUTIVE SUMMARY 33
2.1 ICE VS. BEV POWERTRAIN PORTFOLIO MIX 33
2.2 ICE VS. ELECTRIC PASSENGER CARS MARKET, BY PROPULSION 34
2.3 INTEGRATED VS. NON-INTEGRATED ELECTRIC POWERTRAINS 35
2.4 ELECTRIC POWERTRAIN MARKET, BY REGION 36
3 ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE 38
3.1 INTRODUCTION 38
3.2 PASSENGER CARS 40
3.2.1 RISE IN ELECTRIFICATION TARGETS TO DRIVE MARKET 40
3.3 LIGHT COMMERCIAL VEHICLES 42
3.3.1 INCREASE IN EMISSION-FREE SUPPLY CHAIN INDUSTRY TO DRIVE MARKET 42
4 PASSENGER CAR ELECTRIC POWERTRAIN MARKET, BY COMPONENT 44
4.1 INTRODUCTION 44
4.2 MOTORS 47
4.2.1 RISING DEMAND FOR MOTORS IN BEVS TO DRIVE MARKET 47
4.3 BATTERIES 49
4.3.1 ONGOING DEVELOPMENTS IN LITHIUM-ION BATTERIES TO DRIVE DEMAND FOR BATTERIES 49
4.4 BATTERY MANAGEMENT SYSTEMS 51
4.4.1 GROWING PREFERENCE FOR HIGH-PERFORMANCE EVS TO DRIVE DEMAND 51
4.5 CONTROL UNITS 53
4.5.1 INCREASING USE OF MOTORS TO IMPROVE BEV PERFORMANCE TO DRIVE DEMAND 53
4.6 INVERTERS 55
4.6.1 INNOVATIONS IN INVERTERS TO DRIVE MARKET 55
4.7 POWER DISTRIBUTION MODULES 57
4.7.1 NEED FOR SAFETY OF DRIVERS AND PROPER FUNCTIONING OF ELECTRONIC COMPONENTS TO DRIVE MARKET 57
4.8 ON-BOARD CHARGERS 59
4.8.1 NEED FOR SAFE AND EFFECTIVE CHARGING OF BATTERIES TO DRIVE DEMAND 59
5 LCV BEV POWERTRAIN MARKET, BY COMPONENT 62
5.1 INTRODUCTION 62
5.2 MOTORS 63
5.2.1 INCREASE IN DEMAND FOR ENERGY-EFFICIENT MOTORS TO DRIVE MARKET 63
5.3 BATTERIES 64
5.3.1 RISE IN DEMAND FOR LONG-RANGE BATTERIES TO DRIVE MARKET 64
5.4 BATTERY MANAGEMENT SYSTEMS 66
5.4.1 SAFETY RISKS ASSOCIATED WITH BATTERIES TO DRIVE DEMAND 66
5.5 CONTROL UNITS 67
5.5.1 INNOVATIONS IN MOTOR ELECTRONICS TO DRIVE DEMAND 67
5.6 INVERTERS 68
5.6.1 RAPID TECHNOLOGICAL DEVELOPMENTS IN INVERTER TECHNOLOGIES TO DRIVE MARKET 68
5.7 POWER DISTRIBUTION MODULES 69
5.7.1 NEED FOR PROPER MAINTENANCE OF DIFFERENT CONTROL UNITS TO DRIVE DEMAND 69
5.8 ON-BOARD CHARGERS 70
5.8.1 DUAL ROLE OF ONBOARD CHARGERS TO DRIVE MARKET 70
6 ELECTRIC POWERTRAIN REGULATORY FRAMEWORK 72
6.1 SUSTAINABILITY AND NET-CARBON NEUTRALITY TARGETS 72
6.1.1 EUROPE 74
6.1.2 ASIA PACIFIC 75
6.1.3 NORTH AMERICA 76
6.2 OEM ELECTRIFICATION TARGETS AND INVESTMENTS 78
6.2.1 OEMS VS. ELECTRIFICATION TARGETS 78
6.2.2 OEM INVESTMENTS FOR ELECTRIFICATION 79
6.3 ELECTRIC FLEET COMMITMENTS BY LEADING COMPANIES 81
6.4 EMISSION & FUEL ECONOMY NORMS 82
6.4.1 OVERVIEW OF GLOBAL EMISSION STANDARDS 82
6.4.2 EMISSION NORMS IN CRITICAL COUNTRIES 83
6.4.2.1 China 83
6.4.2.1.1 Recent regulations 83
6.4.2.1.2 Upcoming regulations 83
6.4.2.1.2.1 China 7 83
6.4.3 JAPAN 84
6.4.3.1 Upcoming regulations in Japan 85
6.4.3.2 Next phase regulations 86
6.4.4 INDIA 87
6.4.4.1 Upcoming regulations 87
6.4.4.1.1 Recent vs. upcoming emission regulations 88
6.4.5 EUROPE 90
6.4.5.1 Recent regulations 90
6.4.5.2 Upcoming regulations 90
6.4.5.3 Euro 7: Pollutant emission limits 90
6.4.5.4 Recent vs. upcoming emission regulations 91
6.4.5.5 Euro 6 Vs. Euro 7: NOX & PM emission reduction 92
6.4.6 US 92
6.4.6.1 Recent emission regulations 92
6.4.6.1.1 Upcoming regulations 93
6.4.6.1.2 Recent vs. upcoming regulations 94
7 ENERGY PORTFOLIO MIX 95
7.1 PASSENGER CAR ENERGY PORTFOLIO MIX 95
7.1.1 PASSENGER CAR SALES, BY TYPE 95
7.1.2 PASSENGER CAR POWERTRAIN SHARE 96
7.1.3 PASSENGER CAR SALES, BY VEHICLE TYPE (2023 VS. 2030) 97
7.1.4 HATCHBACK 97
7.1.5 SEDANS 97
7.1.6 SUVS 98
7.1.7 MPVS 98
7.1.8 REGION-WISE EV SALE TRENDS 98
7.1.8.1 Asia Pacific 98
7.1.8.2 Passenger Car ICE Vs. EV Share 99
7.1.8.3 China 99
7.1.8.4 India 99
7.1.8.5 Japan 100
7.1.8.6 South Korea 101
7.1.9 EUROPE 101
7.1.9.1 Germany 102
7.1.9.2 France 103
7.1.9.3 Denmark 103
7.1.9.4 Netherlands 104
7.1.9.5 Norway 104
7.1.9.6 Sweden 105
7.1.9.7 UK 105
7.1.10 NORTH AMERICA 105
7.1.10.1 US 106
7.1.10.2 Canada 107
8 MODULARIZATION AND PLATFORM STRATEGIES 108
8.1 VOLKSWAGEN 108
8.1.1 VOLKSWAGEN PLATFORM STRATEGY 109
8.1.2 BMW 111
8.1.2.1 BMW platform strategy 112
8.1.3 STELLANTIS 114
8.1.3.1 Stellantis platform strategy 115
8.1.4 FORD 116
8.1.4.1 Ford platform strategy 117
8.1.5 GENERAL MOTORS 118
8.1.5.1 General Motors platform strategy 119
8.1.6 RENAULT NISSAN MITSUBISHI 120
8.1.6.1 Renault Nissan Mitsubishi platform strategy 120
8.1.7 TOYOTA 121
8.1.7.1 Toyota platform strategy 121
8.1.8 HYUNDAI 122
8.1.8.1 Hyundai platform strategy 123
8.1.9 HONDA MOTOR CO., LTD 123
8.1.9.1 Honda Motor Co., Ltd platform strategy 124
9 TECHNOLOGY ANALYSIS 125
9.1 INTRODUCTION 125
9.2 INTEGRATED ELECTRIC POWERTRAIN SYSTEM 125
9.2.1 4-IN-1 129
9.2.2 5-IN-1 129
9.2.3 6-IN-1 130
9.2.4 8-IN-1 130
9.3 PRICING ANALYSIS FOR INTEGRATED DRIVE SYSTEM 131
9.4 E-MOTORS 133
9.4.1 TECHNOLOGY ROADMAP 133
9.4.1.1 Integrated motor design 135
9.4.1.2 High-voltage architecture 135
9.4.2 FUTURE E-MOTOR TECHNOLOGIES 136
9.4.2.1 Axial flux motors 136
9.4.2.2 SynRM-IPM 136
9.4.2.3 Reduction in use of rare earth materials 137
9.4.3 EV MOTOR EVOLUTION BY 2035 138
9.4.3.1 Power density 138
9.4.3.2 E-motor efficiency 138
9.4.3.3 E-motor cost 139
9.4.3.4 Rare earth material usage (Dy+Te) 139
9.4.3.5 Power of EV powertrain 140
9.4.4 FUTURE INVESTMENTS BY KEY SUPPLIERS 140
9.4.5 KEY STAKEHOLDERS AND SUPPLY STRATEGIES 141
9.5 POWER ELECTRONICS 143
9.5.1 TECHNOLOGY ROADMAP 143
9.5.1.1 Integration of inverter 144
9.5.1.2 Bi-directional charging 144
9.5.1.3 Use of wide-bandgap semiconductors 144
9.5.1.4 Traction inverter system 145
9.5.1.5 Next-gen power distribution unit 145
9.5.1.6 Level 3 charging systems 145
9.5.2 POWER ELECTRONICS EVOLUTION 145
9.5.2.1 Current density of SIC chips 145
9.5.2.2 Current density of IGBT chips 146
9.5.2.3 Power density of power electronics converter 146
9.5.3 FUTURE INVESTMENTS 147
9.5.4 KEY STAKEHOLDERS AND SUPPLY STRATEGIES 148
9.6 BATTERY 149
9.6.1 TECHNOLOGY ROADMAP 149
9.6.1.1 Lithium-ion batteries 150
9.6.1.2 BYD Blade Battery 150
9.6.1.3 Solid-state batteries 150
9.6.1.4 Sodium-ion batteries 150
9.6.1.5 Graphene batteries 151
9.6.1.6 LI-AIR batteries 151
9.6.2 BATTERY EVOLUTION BY 2035 151
9.6.2.1 Battery demand in passenger cars 151
9.6.2.2 Average battery pack cost (USD/KWH) 152
9.6.3 FUTURE INVESTMENTS 152
9.6.4 KEY STAKEHOLDERS AND SUPPLY STRATEGIES 154
9.7 THERMAL MANAGEMENT FOR MOTORS 155
9.7.1 TECHNOLOGY ROADMAP 155
9.7.1.1 Oil spray cooling technology 157
9.7.1.2 Water jacket cooling technology 157
9.7.1.3 Hybrid cooling 157
9.7.1.4 Internal oil cooling 157
9.7.1.5 Multiple-discharge rain manifold 158
9.7.1.6 Glycol-water mixture 158
9.7.2 FUTURE INVESTMENTS 159
9.7.3 KEY STAKEHOLDERS AND SUPPLY STRATEGIES 160
10 COMPANY PROFILES 161
10.1 ROBERT BOSCH GMBH 161
10.1.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 162
10.1.2 RECENT DEVELOPMENTS 163
10.1.3 SUPPLIER ANALYSIS 164
10.1.4 MNM VIEW 165
10.1.4.1 Goals 165
10.1.4.2 Strategic choices 165
10.2 MAGNA INTERNATIONAL INC. 166
10.2.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 167
10.2.2 RECENT DEVELOPMENTS 167
10.2.3 SUPPLIER ANALYSIS 168
10.2.4 MNM VIEW 169
10.2.4.1 Goals 169
10.2.4.2 Strategic choices 169
10.3 BORGWARNER INC. 170
10.3.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 171
10.3.2 RECENT DEVELOPMENTS 172
10.3.3 SUPPLIER ANALYSIS 174
10.3.4 MNM VIEW 174
10.3.4.1 Goals 174
10.3.4.2 Strategic choices 174
10.4 ZF FRIEDRICHSHAFEN AG 176
10.4.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 177
10.4.2 RECENT DEVELOPMENTS 178
10.4.3 SUPPLIER ANALYSIS 180
10.4.4 MNM VIEW 180
10.4.4.1 Goals 180
10.4.4.2 Strategic choices 180
10.5 DENSO CORPORATION 181
10.5.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 183
10.5.2 RECENT DEVELOPMENTS 184
10.5.3 SUPPLIER ANALYSIS 185
10.5.4 MNM VIEW 185
10.5.4.1 Goals 185
10.5.4.2 Strategic choices 185
10.6 VALEO 186
10.6.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 188
10.6.2 RECENT DEVELOPMENTS 189
10.6.3 SUPPLIER ANALYSIS 190
10.6.4 MNM VIEW 191
10.6.4.1 Goals 191
10.6.4.2 Strategic choices 191
10.7 MITSUBISHI ELECTRIC CORPORATION 192
10.7.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 193
10.7.2 RECENT DEVELOPMENTS 194
10.7.3 SUPPLIER ANALYSIS 195
10.7.4 MNM VIEW 195
10.7.4.1 Goals 195
10.7.4.2 Strategic choices 195
10.8 VITESCO TECHNOLOGIES GMBH 196
10.8.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 197
10.8.2 RECENT DEVELOPMENTS 198
10.8.3 SUPPLIER ANALYSIS 199
10.8.4 MNM VIEW 199
10.8.4.1 Goals 199
10.8.4.2 Strategic choices 200
10.9 DANA LIMITED 201
10.9.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 203
10.9.2 RECENT DEVELOPMENTS 204
10.9.3 SUPPLIER ANALYSIS 205
10.9.4 MNM VIEW 205
10.9.4.1 Goals 205
10.9.4.2 Strategic choices 205
10.10 HITACHI ASTEMO, LTD. 206
10.10.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 207
10.10.2 RECENT DEVELOPMENTS 207
10.10.3 SUPPLIER ANALYSIS 208
10.10.4 MNM VIEW 209
10.10.4.1 Goals 209
10.10.4.2 Strategic choices 209
10.11 CATL 210
10.11.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 211
10.11.2 RECENT DEVELOPMENTS 212
10.11.3 SUPPLIER ANALYSIS 213
10.11.4 MNM VIEW 213
10.11.4.1 Goals 213
10.11.4.2 Strategic choices 214
10.12 BYD COMPANY LTD. 215
10.12.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 216
10.12.2 RECENT DEVELOPMENTS 217
10.12.3 MNM VIEW 219
10.12.3.1 Goals 219
10.12.3.2 Strategic choices 219
10.13 LG ENERGY SOLUTION 220
10.13.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 221
10.13.2 RECENT DEVELOPMENTS 221
10.13.3 SUPPLIER ANALYSIS 224
10.13.4 MNM VIEW 224
10.13.4.1 Goals 224
10.13.4.2 Strategic choices 224
10.14 PANASONIC ENERGY CO., LTD. 225
10.14.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 225
10.14.2 RECENT DEVELOPMENTS 226
10.14.3 SUPPLIER ANALYSIS 227
10.14.4 MNM VIEW 227
10.14.4.1 Goals 227
10.14.4.2 Strategic choices 228
10.15 SAMSUNG SDI 229
10.15.1 PRODUCTS/SOLUTIONS/SERVICES OFFERED 230
10.15.2 RECENT DEVELOPMENTS 231
10.15.3 SUPPLIER ANALYSIS 233
10.15.4 MNM VIEW 233
10.15.4.1 Goals 233
10.15.4.2 Strategic choices 233
11 FINAL TAKEAWAYS AND RECOMMENDATION 235
11.1 FINAL TAKEAWAYS 235
11.2 ELECTRIFICATION TARGETS 235
11.3 RISING ADOPTION OF HIGH-VOLTAGE ARCHITECTURE 235
11.4 INTEGRATION OF POWERTRAIN COMPONENTS 236
11.5 EUROPE TO BE FASTEST-GROWING MARKET FOR BEVS 237
12 APPENDIX 238
12.1 DISCUSSION GUIDE 238
12.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 241
12.3 CUSTOMIZATION OPTIONS 243
12.3.1 ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE 243
12.3.1.1 BEV 243
12.3.1.2 HEV/PHEV 243
12.3.1.3 FCEV 243
12.3.2 ELECTRIC POWERTRAIN MARKET, BY TYPE 243
12.3.2.1 BEV powertrain 243
12.3.2.2 Series hybrid powertrain 243
12.3.2.3 Parallel hybrid powertrain 243
12.3.2.4 Series-parallel hybrid powertrain 243
12.4 RELATED REPORTS 244
12.5 AUTHOR DETAILS 245
LIST OF TABLES
TABLE 1 MARKET SCOPE 21
TABLE 2 INCLUSIONS AND EXCLUSIONS 21
TABLE 3 RESEARCH ASSUMPTIONS 31
TABLE 4 RISK AND IMPACT ANALYSIS FOR ELECTRIC POWERTRAIN MARKET 31
TABLE 5 RESEARCH ASSUMPTIONS FOR PHEV AND BEV POWERTRAIN COMPONENTS 32
TABLE 6 ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE,
2020–2023 (THOUSAND UNITS) 39
TABLE 7 ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE,
2024–2032 (THOUSAND UNITS) 39
TABLE 8 ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY PROPULSION,
2020–2023 (THOUSAND UNITS) 40
TABLE 9 ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY PROPULSION,
2024–2032 (THOUSAND UNITS) 40
TABLE 10 ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 41
TABLE 11 ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 41
TABLE 12 ELECTRIC LIGHT COMMERCIAL VEHICLES POWERTRAIN MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 42
TABLE 13 ELECTRIC LIGHT COMMERCIAL VEHICLES POWERTRAIN MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 43
TABLE 14 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY COMPONENT, 2020–2023 (THOUSAND UNITS) 45
TABLE 15 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY COMPONENT, 2024–2032 (THOUSAND UNITS) 46
TABLE 16 PLUG-IN HYBRID ELECTRIC PASSENGER CAR POWERTRAIN MARKET,
BY COMPONENT, 2020–2023 (THOUSAND UNITS) 46
TABLE 17 PLUG-IN HYBRID ELECTRIC PASSENGER CAR POWERTRAIN MARKET,
BY COMPONENT, 2024–2032 (THOUSAND UNITS) 47
TABLE 18 MOTORS: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 48
TABLE 19 MOTORS: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 48
TABLE 20 MOTORS: PHEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 48
TABLE 21 MOTORS: PHEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 48
TABLE 22 BATTERIES: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 50
TABLE 23 BATTERIES: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 50
TABLE 24 BATTERIES: PHEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 50
TABLE 25 BATTERIES: PHEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 50
TABLE 26 BATTERY MANAGEMENT SYSTEMS: BEV POWERTRAIN MARKET,
BY REGION, 2020–2023 (THOUSAND UNITS) 52
TABLE 27 BATTERY MANAGEMENT SYSTEMS: BEV POWERTRAIN MARKET,
BY REGION, 2024–2032 (THOUSAND UNITS) 52
TABLE 28 BATTERY MANAGEMENT SYSTEMS: PHEV POWERTRAIN MARKET,
BY REGION, 2020–2023 (THOUSAND UNITS) 52
TABLE 29 BATTERY MANAGEMENT SYSTEMS: PHEV POWERTRAIN MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 53
TABLE 30 CONTROL UNITS: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 54
TABLE 31 CONTROL UNITS: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 54
TABLE 32 CONTROL UNITS: PHEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 54
TABLE 33 CONTROL UNITS: PHEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 55
TABLE 34 INVERTERS: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 56
TABLE 35 INVERTERS: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 56
TABLE 36 INVERTERS: PHEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 56
TABLE 37 INVERTERS: PHEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 56
TABLE 38 POWER DISTRIBUTION MODULES: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 58
TABLE 39 POWER DISTRIBUTION MODULES: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 58
TABLE 40 POWER DISTRIBUTION MODULES: PHEV POWERTRAIN MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 58
TABLE 41 POWER DISTRIBUTION MODULES: PHEV POWERTRAIN MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 59
TABLE 42 ON-BOARD CHARGERS: BEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 60
TABLE 43 ON-BOARD CHARGERS: BEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 60
TABLE 44 ON-BOARD CHARGERS: PHEV POWERTRAIN MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 60
TABLE 45 ON-BOARD CHARGERS: PHEV POWERTRAIN MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 61
TABLE 46 LCV BEV POWERTRAIN MARKET, BY COMPONENT, 2020–2023 (THOUSAND UNITS) 62
TABLE 47 LCV BEV POWERTRAIN, BY COMPONENT, 2024–2032 (THOUSAND UNITS) 63
TABLE 48 LCV MOTORS MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 64
TABLE 49 LCV MOTORS MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 64
TABLE 50 LCV BATTERIES MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 65
TABLE 51 LCV BATTERIES MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 65
TABLE 52 LCV BATTERY MANAGEMENT SYSTEMS MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 66
TABLE 53 LCV BATTERY MANAGEMENT SYSTEMS MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 66
TABLE 54 LCV CONTROL UNITS MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 67
TABLE 55 LCV CONTROL UNITS MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 67
TABLE 56 LCV INVERTERS MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 68
TABLE 57 LCV INVERTERS MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 68
TABLE 58 LCV POWER DISTRIBUTION MODULES MARKET, BY REGION,
2020–2023 (THOUSAND UNITS) 69
TABLE 59 LCV POWER DISTRIBUTION MODULES MARKET, BY REGION,
2024–2032 (THOUSAND UNITS) 70
TABLE 60 LCV ON-BOARD CHARGERS MARKET, BY REGION, 2020–2023 (THOUSAND UNITS) 70
TABLE 61 LCV ON-BOARD CHARGERS MARKET, BY REGION, 2024–2032 (THOUSAND UNITS) 71
TABLE 62 LIST OF COUNTRIES/STATES WITH TARGETS TO PHASE OUT ICE VEHICLES AND ADOPT ELECTRIC VEHICLES (BEV/FCEV) 73
TABLE 63 EUROPE ZEV TARGETS FOR LIGHT-DUTY VEHICLES 74
TABLE 64 ASIA PACIFIC ZEV TARGETS FOR LIGHT-DUTY VEHICLES 76
TABLE 65 NORTH AMERICAN ZEV TARGETS FOR LIGHT-DUTY VEHICLES 77
TABLE 66 OEM INVESTMENTS FOR ELECTRIFICATION 79
TABLE 67 ELECTRIC FLEET COMMITMENTS BY LEADING COMPANIES 81
TABLE 68 CHINA: RECENT REGULATIONS 83
TABLE 69 EMISSION REGULATION OUTLOOK OF CHINA, 2021–2023 83
TABLE 70 POLLUTANT LIMIT REDUCTION FROM CHINA 5 TO CHINA 6B 84
TABLE 71 VEHICLE FUEL EFFICIENCY STANDARDS 86
TABLE 72 PASSENGER CARS GASOLINE/LPG MOTOR VEHICLES 86
TABLE 73 TRUCKS AND BUSES GASOLINE/LPG MOTOR VEHICLES 86
TABLE 74 PASSENGER CARS DIESEL MOTOR VEHICLES 87
TABLE 75 TRUCKS AND BUSES DIESEL MOTOR VEHICLES 87
TABLE 76 BS7 EMISSIONS 88
TABLE 77 POLLUTANT LIMIT REDUCTION FROM BS VI TO BS VII 88
TABLE 78 POLLUTANT LIMIT REDUCTION FROM BS VI-1 TO BS VI-2 89
TABLE 79 PASSENGER CAR: POLLUTANT LIMIT REDUCTION FROM EURO 6 TO EURO 7 90
TABLE 80 PROPOSED EURO 7 EMISSION LIMITS FOR CATEGORY M1 AND
N2 VEHICLES WITH ICE 90
TABLE 81 GASOLINE LIGHT COMMERCIAL VEHICLE: POLLUTANT LIMIT REDUCTION FROM EURO 6 TO EURO 7 91
TABLE 82 DIESEL LIGHT COMMERCIAL VEHICLE: POLLUTANT LIMIT REDUCTION
FROM EURO 6 TO EURO 7 91
TABLE 83 TIER 3 EMISSION STANDARDS FOR LIGHT-DUTY VEHICLES &
HEAVY-DUTY VEHICLES 92
TABLE 84 TIER 3 FLEET AVERAGE NMOG+NOX FTP STANDARDS (MG/MI) 92
TABLE 85 TIER 3 FLEET AVERAGE NMOG+NOX SFTP STANDARDS 93
TABLE 86 TIER 4 EMISSION STANDARDS PHASE-IN SCHEDULES, PERCENTAGE OF MANUFACTURERS’ FLEET 93
TABLE 87 TIER 4 NMOG+NOX FLEET-AVERAGE EMISSION STANDARDS (MG/MI) 94
TABLE 88 PASSENGER AND LCV CO-EMISSIONS IN US, 2022–2026 94
TABLE 89 VOLKSWAGEN PLATFORMS 108
TABLE 90 VOLKSWAGEN CURRENT AND UPCOMING MODELS AND PLATFORMS USED 110
TABLE 91 BMW PLATFORMS 111
TABLE 92 BMW CURRENT AND UPCOMING MODELS AND PLATFORMS USED 113
TABLE 93 STELLANTIS PLATFORMS 114
TABLE 94 STELLANTIS CURRENT AND UPCOMING MODELS AND PLATFORMS USED 116
TABLE 95 FORD PLATFORMS 116
TABLE 96 FORD’S CURRENT AND UPCOMING MODELS AND PLATFORMS USED 118
TABLE 97 GENERAL MOTORS PLATFORMS 118
TABLE 98 GM CURRENT AND UPCOMING MODELS AND PLATFORMS USED 119
TABLE 99 RENAULT NISSAN MITSUBISHI PLATFORMS 120
TABLE 100 RENAULT NISSAN MITSUBISHI CURRENT AND UPCOMING MODELS AND PLATFORMS USED 121
TABLE 101 TOYOTA PLATFORMS 121
TABLE 102 TOYOTA CURRENT AND UPCOMING MODELS AND PLATFORMS USED 122
TABLE 103 HYUNDAI PLATFORMS 122
TABLE 104 HYUNDAI CURRENT AND UPCOMING MODELS AND PLATFORMS USED 123
TABLE 105 HONDA MOTOR CO., LTD. PLATFORMS 123
TABLE 106 HONDA MOTOR CO., LTD CURRENT AND UPCOMING MODELS
AND PLATFORMS USED 124
TABLE 107 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY INTEGRATION TYPE, 2020–2023 (THOUSAND UNITS) 126
TABLE 108 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY INTEGRATION TYPE, 2024–2032 (THOUSAND UNITS) 126
TABLE 109 ELECTRIC VEHICLE MODELS: 400 V AND 800 V ARCHITECTURE 136
TABLE 110 MOTOR: FUTURE INVESTMENTS BY KEY SUPPLIERS 140
TABLE 111 MOTOR: KEY STAKEHOLDERS AND SUPPLY STRATEGIES 141
TABLE 112 POWER ELECTRONICS: FUTURE INVESTMENT BY KEY SUPPLIERS 147
TABLE 113 POWER ELECTRONICS: KEY STAKEHOLDERS AND SUPPLY STRATEGIES 148
TABLE 114 BATTERY: FUTURE INVESTMENTS BY KEY SUPPLIERS 152
TABLE 115 BATTERY: KEY STAKEHOLDERS AND SUPPLY STRATEGIES 154
TABLE 116 THERMAL MANAGEMENT FOR MOTORS: FUTURE INVESTMENTS
BY KEY SUPPLIERS 159
TABLE 117 THERMAL MANAGEMENT FOR MOTORS: KEY STAKEHOLDERS
AND SUPPLY STRATEGIES 160
TABLE 118 ROBERT BOSCH GMBH: COMPANY OVERVIEW 161
TABLE 119 ROBERT BOSCH GMBH: RECENT DEVELOPMENTS 163
TABLE 120 ROBERT BOSCH GMBH:SUPPLIER ANALYSIS 164
TABLE 121 MAGNA INTERNATIONAL INC.: COMPANY OVERVIEW 166
TABLE 122 MAGNA INTERNATIONAL INC.: RECENT DEVELOPMENTS 167
TABLE 123 MAGNA INTERNATIONAL INC.: SUPPLIER ANALYSIS 168
TABLE 124 BORGWARNER INC.: COMPANY OVERVIEW 170
TABLE 125 BORGWARNER INC.: RECENT DEVELOPMENTS 172
TABLE 126 BORGWARNER INC.: SUPPLIER ANALYSIS 174
TABLE 127 ZF FRIEDRICHSHAFEN AG: COMPANY OVERVIEW 176
TABLE 128 ZF FRIEDRICHSHAFEN AG: RECENT DEVELOPMENTS 178
TABLE 129 ZF FRIEDRICHSHAFEN AG: SUPPLIER ANALYSIS 180
TABLE 130 DENSO CORPORATION: COMPANY OVERVIEW 181
TABLE 131 DENSO CORPORATION: RECENT DEVELOPMENTS 184
TABLE 132 DENSO CORPORATION: SUPPLIER ANALYSIS 185
TABLE 133 VALEO: COMPANY OVERVIEW 186
TABLE 134 VALEO: RECENT DEVELOPMENTS 189
TABLE 135 VALEO: SUPPLIER ANALYSIS 190
TABLE 136 MITSUBISHI ELECTRIC CORPORATION: COMPANY OVERVIEW 192
TABLE 137 MITSUBISHI ELECTRIC CORPORATION: RECENT DEVELOPMENTS 194
TABLE 138 MITSUBISHI ELECTRIC CORPORATION: SUPPLIER ANALYSIS 195
TABLE 139 VITESCO TECHNOLOGIES GMBH: COMPANY OVERVIEW 196
TABLE 140 VITESCO TECHNOLOGIES GMBH: RECENT DEVELOPMENTS 198
TABLE 141 VITESCO TECHNOLOGIES GMBH: SUPPLIER ANALYSIS 199
TABLE 142 DANA LIMITED: COMPANY OVERVIEW 201
TABLE 143 DANA LIMITED: RECENT DEVELOPMENTS 204
TABLE 144 DANA LIMITED: SUPPLIER ANALYSIS 205
TABLE 145 HITACHI ASTEMO, LTD.: COMPANY OVERVIEW 206
TABLE 146 HITACHI ASTEMO, LTD.: RECENT DEVELOPMENTS 207
TABLE 147 HITACHI ASTEMO, LTD.: SUPPLIER ANALYSIS 208
TABLE 148 CATL: COMPANY OVERVIEW 210
TABLE 149 CATL: RECENT DEVELOPMENTS 212
TABLE 150 CATL: UPPLIER ANALYSIS 213
TABLE 151 BYD COMPANY LTD.: COMPANY OVERVIEW 215
TABLE 152 BYD COMPANY LTD.: RECENT DEVELOPMENTS 217
TABLE 153 LG ENERGY SOLUTION: COMPANY OVERVIEW 220
TABLE 154 LG ENERGY SOLUTION: RECENT DEVELOPMENTS 221
TABLE 155 LG ENERGY SOLUTION: SUPPLIER ANALYSIS 224
TABLE 156 PANASONIC ENERGY CO., LTD.: COMPANY OVERVIEW 225
TABLE 157 PANASONIC ENERGY CO., LTD.: RECENT DEVELOPMENTS 226
TABLE 158 PANASONIC ENERGY CO., LTD.: SUPPLIER ANALYSIS 227
TABLE 159 SAMSUNG SDI: COMPANY OVERVIEW 229
TABLE 160 SAMSUNG SDI: RECENT DEVELOPMENTS 231
TABLE 161 SAMSUNG SDI: SUPPLIER ANALYSIS 233
LIST OF FIGURES
FIGURE 1 ELECTRIC POWERTRAIN MARKET SEGMENTATION 22
FIGURE 2 RESEARCH METHODOLOGY MODEL 23
FIGURE 3 BREAKDOWN OF PRIMARY INTERVIEWS 27
FIGURE 4 ELECTRIC POWERTRAIN MARKET: DATA TRIANGULATION 30
FIGURE 5 GLOBAL PASSENGER CAR POWERTRAIN SHARE, 2019–2030 33
FIGURE 6 ELECTRIC PASSENGER CARS MARKET, BY PROPULSION, 2024–2032 34
FIGURE 7 INTEGRATED VS. NON-INTEGRATED ELECTRIC POWERTRAIN MARKET, 2024–2032 35
FIGURE 8 E-POWERTRAIN MARKET, BY REGION, 2023 VS. 2024 VS. 2032 36
FIGURE 9 ELECTRIC POWERTRAIN MARKET, BY VEHICLE TYPE,
2024 VS. 2032 (THOUSAND UNITS) 38
FIGURE 10 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY COMPONENT, 2024 VS. 2032 (THOUSAND UNITS) 44
FIGURE 11 PLUG-IN HYBRID ELECTRIC PASSENGER CAR POWERTRAIN MARKET, BY COMPONENT, 2024 VS. 2032 (THOUSAND UNITS) 45
FIGURE 12 LCV BEV POWERTRAIN MARKET, BY COMPONENT,
2024 VS. 2032 (THOUSAND UNITS) 62
FIGURE 13 CO2 TARGETS FOR PASSENGER CARS IN MAJOR MARKETS 72
FIGURE 14 EUROPE: ZEV TARGETS FOR LIGHT-DUTY VEHICLES IN MAJOR MARKETS 74
FIGURE 15 ASIA PACIFIC: ZEV TARGETS FOR LIGHT-DUTY VEHICLES IN MAJOR MARKETS 75
FIGURE 16 NORTH AMERICA: ZEV TARGETS FOR PASSENGER CARS IN MAJOR MARKETS 76
FIGURE 17 OEMS VS. ELECTRIFICATION TARGETS 78
FIGURE 18 GLOBAL EMISSION STANDARDS, BY COUNTRY 82
FIGURE 19 GASOLINE-FUELED MOTOR VEHICLES 85
FIGURE 20 DIESEL-POWERED MOTOR VEHICLES 85
FIGURE 21 PASSENGER CARS EMISSION REDUCTION 92
FIGURE 22 GLOBAL PASSENGER CAR SALES, BY TYPE, 2023 VS. 2030 95
FIGURE 23 PASSENGER CAR POWERTRAIN SHARE, 2019–2030 96
FIGURE 24 PASSENGER CAR SALES POWERTRAIN PORTFOLIO MIX, 2023 VS. 2030 97
FIGURE 25 HATCHBACK SALES POWERTRAIN PORTFOLIO MIX, 2023 VS. 2030 97
FIGURE 26 SEDAN SALES POWERTRAIN PORTFOLIO MIX, 2023 VS. 2030 97
FIGURE 27 SUV SALES POWERTRAIN PORTFOLIO MIX, 2023 VS. 2030 98
FIGURE 28 MPV SALES POWERTRAIN PORTFOLIO MIX, 2023 VS. 2030 98
FIGURE 29 ASIA PACIFIC: PASSENGER CAR ICE VS. EV SALES SHARE 99
FIGURE 30 CHINA: BEV VS. PHEV SALES 99
FIGURE 31 INDIA: BEV VS. PHEV SALES 99
FIGURE 32 JAPAN: BEV VS. PHEV SALES 100
FIGURE 33 SOUTH KOREA: BEV VS. PHEV SALES 101
FIGURE 34 EUROPE: PASSENGER CAR ICE VS. EV SALES SHARE 102
FIGURE 35 GERMANY: BEV VS. PHEV SALES 102
FIGURE 36 FRANCE: BEV VS. PHEV SALES 103
FIGURE 37 DENMARK: BEV VS. PHEV SALES 103
FIGURE 38 NETHERLANDS: BEV VS. PHEV SALES 104
FIGURE 39 NORWAY: BEV VS. PHEV SALES 104
FIGURE 40 SWEDEN: BEV VS. PHEV SALES 105
FIGURE 41 UK: BEV VS. PHEV SALES 105
FIGURE 42 NORTH AMERICA: PASSENGER CAR ICE VS. EV SALES SHARE 106
FIGURE 43 US: BEV VS. PHEV SALES 106
FIGURE 44 CANADA: BEV VS. PHEV SALES 107
FIGURE 45 VOLKSWAGEN PLATFORM DIFFERENTIATION 109
FIGURE 46 STELLANTIS: PLATFORMS COMPARISON 115
FIGURE 47 BATTERY ELECTRIC PASSENGER CAR POWERTRAIN MARKET,
BY INTEGRATION TYPE, 2024 VS. 2032 (THOUSAND UNITS) 125
FIGURE 48 INTEGRATED E-POWERTRAIN SYSTEM 127
FIGURE 49 BORGWARNER ETVD 3-IN-1 SYSTEM 128
FIGURE 50 DANA 4-IN-1 SYSTEM 129
FIGURE 51 NISSAN 5-IN-1 FOR E-POWER 129
FIGURE 52 VALEO 6-IN-1 EAXLE 130
FIGURE 53 BYD 8-IN-1 ELECTRIC POWERTRAIN SYSTEM 131
FIGURE 54 INTEGRATED VS. NON-INTEGRATED SYSTEM 132
FIGURE 55 TECHNOLOGY TRENDS: E-MOTORS 133
FIGURE 56 TECHNOLOGY ROADMAP OF E-MOTORS 134
FIGURE 57 TECHNOLOGY ROADMAP OF POWER ELECTRONICS 143
FIGURE 58 TECHNOLOGY ROADMAP OF BATTERIES 149
FIGURE 59 TECHNOLOGY ROADMAP OF THERMAL MANAGEMENT FOR MOTORS 156
FIGURE 60 ROBERT BOSCH GMBH: COMPANY SNAPSHOT 162
FIGURE 61 MAGNA INTERNATIONAL INC.: COMPANY SNAPSHOT 166
FIGURE 62 BORGWARNER INC.: COMPANY SNAPSHOT 171
FIGURE 63 ZF FRIEDRICHSHAFEN AG.: COMPANY SNAPSHOT 177
FIGURE 64 DENSO CORPORATION: COMPANY SNAPSHOT 182
FIGURE 65 VALEO: COMPANY SNAPSHOT 187
FIGURE 66 MITSUBISHI ELECTRIC CORPORATION: COMPANY SNAPSHOT 193
FIGURE 67 VITESCO TECHNOLOGIES GMBH: COMPANY SNAPSHOT 197
FIGURE 68 DANA LIMITED: COMPANY SNAPSHOT 202
FIGURE 69 HITACHI ASTEMO, LTD.: COMPANY SNAPSHOT 206
FIGURE 70 CATL: COMPANY SNAPSHOT 211
FIGURE 71 BYD: COMPANY SNAPSHOT 216
FIGURE 72 LG ENERGY SOLUTION: COMPANY SNAPSHOT 220
FIGURE 73 SAMSUNG SDI: COMPANY SNAPSHOT 230
