1. Supply Chain Implications of Increasingly Integrated EV Drivelines
- Author
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Wen Gao, Claudio Vittori, and Graham Evans
- Subjects
Investment decisions ,Transformational leadership ,Powertrain ,business.industry ,Interim ,Supply chain ,Power electronics ,Automotive industry ,Business ,Original equipment manufacturer ,Industrial organization - Abstract
IHS Markit undertakes component-level research in the automotive industry through a combination of peer-level interviews and discussions with contacts and thought leaders. This is underpinned by their industry leading vehicle and powertrain-level forecasts. The approach generates a unique level of varied and comprehensive insight, which helps drive the business lines and investment decisions of our clients. With the move to electrified powertrain technology, the automotive supply chain is undergoing a transformational shift towards more compact configurations that will liberate interior space in the vehicle. Whilst this ‘end state’ might appear somewhat simplistic and uninspiring, the interim period will generate a huge number of creative technical evolutions. IHS Markit has undertaken component-level research focusing on the extent to which power electronics, transmission and e-motor technology as well as the thermal management will become increasingly integrated, analyzing the approaches of OEMs and interpolating the supply chain dynamics to understand how solutions will evolve with time.
- Published
- 2021
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