Client: professional services firm
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Executive Summary
This case study investigates the recent evolution of Original Equipment Manufacturers (OEMs) in their plans and volume projections for electric vehicle (EV) programs. It examines how these plans have changed over the past six months, the sourcing decisions and processes for critical EV components such as e-motors and power electronics, and the associated pricing expectations.
Evolution of OEM Plans in Vehicle Electrification
In the last six months, the landscape of vehicle electrification has undergone significant changes influenced by market demand, regulatory pressures, and technological advancements:
- Accelerated Electrification Timelines
- Investment in Infrastructure
- Sustainability Goals
- Adoption of Modular Platforms
Sourcing Decisions for EV Components
As OEMs ramp up their EV programs, sourcing decisions for critical components like e-motors and power electronics are evolving:
- Supplier Partnerships
- Sourcing Criteria
- Geographical Considerations
Pricing Expectations for EV Components
The pricing landscape for EV components is dynamic and influenced by several factors:
- Current Pricing Trends
- Long-Term Contracts
- Volume Discounts
Conclusion
OEMs are rapidly evolving their plans and volume projections for electric vehicle programs, driven by market demands and regulatory pressures. Strategic sourcing decisions for critical components like e-motors and power electronics are increasingly focused on quality, innovation, and cost-effectiveness. Pricing expectations remain volatile but are expected to stabilize as production scales and long-term partnerships are established.