SUPPLIER EYE

Much has been written about battery-electric propulsion's impact on the automotive ecosystem. The level of change moves much past an overhaul to a complete re-imagination. While it can be difficult to categorize different system areas into neat buckets driven by the impact of BEV propulsion, no doubt that there are at least five major systems negatively impacted. Known as “BEV-negative” systems: internal-combustion engines, “traditional” transmissions, driveline systems, fuel and exhaust. They all face significant upheaval from a refocus on alternative systems and carryover of components, when possible, with BEV volumes rising.

Beyond the BEV-negative systems, there is a handful of other system areas significantly impacted as our world changes. Depending on your perspective - and while many may characterize the control/chassis systems of braking, steering and suspension as “BEV-agnostic” systems (still required, though altering significantly) - there are risks and opportunities in these areas as the industry adapts. Let's tackle each from a 30,000-foot perspective.