2021 will be a good year for manufacturers of electrified vehicles and components as countries look to rebound from COVID and electrified vehicle penetration surges. But how does the powertrain architecture vary in Europe vs North America? How will the powertrain architecture in 2025 and 2030 be different to 2020? Which battery types will dominate? How will the bill-of-materials (BOM) change as the market matures? Will the price substantially fall?
Combining our widely used and well-respected truck and bus electrification research with NEW primary research, we have built, for the first time, a highly granular dataset that quantifies the forecast revenue opportunity for electrified powertrain components and how the pricing of the components will change over time. This is the first report of its kind on the market.