Electric Vehicle Motor Manufacturers and Developers: 255 Analysed and Assessed
Critical appraisal of activity, future winners, best acquisition targets .
This critical appraisal of EV motor manufacturing activity will be of interest to all in the EV value chain and those wishing to enter it. In particular, it will be useful to those seeking gaps in the market, acquisitions, investments and best practice. The report is a sister to the IDTechEx publication, "Electric Motors for Electric Vehicles: Land, Water, Air 2020-2030". That report deals with the technology roadmaps and the markets including forecasting in 100 categories.
In contrast "Electric Vehicle Motor Manufacturers and Developers: 255 Analysed and Assessed" deals with the organisations involved, looking closely at the latest situation worldwide for over 250 entities and their future, including electric vehicle manufacturers developing their own motors. Such information has previously been unavailable. The organisations reviewed by country, motor type, customers, recent news and plans break down as follows:
Highlighted in the listings are the above distinctions and the larger players, those likely to achieve $1 billion sales in 2030, those assessed against IDTechEx criteria to be most worth acquiring subject to further checks. We provide warning, praise, future plans and over 40 new original photographs and infograms.
To this end we:
- Appraise a significant number of vehicle manufacturers making at least some of their own motor needs.
- Identify which companies are making technological and marketing advances that can lead to substantial business. That includes startups and vehicle manufacturers making for themselves or in joint ventures.
- Assess which companies have the capabilities and approach that can lead to at least $1 billion in EV motor system sales in the open market in 2030. These are all participating in a substantial manner already and they include those with large EV motor sales and good positioning but also those with more modest sales but strong acquisition programs.
- Examine the prevalence of players by region across the world.
- Reveal the extent to which EV manufacturers often make their own motors, seeing them as key enabling technology.
- Name medium and small EV motor manufacturers and developers that are a good start for investigation by those many organisations seeking acquisitions and providing insights into them that are rarely available on the web. This is based primarily on their participation in technologies gaining market share such as axial flux, PM free synchronous, synchronous reluctance and derivatives, e-axle, in-wheel and/or high voltage but also on marketing aspects. For example, a company in axial flux with no uniques that has been asleep for years in sales terms and is not responding to the voice of the customer is not recommended. We do not establish if companies have satisfactory financials or whether they are available for purchase.
- Establish which are the largest players so far.
- Deduce which applicational and technological sectors are oversupplied and where market niches are appearing.
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TABLE OF CONTENTS
1. EXECUTIVE SUMMARY AND CONCLUSIONS
- 1.1. Scope and purpose of this report
- 1.2. Methodology
- 1.3. Primary conclusions for EV motor and integrated motor companies including integrated versions
- 1.4. Gaps in the market that the best motor manufacturers will enjoy
- 1.5. How motors will enable many advances
- 1.5.1. Future robot shuttle: technology advances beyond robotics
- 1.6. Motors trend to taking more of the vehicle cost: suppliers must respond
- 1.7. Analysis of 255 players
- 1.7.1. Scope of survey
- 1.7.2. Primary technology split
- 1.7.3. Technology subset distribution
- 1.7.4. Large vs small motors
- 1.7.5. Country distribution
- 1.7.6. China
- 2.1. Main families of EV motor
- 2.2. Electric motors overview
- 2.3. Car motor needs get more complex
- 2.4. Here come 48V hybrids needing motor-starter-generators
- 2.5. More companies chasing high power to weight ratio
- 2.6. Proliferation: vehicle has more motors
- 2.7. Few companies make the big motors increasingly needed
- 2.8. Few motor companies follow the trend to higher voltage
- 2.9. Voltage trends for buses and trucks
- 2.10. Material cost trends spell trouble for PM motor manufacturers lacking alternatives
3. PLACE OF OEMS AND TIER ONE SUPPLIERS
- 3.1. Motor manufacturers not keeping up with new requirements
- 3.2. Tier One suppliers must urgently reinvent themselves
- 3.3. Tier One automotive suppliers urgently need new things to do
- 3.4. Motors providing competitive advantage - example
4. ELECTRIC VEHICLE MOTOR MANUFACTURERS AND DEVELOPERS: 255 ANALYSED AND ASSESSED