[Webinar] Propulsion technology and the importance of the supply chain to achieve mainstream BEVs

In this webinar we explore the intricate facets of the electric vehicle market and powertrain technologies. Join us to delve into the realm of eAxle technology, a swiftly advancing domain driven by the imperatives of power density and efficiency. Led by Michael Southcott, Manager of Propulsion Component Research at S&P Global, this session will meticulously dissect the market landscape, focusing on the technical intricacies and emerging trends that define the trajectory of electric vehicles.

Michael will unpack the engineering complexities as he scrutinizes the materials essential to eAxle technology, with a special emphasis on rare earths. His expertise will navigate us through the critical analysis of supply chain dynamics, offering a technical perspective on the challenges and innovations shaping the future of electric vehicles.

Don't miss this opportunity to gain unparalleled insights into the technical foundations of eAxle technology from an industry expert. Secure your spot now for a deep dive into the essential technicalities propelling the electric vehicle evolution.

Date & Time

12 March 2024; 15:30 - 16:30 CET

Speaker

• Michael Southcott, Manager of Propulsion Component Research, S&P Global

Recordings

Presentation (PDF)

You can download the slide deck at the bottom of this page.

Key Messages

• The eAxle market will grow rapidly as EV uptake increases globally, total eAxle production is expected to exceed 85 million units by 2035.
• Power Density and efficiency are two hot topics for electric motor design, with many existing and emerging technologies being explored to improve these.
• Rare earth magnets, whilst the most efficient and expected to remain the motor type of choice, potential supply chain issues moving forward may result in the longer term move away from rare earth motors.
• Larger OEMs are expected to continue the trend of vertical integration; however, around 60 million eAxles are expected to have some supplier involvement in 2035.
• The electric motor, inverter and now increasingly its subcomponents such as rotor and stator are emerging as key targets for the supply chain as volumes increase in the coming years.
• Use cases for EVs will drive differing technical solutions such as cheaper motors for affordable vehicles and eBeam for PUP/Van markets.