BorgWarner Secures $800V Drive Module Contract for North American REEV Trucks and SUVs

  • BorgWarner has secured a contract to supply an 800-volt integrated drive module (iDM) and generator module with dual inverter to a major North American OEM for range-extended electric vehicle (REEV) trucks and SUVs.
  • Production of the modules is set to begin in 2029.
  • The iDM features a scalable, two-in-one drive module with an induction e-machine and gearbox, while the generator module includes a permanent magnet electric machine and dual inverter mounted on an internal combustion engine (ICE).
  • BorgWarner's next-generation Viper power module is introduced as part of this contract.

This contract underscores BorgWarner's strategic pivot towards electrification and its ability to integrate advanced propulsion technologies into high-performance vehicles. The deal highlights the growing demand for REEVs in the North American market, particularly for trucks and SUVs, where range extension remains a critical factor. BorgWarner's focus on compact, high-performance solutions positions it as a key player in the evolving automotive landscape.

Execution Risk
How BorgWarner will manage the development and production timeline leading up to the 2029 launch.
Market Dynamics
Whether the demand for REEV trucks and SUVs will sustain BorgWarner's growth in the North American market.
Technological Leadership
The pace at which BorgWarner can innovate and scale its Viper power module technology.