BorgWarner Extends High-Volume Inverter Contracts with European OEM
Event summary
- BorgWarner has extended multiple high-volume inverter programs with a major European OEM, covering both plug-in hybrid and 800V battery-electric vehicle applications.
- The updated designs feature proprietary ASIC technology for hybrids and Viper SiC power switches with dual-sided cooling for EVs.
- Production is planned to start in 2029.
- Isabelle McKenzie, President and General Manager of BorgWarner PowerDrive Systems, highlighted the extensions as a confirmation of BorgWarner's leading position in power electronics.
The big picture
BorgWarner's contract extensions underscore the critical role of power electronics in the transition to electric vehicles. The deal highlights the company's ability to iterate on inverter designs, aligning with OEMs' evolving needs for both hybrid and fully electric platforms. As automotive manufacturers accelerate their EV timelines, BorgWarner's position as a trusted supplier could solidify further, though competition remains intense.
What we're watching
- Technology Leadership
- How BorgWarner's proprietary technologies will maintain competitiveness against emerging power electronics solutions.
- Production Scaling
- The pace at which BorgWarner can ramp up production to meet the 2029 start date for these high-volume programs.
- Customer Dependence
- Whether BorgWarner's reliance on major OEM customers poses risks amid shifting automotive industry dynamics.
Related topics