Any thoughts on a potential Tier 1 motor manufacturer?In the PR yesterday Sue mentioned motor manufacturing companies (vs e-Axle) as an example of a type of partner in the section on announcing a new Tier 1 partner. Any thoughts on potential companies?
Most of the motors are manufactuered in house, but the major outsourcing companies according to the graph below look like GM, Rivian, Suzuki, Ford, Geely (China), Tata (India) and Honda. These companies all made less than 25% of their motors in-house in 2021 but it is of course it is a changing landscape eg. GM this year spent $154m on it's Lockport manufacturing facility to make their own electirc motor components for their new Ultium platform.