Hold some shares in Visteon....They manufacture car dashes etc...... this from commentary on Seeking Alpha.. Stock is getting spanked today, along with all the vehicle manufacturers. When they talk of electrifacation sales, they are talking Visteon. Of note is the comments on the BMS.
Higher EV penetration rates around the world, in my opinion, can drive Electrification sales from less than $50 million in 2022 to $600 million in 2026. Management (and I) agree that VC's battery management systems [BMS] will be a driving force behind the expansion of electrification sales, as they present an opportunity for content per vehicle to the tune of $350 to $500. As the next generation of electric vehicles is expected to run on higher voltage electrical systems, I believe that their introduction by OEM customers will be a significant tailwind for BMS products. If we consider the full range of Visteon's electrification offerings, we can extrapolate that the total content per vehicle opportunity for EVs could easily reach between much higher than the $350 to $500 cited above.
GLTA
MC