Raws li Automotive Xov Xwm, Tebchaws Asmeskas cov khoom siv tsheb thauj khoom BorgWarner tau tshaj tawm tias nws qhov muag thiab cov txiaj ntsig rau thawj peb lub hlis twg tau nce vim qhov kev thov muaj zog rau nws cov khoom sib xyaw hauv European thiab Suav kev lag luam thiab lub tuam txhab kev ua haujlwm zoo.
Nyob rau hauv lub quarter dhau los, BorgWarner qhov muag yog $ 3.6 billion, nce 6% xyoo-rau-xyoo, nrog cov txiaj ntsig tau nce ze li ntawm 30% mus rau $ 213 lab, tshaj qhov kev cia siab. Kev hloov kho cov txiaj ntsig kev lag luam tau nce mus txog 9.4%, thiab lub tuam txhab tau rov yuav $ 100 lab tus nqi ntawm cov khoom lag luam hauv thawj peb lub hlis twg ntawm lub xyoo no.
Kev thov rau tsheb hybrid tau loj hlob tsis tu ncua hauv Tebchaws Europe thiab Asia, nrog BorgWarner ua tau zoo tshaj qhov kev lag luam tag nrho hauv ob cheeb tsam loj. Hauv North America, lub tuam txhab kev ua tau zoo tau nyob ruaj khov txawm tias qis dua qhov kev cia siab ntawm kev muag khoom ntawm lub tsheb fais fab, raws li kev thov rau cov roj teeb thiab turbochargers offset qhov cuam tshuam.
Vim tias qhov kev thov qis dua li qhov xav tau rau lub tsheb hluav taws xob, North American automakers tau txo kev nqis peev hauv cheeb tsam no, ua rau muaj teeb meem rau BorgWarner lub tswv yim hluav taws xob. CEO Fred Lissalde tau hloov kho raws li kev hloov pauv hauv kev ua lag luam, vam khom ntau ntawm lub tuam txhab kev hloov pauv, suav nrog kev nce peev hauv cov khoom lag luam hybrid hauv North American lag luam. "North American cov neeg siv khoom xav tau cov tsheb hybrid siab heev, thiab peb muaj tag nrho cov hauv paus los txhawb lawv."
Tam sim no, Detroit automakers zoo li General Motors tab tom npaj rov pib nqis peev hauv hybrid tsheb. Lissalde tseem tsis pub leej twg paub txog cov ntsiab lus ntawm kev nug los ntawm cov neeg siv khoom txog cov khoom siv tsheb hybrid, hais tias, "Peb nyob rau theem pib ntawm kev sib tham platforms, thiab ib txwm muaj kev txaus siab rau plug-in hybrid electric tsheb (PHEVs) thoob ntiaj teb. Nws tseem ntxov dhau mus. saib cov lus nug los ntawm qee cov tuam txhab tsheb hauv Asmeskas hauv Asmeskas "
Txawm hais tias muaj qee qhov tsis paub tseeb hauv BorgWarner lub tsheb fais fab kev lag luam hauv North American lag luam, lub tuam txhab tau kos npe rau ob daim ntawv cog lus rau hluav taws xob tsheb nrog cov neeg tsav tsheb txawv teb chaws. BorgWarner tau koom tes nrog XPeng Motors rau ob lub high-voltage hairpin (HVH) lub cev muaj zog ua lag luam kev sib koom tes, siv nyob rau hauv XPeng cov qauv SUV yav tom ntej, suav nrog BorgWarner cov roj txias-txias 800V lub cev muaj zog. Tsis tas li ntawd, BorgWarner yuav qhia txog hluav taws xob torque vectoring thiab disconnect (eTVD) tshuab rau cov tsheb hluav taws xob ntshiab (BEVs) rau Polestar thiab lwm qhov loj European OEM.
Rau tag nrho xyoo 2024, BorgWarner tuav nws qhov kev cia siab ntawm kev muag khoom ntawm $ 14.4 billion thiab $ 14.9 billion, nrog kev ua haujlwm tau txais txiaj ntsig ntawm $ 1.1 billion thiab $ 1.2 billion. Raws li Lissalde, BorgWarner qhov yooj yim nyob rau hauv nws cov khoom yuav luag sib hloov ntawm cov hluav taws xob ntshiab thiab hybrid tsheb, pab txo kev pheej hmoo peev.
