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To: slacker711 who wrote (10330)3/26/2021 8:28:43 AM
From: slacker7111 Recommendation

Recommended By
Lou Weed

  Respond to of 10712
 
BorgWarner had an investor day. They expect ~30m EV units in 2030. The power electronics component was a huge focus of their talk and they expect sales into EV models to account for 45% of revs in 2030.

cdn.borgwarner.com




To: slacker711 who wrote (10330)3/26/2021 8:33:09 AM
From: slacker7111 Recommendation

Recommended By
OldAIMGuy

  Respond to of 10712
 
Also worth noting that the estimated sales of 1.1m inverter units that BorgWarner is predicting for 2025 would account for 20% of the fully built out capacity of the Mohawk fab.

Cree is going to need a 2nd fab around that time.