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BorgWarner to Deliver eFan System for Global OEM's Heavy-Duty BEV Trucks

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BorgWarner, a global leader in sustainable mobility solutions, has secured a contract to supply its high-voltage eFan system for a major global OEM's heavy- and medium-duty battery electric vehicles (BEVs) in North America. This marks BorgWarner's largest eFan business win in the region, with production starting in Q4 2027. The eFan system, comprising a fan, e-motor, and integrated high-voltage inverter, can reach up to 10 kW power and 40 Nm torque. It offers best-in-class noise, vibration, and harshness (NVH) performance, operates in temperatures from -40°C to 80°C, and supports voltage ranges of 550V-850V. The system's modular design allows for scalability, and its liquid-cooled components ensure long-term reliability.

BorgWarner, un leader globale nelle soluzioni di mobilità sostenibile, ha ottenuto un contratto per fornire il suo sistema eFan ad alta tensione per i veicoli elettrici a batteria (BEV) di ritirata e media di un importante OEM globale in Nord America. Questo rappresenta il più grande successo commerciale di BorgWarner con eFan nella regione, con la produzione che inizia nel quarto trimestre del 2027. Il sistema eFan, composto da una ventola, un motore elettrico e un inverter ad alta tensione integrato, può raggiungere fino a 10 kW di potenza e 40 Nm di coppia. Offre una prestazione NVH di eccellenza, opera in temperature che vanno da -40°C a 80°C e supporta fasce di tensione di 550V-850V. Il design modulare del sistema consente scalabilità e i suoi componenti a raffreddamento liquido garantiscono un'affidabilità a lungo termine.

BorgWarner, un líder global en soluciones de movilidad sostenible, ha asegurado un contrato para suministrar su sistema eFan de alta tensión para vehículos eléctricos de batería (BEV) pesados y de media carga de un importante OEM global en América del Norte. Este es el mayor triunfo comercial de eFan de BorgWarner en la región, con la producción comenzando en el cuarto trimestre de 2027. El sistema eFan, compuesto por un ventilador, un motor eléctrico y un inversor de alta tensión integrado, puede alcanzar hasta 10 kW de potencia y 40 Nm de par. Ofrece un rendimiento NVH de primera clase, opera en temperaturas de -40°C a 80°C y soporta rangos de voltaje de 550V-850V. El diseño modular del sistema permite escalabilidad y sus componentes refrigerados por líquido garantizan una fiabilidad a largo plazo.

보그워너(BorgWarner)는 지속 가능한 이동 수단 솔루션 분야의 글로벌 리더로서 북미의 주요 글로벌 OEM의 중대형 배터리 전기차(BEV)에 고전압 eFan 시스템을 공급하기 위한 계약을 체결했습니다. 이는 보그워너의 최대 eFan 사업 수주로, 생산은 2027년 4분기부터 시작됩니다. 팬, 전기 모터, 통합 고전압 인버터로 구성된 eFan 시스템은 최대 10 kW의 전력과 40 Nm의 토크에 도달할 수 있습니다. 최고 수준의 소음, 진동 및 거친 정도(NVH) 성능을 제공하며, -40°C에서 80°C의 온도에서 작동하고 550V-850V의 전압 범위를 지원합니다. 이 시스템의 모듈형 설계는 확장성을 허용하며, 액체 냉각 부품은 장기적인 신뢰성을 보장합니다.

BorgWarner, un leader mondial des solutions de mobilité durable, a remporté un contrat pour fournir son système eFan haute tension pour les véhicules électriques à batterie (BEV) lourds et moyens d'un important OEM mondial en Amérique du Nord. Cela représente la plus grande victoire commerciale de BorgWarner avec eFan dans la région, avec un début de production prévu au quatrième trimestre 2027. Le système eFan, composé d'un ventilateur, d'un moteur électrique et d'un onduleur haute tension intégré, peut atteindre jusqu'à 10 kW de puissance et 40 Nm de couple. Il offre des performances NVH de premier ordre, fonctionne dans une plage de températures de -40 °C à 80 °C et supporte des plages de tension de 550V à 850V. La conception modulaire du système permet l'évolutivité, et ses composants refroidis par liquide assurent une fiabilité à long terme.

BorgWarner, ein globaler Marktführer im Bereich nachhaltiger Mobilitätslösungen, hat einen Vertrag zur Lieferung seines Hochvoltantriebs eFan-System für die batterieelektrischen Fahrzeuge (BEVs) eines bedeutenden globalen OEM im Bereich der schweren und mittleren Nutzfahrzeuge in Nordamerika gesichert. Dies markiert den größten geschäftlichen Erfolg von BorgWarner im Bereich eFan in der Region, mit Produktionsbeginn im vierten Quartal 2027. Das eFan-System, das einen Ventilator, einen Elektromotor und einen integrierten Hochspannungswechselrichter umfasst, kann bis zu 10 kW Leistung und 40 Nm Drehmoment erreichen. Es bietet erstklassige Geräusch-, Vibrations- und Rauigkeits (NVH) Leistung, funktioniert bei Temperaturen von -40 °C bis 80 °C und unterstützt Spannungsbereiche von 550 V bis 850 V. Das modulare Design des Systems ermöglicht Skalierbarkeit und seine flüssigkeitsgekühlten Komponenten gewährleisten eine langfristige Zuverlässigkeit.

Positive
  • Secured largest eFan contract in North America for heavy- and medium-duty BEVs
  • eFan system capable of 10 kW power and 40 Nm torque
  • Modular design allows scalability to meet specific customer requirements
  • Best-in-class noise, vibration, and harshness (NVH) performance
  • Wide operating temperature range (-40°C to 80°C) and voltage compatibility (550V-850V)
  • Liquid-cooled components for enhanced reliability and long-term operation
Negative
  • Production start not until Q4 2027, potentially delaying revenue realization

Insights

BorgWarner's new contract for its high-voltage eFan system marks a significant milestone in the company's expansion into the electric vehicle (EV) market, particularly in the heavy-duty truck segment. This deal, being their largest eFan business win in North America, signals a growing demand for advanced thermal management solutions in commercial EVs.

The eFan system's specifications are impressive, with power output reaching 10 kW and torque up to 40 Nm. These figures suggest robust performance capabilities, important for managing the thermal needs of large electric trucks. The system's wide operating temperature range (-40°C to 80°C) demonstrates its versatility and reliability in diverse climate conditions, a critical factor for long-haul trucking.

What's particularly noteworthy is the system's modular design and scalability. This flexibility allows OEMs to customize the eFan to their specific needs, potentially reducing development costs and time-to-market. The voltage range compatibility (550V-850V) further enhances its adaptability across various electric vehicle platforms.

The focus on noise reduction, with full performance at speeds below 3,000 RPM, addresses a key concern in urban environments and could give BorgWarner's customers an edge in meeting increasingly stringent noise regulations.

From an investor's perspective, this contract positions BorgWarner strongly in the rapidly growing electric commercial vehicle market. It demonstrates the company's ability to innovate and secure significant contracts in a highly competitive field, potentially leading to increased market share and revenue growth in the coming years.

This contract win for BorgWarner is a positive development that could significantly impact the company's financial outlook. While specific financial terms weren't disclosed, the scale of the deal - described as the largest eFan business win in North America - suggests it could materially contribute to BorgWarner's revenue stream starting from Q4 2027.

The timing of this contract aligns well with projected growth in the electric commercial vehicle market. With production slated to begin in late 2027, BorgWarner is positioning itself to capitalize on the expected acceleration in EV adoption in the trucking industry. This foresight could translate into sustained long-term revenue growth.

Investors should note the potential for margin expansion. The eFan system's modular design and scalability could lead to economies of scale as production ramps up. Additionally, the liquid-cooling feature for long-term reliability may reduce warranty costs and enhance customer satisfaction, potentially leading to repeat business and a stronger market position.

The contract also demonstrates BorgWarner's successful pivot towards electrification technologies. This diversification strategy helps mitigate risks associated with the decline of traditional internal combustion engine components, which have been the company's historical strength.

However, it's important to consider that the automotive supply chain can be volatile and the long lead time until production starts in 2027 introduces some uncertainty. Investors should monitor the company's execution on this contract and any potential shifts in the EV market landscape that could impact demand.

Overall, this win strengthens BorgWarner's position in the EV supply chain and could contribute positively to its financial performance in the long term, assuming successful execution and stable market conditions.

  • Marks the company's largest eFan business win in North America
  • eFan can reach up to 10 kW power and 40 Nm torque
  • System's e-motor and power electronics are liquid cooled for long-term reliability

AUBURN HILLS, Mich., July 31, 2024 /PRNewswire/ -- BorgWarner, a global product leader in delivering innovative and sustainable mobility solutions, has secured a contract to deliver its high-voltage eFan system for use on a major global OEM's series of heavy- and medium-duty battery electric vehicles (BEVs) in North America. The contract marks BorgWarner's largest eFan business win in North America, with start of production slated for Q4 2027.

BorgWarner's eFan system is comprised of three components, including a fan, e-motor and integrated high-voltage inverter and has the capacity to reach up to 10 kW power and 40 Nm torque. With options for low- and high-power segments, the system is designed to accommodate a wide range of operating temperatures spanning from minus 40 degrees Celsius up to 80 degrees Celsius. The modular design of the system allows customers to scale components of the eFan to meet their specific requirements and standards.

Additionally, BorgWarner's eFan system offers best-in-class noise, vibration and harshness (NVH) performance. The fan geometry is optimized to offer full performance at speeds less than 3,000 RPM. This reduces overall noise, especially for sensitive vehicle scenarios like battery charging.

"As the industry continues to put a heavy focus on reducing emissions, the need for high performing power electronic components is essential," said Dr. Volker Weng, Vice President of BorgWarner Inc. and President and General Manager, Turbos and Thermal Technologies. "Our sophisticated and efficient eFan system has the scalability to meet specific customer requirements, with a wide voltage range and liquid-cooling for long-term reliability. I'm proud of our team for growing our relationship with this global OEM by winning this business and providing yet another solution that enables a more sustainable future."

The eFan system supports voltage ranges from 550V-850V, guaranteeing compatibility across a wide variety of high-voltage commercial vehicle electric systems. A key feature of the technology is that the e-motor and power electronics within the eFan are liquid-cooled for compactness and robustness, promoting reliability in long-term operation.

BorgWarner's eFan portfolio offers solutions that meet the needs of a variety of different heavy-duty commercial vehicle applications, including both BEVs and fuel cell electric vehicles. For high-power segment applications, its eFan systems are capable of up to 40 kW and 160 Nm. Customers can also tailor interfaces and connectors and choose to use specific system parts, such as external or integrated inverters and open or ring fans.

About BorgWarner
For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all. 

Forward-Looking Statements: This press release may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact, contained in this press release regarding matters that we expect or anticipate will or may occur in the future regarding our financial position, business strategy and measures to implement that strategy, including changes to operations, competitive strengths, goals, expansion and growth of our business and operations, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected, or implied in or by the forward-looking statements.

You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include supply disruptions impacting us or our customers, commodity availability and pricing, and an inability to achieve expected levels of recoverability in commercial negotiations with customers concerning these costs; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, particularly as they relate to electric vehicles, and our ability to innovate in response; the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth; potential disruptions in the global economy caused by wars or other geopolitical conflicts; the ability to identify targets and consummate acquisitions on acceptable terms; failure to realize the expected benefits of acquisitions on a timely basis; the possibility that our 2023 tax-free spin-off of our former Fuel Systems and Aftermarket segments into a separate publicly traded company will not achieve its intended benefits; the failure to promptly and effectively integrate acquired businesses; the potential for unknown or inestimable liabilities relating to the acquired businesses; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; impacts from any potential future acquisition or disposition transactions; and the other risks noted in reports that we file with the SEC, including Item 1A, "Risk Factors," in our most recently filed Annual Report on Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this press release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.

 

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SOURCE BorgWarner

FAQ

What is the power output of BorgWarner's eFan system for heavy-duty BEV trucks?

BorgWarner's eFan system for heavy-duty BEV trucks can reach up to 10 kW power and 40 Nm torque.

When will BorgWarner (BWA) start production of the eFan system for the global OEM?

BorgWarner (BWA) is scheduled to start production of the eFan system for the global OEM in Q4 2027.

What is the operating temperature range of BorgWarner's eFan system?

BorgWarner's eFan system is designed to operate in temperatures ranging from -40 degrees Celsius to 80 degrees Celsius.

What voltage range does BorgWarner's eFan system support for commercial vehicle electric systems?

BorgWarner's eFan system supports voltage ranges from 550V to 850V for commercial vehicle electric systems.

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