Good that you bought this up. From what I understand, SSWL, Greaves Cotton, Sterling Tools, seem to have jumped into fray for MCU. My basic understanding is, this is a critical component, in the sense that once a manufacturer zeroes in on a supplier, he will most likely not change it so easily, because he might have to do some degree of customization MCU vis a vis his BMS/Motor etc… All the Indian players are relying on a foreign partnership for what seems like a critical component. There are reports that this might be costing about 10% of the cost for a EV.
Are these estimates reliable ?
If its such a valuable component, any idea who are the suppliers to the current EV players. What would be at stake for the EV manufacturers to change supplier to these new players ?
This aside, perhaps we should have a thread to discuss the EV industry dynamics in details. If you like the idea, kindly take the lead to create a thread.
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