Have been thinking about this for sometime from a open range perspective.
ICE has been dominant form for a century for mass market cars and trucks.
The next 2-5 decades will splinter on engine and powertrain,
ICE+ Pure Ev + Hybrids + Hydrogen(some form of it).
No engine format will be dominant. So companies will choose their JV’s and their suppliers.
For eg: Toyata = Bet on Hybrids + Hydrogen
Tesla & BYD – Electric
VW/ Merc / BMW: They are reviewing all options given lack of EV penetration outside China despite Billions of investments and government subsidies.
I honestly believe bet here is companies like Bosch/Magna/select OEM over Engine and Powertrain Suppliers.
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