Yes, all the 3 segments. They are primarily a differential assembly, several types of gears and starter motor producer. They even have global market share in many of the products. Indeed, they have application in all the 3 segments you have mentioned above.
They are using their existing expertise in starter motor manufacturing to transition into EV traction motors and using the expertise in differential assembly and gears to make same products for EVs.
It’s noteworthy to mention that the differential gears and other gears used in EV shall be exclusively designed, as they need to be extremely strong (as compared to ICE) and should have very good weight to strength ratio.
- Extremely strong – Unlike ICE in EVs torque is very high as the whole power from motor is transferred to the underlying transmission system at once. So, the whole transmission assembly is under immense stress.
- Very good weight to strength ratio – More weight in EV leads to less range
Sona BLW is market leader in this technology of making extremely strong forged components that have very good strength to weight ratio. Also, these components are not generally fungible, that means have to be customized to designed exclusively for an OEM. That leads to the industry best margins for this company. IMHO, they are acting as a contract R&D partner and later contract manufacturer.
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