Thank you @Donald @dd1474 on the wonderful notes on Shivalik. I will try to simplify the technical aspects in the upcoming days. However the above quote has grabbed my attention. Forward integration to current sensing PCB modules can be done in 2 ways
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You take the OEM requirements on the current sensing modules and then bid with your prototypes, once you get approval the product goes to mass production. You effectively become a Tier 1.
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The other option is that you become a contract manufacturer for a Tier 1 , who based on your capability and pricing is not only buying your shunts , but asking you to fit it inside a PCB module and then send for further assembly. ( This could also be due to complicated and compact shunt design) .
For me point 1 is not too attractive as they would end up competing with their customers like Hella and Conti. Shivalik does not have the technical capability or experience to deal with an OEM directly.
Point 2 is very attractive as they are moving from a shunt design and manufacturer to a shunt system supplier . If they execute this well, one day they might as well have an in house current sensor module. Such position also allows Shivalik to go up the value chain and become more like Issabella Hutte in the current sensing space.
Disc: I have worked in this space in my previous job and hence I am extremely biased.
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