So longevity of the designs are more than 15 years as a typical vehicle platform exists for 10-15 years. What changes are shapes and sizes of the shunt resistor based on battery pack design / power requirements / environmental factors etc.
ISA have 500-600 SKUs of shunt design. They used to patent this design at a discussion stage which became extremely inconvinient for the OEMs whenever they need to do slight modification or change the source. That is where new players like SBCL become extremely important from IP perspective.
Another thing to note is whenever a new shunt order or a design modification order comes, SBCL charges a tooling cost on that prototyping. Sometimes same OEM gives the order to multiple tier 1 and the tier 1 sends the same order to a few player. I came across an interesting instance where SBCL got the same prototyping order from 3 different Tier 1s.
The design, to approval to large volume delivery takes around 2-3 years as there are rigorous lifetime tests done on the components.
@Donald da, The module part is still unclear to me on whether they would become a full fleged module supplier. But it seems that the company is taking early steps towards becoming atleast a contract manufacturer for module components. Studying Tier 1s design freeze are a bit complicated at these stage as the SKUs would be even larger and there are no public information of it. These are custom tuned to the product’s requirment.
On the results with the US election and hopefully a significant policy push towards electrification, I feel that we will see good demand coming through in next 2-3 years.
Disc : I belong to this industry and significantly biased.
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