Rob, it is interesting to see that suppliers are using CAE. This is not an environment where the customer just buys parts off the shelf from a number of suppliers and integrates them together.
While Lear may be upbeat about hybrids, I think that the market will be slow in developing.
Good point, Naperlou. I think Lear is in this for the long run. They are developing significant IP in this territory. With much of the hybrid and EV technology, suppliers like Lear may own more of the IP than their OEM customers.
Interesting story, Rob. This is going to be a big area for tier-one suppliers because the electrical architectures in hybrids are so much different than those of our more conventional gas-burning vehicles. Many of the hybrids have high power architectures of 360V or more.
I agree that the plug-in hybrid market will be slower in developing, naperlou. Vehicles such as the Volt have bigger batteries (although not nearly as big as those of pure EVs) and cost will be a bigger issue for those vehicles for awhile. We will see faster growth in mild hybrids and micro-hybrids that use start-stop technology, however.
Yes, this story was surprising to me, Chuck. I didn't realize how much of the hybrid and EV technology IP is not owned by the OEMs. I can understand the financial and technical benefits of shifting electrical power system development to suppliers, but it's odd to think of the OEMs not owning the technology in their cars.
Yes, this story was surprising to me, Chuck. I didn't realize how much of the hybrid and EV technology IP is not owned by the OEMs. I can understand the financial and technical benefits of shifting electrical power system development to suppliers, but it's odd to think of the OEMs not owning the technology in their cars.
There was a time when the automakers owned most of the technology in their vehicles, Rob. In the electronics arena, though, Delphi split from GM and Visteon from Ford, and things began changing.
Charles and Rob, I worked in the Auto Industry for 18 years in various capacities as an Electrical Engineer. What you're seeing is the vision that Automakers focus on new body designs and systems integration of electrical-electronic systems. In reading the article, I recalled an IEEE meeting I attended in Dearborn MI several years back where a Ford Executive stated the days of designing and building ECUs are gone. The key focus for Automakers is in Electrical-Electronic Vehicle simulations. The Ford Executive continued to explain that their Tier 1 Suppliers can take an active role designing and developing electrical-electronic modules in which OEM Auto Engineers will integrate them into their vehicle designs. Yes, times have truly changed gents!
That's right, Chuck. I was surprised just how much of the power system is owned by Lear. This is no longer just a supplier and a customer; the relationship is now a partnership with collaboration on design.
Rob, am eager to know what type of simulation test done by Lear corp. is it something for better mileage or about engine power. These are the two areas, where a of now EVs are lagging.
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