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Can’t attend live? Register anyway, and we’ll send you a link to the slides and a video of the webinar when it’s finished.

This session examines the evolution of EV drivetrains – electric drive units, traction motors (rotor and stator), and inverters – and their technology and supply chain through a regional lens.

Experts from Mobility Global compare Europe, North America, and Greater China across integration strategies, materials and manufacturing constraints, power electronics roadmaps, localization, and cost-performance trade-offs that shape competitiveness.

What you’ll learn:

  • EDU Integration Trajectories: Understand where the market is moving to highly integrated EDU architectures (Xin1 systems), and the implications for cost and platform flexibility.
  • Motor Technology Choices and Trade-offs: Compare PMSM, induction, and emerging externally excited current based motor strategies—how rotor/stator design decisions (hairpin vs distributed winding ) drive efficiency, torque density, and manufacturability.
  • Rotor/Stator Supply Chain Reality Check: Identify the key constraints and levers—magnet availability and pricing volatility, and the role of recycling and magnet-free designs in risk mitigation.
  • Inverter Roadmaps and SiC Adoption: Evaluate inverter trends from silicon IGBT to SiC MOSFET—including packaging and high-voltage system alignment.
  • Regional Competitive Dynamics: Map how Europe, North America, and Greater China differ in vertical integration, localization mandates, and supplier ecosystems.

Meet the experts

Kartik Ganesh

Principal Research Analyst, Propulsion Technology and Supply Chain Research, Mobility Global

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Daniel Alejandro Berumen

Senior Research Analyst, Propulsion Technology and Supply Chain Research, Mobility Global

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Vivien Li

Senior Analyst, Electrification Technology Research, Mobility Global