GM Electric-Vehicle News Is ‘Potentially Disruptive’ for These 4 Suppliers

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• 冨田 有吾

  米国カリフォルニア州弁護士（専門：移民法）

  ・2020年09月18日

  やりたい事はよく分かりますよね。
  
  Ultium Drive brings GM one degree closer to being not only an EV maker but an EV supplier as well. That could be “potentially disruptive” for existing players, according to Deutsche Bank analyst Emmanuel Rosner. Independent powertrain providers, including American Axle & Manufacturing Holdings  (AXL), BorgWarner  (BWA), Magna International  (MGA), and Delphi Technologies  (DLPH), might face new competition down the road