1、Powertrain study 2025 Coming of ageDr.Jrn Neuhausen,Dr.Philipp Rose,Jan-Hendrik BomkeThe next phase in the eMobility transformationAugust 2025August 2025Strategy&Overcoming current headwinds through innovations and improved economics will determine the next phase in eMobility transformationExecutive

2、 summaryAcross the portfolio,multi-energy platforms and PHEVs are regaining importance,but future BEV platforms still lead the way Differentiated BEV platforms will meet diverse customer needs1Innovations in energy densities,powertrain efficiency,and charging speed improve the ease of daily use of e

3、Mobility in particular,the improvement in charging speed(with up to 400km in 10 minutes)and efficiency gains will further drive diffusion2Battery cells to remain the key cost driver for electric powertrains,heavily affected by raw material prices currently-available production capacities lead to low

4、er market prices across suppliers and chemistries3While total cost of ownership parity is reached across most segments today,powertrain cost parity will be reached from 2030 as innovation speeds flatten,the residual values of used BEVs are expected to stabilize4Across regions short-and mid-term fore

5、casts(BEV diffusion demand c.20%in 2025 and 40%in 2030)are slightly reduced long-term,transformation with up to 60%diffusion in 2035 is expected to prevail,resulting in 5 TWh battery demand5Successful BEV transformation in Europe requires continued focus on improving performance within short innovat

6、ion cycles and commercial competitiveness supported by local and independent battery cell production6BEV:Battery Electric Vehicle,PHEV:Plug-in Hybrid Electric VehiclePowertrain study 2025 Coming of age2August 2025August 2025Strategy&Table of contents1Future powertrain portfolio2Technology and produc