BorgWarner Secures New Transfer Case Business in China, Expanding All-Wheel Drive Growth
Rhea-AI Summary
BorgWarner (NYSE:BWA) announced a new award to supply its torque-on-demand transfer case with mechanical lock (Mlock TOD) for a newly developed, full-size SUV from a Chinese OEM, with start of production planned for the fourth quarter of 2026.
The Mlock TOD combines torque-on-demand four-wheel drive with mechanical lock modes to enhance off-road capability, handling and safety, while improving operating convenience versus traditional part-time four-wheel drive systems. BorgWarner highlighted its 20-year relationship with the customer and its local engineering and manufacturing capabilities in China.
Positive
- New AWD program award supplying Mlock TOD transfer case for a new full-size SUV from a Chinese OEM
- Start of production targeted for fourth quarter of 2026, adding a future drivetrain program
- 20-year customer relationship reinforced through continued supply of AWD technology
- Technology differentiation via torque-on-demand plus mechanical lock for diverse driving conditions
Negative
- None.
News Market Reaction – BWA
In the Jul 27 session, BWA declined 1.10%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
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- Transfer case to be featured on a newly developed, full-size SUV for a Chinese OEM
- Combines torque-on-demand with mechanical lock to balance on-road efficiency and off-road capability
- Supports vehicle competitiveness with proven four-wheel drive technology
"We have built a 20-year relationship with this customer and we're proud to continue supplying our AWD technology for their newest SUV," said Henk Vanthournout, Vice President of BorgWarner Inc. and President and General Manager, Drivetrain and Morse Systems. "The Mlock TOD featured in this program combines torque-on-demand four-wheel drive with mechanical lock modes, helping address a wide range of driving conditions while enhancing off-road capability, handling and safety. As a leader in four-wheel drive technology, BorgWarner will continue to leverage its proven product portfolio and technical expertise to deliver greater value to customers."
Demand in the full-size SUV market continues to grow for vehicles capable of handling diverse driving conditions. Traditional part-time four-wheel drive systems typically require drivers to actively select different drive modes, which can limit ease of operation and adaptability across driving scenarios. By contrast, the Mlock TOD enables more intelligent torque distribution and greater operating convenience, helping full-size SUVs meet both on-road and off-road driving needs.
BorgWarner's Mlock TOD is based on a proven and reliable product design. By supporting the coordinated use of torque-on-demand four-wheel drive and mechanical lock modes, the solution helps improve overall vehicle performance while providing customers with flexible and efficient four-wheel drive solutions for different vehicle platforms. With long-standing expertise in four-wheel drive systems, local engineering and manufacturing capabilities, and a deep understanding of market trends and customer needs, BorgWarner will continue to deliver drivetrain solutions that offer performance, efficiency and reliability.
About BorgWarner
For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.
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SOURCE BorgWarner Inc.