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BorgWarner Wins Multiple eMotor Business Awards in China

The awards add a first motor program with a global automaker's China joint venture and extend an existing SUV supply relationship.

(Moderate)

Sentiment and the balance of points

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BorgWarner (BWA) has secured three electric motor business awards in China covering range-extended, battery-electric and hybrid vehicle applications. Production is expected to begin between 2027 and 2028.

The awards include its first electric motor program with the China joint venture operations of a global vehicle manufacturer, supplying stator and rotor assemblies for a next-generation range-extended vehicle platform. BorgWarner will also continue supplying main drive motor assemblies for a Chinese new energy vehicle manufacturer's next-generation SUV platforms. A third award covers motor assemblies for an electric drive system supplier, for integration into hybrid propulsion systems across several vehicle programs intended for global markets.

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4 points · 0 major

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Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

  • Moderate pointFirst electric motor program with a global automaker's China joint venture adds a customer relationship.
  • Moderate pointContinued motor assembly supply secured for a Chinese vehicle manufacturer's next-generation SUV platforms.
  • Moderate pointHybrid motor assembly award covers an electric drive supplier serving several vehicle programs intended for global markets.
  • Minor point. Forward-looking: it has not happened yet and may not happen.Production expected between 2027 and 2028 establishes the planned start window for the awarded programs.

Negative

  • None.

Key Figures

Expected production start: 2027–2028 Peak power: 115 kW (up from 100 kW) High-voltage architecture: 715 V +3 more
Expected production start
2027–2028
Awarded programs
Peak power
115 kW (up from 100 kW)
Range-extended vehicle eMotor; prior generation comparison
High-voltage architecture
715 V
Next-generation SUV platform eMotor
Peak power
300 kW
Next-generation SUV platform eMotor
Peak torque
495 Nm
Next-generation SUV platform eMotor
eMotor power
130 kW
Program for an electric drive system supplier

Key Terms

oem, stator, rotor, alternating-current losses
4 terms
oem technical
"original equipment manufacturer (OEM)"
OEM stands for Original Equipment Manufacturer, which is a company that produces parts or components used in the final products made by other companies. For investors, understanding OEMs is important because their performance can impact the supply chain and overall success of major industries, especially those relying on specialized parts. Think of OEMs as the suppliers that provide the building blocks for larger products, like the engine parts for a car.
stator technical
"high-voltage hairpin P1 eMotor stator and rotor assemblies"
The stator is the stationary part of an electric motor, generator, or similar rotary machine that surrounds the rotating shaft (rotor). It typically contains the magnetic core and either windings (coils of wire) or permanent magnets that establish the magnetic field; that field interacts with the rotor to convert electrical energy to mechanical motion or vice versa. The stator does not move; its design and condition (core, windings, insulation, cooling) determine the machine's magnetic field strength, efficiency, and heat-handling limits.
rotor technical
"high-voltage hairpin P1 eMotor stator and rotor assemblies"
The rotor is the rotating part of a machine or device that spins around an axis and converts energy to or from rotational motion. It works together with the stationary part (the stator) — for example in electric motors and generators the rotor carries windings or magnets and produces torque or electrical current, and in turbines the rotor carries blades that extract or impart energy from a fluid flow. Because a rotor must rotate smoothly and withstand centrifugal forces, its design (balance, materials, and mounting) and interaction with the stator determine performance and reliability.
alternating-current losses technical
"low alternating-current losses and high-power density"
Energy lost as heat or other unwanted forms when current that changes direction or magnitude (alternating current, AC) flows through electrical components or materials. These losses include resistive heating that depends on the instantaneous current (often called I²R losses under AC conditions), plus AC-specific mechanisms such as skin effect, proximity effect, eddy‑current losses in conductors or magnetic cores, hysteresis losses in magnetic materials, and dielectric losses in insulators; their magnitude depends on frequency, waveform, material properties and temperature. Alternating-current losses are distinct from direct-current losses because the changing field and frequency-dependent effects create extra loss mechanisms beyond simple steady resistive heating.

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  • Three new business awards span range-extended, battery-electric and hybrid vehicle applications
  • Programs awarded by leading original equipment manufacturers
  • Production expected to begin between 2027 and 2028

AUBURN HILLS, Mich., Oct. 29, 2026 /PRNewswire/ -- BorgWarner has secured multiple eMotor business awards in China for a range of electrified and hybrid vehicle programs. The new business broadens the company's customer base, expands the application of its eMotor technologies and further strengthens BorgWarner's electrified propulsion portfolio in China.

BorgWarner Wins Multiple eMotor Business Awards in China

"We are pleased to establish and expand our eMotor business with customers across China," said Isabelle McKenzie, Vice President of BorgWarner Inc. and President and General Manager, PowerDrive Systems. "The breadth of these programs demonstrates our ability to address diverse application requirements through strong product performance, cost optimization and localized manufacturing. With our established engineering and production footprint in China, we are well positioned to support customers as they develop their next generation of electrified vehicles."

The awards include BorgWarner's first eMotor program with the China joint venture operations of a leading global original equipment manufacturer (OEM). The company will supply its high-voltage hairpin P1 eMotor stator and rotor assemblies for the customer's next-generation range-extended vehicle platform. Delivering 115kW of peak power, up from 100kW in the previous generation, the motor is designed to provide additional power during rapid acceleration while supporting efficient electricity generation during range-extending operation. The eMotor design features an optimized cooling structure and increased efficiency across the operating-range to support overall vehicle efficiency and reliability requirements.

BorgWarner will also continue to supply high-voltage hairpin main drive eMotor stator and rotor assemblies for a leading Chinese new energy vehicle OEM's next-generation SUV platforms. Designed for a 715V high-voltage architecture, the solution delivers 300kW of peak power and 495Nm of peak torque. The customized stator and permanent-magnet rotor assemblies provide the high power and torque density required for demanding traction applications.

In another program, BorgWarner will supply stator and rotor assemblies for a 130kW P2 eMotor to an electric drive system supplier. Featuring BorgWarner's proprietary S-winding technology, the motor uses a continuous-wave winding configuration designed to support compact packaging, low alternating-current losses and high-power density. The eMotor will be integrated into hybrid propulsion systems for several vehicle programs intended for global markets.

 BorgWarner's next generation eMotor products deliver advancements in power output, power density and energy efficiency. Optimized electromagnetic designs and cooling structures increase peak efficiency and extend the high-efficiency operating range, helping reduce vehicle energy consumption across a broader range of operating conditions. BorgWarner's internally developed design and local manufacturing footprint enable fast to market products with consistent quality, and reliable delivery.

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.

Forward-Looking Statements: This press release contains forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact contained or incorporated by reference in this press release that we expect or anticipate will or may occur in the future regarding our business strategy, competitive strengths, goals, expansion and growth of our business and operations, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.

You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: the possibility that our eMotors technology will not achieve its intended benefits; the supply disruptions impacting us or our customers, commodity availability and pricing; conditions in the automotive industry; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; potential future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the uncertainty surrounding global trade policies, including tariffs and export restrictions, and their impacts on the Company, its customers and its suppliers; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transactions; and the other risks discussed in reports that we file with the Securities and Exchange Commission, including in Item 1A, "Risk Factors" in our most recently-filed Annual Report on Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.

 

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SOURCE BorgWarner

FAQ

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What new electric motor business did BorgWarner win in China?

BorgWarner secured three business awards spanning range-extended, battery-electric and hybrid vehicle applications. The customers include a global automaker's China joint venture operations, a Chinese new energy vehicle manufacturer and an electric drive system supplier.

When will production begin for BorgWarner's new China electric motor programs?

Production for the awarded programs is expected to begin between 2027 and 2028.

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