“Laptops and aircons from different makers might look different outside, but you look inside, the (key) parts are all more or less the same. The gut technologies of EVs are going to become as commoditized or standardized” as these items, Nagamori told an earnings news conference earlier this year. E-axles and batteries will come from a few competitive suppliers, he predicted.
“Nidec brings to the auto industry the tech industry’s approach,” says Daiwa Securities analyst Shiro Sakamaki. “Like cell-phones and laptops, car models are already being redesigned at an increasingly rapid pace, and Nagamori is betting that trend will accelerate and automakers are going to leave the development and manufacturing of technologies such as the e-axle to suppliers.”From iPhones to e-axles: How one Japanese tech firm is pushing into electric vehicles – Japan Today