Truck electrification is creating new supplier positions. Not for everyone.
Your ICE commercial vehicle parts are still shipping today…
Knorr-Bremse has secured a second series production order for its fully electric power steering system in commercial vehicles.
European truckmakers are lobbying the EU to soften CO2 rules. Current law requires a 15% cut by 2025 and 90% by 2040 versus 2019 levels.
The lobby effort may slow the timeline. It will not reverse the direction.
This is not about CO2 targets moving. It is about which components get specified on the next platform.
Three questions worth your time:
Which of your commercial vehicle parts are on an ICE-only system today?
Does any Tier 1 customer have you on their EPS development programme?
If truck OEMs shift faster than expected, what share of your revenue is at risk?
The regulation may flex. The platform decisions will not wait for it.
Are any of your commercial vehicle parts already tied to a next-generation steering or drivetrain programme?
This is the kind of structural shift we help Tier 1 and Tier 2 suppliers navigate before the platform decisions are made.