BorgWarner announced it has secured three new electric‑motor contracts with leading OEMs in China and South Korea. The deals cover the company’s patented S‑winding motor for plug‑in hybrid platforms, an ultra‑short hairpin motor for a three‑speed hybrid transmission, and a stator assembly for a new electric B‑segment SUV program in South Korea.
Production for the Chinese S‑winding motor will begin in February 2027, while the ultra‑short hairpin motor will start production in June 2026. The South Korean stator assembly will enter production in September 2027. The contracts expand BorgWarner’s presence in the rapidly growing Asian electrification market and add new revenue streams to its PowerDrive Systems segment.
The awards align with BorgWarner’s “Charging Forward: 2027” electrification strategy, which targets nearly 50% of total sales from EV products by 2027. By extending its S‑winding technology to hybrid platforms for the first time, the company is positioning itself to capture a larger share of the global electric‑motor supply chain.
Management highlighted the benefits of the advanced winding technologies. “These awards reflect the confidence our customers have in BorgWarner’s quality, localized manufacturing footprint, and engineering capabilities to deliver efficient, scalable motor technologies to support the evolving needs of their hybrid and electric vehicle programs,” said Dr. Stefan Demmerle, Vice President of BorgWarner Inc. and President and General Manager, PowerDrive Systems.
While the contract values and specific OEM names were not disclosed, the deals are expected to strengthen BorgWarner’s competitive position in China and South Korea, where demand for compact, high‑performance motors is accelerating. The company’s recent financial results show a 1.6% increase in full‑year 2025 net sales to $14.3 billion and a 14% rise in adjusted net earnings per diluted share to $4.91, underscoring the company’s ability to generate growth in its electrification portfolio.
Analysts have noted that BorgWarner’s electrification business has been a key driver of its recent earnings performance, with light‑vehicle e‑product sales up 23% in 2025. The new contracts are expected to contribute to the company’s goal of achieving 45% of revenue from electric‑vehicle products by 2030.
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