Investor Presentaiton
Believe Foundational Portfolio Positioned for Outgrowth
2027 Estimated Combustion
Content Opportunity
Per Light Vehicle (COPV)
2023 Foundational Sales >$12 Billion
Est. 2027
Global COPV
$548
N.A. COPV
$833
Europe COPV
$496
*Based on BorgWarner Global Market Research
11
Turbocharger
Top 2 Market Position*
Penetration
Opportunity
in North
America
N.A. penetration
of 44%,
compared to
92% in Europe &
69% in China
EGR
#1 Market Position*
Penetration
Opportunity
on Hybrid
Architectures
Efficiency
benefit higher in
hybrids as ICE
operates more
steady state
China COPV
Timing Systems
$507
#1 Market Position*
•
Growth
Opportunity
in PHEV and
REEV
Chain preferred
timing system
on hybrids due
to durability
and strength
AWD
Top 2 Market Position*
Penetration
Opportunity
in Asia and
Longer Tail in
N.A.
China
penetration 6%
compared to
51% in N.A.
BORGWARNERView entire presentation