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EV powertrains set to disrupt auto industry's pecking order

New supply chain battlefield emerges as automakers' grip on development weakens

A electric vehicle from China's GAC Group takes the stage at the Auto Shanghai show in April. China is both a production base and a market for core EV components.   © Reuters

TOKYO -- Electric-vehicle makers including Hyundai Motor and Stellantis have begun to look beyond their own development teams for powertrain systems -- the throbbing heart that makes EVs go -- in a trend that could reshape decades-old automotive supply chains.

EV powertrains, called e-axles, combine motors, gearboxes and other drive components into one system that plays a determining role in a vehicle's range and performance.

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