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🧵 2. Meanwhile, revenues for electric drivetrains and batteries/fuel cells are projected to rise 245%.

🧵 3. As the supply chain shifts away from traditional parts, the powertrain part supply pie is also shrinking - from 2000 to 20 parts.

🧵 4. Automakers are adopting new manufacturing methods like giga casting to efficiently produce larger vehicle parts.

🧵 5. Both small and large suppliers in the industry are affected. Smaller firms face challenges in pivoting and must get creative to adapt.