EV Traction Motor Stator & Rotor
$0.40 bnAnnual import
25%Indian capability
3,150Supplier concentration (HHI)
₹3,000 crTo localise
Why India imports it. BorgWarner, Nidec, ZF dominate; Sona Comstar, Bosch India ramping.
Why it matters. Traction motor is 15% of EV cost.
Can India localise it? Yes - 3-5 years.
Where it comes from. China (45%), Japan (30%), South Korea (15%).
Scorecard
The ten indices
CMDI 66Dependency
LPI 57Localisation potential
IAI 65Investment attractiveness
SRI 60.25Supply risk
SCI 57Supply-chain complexity
TRI 40.75Technology readiness
IMI 77Industrial multiplier
NSRI 47.75National-security relevance
EPI 65.25Export potential
ICGI 62.5Capability gap
Who makes it
Manufacturers
In India
Sona ComstarBosch India
Global leaders
BorgwarnerNidecZf
On the ground
Localisation projects
- Sona Comstar Rare Earth Magnet Plant
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Battery Materials Processing — Lithium, Cobalt, Nickel and the Cell-Ecosystem Opportunity
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).