Exploring the structure of internal combustion engine and battery electric vehicles: implications for the architecture of the automotive industry
通过对比内燃机汽车和纯电动汽车的技术结构，发现纯电动汽车动力总成更简单但模块化程度略低，这对老牌车企和初创企业有重要战略启示。
Abstract How will the technological shift from internal combustion engine vehicles (ICEVs) to battery electric vehicles (BEVs) change the architecture of the automotive industry? To explore this question, we systematically compare the technological structure of ICEVs and BEVs using data from large incumbent automobile companies and start-ups. While our analysis based on technical descriptions and design structure matrices suggests that the power train of BEVs is structurally simpler compared to the power train of ICEVs, BEVs are slightly less modular than ICEVs. We discusss important strategic implications of this finding for incumbent firms and start-ups.