Supply map

E-bike

US $3.5B Global $25B

Frame: Aluminum shellMotor: BLDC motorBattery: LFP batteryTire: TireControls: E-bike controller

E-bike Medium · Import 87% $1.2K · Q72 80 Aluminum shell Medium · Import 45% $22 · Q70 45 Frame 1/2 − Aluminum Medium · Import 28% $2.4K · Q70 32 + BLDC motor High · Import 92% $70 · Q92 89 Motor 1/2 − Electrical steel High · Import 78% $1.6K · Q70 77 + Copper High · Import 33% $9K · Q60 42 + Neodymium magnet Critical · Import 94% $55K · Q90 95 + LFP battery Critical · Import 95% $32 · Q78 96 Battery 1/3 − LFP cathode Critical · Import 93% $14K · Q75 95 + Graphite anode Critical · Import 97% $8K · Q70 98 + Electrolyte High · Import 91% $11K · Q65 88 + Separator film High · Import 95% $9K · Q70 91 + Aluminum Medium · Import 28% $2.4K · Q70 32 + Tire High · Import 39% $80 · Q70 46 − Synthetic rubber Medium · Import 33% $2.1K · Q50 37 + Carbon black Medium · Import 17% $1.4K · Q50 24 + Steel Low · Import 20% $700 · Q55 21 + E-bike controller High · Import 94% $85 · Q72 90 − Printed circuit boa… High · Import 90% $40 · Q70 87 + Microcontroller Critical · Import 95% $4 · Q40 96 +
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