Supply map

US $1.4B Global $25B

Bicycle with an electric motor that assists pedaling for commuting and errands. US assembly is 13% of supply (87% imported).

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

E-bike Medium · Import 87% $1.2K · Q72 67 Aluminum shell Medium · Import 45% $22 · Q70 35 Frame 1/2 − Aluminum Medium · Import 60% $2.4K · Q70 56 + BLDC motor High · Import 92% $70 · Q92 70 Motor 1/2 − Electrical steel High · Import 78% $1.6K · Q70 76 + Copper High · Import 45% $9K · Q60 54 + Neodymium magnet Critical · Import 94% $55K · Q90 83 + LFP battery Critical · Import 95% $32 · Q78 70 Battery 1/3 − LFP cathode Critical · Import 100% $14K · Q75 75 + Graphite anode Critical · Import 97% $8K · Q70 64 + Electrolyte High · Import 91% $11K · Q65 79 + Separator film High · Import 95% $9K · Q70 76 + Copper High · Import 45% $9K · Q60 54 + Aluminum Medium · Import 60% $2.4K · Q70 56 + Tire High · Import 39% $80 · Q70 48 − Synthetic rubber Medium · Import 33% $2.1K · Q50 43 + Carbon black Medium · Import 17% $1.4K · Q50 30 + Polyester fabric Medium · Import 53% $2.8K · Q50 52 + Steel Low · Import 20% $700 · Q55 38 + E-bike controller High · Import 94% $85 · Q72 71 − Printed circuit boa… High · Import 90% $40 · Q70 76 + Microcontroller Critical · Import 95% $4 · Q40 75 +
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