根据Nidec过去几年的年报，它一直认为，未来汽车电驱动，水平分工会成为主流。
所以，比亚迪和特斯拉不会完全自产，而会开始选择外包，至少部分外包。
根据nidec刚发布不久的年报，它上面对汽车电机业务的描述是这样的。
E-Axle business is expected to become profitable in
FY23 through introducing 2nd generation E-Axle,
whose replacement ratio we target is over 70%, and
reducing the cost of 1st generation.
 The market areas will be shifted from China centric
to global including Europe and North America, and
growth of sales and profits promoted strongly
through supplying traction motors only and other
components in addition to E-Axles.
通过新一代技术降本，减少对中国的依赖，更多获取国际营收，然后就是积极的提供电机零部件而不是完整的电驱动解决方案。
从最后一点可以看出，它提供零部件而不是完整电驱动，是用来应对汽车主机厂的外包战略的。
所以，未来最大的可能，比亚迪，特斯拉也会采取部分外包生产模式，就类似目前芯片行业的fablite。