Opportunity · Mobility Components · APAC
Tavara's EV ramp opens power-module design-in opportunities for Mobility Components.
Potential
$60M–$90M by 2029
Attractiveness
72
Strategic fit
78
Confidence
Why now
Tavara committed to a full EV lineup and opened depot-charging procurement.
Strategic fit
Direct fit to power modules and charging hardware.
What could weaken the thesis.
What to investigate further.
What supports this opportunity — and how strongly.
Tavara Motors committed to full EV lineup by 2030.
APAC EV charging hardware market ~$6.1B, ~24% CAGR.
Chargers deployed × ASP