Market cap, ratios, CAGR and revenue: company table snapshot as of 30 Oct 2026 (the same figures on every page). Price: snapshot as of 30 Oct 2026. Not investment advice.
Where it fits
The nervous system of the car - low- and high-voltage cabling that physically connects every module, routed as real 3D looms through the body.
Why it matters
EVs carry significantly more and higher-voltage wiring than ICE cars, so harness content per vehicle rises meaningfully with electrification.
Where the value pool sits
Harness makers earn volume-driven, moderate-margin revenue that scales directly with vehicle production, with EV-specific high-voltage harnesses commanding a premium over standard looms.
Key drivers
EV volume growth overall
Rising electronic content per vehicle
High-voltage harness content growing faster than standard wiring
Potential bottlenecks
Copper price volatility feeding directly into harness costs
Design complexity rising with every added electronic module
High-voltage safety and insulation compliance adding cost