Yamaha buys Brose E-bike unit

[big_scot_nanny]

Not sure where to post this, for Yamaha (e.g. Giant), and Specialised users, this seems like pretty interesting news:

Yamaha Motor Acquires German Automotive Parts Manufacturer's e-Kit Business Subsidiary - Establishing a new company in key market of Europe to expand business - - News releases | Yamaha Motor Co., Ltd.

global.yamaha-motor.com

 

[whitymon]

I am not sure this is a great news for customers, not sure it changes anything except for warranty?

In any case, incoming brose motor without belt is not really a great product per say, not coming out today. Point is that this might have been a juicy contract with specialized for sure when selling the branch to Yamaha.

Apart from that tight partnership with Specialized, I would have failed to see any reason to buy it. Especially also with all the teased new motors from China.

 

[DylanJM]

Yamaha Motor acquires Brose’s bicycle eKit business unit | BikeBiz

Brose - the Coburg, Germany-headquartered business that is the exclusive provider of e-bike motors for…

bikebiz.com

Industry insights​

Sharing details via LinkedIn, Phillip M Lucas observes:

“Brose is projecting a €53M loss in 2024, with turnover slipping €200M across the whole entity at €7.7B. A major restructuring is underway—700 jobs cut, operations streamlined; a retreat back to core automotive activities is in play. Despite producing over two million e-bike drives and building a solid name in the space, the cycling division simply didn’t fit in their survival plan, and cycling’s momentary lull made it ripe for the cutting board.

Enter Yamaha.

“In 2023, Yamaha posted ¥2.4 trillion in revenue (approx. €15B), with operating income up 11.5%—record results. Their background? Not cars, but two wheels. Motorcycles, scooters, and yes—e-bikes. Yamaha has been in the pedal-assist development game since the 80s, culminating in the 1993 PAS eBike (Pedal Assist System, targeted on elderly mobility). This Brose acquisition fits naturally into their ecosystem and will allow them to lift their position compared to their fellow Japanese competitors, Shimano (whose eBike grass likely seemed enviably greener to Yamaha’s management)…”

Lucas further adds: “Strategically, this acquisition represents a wise move to strengthen Yamaha’s presence in the critical EU eBike market, where they hold just a 5% share. Despite its early pioneering role, the brand has struggled to gain European traction with many strong competitors. This move strengthens Yamahas product offering and adds Brose’s established ~7% share and brand to compete against Bosch (~40%?), Shimano(~20%?) Bafang (~15%?) and more. Yamaha’s recent opening of a plant in France underscores their awareness that the EU is a must-have marketplace for eBike motor manufacturers. ”

 

[irie]

Brose repositions itself

Due to the current call-off figures, the Brose Group will not achieve its targets this year either. The forecast turnover of 7.7 billion euros is seven percent below plan and thr

www.brose.com

 

[JP-NZ]

Its a big win for Yamaha and will allow them to compete better with Bosch

 

[El Grifo]

Love my Brose Motor.
Swift and Silent

 

[Streddaz]

Not sure where to post this, for Yamaha (e.g. Giant), and Specialised users, this seems like pretty interesting news:

Yamaha Motor Acquires German Automotive Parts Manufacturer's e-Kit Business Subsidiary - Establishing a new company in key market of Europe to expand business - - News releases | Yamaha Motor Co., Ltd.

global.yamaha-motor.com

Yes, it's an interesting acquisition. I wonder what Yamaha will do with the Brose system.

 

[El Grifo]

Hope they do not feck it up !

 

[luna87824]

One good thing about Yamaha is, they make their motor parts available so they can be repaired. Maybe that will carry over to the Brose motors!

 

[Streddaz]

Hope they do not feck it up !

I am interested to see what Specialized do, as they are heavily invested with the Brose system.

 

[Mabman]

I am interested to see what Specialized do, as they are heavily invested with the Brose system.

Tomorrow will tell but it probably has something to do with this?




Which may or may not be made by Brose?

 

[Bndit]

Tomorrow will tell but it probably has something to do with this?

Tomorrow will tell but it probably has something to do with this?

View attachment 157849


Which may or may not be made by Brose?

What do you mean? Everybody knows it`s Brose.

 

[Streddaz]

Tomorrow will tell but it probably has something to do with this?

View attachment 157849


Which may or may not be made by Brose?

That's still a Brose motor (albeit a new design) and would have been in development well before the Yamaha acquisition.

 

[Mabman]

That's still a Brose motor (albeit a new design) and would have been in development well before the Yamaha acquisition.

Yeah I saw that and don't wager to know what it means in regards to this thread and for the future of Brose motors under the Yamaha banner. I just know that here in the states I'm glad I have a bike I can live with for now and the foreseeable future.

 

[El Grifo]

Yeah I saw that and don't wager to know what it means in regards to this thread and for the future of Brose motors under the Yamaha banner. I just know that here in the states I'm glad I have a bike I can live with for now and the foreseeable future.

Will you still be able to afford an EMTB when trump is finished wrecking your economy ?