Overview
- The long-term agreement runs into the late 2030s and centers on continued development and supply of ZF’s 8-speed automatic with a focus on hybridized drivetrains.
- ZF calls it the biggest single win for its Division E since 2019, but neither company disclosed volumes, unit mix, pricing, or specific milestones.
- The companies’ last large gearbox contract in 2019 led to quality issues, high costs, and litigation, making the new program’s execution a key watchpoint.
- The 8HP’s layout locks in longitudinal engines and a concentric e‑motor package, signaling BMW’s intent to keep ICE and plug‑in hybrids in its lineup well into the next decade.
- ZF says the order does not alter planned German job cuts as it restructures and will build 8HP units in Saarbrücken, South Carolina, and Shanghai, with further clarity expected in March financials.