Ford to Enhance New EV Pickup with Tesla-style Electrical Tech

• The 48-volt system reduces wiring by over 4,000 feet and 22 pounds compared to Ford's first-gen electric SUV, improving efficiency and allowing additional electrical bandwidth
• Ford's new EV platform will reduce parts by 20%, use 25% fewer fasteners, require 40% fewer workstations, and enable 15% faster assembly time
• The automaker is also adopting Tesla-pioneered gigacasting technology, replacing 146 structural components in current models with just two large cast parts in the new pickup

Summary

Ford Adopts Tesla Technology for Next-Generation EVs

Ford announced its $5 billion investment in next-generation electric vehicles will incorporate 48-volt electrical architecture, a technology Tesla first commercialized in the U.S. with its Cybertruck in 2023. The system represents a significant upgrade from the industry-standard 12-volt lead-acid battery setup that has caused recalls in many EVs.

Key Technical Advantages:

• Improved efficiency and additional electrical bandwidth
• Reduced wiring: 4,000+ feet shorter and 22 pounds lighter than Ford's first-gen electric SUV
• Weight savings through reduced wiring harness complexity
• Power can be stepped down to 12 volts when needed via electronic control units

Production Innovations:

Ford's new Universal Electric Vehicle (UEV) platform will feature:

• 20% fewer parts versus typical vehicles
• 25% fewer fasteners
• 40% fewer workstations
• 15% faster assembly time
• Tesla-style "gigacastings": just 2 structural components versus 146 in current gas-powered Maverick
• Aluminum castings 27% lighter than Tesla Model Y

Market Strategy:

The first vehicle launches in 2027—a $30,000 small electric pickup designed to compete with Tesla and Chinese brands. Ford CEO Jim Farley called it a "Model T moment" and a significant "bet" for the company, aiming to achieve cost parity with gas-powered vehicles.

Market Context:

U.S. EV sales peaked at 10.3% market share in September before dropping to 5.8% in Q4 amid reduced federal support and slower-than-expected consumer adoption. Despite market headwinds, Ford remains committed to its EV investment through 2027.