Ford - OEM Profile

Ford is a high-impact OEM in the electrification ecosystem, with global scale in vehicles, fleets, and manufacturing. Ford’s influence in EV adoption is amplified by its presence in high-volume consumer segments and fleet-first commercial platforms, plus deep experience in industrial manufacturing, dealer/service networks, and U.S.-centric production strategy.

Parent: Ford Motor Company

Country: United States (HQ: Dearborn, Michigan)

Symbol: F (NYSE)

Subsidiaries / Key Units:

• Ford Model e (EV and software business unit)
• Ford Pro (commercial vehicles, fleet software, services)
• Ford Blue (ICE business unit; relevant for factory footprint and supply chain)
• Ford Credit (financing; fleet enablement)

Vertical Integration: High in vehicle engineering and manufacturing; battery supply is primarily partner-driven, with increasing in-house pack integration and software/services via Ford Pro and Model e.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector for fast scanning and print-friendly layouts.

Vehicles & Mobility

• Passenger EVs: Mustang Mach-E
• Pickups: F-150 Lightning
• Commercial: E-Transit (fleet workhorse)
• Future platform strategy: next-gen lower-cost EV programs

Fleet & Commercial Systems

• Ford Pro (fleet sales, upfitting ecosystem, service network)
• Telematics and fleet tools: Ford Pro Intelligence
• Charging for fleets: depot solutions and managed services

Energy & Storage (Enablement)

• Home energy integration (select markets): bidirectional power / backup concepts
• Fleet charging energy services (Ford Pro programs)

AI, Compute & Software

• OTA (over-the-air) software update strategy across EV platforms
• Connected vehicle data platform for fleet ops and maintenance
• Driver assistance systems evolving toward more centralized compute

Charging & Infrastructure

• BlueOval Charge Network (roaming + aggregation)
• NACS adoption strategy (North America)
• Ford Pro depot charging bundles and partner deployments

Manufacturing Systems

• High-volume vehicle manufacturing footprint across North America and Europe
• EV line integration at legacy plants and purpose-built expansions
• Battery JV integration for localized supply

Manufacturing Facilities (Abridged)

Major EV, commercial vehicle, and battery supply-chain assets relevant to the electrification stack.

United States

• Rouge Electric Vehicle Center (Michigan) — F-150 Lightning
• Kansas City Assembly (Missouri) — E-Transit (North America)
• BlueOval City (Tennessee) — next-gen EV manufacturing hub (planned/under build-out)
• BlueOval SK battery plants (Kentucky/Tennessee) — cell supply JV (regional)

International

• Cologne EV Center (Germany) — European EV production
• Turkey (Ford Otosan) — Transit family manufacturing footprint (regional)
• Additional global sites supporting commercial vehicle platforms and components

Tier 1 Suppliers / Strategic Partners

Partners that materially affect Ford’s cell supply, charging access, and EV platform throughput.

Batteries

• SK On (JV via BlueOval SK)
• CATL (select programs/markets; LFP pathways via partnerships)
• Other regional cell suppliers (program-dependent)

Charging / Infrastructure

• Tesla (NACS and Supercharger access in North America)
• Roaming network partners (via BlueOval Charge Network)

Compute / ADAS

• Major automotive Tier-1s for ADAS sensors and controllers (program-dependent)
• Cloud and connectivity partners for fleet software stack (program-dependent)