Electric vehicles rewrite tire requirements in ways that strain conventional portfolios. Instant torque accelerates wear, added battery mass raises load requirements, and cabin silence exposes tire noise that engine sound once masked, all while range anxiety makes rolling resistance a headline purchasing criterion. These demands conflict: the compound and construction choices that cut rolling resistance traditionally sacrificed wear or grip, so EV tires compress the classic performance triangle further. OEM programs demand EV-specific sizes and homologations on compressed timelines, while the replacement market for EV fitments is only beginning to form, making volume forecasting genuinely difficult. Product proliferation threatens plant efficiency as EV-specific SKUs multiply. Manufacturers without a deliberate roadmap risk developing tires reactively, program by program, and discovering too late that their portfolio lacks coherent architecture.