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市場調查報告書
商品編碼
1190701

電動汽車市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Electric Vehicle Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

電動汽車市場價值 4110.2 億美元,預計未來五年將達到 13933.3 億美元,預測期內復合年增長率為 19.19%。

儘管 COVID-19 大流行,全球電動汽車銷量在 2020 年仍將顯著增長,並在 2021 年繼續發展。 隨著輕度混合動力電動汽車的全球採用率逐年飆升,電動汽車 (EV) 市場正在經歷顯著增長。 儘管大流行,亞太地區和歐洲的電動汽車銷量也出現了大幅增長,顯示出預測期內市場增長強勁的跡象。 例如

主要亮點

  • 2022 年 12 月:Mahindra Auto 宣布,馬哈拉施特拉邦政府已根據電動汽車產業促進政策批准了 1000 億印度盧比(12.1 億美元)的電動汽車投資。 該集團將通過其子公司投資七到八年時間建立製造工廠,以開發和生產 Mahindra 的下一代 Born 電動汽車。

從長遠來看,燃料成本上漲和政府努力提高各地區對電動汽車的認識等因素預計將在預測期內推動電動汽車的使用。 充電站基礎設施不斷擴大,由於電池和牽引電機的成熟供應鏈,中國等國家繼續引領乘用車和城市公交車市場。 此外,對節油、高性能和低排放汽車的需求不斷增加,汽車排放法規的收緊,電池成本的下降以及燃料成本的上升都有助於電動汽車市場的增長。 例如

主要亮點

  • 2022 年 12 月:Exponent Energy 宣布與車主應用程序 Park+ 建立合作夥伴關係,將在 2023 年底前在班加羅爾開始在印度各地安裝 1000 個充電站。 合作夥伴將建設的充電站將被命名為“Park+EV Zones powered by Exponent”,並將部署在高需求車輛部署區域和電動汽車使用區域。

電動汽車在世界各國政府中越來越受歡迎。 政府法規逐步淘汰使用化石燃料的車輛、政府支出建設公共電動汽車充電基礎設施以及鼓勵採用電動汽車的補貼和退稅等努力正在推動市場增長。大概有助於其發展。 政府直接在公共充電站或通過補貼家庭和工作場所的私人充電站間接投資於充電基礎設施。 許多國家的目標是引入電動汽車,但隨著新車進入市場,充電基礎設施仍然是一個主要問題。

由於電池技術的各種進步以及 ADAS、AI 和 IoT 等尖端技術的應用,市場正在擴大。 領先的公司正在大力投資,以提供具有最新先進技術的產品,提高 OEM 競爭力,並支持市場擴張。 例如:

主要亮點

  • 2022 年 12 月:馬自達北美運營部宣布,將在 2023 年 1 月全球首發之前,在日本發布 2024 CX-90 作為第一款插電式混合動力電動汽車。

主要市場趨勢

汽車製造商對電動汽車的大量投資

全球汽車製造商計劃到 2030 年在電動汽車和電池方面投資超過 5000 億美元,幫助購車者擺脫化石燃料並滿足日益嚴格的脫碳目標我們將擴大對電動汽車和電池的投資 汽車製造商計劃在未來 5 到 10 年內投入 5150 億美元用於開發和製造新的電池驅動汽車,以及從內燃機汽車轉型。 大眾汽車佔歐洲投資的一半左右,達 1220 億美元。 中國汽車製造商投資1245億美元,約佔亞洲總投資的66%。

此外,為了應對日益增長的電動汽車需求,汽車製造商的大量投資預計將在電動汽車市場的發展中發揮關鍵作用。 原始設備製造商提供各種細分市場的電動汽車,從 Nissan Leaf 等掀背車到 Tesla Model 3 等高端轎車。 例如:

  • 2021 年 11 月,特斯拉宣布計劃投資高達 12 億元人民幣(1.8791 億美元)以擴大其上海工廠的產能。 特斯拉上海工廠的設計年產能高達 50 萬輛。 目前,我們每年總共生產 450,000 輛 Model 3 和 Model Y。
  • 2021 年 8 月,豐田發布了全新 BEV 系列“Toyota bZ”,其中包含全系列電動汽車。 該系列的概念首款車型將在上海車展上發布,到 2025 年將向全球推出 15 款純電動汽車。

此外,隨著各國政府對清潔環境越來越敏感,預計在預測期內對零排放車輛的需求將會增加。 美國、德國、英國等發達國家積極推廣使用電動汽車減少尾氣排放,電動汽車銷量有望擴大。

中國在亞太地區增長顯著

中國政府鼓勵人們使用電動汽車。 該國已經制定了逐步淘汰為當前幾代商用車(例如卡車)提供動力的柴油的計劃。 政府計劃到 2040 年禁止所有柴油和汽油汽車。

中國在全球電動客車市場中扮演著關鍵角色,預計在預測期內將保持其主導地位。 對公共交通電氣化的堅定承諾以及補貼和國家法規的廣泛使用是中國在全球電動巴士市場佔據高份額的主要因素。 中國政府對電動汽車充滿熱情。 2021年,中國將新增約290萬輛純電動汽車(BEV)。 中央政府的政策如下。

  • 汽車製造商和進口商的電動汽車配額。
  • 製造補貼。
  • 稅收優惠
  • 政府採購
  • 支持建設電動汽車充電站

此外,許多省政府還提供電動汽車牌照等優惠待遇。 這些政策旨在淨化中國城市的空氣,降低中國的石油進口成本,確保中國在戰略產業中的全球領先地位。

此外,慷慨的補貼和嚴格的監管也在很大程度上推動了增長。 在中國的一些城市,電動汽車被排除在車牌搖號和拍賣之外,但它們仍然在推動電動汽車方面發揮著重要作用。 在一些城市試點成功後,中國政府去年在全國范圍內為新能源汽車 (NEV) 引入了綠色牌照。

比亞迪、北汽、奇瑞、上汽等是亞太地區電動汽車市場的主要參與者,並正在重點開發新產品。

  • 2022 年 12 月:這一天,東風汽車(東風汽車)宣布其子公司猛思汽車科技有限公司的整體架構正式封頂。 這標誌著中國首個豪華越野電動汽車品牌進入產品籌備階段。

然而,電動汽車革命是有代價的。 當今電池中使用的鎳、鋰和鈷的需求量很大。 這些礦物的價格飛漲。 電動汽車的繁榮也將使擁有這些礦物儲量的國家受益。 中國已宣佈到 2060 年實現碳中和,並壟斷了電動汽車電池材料的開採。 為此,到 2035 年,近 90% 的車輛應該是電動的。 然而,它的開採在這片土地上留下了深深的傷痕。 在印度尼西亞的多個島嶼上,他們通過破壞當地環境和當地社區的傳統生活方式來改變他們的土地。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

內容

第1章介紹

  • 調查先決條件
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

  • 市場驅動因素
  • 市場製約因素
  • 產業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 買方/消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 推進類型
    • 純電動車
    • 插電式混合動力車
    • 燃料電池汽車
    • 混合動力汽車
  • 車輛類型
    • 乘用車
    • 商用車
  • 按地區
    • 北美
      • 美國
      • 加拿大
      • 墨西哥
      • 其他北美地區
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 俄羅斯
      • 西班牙
      • 其他歐洲地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 南美洲地區
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中東和非洲
      • 沙特阿拉伯
      • 南非
      • 其他中東和非洲地區

第6章競爭格局

  • 供應商市場份額
  • 公司簡介
    • Tesla Inc
    • Mercedes-Benz Group AG
    • BYD Company Ltd
    • General Motors
    • Toyota Motor Corporation
    • Hyundai Motor Company
    • Honda Motor Company Ltd
    • Nissan Motor Co. Ltd
    • Volkswagen AG
    • Stellantis NV
    • Chery Automobile Co. Ltd
    • Renault Group
    • BMW Group
    • Mitsubishi Motors
    • AB Volvo
    • SAIC Motor Corp. Ltd
    • Rivian Automotive Inc.
    • Arrival Ltd

第7章 市場機會與今後動向

簡介目錄
Product Code: 65259

The electric vehicle market was valued at USD 411.02 billion and is expected to reach USD 1393.33 billion over the next five years, witnessing a CAGR of 19.19% during the forecast period.

Despite the COVID-19 pandemic, electric vehicle sales worldwide witnessed significant growth in 2020 and continued development in 2021. The electric vehicle (EVs) market is seeing substantial growth due to the swiftly escalating Y-o-Y adoption rate of mild-hybrid electric cars worldwide. Moreover, there was a dramatic rise in electric vehicle sales in Asia-Pacific and Europe despite the pandemic, indicating active market growth signs during the forecast period. For instance,

Key Highlights

  • December 2022: Mahindra Auto announced that their INR 100 billion (USD 1.21 Billion) investment in electric vehicles had been approved by the Maharashtra Government's industrial promotion scheme for electric cars. The group will invest over 7-8 years through its subsidiary to establish a manufacturing facility and develop and produce Mahindra's upcoming Born Electric Vehicles.

Over the long term, factors such as the increasing fuel cost and government initiatives across different geographies to increase awareness about EVs are expected to promote electric vehicle usage over the forecast period. Charging station infrastructure continues to expand, and countries like China continue to lead the passenger vehicle and urban bus markets due to a well-established supply chain for batteries and traction motors. Moreover, increased demand for fuel-efficient, high-performance, and low-emission vehicles, increasingly strict laws and regulations on vehicle emissions lowering battery costs, and rising fuel costs all contribute to the electric vehicle market's growth. For instance,

Key Highlights

  • December 2022: Exponent Energy announced a partnership with Park+, a car-owner app, to establish 1,000 charging stations across India by the end of 2023, beginning in Bengaluru. The charging stations built in collaboration will be branded as "Park+ EV Zones powered by Exponent" and will be deployed in high-demand vehicle deployment and EV usage areas.

Electric mobility is becoming more popular among governments across the world. Government regulations to phase out fossil fuel-powered vehicles, government expenditures to improve public EV charging infrastructure, and initiatives in the form of subsidies and tax refunds to encourage the adoption of EVs are all likely to contribute to market development. Governments are investing in charging infrastructures directly in public charging stations or indirectly by subsidizing private charging stations at homes and workplaces. Many nations are seeking to adopt electric mobility, but as new vehicles join the market, charging infrastructures remain a significant concern.

Due to various advancements in battery technology and the application of cutting-edge technologies, such as ADAS, AI, IoT, and others, the market is expanding. Major corporations are investing much in delivering their products with the most up-to-date leading technologies, improving OEM competition, and supporting market expansion. For instance,

Key Highlights

  • December 2022: Mazda North American Operations announced that the first-ever 2024 CX-90 will be available nationwide as a plug-in hybrid electric vehicle ahead of its world premiere in January 2023.

Key Market Trends

Heavy Investments by Automakers for Electric Vehicles

Global automakers intend to spend more than USD 500 billion on electric vehicles and batteries by 2030, increasing investments aimed at weaning car buyers away from fossil fuels and meeting increasingly stringent decarbonization targets. Carmakers plan to spend USD 515 billion over the next five to ten years on developing and manufacturing new battery-powered vehicles and transitioning away from combustion engines. Volkswagen is responsible for USD 122 billion, nearly half of European investments. Chinese automakers have invested USD 124.5 billion, roughly 66% of Asia's total investments.

Moreover, heavy investments from automakers are expected to cater to the growing demand for EVs and play a significant role in the evolution of the electric vehicle market. OEMs offer electric vehicles in different segments, ranging from hatchbacks such as Nissan Leaf to high-end sedans like Tesla Model 3. For instance:

  • In November 2021, Tesla Inc. announced plans to invest up to CNY 1.2 billion (USD 187.91 million) to expand production capacity at its Shanghai factory. Tesla's Shanghai factory was designed to make up to 500,000 cars a year. Currently, it is producing Model 3 and Model Y vehicles at a rate of 450,000 total units annually.
  • In August 2021, Toyota announced its new BEV series, Toyota bZ, which includes a full line-up of electrified vehicles. A concept-first model version in the series was unveiled at Auto Shanghai, and 15 BEVs are expected to be introduced globally by 2025.

In addition, the growing sensitivity of various governments toward a cleaner environment is expected to increase the demand for zero-emission vehicles during the forecast period. Developed nations such as United States, Germany, and United Kingdom are actively promoting using electric cars to reduce emissions, which is expected to grow electric vehicle sales.

China in Asia-Pacific to Witness Significant Growth

The government of China is encouraging people to adopt electric vehicles. The country already includes plans to phase out diesel fuel, which runs the current commercial vehicle generation, such as trucks. The government is planning to ban diesel and petrol vehicles entirely by 2040.

China is a crucial player in the global electric bus market and is anticipated to sustain its dominance during the forecast period. The keen focus on public transit electrification with prevalent subsidies and national regulations is a significant factor contributing to China's high share in the global electric bus market. The Chinese government is enthusiastic about electric vehicles. In 2021, around 2.9 million new battery electric vehicles (BEV) were sold in China. The central government's policies include:

  • EV quotas for vehicle manufacturers and importers.
  • Manufacturing subsidies.
  • Tax breaks.
  • Government procurement.
  • Assistance with the construction of electric vehicle charging stations.

Many provincial governments also provide preferential access to license plates and other incentives for electric vehicles. These policies aim to clean up the air in China's cities, reduce China's oil import bills, and position China for global leadership in a strategic industry.

Furthermore, generous subsidies and tight regulations drive most of the growth. Electric vehicles are exempt from license-plate lotteries and auctions in some Chinese cities, which still play an instrumental role in promoting EVs. After a successful pilot program in selected cities, the Chinese government introduced green license plates for new energy vehicles (NEVs) across the country last year.

BYD, BAIC, Chery, SAIC, and others are some of the key regional players in the Asia-Pacific electric vehicle market and are focusing on developing new products.

  • December 2022: Dongfeng Motor (DFM) announced that the overall structure of its subsidiary, Mengshi Automobile Technology Co., was officially capped on the day. It signals the beginning of the product preparation stage for China's first luxury off-road electric vehicle brand.

However, the EV revolution comes at its own dirty cost. Nickel, lithium, and cobalt, used in today's batteries, are in high demand. These minerals' prices are skyrocketing. The EV boom promises profits for the countries where these elements are buried. China now dominates mining activities for EV battery materials in these countries and pledged to be carbon neutral by 2060. It requires nearly 90% of its vehicles to be fully electric by 2035 to meet its target. The extraction, however, leaves deep scars on the landscape. Across multiple Indonesian islands, it disrupted local environments and traditional ways of life for local communities, seeing their lands transformed.

Competitive Landscape

The market is moderately consolidated due to the presence of significant players. Major players in the electric vehicle market are Toyota Motor Corporation, Tesla Motors Inc., Volkswagen AG, Honda Motor Company Ltd, General Motors Group, Hyundai Kia Automotive Group, and others.

The key players are collaborating with other players and are investing in new technologies and products to gain significant market share. For instance:

  • In April 2022, General Motors and Honda announced plans to co-develop a series of affordable electric vehicles based on a new global architecture using next-generation Ultium battery technology. The new EV series is expected to go on sale in 2027, starting in North America.
  • In April 2022, Honda signed a joint development agreement in lithium-metal secondary batteries with SES Holdings Pte. Ltd, a US-based EV battery research and development company.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Propulsion Type
    • 5.1.1 Battery Electric Vehicles
    • 5.1.2 Plug-in Hybrid Electric Vehicles
    • 5.1.3 Fuel Cell Electric Vehicles
    • 5.1.4 Hybrid Electric Vehicles
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Mexico
      • 5.3.1.4 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Russia
      • 5.3.2.5 Spain
      • 5.3.2.6 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 India
      • 5.3.3.3 Japan
      • 5.3.3.4 South Korea
      • 5.3.3.5 Rest of Asia-Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of the South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of the Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Tesla Inc
    • 6.2.2 Mercedes-Benz Group AG
    • 6.2.3 BYD Company Ltd
    • 6.2.4 General Motors
    • 6.2.5 Toyota Motor Corporation
    • 6.2.6 Hyundai Motor Company
    • 6.2.7 Honda Motor Company Ltd
    • 6.2.8 Nissan Motor Co. Ltd
    • 6.2.9 Volkswagen AG
    • 6.2.10 Stellantis NV
    • 6.2.11 Chery Automobile Co. Ltd
    • 6.2.12 Renault Group
    • 6.2.13 BMW Group
    • 6.2.14 Mitsubishi Motors
    • 6.2.15 AB Volvo
    • 6.2.16 SAIC Motor Corp. Ltd
    • 6.2.17 Rivian Automotive Inc.
    • 6.2.18 Arrival Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS