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Auto2x 的未來展望:電氣化(2025 年)

Auto2x Perspectives in Electrification 2025

出版商 Auto2x Ltd | Automotive Intelligence Consulting 商品編碼 1023603
出版日期 內容資訊 英文 50 Slides
商品交期: 最快1-2個工作天內
Auto2x 的未來展望:電氣化(2025 年) Auto2x Perspectives in Electrification 2025
出版日期: 2021年06月30日內容資訊: 英文 50 Slides

本報告分析了主要汽車製造商如何在 2015 年至 2025 年期間通過動力總成規劃和實施電動汽車新時代的戰略。我們還考慮了車型範圍和銷售構成如何


第 1 章執行摘要

  • 全球動力總成展望和電氣市場新動態(2025 年)
  • 汽車製造商路線圖和排名:摘要
  • 推動電氣化/技術的因素的影響程度和市場反應程度
    • AFV 在歐洲、美國、中國和日本的滲透率(2019 年)
    • COVID-19 時代和下一階段的電氣化
    • 作為商業提案的可持續動力系統


  • 中國的新時代:從進口到中國製造的電動汽車
  • 中國乘用車銷量預測(2015-2025)
  • 中國新能源汽車/混合動力汽車銷量及普及預測(2015-2025年)
  • 中國電氣化展望(至 2025 年)
  • 主要新能源汽車品牌市場份額(2019-2025)
    • 純電動汽車 (BEV)
    • 插電式混合動力汽車 (PHEV)
    • 燃料電池汽車 (FCEV)
  • BEV/PHEV/FCV 增長前景和市場動態
  • 中國汽車電池預測(2015-2025)

第 2 章歐洲電動汽車的未來前景

  • COVID-19 對歐洲替代燃料汽車 (AFV) 銷售的影響
  • BEV、PHEV、FCV 增長前景
  • 歐洲乘用車銷售趨勢:關鍵指標(2005-2020 年第一季度)
  • 歐洲乘用車銷量預測(2015-2025)
  • 歐洲電動汽車和混合動力汽車銷量及普及預測(2015-2025)
  • 歐洲汽車電池預測(2015-2025)
  • 按品牌劃分的市場份額預測(2019-2025)
    • 純電動汽車 (BEV)
    • 插電式混合動力汽車 (PHEV)
    • 燃料電池汽車 (FCEV)
    • 混合動力電動汽車 (HEV)
    • 其他 AFV:NGV(天然氣汽車)、LPG

第 3 章美國電氣市場

  • 動力總成組合的演變
  • 領導者和失敗者
  • 美國車市關鍵指標及分析
  • AFV 在美國的銷量(2013-2014 年)
  • 美國小型車 (LV) 銷售預測(2015-2025)
  • 美國EV/混合動力汽車銷量及普及預測(2015-2025)
  • 美國汽車電池預測(2015-2025)


  • 汽車製造商的電氣化計劃(至 2025 年)
  • 動力總成組合組合(2015-2025):ICE、MHEV、ECV 和其他 AFV
    • Audi
    • BMW
    • BYD
    • Mercedes-Benz
    • Porsche
    • Tesla
    • Volvo

This report focuses on how leading carmakers are developing and executing their strategies to better position themselves in the new era of electrified mobility. It also provides insights on how their model range and sales' mix by powertrain will change between 2015 and 2025.

Aggressive electrification goals for emission compliance & next auto era

Besides Tesla and Toyota's who lead BEVs and HEVs respectively, most brands are still in the early stages of electrified-to brand's European sales. But European Premium carmakers prepare a product offensive over the next 7 years announcing aggressive targets for up to one-third of sales coming from EVs.

Lithium-Ion battery technology is improving year by year with increased energy density and falling costs by KWh of energy. Balance of choices allowing lower costs, higher range, reduced battery size.

This report focuses on Premium car manufacturers' electrified portfolio, strategies, and technology roadmaps to comply with regulation and democratize BEV, PHEV, HEV, FC & other AFVs by '25.

While European carmakers boast about their plans to electrify their whole line-ups over the next decade, dedicated BEV architectures in most cases are coming by the end of this decade. In the meantime, amid pure diesel's future at risk - due to emission scandals (VW Group "Dieselgate"), city bans, and removal of tax incentives - they need pragmatic cost-efficient electrification solutions to meet efficiency goal until they develop a dedicated electric architecture.

Switching to 48 Volt electrical systems within a modified version of the existing ICE architecture (aka Mild-Hybrid), presents a cheaper and easily integrated alternative to a Full Hybrid and can delay the -eventually unavoidable- redesign of the architecture and tooling to accommodate a Hybrid or BEV variant.

Apart from efficiency, it allows carmakers to achieve enhanced performance without the need to switch to higher engine capacity. Finally, 48V systems can support the increasing powertrain content and augmented power requirements in modern cars.

The shift to 48V is evident in Mercedes-Benz's strategy, starting with its flagship S-Class from 2017, which is replacing its V6 engine with a new I6 family with 48V mHEV ISG (Integrated Starter operator). The brand has stated that a 48V set-up will in effect replace all of its non-plug-in hybrids. Also, Volvo will integrate Maxwell's ultracapacitor-based peak power subsystem into five mild-hybrid and plug-in hybrid Geely vehicle platforms for 2020.

Table of Contents

1. Executive Summary

  • 1. Global Powertrain Outlook 2025 & new electrified market dynamics
  • 2. Summary of carmakers' electrification roadmaps & rankings
  • 3. The impact of drivers of electrification vs technology and market readiness
    • 1. AFV penetration in 2019 in Europe, USA, China and Japan
    • 2. Electrification in the era of COVID-19 & the next phase
    • 3. Sustainable powertrains as a business proposition

2. China New Energy Vehicles Forecasts

  • 1. China's new era: From import to China-made EVs
  • 2. Chinese Passenger Car Sales Forecast 2015-2025
  • 3. NEV & Hybrid Sales & Penetration Forecast 2015-2025 in China
  • 4. Electrification Outlook in China up to 2025
  • 5. Market shares of leading brands in NEVs between 2019-25
    • 1. Battery Electric vehicles (BEV)
    • 2. Plug-in Hybrid electric vehicles (PHEV)
    • 3. Fuel-Cell Vehicles (FCEV)
  • 6. The growth outlook and market dynamics for BEV, PHEV and FCV
  • 7. Automotive Battery Forecast 2015-2025 in China

2. European Outlook for Electrified vehicles

  • 1. The impact of COVID-19 on AFV sales in Europe
  • 2. The growth outlook for BEV, PHEV and FCV
  • 3. Key Figures for Sales of Passenger Cars in Europe During 2005-Q1'20
  • 4. European Passenger Car Sales Forecast 2015-2025
  • 5. European Electric & Hybrids Sales & Penetration Forecast 2015-2025
  • 6. Automotive Battery Forecast 2015-2025 in Europe
  • 7. Market shares by brand between 2019 and forecast for 2025
    • 1. Battery Electric vehicles (BEV)
    • 2. Plug-in Hybrid electric vehicles (PHEV)
    • 3. Fuel-Cell Vehicles (FCEV)
    • 4. Hybrids (HEV)
    • 5. Other AFV: NGV and LPG

3. USA's Electrified market

  • 1. Powertrain mix evolution
  • 2. Leaders vs losers
  • 3. Key Figures & Analysis of the U.S Car Market
  • 4. AFV Sales Status in the U.S in 2013-14
  • 5. S Light Vehicle (LV) Sales Forecast 2015-2025
  • 6. EV & Hybrid Sales & Penetration Forecast 2015-25 in the U.S
  • 7. Automotive Battery Forecast 2015-2025 in the U.S

4. Electrified roadmaps of 7 major carmakers

  • 1. Carmaker Electrification plans up to 2025
  • 2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
    • 1. Audi
    • 2. BMW
    • 3. BYD
    • 4. Mercedes-Benz
    • 5. Porsche
    • 6. Tesla
    • 7. Volvo