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市場調查報告書

Auto2x電氣化展望(至2025年)

Auto2x Perspectives in Electrification 2025

出版商 Auto2x Ltd | Automotive Intelligence Consulting 商品編碼 950476
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
價格
Auto2x電氣化展望(至2025年) Auto2x Perspectives in Electrification 2025
出版日期: 2020年06月30日內容資訊: 英文 50 Slides
簡介
特斯拉(Tesla)和豐田(Toyota)分別領先BEV和HEV,但許多品牌正處於在歐洲銷售電動品牌的初期階段。然而,歐洲豪華車製造商正在積極在未來七年內推出其產品,並設定了將其銷售的三分之一用於電動汽車的目標。

本報告重點關注全球主要汽車製造商的電動出行戰略和執行情況,以及中國,歐洲和美國的動力總成銷售構成變化和汽車電氣化趨勢。正在分析中。

內容

第1章執行摘要

  • 全球動力總成展望和新電氣化市場動態
  • 電氣化路線圖摘要和汽車製造商排名
  • 電氣化與技術驅動因素和市場響應能力的影響
    • AFV在歐洲,美國,中國和日本的傳播
    • 電氣化和COVID-19時代的下一階段
    • 可持續動力總成作為業務計劃

第2章中國新能源汽車的預測

  • 中國新時代:從進口到中國製造的電動汽車
  • 新能源汽車和混合動力汽車在中國的銷量和滲透率的預測
  • 新能源汽車主要品牌的市場佔有率
    • 電動汽車(BEV)
    • 插電式混合動力汽車(PHEV)
    • 燃料電池車(FCEV)

第3章歐洲電動汽車展望

  • COVID-19對歐洲AFV銷售的影響
  • BEV,PHEV,FCV增長前景
  • 市場佔有率和品牌預測
    • 電動汽車(BEV)
    • 插電式混合動力汽車(PHEV)
    • 燃料電池車(FCEV)
    • 混合動力(HEV)
    • 其他AFV:NGV和LPG

第4章美國電氣化市場的發展

  • 在美國銷售AFV(EV和混合動力)的動力總成組合的進展
  • AFV在美國的預測和銷售
  • 汽車製造商在電氣化銷售中的市場佔有率:領導者與失敗者

第7章七家主要汽車製造商的電氣化路線圖

  • Audi
    • 電氣化計劃:歐洲,美國,中國
    • 動力總成產品組合:ICE,MHEV,ECV和其他AFV
  • BMW
  • BYD
  • Mercedes-Benz
  • Porsche
  • Tesla
  • Volvo
目錄

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.

Dieselgate and high cost of electrified architecture drive European carmakers to mHEVs

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

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

2. China New Energy Vehicles Forecasts

  • 2.1. China's new era: From import to China-made EVs
  • 2.2. NEV & Hybrid Sales & Penetration Forecast 2015-2025 in China
  • 2.3. Market shares of leading brands in NEVs between 2019-25
    • 2.3.1. Battery Electric vehicles (BEV)
    • 2.3.2. Plug-in Hybrid electric vehicles (PHEV)
    • 2.3.3. Fuel-Cell Vehicles (FCEV)

3. European Outlook for Electrified vehicles

  • 3.1. The impact of COVID-19 on AFV sales in Europe: Q1'20
  • 3.2. The growth outlook for BEV, PHEV and FCV
  • 3.3. Market shares by brand between 2019 and forecast for 2025
    • 3.3.1. Battery Electric vehicles (BEV)
    • 3.3.2. Plug-in Hybrid electric vehicles (PHEV)
    • 3.3.3. Fuel-Cell Vehicles (FCEV)
    • 3.3.4. Hybrids (HEV)
    • 3.3.5. Other AFV: NGV and LPG

4. USA's Electrified market evolution up to 2025

  • 4.1. Powertrain mix evolution of AFV (EV & Hybrid) sales in USA 2015-2025
  • 4.2. USA AFV Sales & Penetration Forecast 2015-25
  • 4.3. Carmaker market shares in electrified sales up to 2025: Leaders vs losers

5. Electrified roadmaps of 7 major carmakers

  • 5.1. Audi
    • 5.1.1. Electrification plans up to 2025: Europe, USA and China
    • 5.1.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
  • 5.2. BMW
    • 5.2.1. Electrification plans up to 2025: Europe, USA and China
    • 5.2.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
  • 5.3. BYD
    • 5.3.1. Electrification plans up to 2025: Europe, USA and China
    • 5.3.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
  • 5.4. Mercedes-Benz
    • 5.4.1. Electrification plans up to 2025: Europe, USA and China
    • 5.4.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
  • 5.5. Porsche
    • 5.5.1. Electrification plans up to 2025: Europe, USA and China
    • 5.5.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV
  • 5.6. Tesla: Electrification plans up to 2025 & Powertrain portfolio mix 2015-2025
  • 5.7. Volvo
    • 5.7.1. Electrification plans up to 2025: Europe, USA and China
    • 5.7.2. Powertrain portfolio mix 2015-2025: ICE, MHEV, ECV and other AFV