西方 PHEV / BEV 售後市場：增長機會

2020年，在歐洲汽車市場整體出現22%的負增長的同時，歐洲新註冊的電動汽車數量比上年翻了一番，零售市場份額達到10%的裡程碑。電動汽車是傳統內燃機汽車的流行替代品，人們普遍認為電動汽車的銷量可能已經在歐洲達到頂峰。

本報告對歐美PHEV/BEV售後市場進行調查分析，提供戰略基本要求、增長環境、增長機會、國別增長機會分析等信息。

目錄

戰略要求

• 為什麼增長變得越來越困難？
• 戰略要點 8 (TM)
• 三大戰略要求對歐洲 PHEV/BEV 售後市場的影響
• 增長機會推動增長管道引擎 (TM)

調查範圍和細分

• 分析範圍
• 細分
• 增長動力
• 增長限制
• 預測的先決條件

成長環境

• 開發以應對電動汽車採用的障礙
• xEV 售後市場需求量
• 到 2030 年將出現價值數十億美元的電動汽車售後市場
• 如何捕捉快速增長的電池和充電生態系統？
• 歐洲的市場潛力

增長機會一：電池壽命管理

• 概覽
• 活躍公司
• 收集和物流：Reneos Consortium
• 再利用：雷諾高級電池存儲
• 再利用：Betteries，德國
• 回收：Accurec，德國
• 回收：優美科，德國
• 回收：Nickelhuette Aue，德國

增長機會2：移動DC快充

• 增長機會2概覽：移動直流快充
• 移動充電服務：德國 Surve Mobility（前充電器）
• 移動充電產品和服務：L-Charge，俄羅斯
• 移動充電產品：美國 Freewire Technologies（活躍於歐洲）

增長機會3：模塊化電池更換

• 增長機會3概述：模塊化電池更換
• 模塊化電池更換：Ample，美國（計劃擴展到歐洲）
• 模塊化電池更換：Power Swap，瑞典

增長機會4：家用電動車供電設備（家用充電器）的銷售

• 增長機會概述 4：住宅 EVSE 的銷售

增長機會5：替換零件的需求

• 增長機會5：後市場更換電動汽車零部件的需求

增長機會分析：法國

• 主要增長指標：法國
• PHEV/BEV 銷售和 VIO：法國
• PHEV/BEV 分佈：按車齡（法國）
• 以電氣化為主導的增長機會概覽：法國
• 收入預測分析：按增長機會（法國）
• 更換零件的單位裝運：法國
• 更換零件的盈利能力：法國
• 收入預測分析：按組件類型（法國）

增長機會分析：德國

增長機會分析：意大利

增長機會分析：西班牙

增長機會分析：英國

增長機會分析：其他歐洲

增長機會宇宙

• 增長機會一：舊內燃機車和輕型商用車電動動力總成的複蘇
• 增長機會 2：面向歐洲工作場所的半公共電動汽車充電解決方案
• 增長機會 3：接入公共充電網絡的軟件推動者

下一步

Battery Lifecycle Management and Charging Space to Spur Transformational Growth of Aftermarket Business Models

2020 turned out to be the much-anticipated inflection point for PHEV/BEV adoption in Europe. Car buyers here clearly warmed up to the concept of electric mobility in the wake of the COVID-19 pandemic. In 2020, new electric car registrations in Europe doubled year-over-year to reach the 10% retail market share milestone even as the overall car market in Europe registered a degrowth of 22%. Such is the popularity of this ecofriendly alternative to the traditional ICE vehicles that it is widely believed that the sales of the latter may already have peaked in Europe. Extensive research by Frost & Sullivan (F&S) has led it to think that this slow-but-sure mainstreaming of electric mobility will be accompanied by the emergence of new growth opportunities in the battery lifecycle management and vehicle charging space. With the right strategic approach, traditional aftermarket participants can seek to leverage these nascent growth opportunities through new business models that will help them gain a foothold in the evolving battery and charging value chains.

Research Scope:

In terms of geography, the study separately discusses the erstwhile EU-5 markets of France, Germany, Italy, Spain, and the UK. The study also discusses the other major markets in a separate cluster designated as "Rest of Europe."

The research discusses four key growth opportunities that hold the highest growth potential for prospective participants seeking early-mover advantage in these lucrative segments.

It discusses both qualitatively and quantitatively the key aspects of each growth opportunity and offers recommendations to prospective market entrants on how to play in these rapidly evolving segments.

The study also outlines the replacement component demand for 5 xEV-specific spare parts that F&S has identified through discussions with industry veterans.

Research Highlights:

The study aims to offer insights to stakeholders across the European light vehicle aftermarket value chain including, but not limited to:

Service providers active or contemplating investments in the space of battery end-of-life management and replenishment need-fulfillment for personal vehicles and shared mobility fleets.

Aftermarket component suppliers, distributors, retailers and end-channel workshops.

Key Issues Addressed:

• What is the anticipated overall electrification trajectory of the European light vehicle population from 2020 to 2030?

• What is the expected age mix of the European PHEV/BEV population between 2020 and 2030?

• What are the key impediments to electric vehicle adoption and how are various businesses addressing these concerns resulting in new aftermarket growth opportunities?

• What are the key growth drivers and restraints for these electrification-led growth opportunities?

• Which companies are the early movers in each of the growth opportunities discussed?

• What are the other long-term growth opportunities in the PHEV/BEV aftermarket?

• Which companies are capitalizing on these nascent growth opportunities and what is the way forward for prospective investors contemplating an entry into similar lines of business?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the European PHEV/BEV Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope and Segmentation

• Scope of Analysis
• Segmentation
• Growth Drivers
• Growth Restraints
• Forecast Assumptions

Growth Environment

• Developments Addressing EV Adoption Barriers
• Demand Pockets in the xEV Aftermarket
• A Multibillion-dollar Emobility Aftermarket to Emerge by 2030
• How to Play the Fast-growing Battery and Charging Ecosystem?
• Market Potential in Europe

Growth Opportunity 1-Battery End-of-life Management

• Overview
• Overview (continued)
• Active Companies
• Collection and Logistics-The Reneos Consortium
• Repurposing-Renault Advanced Battery Storage
• Repurposing-Betteries, Germany
• Recycling-Accurec, Germany
• Recycling-Umicore, Belgium
• Recycling-Nickelhuette Aue, Germany

Growth Opportunity 2-Mobile DC Fast Charging

• Growth Opportunity 2 Overview-Mobile DC Fast Charging
• Growth Opportunity 2 Overview-Mobile DC Fast Charging (continued)
• Mobile Charging Services-Surve Mobility, Germany (Formerly Chargery)
• Mobile Charging Products and Services-L-Charge, Russia
• Mobile Charging Products-Freewire Technologies, US (Active in Europe)

Growth Opportunity 3-Modular Battery Swapping

• Growth Opportunity 3 Overview-Modular Battery Swapping
• Growth Opportunity 3 Overview-Modular Battery Swapping (continued)
• Modular Battery Swapping-Ample, US(Planned foray into Europe)
• Modular Battery Swapping-Power Swap, Sweden

Growth Opportunity 4-Sales of Residential Electric Vehicle Supply Equipment (Home Chargers)

• Growth Opportunity 4 Overview-Sales of Residential EVSE
• Growth Opportunity 4 Overview-Sales of Residential EVSE (continued)

Growth Opportunity 5-Replacement Components Demand

• Growth Opportunity 5-EV Component Replacement Demand in the Aftermarket

Growth Opportunity Analysis, France

• Key Growth Metrics, France
• PHEV/BEV Sales and VIO, France
• PHEV/BEV Distribution by Vehicle Age, France
• Electrification-led Growth Opportunities Overview, France
• Electrification-led Growth Opportunities Overview, France (continued)
• Revenue Forecast Analysis by Growth Opportunity, France
• Unit Shipment of Replacement Components, France
• Revenue Potential of Replacement Components, France
• Revenue Forecast Analysis by Component Type, France

Growth Opportunity Analysis, Germany

• Key Growth Metrics, Germany
• PHEV/BEV Sales and VIO, Germany
• PHEV/BEV Distribution by Vehicle Age, Germany
• Electrification-led Growth Opportunities Overview, Germany
• Electrification-led Growth Opportunities Overview, Germany (continued)
• Revenue Forecast Analysis by Growth Opportunity, Germany
• Unit Shipment of Replacement Components, Germany
• Revenue Potential of Replacement Components, Germany
• Revenue Forecast Analysis by Component Type, Germany

Growth Opportunity Analysis, Italy

• Key Growth Metrics, Italy
• PHEV/BEV Sales and VIO, Italy
• PHEV/BEV Distribution by Vehicle Age, Italy
• Electrification-led Growth Opportunities Overview, Italy
• Electrification-led Growth Opportunities Overview, Italy (continued)
• Revenue Forecast Analysis by Growth Opportunity, Italy
• Unit Shipment of Replacement Components, Italy
• Revenue Potential of Replacement Components, Italy
• Revenue Forecast Analysis by Component Type, Italy

Growth Opportunity Analysis, Spain

• Key Growth Metrics, Spain
• PHEV/BEV Sales and VIO, Spain
• PHEV/BEV Distribution by Vehicle Age, Spain
• Electrification-led Growth Opportunities Overview, Spain
• Electrification-led Growth Opportunities Overview, Spain (continued)
• Revenue Forecast Analysis by Growth Opportunity, Spain
• Unit Shipment of Replacement Components, Spain
• Revenue Potential of Replacement Components, Spain
• Revenue Forecast Analysis by Component Type, Spain

Growth Opportunity Analysis, UK

• Key Growth Metrics, UK
• PHEV/BEV Sales and VIO, UK
• PHEV/BEV Distribution by Vehicle Age, UK
• Electrification-led Growth Opportunities Overview, UK
• Electrification-led Growth Opportunities Overview, UK (continued)
• Revenue Forecast Analysis by Growth Opportunity, UK
• Unit Shipment of Replacement Components, UK
• Revenue Potential of Replacement Components, UK
• Revenue Forecast Analysis by Component Type, UK

Growth Opportunity Analysis, Rest of Europe

• Key Growth Metrics, Rest of Europe
• PHEV/BEV Sales and VIO, Rest of Europe
• PHEV/BEV Distribution by Vehicle Age, Rest of Europe
• Electrification-led Growth Opportunities Overview, Rest of Europe
• Electrification-led Growth Opportunities Overview, Rest of Europe (continued)
• Revenue Forecast Analysis by Growth Opportunity, Rest of Europe
• Unit Shipment of Replacement Components, Rest of Europe
• Revenue Potential of Replacement Components, Rest of Europe
• Revenue Forecast Analysis by Component Type, Rest of Europe

Growth Opportunity Universe

• Growth Opportunity 1-Electric Powertrain Retrofitment for Older ICE Cars and LCVs
• Growth Opportunity 1-Electric Powertrain Retrofitment for Older ICE Cars and LCVs (continued)
• Growth Opportunity 2-Semipublic EV Charging Solutions for the European Workplace
• Growth Opportunity 2-Semipublic EV Charging Solutions for the European Workplace (continued)
• Growth Opportunity 3-Software Enablers for Access to Public Charging Networks
• Growth Opportunity 3-Software Enablers for Access to Public Charging Networks (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer