探索平價電動汽車的發展機遇

Exploring Development Opportunities for Affordable Electric Vehicles (pre-order)

出版日期: 2023年05月17日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 27 Pages | 商品交期: 3-5個工作天內

價格

簡介目錄圖表

本報告考察了電動汽車市場，並分析了傳統和新興汽車製造商在經濟型電動汽車方面的發展趨勢。

內容

第 1 章政策支持是廉價電動汽車的關鍵驅動因素

政策宣傳
政策摘要
近年來汽車製造商的電動汽車價格緩慢下降
- 特斯拉
- 大眾汽車集團
- 奧迪
- 比亞迪
- 日產

Chapter 2 電動汽車的普及與廉價密切相關

EV 服務水平的緩慢提升
由於大規模生產，電動汽車價格下降
能源危機影響油價，而電價保持穩定
電動車和燃油車的大致擁有成本
MaaS（移動即服務）作為未來的新趨勢
- 遊輪
- Waymo
- Zoox
- 百度

第 3 章：推動電動汽車成本降低的關鍵因素

電池成本
汽車半導體成本
電動汽車架構不斷變化的格局

第 4 章：汽車製造商如何看待廉價汽車

廉價車型爭奪市場份額
汽車價格實惠但成本不低

第 5 章汽車製造商的成本削減措施

特斯拉
- 電池的內部生產和供應商的增加
- 加強車輛設計
- 廉價的自動駕駛解決方案
- 生產可擴展性
傳統汽車製造商
- 共享汽車平台
- 加強車輛設計
新的汽車製造商
- 通過傳統汽車製造商的平台進行開發
- 內部汽車軟件技術
- 供應鏈自治
- 直銷模式

第6章MIC的意見

附錄

簡介目錄圖表

Product Code: NARPT23051701

As the global energy crisis intensifies, the demand for environmental protection is also growing significantly. EVs (Electric Vehicles) are considered a greener and more sustainable transportation option worldwide. However, the long-standing high prices have limited the popularization of EVs. With the continuous advancement of technology and active promotion of policies, the global automotive market is gradually changing. In addition to the price of EVs, the TCO (Total Cost of Ownership) for fuel-powered and electric vehicles is becoming comparable, making consumers more willing to choose electric vehicles. This report provides an overview of the development of the affordable EVs from the perspectives of policy support and price reduction; looks into key factors leading to cost reduction in EVs; examines the cost-reduction measures of carmakers and analyzes the development trends of traditional and new carmakers in affordable EVs.

1. Policy Support as Key Driving Force for Affordable EV

1.1 Policy Promotion
1.2 Policy Thrust
1.3 Gradual Decline in EV Prices of Automakers in Recent Years
- 1.3.1 Tesla
- 1.3.2 Volkswagen Group
- 1.3.3 Audi
- 1.3.4 BYD
- 1.3.5 Nissan

2. The Popularization and Affordability of Electric Vehicles Go Hand in Hand

2.1 Gradual Improvement in EV Service Levels
- 2.1.1 Vehicle Range for EVs Improved
- 2.1.2 Gradual Completion of Charging Infrastructure
- 2.1.3 Charging Payment Methods Becoming Easier
- 2.1.4 Supporting Regulations for Charging Infrastructure
2.2 Declining Prices of EVs Following Mass Production
2.3 Energy Crisis Impacting Oil Prices While Electricity Prices Remain Stable
2.4 Similar Costs of Ownership between Electric and Fuel-powered Vehicles
2.5 Mobility-as-a-Service as New Future Trend
- 2.5.1 Cruise
- 2.5.2 Waymo
- 2.5.3 Zoox
- 2.5.4 Baidu

3.Key Factors Promoting Cost Reduction in EV

3.1 Battery Costs
3.2 Automotive Semiconductor Costs
3.3 Changing Landscape of Electronic-Electric Vehicle Architecture

4.The Mindset of Carmakers on Affordable Cars

4.1 Affordable Car Models Vie for Market Share
4.2 Car Prices are Affordable but Not Low-Cost

5.Cost-Reduction Measures of Carmakers

5.1 Tesla
- 5.1.1 In-house Battery Production and Increased Suppliers
- 5.1.2 Vehicle Design Enhancements
- 5.1.3 Affordable Self-driving Solutions
- 5.1.4 Production Scalability
5.2 Traditional Carmakers
- 5.2.1 Shared Car Platform
- 5.2.2 Vehicle Design Enhancements
5.3 New Carmakers
- 5.3.1 Development Through Platforms of Traditional Carmakers
- 5.3.2 In-house Automotive Software Technology
- 5.3.3 Supply Chain Autonomy
- 5.3.4 Direct Sales Model

6.MIC Perspective

Appendix

List of Companies

List of Tables

Table 1 Electric Vehicle Policies in Major Countries: Subsidy Reduction and Termination Timelines
Table 2 Electric Vehicle Policies in Major Countries: Continued Subsidy Support with Stricter Conditions
Table 3 Regulations on Charging Stations of Major Countries
Table 4 Sensor Adoption in Self-Driving Solutions of Major Carmakers Table 5 Production Information of Tesla's Major Factories

List of Figures

Figure 1 Promotional Policies on Charging Stations and Piles of Major Countries
Figure 2 Concept of Electric Vehicle Charging Roaming Services
Figure 3 The Illustration of Cruise EV Model
Figure 4 The Illustration of Waymo EV Model
Figure 5 The Illustration of Zoox EV Model Figure 6 The Illustration of Baidu EV Model

簡介目錄圖表