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市場調查報告書

EV (電動運輸設備) 的全球市場 (2020-2030年):第2版

Electric Vehicles 2020-2030: 2nd Edition

出版商 IDTechEx Ltd. 商品編碼 926280
出版日期 內容資訊 英文 153 Slides
商品交期: 最快1-2個工作天內
價格
EV (電動運輸設備) 的全球市場 (2020-2030年):第2版 Electric Vehicles 2020-2030: 2nd Edition
出版日期: 2020年02月24日內容資訊: 英文 153 Slides
簡介

包含乘用車、巴士、小型、中型、大型卡車、微型EV、建築、農業、礦業用車輛、飛機、船舶等的全球EV (電動運輸設備)市場,其規模預測在2030年將成長至超越1兆美元。

本報告調查了全球EV (電動運輸設備)市場,並統整了各類型的技術動向、地區動向、法規及其他影響因素分析、類型別的出貨輛數及電池容量等的變化和預測等。

第1章 執行摘要、總論

  • 全球EV市場展望
  • 乘用車:出貨輛數預測
  • 乘用車:市場規模、電池容量
  • 巴士:出貨輛數預測
  • 巴士市場規模、電池容量
  • 小型、中型、大型卡車:出貨輛數預測
  • 小型、中型、大型卡車:市場規模、電池容量
  • 微型EV:出貨輛數預測
  • 微型EV:市場規模、電池容量
  • 建築用、農業用、礦業用:出貨輛數預測
  • 建築用、農業用、礦業用:市場規模、電池容量
  • 電動飛機:出貨輛數預測
  • 電動飛機:市場規模、電池容量
  • 船舶:出貨輛數預測
  • 船舶:市場規模、電池容量

第2章 簡介

第3章 汽車

  • 資料表:充電式電動汽車的預測:國別
  • 中國的新能源汽車
  • 中國的誘因
  • 中國:分散化的市場
  • 電動汽車的販售集中
  • 人氣電動汽車車型比較
  • EV排放量
  • 燃料電池:市場機會縮小
  • 燃料電池汽車成長的歷史,等

第4章 巴士

  • 摘要
  • 引進電動巴士的原因
  • 全球巴士持有輛數:類型
  • 電動巴士的新類型
  • 成長推動因素、巴士電化的時機
  • 純電動&油電混合巴士:動力總成的優點
  • 電動巴士的領袖
  • 中國巴士的全球化:成本上的優點
  • 電動巴士市場:今後的主要活動
  • 純電動巴士的納入預測,等

第5章 小型商用車

  • eLCV販售
  • 小型商用車的分類
  • 道路貨物的持續成長
  • 小型電動廂型車的TCO上的優點
  • 電動、柴油引擎LCV成本
  • eLCV:地區市場概要
  • 全球市場預測:重點
  • 地區市場預測:重點,等

第6章 卡車

  • 電動卡車的重要性
  • 道路貨物需求的持續成長
  • 全球CO2排放量:中型、大型卡車
  • 零排放的中型、大型卡車行車距離
  • 大型卡車:BEV or 燃料電池?
  • 主要卡車品牌:歐洲
  • 主要卡車品牌:美國
  • 主要卡車品牌:中國
  • 全球市場預測:重點
  • 地區市場預測:重點

第7章 建築、農業、礦業

  • 摘要
  • 市場成長促進因素
  • 未來的建築地點:由可搬式零排放發電機組充電的EV、機器人
  • 未來的農業:On-borad太陽能&由可搬式零排放發電機組充電的機器人、無人機
  • 未來的礦業:由零排放微網格充電的電動車、飛機
  • 純電動挖土機
  • 純電動&油電混合挖土機的需求
  • 邁向終局的進化:全電動CAM載體
  • 建築、農業、礦業部門的EV市佔率預測
  • 主要供應商的Convergence
  • 主要農業機器公司的獲益
  • 建築、農業、礦業用EV市場的展望,等

第8章 微網格EV

  • 微型交通工具的重要性
  • 微型交通工具:在亞洲為主流
  • 電動兩輪車:簡介
  • 歐洲:e-Bike的成長市場
  • e-Bike的定義:依地區不同
  • 法規:地區別
  • 在中國的電動兩輪車製造
  • 印度的最後一哩運送的重要性
  • 印度市場的恢復
  • 何謂電動摩托車
  • 電動摩托車:美國、EU
  • 印度的主要EV業者
  • 新興業者

第9章 飛機

  • 摘要
  • 電動飛機的重要性
  • 載人電動飛機的課題
  • 現在的短距、中距、短距的定向市場
  • 主要企業、主要車型名單:類型別
  • 法規上的障礙、成長推動因素
  • 無人機:用途、類型的擴大
  • 對高度無人機的大規模投資,等

第10章 船舶

  • 電動船、船舶:悠久的歷史
  • 船舶市場的分類
  • Torqeedo:船內、船外機
  • 主要成長市場:C&I船
  • 排放管制的焦點
  • 排放管制區域 (ECA)
  • 含硫量限制
  • 世界第一艘純電動貨櫃船
  • 船舶的CO2排放
  • 法規發展
  • 向船舶引進電池
  • 與汽車產業的連接點,等
目錄

Title:
Electric Vehicles 2020-2030: 2nd Edition
Markets, technology, manufacturers, opportunities. Land, water, air: unique detail.

The EV market will exceed $1,000bn by 2030, 100 sectors appraised.

‘Electric Vehicles 2020-2030’ is the most definitive market report for the electric vehicle industry spanning land, sea, and air.

This report includes detailed sections on: passenger cars, buses, light commercial vehicles, medium & heavy duty trucks, micro-EVs, construction, agriculture, mining, aircraft, and marine. For each category a granular 10-year market forecast has been given by units, market value, and batter capacity.

The electrification of transportation sector will be one of the largest upheavals in market dynamics over the next two decades. There will be significant winners and notable losers across the supply chain. Many actors are wise to this and preparing accordingly, but others are progressing blindly into this revolution. Across the industry there are emerging players and, with the evolution of autonomous mobility, emerging markets such as robot shuttles, sky taxis, and agricultural equipment.

For each of the categories, a deep-dive analysis is provided. IDTechEx analysts are truly embedded in the field and couple primary information with a deep technical understanding and granular forecasting. Technology constraints, key players, addressable markets, strategic pitfalls, market drivers, and timelines to commercial success are addressed for each section.

The science and engineering improvements cannot be overlooked for a true understanding of what is to come. Developments from the materials to complete component level are being observed for lithium-ion battery (cell, module, and pack level), traction motors, power electronics, thermal management, charging infrastructure and more. The market analysis is also systematically broken down by powertrain type to give the reader a full appraisal of how each sectors segmentation. IDTechEx leverages its extensive technical background in these topics to provide clear independent outlooks for each scenario.

Within each sector there are key geographical variations. China has taken a commanding position in many and as well as addressing the local market demand the manufacturers are gaining traction internationally. However, each region has different market trends and drivers mostly led by their own national incentives.

Despite other markets undergoing a transformation, the electric passenger-car market will have the largest impact. A 20-year outlook models the impact of mobility-as-a-service to cause the total car market to drop. A regional breakdown is given for plug-in variants as this "peak-car" scenario is realised. Nevertheless, the passenger cars will be the biggest demand for battery capacity in the mid-term and continue to grab the most attention. A holistic independent appraisal of this market is included for the reader.

This market report acts as the definitive guide for all the future winners and losers of this electric revolution. Strategic decisions over the coming years will be significant as to the future success of companies and nations alike. Expensive, if not irredeemable, mistakes will be made from those in denial about this transition.

Analyst access from IDTechEx

All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY AND CONCLUSIONS

  • 1.1. Global outlook for electric vehicles
  • 1.2. Passenger cars - unit forecast
  • 1.3. Passenger cars - market value and battery capacity
  • 1.4. Buses - unit forecast
  • 1.5. Buses - market value and battery capacity
  • 1.6. Light, medium, and heavy duty trucks - unit forecast
  • 1.7. Light, medium, and heavy duty trucks - market value and battery capacity
  • 1.8. Micro-EVs - unit forecast
  • 1.9. Micro-EVs - market value and battery capacity
  • 1.10. Construction, Agriculture, and Mining - unit forecast
  • 1.11. Construction, Agriculture, and Mining - market value and battery capacity
  • 1.12. Electric aircraft - unit forecast
  • 1.13. Electric aircraft - market value and battery capacity
  • 1.14. Marine - unit forecast
  • 1.15. Marine - market value and battery capacity

2. INTRODUCTION

  • 2.1. Useful EV definitions
  • 2.2. EV patent analysis: battery or fuel cell?
  • 2.3. Pure electric vehicle adoption: small vehicles cost effective first
  • 2.4. EV powertrains and technology
  • 2.5. How ten key enabling technologies will improve to serve primary needs
  • 2.6. Timeline for lithium-ion battery performance

3. CARS

  • 3.1. 2017 peak car?
  • 3.2. Why did car sales decline in China?
  • 3.3. The global race for electric cars amid peak car
  • 3.4. Data table - plug-in electric car forecast by country
  • 3.5. China's new energy vehicles 2015-2019
  • 3.6. China incentives
  • 3.7. China's fragmented market
  • 3.8. Europe: moving from carrot to stick
  • 3.9. Concentration of electric car sales
  • 3.10. Comparison of popular electric car models
  • 3.11. EV emissions less in most parts of world
  • 3.12. Diminishing opportunities for fuel cells
  • 3.13. Historic growth of fuel cell cars

4. BUSES

  • 4.1. Summary
  • 4.2. Why adopt electric buses?
  • 4.3. Buses population worldwide by types 2025
  • 4.4. New types of electric bus: autonomous, not competing with conventional buses
  • 4.5. Drivers and timing of bus electrification
  • 4.6. Benefits of pure electric bus powertrains and to some extent hybrid
  • 4.7. Electric bus leadership: focus on pure electric now
  • 4.8. China buses go global: cost advantages
  • 4.9. How China cost advantage facilitates market share
  • 4.10. Electric bus key market events 2020-2040
  • 4.11. Pure electric bus delivery completion dates examples 2020-2040
  • 4.12. Predicting the electric bus killer blow of lower up-front price by type 2020-2040

5. LIGHT COMMERCIAL VEHICLE

  • 5.1. An imminent boom in eLCV sales
  • 5.2. Light commercial vehicle classification
  • 5.3. Continued growth in road freight demand
  • 5.4. Electric small vans TCO advantage over diesel
  • 5.5. Electric and diesel LCV cost parity
  • 5.6. eLCV regional summary
  • 5.7. Key global forecast takeaways
  • 5.8. Key regional forecast takeaways

6. TRUCKS

  • 6.1. Why electric trucks?
  • 6.2. Continued growth in road freight demand
  • 6.3. Global CO2 emission: medium & heavy duty trucks
  • 6.4. Range of zero emission medium and heavy trucks
  • 6.5. Heavy-duty: BEV or fuel cell?
  • 6.6. Main truck brands in Europe
  • 6.7. Main truck brands in the US
  • 6.8. Main truck brands in China
  • 6.9. Key global forecast takeaways
  • 6.10. Key regional forecast takeaways

7. CONSTRUCTION, AGRICULTURE AND MINING

  • 7.1. Summary
  • 7.2. Market drivers
  • 7.3. Construction site of the future: electric vehicles/ robots charged by movable zero gensets
  • 7.4. Farm of the future: robots and drones charge from on-board solar and mobile "zero gensets"
  • 7.5. Mine of the future: electric land and air vehicles charging from zero emission mine microgrids
  • 7.6. Pure electric mining vehicle
  • 7.7. Why we need pure electric and hybrid mining vehicles
  • 7.8. Progress towards the end game: all electric CAM vehicles
  • 7.9. CAM electric vehicle value market share % in 2020 and EV CAM % 2030
  • 7.10. Major suppliers' coverage across CAM electric vehicles
  • 7.11. Revenues of top agricultural equipment companies
  • 7.12. CAM EV market outlook: examples hybrid vs pure electric

8. MICRO-EVS

  • 8.1. What is micro-mobility?
  • 8.2. Micro-mobility: dominant in Asia
  • 8.3. Electric two-wheelers - introduction
  • 8.4. The two-wheeler narrative - regional distribution
  • 8.5. Europe is a growing market for e-bikes
  • 8.6. Why e-bikes are popular
  • 8.7. 'e-bike' can mean different things
  • 8.8. Regulations vary across the world
  • 8.9. Production of electric two wheelers in China
  • 8.10. Last-mile travel important in India
  • 8.11. India market recovering, still reliant on subsidies
  • 8.12. What is an e-motorcycle?
  • 8.13. Historic motorcycle sales: EU and US
  • 8.14. Major players going electric in India?
  • 8.15. Key emerging motorcycle players

9. AIRCRAFT

  • 9.1. Summary
  • 9.2. Why go electric for crewed electric aircraft?
  • 9.3. Major challenges associated with crewed electric aircraft
  • 9.4. More electric aircraft
  • 9.5. Categorisation of manned electric aircraft
  • 9.6. Model analysis - anticipated range
  • 9.7. Current short and medium-range addressable market
  • 9.8. Current long-range addressable market
  • 9.9. List of some key players and models by categorisation
  • 9.10. Regulatory barriers and legislative drivers
  • 9.11. Drones - widening uses and types
  • 9.12. Large expenditure on high altitude drones

10. MARINE

  • 10.1. Electric boats and ships: a long history?
  • 10.2. Marine market segments
  • 10.3. Torqeedo inboards and outboards
  • 10.4. Key growth market: C&I vessels
  • 10.5. Focus of emissions regulation
  • 10.6. Emission Control Areas (ECA)
  • 10.7. Emission Control Areas (ECA)
  • 10.8. Unprecedented global cap on sulphur
  • 10.9. World's first pure electric container ship
  • 10.10. Huge rise in CO2 emissions from shipping forecast
  • 10.11. Analysis of regulatory developments
  • 10.12. Battery deployment in boats and ships
  • 10.13. Crossover with the auto industry