電動汽車油液：市場分析和機遇

本報告研究了電動汽車油液市場，並提供了目標國家/地區的規模和增長、技術趨勢、市場機遇、挑戰和未來前景等信息。

內容

簡介

執行摘要

國家概況

• 四個市場的詳細資料（列於表 1），包括以下信息：

電動商用車車隊規模和增長

• 當前電動商用車數量和增長：BEV、HEV、PHEV
• 主要細分市場：公路、非公路（建築和採礦）
• 電動動力系統類型：BEV、FCV、HEV/MHEV、PHEV
• 2040 年脫碳政策和展望

電動商用車的動力總成技術趨勢

當前和未來的 EV 架構和電動 CV 趨勢

• 電池技術趨勢分析：優化、能量密度、新材料
• 熱管理系統的說明，包括電池、電動機
• 電動動力總成技術講解及未來技術發展
• 主要 EV OEM 的技術重點、新車型的推出、與潤滑油供應商和一級供應商的關係

電動汽車用流體市場分析

發動機油、變速箱油、冷卻液和潤滑脂市場概況

• 當前和未來的 OEM 規範
• 保養方法及排水間隔
• 總體需求：工廠填充與服務填充

市場評級

• 技術發展對電動汽車流體需求的影響
• 對潤滑油行業參與者的影響
• 市場機遇和挑戰
• 長期展望（2040 年）

Regional Coverage: China, Europe, Japan United States.

Accelerating decarbonization efforts in the commercial vehicle (CV) sector are promoting the deployment of low- and zero-emission technologies. Electrification remains a viable option for CV applications. Electrification of commercial vehicles will drive technological innovation, as performance requirements for the various fluids consumed in electric CVs are different from those used in conventional Internal Combustion Engine (ICE) vehicles. EVs will herald a new lubricants market niche focused on the lubrication needs of EVs specifically used in commercial applications.

Scope

• Assessment of the current and projected electric CV fleet in terms of overall size, technologies used, and key OEMs

• Analysis of fluid requirements for different EV technologies

• Assessment of the impact of various EV technologies such as e-drivelines and e-axles on EV fluid specifications and demand

• Electric CV maintenance and fluid change practices and the resulting demand for electric CV fluids (including fuel cell vehicles)

• Analysis of evolving dependencies among the various stakeholders in the electric commercial vehicle supply chain

• Identification of market opportunities and challenges

FEATURES CONSTRUCTION AND MINING SECTORS

Report Benefits

This report assists lubricants industry participants in identifying opportunities and challengeswithin the EV fluids market for commercial vehicles. It will also serve as an invaluable tool in the strategic planning process. Specifically, the report helps subscribers:

• Develop an understanding of the emerging EV technologies that are reshaping the commercial vehicles fluids market

• Assess current and future demand for various EV fluids in commercial vehicles fleets based on maintenance and fluid change practices

• Understand the emerging performance requirements for electric CV fluids; design and develop products meeting these requirements

Table of Contents

Introduction

Executive Summary

An overview of the report findings

Country Profiles

• Detailed profiles of four markets (listed in Table 1) will be provided, including the following information:

Electric Commercial Vehicle Fleet Size and Growth

• Description of the current electric commercial vehicle fleet by:(BEV, HEV, and PHEV) and growth
• Major segment: on-highway, off-highway (construction and mining)
• Electric powertrain type: BEV, FCV, HEV/MHEV, and PHEV)
• Decarbonization policies and 2040 outlook

Trends in Electric Commercial Vehicle Powertrain Technologies

Description of current and emerging EV architectures and trends in electric CVs

• Analysis of battery technology trends: optimization, energy density, new materials
• Description of thermal management systems including battery, e-motors
• Description of electric powertrain technologies and future technological development
• Technology focus of leading EV OEMs, introduction of new models, and their relationship with lubricants suppliers and Tier 1 suppliers

Electric Vehicles Fluids Market Analysis

Engine oils, transmission fluids, coolants, and grease markets will be profiled, covering the topics listed below:

• Current and future OEM specifications
• Maintenance practices and drain intervals
• Overall demand and splits by factory fill versus service fill

Market Appraisal

• Impact of technological evolution in electric vehicle fluids demand
• Implications for lubricants industry participants
• Market opportunities and challenges
• Long-term outlook (2040)