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市場調查報告書

xEV (電動車)的全球市場和電池的供需相關預測 (到2030年)

<2021.1H> Global xEV market and Battery supply & demand outlook (~2030)

出版商 SNE Research 商品編碼 1002629
出版日期 內容資訊 英文 200 Pages
商品交期: 請詢問到貨日
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Notice: The original report is written in Korean. Please ask us for more information regarding delivery time.

xEV (電動車)的全球市場和電池的供需相關預測 (到2030年) <2021.1H> Global xEV market and Battery supply & demand outlook (~2030)
出版日期: 2021年03月30日內容資訊: 英文 200 Pages
簡介

2020年的車輛銷售業績,與上一年相比出現了更多的退化現象。隨著COVID-19延長,汽車廠商,與上年度相比開始訂購少量的汽車半導體。可是,實際的汽車需求大幅超過汽車製造商期待,成為汽車半導體的目前供需問題的原因之一。

本報告提供全球xEV (電動車) 市場與電池的需求與供給調查分析,至2030年的中長期性的預測相關的系統性資訊。

目錄

第1章 全球汽車市場預測

第2章 電力PV市場中長期性的預測 (BEV + PHEV)

  • 電力PV市場預測
  • EV的比例預測
  • 電力PV預測:各OEM
  • 銷售預測:主要各OEM
    • VW,Toyota,Renault-Nissan,TESLA,HKMC,GM,HONDA PSA,Geely,FCA,FORD,Daimler,BMW

第3章 電力PV市場預測:各地區

  • 美國的EV市場預測
  • 北美的EV市場預測 (除了美國之外)
  • 歐洲的EV市場預測
  • 中國的EV市場預測
  • 日本的EV市場預測
  • 韓國的EV市場預測
  • 其他EV市場預測

第4章 電力巴士市場預測

  • 電力巴士市場預測
  • 電力巴士市場預測:各地區

第5章 電力卡車市場預測

  • 電力卡車市場預測
  • 電力卡車市場預測:各地區

第6章 LIB市場、銷售價格預測

  • EV的平均電池容量預測
  • EV電池銷售價格預測
  • EV電池的市場規模預測

第7章 EV電池市場預測

  • xEV電池的需求預測
  • 電力PV電池的需求預測
  • 電力CV電池的需求預測
  • 電力巴士電池的需求預測
  • 電力卡車電池的需求預測
  • xEV電池的需求預測:各地區

第8章 電池的需求預測:各汽車製造廠商

  • 電池的需求預測:全球OEM廠商 (PV)
  • 電池的需求預測:中國的廠商 (PV)

第9章 供給預測:各LIB製造廠商

  • 電池供給預測:各製造國
  • 電池供給預測:各生產地區
  • 韓國的製造商預測
  • 日本的製造商預測
  • 中國的製造商預測
  • 歐洲的製造商預測
  • 美國的製造商預測

第10章 電池的供需相關中長期性的預測

  • 全球中長期性的供需預測
  • 中國的中長期性的供需預測
  • 全球中長期性的供需預測 (中國以外)
  • 歐洲中長期性的供需預測
  • 北美中長期性的供需預測

附錄

第1章 全球汽車法規與EV推動政策

  • EV的供給目標:各主要國家
  • 主要城市的內燃機車的撤退宣言
  • 汽車法規與EV推動政策:各主要國家

第2章 EV的主要汽車製造商銷售目標

第3章 主要汽車製造商趨勢

目錄

One year chaotic with COVID-19 has passed. Nevertheless, the worldwide epidemic of COVID-19 did not stop; thereby, the shock, especially received by the automobile industry among various industries, was very great.

In 2020, for the vehicle sales performance, there were many cases showing degrowth, compared to the previous year. As CORONA-19 became prolonged, automakers, not expecting an increase in car sales, started to order a smaller amount of automotive semiconductors, compared to the previous year. However, actual demand for automobiles greatly exceeded the expectations of car makers, which contributed to the current supply and demand problems on semiconductors for automobiles.

As time passes, the automobile market will recover the same market size as it used to be, but the market size of internal-combustion engines is expected not to be the same as before. It's because following after Elon Musk's Tesla, Volkswagen in Germany has also begun to adopt aggressive electrification policies. Both companies have ever announced their own electrification policies and technology directions through the events, like the "Battery Day" and the "Power Day", respectively.

Hyundai-Kia Motors also announced their full-scale entry into the electric vehicle (EV) era by releasing Ioniq 5 and EV6 ? which are using "E-GMP", their own modular platform. All are currently pursuing the electrification business without any agitations even in the COVID-19 situation.

In the report, the “Global xEV Market and Battery Supply & Demand Outlook”, which was newly updated this time, we subdivided the EV market, which will grow after the end of COVID-19 in the future, into manufacturers and regions for the finished cars. In addition, we conducted an analysis on the supply diversification and demand & supply ? which will occur in the future ? for secondary batteries.

We hope this report will be helpful to those who will read this report, including persons concerned in the secondary battery and EV industry, and the like, and wish that COVID-19 will rapidly end and that the market will be recovered.

Table of Contents

1. Outlook for Global Automobile Market

2. Mid-to-Long Term Market Outlook for Electric PVs (BEV+PHEV)

  • 2.1. Market Outlook for Electric PVs
  • 2.2. Outlook for Proportion of EV
  • 2.3. Outlook for Electric PVs by OEMs
  • 2.4. Sales Outlook by Top OEMs
    • VW, Toyota, Renault-Nissan, TESLA, HKMC,GM,HONDA, PSA, Geely, FCA, FORD, Daimler, BMW

3. Electric PV Market Outlook by Region

  • 3.1. Outlook for EV Market in USA
  • 3.2. Outlook for EV Market in North American (except USA)
  • 3.3. Outlook for EV Market in Europe
  • 3.4. Outlook for EV Market in China
  • 3.5. Outlook for EV Market in Japan
  • 3.6. Outlook for EV Market in Korea
  • 3.7. Outlook for Other EV Markets

4. Outlook for Electric BUS Market

  • 4.1. Outlook for Electric BUS Market
  • 4.2. Outlook for Electric BUS Market by Region

5. Outlook for Electric TRUCK Market

  • 5.1. Outlook for Electric TRUCK Market
  • 5.2. Outlook for Electric TRUCK Market by Region

6. Outlook for LIB Market and Selling Price

  • 6.1. Outlook for Average Battery Capacity of EVs
  • 6.2. Outlook for Selling Price of EV Battery
  • 6.3. Outlook for Market Size of EV Battery

7. Outlook for Battery Market for EVs

  • 7.1. Demand Outlook for xEV Battery
  • 7.2. Demand Outlook for Electric PV Battery
  • 7.3. Demand Outlook for Electric CV Battery
  • 7.4. Demand Outlook for Electric BUS Battery
  • 7.5. Demand Outlook for Electric Truck Battery
  • 7.6. Demand Outlook for xEV Battery by Region

8. Battery Demand Outlook by Car Maker

  • 8.1. Battery Demand Outlook by Global OEM Maker (PV)
  • 8.2. Battery Demand Outlook by Chinese Maker (PV)

9. Supply Outlook by LIB Maker

  • 9.1. Battery Supply Outlook by Country of Manufacture
  • 9.2. Battery Supply Outlook by Production Region
  • 9.3. Outlook for Korean Makers
  • 9.4. Outlook for Japanese Makers
  • 9.5. Outlook for Chinese Makers
  • 9.6. Outlook for European Makers
  • 9.7. Outlook for USA Makers

10. Mid-to-Long Term Outlook for Battery Supply and Demand

  • 10.1. Outlook for Global Mid-to-Long Term Supply and Demand
  • 10.2. Outlook for Mid-to-Long Term Supply and Demand in China
  • 10.3. Outlook for Global Mid-to-Long Term Supply and Demand (except China)
  • 10.4. Outlook for Mid-to-Long Term Supply and Demand in Europe
  • 10.5. Outlook for Mid-to-Long Term Supply and Demand in North America

Appendix

1. Global Automobile Regulation and EV Promotion Policy

  • 1.1. Supply Target of EVs by Leading Country
  • 1.2. Declaration of Exit of Internal-Combustion Vehicles in Major Cities
  • 1.3. Automobile Regulation and EV Promotion Policy by Leading Country
    • 1.3.1. Automobile Regulation and Business Status in USA
    • 1.3.2. Automobile Regulation and Business Status in Europe
    • 1.3.3. Automobile Regulation and Subsidy Policy in China

2. Sales Targets of Major Car Makers for EVs

3. Trend of Major Automobile Makers