xEV (電動車)的全球市場和電池的供需相關預測 (到2030年)

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 COVID-19世界的影響與方案

第2章 電力PV市場中長期的預測(BEV + PHEV)

• 電力PV市場預測
• 預測:各電力PV製造廠商
• 詳細的預測:各主要製造商
  • 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電池需求預測
• xEV PV電池需求預測
• xEV CV電池需求預測
• xEV 巴士電池需求預測
• xEV 卡車電池需求預測
• 電池需求預測:各xEV廠商(PV)

第8章 電池需求預測:各汽車製造廠商

• 電池需求預測:全球各OEM廠商(PV)
• 電池需求預測:中國的各廠商(PV)

第9章 供給預測:LIB各製造廠商

• 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、其他的廠商預測
• 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

Recently, the rapidly developing global electric vehicle market has seen a crisis coming.

China, the world's largest electric vehicle market, announced to stop providing subsidies for electric vehicles from China's local governments. Moreover, the US, the second-largest electric vehicle market, has seen Tesla cutting down subsidies as well. Tesla is a brand that has sold the most electric vehicles. Accordingly, global electric vehicle markets have been declining and shrinking in the second half of 2019.

Despite some of the concerns regarding the 2019 electric vehicle market, its future and prospect still remain the same in the long term. In fact, China's market where consumers would depend on subsidies is expected to reborn after restructuring this year. Furthermore, the NEV policy of the Chinese government forces the 'vehicle makers' to sell a certain amount of electric vehicles in the future.

In addition, the U.S. and Europe region will see a switch to electric vehicles, due to strong vehicle fuel-efficiency regulations. Global big OEM automobile makers, including VW, have been speeding up their transition to electric vehicles since 2020.

Accordingly, Europe massively invests to produce secondary battery cells, aiming to take the lead in the secondary battery area, which is the core value of electric vehicles. The German government has extended the size and time for providing subsidies for electric vehicles, expecting to see the growth of the electric vehicle market.

Based on the governmental policies around the world and major vehicle manufacturers' plans for electric vehicle business, this report argues the predicted demand for electric vehicles and their secondary batteries together. Moreover, this report deals with the production capacity expansion plans and other future plans of top global secondary battery suppliers. On top of that, the expected supply of secondary battery is also debated here from the perspective of the suppliers.

We hope this report can help officials in secondary battery and electric vehicle industries, research securities and academia as well.

Table of Contents

1. Global Impacts of COVID-19 and Scenarios

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

• 2.1 Market Outlook for Electric PVs
• 2.2 Outlook by Electric PV Maker
• 2.3 Detailed Outlook by Top Maker
  • 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 xEV PV Battery
• 7.3 Demand Outlook for xEV CV Battery
• 7.4 Demand Outlook for xEV BUS Battery
• 7.5 Demand Outlook for xEV Truck Battery
• 7.6 Outlook for Battery Demand by xEV Maker (PV)

8. Outlook for Battery Demand by Car Maker

• 8.1 Outlook for Battery Demand by Global OEM Maker (PV)
• 8.2 Outlook for Battery Demand 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 and other 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