中国の電気自動車 (EV) 駆動用モーター産業の分析

当レポートでは、中国の電気自動車 (EV) 駆動用モーター産業について調査分析し、発展環境、需給、主要メーカー、競合、生産コスト動向と価格動向、主要促進要因と市場機会、需給予測について、体系的な情報を提供しています。

第1章 電気自動車 (EV) 駆動用モーター産業の関連概念

• 概念
• 分類
• 概要
• 手法

第2章 中国の電気自動車 (EV) 駆動用モーター産業の分析

• 発展環境
• 供給分析
• 需要分析

第3章 中国の電気自動車 (EV) 駆動用モーター産業の市場競合

• 参入障壁
• 競合パターン

第4章 中国の電気自動車 (EV) 駆動用モーター主要メーカー

• BYD Company Limited
• Beijing Automotive Group Co., Ltd. ("BAIC Group")
• Zhengzhou Yutong Bus Co., Ltd.
• JEE Automation Equipment Co., Ltd.
• United Automotive Electronic Systems Co., Ltd.
• Jing-Jin Electric Technologies Co., Ltd.
• Jiangling Motors Co., Ltd.
• Shanghai Edrive Co., Ltd.
• Changsha Zotye Auto Industry Co., Ltd.
• Nanjing Yueboo Power System Co., Ltd.

第5章 中国の電気自動車 (EV) 駆動用モーターの原材料コストと価格の分析

• コスト分析
• 価格分析

第6章 中国の電気自動車 (EV) 駆動用モーター産業の見通し

• 発展影響要因
• 供給予測
• 需要予測

Description

With government support and technological progress, the global electric vehicle market is developing rapidly. The production volume increased rapidly from only 68,000 units in 2011 to 1.223 million units in 2017. The performance of the US, European and Chinese markets is excellent. With the rapid development of the global electric vehicle industry, the electric vehicle drive motor industry is also growing rapidly.

As one of the three core components of the new energy vehicle, the drive motor is mainly composed of the stator, the rotor, the housing, the connector, the resolver, etc. The drive motor and the controller constitute the core system of the new energy vehicle, i.e. the drive motor system, whose performance determines the main performance indicators such as a vehicle's climbing performance, acceleration and maximum speed. At present, the driving motors used in new energy vehicles mainly include DC motors, AC motors and switched reluctance motors. Permanent magnet synchronous motors take up the largest share of the Chinese motor market, followed by AC asynchronous motors.

In recent years, the Chinese government is vigorously advocating and has introduced a series of policies for the development of new energy vehicles, which booms the new energy vehicle industry. From 2015 to 2017, the production and sales volume of new energy vehicles (electric vehicles) in China ranked the first in the world for three consecutive years. As a result, the market size of drive motors surged from CNY 470 million in 2013 to CNY 9.27 billion in 2017. The unprecedented market prospect has led to a sharp increase in the number of industry participants and increasingly fierce market competition. The electric vehicle drive motor manufacturers in China mainly include the enterprises that have experience in the manufacture of traditional automobiles and auto parts, for example, BYD and BAIC Group; the enterprises that have experience in the manufacture of motors for other sectors, for example, Zhongshan Broad-Ocean Motor Co., Ltd. and Jiangxi Special Electric Motor Co., Ltd.; and the motor enterprises established for new energy vehicles, for example, Shenzhen Greatland Electrics Inc. and Shanghai Dajun Technologies Inc. The costs of driving motors account for a high proportion. In the past two years, the increase in the prices of upstream raw materials and the decrease in downstream automobile prices has put great pressure on the cost control of motor enterprises.

The development of new energy vehicles (electric vehicles) is the fundamental solution to reducing environmental pollution and the reliance on fossil fuels. From 2018 to 2022, the global and Chinese electric vehicle production will continue to rise rapidly, thus creating a broad market for the drive motor industry. In 2017, the production and sales volume of electric vehicles in China accounted for more than half of the global total. It is expected that the supply of electric vehicle drive motors in China will maintain rapid growth from 2018 to 2022 and the market size will reach approximately CNY 15 billion in 2022, representing a huge market potential.

Topics Covered:

• Development environment of China's electric vehicle drive motor industry
• Supply of and demand for electric vehicle drive motors in China
• Major electric vehicle drive motor manufacturers in China
• Competition in China's electric vehicle drive motor industry
• Production cost trend and price trend of electric vehicle drive motors
• Major driving forces and market opportunities for China's electric vehicle drive motor industry from 2018 to 2022
• Forecast on the supply of and demand for new energy vehicles in China from 2018 to 2022

Table of Contents

1 Relevant Concepts of Electric Vehicle Drive Motor Industry

• 1.1 Concept of Electric Vehicle Drive Motors
• 1.2 Classification of Drive Motors
• 1.3 Overview of Global Electric Vehicle Drive Motor Industry
• 1.4 Methodology
• 1.4.1 Parameters and Assumptions
• 1.4.2 Data Sources
• 1.4.3 About CRI

2 Analysis on China's Electric Vehicle Drive Motor Industry

• 2.1 Development Environment of China's Electric Vehicle Drive Motor Industry
• 2.1.1 Economic Environment
• 2.1.2 Policy Environment
• 2.1.3 Technological Environment
• 2.2 Analysis on Supply of Electric Vehicle Drive Motors in China
• 2.3 Analysis on Demand for Electric Vehicle Drive Motors in China

3 Analysis on Market Competition in China's Electric Vehicle Drive Motor Industry

• 3.1 Barriers to Entry in China's Electric Vehicle Drive Motor Industry
• 3.1.1 Technical Barriers
• 3.1.2 Barriers of Industry Chain Cooperation
• 3.1.3 Barriers of Customer Certification
• 3.1.4 Capital Barriers
• 3.2 Competition Pattern of China's Electric Vehicle Drive Motor Industry
• 3.2.1 Bargaining Power of Raw Materials and Parts Suppliers
• 3.2.2 Bargaining Power of Consumers
• 3.2.3 Internal Competition of Electric Vehicle Drive Motor Industry
• 3.2.4 Potential Entrants to Electric Vehicle Drive Motor Industry
• 3.2.5 Substitutes for Electric Vehicle Drive Motors

4 Major Electric Vehicle Drive Motor Manufacturers in China, 2015-2018

• 4.1 BYD Company Limited
• 4.1.1 Enterprise Profile
• 4.1.2 Operation
• 4.2 Beijing Automotive Group Co., Ltd. ("BAIC Group")
• 4.3 Zhengzhou Yutong Bus Co., Ltd.
• 4.4 JEE Automation Equipment Co., Ltd.
• 4.5 United Automotive Electronic Systems Co., Ltd.
• 4.6 Jing-Jin Electric Technologies Co., Ltd.
• 4.7 Jiangling Motors Co., Ltd.
• 4.8 Shanghai Edrive Co., Ltd.
• 4.9 Changsha Zotye Auto Industry Co., Ltd.
• 4.10 Nanjing Yueboo Power System Co., Ltd.

5 Analysis on Raw Material Costs and Prices of Electric Vehicle Drive Motors in China

• 5.1 Analysis on Costs of Electric Vehicle Drive Motors
• 5.2 Analysis on Prices of Electric Vehicle Drive Motors

6 Prospect of China's Electric Vehicle Drive Motor Industry, 2018-2022

• 6.1 Factors Influencing Development of China's Electric Vehicle Drive Motor Industry
• 6.1.1 Major Driving Factors and Market Opportunities
• 6.1.2 Threats and Challenges
• 6.2 Forecast on Supply of Electric Vehicle Drive Motors in China
• 6.3 Forecast on Demand for Electric Vehicle Drive Motors in China

Selected Charts

• Chart Classification of Electric Vehicle Drive Motors
• Chart Production Volume of New Energy Vehicles in China, 2013-2017
• Chart Chinese Government's Policies on Electric Vehicle Drive Motors
• Chart Production Volume of Electric Vehicle Drive Motors in China, 2013-2017
• Chart Market Size of Electric Vehicle Drive Motors in China, 2013-2017
• Chart Ranking of Electric Vehicle Drive Motor Manufacturers in China, 2016
• Chart Profile of BYD Company Limited
• Chart Prices of Sintered NdFeB in China, 2015-2018
• Chart Factory Prices of Silicon Steels in China, 2015-2018
• Chart Forecast on Supply of Drive Motors, 2018-2022
• Chart Forecast on Market Size of Drive Motors, 2018-2022