市場調査レポート

商品コード

1518899

世界の電気自動車（EV）の成長展望、2024年の予測

2024 Prediction of the Global Electric Car Growth Outlook

出版日: 2024年06月25日
発行: Frost & Sullivan
ページ情報: 英文 89 Pages
納期: 即日から翌営業日

価格

Web Access (Regional License)

USD 4,950 734,233円

フロスト＆サリバンのウェブサイトへのログインパスワードが発行され、PDFをダウンロード頂くかたちでのお届けとなります。レポートPDFを同一国内にある事業所すべての方にて使用頂けるライセンスで、ご利用人数の制限もありません。PDF内のテキスト等の編集はできません。PDF内コンテンツの印刷は制限無く何回でも可能ですが、印刷したもののご利用はPDFのご利用範囲に準拠します。

価格表記: USDを日本円(税抜)に換算

本日の銀行送金レート: 1USD=148.33円

全表示
概要
目次

概要

サンプル依頼リストに入れる

電気自動車（EV）業界はOEMの価格競争で成長減速に見舞われる

Frost & Sullivanのこの分析では、最新の業界データ、現在の動向の概要、今後の展開の詳細な検討、この分野の主要関係者の内訳とその業績の内訳に基づいて、電気自動車（EV）業界の見通しを示しています。

2023年のEV販売台数は合計1,410万台で、そのうちバッテリーEVが70.2％、プラグインハイブリッドEVが29.8％を占めています。燃料電池EVの販売台数は2022年と変わらず、EV販売台数全体の0.1%未満です。世界のEV普及率は2022年の13%から16%に上昇しました。アジア太平洋（APAC）の普及率は世界最高で、小型車セグメントでは23％です。

今後の重要なEV動向としては、量販EVへのナトリウムイオン電池や固体電池の導入、ギガキャスティング、EV価格の下落、AIの活用、V2G対応車両の開発、バッテリーの修理と交換の機会などが挙げられます。主要OEMは、ナトリウムイオン電池や固体電池などの代替・先進の電池化学物質の採用を正式に発表しました。EVメーカーは、手頃な価格のEV戦略を考慮し、ギガキャスティング分野を模索していますが、採用はまだ広まっていません。

EVの販売台数は世界で推定1,850万台に達し、前年比31.1%増となります。この成長ペースは、主に欧州におけるインセンティブの見直しにより減速します。充電ポイントの設置台数は年末までに520万台を突破し、EV12台に充電コネクター1台の割合になると推定されます。世界のEV普及率は小型車セグメントで20%に達し、業界にとって画期的なこととなります。BYDは、欧州と新興アジア市場（日本、インド、タイ）でのプレゼンスを拡大するため、2023年よりも高いマージンでリーダーシップを維持します。バッテリー市場では、約94万5,000メガワット/時のバッテリー容量を供給し、この市場ではCATLが首位を維持し、BYDがこれに続きます。

EV sales in 2023 amounted to a total of 14.1 million, of which 70.2% were battery EVs and 29.8% were plug-in hybrid EVs. Fuel-cell EV sales remained the same as in 2022, constituting less than 0.1% of the total EV sales. Global EV penetration increased from 13% in 2022 to 16% in 2022. Asia-Pacific (APAC) has the highest penetration globally, with 23% in the light-duty vehicle segment.

Crucial upcoming EV trends include the introduction of sodium-ion and solid-state batteries in mass-market EVs, gigacasting, falling EV prices, usage of AI, development of vehicle-to-grid (V2G) compatible vehicles, and opportunities in battery repair and replacement. Key OEMs have officially announced the adoption of alternate and advanced battery chemistries, such as sodium ion and solid-state batteries. EV manufacturers are exploring the gigacasting space, considering their affordable EV strategy; however, adoption is not widespread yet.

Due to the discontinuation of incentives, OEMs are forced to lower EV prices to keep up with demand and compete with conventional vehicles. Most markets have either reduced or discontinued cash incentives on EVs. Battery management systems (BMS) and analytics, EV battery second life, and testing and validation will leverage AI and digitization. The development of V2G-compatible vehicles spearheads technological progress and is a priority because next-generation charging infrastructure will demand V2G-compatible vehicles.

EV sales will reach an estimated 18.5 million units globally with a 31.1% year-over-year growth. The pace of this growth will decelerate due to the revision of incentives, mainly in Europe. Charging point installations will surpass 5.2 million by the end of the year, with an estimated ratio of one charging connector for 12 EVs. The global EV penetration will reach 20% penetration in the light-duty vehicle segment, a milestone for the industry. BYD will retain the leadership with a higher margin than in 2023 as it expands its presence in Europe and emerging Asian markets (Japan, India, and Thailand). The battery market will supply approximately 945,000 megawatts/hour of battery capacity and, in this market, CATL will remain the leader, followed by BYD.

Analysis Highlights

Electric Vehicle Highlights: 2023 and Top Predictions for 2024
Global EV Market Overview, 2023 and 2024e
EV Growth and Penetration: Top 10 Markets
EV Growth and Penetration: Key OEMs
EV Battery Overview
EV Growth and Penetration: Key OEMs
EV Charging Infrastructure Development: Top 5 Markets

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the EV Industry
Growth Opportunities Fuel the Growth Pipeline EngineTM

Research Scope and Segmentation

Research Scope
EV Segmentation

2024 Global Economic Outlook

Top 10 Trends for 2024
Top 10 Growth Opportunities
Global GDP Growth: Mild Global Growth Slowdown from 3.0% in 2023 to 2.6% in 2024 as Key Economies Lose Growth Momentum
Inflation and Interest Rates: Headline Inflation will Continue to Decline; H2 2024 will Shift Towards Rate Cuts for Advanced ECONOMIES
Currency Trajectory: Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Get Boost from Q3 2024 Onwards
OIL Markets: Q1 OPEC+ Oil Production Cuts; NON-OPEC Production to Rise
Labor Market: Moderate Unemployment Uptick; Positive Expectations over Market Sentiment to Support Labor Hoarding
Critical Minerals Supplies: Need for ECONOMIC Resiliency Will Bolster Cross-border and Cross-industry Partnerships
North America: Economic Slowdown AMIDST Discretionary Spending Pullback and Elevated Interest Rates
Western Europe: Moderate Growth Pick-up as Inflation Headwinds Ease Gradually; Rebuilding Fiscal Buffers to Take Precedence
Middle East: Non-oil Growth Driven by Economic Diversification to Limit the Pullback Caused by a Slowdown in Global Oil Markets
Asia: Emerging Economies to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery

Upcoming Trends

Key Trends in the EV Market for 2024
Na-ion and Solid-state Batteries Enter the EV Mass Market
Gigacasting in EV Manufacturing
Falling EV Prices
AI in EV Charging
V2G-compatible Vehicles
Battery Repair and Replacement

EV Market Overview and Prediction to 2024e: Europe

EV Highlights: 2023 and 2024e
European EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The European Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: Americas

EV Highlights: 2023 and 2024e
Americas EV Market, 2023 And 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The US Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: China

EV Highlights: 2023 and 2024e
Chinese EV Market: 2023 and 2024e
EV Growth and Penetration: Key OEMs
The Chinese Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: APAC (excluding China)

EV Highlights: 2023 and 2024e
APAC EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The APAC Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: MEA

EV Highlights: 2023 and 2024e
MEA EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs

Growth Opportunity Universe

Growth Opportunity 1: EV Pricing Will Match Pre-incentive Prices and Compete with Conventional Vehicles
Growth Opportunity 2: Expansion into EV Emerging Markets
Growth Opportunity 3: EV Battery Repair and Replacement for First-generation EVs

Conclusions

Conclusions and Future Outlook

Next Steps

Your Next Steps
Why Frost, Why Now?
List of Exhibits
Legal Disclaimer

世界の電気自動車（EV）の成長展望、2024年の予測

2024 Prediction of the Global Electric Car Growth Outlook

目次

分析ハイライト

戦略的インペラティブ

調査範囲とセグメンテーション

世界経済の展望、2024年

今後の動向

EV市場の概要と2024年までの予測：欧州

EV市場の概要と2024年までの予測：南北アメリカ

EV市場の概要と2024年までの予測：中国

EV市場の概要と2024年までの予測：アジア太平洋（中国を除く）

EV市場の概要と2024年までの予測：中東・アフリカ

成長機会ユニバース

結論

次のステップ

Table of Contents