世界の自動車部門におけるカーボンネットゼロ戦略、2024-2030年

持続可能なイノベーション、リサイクル性、エネルギー効率に焦点を当てたカーボンネットゼロ戦略により、世界の自動車部門は変革的な成長を遂げる

自動車業界では、カーボンニュートラルが世界の自動車メーカーにとって重要な目標となっており、持続可能性へのシフトが世界的に進んでいます。ゼロエミッション車（ZEV）クレジット制度などの規制の枠組みは、メーカーの生産、技術革新、コンプライアンスへの取り組み方を変えつつあります。本調査では、世界の自動車メーカーのカーボンネットゼロ戦略について、カーボンニュートラルへの道のりの運用面、規制面、戦略面に焦点を当てて検証しています。米国、欧州、中国を含む主要市場におけるコンプライアンス達成のための計算手法や乗数の使用など、ZEVクレジット規制の詳細な分析を行っています。本調査では、持続可能な調達、脱炭素サプライチェーン、先進技術の採用におけるOEMの取り組みに焦点を当て、持続可能性への投資と市場での差別化の相互作用を紹介しています。主要自動車メーカーのカーボンネットゼロ戦略を紹介することで、地域差や技術の進歩が自動車業界の脱炭素化の情勢をどのように形成しているかについての洞察を提供しています。

主な競合企業

• Stellantis
• Ford
• General Motors (GM)
• Hyundai & Kia
• Toyota
• Volkswagen (VW)
• BYD
• SAIC
• Geely
• GM
• Toyota
• VW
• BYD
• SAIC
• Geely

目次

自動車業界におけるカーボンネットゼロへのトランスフォーメーション

• なぜ成長が難しくなっているのか？
• The Strategic Imperative 8
• 自動車業界のカーボンネットゼロ戦略に対する戦略的インペラティブトップ3の影響

エコシステム

• 分析範囲
• 主要競合企業

成長ジェネレーター

• 成長促進要因
• 成長抑制要因

成長環境

• カーボンネットゼロ戦略：主な要点
• カーボンネットゼロ戦略の範囲
• 規制カーボンクレジット：概要
• ZEVクレジット規制
• ZEVクレジット計算
• 比較分析
• カーボンネットゼロ目標が自動車メーカーに与える影響：概要
• カーボンネットゼロの達成とカーボンクレジットの活用においてOEMが直面する課題

規制とカーボンクレジット：概要

• 米国の規制環境：概要
• 米国の規制環境：最近の動向
• 欧州の規制環境：概要
• EUの規制環境：最近の動向
• 中国の規制環境：概要
• 中国の規制環境：最近の動向
• カーボンクレジット市場と取引制度がある国
• カーボンクレジット市場：主な参入企業と利害関係者
• カーボンクレジット乗数

カーボンネットゼロ戦略：運用への影響

• カーボンクレジットの自動車メーカーへの影響：概要
• 運用面での影響：持続可能性向け製品開発と設計
• 製品開発と設計：OEMの取り組みとテクノロジーベンダー
• 持続可能な材料とコンポーネントの調達
• 持続可能な調達：OEMの取り組みとテクノロジーベンダー
• 製造プロセスの最適化
• 製造プロセスの最適化：OEMの取り組みとテクノロジーベンダー
• サプライチェーンの脱炭素化
• サプライチェーンの脱炭素化：OEMの取り組みとテクノロジーベンダー
• 製造中止製品の管理とリサイクル戦略
• 製造中止製品の管理：OEMの取り組み
• 製造中止製品の管理：テクノロジーベンダーの実現

カーボンネットゼロ戦略：財務的影響

• カーボンネットゼロ目標が自動車メーカーに与える影響：概要
• 財務的影響：経済的取り組み、利益
• カーボンネットゼロ戦略への投資：OEMへの影響
• カーボンクレジットの高騰による価格上昇

カーボンネットゼロ戦略：市場力学

• カーボンネットゼロ目標が自動車メーカーに与える影響：概要
• 市場力学への影響：ネットゼロ戦略によるOEMの差別化
• ネットゼロ戦略によるOEMの差別化：OEMの取り組み

カーボンネットゼロ戦略：組織戦略とビジョン

• カーボンネットゼロ目標が自動車メーカーに与える影響：概要
• 組織戦略とビジョンへの影響：パートナーシップ
• 組織戦略・ビジョンへの影響：買収
• 組織戦略・ビジョンへの影響：合弁事業
• OEMのネットゼロ戦略における地域差

主要な自動車メーカーのカーボンネットゼロ戦略

• 自動車ブランドとカーボンネットゼロのロードマップ
• Stellantis
• Volkswagen
• Ford
• General Motors
• Toyota
• Hyundai

成長機会ユニバース

• 成長機会1：持続可能なアフターマーケットとEOLソリューション
• 成長機会2：消費者金融ソリューションとサブスクリプションモデル
• 成長機会3：カーボン市場の統合

付録・次のステップ

• 成長機会のメリットと影響
• 次のステップ
• 添付リスト
• 免責事項

The Global Automotive Sector is Experiencing Transformational Growth due to Carbon Net-zero Strategies Focused on Sustainable Innovation, Recyclability, and Energy Efficiency

The automotive industry is witnessing a global shift to sustainability, with carbon neutrality emerging as a critical objective for automakers worldwide. Regulatory frameworks, such as zero-emission vehicle (ZEV) credit systems, are reshaping how manufacturers approach production, innovation, and compliance. This study examines global OEMs' carbon net-zero strategies, focusing on the operational, regulatory, and strategic dimensions of their carbon neutrality journeys. It provides a detailed analysis of ZEV credit regulations, including calculation methodologies and the use of multipliers to achieve compliance in key markets, including the United States, Europe, and China. The study highlights OEM initiatives in sustainable sourcing, decarbonized supply chains, and advanced technology adoption, showcasing the interplay between investments in sustainability and market differentiation. By profiling leading automakers' carbon net-zero strategies, the study offers insight into how regional variations and technological advancements are shaping the automotive industry's decarbonization landscape.

The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies

Transformative Megatrends

• Why:
• Carbon neutrality commitments drive the integration of renewable energy practices in automotive OEM manufacturing plants.
• Sustainable practices are becoming a strategic differentiator, influencing customer purchasing decisions.
• The emphasis on sustainability across the supply chain to reduce illegal mining and logistics emissions is evident.
• Frost Perspective:
• During the next 5 years, OEMs will adopt renewable energy, achieving a minimum 50% renewable energy mix in their factories.
• Within this decade, automotive OEMs will include their sustainability practices as strategic communication to attract environmentally conscious consumers.
• In the next 5 years, responsible sourcing and sustainable logistics practices will become mandatory for North American and EU automotive OEMs.

Geopolitical Chaos

• Why:
• Political unrest and geopolitical tensions may result in energy supply disruptions between countries, leading to shortages in manufacturing operations.
• Sustainability initiatives in the automotive industry contribute directly to Sustainable Development Goals (SDGs), such as Goal 7 (Affordable and Clean Energy) and Goal 13 (Climate Action).
• Frost Perspective:
• Owing to unfavorable political conditions after the COVID-19 pandemic, automotive OEMs are targeting self-sustaining energy production through renewable sources, such as solar, wind, and biogas, for their manufacturing facilities.
• During the next 5-10 years, automotive brands will try to integrate sustainable practices that directly contribute to specific SDGs and broader sustainability objectives to have a positive societal and environmental impact.

Disruptive Technologies

• Why:
• Digital technologies, such as IoT sensors and smart energy management systems, allow automotive OEMs to monitor energy usage in real time, reducing overall energy consumption and greenhouse gas (GHG) emissions.
• Digital tools, such as blockchain and artificial intelligence (AI), enhance supply chain transparency by tracing raw material origins for sustainable and ethical sourcing.
• Frost Perspective:
• The integration of energy-efficient technologies and predictive maintenance systems will become mandatory in automotive manufacturing during the next 5 years.
• Full-scale adoption of digital solutions, such as blockchain, digital twins, and generative AI, to enable monitoring and reduce carbon footprints, as well as position the automotive industry as a leader in sustainable manufacturing practices, will occur after 2030.

Scope of Analysis

• The study provides a comprehensive overview of regulatory carbon credits by examining zero-emission vehicle (ZEV) credit regulations, their calculation methodologies, and the influence of multipliers in driving compliance with carbon net-zero targets across the United States, the European Union (EU), and China.
• The study explores the operational and product development impacts of carbon net-zero strategies on OEMs, focusing on the sustainable sourcing of materials and components, as well as the role of technology vendors in enabling decarbonization initiatives.
• The study analyzes OEM initiatives in sustainable sourcing, supply chain decarbonization, and end-of-life (EOL) product management, highlighting the role of technology partnerships and vendor contributions. It examines investments in carbon net-zero strategies and their effects on organizational strategy, market differentiation, and regional variations.
• The study profiles select global OEMs' carbon net-zero strategies, showcasing their organizational vision, strategic initiatives, and technological advancements tailored to regional market requirements.

Growth Drivers

Electric Vehicle (EV) Components' End of Life (EOL):

OEMs will adopt business models that leverage opportunities in EV second-life applications and recycle raw materials from EVs, such as nickel and cobalt.

Advanced Manufacturing Processes:

Concepts such as digital twins, energy-efficient manufacturing systems, and micro-factories will reduce GHG emissions and waste generation in factories and ensure sustainability in vehicle assembly.

SDGs:

As a part of their SDG goals and commitment to sustainable development, UN member countries are increasingly imposing regulations on automotive OEMs to increase sustainable practices and reduce GHG emissions across the value chain.

Circular Economy Principles:

Vehicle manufacturing will adopt a sustainability-focused approach that includes EOL recycling and modular assembly practices from the concept stage to ensure sustainable practices in vehicle design in the coming years.

Lightweight Materials:

Automotive manufacturers are adopting lightweight materials to reduce overall vehicle weight, translating to improved fuel efficiency and reduced emissions.

Growth Restraints

Vehicle Life Cycle Monitoring:

Monitoring sold vehicles and retrieving them for proper EOL disposal is becoming an essential task for automakers. Stricter recycling and disposal standards are threatening automotive manufacturers.

High Implementation Costs to Achieve Sustainability:

Implementing sustainable practices in material usage and energy generation involves substantial investments, which burdens automotive OEMs, especially small- and medium-sized automakers.

Lack of Standards and Regulations:

Sustainability standards differ by region, with EU standards being much stricter than Asian ones. Implementing sustainability across an automaker's manufacturing locations becomes challenging, as plants in different regions have divergent priorities.

Limited Consumer Awareness:

Consumers have limited awareness of and interest in buying green products, such as eco-friendly car interiors and modular vehicles, and the willingness to pay for such products is only picking up slowly, making automakers cautious about investing in these areas.

Limitations in Sustainable Material Usage:

Despite the encouragement to adopt sustainable materials, they have certain limitations; for example, using plant-based materials to replace plastics will improve renewable material usage but promote deforestation.

Key Competitors

• Stellantis
• Ford
• General Motors (GM)
• Hyundai & Kia
• Toyota
• Volkswagen (VW)
• BYD
• SAIC
• Geely
• GM
• Toyota
• VW
• BYD
• SAIC
• Geely

Table of Contents

Transformation in Carbon Net Zero in the Automotive Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies

Ecosystem

• Scope of Analysis
• Key Competitors

Growth Generator

• Growth Drivers
• Growth Restraints

Growth Environment

• Carbon Net-zero Strategies: Key Takeaways
• Carbon Net-zero Strategies' Scope
• Regulatory Carbon Credits: Overview
• ZEV Credit Regulations
• ZEV Credit Calculation
• Comparative Analysis
• Impact of Carbon Net-zero Targets on Automakers: Overview
• Challenges OEMs Face in Achieving Carbon Net Zero and Utilizing Carbon Credits

Regulations and Carbon Credits: Overview

• Regulatory Environment, US: Overview
• US Regulatory Environment: Recent Developments
• European Regulatory Environment: Overview
• EU Regulatory Environment: Recent Developments
• Chinese Regulatory Environment: Overview
• Chinese Regulatory Environment: Recent Developments
• Countries with Carbon Credit Markets and Trading Systems
• Carbon Credits Market: Key Participants and Stakeholders
• Carbon Credit Multipliers

Carbon Net-zero Strategies: Operational Impact

• Impact of Carbon Credits on Automakers: Overview
• Operational Impact: Product Development and Design for Sustainability
• Product Development and Design: OEM Initiatives and Technology Vendors
• Sustainable Sourcing of Materials and Components
• Sustainable Sourcing: OEM Initiatives and Technology Vendors
• Manufacturing Process Optimization
• Manufacturing Process Optimization: OEM Initiatives and Technology Vendors
• Supply Chain Decarbonization
• Supply Chain Decarbonization: OEM Initiatives and Technology Vendors
• EOL Product Management and Recycling Strategies
• EOL Product Management: OEM Initiatives
• EOL Product Management: Enabling Technology Vendors

Carbon Net-zero Strategies: Financial Implications

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Financial Implications: Financial Incentives, Benefits
• Investments in Carbon Net-zero Strategy: Impact on OEMs
• Increasing Prices Due to the High Cost of Carbon Credits

Carbon Net-zero Strategies: Market Dynamics

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Impact on Market Dynamics: OEM Differentiation Through Net-zero Strategies
• OEM Differentiation Through Net-zero Strategies: OEM Initiatives

Carbon Net-zero Strategies: Organizational Strategy and Vision

• Impact of Carbon Net-zero Targets on Automakers: Overview
• Impact on Organizational Strategy and Vision: Partnerships
• Impact on Organizational Strategy and Vision: Acquisitions
• Impact on Organizational Strategy and Vision: Joint Ventures
• Regional Variations in OEM Net-zero Strategies

Select OEMs' Carbon Net-zero Strategies

• Automotive Brands and their Carbon Net-zero Roadmaps
• Stellantis
• Volkswagen
• Ford
• General Motors
• Toyota
• Hyundai

Growth Opportunity Universe

• Growth Opportunity 1: Sustainable Aftermarket and EOL Solutions
• Growth Opportunity 2: Consumer Financing Solutions and Subscription Models
• Growth Opportunity 3: Integration of Carbon Markets

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer