表紙:インドの電気バス市場を支える変革的動向と革新的ビジネスモデル(2019年度)
市場調査レポート
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954124

インドの電気バス市場を支える変革的動向と革新的ビジネスモデル(2019年度)

Transformative Trends and Innovative Business Models Powering the Indian Electric Bus Market, FY 2019

出版日: | 発行: Frost & Sullivan | ページ情報: 英文 102 Pages | 納期: 即日から翌営業日

価格
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=110.65円
インドの電気バス市場を支える変革的動向と革新的ビジネスモデル(2019年度)
出版日: 2020年08月10日
発行: Frost & Sullivan
ページ情報: 英文 102 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

当レポートは、インドの電気バス(eBus)市場について調査しており、主な影響動向、インド政府/州政府の取り組み、FAME-IIの概要とインセンティブスキーム、技術動向、成長および抑制要因などの情報を提供しています。

目次

エグゼクティブサマリー

調査範囲、目的、背景、および調査手法

インドの電気バス市場

  • インドの電気バス市場:主要な影響動向
  • 製品ポートフォリオ
  • FAME-Iに基づく電気バス
  • 異なる都市のFAME-I入札
  • FAME-I入札価格-異なる都市間の比較
  • GCCモデルと完全購入モデルの比較
  • FAME-II-Buses認定
  • FAME-II-eBusesで成功した入札者の州別浸透
  • インドのeBusesの予測

政府の取り組み

  • インドのFAME-IIインセンティブ-概要
  • FAME-II-インセンティブ構造
  • EVの政策と投資に欠ける州
  • 電気自動車を促進するための州ごとの政策と投資
  • 今後の政府計画

石油輸入法案とその影響

  • インドの石油輸入法案

総所有コスト分析

  • TCO分析:ディーゼル、CNG、および電気の比較
  • 今後のシナリオ

市場の成長および抑制要因

  • 市場成長要因
  • 成長要因の説明
  • 市場抑制要因
  • 抑制要因の説明
  • eBusの実装とソリューションにおける主な障壁
  • SWOT分析

技術動向

  • バッテリー交換
  • 技術の比較
  • 中国とインドの電池交換事業

バッテリー技術

  • バッテリー技術ロードマップ
  • バッテリー価格ロードマップ
  • バッテリー熱管理システム(BTMS)
  • バッテリー技術ロードマップと価格見通し
  • バッテリー需要と製造能力

リチウムイオン電池のリサイクルと再利用

  • 電池の二次利用
  • 二次での用途
  • 電池のリサイクル
  • 世界のリサイクル・再利用事例

充電インフラ

  • さまざまなコネクタを備えた電気自動車供給機器(EVSE)タイプ
  • バスの充電ステーションのタイプ
  • 誘導充電
  • 充電ステーションのインセンティブ
  • eBusの課金戦略
  • パンタグラフ充電:技術ロードマップ
  • BRTSでのパンタグラフ充電の機会
  • インドの充電インフラの課題

ドライブトレイン技術

  • 電気駆動系アーキテクチャのベンチマーク
  • 電気モーターのベンチマーク
  • 電気モーターロードマップ

成長機会と将来の展望

  • 成長機会1:バッテリー交換モデルによる電気バスのコストの大幅な引き下げ
  • 成長の機会2:充電インフラの改善とEVコンポーネントのローカリゼーションの増加
  • 成功と成長のための戦略的必須事項

結論

  • 結論:3つ大きな予測
  • 免責事項

付録

  • 頭字語の表
  • 出品物リスト

Frost & Sullivanについて

目次
Product Code: PAD9-18

Future Growth Potential Enhanced by New Business Models and Low Cost of Ownership Opportunity in the Electric Bus Market

This study on the Indian electric bus (eBus) market discusses the key influencing trends that are driving the growth in this segment. Government Initiatives in India to promote electric buses, state government initiatives, and FAME-II overview and incentives schemes are discussed in this study. The tenders in different cities for procuring the electric buses are compared and analyzed, and the differences between the gross cost contract (GCC) purchase model and the outright purchase model are explained. State-wise EV policies that have been announced and are in the implementation phase are discussed along with future government plans in India for electric buses. The key market drivers and restraints influencing electric buses in India are discussed in detail. A complete total cost of ownership (TCO) analysis is done with a scenario comparing diesel and CNG buses to electric buses, highlighting the cost differences between them if they are owned for a year. Similarly, forecasting is also done for the same scenario in 2025 with the effects of decline in battery prices in India. The estimated differences between the 3 buses is studied for that timeline as well.

The major barriers in the adoption of electric buses and what are the solutions to overcome them are also explained through a detailed SWOT analysis on the implementation of electric buses in India. The key technological trends in India with electric buses (e.g., battery swapping) are also discussed. Charging infrastructures are explained in detail, including the different types used in different countries. Pantograph charging as an opportunity in India is explored through bus rapid transit system (BRTS) lanes. The battery technology along with a pricing roadmap to the future and an estimated battery price in the future are also given. The limitless opportunities in recycling batteries and the different methods of recycling are discussed along with the possibilities of usage of secondary life applications with global examples of recycling and repurposing that have been implemented successfully as of now. The driveline technology is explained with detailed analysis about the different types of electric driveline architecture and definitions of key terminologies along with electric motor benchmarking. The electric motor roadmap is also discussed and the pricing analysis for the different types of motors and their forecasting is also given.

Finally, the future of electric buses in India is estimated with 3 different scenarios and recommendations are provided for key stakeholders. The growth opportunities and strategic imperatives for success and growth in the electric bus market are also discussed.

Table of Contents

Executive Summary

  • Executive Summary-Key Highlights

Research Scope, Objectives, Background, and Methodology

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study will Answer
  • Research Methodology

Electric Bus Market in India

  • Indian Electric Bus Market-Key Influencing Trends
  • Product Portfolio
  • Electric Buses Under FAME-I
  • FAME-I Tenders in Different Cities
  • FAME-I Bidding Prices-Comparison Between Different Cities
  • GCC Model and Outright Purchase Model Comparison
  • GCC Model and Outright Purchase Model Comparison (continued)
  • FAME-II-Buses Sanctioned
  • FAME-II-State-wise Penetration of Tenders Won for eBuses
  • Forecast of eBuses in India

Government Initiatives

  • FAME-II Incentives in India-An Overview
  • FAME-II-Incentive Structure
  • States Chipping in With EV Policies and Investments
  • State-wise Policies and Investments to Promote Electric Vehicles
  • State-wise Policies and Investments to Promote Electric Vehicles (continued)
  • State-wise Policies and Investments to Promote Electric Vehicles (continued)
  • State-wise Policies and Investments to Promote Electric Vehicles (continued)
  • Future Government Plans

Petroleum Import Bill and its Impact

  • Petroleum Import Bill in India

Total Cost of Ownership Analysis

  • TCO Analysis-Comparison of Diesel, CNG, and Electric
  • TCO Analysis-Comparison of Diesel, CNG, and Electric (continued)
  • TCO Analysis-Comparison of Diesel, CNG, and Electric (continued)
  • Future Scenario

Market Drivers and Restraints

  • Market Drivers
  • Drivers Explained
  • Drivers Explained (continued)
  • Market Restraints
  • Restraints Explained
  • Restraints Explained (continued)
  • Major Barriers in eBus Implementation and Solution
  • SWOT Analysis

Technology Trends

  • Why Battery Swapping?
  • Technology Comparison
  • Battery Swapping Operations in China and India

Battery Technology

  • Battery Technology Roadmap
  • Battery Price Roadmap
  • Battery Thermal Management System (BTMS)
  • Battery Technology Roadmap and Price Outlook
  • Battery Demand and Manufacturing Capacity

Recycling and Reusing of Lithium-ion Batteries

  • Reuse of Batteries for Secondary Life Applications
  • Secondary Life Applications
  • Recycling of Batteries
  • Global Examples of Recycling and Repurposing
  • Global Examples of Recycling and Repurposing (continued)

Charging Infrastructure

  • Electric Vehicle Supply Equipment (EVSE) Types with Various Connectors
  • Types of Charging Stations for Buses
  • Inductive Charging
  • Incentives for Charging Stations
  • Charging Strategies for eBuses
  • Pantograph Charging-Technology Roadmap
  • Opportunity for Pantograph Charging in BRTS
  • Charging Infrastructure in India-Challenges

Drivetrain Technology

  • Electric Driveline Architecture Benchmarking
  • Electric Driveline Architecture Benchmarking (continued)
  • Electric Motor Benchmarking
  • Electric Motor Benchmarking (continued)
  • Electric Motor Roadmap

Growth Opportunities and Future outlook

  • Growth Opportunity 1-Battery Swapping Model will Significantly Bring Down the Cost of Electric Buses
  • Growth Opportunity 2-Focusing on Improving the Charging Infrastructure and Increasing Localization of EV Components
  • Strategic Imperatives for Success and Growth

The Last word

  • The Last Word-3 Big Predictions
  • Legal Disclaimer

Appendix

  • Table of Acronyms
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)

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