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電気自動車 (EV) - テーマ別分析

Electric Vehicles - Thematic Research

発行 GlobalData 商品コード 692901
出版日 ページ情報 英文 41 Pages
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電気自動車 (EV) - テーマ別分析 Electric Vehicles - Thematic Research
出版日: 2018年08月02日 ページ情報: 英文 41 Pages
概要

当レポートでは、電気自動車 (EV) について調査分析し、産業分析、バリューチェーン、主要企業、部門のスコアカード、技術概要などについて、体系的な情報を提供しています。

企業

動向

  • 技術動向
  • マクロ経済動向
  • 規制動向

バリューチェーン

  • バッテリー
  • 半導体
  • 自動車部品
  • 組立
  • 車載インフォテインメント
  • 自動運転システム
  • 充電ステーション

産業分析

  • EVの市場規模と成長率予測
  • リチウム市場の動向
  • 競合分析
  • M&A
  • タイムライン

企業セクション

  • 株式公開企業
  • 株式非公開企業

自動車部門のスコアカード

  • 有力企業
  • テーマ別
  • 評価別
  • リスク別

技術概要

用語集

付録

目次
Product Code: GDTMT-TR-S181

We are at the very beginning of the EV cycle. Today, there are 3m Electric Vehicles on the world's roads, but this could rise to 300m by 2040. This implies EVs, as a proportion of new registrations of the world's passenger vehicles, will rise from barely 1% in 2017 to over 15% by 2030. Large scale commercial production of EVs by the big car makers is unlikely to take off until 2025.

Emerging technologies almost always follow S-shaped growth curves: a new technology emerges; its market penetration starts slowly, and then suddenly erupts before flattening out as a new and more powerful technology takes over. Since cars are harder to make than almost any other consumer product, there are physical limits on how steep the S-curve for EVs can be.

The first Tesla Roadster appeared in 2008, the Nissan Leaf in 2010 and the GM Bolt in late 2016. In 2017, only 1.1m EVs were sold in the world, representing a mere 1% of all new passenger vehicle sales globally. To put things into perspective, Tesla, the world's most valuable electric vehicle company, sold just 103,000 cars in 2017, compared to total vehicle sales of more than 10m units at Toyota.

Electric Vehicle is one of four themes disrupting car makers; the other three, occurring concurrently, are the connected car, autonomous driving (AV) technology and transport-as-a-service. Over the next five years, we can expect stress, strain, margin evaporation and shake out across much of the legacy automotive industry and its Tier-1 parts suppliers as a slow growth industry incurs the expense of conversion to Electric Vehicle (EV) and autonomous driving technology. At the same time, ride-sharing services and shifting urban Millennial priorities could lead to "peak car" - the start of a period of falling new car sales.

The report "Electric Vehicles - Thematic Research", offers a framework in which to look at Electric Vehicles, summarizes the important trends, and identifies the key players. The report also helps in identifying winners and losers based on technology leadership, market position and other factors.

Companies mentioned: Albemarle, BYD, Byton, CATL, Didi Chuxing, Dyson, Geely, GM, Great Wall Motors, Infineon, NIO, Nissan, Panasonic, Robert Bosch, Tata Motors, Tesla, Toyota, VW, XCharge, Xiaopeng Motors.

Scope:

  • This report focuses on electric vehicles, but also touches on the connected car theme.
  • It identifies winners and losers in areas such as batteries, electric power trains, assembly, and charging stations.
  • It contains global market size and growth forecasts for electric vehicles, as well as market share figures.
  • Includes a timeline highlighting key milestones in the story of vehicle electrification.

Reasons to buy:

  • Electric vehicles are having a major disruptive effect on the automobile industry.
  • This report highlights the key trends in electric vehicles, analyzes each of the key segments of the electric vehicle value chain, and identifies both the companies best positioned to succeed in this theme and those that are lagging behind.

Table of Contents

  • PLAYERS
  • TRENDS
  • Technology trends
  • Macroeconomic themes
  • Regulatory themes
  • VALUE CHAIN
  • Batteries
  • Semiconductors
  • Auto components
  • Assembly
  • In-car infotainment
  • Autonomous driving systems
  • Charging stations
  • INDUSTRY ANALYSIS
  • Market size and growth forecasts for EVs
  • The dynamics of the lithium market
  • Competitive analysis
  • Mergers and acquisitions
  • Timeline
  • COMPANIES SECTION
  • Public companies
  • Private companies:
  • AUTOMOTIVE SECTOR SCORECARD
  • Who's who in the automotive sector
  • Thematic screen
  • Valuation screen
  • Risk Screen
  • TECHNOLOGY BRIEFING
  • GLOSSARY
  • APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY
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