安価な電気自動車の開発機会の探求

当レポートでは、電気自動車市場について調査し、安価なEVにおける従来の自動車メーカーと新たな自動車メーカーの開発動向を分析しています。

目次

第1章 安価なEVに対する主な促進要因としての政策支援

• 政策の推進
• 政策の要旨
• 近年における自動車メーカーのEV価格の緩やかな下落
  • Tesla
  • Volkswagen Group
  • Audi
  • BYD
  • Nissan

第2章 電気自動車の普及と安価さは密接に関連している

• EVのサービスレベルの緩やかな向上
• 量産化に伴うEVの価格の下落
• エネルギー危機が石油の価格に影響を与える一方、電気の価格は安定している
• 電気自動車と燃料自動車の近似した所有コスト
• 将来の新たな動向としてのMaaS（サービスとしてのモビリティ）
  • Cruise
  • Waymo
  • Zoox
  • Baidu

第3章 EVのコスト削減を促進する主な要因

• 電池のコスト
• 自動車用半導体のコスト
• 電気自動車アーキテクチャの変化する情勢

第4章 安価な車に対する自動車メーカーの考え方

• 安価な自動車モデルが市場シェアを争う
• 車の価格は手頃でも低コストではない

第5章 自動車メーカーのコスト削減策

• Tesla
  • 電池の内製化とサプライヤーの増加
  • 車両設計の強化
  • 安価な自動運転ソリューション
  • 生産のスケーラビリティ
• 従来の自動車メーカー
  • シェアカープラットフォーム
  • 車両設計の強化
• 新しい自動車メーカー
  • 従来の自動車メーカーのプラットフォームを通じた開発
  • 社内の自動車用ソフトウェア技術
  • サプライチェーンの自律性
  • 直販モデル

第6章 MICの見解

付録

Companies covered

• Audi
• Baidu
• BMW
• BYD
• Cruise
• Cupra
• Faraday Future
• Fisker
• Ford Motor
• Honda
• Hyundai
• II-VI Inc.
• JAC Motors
• KIA
• LG Chemical
• Li Auto
• Lucid
• Mazda
• NIO
• Nissan
• Panasonic
• Polestar
• Qromis
• Rivian
• Skoda
• Sony
• STMicroelectronics
• Tata Motors
• Tesla
• Toyota
• Volkswagen
• Volvo
• Waymo
• Wolfspeed
• Xiaopeng
• Zeekr
• Zoox

As the global energy crisis intensifies, the demand for environmental protection is also growing significantly. EVs (Electric Vehicles) are considered a greener and more sustainable transportation option worldwide. However, the long-standing high prices have limited the popularization of EVs. With the continuous advancement of technology and active promotion of policies, the global automotive market is gradually changing. In addition to the price of EVs, the TCO (Total Cost of Ownership) for fuel-powered and electric vehicles is becoming comparable, making consumers more willing to choose electric vehicles. This report provides an overview of the development of the affordable EVs from the perspectives of policy support and price reduction; looks into key factors leading to cost reduction in EVs; examines the cost-reduction measures of carmakers and analyzes the development trends of traditional and new carmakers in affordable EVs.

Table of Contents

1. Policy Support as Key Driving Force for Affordable EV

• 1.1 Policy Promotion
• 1.2 Policy Thrust
• 1.3 Gradual Decline in EV Prices of Automakers in Recent Years
  • 1.3.1 Tesla
  • 1.3.2 Volkswagen Group
  • 1.3.3 Audi
  • 1.3.4 BYD
  • 1.3.5 Nissan

2. The Popularization and Affordability of Electric Vehicles Go Hand in Hand

• 2.1 Gradual Improvement in EV Service Levels
  • 2.1.1 Vehicle Range for EVs Improved
  • 2.1.2 Gradual Completion of Charging Infrastructure
  • 2.1.3 Charging Payment Methods Becoming Easier
  • 2.1.4 Supporting Regulations for Charging Infrastructure
• 2.2 Declining Prices of EVs Following Mass Production
• 2.3 Energy Crisis Impacting Oil Prices While Electricity Prices Remain Stable
• 2.4 Similar Costs of Ownership between Electric and Fuel-powered Vehicles
• 2.5 Mobility-as-a-Service as New Future Trend
  • 2.5.1 Cruise
  • 2.5.2 Waymo
  • 2.5.3 Zoox
  • 2.5.4 Baidu

3.Key Factors Promoting Cost Reduction in EV

• 3.1 Battery Costs
• 3.2 Automotive Semiconductor Costs
• 3.3 Changing Landscape of Electronic-Electric Vehicle Architecture

4.The Mindset of Carmakers on Affordable Cars

• 4.1 Affordable Car Models Vie for Market Share
• 4.2 Car Prices are Affordable but Not Low-Cost

5.Cost-Reduction Measures of Carmakers

• 5.1 Tesla
  • 5.1.1 In-house Battery Production and Increased Suppliers
  • 5.1.2 Vehicle Design Enhancements
  • 5.1.3 Affordable Self-driving Solutions
  • 5.1.4 Production Scalability
• 5.2 Traditional Carmakers
  • 5.2.1 Shared Car Platform
  • 5.2.2 Vehicle Design Enhancements
• 5.3 New Carmakers
  • 5.3.1 Development Through Platforms of Traditional Carmakers
  • 5.3.2 In-house Automotive Software Technology
  • 5.3.3 Supply Chain Autonomy
  • 5.3.4 Direct Sales Model

6.MIC Perspective

Appendix

• List of Companies

List of Tables

• Table 1 Electric Vehicle Policies in Major Countries: Subsidy Reduction and Termination Timelines
• Table 2 Electric Vehicle Policies in Major Countries: Continued Subsidy Support with Stricter Conditions
• Table 3 Regulations on Charging Stations of Major Countries
• Table 4 Sensor Adoption in Self-Driving Solutions of Major Carmakers Table 5 Production Information of Tesla's Major Factories

List of Figures

• Figure 1 Promotional Policies on Charging Stations and Piles of Major Countries
• Figure 2 Concept of Electric Vehicle Charging Roaming Services
• Figure 3 The Illustration of Cruise EV Model
• Figure 4 The Illustration of Waymo EV Model
• Figure 5 The Illustration of Zoox EV Model Figure 6 The Illustration of Baidu EV Model