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EV (電動輸送機器) の世界市場 (2020-2030年):第2版

Electric Vehicles 2020-2030: 2nd Edition

発行 IDTechEx Ltd. 商品コード 926280
出版日 ページ情報 英文 153 Slides
納期: 即日から翌営業日
価格
EV (電動輸送機器) の世界市場 (2020-2030年):第2版 Electric Vehicles 2020-2030: 2nd Edition
出版日: 2020年02月24日 ページ情報: 英文 153 Slides
概要

乗用車、バス、小型・中型・大型トラック、マイクロEV、建設・農業・鉱業用車両、航空機、船舶などを含む世界のEV (電動輸送機器) の市場は2030年には1兆ドルを超える規模に成長すると予測されています。

当レポートでは、世界のEV (電動輸送機器) の市場を調査し、各カテゴリーにおける技術動向、地域動向、法規制・その他の影響因子の分析、カテゴリー別の出荷台数・電池容量などの推移・予測などをまとめています。

第1章 エグゼクティブサマリー・総論

  • 世界のEV市場の展望
  • 乗用車:出荷台数の予測
  • 乗用車:市場規模・電池容量
  • バス:出荷台数の予測
  • バス市場規模・電池容量
  • 小型・中型・大型トラック:出荷台数の予測
  • 小型・中型・大型トラック:市場規模・電池容量
  • マイクロEV:出荷台数の予測
  • マイクロEV:市場規模・電池容量
  • 建設用・農業用・鉱業用:出荷台数の予測
  • 建設用・農業用・鉱業用:市場規模・電池容量
  • 電気航空機:出荷台数の予測
  • 電気航空機:市場規模・電池容量
  • 船舶:出荷台数の予測
  • 船舶:市場規模・電池容量

第2章 イントロダクション

第3章 自動車

  • データテーブル:プラグイン電気自動車の予測:国別
  • 中国の新エネルギー自動車
  • 中国のインセンティブ
  • 中国:分散化された市場
  • 電気自動車の販売の集中
  • 人気の電気自動車モデルの比較
  • EV排出量
  • 燃料電池:市場機会の縮小
  • 燃料電池自動車の成長の経緯、など

第4章 バス

  • サマリー
  • 電気バス導入の理由
  • 世界のバス保有台数:タイプ別
  • 電気バスの新しいタイプ
  • 成長推進因子・バス電化のタイミング
  • ピュア&ハイブリッド電気バス:パワートレインのメリット
  • 電気バスのリーダーシップ
  • 中国のバスのグローバル化:コスト上のメリット
  • 電気バス市場:今後の主要イベント
  • ピュア電気バスの納入予測、など

第5章 小型商用車

  • eLCV販売
  • 小型商用車の分類
  • 道路貨物の持続的成長
  • 小型電気バンのTCO上のメリット
  • 電気・ディーゼルLCVコスト
  • eLCV:地域市場サマリー
  • 世界市場予測:要点
  • 地域市場予測:要点、など

第6章 トラック

  • 電気トラックの重要性
  • 道路貨物需要の持続的成長
  • 世界のCO2排出量:中型・大型トラック
  • ゼロ排出中型・大型トラックのレンジ
  • 大型トラック:BEV or 燃料電池?
  • 主なトラックブランド:欧州
  • 主なトラックブランド:米国
  • 主なトラックブランド:中国
  • 世界市場予測:要点
  • 地域市場予測:要点

第7章 建設・農業・鉱業

  • サマリー
  • 市場成長推進因子
  • 将来の建設サイト:可搬式ゼロ排出発電機セットの充電によるEV・ロボット
  • 将来の農業:オンボードソーラー&可搬式ゼロ排出発電機セットの充電によるロボット・ドローン
  • 将来の鉱業:ゼロ排出マイクログリッドからの充電による電気車両・航空機
  • ピュア電気掘削車
  • ピュア電気&ハイブリッド掘削車のニーズ
  • エンドゲームに向けた進化:オール電気CAMビークル
  • 建設・農業・鉱業部門におけるEVの市場シェア予測
  • 主要サプライヤーのコンバージェンス
  • 主要農業機械企業の収益
  • 建設・農業・鉱業用EV市場の展望、など

第8章 マイクロEV

  • マイクロモビリティの重要性
  • マイクロモビリティ:アジアで主流
  • 電気2輪車:イントロダクション
  • 欧州:eバイクの成長市場
  • eバイクの定義:地域による違い
  • 法規制:地域別
  • 中国における電気2輪車製造
  • インドのラストマイルトラベルの重要性
  • インド市場の回復
  • 電動バイクとは
  • 電動バイク:米国・EU
  • インドの主要EV事業者
  • 新興事業者

第9章 航空機

  • サマリー
  • 電気航空機の重要性
  • 有人電気航空機の課題
  • 現在の短距離・中距離・短距離のアドレサブル市場
  • 主要企業・主要モデルリスト:カテゴリー別
  • 法規制上の障壁・成長推進因子
  • ドローン:用途・タイプの拡大
  • 高高度ドローンへの大規模投資、など

第10章 船舶

  • 電動ボート・船舶:長い歴史
  • 船舶市場の分類
  • Torqeedo:船内・船外機
  • 主要成長市場:C&I船
  • 排出規制の焦点
  • 排出規制区域 (ECA)
  • 硫黄分規制
  • 世界初のピュア電気コンテナ船
  • 船舶によるCO2排出
  • 法規制の展開
  • 船舶への電池の導入
  • 自動車産業との接点、など
目次

Title:
Electric Vehicles 2020-2030: 2nd Edition
Markets, technology, manufacturers, opportunities. Land, water, air: unique detail.

The EV market will exceed $1,000bn by 2030, 100 sectors appraised.

‘Electric Vehicles 2020-2030’ is the most definitive market report for the electric vehicle industry spanning land, sea, and air.

This report includes detailed sections on: passenger cars, buses, light commercial vehicles, medium & heavy duty trucks, micro-EVs, construction, agriculture, mining, aircraft, and marine. For each category a granular 10-year market forecast has been given by units, market value, and batter capacity.

The electrification of transportation sector will be one of the largest upheavals in market dynamics over the next two decades. There will be significant winners and notable losers across the supply chain. Many actors are wise to this and preparing accordingly, but others are progressing blindly into this revolution. Across the industry there are emerging players and, with the evolution of autonomous mobility, emerging markets such as robot shuttles, sky taxis, and agricultural equipment.

For each of the categories, a deep-dive analysis is provided. IDTechEx analysts are truly embedded in the field and couple primary information with a deep technical understanding and granular forecasting. Technology constraints, key players, addressable markets, strategic pitfalls, market drivers, and timelines to commercial success are addressed for each section.

The science and engineering improvements cannot be overlooked for a true understanding of what is to come. Developments from the materials to complete component level are being observed for lithium-ion battery (cell, module, and pack level), traction motors, power electronics, thermal management, charging infrastructure and more. The market analysis is also systematically broken down by powertrain type to give the reader a full appraisal of how each sectors segmentation. IDTechEx leverages its extensive technical background in these topics to provide clear independent outlooks for each scenario.

Within each sector there are key geographical variations. China has taken a commanding position in many and as well as addressing the local market demand the manufacturers are gaining traction internationally. However, each region has different market trends and drivers mostly led by their own national incentives.

Despite other markets undergoing a transformation, the electric passenger-car market will have the largest impact. A 20-year outlook models the impact of mobility-as-a-service to cause the total car market to drop. A regional breakdown is given for plug-in variants as this "peak-car" scenario is realised. Nevertheless, the passenger cars will be the biggest demand for battery capacity in the mid-term and continue to grab the most attention. A holistic independent appraisal of this market is included for the reader.

This market report acts as the definitive guide for all the future winners and losers of this electric revolution. Strategic decisions over the coming years will be significant as to the future success of companies and nations alike. Expensive, if not irredeemable, mistakes will be made from those in denial about this transition.

Analyst access from IDTechEx

All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY AND CONCLUSIONS

  • 1.1. Global outlook for electric vehicles
  • 1.2. Passenger cars - unit forecast
  • 1.3. Passenger cars - market value and battery capacity
  • 1.4. Buses - unit forecast
  • 1.5. Buses - market value and battery capacity
  • 1.6. Light, medium, and heavy duty trucks - unit forecast
  • 1.7. Light, medium, and heavy duty trucks - market value and battery capacity
  • 1.8. Micro-EVs - unit forecast
  • 1.9. Micro-EVs - market value and battery capacity
  • 1.10. Construction, Agriculture, and Mining - unit forecast
  • 1.11. Construction, Agriculture, and Mining - market value and battery capacity
  • 1.12. Electric aircraft - unit forecast
  • 1.13. Electric aircraft - market value and battery capacity
  • 1.14. Marine - unit forecast
  • 1.15. Marine - market value and battery capacity

2. INTRODUCTION

  • 2.1. Useful EV definitions
  • 2.2. EV patent analysis: battery or fuel cell?
  • 2.3. Pure electric vehicle adoption: small vehicles cost effective first
  • 2.4. EV powertrains and technology
  • 2.5. How ten key enabling technologies will improve to serve primary needs
  • 2.6. Timeline for lithium-ion battery performance

3. CARS

  • 3.1. 2017 peak car?
  • 3.2. Why did car sales decline in China?
  • 3.3. The global race for electric cars amid peak car
  • 3.4. Data table - plug-in electric car forecast by country
  • 3.5. China's new energy vehicles 2015-2019
  • 3.6. China incentives
  • 3.7. China's fragmented market
  • 3.8. Europe: moving from carrot to stick
  • 3.9. Concentration of electric car sales
  • 3.10. Comparison of popular electric car models
  • 3.11. EV emissions less in most parts of world
  • 3.12. Diminishing opportunities for fuel cells
  • 3.13. Historic growth of fuel cell cars

4. BUSES

  • 4.1. Summary
  • 4.2. Why adopt electric buses?
  • 4.3. Buses population worldwide by types 2025
  • 4.4. New types of electric bus: autonomous, not competing with conventional buses
  • 4.5. Drivers and timing of bus electrification
  • 4.6. Benefits of pure electric bus powertrains and to some extent hybrid
  • 4.7. Electric bus leadership: focus on pure electric now
  • 4.8. China buses go global: cost advantages
  • 4.9. How China cost advantage facilitates market share
  • 4.10. Electric bus key market events 2020-2040
  • 4.11. Pure electric bus delivery completion dates examples 2020-2040
  • 4.12. Predicting the electric bus killer blow of lower up-front price by type 2020-2040

5. LIGHT COMMERCIAL VEHICLE

  • 5.1. An imminent boom in eLCV sales
  • 5.2. Light commercial vehicle classification
  • 5.3. Continued growth in road freight demand
  • 5.4. Electric small vans TCO advantage over diesel
  • 5.5. Electric and diesel LCV cost parity
  • 5.6. eLCV regional summary
  • 5.7. Key global forecast takeaways
  • 5.8. Key regional forecast takeaways

6. TRUCKS

  • 6.1. Why electric trucks?
  • 6.2. Continued growth in road freight demand
  • 6.3. Global CO2 emission: medium & heavy duty trucks
  • 6.4. Range of zero emission medium and heavy trucks
  • 6.5. Heavy-duty: BEV or fuel cell?
  • 6.6. Main truck brands in Europe
  • 6.7. Main truck brands in the US
  • 6.8. Main truck brands in China
  • 6.9. Key global forecast takeaways
  • 6.10. Key regional forecast takeaways

7. CONSTRUCTION, AGRICULTURE AND MINING

  • 7.1. Summary
  • 7.2. Market drivers
  • 7.3. Construction site of the future: electric vehicles/ robots charged by movable zero gensets
  • 7.4. Farm of the future: robots and drones charge from on-board solar and mobile "zero gensets"
  • 7.5. Mine of the future: electric land and air vehicles charging from zero emission mine microgrids
  • 7.6. Pure electric mining vehicle
  • 7.7. Why we need pure electric and hybrid mining vehicles
  • 7.8. Progress towards the end game: all electric CAM vehicles
  • 7.9. CAM electric vehicle value market share % in 2020 and EV CAM % 2030
  • 7.10. Major suppliers' coverage across CAM electric vehicles
  • 7.11. Revenues of top agricultural equipment companies
  • 7.12. CAM EV market outlook: examples hybrid vs pure electric

8. MICRO-EVS

  • 8.1. What is micro-mobility?
  • 8.2. Micro-mobility: dominant in Asia
  • 8.3. Electric two-wheelers - introduction
  • 8.4. The two-wheeler narrative - regional distribution
  • 8.5. Europe is a growing market for e-bikes
  • 8.6. Why e-bikes are popular
  • 8.7. 'e-bike' can mean different things
  • 8.8. Regulations vary across the world
  • 8.9. Production of electric two wheelers in China
  • 8.10. Last-mile travel important in India
  • 8.11. India market recovering, still reliant on subsidies
  • 8.12. What is an e-motorcycle?
  • 8.13. Historic motorcycle sales: EU and US
  • 8.14. Major players going electric in India?
  • 8.15. Key emerging motorcycle players

9. AIRCRAFT

  • 9.1. Summary
  • 9.2. Why go electric for crewed electric aircraft?
  • 9.3. Major challenges associated with crewed electric aircraft
  • 9.4. More electric aircraft
  • 9.5. Categorisation of manned electric aircraft
  • 9.6. Model analysis - anticipated range
  • 9.7. Current short and medium-range addressable market
  • 9.8. Current long-range addressable market
  • 9.9. List of some key players and models by categorisation
  • 9.10. Regulatory barriers and legislative drivers
  • 9.11. Drones - widening uses and types
  • 9.12. Large expenditure on high altitude drones

10. MARINE

  • 10.1. Electric boats and ships: a long history?
  • 10.2. Marine market segments
  • 10.3. Torqeedo inboards and outboards
  • 10.4. Key growth market: C&I vessels
  • 10.5. Focus of emissions regulation
  • 10.6. Emission Control Areas (ECA)
  • 10.7. Emission Control Areas (ECA)
  • 10.8. Unprecedented global cap on sulphur
  • 10.9. World's first pure electric container ship
  • 10.10. Huge rise in CO2 emissions from shipping forecast
  • 10.11. Analysis of regulatory developments
  • 10.12. Battery deployment in boats and ships
  • 10.13. Crossover with the auto industry