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市場調査レポート

新型コロナウィルス(COVID-19)が電気自動車(EV)およびそのインフラ市場に及ぼす影響:車種(乗用車、商用車)、推力形式(BEV、PHEV、FCEV)、充電スタンド、地域別:2021年までの世界市場予測

COVID-19 Impact on EV and EV Infrastructure Market by Vehicle (Passenger Cars and Commercial Vehicles), Propulsion (BEV, PHEV and FCEV), Charging Station (Normal and Super) and Region - Global Forecast to 2021

発行 MarketsandMarkets 商品コード 933787
出版日 ページ情報 英文 64 Pages
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本日の銀行送金レート: 1USD=108.74円で換算しております。
新型コロナウィルス(COVID-19)が電気自動車(EV)およびそのインフラ市場に及ぼす影響:車種(乗用車、商用車)、推力形式(BEV、PHEV、FCEV)、充電スタンド、地域別:2021年までの世界市場予測 COVID-19 Impact on EV and EV Infrastructure Market by Vehicle (Passenger Cars and Commercial Vehicles), Propulsion (BEV, PHEV and FCEV), Charging Station (Normal and Super) and Region - Global Forecast to 2021
出版日: 2020年04月24日 ページ情報: 英文 64 Pages
概要

新型コロナウィルス禍の後、電気自動車およびEVインフラの世界市場は、2020年の342万ユニット以降22,1%の年成長率を示しながら、2021年には418ユニットに拡大する見通し。この2021年予測では、パンデミック勃発前の試算値から34%の減少を見据えています。

当レポートでは、ポストウィルス禍の電気自動車およびEVインフラ世界市場を対象に、今後2021年に至る市場状況や業界対応についての調査情報を、車種、推力形式、充電スタンドの各分野および地域の別にまとめています。

第1章 イントロダクション

  • 新型コロナウィルス(COVID-19)の健康評価
  • 新型コロナウィルスの経済評価
    • 新型コロナウィルスによる経済への影響シナリオ評価

第2章 市場概況

  • イントロダクション
  • 電気自動車販売についての考察 - 新型コロナウィルスパンデミックの影響を受けた2020年第一四半期
  • 電気自動車(EV) - エコシステム(収益共同体)全般
    • EVエコシステムとこれに新型コロナウィルスが及ぼす影響を示すもの
    • EVエコシステム在住企業と新型コロナウィルスがこれらに及ぼす影響の分析
  • マクロ経済指標
    • 短期的推進要因
    • 短期的抑制要因

第3章 新型コロナウィルス禍がEVエコシステムに及ぼす影響

  • イントロダクション
    • 調査方法
    • EV充電市場に対するボトムアップアプローチ
    • 前提と定義
  • 新型コロナウィルス禍がEVエコシステムに及ぼす影響
    • 現実的シナリオ - 2020-2021年予測
    • 悲観シナリオ - 2020-2021年予測
    • 楽観シナリオ - 2020-2021年予測
    • 乗用電気自動車世界市場への影響
    • 商用電気自動車世界市場への影響
    • 最大の勝者と敗者 - EVエコシステム市場

第4章 新型コロナウィルス禍がEV市場に及ぼす影響 - 国別

  • イントロダクション
  • アジア太平洋地域
    • 中国
    • インド
  • 欧州
    • ドイツ
    • フランス
    • ノルウェー
    • スペイン
  • 北米

第5章 競合環境と新型コロナウィルス

  • イントロダクション
    • 電気自動車メーカーとそのエコシステムに対する長期的影響
    • 新型コロナウィルス - 現況と今後の課題
    • 新型コロナウィルス - 長期的影響
  • パンデミック下の「勝利する権利」
    • 感染期を通じて戦略的連合
    • 新たな事業の浮上 - EV充電機器およびサービス
    • 市場の機運を捕える成功戦略
    • TELESAの市場機運獲得戦略

第6章 消費者動向の展望

  • イントロダクション
  • 消費者との分離
    • 市場から切り離される自動車メーカー
    • 限られた資本流動性で困窮するパンデミック下の事業継続
    • 消費動向 - 泥沼化するEV導入
  • 消費者との連結
    • 消費者層に到達する新たな手立てを模索する中国の自動車メーカー

第7章 新型コロナウィルスが電気自動車およびEVインフラに及ぼす影響 - 重要所見と結論

  • イントロダクション
  • 電気自動車産業に対するパンデミックの影響
  • 感染拡大に際して行政支援を頼る電気自動車産業
  • 電気自動車導入の課題
  • 最終評決 - EV機運強化の準備段階となる新型コロナウィルス感染勃発

第8章 付録

図表

LIST OF TABLES

  • TABLE 1 REALISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2018-2021 (MILLION UNITS) 26
  • TABLE 2 PESSIMISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2018 - 2021 (MILLION UNITS) 27
  • TABLE 3 OPTIMISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2018 - 2021 (MILLION UNITS) 28
  • TABLE 4 COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY REGION, 2018-2021 (MILLION UNITS) WITH REALISTIC SCENARIO 30
  • TABLE 5 COVID-19 IMPACT ON ELECTRIC COMMERCIAL VEHICLE MARKET, BY REGION, 2018-2021 (UNITS) WITH REALISTIC SCENARIO 32
  • TABLE 6 COVID-19 IMPACT ON ELECTRIC COMMERCIAL VEHICLE MARKET, BY VEHICLE TYPE, 2018-2021 (UNITS) WITH REALISTIC SCENARIO 33
  • TABLE 7 COVID-19 IMPACT ON ELECTRIC BUS MARKET, BY REGION, 2018-2021 (UNITS) WITH REALISTIC SCENARIO 34
  • TABLE 8 COVID-19 IMPACT ON ELECTRIC TRUCK MARKET, BY REGION, 2018-2021 (UNITS) 36
  • TABLE 9 COVID-19 IMPACT ON NORMAL CHARGING STATIONS, BY REGION, 2018-2021 (MILLION UNITS) 37
  • TABLE 10 COVID-19 IMPACT ON SUPER CHARGING STATIONS, BY REGION, 2018-2021 (MILLION UNITS) 38
  • TABLE 11 ASIA OCEANIA: COVID-19 IMPACT ON ELECTRIC VEHICLE MARKET, BY COUNTRY, 2018-2021 (MILLION UNITS) 42
  • TABLE 12 CHINA: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (UNITS) 43
  • TABLE 13 INDIA: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (UNITS) 44
  • TABLE 14 EUROPE: COVID-19 IMPACT ON ELECTRIC VEHICLE MARKET, BY COUNTRY, 2018-2021 ('000 UNITS) 45
  • TABLE 15 GERMANY: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (UNITS) 46
  • TABLE 16 FRANCE: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (USD BILLION) 46
  • TABLE 17 NORWAY: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (UNITS) 47
  • TABLE 18 SPAIN: COVID-19 ON IMPACT ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 (UNITS) 47
  • TABLE 19 US: COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, BY PROPULSION TYPE, 2018-2021 ('000 UNITS) 48

LIST OF FIGURES

  • FIGURE 1 COVID-19: THE GLOBAL PROPAGATION 9
  • FIGURE 2 COVID-19 PROPAGATION: SELECT COUNTRIES 10
  • FIGURE 3 COUNTRIES BEGIN WITH SIMILAR TRAJECTORIES BUT CURVES DEVIATE BASED ON MEASURES TAKEN 10
  • FIGURE 4 REVISED GDP FORECASTS FOR SELECT G20 COUNTRIES IN 2020 11
  • FIGURE 5 CRITERIA IMPACTING THE GLOBAL ECONOMY 12
  • FIGURE 6 SCENARIOS IN TERMS OF RECOVERY OF THE GLOBAL ECONOMY 13
  • FIGURE 7 ELECTRIC VEHICLE ECOSYSTEM 16
  • FIGURE 8 COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM 17
  • FIGURE 9 IMPACT ON ELECTRIC VEHICLE OEMS 18
  • FIGURE 10 IMPACT ON CRITICAL COMPONENTS SUPPLIERS (SUCH AS BATTERY) 19
  • FIGURE 11 IMPACT ON ELECTRIC VEHICLE CHARGING INFRASTRUCTURE PROVIDERS 20
  • FIGURE 12 MARKET SIZE ESTIMATION METHODOLOGY FOR THE ELECTRIC VEHICLE MARKET: BOTTOM-UP APPROACH 24
  • FIGURE 13 REALISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2020 VS. 2021 (MILLION UNITS) 26
  • FIGURE 14 PESSIMISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2020 VS. 2021 (MILLION UNITS) 27
  • FIGURE 15 OPTIMISTIC SCENARIO: COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM MARKET, 2020 VS. 2021 (MILLION UNITS) 28
  • FIGURE 16 COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, COMPARISON WITH MARKET SCENARIOS, 2020 VS. 2021 (MILLION UNITS) 29
  • FIGURE 17 COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, REALISTIC MARKET SCENARIO, 2019 - 2021 (MILLION UNITS) 29
  • FIGURE 18 COVID-19 IMPACT ON ELECTRIC PASSENGER CAR MARKET, REALISTIC SCENARIO, BY REGION, 2019 - 2021 (MILLION UNITS) 30
  • FIGURE 19 COVID-19 IMPACT ON ELECTRIC COMMERCIAL VEHICLE MARKET, COMPARISON WITH MARKET SCENARIOS, 2020 VS. 2021 (MILLION UNITS) 31
  • FIGURE 20 COVID-19 IMPACT ON ELECTRIC COMMERCIAL VEHICLE MARKET, REALISTIC MARKET SCENARIO, 2019 - 2021 (MILLION UNITS) 31
  • FIGURE 21 COVID-19 IMPACT ON ELECTRIC COMMERCIAL VEHICLE MARKET, REALISTIC SCENARIO, BY REGION, 2019 - 2021 (MILLION UNITS) 32
  • FIGURE 22 COVID-19 IMPACT ON ELECTRIC BUS MARKET, COMPARISON WITH MARKET SCENARIOS, 2020 VS. 2021 (MILLION UNITS) 33
  • FIGURE 23 COVID-19 IMPACT ON ELECTRIC BUS MARKET, REALISTIC SCENARIO, 2019 - 2021 (MILLION UNITS) 34
  • FIGURE 24 COVID-19 IMPACT ON ELECTRIC TRUCK MARKET, COMPARISON WITH MARKET SCENARIOS, 2020 VS. 2021 (UNITS) 35
  • FIGURE 25 COVID-19 IMPACT ON ELECTRIC TRUCK MARKET, REALISTIC SCENARIO, 2019 - 2021 (UNITS) 35
  • FIGURE 26 ELECTRIC VEHICLE CHARGING INFRASTRUCTURE MARKET, BY CHARGING STATION TYPE, 2020 VS 2021 (UNITS) 37  
  • FIGURE 27 COVID-19 IMPACT ON ELECTRIC VEHICLE MARKET WITH AND WITHOUT COVID-19, BY COUNTRY, (MILLION UNITS) 41
  • FIGURE 28 ASIA OCEANIA: ELECTRIC VEHICLE MARKET WITH COVID-19 IMPACT, BY COUNTRY, 2020 VS. 2021 (MILLION UNITS) 42
  • FIGURE 29 EUROPE: COVID-19 IMPACT ON ELECTRIC VEHICLE MARKET, BY COUNTRY, 2020 VS. 2021 ('000 UNITS) 45
  • FIGURE 30 LONG TERM IMPACT OF COVID-19 ON ELECTRIC VEHICLE INDUSTRY 50
目次
Product Code: AT 7616

"Heavy investments from automakers in EVs and encouraging government policies & subsidies are significant factors for the growth of the electric vehicle market globally."

Post COVID-19, the global electric vehicle and electric vehicle infrastructure market is projected to reach 4.18 million units by 2021 from an estimated 3.42 million units in 2020, at a CAGR of 22.1%. The projection for 2021 is expected to be down by 34% as compared to pre-COVID estimation.

The electric vehicle market has witnessed rapid evolution with ongoing developments in the automotive sector. Favorable government policies & support in terms of subsidies & grants, tax rebates, and other non-financial benefits in the form of carpool lane access and new car registration (specifically in China where ICE vehicle registration are banned in some urban areas) are the primary factors driving the growth of the market.

"Increasing adoption of electric buses likely to propel the growth of commercial vehicles during the forecast period."

Commercial vehicles are expected to be the fastest-growing segment within the market. Increasing adoption of electric buses, particularly in China and India, has contributed to the growth of the electric commercial vehicle segment. Several countries are expected to replace their existing fuel-based bus fleet with electric buses, which will, in turn, drive the growth of commercial electric vehicles during the forecast period. Additionally, the growth of e-commerce, logistics, and shared mobility will drive the growth of commercial electric vehicles during the forecast period.

"Charging station market for electric vehicles to grow at the highest CAGR between 2020 and 2021."

The COVID-19 outbreak and the draconian measures deployed in China resulted in extensive disruptions to economic activities, which delivered a hard blow to the economy. Thus, most governments from affected regions have resorted to infrastructure rehabilitation as an economic stimulus method. The electric vehicle charging infrastructure sector has had a minimal impact from COVID-19. For instance, the Chinese government has announced stimulation packages toward boosting the development of a network of electric vehicle charging stations. Increased focus on EV charging infrastructure means the sector could see exponential growth in what is already a hot market.

"The Asia Pacific market is expected to register the fastest growth during the forecast period."

The Asia Pacific market is expected to witness the fastest growth, followed by Europe and North America. The automotive industry in countries such as China, Japan, and South Korea is inclined toward innovation, technology, and the development of advanced electric vehicles. The increasing demand for reducing carbon emission and the development of more sophisticated and fast charging stations are expected to propel the growth of electric vehicles. BYD, BAIC, Chery, and SAIC, among others, are some of the key players in the Asia Pacific electric vehicle market.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market.

  • By Company Type: Tier I - 38%, Tier II - 37%, and Tier OEM - 25%
  • By Designation: C Level - 30%, D Level - 50%, and Others - 20%
  • By Region: North America - 31%, Europe - 32%, and Asia Pacific - 37%

The electric vehicle market comprises major manufacturers such as Tesla (US), BYD (China), BMW (Germany), Volkswagen (Germany), and Nissan (Japan).

Research Coverage:

This report covers the COVID-19 impact on the electric vehicle and electric vehicle infrastructure market based on electric vehicle type, propulsion type, charging station type, and geography. A detailed analysis of the key industry players has been done to provide insights into their business, products, and services, and key strategies associated with the electric vehicle market

Key Benefits of Buying the Report:

  • Illustrative segmentation, analysis, and forecast pertaining to the electric vehicle market based on vehicle type, propulsion type, charging station type, and geography have been conducted to provide an overall view of the electric vehicle ecosystem considering detailed impact analysis of COVID-19
  • This report will help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies considering the detailed impact analysis of COVID-19.

TABLE OF CONTENTS

1 INTRODUCTION 9

  • 1.1 COVID-19 HEALTH ASSESSMENT 9
  • 1.2 COVID-19 ECONOMIC ASSESSMENT 11
    • 1.2.1 COVID-19 ECONOMIC IMPACT-SCENARIO ASSESSMENT 12

2 MARKET OVERVIEW 15

  • 2.1 INTRODUCTION 15
  • 2.2 INSIGHTS ON EV SALES - 2020 Q1 WITH COVID-19 PANDEMIC EFFECT 15
  • 2.3 ELECTRIC VEHICLE - AN OVERALL ECOSYSTEM 16
    • 2.3.1 ELECTRIC VEHICLE ECOSYSTEM AND INDICATION OF IMPACT OF COVID-19 ON ECOSYSTEM 17
    • 2.3.2 COMPANIES FROM ELECTRIC VEHICLE ECOSYSTEM & IMPACT ANALYSIS OF COVID-19 ON THEM 18
      • 2.3.2.1 COVID-19: Company-specific developments (product/use cases, shift in short/long term strategies, geo-specific, partners) 21
  • 2.4 MACRO-ECONOMIC INDICATORS 22
    • 2.4.1 SHORT TERM DRIVERS 22
      • 2.4.1.1 Constrained demand and availability of raw materials for battery 22
    • 2.4.2 SHORT TERM RESTRAINTS 22
      • 2.4.2.1 Impending economic downturn and the collapse of oil prices, making the future of EV sales uncertain 22

3 COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM 23

  • 3.1 INTRODUCTION 24
    • 3.1.1 RESEARCH METHODOLOGY 24
    • 3.1.2 BOTTOM-UP APPROACH FOR ELECTRIC VEHICLE CHARGING MARKET 25
    • 3.1.3 ASSUMPTIONS AND DEFINITIONS 25
  • 3.2 COVID-19 IMPACT ON ELECTRIC VEHICLE ECOSYSTEM 26
    • 3.2.1 REALISTIC SCENARIO: FORECAST 2020-2021 26
    • 3.2.2 PESSIMISTIC SCENARIO: FORECAST 2020-2021 27
    • 3.2.3 OPTIMISTIC SCENARIO: FORECAST 2020-2021 28
    • 3.2.4 COVID-19 IMPACT ON GLOBAL ELECTRIC PASSENGER CAR MARKET 29
      • 3.2.4.1 Presence of industry leaders like tesla and BYD to drive the segment 30
    • 3.2.5 COVID-19 IMPACT ON GLOBAL ELECTRIC COMMERCIAL VEHICLE MARKET 31
      • 3.2.5.1 Nationwide lockdown across the world would lead to sluggish growth of the segment 32
    • 3.2.6 ELECTRIC VEHICLE CHARGING INFRASTRUCTURE 36
      • 3.2.6.1 Government efforts to recover from covid-19 by stimulating charging infrastructure to drive the segment 36
    • 3.2.7 BIGGEST GAINERS AND LOSERS - ELECTRIC VEHICLE ECOSYSTEM MARKET 38
      • 3.2.7.1 Biggest gainers: EV charging infrastructure 38
      • 3.2.7.2 Biggest gainers: Electric vehicle component - batteries raw materials 39
      • 3.2.7.3 Biggest losers: OEMs spread across regions with high EV demand 39

4 COVID-19 IMPACT ON ELECTRIC VEHICLE MARKET, BY COUNTRY 40

  • 4.1 INTRODUCTION 41
  • 4.2 ASIA OCEANIA 42
    • 4.2.1 CHINA 43
    • 4.2.2 INDIA 44
  • 4.3 EUROPE 44
    • 4.3.1 GERMANY 46
    • 4.3.2 FRANCE 46
    • 4.3.3 NORWAY 47
    • 4.3.4 SPAIN 47
  • 4.4 NORTH AMERICA 48

5 COMPETITIVE LANDSCAPE AND COVID-19 49

  • 5.1 INTRODUCTION 49
    • 5.1.1 LONG-TERM IMPACT ON ELECTRIC VEHICLE COMPANIES & THEIR ECOSYSTEM 49
    • 5.1.2 COVID-19: CURRENT STATUS AND UPCOMING CHALLENGES 50
    • 5.1.3 COVID-19: LONG TERM IMPACT 50
  • 5.2 RIGHT TO WIN DURING COVID-19 PERIOD 52
    • 5.2.1 STRATEGIC ALLIANCES DURING COVID-19 52
    • 5.2.2 A NEW LINE OF BUSINESS EMERGE: EV CHARGING EQUIPMENT AND SERVICES 52
    • 5.2.3 STRATEGIC INVESTMENT DURING COVID-19 53
    • 5.2.4 WINNING STRATEGIES TO GAIN THE MARKET MOMENTUM 53
    • 5.2.5 TESLA'S STRATEGIES ON GAINING THE MARKET MOMENTUM 54

6 CONSUMER TREND OUTLOOK 55

  • 6.1 INTRODUCTION 55
  • 6.2 DISCONNECT FROM THE CONSUMERS 55
    • 6.2.1 AUTOMAKERS DISCONNECTED FROM THE MARKET 55
    • 6.2.2 DIFFICULT TO SUSTAIN WITH LIMITED CAPITAL LIQUIDITY DURING COVID-19 55
    • 6.2.3 CONSUMER TRENDS - MIRED EV ADOPTION 56
  • 6.3 CONNECT WITH THE CONSUMERS 56
    • 6.3.1 CHINESE AUTOMAKERS ARE LOOKING FOR NOVEL WAYS TO REACH CUSTOMERS 56

7 COVID-19 IMPACT ON ELECTRIC VEHICLE AND ELECTRIC VEHICLE INFRASTRUCTURE: KEY FINDINGS AND CONCLUSION 57

  • 7.1 INTRODUCTION 57
  • 7.2 PANDEMIC IMPACT ON ELECTRIC VEHICLE INDUSTRY 57
  • 7.3 ELECTRIC VEHICLE INDUSTRY RELIES ON GOVERNMENT SUPPORT AMID COVID-19 58
  • 7.4 HURDLES IN ADOPTION OF ELECTRIC VEHICLES 58
  • 7.5 FINAL VERDICT: COVID-19 OUTBREAK POISED TO STRENGTHEN EV MOMENTUM 58

8 APPENDIX 60

  • 8.1 KNOWLEDGE STORE: MARKETSANDMARKETS SUBSCRIPTION PORTAL 60
  • 8.2 AUTHOR DETAILS 62