电动汽车 (EV) 市场分析和趋势 - 2031 年

  • Report Code : TIPRE00004013
  • Category : Automotive and Transportation
  • Status : Upcoming
  • No. of Pages : 150
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【研究报告】电动汽车市场预计将从2022年的3852.5亿美元增长到2030年的13760.9亿美元;预计 2022 年至 2030 年复合年增长率为 17.3%。

分析师观点:

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近年来,在消费者采用电动汽车、政府支持和举措以及对环保交通的需求不断增长的推动下,电动汽车市场出现了显着增长。电动汽车被定义为由电动机驱动的车辆,电动机从电池吸取电力来驱动车轮,并且能够从外部电源充电。电动汽车市场的另一个主要驱动因素是人们对可持续、环保交通的认识不断增强,政府投入巨额资金开发智能电池技术,以促进可持续交通。例如,2021年11月,美国总统签署了一项两党基础设施法协议,即《基础设施投资和就业法案》,为电动汽车充电站提供75亿美元的资金。这项投资使得电动汽车充电基础设施的开发得到了美国联邦资助计划的支持。全球范围内增加对电动汽车和充电基础设施开发的投资正在推动全球电动汽车市场的增长。

电动汽车依靠电力运行,不需要任何燃料。在电动汽车中,电力从直流电池转换为交流电池以供电动机使用。踏板加速以向控制器发送信号,控制器通过改变从电池逆变器到电机的交流电源的频率来帮助改变车辆的速度。电机转动并通过齿轮连接车轮。这些电动汽车使用电机运行,需要电池提供恒定能量来驱动车轮。

不同类型的电池包括锂离子电池、铅酸电池、锂离子聚合物电池、镍电池基于,以及其他。电动汽车旨在取代导致环境污染的传统出行方式。关于碳排放和碳排放的严格政府规则和法规遏制环境污染的全球议程推动电动汽车市场增长。全球倡议发起了电动公交车的推广活动,以实现拉丁美洲的可持续交通。它的目的是促进私营和上市公司的电动汽车发展,实现可持续、环保的交通。联合国发起的另一项旨在制造清洁燃料车辆的倡议计划。该计划旨在减少发达国家和发展中国家的车辆排放,从而改善城市空气质量。

市场概况:

所有电动汽车也称为纯电动汽车,配有电动机来驱动车辆。这种电动汽车利用电池组的大牵引力为电动机提供动力,并使用充电设备插入电源。它依靠电力运行,不需要液体燃料组件,包括燃油管、燃油泵和燃油箱。在基于电力驱动的车辆中,辅助电池提供电力来为车辆的配件供电。该设备将电池组中的高压直流电转换为车辆配件运行所需的低压直流电,并为辅助电池充电。

随着消费者的增长,电动汽车销量不断增长对可持续绿色交通的认识是电动汽车市场的主要驱动因素。根据国际能源署(IEA)报告,2022年电动汽车销量将达到1000万辆左右,预计2023年将达到1400万辆,同比增长35%。全球范围内,市场上销售的汽车中约有 14% 是电动汽车。根据IEA报告规定的政策情景(STEPS)政策,现有政策下电动汽车销量的全球份额预计为35%。在全球预测中,中国仍将在电动汽车市场占据主导地位,预计到 2030 年将占电动汽车总销量的 40% 以上。

战略见解

市场驱动力:

需求增加环保交通推动电动汽车市场增长

对可持续交通的需求不断增加,消费者对环保汽车的偏好不断提高,推动了市场增长。电动汽车出行方便,行驶时不需要燃料。对环保交通的需求不断增长以及日益严格的二氧化碳排放规则和法规推动了市场的增长。美国政府和欧盟合作通过了立法,以减少二氧化碳排放并满足电气化需求。欧盟为其货车和汽车采用了新的二氧化碳标准,旨在实现 2030 年目标。此外,美国政府还推出了《通货膨胀减少法案》,该法案结合了先进清洁汽车 II 规则,以减少汽车排放。实施美国和欧盟二氧化碳排放标准等环保法案和规则,正在推动全球电动汽车市场的需求。

电池制造的增长政府支持和举措激增的关键参与者也正在推动全球电动汽车市场的增长。 2022 年,风险投资初创公司投资超过 21 亿美元用于开发电池和电动汽车。全球公司从新兴市场增加新型电动汽车的销量,以提供更实惠的电动汽车型号,推动市场增长。电动汽车制造商之一特斯拉在 2021 财年上半年销量超过 421,000 辆。此外,该公司近年来推出了不同版本的电动汽车。该公司目前有四种电动汽车型号添加到其产品组合中。这些车型包括 Model X、特斯拉 Model S、Model 3 和 Model Y。该公司还计划进入印度市场。

细分分析:

市场分为乘用车和商用车根据车辆类型。由于带有电动选项的大型汽车和 SUV 销量的增加,预计乘用车将在 2022 年占据最大份额。这些汽车在欧洲和中国都有纯电动汽车可供选择。此外,市场上的主要参与者正在为全球各地的个人推出新的 SUV 车型。例如,2023年5月,印度汽车制造商塔塔汽车针对印度市场推出了三款新乘用电动汽车。这些车型包括塔塔 Tiago EV、塔塔 Tigor EV 和塔塔 Nexon EV。此外,该公司还计划向印度市场推出另外五款电动汽车。以下是印度塔塔汽车公司即将推出的 5 款电动汽车列表。此外,2022年10月,中国电动汽车制造商比亚迪针对印度市场推出了一款电动SUV乘用车。

根据零部件,该市场分为电池包装和高压元件、电机、制动器、车轮等悬架、车身和底盘、低压电气等。其中,电池组和电池组预计到 2022 年,高压元件将占据最大份额。这主要是由于市场领先企业的投资不断增加。 2023年3月,LG能源解决方案计划在美国亚利桑那州投资超过55亿美元建设电池工厂。

区域分析:

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全球电动汽车市场包括北美、亚太地区、欧洲、中东和非洲以及南美洲。

预计亚太地区将主导全球电动汽车市场。三个市场主导了全球销售。根据国际能源署《2022 年报告》,中国电动汽车销量占全球电动汽车销量的 60% 以上,由于政府对电气化和可持续交通投资的增加,这一数字迅速增长。在亚太地区,电动汽车对于实现净零排放水平非常重要,特别是由于政府的支持和社会脱碳举措。根据政府间气候变化专门委员会(IPCC)的数据,2021年,交通运输部门的温室气体排放量占全球二氧化碳排放量的15%以上。为了实现社会脱碳,道路电气化快速发展,电动汽车需求不断增加,加上清洁能源,减少碳排放是关键因素。亚太国家的国家自主贡献(NDC)计划根据法国《巴黎协定》应对气候变化。亚太地区已开始优先考虑电动交通和交通运输部门脱碳,作为国家数据中心实施的一部分。此外,随着政府法规的实施,电池驱动的电动汽车正在快速发展。 2021年,电动汽车销量比上年增长两倍。这得益于政府的支持性监管框架和经济激励措施。

此外,在欧洲和北美,由于政府的支持和充电基础设施的可用性,电动汽车销量正在迅速增长消费者对环保交通的偏好日益增长。美国总统实施了两党基础设施法,投资75亿美元用于建设电动汽车充电基础设施,投资100亿美元用于清洁交通。美国、加拿大、德国、法国和意大利等发达经济体的大多数电动汽车销量都在增长。然而,电动汽车所需的高投资、发展中国家缺乏充电设施以及高昂的成本阻碍了市场的增长。

主要参与者分析:

电动汽车市场分析包括宝马集团、大众汽车、雷诺集团、戴姆勒股份公司、通用汽车公司、上汽集团、比亚迪股份有限公司、日产汽车公司、特斯拉和丰田汽车公司等由于不同的存在而位列前两名。电动汽车模型。

最新发展:

 

市场上的几个主要参与者正在采取新车推出、收购、合作、伙伴关系和扩大生产能力等战略来保持竞争力。市场主要参与者最近采取的一些投资、开发和扩张策略如下:

  • 2023 年 9 月,戴姆勒卡车控股公司,康明斯和 Paccar, Inc. 合作投资超过 30 亿美元扩建电动卡车电池制造厂。这些公司拥有该工厂约30%的股份。
  • 2023年7月,宝马集团计划在印度投入大量资金,在印度生产电动汽车。该公司计划到 2025 年将电动汽车销量份额从 2023 年的 9% 提高到 25%。
  • 2023 年 5 月,大众汽车计划投资超过 1,930 亿美元来扩大电动汽车销量电池和电动汽车容量。该公司计划加强在北美和中国的电池驱动汽车的生产。
Report Coverage
Report Coverage

Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
Segment Covered

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to segments covered.

Regional Scope
Regional Scope

North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
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The List of Companies

1. BAIC Group
2. BYD Company Motors
3. Daimler AG
4. Ford Motor Company
5. General Motors
6. Mitsubishi Motors
7. Nissan Motor Corporation
8. Tesla Inc.
9. Toyota Motor Corporation
10. Volkswagen AG

The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

  1. Data Collection and Secondary Research:

As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.

Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.

  1. Primary Research:

The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.

For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.

A typical research interview fulfils the following functions:

  • Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
  • Validates and strengthens in-house secondary research findings
  • Develops the analysis team’s expertise and market understanding

Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:

  • Industry participants: VPs, business development managers, market intelligence managers and national sales managers
  • Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.

Below is the breakup of our primary respondents by company, designation, and region:

Research Methodology

Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.

  1. Data Analysis:

Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.

  • Macro-Economic Factor Analysis:

We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.

  • Country Level Data:

Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.

  • Company Profile:

The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.

  • Developing Base Number:

Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.

  1. Data Triangulation and Final Review:

The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.

We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.

We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.

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