輕型商用電動汽車平台的全球OEM戰略

平台開發不再局限於 OEM。幾家初創公司正在構建可以由原始設備製造商和開發商授權的滑板平台。儘管初始投資很高，但這些平台靈活、可擴展，並提供高水平的效率和性能。

本報告探討輕型商用電動汽車平台的全球 OEM 戰略，提供市場概況、戰略要務、增長機會和公司概況。

內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略挑戰對貨運行業的影響
• 增長機會加速增長管道引擎

增長環境與展望 - 全球 eLCV 市場

• 調查範圍
• 市場細分

eLCV 平台

• 平台定義和組件
• 輕型商用車 (eLCV) 平台的類型
• 平台類型比較
• 促進平台化的因素
• 滑板平台
• 滑板之外 - 結構電池組
• 主要平台組件技術路線圖

eLVC 平台傳動系統架構

• 動力傳動系統架構
• OEM 傳動系統架構映射
• 動力傳動系統架構路線圖

Stellatis 簡介

• Stellantis-LCV 平台和模型
• Stellantis - 領先的平台
• Stellantis - 未來平台演進
• Stellatis-STLA 平台範圍和電池容量
• Stellantis-STLA 平台的 GVWR 和電機功率

大眾簡介

• 大眾-LCV平台及車型
• 大眾 - 主要平台
• 大眾-MEB 合作夥伴關係
• 大眾-SSP平台

戴姆勒簡介

• 戴姆勒-LCV 平台和模型
• 戴姆勒 - 主要平台
• 戴姆勒-Future LCV 平台

RNM 簡介

• RNM-LCV 平台和型號
• RNM - 領先的平台
• RNM - 未來電動平台戰略

總經理簡介

• GM-LCV 平台和型號
• GM - 主要平台
• GM-Ultium 平台

福特簡介

• 福特-LCV 平台和車型
• 福特 - 主要平台

主要 OEM 的 eLCV 平台

• 當前的 eLCV 平台和型號
• OEM 之間的平台共享
• OEM Elcv 平台發佈時間表

elcv 平台提供商 - REE

• REE 汽車平台
• REE 汽車 - 合作夥伴和供應商
• REE 汽車 - 戰略發展

部分OEM專用電動平台

• 專用電動平台
• 平台電池規格
• 平台電機規格
• 平台重量規格

主要的 elcv 型號

• EV 模型平台和傳動系統架構
• 小型 eLCV - 電池和電機
• 緊湊型 eLCV-GVWR 和價格
• 中型 eLCV - 電池和電機
• 中等 eLCV-GVWR 和價格
• 大型 eLCV - 電池和電機
• 大型 eLCV-GVWR 和價格
• 主要 OEM 的 eLCV 車型發佈時間表

增長機會

• 增長機會 1 - 平台組件集成的興起
• 增長機會 2 - 平台共享和許可的初始激增
• 增長機會 3-擴大對 PaaS 的接受度

附錄

下一步

All Major Automakers to Launch at Least One Dedicated Electric Platform by 2025

Currently, OEMs build electric light commercial vehicles (eLCVs) on various platforms, including converting/modifying internal combustion engine (ICE)-based vehicles, using flexible multi-energy platforms, and starting from scratch on dedicated electric vehicle (EV) skateboard platforms. ICE-based platforms may be more suitable to convert an existing LCV into eLCV model quickly with minimal investment, but they lack the design flexibility and higher efficiency of pure electric platforms. Cost reduction, increase in addressable market, quicker development, and ease of parts procurement are some of the factors driving platformization.

Platform development is no longer limited to OEMs. Multiple start-ups are building skateboard platforms that OEMs or developers can license. Although the initial investment required is high, these platforms are flexible and scalable with high level of efficiency and performance. For certain models, OEMs prefer using well-proven platforms from other OEMs and then rebadging them to cut down on development costs and time to market.

Every major OEM will likely have a pure electric platform by 2025, with Stellantis, VW, and GM ahead of others. Select OEMs have already announced a relevant specification range, body styles, expected models, and applications their electric platforms can serve. Among the key eLCV platforms to look out for from major OEMs are STLA from Stellantis, MEB and SSP from Volkswagen, EVP and VAN.EA from Daimler, Ultium from GM, TE1 and GE2 from Ford, and LCV-EV from Renault-Nissan-Mitsubishi.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Truck Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment and Scope-Global eLCV Market

• Research Scope
• Market Segmentation

eLCV Platforms

• Platform-Definition and Components
• Types of Electric Light Commercial Vehicle (eLCV) Platforms
• Platform Types Comparison
• Factors Driving Platformization
• Skateboard Platform
• Beyond Skateboard-Structural Battery Pack
• Main Platform Component Technology Roadmap

Drivetrain Architecture in eLVC Platforms

• Drivetrain Architecture
• OEMs-Drivetrain Architecture Mapping
• OEMs-Drivetrain Architecture Mapping (continued)
• Drivetrain Architecture Roadmap

Stellantis Profile

• Stellantis-LCV Platforms and Models
• Stellantis-Major Platforms
• Stellantis-Future Platform Evolution
• Stellantis-STLA Platforms Range vs Battery Capacity
• Stellantis-STLA Platforms Gross Vehicle Weight Rating (GVWR) vs Motor Power

VW Profile

• VW-LCV Platforms and Models
• VW-Major Platforms
• VW-MEB Partnerships
• VW-SSP platform

Daimler Profile

• Daimler-LCV platforms and models
• Daimler-Major Platforms
• Daimler-Future LCV Platforms

RNM Profile

• RNM-LCV Platforms and Models
• RNM-Major Platforms
• RNM-Future Electric Platform Strategy

GM Profile

• GM-LCV Platforms and Models
• GM-Major Platforms
• GM-Ultium Platform

Ford Profile

• Ford-LCV Platforms and Models
• Ford-Major Platforms

eLCV Platforms from Major oems

• Current eLCV Platforms and Models
• Platform Sharing among OEMs
• OEM Elcv Platforms Launch Timeline

elcv Platform Provider-REE

• REE Automotive-Platform
• REE Automotive-Partnerships and suppliers
• REE Automotive-Strategic Development

Dedicated Electric Platforms from Select oems

• Dedicated Electric Platforms
• Platform Battery Specs
• Platform Motor Specs
• Platform Weight Specs

Key elcv models

• EV Model Platforms and Drivetrain Architecture
• Small eLCV-Battery and Motor
• Small eLCV-GVWR and Price
• Medium eLCV-Battery and Motor
• Medium eLCV-GVWR and Price
• Large eLCV-Battery and Motor
• Large eLCV-GVWR and Price
• Major OEMs' eLCV Models Launch Timeline

Growth Opportunity Universe

• Growth Opportunity 1-Rising Integration of Platform Components
• Growth Opportunity 1-Rising Integration of Platform Components (continued)
• Growth Opportunity 2-Initial Surge in Platform Sharing and Licensing
• Growth Opportunity 2-Initial Surge in Platform Sharing and Licensing (continued)
• Growth Opportunity 3-Growing Acceptance of Platform-as-a-Service
• Growth Opportunity 3-Growing Acceptance of Platform-as-a-Service (continued)

Appendix

• Abbreviations and Acronyms

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer