全球電動兩輪車 (E2W) 市場分析和成長機會

Global Electric Two-wheeler (E2W) Market Analysis and Growth Opportunities

出版日期: 2023年07月25日 | 出版商:

Frost & Sullivan | 英文 108 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

政府政策以及電池和連接方面的進步將使銷售年複合成長率（2022-2030年）提高至 23.3%

越來越多的新興企業進入電動兩輪車（E2W）市場，特別是那些進口廉價零件來銷售品質較低的車輛的初創企業。大多數傳統內燃機（ICE）兩輪車（2W）製造商（OEM）尚未進入E2W市場。E2W技術正處於起步階段，由初創企業主導，吸引了其他新興企業的進入。

E2W的組件（主要是軟體控制的）比 ICE 2W 少 50%，需要的工具更少，維修和維護時間也更少。E2W新興企業尋求更快擴大規模，以降低營運成本、避免資金短缺並吸引新投資者。該市場的公司也在探索新的商業模式，例如直接面向客戶的銷售和服務，以消除實體店，因為可以遠程進行E2W維護並可以提供上門維修服務。原始設備製造商仔細研究如何以更少的投資更快地進行區域擴張，包括線上銷售、上門試駕以及與經銷商的合作。

亞洲和拉丁美洲 (LATAM) 國家簡化其進口政策，以促進E2W的引進。政府應實施更嚴格的進口政策和認證規則來制定品質標準。新興國家製定有利於營商的政策和政策，幫助構建電動汽車（EV）生態系統。主要的E2WOEM 與政府合作，加強電動汽車供應鏈，並使該國成為電動汽車中心。

Frost & Sullivan 在本報告中探討了全球E2W市場。調查期為2018年至2030年，以2022年為基準年，2023年至2030年為預測期。覆蓋地區包括北美（美國、加拿大）、拉丁美洲（巴西、哥倫比亞）、歐洲（英國、義大利、西班牙、法國、德國）和亞洲（印度、印尼、泰國、越南、中國、台灣、日本）。具體幻燈片中提到了非洲和墨西哥等其他地區和國家，以涵蓋更廣泛的具體主題。

其他重要資訊是：

主要市場趨勢：十大趨勢
按地區和類型細分（電動輕便摩托車、電動摩托車、電動踏板車）
主要OEM
商業模式
組件生態系統

Frost & Sullivan 提供了相關人員可以探索和利用的見解和成長機會，以在未來七年的動態E2W領域獲得佔有率。

成長促進因素
生長抑制因素
預測假設
調查方法
銷售預測
主要競爭：按細分市場
E2W市場價值鏈
銷量對比
市場佔有率：按國家分類
前5名E2W銷售國家/地區：前5名（2022年）
E2W成長和擴散分析：主要國家
製造商類型
按類型分類的前3名銷售E2W製造商
主要E2W製造商：按類型和地區
入門級E2W製造商：前三名公司的比較分析
中端E2W廠商：前三名企業對比分析
奢侈品E2W製造商：前三名企業對比分析
E2W銷售服務商業模式
進入E2W市場的實體類型
生態系統代表
最暢銷的E2W製造商：主要國家/地區前 3 名
E2W新興企業吸引全球重大投資
近兩年主要投資領域
按地區分類的成長機會：對E2W新興企業的投資活躍

主要市場趨勢：十大趨勢

趨勢1：採用 eSIM（嵌入式用戶身份模組）的嵌入式遠程資訊處理
趨勢2：基於感測器的ARAS出現在E2W領域
趨勢3：觸控螢幕TFT多功能資訊娛樂系統
趨勢4：電池替代技術
趨勢5：固態電池技術
趨勢6：訂閱購買模式
趨勢7：3D列印
趨勢8：PBV
趨勢9：氫燃料電池E2W
趨勢10：D2C銷售與服務

E2W組件生態系統

E2W生態系統
E2W馬達結構類型
主要E2W車型及其馬達結構
馬達製造商
E2W電池化學成分
流行的E2W型號及其電池化學成分
E2W電池化學兼容性矩陣
E2W電池演變和選定的電池製造商
電池回收
值得注意的點
換電技術的優勢：OEM和換電站的視角
組建電池交換聯盟
E2W電池交換聯盟及其成員
E2W充電基礎設施：概述、主要參與者、商機、未來發展
E2W充電電壓和功率標準
E2W充電連接器標準
E2W：主要國家的PCS基礎設施
公寓樓設置私人充電點的問題
連接的E2W：系留（藍牙）和嵌入式
OEM 概述：E2W維護的系留連接與嵌入式連接
HMI：顯示器、操作系統、智慧手機應用程式
定義互聯E2W未來的主要趨勢
E2W輪胎技術
E2W組件生態系統：要點

E2W商業模式

特殊用途的E2W
特定用途的E2W需求不斷成長
賽車運動中的E2W
E2W銷售服務商業模式
乘車共享和最後一英里交付
E2W商業模式：關鍵要點

充滿成長機會的宇宙

成長機會1：元件技術的進步
成長機會2：E2W電池替代技術
成長機會3：自行車計程車和最後一英里配送

下一步

下一步
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簡介目錄

Product Code: PE80-44

Government Policies and Advancements in Battery and Connectivity Drive a 23.3% Sales CAGR from 2022 to 2030

An increasing number of E2W start-ups are in the market, especially those importing cheap components and selling low-quality vehicles. Most traditional internal combustion engine (ICE) two-wheeler (2W) original equipment manufacturers (OEMs) have yet to enter the E2W market. With E2W technology nascent and dominated by start-ups, it attracts entities from other industries to enter the market.

Since E2Ws have 50% fewer components-mainly controlled by software-compared to ICE 2Ws, it requires fewer tools and lesser time to repair and maintain. E2W start-ups seek to reduce operation costs and scale faster to avoid a cash crunch and attract new investors. Companies in this market are also exploring new business models, such as direct-to-customer sales and services, to eliminate physical shops since they can perform E2W maintenance remotely and with doorstep repair service. Other aspects OEMs scrutinize to expand across regions faster with less investment include online sales, doorstep test rides, and distributor partnerships.

Countries in Asia and Latin America (LATAM) offer simplified import policies to promote E2W adoption. Governments should impose stricter import policies and homologation rules to set quality standards. Developing economies are creating favorable policies and regulations for players to encourage the building of an electric vehicle (EV) ecosystem. Leading E2W OEMs strive to strengthen the EV supply chain with governments to make the country an EV hub.

Frost & Sullivan studies the global E2W market in this report. The study period is 2018-2030, with 2022 as the base year and 2023-2030 as the forecast period. Regions covered include North America (United States and Canada), LATAM (Brazil and Colombia), Europe (United Kingdom, Italy, Spain, France, and Germany), and Asia (India, Indonesia, Thailand, Vietnam, China, Taiwan, and Japan). Other regions and countries, such as Africa and Mexico, are mentioned in specific slides to provide more broad coverage for particular topics.

Other vital information includes:

Top 10 trends
Segmentation by region and type (eMoped, eMotorcycle, eScooter)
Leading OEMs
Business models
Components ecosystem

Notably, Frost & Sullivan offers stakeholders insights and growth opportunities they can explore and use to capture a share of the dynamic E2W space over the next seven years.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the E2W Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Global E2W Market Snapshot
Selected E2W Models and Their Motor Architecture
Comparative Analysis of the Top 3 Entry-level E2W OEMs
E2W Market Value Chain
Ecosystem Representation
E2W Growth and Penetration Analysis: Leading Countries
Leading Competitors by Segment

Research Scope

Scope of Analysis
E2W Segmentation and Definition
Segmentation by Region
Notable Global E2W OEMs

Growth Opportunity Analysis

Growth Drivers
Growth Restraints
Forecast Assumptions
Forecasting Methodology
Unit Sales Forecast
Leading Competitors by Segment
E2W Market Value Chain
Unit Sales Comparison
Market Share by Country
Top 5 Countries with the Highest E2W Sales in 2022
E2W Growth and Penetration Analysis: Leading Countries
Types of OEMs
The Top 3 Highest-selling E2W OEMs by Type
Selected E2W OEMs by Type and Region
Comparative Analysis of the Top 3 Entry-level E2W OEMs
Comparative Analysis of the Top 3 Mid-level E2W OEMs
Comparative Analysis of the Top 3 Premium-level E2W OEMs
E2W Sales and Service Business Models
Types of Business Entities Entering the E2W Market
Ecosystem Representation
Top 3 Highest-selling E2W OEMs: Selected Countries
E2W Start-ups Attracting Major Investments Globally
Major Investment Regions Over the Past 2 Years
Growth Opportunities by Region: Boosting Investments in E2W Start-ups

Top 10 Trends

Trend 1: Embedded Telematics via an Embedded Subscriber Identity Module (eSIM)
Trend 2. Sensor-based ARAS to Feature Across E2W Segments
Trend 3. Touch Screen TFT Multifunction Infotainment System
Trend 4. Battery-swapping Technology
Trend 5. Solid-state Battery Technology
Trend 6. Subscription Purchase Models
Trend 7. 3D Printing
Trend 8. PBVs
Trend 9. Hydrogen Fuel Cell E2Ws
Trend 10. D2C Sales and Service

E2W Components Ecosystem

E2W Ecosystem
E2W Motor Architecture Types
Selected E2W Models and Their Motor Architecture
Motor Manufacturers
E2W Battery Cell Chemistry
Popular E2W Models and Their Battery Cell Chemistries
E2W Battery Chemistry Suitability Matrix
E2W Battery Evolution and Selected Cell Manufacturers
Battery Recycling
Notable
Benefits of Battery-swapping Technology: OEMs and Swapping Station Perspectives
Formation of Battery-swapping Consortiums
E2W Battery Swapping Consortiums and Their Members
E2W Charging Infrastructure: Overview, Principal Players, Opportunities, and Future Development
E2W Charging Voltage and Power Standards
E2W Charging Connector Standards
PCS Infrastructure by Major E2W Countries
Private Charging Point Installation Issues in Apartments
Connected E2Ws: Tethered (Bluetooth) and Embedded
OEM Overview: Tethered versus Embedded Connectivity in E2W Maintenance
HMI: Display, Operating System, and Smartphone Application
Primary Trends Defining the Future of Connected E2Ws
E2W Tire Technology
E2W Components Ecosystem: Key Takeaways