首頁 > 市場調查報告書 > 能源/環境

CO2 降低

市場調查報告書

商品編碼

1725025

2024-2030年全球汽車淨零碳策略

Carbon Net-zero Strategies in the Automotive Sector, Global, 2024-2030

出版日期: 2025年04月08日 | 出版商:

Frost & Sullivan | 英文 61 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

專注於永續創新、可回收性和能源效率的碳淨零策略將推動全球汽車產業的變革性成長

在汽車產業，隨著全球向永續性的轉變不斷推進，碳中和已成為全球汽車製造商的關鍵目標。零排放汽車 (ZEV) 信用計劃等法律規範正在改變製造商的生產、創新和合規方式。該研究檢驗了全球汽車製造商的碳淨零策略，並專注於實現碳中和的營運、監管和策略方面。我們對零排放汽車積分法規進行了詳細分析，包括計算方法和使用乘數來實現美國、歐洲和中國等主要市場的合規性。該研究強調了OEM在永續採購、脫碳供應鏈和採用先進技術方面的努力，並展示了永續性投資與市場差異化之間的相互作用。透過展示主要汽車製造商的碳淨零策略，它深入了解了區域差異和技術進步如何影響汽車產業的脫碳格局。

主要競爭對手

Stellantis
Ford
General Motors (GM)
Hyundai & Kia
Toyota
Volkswagen (VW)
BYD
SAIC
Geely
GM
Toyota
VW
BYD
SAIC
Geely

排碳權對汽車製造商的影響：概述
營運影響：永續性產品開發與設計
產品開發與設計： OEM計劃與技術供應商
材料和零件的永續採購
永續採購： OEM計畫和技術供應商
最佳化製造流程
製造流程最佳化： OEM計劃和技術供應商
供應鏈脫碳
供應鏈脫碳： OEM計畫與技術供應商
報廢產品管理與回收策略
報廢產品管理： OEM方法
報廢產品管理：技術供應商的實現

碳淨零策略：財務影響

碳淨零目標如何影響汽車製造商：概述
財務影響：經濟承諾、效益
投資碳淨零策略：對OEM的影響
排碳權飆升導致價格上漲

碳淨零策略：市場動態

碳淨零目標如何影響汽車製造商：概述
對市場動態的影響：透過淨零策略實現原始OEM的差異化
透過淨零策略實現OEMOEM做什麼

碳淨零策略：組織策略與願景

碳淨零目標如何影響汽車製造商：概述
影響組織策略與願景：夥伴關係
對組織策略和願景的影響：收購
對組織策略和願景的影響：合資企業
OEM淨零戰略的區域差異

主要汽車製造商的碳淨零戰略

汽車品牌與碳淨零藍圖
Stellantis
Volkswagen
Ford
General Motors
Toyota
Hyundai

成長機會宇宙

成長機會1：永續售後市場與EOL解決方案
成長機會二：消費者融資解決方案與訂閱模式
成長機會三：碳市場整合

附錄：後續步驟

成長機會的益處和影響
後續步驟Next steps
附件列表
免責聲明

簡介目錄

Product Code: MH5D-44

The Global Automotive Sector is Experiencing Transformational Growth due to Carbon Net-zero Strategies Focused on Sustainable Innovation, Recyclability, and Energy Efficiency

The automotive industry is witnessing a global shift to sustainability, with carbon neutrality emerging as a critical objective for automakers worldwide. Regulatory frameworks, such as zero-emission vehicle (ZEV) credit systems, are reshaping how manufacturers approach production, innovation, and compliance. This study examines global OEMs' carbon net-zero strategies, focusing on the operational, regulatory, and strategic dimensions of their carbon neutrality journeys. It provides a detailed analysis of ZEV credit regulations, including calculation methodologies and the use of multipliers to achieve compliance in key markets, including the United States, Europe, and China. The study highlights OEM initiatives in sustainable sourcing, decarbonized supply chains, and advanced technology adoption, showcasing the interplay between investments in sustainability and market differentiation. By profiling leading automakers' carbon net-zero strategies, the study offers insight into how regional variations and technological advancements are shaping the automotive industry's decarbonization landscape.

The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies

Transformative Megatrends

Why:
Carbon neutrality commitments drive the integration of renewable energy practices in automotive OEM manufacturing plants.
Sustainable practices are becoming a strategic differentiator, influencing customer purchasing decisions.
The emphasis on sustainability across the supply chain to reduce illegal mining and logistics emissions is evident.
Frost Perspective:
During the next 5 years, OEMs will adopt renewable energy, achieving a minimum 50% renewable energy mix in their factories.
Within this decade, automotive OEMs will include their sustainability practices as strategic communication to attract environmentally conscious consumers.
In the next 5 years, responsible sourcing and sustainable logistics practices will become mandatory for North American and EU automotive OEMs.

Geopolitical Chaos

Why:
Political unrest and geopolitical tensions may result in energy supply disruptions between countries, leading to shortages in manufacturing operations.
Sustainability initiatives in the automotive industry contribute directly to Sustainable Development Goals (SDGs), such as Goal 7 (Affordable and Clean Energy) and Goal 13 (Climate Action).
Frost Perspective:
Owing to unfavorable political conditions after the COVID-19 pandemic, automotive OEMs are targeting self-sustaining energy production through renewable sources, such as solar, wind, and biogas, for their manufacturing facilities.
During the next 5-10 years, automotive brands will try to integrate sustainable practices that directly contribute to specific SDGs and broader sustainability objectives to have a positive societal and environmental impact.

Disruptive Technologies

Why:
Digital technologies, such as IoT sensors and smart energy management systems, allow automotive OEMs to monitor energy usage in real time, reducing overall energy consumption and greenhouse gas (GHG) emissions.
Digital tools, such as blockchain and artificial intelligence (AI), enhance supply chain transparency by tracing raw material origins for sustainable and ethical sourcing.
Frost Perspective:
The integration of energy-efficient technologies and predictive maintenance systems will become mandatory in automotive manufacturing during the next 5 years.
Full-scale adoption of digital solutions, such as blockchain, digital twins, and generative AI, to enable monitoring and reduce carbon footprints, as well as position the automotive industry as a leader in sustainable manufacturing practices, will occur after 2030.

Scope of Analysis

The study provides a comprehensive overview of regulatory carbon credits by examining zero-emission vehicle (ZEV) credit regulations, their calculation methodologies, and the influence of multipliers in driving compliance with carbon net-zero targets across the United States, the European Union (EU), and China.
The study explores the operational and product development impacts of carbon net-zero strategies on OEMs, focusing on the sustainable sourcing of materials and components, as well as the role of technology vendors in enabling decarbonization initiatives.
The study analyzes OEM initiatives in sustainable sourcing, supply chain decarbonization, and end-of-life (EOL) product management, highlighting the role of technology partnerships and vendor contributions. It examines investments in carbon net-zero strategies and their effects on organizational strategy, market differentiation, and regional variations.
The study profiles select global OEMs' carbon net-zero strategies, showcasing their organizational vision, strategic initiatives, and technological advancements tailored to regional market requirements.

Growth Drivers

Electric Vehicle (EV) Components' End of Life (EOL):

OEMs will adopt business models that leverage opportunities in EV second-life applications and recycle raw materials from EVs, such as nickel and cobalt.

Advanced Manufacturing Processes:

Concepts such as digital twins, energy-efficient manufacturing systems, and micro-factories will reduce GHG emissions and waste generation in factories and ensure sustainability in vehicle assembly.

SDGs:

As a part of their SDG goals and commitment to sustainable development, UN member countries are increasingly imposing regulations on automotive OEMs to increase sustainable practices and reduce GHG emissions across the value chain.

Circular Economy Principles:

Vehicle manufacturing will adopt a sustainability-focused approach that includes EOL recycling and modular assembly practices from the concept stage to ensure sustainable practices in vehicle design in the coming years.

Lightweight Materials:

Automotive manufacturers are adopting lightweight materials to reduce overall vehicle weight, translating to improved fuel efficiency and reduced emissions.

Growth Restraints

Vehicle Life Cycle Monitoring:

Monitoring sold vehicles and retrieving them for proper EOL disposal is becoming an essential task for automakers. Stricter recycling and disposal standards are threatening automotive manufacturers.

High Implementation Costs to Achieve Sustainability:

Implementing sustainable practices in material usage and energy generation involves substantial investments, which burdens automotive OEMs, especially small- and medium-sized automakers.

Lack of Standards and Regulations:

Sustainability standards differ by region, with EU standards being much stricter than Asian ones. Implementing sustainability across an automaker's manufacturing locations becomes challenging, as plants in different regions have divergent priorities.

Limited Consumer Awareness:

Consumers have limited awareness of and interest in buying green products, such as eco-friendly car interiors and modular vehicles, and the willingness to pay for such products is only picking up slowly, making automakers cautious about investing in these areas.

Limitations in Sustainable Material Usage:

Despite the encouragement to adopt sustainable materials, they have certain limitations; for example, using plant-based materials to replace plastics will improve renewable material usage but promote deforestation.

Key Competitors

Stellantis
Ford
General Motors (GM)
Hyundai & Kia
Toyota
Volkswagen (VW)
BYD
SAIC
Geely
GM
Toyota
VW
BYD
SAIC
Geely

Transformation in Carbon Net Zero in the Automotive Industry

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Automotive Industry's Carbon Net-zero Strategies