電動車：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

電動車市場規模預計在 2025 年達到 1.15 兆美元，預計到 2029 年將達到 2.15 兆美元，預測期內（2025-2029 年）的複合年成長率為 17.00%。

對減少石化燃料對環境產生負面影響的車輛的需求不斷成長，推動了市場的成長

• 受新冠疫情影響，全球晶片短缺、供應鏈中斷，汽車產業受到嚴重影響。儘管如此，特斯拉仍因其製造方法和生產的汽車導致氣候變遷而受到批評。值得注意的是，歐盟消費者擴大選擇能夠減少石化燃料帶來的負面環境影響的汽車。
• 去年，全球汽車市場受到了新冠疫情的重大影響。由於世界各地為應對疫情而實施旅行限制，該行業面臨多重挫折。 2020年全球汽車銷量達6,380萬輛。預計2021年銷量將逐步復甦，達到6,600萬輛左右，但豐田、福斯集團等主要企業的銷量下降了100萬輛以上。
• 2021年全球乘用車銷量約5,640萬輛，較上年成長近5%。中國成為最大的區域市場，銷售量接近 2,150 萬台。未來十年汽車產業將發生重大變革。預計到 2030 年，全球新車銷量的 26% 左右將是電動車。到2022年，全球市場將新增約5,800萬輛自動駕駛汽車。這些技術進步正在重塑汽車供應鏈，尤其是汽車電子領域。隨著自動化和電氣化的興起，汽車市場的未來前景光明。
• 2020年全球電動車消費支出達1,200億美元，世界各國政府撥款約140億美元激勵電動車銷售。這些努力已獲得回報：2019 年電動車銷量成長了 25%，這主要得益於歐洲加大的獎勵。汽車電池產量也將大幅成長，到2020年將成長33%，達到160吉瓦。同時，這些電池的平均成本將下降13%，至137美元/度。根據國家電動車政策，世界各國政府都為電動車購買者和租賃者提供購置稅、增值稅甚至年度道路保險費的減免。
• 為了鼓勵人們使用插電式電動車，政府推出了許多政策，為購買電動車提供有吸引力的獎勵。例如，挪威目前擁有超過16,000個充電站，而2011年只有3,000個。挪威政府在所有主要路線上每隔50公里就設置了一個快速充電站，其中包括世界上最高的快速充電站。挪威的電動車充電站前景光明。
• 全球範圍內對電動車有一些非常有吸引力的獎勵。整體來看，目前許多國家已經簽署了《巴黎協定》，目標是在汽車政策的支持下，到2030年將溫室氣體排放量減少40%。 2017 年國家交通計畫已經制定了國家汽車目標，包括到 2030 年銷售完全零排放汽車。挪威也承諾2030年將溫室氣體排放減少至少40%。所有這些因素都有望推動挪威電動車市場的成長。

全球電動車市場趨勢

全球需求成長和政府支持將推動電動車市場成長

• 電動車（EV）已成為汽車產業的重要組成部分，因為它具有提高能源效率、減少溫室氣體和污染排放的潛力。這種快速成長背後的主要因素是日益成長的環境問題和政府的支持。其中，電動車全球銷售呈現強勁成長勢頭，2022年較2021年成長10.82%。據預測，2025年底，電動乘用車年銷量將超過500萬輛，約佔汽車總銷量的15%。
• 領先的製造商和組織（例如倫敦警察廳和消防隊）正在積極推行電動車策略。例如，該公司設定了在 2025 年實現零排放汽車、在 2030 年實現 40% 貨車電氣化、到 2040 年實現全電動化的目標。預計全球也將出現類似的趨勢，2024 年至 2030 年間電動車的需求和銷售量將急劇成長。
• 在電池技術和汽車電氣化進步的推動下，亞太地區和歐洲有望主導電動車生產。 2020年5月，起亞汽車歐洲公司公佈“S計劃”，宣布轉向電動化策略。這項決定是在起亞電動車在歐洲創下銷售紀錄之際做出的。起亞雄心勃勃地計劃在 2025 年之前在全球推出 11 款電動車，涵蓋轎車、SUV 和 MPV 等各個領域。該公司的目標是到 2026 年實現全球電動車年銷量達到 50 萬輛。

電動汽車產業概況

電動車市場適度整合，前五大公司佔44.50%的市場。該市場的主要企業是：比亞迪汽車、現代汽車公司、特斯拉公司、豐田汽車公司和大眾汽車公司（按字母順序排列）

其他福利

• Excel 格式的市場預測 (ME) 表
• 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 人口
  • 非洲
  • 亞太地區
  • 歐洲
  • 中東
  • 北美洲
  • 南美洲
• 人均GDP
  • 非洲
  • 亞太地區
  • 歐洲
  • 中東
  • 北美洲
  • 南美洲
• 消費者汽車購買支出（cvp）
  • 非洲
  • 亞太地區
  • 歐洲
  • 中東
  • 北美洲
  • 南美洲
• 通貨膨脹率
  • 非洲
  • 亞太地區
  • 歐洲
  • 中東
  • 北美洲
  • 南美洲
• 汽車貸款利率
• 共乘
• 電氣化的影響
• 電動車充電站
• 電池組價格
  • 非洲
  • 亞太地區
  • 歐洲
  • 中東
  • 北美洲
  • 南美洲
• 新款 Xev 車型發布
• 二手車銷售
• 燃油價格
• OEM生產統計
• 法律規範
• 價值鍊和通路分析

第5章市場區隔

• 車輛配置
  • 搭乘用車
    • 多用途車輛
• 燃料類別
  • BEV
  • FCEV
  • HEV
  • PHEV
• 地區
  • 非洲
    • 南非
  • 亞太地區
    • 印度
  • 歐洲
    • 捷克共和國
    • 英國
  • 中東
    • 阿拉伯聯合大公國
  • 北美洲
    • 墨西哥
  • 南美洲
    • 巴西

第6章 競爭格局

• 關鍵策略趨勢
• 市場佔有率分析
• 商業狀況
• 公司簡介
  • BYD Auto Co. Ltd.
  • Daimler AG（Mercedes-Benz AG）
  • Ford Motor Company
  • General Motors Company
  • Groupe Renault
  • Hyundai Motor Company
  • Nissan Motor Co. Ltd.
  • Stellantis NV
  • Tesla Inc.
  • Toyota Motor Corporation
  • Volkswagen AG

第7章：CEO面臨的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態（DRO）
• 資訊來源及延伸閱讀
• 圖片列表
• 關鍵見解
• 數據包
• 詞彙表

The Electric Cars Market size is estimated at 1.15 trillion USD in 2025, and is expected to reach 2.15 trillion USD by 2029, growing at a CAGR of 17.00% during the forecast period (2025-2029).

Increasing demand for vehicles mitigating the negative environmental impacts associated with fossil fuels is boosting the growth of the market

• The automotive industry was significantly impacted by the global chip shortages and supply chain disruptions stemming from the COVID-19 pandemic. Despite this, Tesla faced criticism for its perceived contributions to climate change, both in its manufacturing practices and the vehicles it produces. Notably, EU consumers are increasingly opting for vehicles that mitigate the negative environmental impacts associated with fossil fuels.
• The global automotive market witnessed significant repercussions from the COVID-19 pandemic in the past year. As travel restrictions were imposed worldwide in response to the pandemic, the industry faced several setbacks. In 2020, global car sales reached 63.8 million units. While a modest recovery was anticipated in 2021, and around 66 million cars were expected to be sold, major players like Toyota and the Volkswagen Group saw their deliveries decline by over a million units.
• In 2021, global passenger car sales reached approximately 56.4 million units, marking a nearly 5% increase from the previous year. China emerged as the largest regional market, accounting for just under 21.5 million units. The automotive landscape is poised for significant transformation in the coming decade. By 2030, it is projected that electric vehicles will make up around 26% of global new car sales. By 2022, around 58 million self-driving cars joined the global fleet. Such technological advancements are reshaping the automotive supply chain, particularly in the realm of automotive electronics. With the rise of automation and electrification, the future of the automotive market looks promising.

• In 2020, global consumer spending on electric cars reached USD 120 billion, while governments worldwide allocated nearly USD 14 billion to incentivize electric vehicle sales. These efforts paid off, with electric vehicle sales surging by 25% in 2019, largely driven by enhanced incentives in Europe. The production of automotive batteries also saw a significant uptick, rising by 33% to reach 160 GWh in 2020. Simultaneously, the average cost of these batteries dropped by 13% to USD 137/kWh. Governments globally, under their National EV Policies, exempt electric vehicle buyers and lessees from purchase tax, VAT, and even annual road traffic insurance charges.
• In order to boost the fleet of plug-in electric cars, many government policies have been established to offer several enticing incentives for buying electric vehicles. For instance, there are currently more than 16,000 charging stations in Norway, up from just 3,000 in 2011. On all important routes, including the highest fast-charging station in the entire world, the Norwegian government erected fast-charging stations every 50 km. EV charging stations appear to have a promising future in Norway.
• There are several highly attractive incentives for electric vehicles globally. Overall, many countries signed Paris Climate Policy targets, which call for a 40% decrease in greenhouse gas emissions by 2030, supported by the automobile policy. National vehicle targets, including the sale of entirely zero-emission cars by 2030, were already established by the National Transport Plan in 2017. Norway has also committed to reducing greenhouse gas emissions by at least 40% by 2030. These factors are all expected to boost the growth of the Norwegian electric car market.

Global Electric Cars Market Trends

The rising global demand and government support propel electric vehicle market growth

• Electric vehicles (EVs) have become indispensable in the automotive industry, driven by their potential to enhance energy efficiency and reduce greenhouse gas and pollution emissions. This surge is primarily attributed to growing environmental concerns and supportive government initiatives. Notably, global EV sales witnessed a robust 10.82% growth in 2022 compared to 2021. Projections indicate that annual sales of electric passenger cars will surpass 5 million by the end of 2025, accounting for approximately 15% of total vehicle sales.
• Leading manufacturers and organizations, like the London Metropolitan Police & Fire Service, have been actively pursuing their electric mobility strategies. For instance, they have set a target of a zero-emission fleet by 2025, with a goal of electrifying 40% of their vans by 2030 and achieving full electrification by 2040. Similar trends are expected globally, with the period from 2024 to 2030 witnessing a surge in demand and sales of electric vehicles.
• Asia-Pacific and Europe are poised to dominate electric vehicle production, driven by their advancements in battery technology and vehicle electrification. In May 2020, Kia Motors Europe unveiled its "Plan S," signaling a strategic shift toward electrification. This decision came on the heels of record-breaking sales of Kia's EVs in Europe. Kia has ambitious plans to introduce 11 EV models globally by 2025, spanning various segments like passenger vehicles, SUVs, and MPVs. The company aims to achieve annual global EV sales of 500,000 by 2026.

Electric Cars Industry Overview

The Electric Cars Market is moderately consolidated, with the top five companies occupying 44.50%. The major players in this market are BYD Auto Co. Ltd., Hyundai Motor Company, Tesla Inc., Toyota Motor Corporation and Volkswagen AG (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Population
  • 4.1.1 Africa
  • 4.1.2 Asia-Pacific
  • 4.1.3 Europe
  • 4.1.4 Middle East
  • 4.1.5 North America
  • 4.1.6 South America
• 4.2 GDP Per Capita
  • 4.2.1 Africa
  • 4.2.2 Asia-Pacific
  • 4.2.3 Europe
  • 4.2.4 Middle East
  • 4.2.5 North America
  • 4.2.6 South America
• 4.3 Consumer Spending For Vehicle Purchase (cvp)
  • 4.3.1 Africa
  • 4.3.2 Asia-Pacific
  • 4.3.3 Europe
  • 4.3.4 Middle East
  • 4.3.5 North America
  • 4.3.6 South America
• 4.4 Inflation
  • 4.4.1 Africa
  • 4.4.2 Asia-Pacific
  • 4.4.3 Europe
  • 4.4.4 Middle East
  • 4.4.5 North America
  • 4.4.6 South America
• 4.5 Interest Rate For Auto Loans
• 4.6 Shared Rides
• 4.7 Impact Of Electrification
• 4.8 EV Charging Station
• 4.9 Battery Pack Price
  • 4.9.1 Africa
  • 4.9.2 Asia-Pacific
  • 4.9.3 Europe
  • 4.9.4 Middle East
  • 4.9.5 North America
  • 4.9.6 South America
• 4.10 New Xev Models Announced
• 4.11 Used Car Sales
• 4.12 Fuel Price
• 4.13 Oem-wise Production Statistics
• 4.14 Regulatory Framework
• 4.15 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Vehicle Configuration
  • 5.1.1 Passenger Cars
    • 5.1.1.1 Multi-purpose Vehicle
• 5.2 Fuel Category
  • 5.2.1 BEV
  • 5.2.2 FCEV
  • 5.2.3 HEV
  • 5.2.4 PHEV
• 5.3 Region
  • 5.3.1 Africa
    • 5.3.1.1 South Africa
  • 5.3.2 Asia-Pacific
    • 5.3.2.1 India
  • 5.3.3 Europe
    • 5.3.3.1 Czech Republic
    • 5.3.3.2 UK
  • 5.3.4 Middle East
    • 5.3.4.1 UAE
  • 5.3.5 North America
    • 5.3.5.1 Mexico
  • 5.3.6 South America
    • 5.3.6.1 Brazil

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BYD Auto Co. Ltd.
  • 6.4.2 Daimler AG (Mercedes-Benz AG)
  • 6.4.3 Ford Motor Company
  • 6.4.4 General Motors Company
  • 6.4.5 Groupe Renault
  • 6.4.6 Hyundai Motor Company
  • 6.4.7 Nissan Motor Co. Ltd.
  • 6.4.8 Stellantis N.V.
  • 6.4.9 Tesla Inc.
  • 6.4.10 Toyota Motor Corporation
  • 6.4.11 Volkswagen AG

7 KEY STRATEGIC QUESTIONS FOR VEHICLES CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms