xEV全球市場、電池供需展望（至2030年）

你們中的一些人可能在媒體上聽說過 "電池戰爭" 這個詞。如今，甚至智慧型手機也幾乎無所不在，但隨著這個時代電動車的出現，電池成為了競爭的中心。

電池大戰的主要原因可以被指出是世界各國針對電動車的徹底的國家政策。包括歐洲在內的幾個發展中國家已宣布計劃在 2035 年之前禁止銷售新的內燃機汽車。

本報告對全球 xEV 市場進行了研究和分析，按地區和公司總結了電動車市場的發展以及到 2035 年的未來成長趨勢。

目錄

第一章 全球汽車市場展望

第二章 全球電動LV（輕型車）市場展望

• 電動LV（乘用車+皮卡）部分的展望
• 電動乘用車市場前景
• 電動皮卡市場前景
• 電動LV（乘用車+皮卡）主要整車廠展望
  • VW、TESLA、R-N-M、HKMC、Stellantis、GM、Toyota、Ford、Geely、BMW、Honda、Daimler+中國主要整車廠

第三章電動車市場展望：按地區（LV）

• 美國電動車市場展望
• 北美（不包括美國）電動車市場展望
• 歐洲電動車市場展望
• 中國電動車市場展望
• 日本電動車市場展望
• 韓國電動車市場展望
• 亞洲電動車市場展望（不包括韓國、中國和日本）
• 其他地區（南美洲、大洋洲、中東/非洲）電動車市場展望

第四章 電動客車市場展望

• 電動客車市場前景
• 電動客車市場展望：按地區

第五章 電動卡車市場展望

• 電動卡車市場前景
• 電動卡車市場展望：按地區

第六章 鋰離子電池市場及銷售價格展望

• 平均電動車電池容量展望
• 電動車電池銷售價格展望
• 電動車電池市場規模展望

第七章 xEV電池市場展望

• xEV 電池需求展望
• xEV 電池 (LV) 需求展望
• xEV 電池的需求前景（商業）
• xEV 電池需求展望（商業 - 巴士）
• xEV 電池需求前景（商業 - 卡車）
• xEV 電池需求展望：按地區劃分

第八章電池需求展望：按汽車製造商（LV）劃分

• 電池需求前景：按全球 OEM 製造商 (LV) 劃分
• 電池需求前景：依中國製造商劃分（中國需求）

第 9 章 供應展望：按鋰離子電池製造商分類

• 電池供應前景：依製造國劃分
• 電池供應前景：依生產地區劃分
• 韓國製造商的前景
• 日本製造商的展望
• 中國製造商的展望
• 歐洲製造商的前景
• 美國製造商展望

第十章電池供需中長期展望

• 全球中長期供需展望
• 中國中長期供需展望
• 全球中長期供需展望（不含中國）
• 歐洲中長期供需展望
• 北美中長期供需展望

附錄

第一章 全球汽車法規及電動車推廣政策

第二章 主要整車廠電動車銷售目標

第三章 主要整車廠動向

Some of you may have heard of the word, 'Battery War,' from media. Smartphones that are literally ubiquitous these days also have battery inside, but with the advent of electric vehicles in this era, battery has become the center of the war.

Intensive national policies for electric vehicles implemented by countries around the world can be pointed out as one of the major backgrounds to provoke the battery war. Some developing countries including those in Europe unveiled their plan to ban the sale of new ICE cars till 2035.

In this time of rapid change and aggressive market activities, can Europe achieve 100% electrification by their target year? How about other countries? How much electrification can we achieve by 2035?

This report provides an overview of how the EV market has developed and its future growth trend till 2035 by different regions and companies.

Those who want to utilize the raw data used for the report are also eligible to purchase the DB version which is sold at the same price as the report in the PDF format.

We hope this report may help those who are in the secondary battery and electric vehicle industry to get business insight and read the market trend.

Table of Contents

1. Global Automotive Market Outlook

2. Global Electric LV(Light Vehicle) Market Outlook

• 2.1. Electric LV(Passenger + Pick-up) Portion Outlook
• 2.2. Electric Passenger Car Market Outlook
• 2.3. Electric Pick-up Market Outlook
• 2.4. Electric LV(Passenger + Pick-up) Major OEM Outlook
  • VW, TESLA, R-N-M, HKMC, Stellantis, GM, Toyota, Ford, Geely, BMW, Honda, Daimler + China Major OEM

3. EV Market Outlook by Region (LV)

• 3.1. Outlook for EV Market in USA
• 3.2. Outlook for EV Market in North American (except USA)
• 3.3. Outlook for EV Market in Europe
• 3.4. Outlook for EV Market in China
• 3.5. Outlook for EV Market in Japan
• 3.6. Outlook for EV Market in Korea
• 3.7. Outlook for EV Market in Asia (excl. Korea, China, Japan)
• 3.8. Outlook for EV Market in Other Regions (South America, Oceania, Middle East, Africa)

4. Electric BUS Market Outlook

• 4.1. Electric BUS Market Outlook
• 4.2. Electric BUS Market Outlook by Region

5. Electric TRUCK Market Outlook

• 5.1. Electric TRUCK Market Outlook
• 5.2. Electric TRUCK Market Outlook by Region

6. LIB Market and Selling Price Outlook 106

• 6.1. Outlook for Average Battery Capacity of EVs
• 6.2. Outlook for Selling Price of EV Battery
• 6.3. Outlook for Market Size of EV Battery

7. xEV Battery Market Outlook

• 7.1. Demand Outlook for xEV Battery
• 7.2. Demand Outlook for xEV Battery (LV)
• 7.3. Demand Outlook for xEV Battery (Commercial)
• 7.4. Demand Outlook for xEV Battery (Commercial - BUS)
• 7.5. Demand Outlook for xEV Battery (Commercial - Truck)
• 7.6. Demand Outlook for xEV Battery by Region

8. Battery Demand Outlook by Car Maker (LV) 118

• 8.1. Battery Demand Outlook by Global OEM Maker (LV)
• 8.2. Battery Demand Outlook by Chinese Maker (Demand for China)

9. Supply Outlook by LIB Maker

• 9.1. Battery Supply Outlook by Manufacturing Country
• 9.2. Battery Supply Outlook by Production Region
• 9.3. Outlook for Korean Makers
• 9.4. Outlook for Japanese Makers
• 9.5. Outlook for Chinese Makers
• 9.6. Outlook for European Makers
• 9.7. Outlook for US Makers

10. Mid/Long-term Outlook for Battery Supply & Demand

• 10.1. Global Mid/Long-term Supply and Demand Outlook
• 10.2. Mid/Long-term Supply and Demand Outlook in China
• 10.3. Global Mid/Long-term Supply and Demand Outlook (excl. China)
• 10.4. Mid/Long-term Supply and Demand Outlook in Europe
• 10.5. Mid/Long-term Supply and Demand Outlook in North America

Appendix

1. Global Automobile Regulation & EV Promotion Policy

• 1.1. Timeline of ICE Phase-out by Leading Countries
• 1.2. Declaration of ICE Phase-out in Major Cities
• 1.3. Automobile Regulation and EV Promotion Policy by Leading Countries
  • 1.3.1. Automobile Regulation and Business Status in USA
  • 1.3.2. Automobile Regulation and Business Status in Europe
  • 1.3.3. Automobile Regulation and Subsidy Policy in China
  • 1.3.4. Major Countries' EV Subsidy Policies

2. EV Sale Target by Major OEMs

3. Trend of Major OEMs