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市場調查報告書
商品編碼
1333897
電動汽車生態系統市場:現狀分析與預測(2022-2030)EV Ecosystem Market: Current Analysis and Forecast (2022-2030) |
由於電動汽車需求的快速增長,預計電動汽車生態系統市場在預測期內將以約 19% 的複合年增長率增長。 此外,為了推動消費者需求,各國政府將通過補貼和稅收優惠支持電動汽車生態系統,重點控制尾氣排放並促進電動汽車的採用,預計該市場將在預測期內出現顯著增長。 例如,根據國際能源署(IEA)的數據,2020年世界各國政府花費了140億美元用於電動汽車的直接購買激勵和稅收抵免,比上一年增加了25%。
根據利益相關者類型,市場分為製造、移動、供應商、消費者、監管機構以及軟件和連接提供商。 電動汽車生態系統最重要的組成部分是消費者,一切都將竭盡全力推動需求。 建立電動汽車生態系統需要所有利益相關者進行大量投資,包括基礎設施、利益相關者合作夥伴關係、技術開發和加速電動汽車車型的分銷,而這個快速擴張的生態系統將為利益相關者提供巨大的投資機會和顯著更高的投資回報率。早期參與擴展生態系統的任何組成部分。
基於基礎設施生態系統,市場分為充電基礎設施、電池製造、原材料開采和物流。 電動汽車生態系統的發展依賴於這三大基礎設施的共同增長。 充電基礎設施對於增強消費者信心和緩解裡程焦慮對於電動汽車的廣泛採用至關重要。 此外,電池是電動汽車的核心,電動汽車生態系統的增長高度依賴於通過提高能量密度和降低成本來實現電池性能。 此外,電動汽車電池需要特定的原材料,如鋰、鈷、鎳和石墨。 這種原材料的提取、加工和運輸是電動汽車生態系統的關鍵組成部分,維持這些原材料的可持續、高效的供應鏈非常重要。
根據驅動類型,市場分為純電動汽車、插電式混合動力汽車和混合動力汽車。 預計純電動汽車在預測期內將出現顯著的複合年增長率。 純電動汽車背後的驅動力是城市化,預計到 2030 年,全球將有超過 50% 的人口居住在城市。 此外,世界各地的企業和政府都在關注電動汽車的主流化,因為他們的目標是減少溫室氣體排放、減少噪音污染和提高效率。 各國政府正在通過向電動汽車購買者提供稅收抵免和激勵措施,讓電動汽車變得更容易獲得。 例如,根據國際能源署(IEA)的數據,2020年消費者將花費1200億美元購買電動汽車,比2019年增長50%。
根據車輛類型,市場分為乘用車、商用車和兩輪車。 其中,乘用車因其快速普及而成為增長最快的細分市場。 近年來,電動汽車的銷量大幅增長,尤其是乘用車,由於成本降低、續航裡程提高以及充電基礎設施的興起,其受歡迎程度飆升。 預計到 2021 年,全球消費者將花費 2500 億美元購買電動汽車。 電動汽車銷量的增長將推動電氣化投資,到 2021 年,電氣化投資將佔交通運輸行業最終用戶投資總額的 65% 以上。 此外,政府對尾氣排放的嚴格監管進一步推動了對電動汽車的需求。 例如,根據國際能源署(IEA) 的數據,在歐盟(EU),歐盟委員會的“Fit-for-55”一攬子計劃包括到2030 年將汽車數量減少55%,到2035 年將貨車數量減少50% 。包括要求 100% 車輛減排的法律。
為了更好地了解電動汽車生態系統的市場採用情況,市場包括北美(美國、加拿大、北美其他地區)、歐洲(德國、英國、法國、西班牙、意大利、歐洲其他地區)、亞太地區(中國、印度、日本、韓國、澳大利亞等亞太地區國家)以及世界其他地區。 亞太電動汽車生態系統市場預計將在整個預測期內出現顯著增長。 亞太國家人均GDP的上升正在提高生活水平,讓更多的錢落入人們手中,從而推動各國的消費。 歐洲電動汽車在汽車總銷量中所佔比例最高,但中國是迄今為止銷量領先的國家,並已成為全球電動汽車產銷量的領先者。 預計亞洲國家到 2023 年將生產近 1300 萬輛電動汽車。 與此同時,到2022年,中國的電動汽車銷量將佔全球電動汽車總銷量的約52%,即近350萬輛,而印度目前擁有100萬輛電動汽車的三分之一,年增長率將接近168%同比。正在顯示。 因此,看看這些新興國家的市場規模、收入和意識不斷提高的人口規模、在價格和產品方面為客戶提供巨大價值的原始設備製造商的可用性,以及政府的進一步支持。預計亞太地區未來將經歷高速增長。 例如,中國將新能源汽車補貼計劃(從2020年起)延長至2022年底,但開始逐年減少基礎補貼金額10%、20%和30%(從2020年至2022年)。 新能源汽車的購置稅免稅也已延長至2023年底。
An ecosystem constitutes an interdependent group of enterprises, peoples, components, and infrastructure that works together in conjunction to form a sustainable community. Every factor of an ecosystem depends on every other factor either directly or indirectly for the community to sustain and thrive. The EV ecosystem comprises vehicle connectivity, new business models, manufacturing practices, infrastructures, and sustainability. Building a successful and working ecosystem is the only way for accelerating the adoption rate of new energy vehicles, where electric vehicle manufacturers will have to amplify the network effect with other stakeholders in the mobility ecosystem.
The electric vehicle ecosystem market is expected to grow at a strong CAGR of around 19% during the forecast period owing to the surging demand for the electric vehicle. Furthermore, the market is expected to witness significant growth over the forecast period owing to the increased government focus on curbing tailpipe emissions and increasing electric vehicle adoption by supporting the EV ecosystem with subsidies and tax incentives, in order to drive consumer demand. For instance, according to the international energy agency(IEA), Governments across the world spent USD 14 billion on direct purchase incentives and tax deductions for electric cars in 2020, a 25% rise year-on-year.
Based on stakeholder type, the market is segmented into manufacturing, mobility, supplier, consumer, regulator, and software & connectivity provider. The most important component of an EV ecosystem is the consumer, where everything is done in order to drive the demand, till the momentum is established and consumer demand drives sufficient growth independently. Building an EV ecosystem will require major investments to done by all the stakeholders in infrastructure, partnerships among each other, technology developments, and accelerated EV model distribution, and this rapidly expanding ecosystem is presenting a huge investment opportunity with a fairly high possible return on investments, to the early stakeholders in any of the component of this emerging and expanding ecosystem.
Based on the infrastructure ecosystem, the market is segmented into charging infrastructure, battery manufacturing, and raw material mining and logistics. The development of the electric vehicle ecosystem is reliant on the combined growth of all three infrastructures, where charging infrastructure is essential for the widespread adoption of electric vehicles by encouraging consumer confidence and relieving them from range anxiety. Furthermore, the battery is the heart of an electric vehicle where the growth of the EV ecosystem is heavily reliant on the battery performance with improved energy density and reduced cost, which is also important in enhancing the range and the affordability of electric vehicles. Additionally, EV batteries require specific raw materials such as lithium, cobalt, nickel, and graphite. The extraction, processing, and transportation of this raw material form a critical component of the EV ecosystem, and it is important to maintain a sustainable and efficient supply chain for these materials.
Based on propulsion type, the market is segmented into BEV, PHEV, and HEV. BEV is anticipated to witness a significant CAGR during the forecast period. The driving factor for BEV is urbanization where more than 50% of the global population is projected to be living in the cities by the year 2030, where driving distances are much shorter hence making BEV an ideal choice. Moreover, businesses and governments worldwide are aiming at reducing GHG(greenhouse gas) emissions, reducing noise pollution, and increasing efficiency by focusing more on making EVs mainstream where governments are offering tax credits and incentives for those who purchase EVs, making electric vehicles more accessible for the mass adoption, further boosting the demand of the electric vehicles which is also getting reflected in the sales data. For instance, according to the international energy agency(IEA), Consumers spent USD 120 billion on electric car purchases in 2020, a 50% increase from 2019, which breaks down to a 41% increase in sales and a 6% rise in average prices.
Based on vehicle type, the market is segmented into passenger vehicles, commercial vehicles, and two-wheelers. Out of all, passenger vehicles are the fastest-growing segment owing to their rapid adoption among the masses. In recent years sales of electric vehicles have increased exponentially and among all, passenger cars are surging in popularity as their cost is decreasing, range is improving, and rising charging infrastructure. In 2021 consumers across the world spent an estimated USD*250*billion on EV purchases. The growth in EV sales is driving investment in electrification, which represented more than 65% of overall end-user investment in the transport sector in 2021. Moreover, government stringent rules that are coming regarding tailpipe emissions are further driving the demand for EVs. For instance, according to the international energy agency(IEA), In the European Union, the Fit-for-55 package from the European Commission includes a law that calls for fleet emission reductions of 55% for cars and 50% for vans by 2030 and 100% for both by 2035.
For a better understanding of the market adoption of the EV ecosystem, the market is analyzed based on its worldwide presence in the countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, India, Japan, South Korea, Australia, Rest of Asia-Pacific), Rest of World. The Electric Vehicle ecosystem market in the Asia Pacific region is anticipated to witness significant growth throughout the forecast period. Owing to the rising per capita GDP of the countries in the Asia Pacific hence improving the standard of living and increasing money in the hands of people driving the consumption of the countries. Though as a percentage of total vehicles sold electric vehicle percentage is highest in Europe but the number of units sold in China is leading the pack and has emerged as a top producer and seller of electric vehicles in the world. The Asian countries are projected to produce almost 13 million electric vehicles in the year 2023, whereas, in 2022, china has sold roughly 52% of the total EVs produced in the world which amounts to almost 3.5 million units, India the number is currently at one-third of a million unit but was almost 168% growth from the previous year. Hence, looking at the size of the market that these emerging economies have, the size of the population with rising income and awareness and the availability of the OEMs that are offering great value buys to the customers in terms of price and product and further support from the governments is showing a future of high growth prospects for the electric vehicles market in the APAC region. For instance, China (from a previous 2020 expiration date) extended its NEV subsidy program through the end of 2022, albeit it has started to reduce basic subsidy amounts by 10%, 20%, and 30% per year. (between 2020 and 2022). Through the end of 2023, it also extended the exemption from purchase taxes for NEVs.
Some of the major players operating in the market include: Tesla; BYD Company Ltd; Rivian; ABB; EVBoxS; Siemens; ChargePoint, Inc.; Panasonic Corporation; SAMSUNG SDI CO., LTD; and Contemporary Amperex Technology Co., Limited