西方 PHEV / BEV 售后市场：增长机会

2020年，在欧洲汽车市场整体出现22%的负增长的同时，欧洲新註册的电动汽车数量比上年翻了一番，零售市场份额达到10%的里程碑。电动汽车是传统内燃机汽车的流行替代品，人们普遍认为电动汽车的销量可能已经在欧洲达到顶峰。

本报告对欧美PHEV/BEV售后市场进行调查分析，提供战略基本要求、增长环境、增长机会、国别增长机会分析等信息。

目录

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• 三大战略要求对欧洲 PHEV/BEV 售后市场的影响
• 增长机会推动增长管道引擎 (TM)

调查范围和细分

• 分析范围
• 细分
• 增长动力
• 增长限制
• 预测的先决条件

成长环境

• 开发以应对电动汽车采用的障碍
• xEV 售后市场需求量
• 到 2030 年将出现价值数十亿美元的电动汽车售后市场
• 如何捕捉快速增长的电池和充电生态系统？
• 欧洲的市场潜力

增长机会一：电池寿命管理

• 概览
• 活跃公司
• 收集和物流：Reneos Consortium
• 再利用：雷诺高级电池存储
• 再利用：Betteries，德国
• 回收：Accurec，德国
• 回收：优美科，德国
• 回收：Nickelhuette Aue，德国

增长机会2：移动DC快充

• 增长机会2概览：移动直流快充
• 移动充电服务：德国 Surve Mobility（前充电器）
• 移动充电产品和服务：L-Charge，俄罗斯
• 移动充电产品：美国 Freewire Technologies（活跃于欧洲）

增长机会3：模块化电池更换

• 增长机会3概述：模块化电池更换
• 模块化电池更换：Ample，美国（计划扩展到欧洲）
• 模块化电池更换：Power Swap，瑞典

增长机会4：家用电动车供电设备（家用充电器）的销售

• 增长机会概述 4：住宅 EVSE 的销售

增长机会5：替换零件的需求

• 增长机会5：后市场更换电动汽车零部件的需求

增长机会分析：法国

• 主要增长指标：法国
• PHEV/BEV 销售和 VIO：法国
• PHEV/BEV 分布：按车龄（法国）
• 以电气化为主导的增长机会概览：法国
• 收入预测分析：按增长机会（法国）
• 更换零件的单位装运：法国
• 更换零件的盈利能力：法国
• 收入预测分析：按组件类型（法国）

增长机会分析：德国

增长机会分析：意大利

增长机会分析：西班牙

增长机会分析：英国

增长机会分析：其他欧洲

增长机会宇宙

• 增长机会一：旧内燃机车和轻型商用车电动动力总成的复苏
• 增长机会 2：面向欧洲工作场所的半公共电动汽车充电解决方案
• 增长机会 3：接入公共充电网络的软件推动者

下一步

Battery Lifecycle Management and Charging Space to Spur Transformational Growth of Aftermarket Business Models

2020 turned out to be the much-anticipated inflection point for PHEV/BEV adoption in Europe. Car buyers here clearly warmed up to the concept of electric mobility in the wake of the COVID-19 pandemic. In 2020, new electric car registrations in Europe doubled year-over-year to reach the 10% retail market share milestone even as the overall car market in Europe registered a degrowth of 22%. Such is the popularity of this ecofriendly alternative to the traditional ICE vehicles that it is widely believed that the sales of the latter may already have peaked in Europe. Extensive research by Frost & Sullivan (F&S) has led it to think that this slow-but-sure mainstreaming of electric mobility will be accompanied by the emergence of new growth opportunities in the battery lifecycle management and vehicle charging space. With the right strategic approach, traditional aftermarket participants can seek to leverage these nascent growth opportunities through new business models that will help them gain a foothold in the evolving battery and charging value chains.

Research Scope:

In terms of geography, the study separately discusses the erstwhile EU-5 markets of France, Germany, Italy, Spain, and the UK. The study also discusses the other major markets in a separate cluster designated as "Rest of Europe."

The research discusses four key growth opportunities that hold the highest growth potential for prospective participants seeking early-mover advantage in these lucrative segments.

It discusses both qualitatively and quantitatively the key aspects of each growth opportunity and offers recommendations to prospective market entrants on how to play in these rapidly evolving segments.

The study also outlines the replacement component demand for 5 xEV-specific spare parts that F&S has identified through discussions with industry veterans.

Research Highlights:

The study aims to offer insights to stakeholders across the European light vehicle aftermarket value chain including, but not limited to:

Service providers active or contemplating investments in the space of battery end-of-life management and replenishment need-fulfillment for personal vehicles and shared mobility fleets.

Aftermarket component suppliers, distributors, retailers and end-channel workshops.

Key Issues Addressed:

• What is the anticipated overall electrification trajectory of the European light vehicle population from 2020 to 2030?

• What is the expected age mix of the European PHEV/BEV population between 2020 and 2030?

• What are the key impediments to electric vehicle adoption and how are various businesses addressing these concerns resulting in new aftermarket growth opportunities?

• What are the key growth drivers and restraints for these electrification-led growth opportunities?

• Which companies are the early movers in each of the growth opportunities discussed?

• What are the other long-term growth opportunities in the PHEV/BEV aftermarket?

• Which companies are capitalizing on these nascent growth opportunities and what is the way forward for prospective investors contemplating an entry into similar lines of business?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the European PHEV/BEV Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope and Segmentation

• Scope of Analysis
• Segmentation
• Growth Drivers
• Growth Restraints
• Forecast Assumptions

Growth Environment

• Developments Addressing EV Adoption Barriers
• Demand Pockets in the xEV Aftermarket
• A Multibillion-dollar Emobility Aftermarket to Emerge by 2030
• How to Play the Fast-growing Battery and Charging Ecosystem?
• Market Potential in Europe

Growth Opportunity 1-Battery End-of-life Management

• Overview
• Overview (continued)
• Active Companies
• Collection and Logistics-The Reneos Consortium
• Repurposing-Renault Advanced Battery Storage
• Repurposing-Betteries, Germany
• Recycling-Accurec, Germany
• Recycling-Umicore, Belgium
• Recycling-Nickelhuette Aue, Germany

Growth Opportunity 2-Mobile DC Fast Charging

• Growth Opportunity 2 Overview-Mobile DC Fast Charging
• Growth Opportunity 2 Overview-Mobile DC Fast Charging (continued)
• Mobile Charging Services-Surve Mobility, Germany (Formerly Chargery)
• Mobile Charging Products and Services-L-Charge, Russia
• Mobile Charging Products-Freewire Technologies, US (Active in Europe)

Growth Opportunity 3-Modular Battery Swapping

• Growth Opportunity 3 Overview-Modular Battery Swapping
• Growth Opportunity 3 Overview-Modular Battery Swapping (continued)
• Modular Battery Swapping-Ample, US(Planned foray into Europe)
• Modular Battery Swapping-Power Swap, Sweden

Growth Opportunity 4-Sales of Residential Electric Vehicle Supply Equipment (Home Chargers)

• Growth Opportunity 4 Overview-Sales of Residential EVSE
• Growth Opportunity 4 Overview-Sales of Residential EVSE (continued)

Growth Opportunity 5-Replacement Components Demand

• Growth Opportunity 5-EV Component Replacement Demand in the Aftermarket

Growth Opportunity Analysis, France

• Key Growth Metrics, France
• PHEV/BEV Sales and VIO, France
• PHEV/BEV Distribution by Vehicle Age, France
• Electrification-led Growth Opportunities Overview, France
• Electrification-led Growth Opportunities Overview, France (continued)
• Revenue Forecast Analysis by Growth Opportunity, France
• Unit Shipment of Replacement Components, France
• Revenue Potential of Replacement Components, France
• Revenue Forecast Analysis by Component Type, France

Growth Opportunity Analysis, Germany

• Key Growth Metrics, Germany
• PHEV/BEV Sales and VIO, Germany
• PHEV/BEV Distribution by Vehicle Age, Germany
• Electrification-led Growth Opportunities Overview, Germany
• Electrification-led Growth Opportunities Overview, Germany (continued)
• Revenue Forecast Analysis by Growth Opportunity, Germany
• Unit Shipment of Replacement Components, Germany
• Revenue Potential of Replacement Components, Germany
• Revenue Forecast Analysis by Component Type, Germany

Growth Opportunity Analysis, Italy

• Key Growth Metrics, Italy
• PHEV/BEV Sales and VIO, Italy
• PHEV/BEV Distribution by Vehicle Age, Italy
• Electrification-led Growth Opportunities Overview, Italy
• Electrification-led Growth Opportunities Overview, Italy (continued)
• Revenue Forecast Analysis by Growth Opportunity, Italy
• Unit Shipment of Replacement Components, Italy
• Revenue Potential of Replacement Components, Italy
• Revenue Forecast Analysis by Component Type, Italy

Growth Opportunity Analysis, Spain

• Key Growth Metrics, Spain
• PHEV/BEV Sales and VIO, Spain
• PHEV/BEV Distribution by Vehicle Age, Spain
• Electrification-led Growth Opportunities Overview, Spain
• Electrification-led Growth Opportunities Overview, Spain (continued)
• Revenue Forecast Analysis by Growth Opportunity, Spain
• Unit Shipment of Replacement Components, Spain
• Revenue Potential of Replacement Components, Spain
• Revenue Forecast Analysis by Component Type, Spain

Growth Opportunity Analysis, UK

• Key Growth Metrics, UK
• PHEV/BEV Sales and VIO, UK
• PHEV/BEV Distribution by Vehicle Age, UK
• Electrification-led Growth Opportunities Overview, UK
• Electrification-led Growth Opportunities Overview, UK (continued)
• Revenue Forecast Analysis by Growth Opportunity, UK
• Unit Shipment of Replacement Components, UK
• Revenue Potential of Replacement Components, UK
• Revenue Forecast Analysis by Component Type, UK

Growth Opportunity Analysis, Rest of Europe

• Key Growth Metrics, Rest of Europe
• PHEV/BEV Sales and VIO, Rest of Europe
• PHEV/BEV Distribution by Vehicle Age, Rest of Europe
• Electrification-led Growth Opportunities Overview, Rest of Europe
• Electrification-led Growth Opportunities Overview, Rest of Europe (continued)
• Revenue Forecast Analysis by Growth Opportunity, Rest of Europe
• Unit Shipment of Replacement Components, Rest of Europe
• Revenue Potential of Replacement Components, Rest of Europe
• Revenue Forecast Analysis by Component Type, Rest of Europe

Growth Opportunity Universe

• Growth Opportunity 1-Electric Powertrain Retrofitment for Older ICE Cars and LCVs
• Growth Opportunity 1-Electric Powertrain Retrofitment for Older ICE Cars and LCVs (continued)
• Growth Opportunity 2-Semipublic EV Charging Solutions for the European Workplace
• Growth Opportunity 2-Semipublic EV Charging Solutions for the European Workplace (continued)
• Growth Opportunity 3-Software Enablers for Access to Public Charging Networks
• Growth Opportunity 3-Software Enablers for Access to Public Charging Networks (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
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• List of Exhibits (continued)
• Legal Disclaimer