轻型商用电动汽车平台的全球OEM战略

平台开发不再局限于 OEM。几家初创公司正在构建可以由原始设备製造商和开发商授权的滑板平台。儘管初始投资很高，但这些平台灵活、可扩展，并提供高水平的效率和性能。

本报告探讨轻型商用电动汽车平台的全球 OEM 战略，提供市场概况、战略要务、增长机会和公司概况。

内容

战略要务

• 为什么增长越来越难？
• 战略要务
• 三大战略挑战对货运行业的影响
• 增长机会加速增长管道引擎

增长环境与展望 - 全球 eLCV 市场

• 调查范围
• 市场细分

eLCV 平台

• 平台定义和组件
• 轻型商用车 (eLCV) 平台的类型
• 平台类型比较
• 促进平台化的因素
• 滑板平台
• 滑板之外 - 结构电池组
• 主要平台组件技术路线图

eLVC 平台传动系统架构

• 动力传动系统架构
• OEM 传动系统架构映射
• 动力传动系统架构路线图

Stellatis 简介

• Stellantis-LCV 平台和模型
• Stellantis - 领先的平台
• Stellantis - 未来平台演进
• Stellatis-STLA 平台范围和电池容量
• Stellantis-STLA 平台的 GVWR 和电机功率

大众简介

• 大众-LCV平台及车型
• 大众 - 主要平台
• 大众-MEB 合作伙伴关係
• 大众-SSP平台

戴姆勒简介

• 戴姆勒-LCV 平台和模型
• 戴姆勒 - 主要平台
• 戴姆勒-Future LCV 平台

RNM 简介

• RNM-LCV 平台和型号
• RNM - 领先的平台
• RNM - 未来电动平台战略

总经理简介

• GM-LCV 平台和型号
• GM - 主要平台
• GM-Ultium 平台

福特简介

• 福特-LCV 平台和车型
• 福特 - 主要平台

主要 OEM 的 eLCV 平台

• 当前的 eLCV 平台和型号
• OEM 之间的平台共享
• OEM Elcv 平台发布时间表

elcv 平台提供商 - REE

• REE 汽车平台
• REE 汽车 - 合作伙伴和供应商
• REE 汽车 - 战略发展

部分OEM专用电动平台

• 专用电动平台
• 平台电池规格
• 平台电机规格
• 平台重量规格

主要的 elcv 型号

• EV 模型平台和传动系统架构
• 小型 eLCV - 电池和电机
• 紧凑型 eLCV-GVWR 和价格
• 中型 eLCV - 电池和电机
• 中等 eLCV-GVWR 和价格
• 大型 eLCV - 电池和电机
• 大型 eLCV-GVWR 和价格
• 主要 OEM 的 eLCV 车型发布时间表

增长机会

• 增长机会 1 - 平台组件集成的兴起
• 增长机会 2 - 平台共享和许可的初始激增
• 增长机会 3-扩大对 PaaS 的接受度

附录

下一步

All Major Automakers to Launch at Least One Dedicated Electric Platform by 2025

Currently, OEMs build electric light commercial vehicles (eLCVs) on various platforms, including converting/modifying internal combustion engine (ICE)-based vehicles, using flexible multi-energy platforms, and starting from scratch on dedicated electric vehicle (EV) skateboard platforms. ICE-based platforms may be more suitable to convert an existing LCV into eLCV model quickly with minimal investment, but they lack the design flexibility and higher efficiency of pure electric platforms. Cost reduction, increase in addressable market, quicker development, and ease of parts procurement are some of the factors driving platformization.

Platform development is no longer limited to OEMs. Multiple start-ups are building skateboard platforms that OEMs or developers can license. Although the initial investment required is high, these platforms are flexible and scalable with high level of efficiency and performance. For certain models, OEMs prefer using well-proven platforms from other OEMs and then rebadging them to cut down on development costs and time to market.

Every major OEM will likely have a pure electric platform by 2025, with Stellantis, VW, and GM ahead of others. Select OEMs have already announced a relevant specification range, body styles, expected models, and applications their electric platforms can serve. Among the key eLCV platforms to look out for from major OEMs are STLA from Stellantis, MEB and SSP from Volkswagen, EVP and VAN.EA from Daimler, Ultium from GM, TE1 and GE2 from Ford, and LCV-EV from Renault-Nissan-Mitsubishi.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Truck Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment and Scope-Global eLCV Market

• Research Scope
• Market Segmentation

eLCV Platforms

• Platform-Definition and Components
• Types of Electric Light Commercial Vehicle (eLCV) Platforms
• Platform Types Comparison
• Factors Driving Platformization
• Skateboard Platform
• Beyond Skateboard-Structural Battery Pack
• Main Platform Component Technology Roadmap

Drivetrain Architecture in eLVC Platforms

• Drivetrain Architecture
• OEMs-Drivetrain Architecture Mapping
• OEMs-Drivetrain Architecture Mapping (continued)
• Drivetrain Architecture Roadmap

Stellantis Profile

• Stellantis-LCV Platforms and Models
• Stellantis-Major Platforms
• Stellantis-Future Platform Evolution
• Stellantis-STLA Platforms Range vs Battery Capacity
• Stellantis-STLA Platforms Gross Vehicle Weight Rating (GVWR) vs Motor Power

VW Profile

• VW-LCV Platforms and Models
• VW-Major Platforms
• VW-MEB Partnerships
• VW-SSP platform

Daimler Profile

• Daimler-LCV platforms and models
• Daimler-Major Platforms
• Daimler-Future LCV Platforms

RNM Profile

• RNM-LCV Platforms and Models
• RNM-Major Platforms
• RNM-Future Electric Platform Strategy

GM Profile

• GM-LCV Platforms and Models
• GM-Major Platforms
• GM-Ultium Platform

Ford Profile

• Ford-LCV Platforms and Models
• Ford-Major Platforms

eLCV Platforms from Major oems

• Current eLCV Platforms and Models
• Platform Sharing among OEMs
• OEM Elcv Platforms Launch Timeline

elcv Platform Provider-REE

• REE Automotive-Platform
• REE Automotive-Partnerships and suppliers
• REE Automotive-Strategic Development

Dedicated Electric Platforms from Select oems

• Dedicated Electric Platforms
• Platform Battery Specs
• Platform Motor Specs
• Platform Weight Specs

Key elcv models

• EV Model Platforms and Drivetrain Architecture
• Small eLCV-Battery and Motor
• Small eLCV-GVWR and Price
• Medium eLCV-Battery and Motor
• Medium eLCV-GVWR and Price
• Large eLCV-Battery and Motor
• Large eLCV-GVWR and Price
• Major OEMs' eLCV Models Launch Timeline

Growth Opportunity Universe

• Growth Opportunity 1-Rising Integration of Platform Components
• Growth Opportunity 1-Rising Integration of Platform Components (continued)
• Growth Opportunity 2-Initial Surge in Platform Sharing and Licensing
• Growth Opportunity 2-Initial Surge in Platform Sharing and Licensing (continued)
• Growth Opportunity 3-Growing Acceptance of Platform-as-a-Service
• Growth Opportunity 3-Growing Acceptance of Platform-as-a-Service (continued)

Appendix

• Abbreviations and Acronyms

Next Steps

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