全球电动两轮车 (E2W) 市场分析和增长机会

Global Electric Two-wheeler (E2W) Market Analysis and Growth Opportunities

出版日期: 2023年07月25日 | 出版商:

Frost & Sullivan | 英文 108 Pages | 商品交期: 最快1-2个工作天内

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简介目录

政府政策以及电池和连接方面的进步将使销售年复合成长率（2022-2030 年）提高至 23.3%

越来越多的新兴企业正在进入电动两轮车（E2W）市场，特别是那些进口廉价零部件来销售质量较低的车辆的初创企业。大多数传统内燃机（ICE）两轮车（2W）製造商（OEM）尚未进入E2W市场。 E2W技术正处于起步阶段，由初创企业主导，吸引了其他新兴企业的进入。

E2W 的组件（主要是软件控制的）比 ICE 2W 少 50%，需要的工具更少，维修和维护时间也更少。 E2W新兴企业正在寻求更快地扩大规模，以降低运营成本、避免资金短缺并吸引新投资者。该市场的公司也在探索新的商业模式，例如直接销售和服务客户，以消除实体店，因为可以远程进行E2W维护，并可以提供上门维修服务。原始设备製造商正在仔细研究如何以更少的投资更快地进行区域扩张，包括在线销售、上门试驾以及与经销商的合作。

亚洲和拉丁美洲 (LATAM) 国家正在简化其进口政策，以促进 E2W 的引入。政府应实施更严格的进口政策和认证规则来製定质量标准。新兴国家正在製定有利于营商的政策和政策，帮助构建电动汽车（EV）生态系统。主要的 E2W OEM 正在与政府合作，加强电动汽车供应链，并使该国成为电动汽车中心。

Frost & Sullivan 在本报告中探讨了全球 E2W 市场。调查期为2018年至2030年，以2022年为基准年，2023年至2030年为预测期。覆盖地区包括北美（美国、加拿大）、拉丁美洲（巴西、哥伦比亚）、欧洲（英国、意大利、西班牙、法国、德国）和亚洲（印度、印尼、泰国、越南、中国、台湾、日本））。具体幻灯片中提到了非洲和墨西哥等其他地区和国家，以涵盖更广泛的具体主题。

其他重要信息是：

主要市场趋势：十大趋势
按地区和类型细分（电动轻便摩托车、电动摩托车、电动踏板车）
主要整车厂
商业模式
组件生态系统

Frost & Sullivan 提供了相关人员可以探索和利用的见解和增长机会，以在未来七年的动态 E2W 领域获得份额。

增长促进因素
生长抑制因素
预测假设
调查方法
销售预测
主要竞争：按细分市场
E2W市场价值链
销量对比
市场份额：按国家分类
前 5 名 E2W 销售国家/地区：前 5 名（2022 年）
E2W 增长和扩散分析：主要国家
製造商类型
按类型分類的前 3 名销售 E2W 製造商
主要E2W製造商：按类型和地区
入门级E2W製造商：前三名公司的比较分析
中端E2W厂商：前三名企业对比分析
奢侈品E2W製造商：前三名企业对比分析
E2W销售服务商业模式
进入E2W市场的实体类型
生态系统代表
最畅销的 E2W 製造商：主要国家/地区前 3 名
E2W新兴企业吸引全球重大投资
近两年主要投资领域
按地区分類的增长机会：对 E2W新兴企业的投资活跃

主要市场趋势：十大趋势

趋势 1：采用 eSIM（嵌入式用户身份模块）的嵌入式远程信息处理
趋势二：基于传感器的ARAS出现在E2W领域
趋势三：触摸屏TFT多功能信息娱乐系统
趋势四：电池替代技术
趋势五：固态电池技术
趋势六：订阅购买模式
趋势七：3D打印
趋势 8：PBV
趋势九：氢燃料电池E2W
趋势十：D2C销售与服务

E2W组件生态系统

端到端生态系统
E2W 电机结构类型
主要E2W车型及其电机结构
电机製造商
E2W电池化学成分
流行的 E2W 型号及其电池化学成分
E2W 电池化学兼容性矩阵
E2W 电池演变和选定的电池製造商
电池回收
值得注意的点
换电技术的优势：整车厂和换电站的视角
组建电池交换联盟
E2W电池交换联盟及其成员
E2W 充电基础设施：概述、主要参与者、商机、未来发展
E2W充电电压和功率标准
E2W充电连接器标准
E2W：主要国家的PCS基础设施
公寓楼设置私人充电点的问题
连接的 E2W：系留（蓝牙）和嵌入式
OEM 概述：E2W 维护的系留连接与嵌入式连接
HMI：显示器、操作系统、智能手机应用程序
定义互联 E2W 未来的主要趋势
E2W轮胎技术
E2W组件生态系统：要点

端到端商业模式

特殊用途的E2W
特定用途的 E2W 需求不断增长
赛车运动中的 E2W
E2W销售服务商业模式
乘车共享和最后一英里交付
E2W 商业模式：关键要点

充满增长机会的宇宙

增长机会1：元件技术的进步
增长机会2：E2W电池替代技术
增长机会3：自行车出租车和最后一英里配送

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简介目录

Product Code: PE80-44

Government Policies and Advancements in Battery and Connectivity Drive a 23.3% Sales CAGR from 2022 to 2030

An increasing number of E2W start-ups are in the market, especially those importing cheap components and selling low-quality vehicles. Most traditional internal combustion engine (ICE) two-wheeler (2W) original equipment manufacturers (OEMs) have yet to enter the E2W market. With E2W technology nascent and dominated by start-ups, it attracts entities from other industries to enter the market.

Since E2Ws have 50% fewer components-mainly controlled by software-compared to ICE 2Ws, it requires fewer tools and lesser time to repair and maintain. E2W start-ups seek to reduce operation costs and scale faster to avoid a cash crunch and attract new investors. Companies in this market are also exploring new business models, such as direct-to-customer sales and services, to eliminate physical shops since they can perform E2W maintenance remotely and with doorstep repair service. Other aspects OEMs scrutinize to expand across regions faster with less investment include online sales, doorstep test rides, and distributor partnerships.

Countries in Asia and Latin America (LATAM) offer simplified import policies to promote E2W adoption. Governments should impose stricter import policies and homologation rules to set quality standards. Developing economies are creating favorable policies and regulations for players to encourage the building of an electric vehicle (EV) ecosystem. Leading E2W OEMs strive to strengthen the EV supply chain with governments to make the country an EV hub.

Frost & Sullivan studies the global E2W market in this report. The study period is 2018-2030, with 2022 as the base year and 2023-2030 as the forecast period. Regions covered include North America (United States and Canada), LATAM (Brazil and Colombia), Europe (United Kingdom, Italy, Spain, France, and Germany), and Asia (India, Indonesia, Thailand, Vietnam, China, Taiwan, and Japan). Other regions and countries, such as Africa and Mexico, are mentioned in specific slides to provide more broad coverage for particular topics.

Other vital information includes:

Top 10 trends
Segmentation by region and type (eMoped, eMotorcycle, eScooter)
Leading OEMs
Business models
Components ecosystem

Notably, Frost & Sullivan offers stakeholders insights and growth opportunities they can explore and use to capture a share of the dynamic E2W space over the next seven years.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the E2W Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Global E2W Market Snapshot
Selected E2W Models and Their Motor Architecture
Comparative Analysis of the Top 3 Entry-level E2W OEMs
E2W Market Value Chain
Ecosystem Representation
E2W Growth and Penetration Analysis: Leading Countries
Leading Competitors by Segment

Research Scope

Scope of Analysis
E2W Segmentation and Definition
Segmentation by Region
Notable Global E2W OEMs

Growth Opportunity Analysis

Growth Drivers
Growth Restraints
Forecast Assumptions
Forecasting Methodology
Unit Sales Forecast
Leading Competitors by Segment
E2W Market Value Chain
Unit Sales Comparison
Market Share by Country
Top 5 Countries with the Highest E2W Sales in 2022
E2W Growth and Penetration Analysis: Leading Countries
Types of OEMs
The Top 3 Highest-selling E2W OEMs by Type
Selected E2W OEMs by Type and Region
Comparative Analysis of the Top 3 Entry-level E2W OEMs
Comparative Analysis of the Top 3 Mid-level E2W OEMs
Comparative Analysis of the Top 3 Premium-level E2W OEMs
E2W Sales and Service Business Models
Types of Business Entities Entering the E2W Market
Ecosystem Representation
Top 3 Highest-selling E2W OEMs: Selected Countries
E2W Start-ups Attracting Major Investments Globally
Major Investment Regions Over the Past 2 Years
Growth Opportunities by Region: Boosting Investments in E2W Start-ups

Top 10 Trends

Trend 1: Embedded Telematics via an Embedded Subscriber Identity Module (eSIM)
Trend 2. Sensor-based ARAS to Feature Across E2W Segments
Trend 3. Touch Screen TFT Multifunction Infotainment System
Trend 4. Battery-swapping Technology
Trend 5. Solid-state Battery Technology
Trend 6. Subscription Purchase Models
Trend 7. 3D Printing
Trend 8. PBVs
Trend 9. Hydrogen Fuel Cell E2Ws
Trend 10. D2C Sales and Service

E2W Components Ecosystem

E2W Ecosystem
E2W Motor Architecture Types
Selected E2W Models and Their Motor Architecture
Motor Manufacturers
E2W Battery Cell Chemistry
Popular E2W Models and Their Battery Cell Chemistries
E2W Battery Chemistry Suitability Matrix
E2W Battery Evolution and Selected Cell Manufacturers
Battery Recycling
Notable
Benefits of Battery-swapping Technology: OEMs and Swapping Station Perspectives
Formation of Battery-swapping Consortiums
E2W Battery Swapping Consortiums and Their Members
E2W Charging Infrastructure: Overview, Principal Players, Opportunities, and Future Development
E2W Charging Voltage and Power Standards
E2W Charging Connector Standards
PCS Infrastructure by Major E2W Countries
Private Charging Point Installation Issues in Apartments
Connected E2Ws: Tethered (Bluetooth) and Embedded
OEM Overview: Tethered versus Embedded Connectivity in E2W Maintenance
HMI: Display, Operating System, and Smartphone Application
Primary Trends Defining the Future of Connected E2Ws
E2W Tire Technology
E2W Components Ecosystem: Key Takeaways