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市场调查报告书
商品编码
1368212
OEM投资汽车电动竞争分析Competitive Analysis of Original Equipment Manufacturer (OEM) Investments in Vehicle Electrification |
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优先考虑本地电池开发和生产，以满足未来区域电动车（EV）需求
根据弗若斯特沙利文预测，2023年全球电动车市场销量预计将录得44%以上的与前一年同期比较成长。中国、欧洲和北美将在这一快速成长中发挥重要作用。人们对减少碳排放的兴趣日益浓厚，预计将在未来年度推动电动车的需求。OEM正透过推出新产品并为未来成长进行重大投资，争相在竞争激烈的电动车市场中获得份额。
主要电动车OEM比亚迪、特斯拉和大众汽车计划在 2023 年销售 570 万辆电动车，高于 2022 年的 400 万辆。未来十年，不断增长的需求预计将增加数倍，向OEM证明电动车是正确的发展方向。因此，OEM纷纷宣布对电动车开发进行巨额投资，以确保电动车销售的第一名。
大部分投资将旨在确保电动车生产所需的关键材料/产品的未来供应链以及共同开发技术创新。此外，OEM了解根据客户要求製造电动车的重要性。这促使他们采取在地化开发和製造策略，以占领中国等竞争激烈的市场。此外，许多OEM正在致力于开发充电基础设施网络，以使电动车充电变得更加容易。然而，充电基础设施的部署仍需赶上所需的数量。
从地区来看，由于有利的政府政策和电动车需求的激增，许多OEM已宣布在北美进行投资。该地区可能在未来年度吸引大量投资。我们预计其他两个主要市场中国和欧洲将录得中等到高投资。
在本报告中，Frost & Sullivan 讨论了全球市场的OEM电动车投资和销售。以2022年为基准年，研究期间为2022-2030年，预测期间为2023-2030年。目标区域为北美、中国和欧洲。 OEM包括BMW、福特、通用汽车、本田、现代起亚、宾士、日产、Stellantis、特斯拉、丰田和福斯。它为相关人员提供了对该动态领域的见解，包括有关OEM电动投资、未来销售目标以及实现个人目标的蓝图的资讯。
目录
战略衝动
- 为什么成长如此困难？
- The Strategic Imperative 8（TM）
- 策略激励对电动车产业的影响
- 成长机会推动Growth Pipeline Engine（TM）
成长机会分析：整体电动车市场和主要OEM
- 分析范围
- 2022 年和 2023 年全球电动车市场（电动车市场，前 5 名公司）
- 电动车的成长和普及- 主要原始OEM
- 主要电动车企业及市场占有率
- 主要OEM投资概况
- 电动车亮点 - 当前和未来投资
- 成长促进因素
- 成长抑制因素
主要OEM概况：BMW
- 宣布电动投资
- 招募蓝图
- 过去的数字和未来的目标
主要OEM概况：福特汽车公司
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM概况：通用汽车
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM概况：本田汽车公司
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM概况：现代起亚
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM简介： 梅赛德斯-奔驰
- 电动投资公告
- 招募蓝图
- 过去的市场占有率和未来目标
主要OEM概况：日产
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM简介：Stellantis
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM简介：特斯拉
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM概况： 丰田
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
主要OEM简介： 大众
- 电动投资公告
- 招募蓝图
- 过去的数字和未来的目标
下一步
- 下一步
- 为什么是霜冻，为什么是现在？
- 附件清单
- 免责声明
Localized Battery Development and Production Prioritized to Cater to Future Regional Electric Vehicle (EV) Demand
Frost & Sullivan's projection indicates that the global EV market will record over 44% year-on-year unit sales growth in 2023. China, Europe, and North America will be important contributors to this surge. Increased focus on reducing carbon emissions will drive EV demand in coming years. OEMs have been rushing to gain a share of the competitive EV market through fresh launches and extensive investments for future growth.
Top EV OEMs BYD, Tesla, and Volkswagen will sell 5.7 million EVs in 2023, up from 4 million in 2022. Rising demand-expected to multiply several times by the decade's end-proves to OEMs that EVs are the way to go. As such, OEMs are announcing enormous investments in EV development to secure the top spot in EV sales.
Most investments are toward securing the future supply chain of critical materials/products necessary for EV production and co-development of technological innovations. In addition, OEMs understand the importance of making EVs per customer requirements. This has prompted them to adopt localized development and manufacturing strategies to capture competitive markets like China. A few OEMs are also working to improve their charging infrastructure network to ease EV charging. However, charging infrastructure deployments still need to catch up to the required numbers.
Region-wise, many OEMs have announced investments in North America due to favorable government policies and a surge in EV demand. The region will likely attract considerable investments in the coming years. We expect two other key markets, China and Europe, to register moderate to high investments.
In this report, Frost & Sullivan discusses EV investments by OEMs and their sales in global markets. With 2022 as the base year, the study period is 2022-2030 and the forecast period is 2023-2030. The geographic scope is North America, China, and Europe. OEMs profiled are BMW, Ford, General Motors, Honda, Hyundai-Kia, Mercedes-Benz, Nissan, Stellantis, Tesla, Toyota, and Volkswagen. We include information about OEMs' electrification investments, future sales targets, and roadmaps to achieve the individual targets to provide stakeholders insights into this dynamic space.
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 EV Industry
- Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Opportunity Analysis-Overall EV Market and Leading OEMs
- Scope of Analysis
- Global EV Market, 2022 and 2023e (Top 5 EV markets)
- EV Growth and Penetration-Key OEMs
- Top EV Players and Market Share
- Investment Summary of Key OEMs
- EV Highlights-Current and Future Investments
- Growth Drivers
- Growth Restraints
Profiles of Leading OEMs-BMW
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Ford Motor Company
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-General Motors
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Honda Motor Company
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Hyundai-Kia
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Mercedes-Benz
- Electrification Investments Announced
- Adoption Roadmap
- Historical Market Share and Future Goals
Profiles of Leading OEMs-Nissan
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Stellantis
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Tesla
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Toyota
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Profiles of Leading OEMs-Volkswagen
- Electrification Investments Announced
- Adoption Roadmap
- Historical Numbers and Future Goals
Next Steps
- Your Next Steps
- Why Frost, Why Now?
- List of Exhibits
- Legal Disclaimer
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