2024-2031年印度电动车市场

在地化製造、创新和规模经济将在未来2-5年推动转型成长

印度正逐渐普及电动四轮车，并已成为全球企业的主要市场。印度电动车市场的成长主要得益于政府的措施和激励措施，这些措施和奖励着重于製造在地化、供应链安全、出口竞争力和环保意识。为了满足日益增长的需求，全球和国内企业正在印度市场推出新的电动车车型。这不仅为充电基础设施供应商和电池技术公司创造了巨大的机会，也催生了创新的融资经营模式，增强了本地电动车零件製造能力，并鼓励公共和私人企业推动汽车电气化。

本次调查涵盖的主题包括：

• 影响印度电动车市场的产业趋势
• 各地区/州电动车渗透率
• 主要OEM对电动车销售的贡献
• OEM製造基础设施、投资和市场开发方法
• 印度电动车市场的未来前景

目录

研究范围

• 印度电动车市场概况
• 地理细分

印度电动车市场的转型

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大策略要务对印度电动车市场的影响

生态系统

• 调查方法
• 调查中需要回答的问题
• 竞争环境
• 主要竞争对手
• 影响电动车OEM的因素
• 电动汽车通路

成长引擎

• 主要发现：现在与未来的展望
• 关键成长指标
• 成长动力
• 成长抑制因素
• 影响市场成长的潜在趋势
• 供应链区域化
• 可互通的充电网络
• 关键策略联盟
• 连线功能
• UX IoT：量产电动车的高级功能
• 电池技术的进步
• 印度奖励的演变
• 时间表：主要项目和奖励
• 主要国家采购补贴/豁免制度
• 美国新关税将如何影响印度电动车产业
• 预测考虑因素
• 印度电动车市场：2024年及2025年
• 各地区电动车普及率：截至 2024 年的比较摘要
• 印度：电动车销售预测
• 各地区电动车销售预测
• 2024年电动车销量份额及OEM市场占有率

北部地区电动车市场概况

• 关键成长指标
• 区域概况：北部地区

东北电动车市场概况

• 关键成长指标
• 区域概况：东北地区

东部地区电动车市场概况

• 关键成长指标
• 区域概况：东部地区

中部地区电动车市场概况

• 关键成长指标
• 区域概况：中部地区

西部地区电动车市场概况

• 关键成长指标
• 区域概况：西部地区

南方电动车市场概况

• 关键成长指标
• 区域概况：南部地区

竞争格局

• 商业OEM投资/计划
• 印度主要电动车生产设施摘要
• 印度一次光伏产能：摘要
• 主要电动车发展丛集
• 电动车发展的重点区域：采用情况
• 主要参与企业电池生产前景
• 时间轴： OEM战略重点

主要贡献者：展览

• Tata Motors
• JSW MG Motors India
• Mahindra & Mahindra

成长机会宇宙

• 成长机会1：政府采取措施提升电动车产业的自给自足能力
• 成长机会二：实现在地化
• 成长机会3：国内合作

主要发现

• 三大结论

附录与后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 文件清单
• 免责声明

Manufacturing Localization, Innovation, and Economies of Scale will Drive Transformational Growth in the Next 2-5 Years

The adoption of electric four-wheelers in India is growing gradually, making it a major market for global companies. The growth of the electric vehicle (EV) market in the country is predominantly driven by government initiatives and incentives, mainly focusing on manufacturing localization, supply chain security, and export competitiveness, as well as environmental awareness. To keep up with the growing demand, global and domestic companies are on the verge of launching new EV models in the Indian market, which will not only open significant opportunities for charging infrastructure providers and battery technology companies but also pave the way for innovative financing business models, enhancing local EV component manufacturing capability and encouraging private and public companies to electrify their fleets; for example, last-mile delivery service companies shifting to EVs will see a significant spike.

This study covers the following topics:

• Industry trends impacting the Indian EV market
• EV adoption by regions/states
• EV sales contributions by primary OEMs
• OEMs' production infrastructure, investments, and market development approach
• Future outlook for the Indian EV market

The Impact of the Top 3 Strategic Imperatives on the Indian EV Market

Competitive Intensity

Transformative Megatrends

Industry Convergence

Why

• Presently, domestic and offshore OEM brands dominate the Indian electric PV market by securing the top 2 positions in the sales chart.
• These OEMs primarily focus on compact SUVs and hatchbacks to attract urban consumers in India's metropolitan areas.

Frost Perspective

• India's EV industry is poised for heightened competition in the coming years as more OEMs enter the market.
• Notably, the entry of established companies such as Maruti, backed by a vast customer base and strong scalability, will not only boost EV sales but also enhance consumer confidence in EVs. Maruti is expected to launch at least 4 EVs in India over the next 5 years.

Why

• As major Indian cities such as Delhi, Bengaluru, and Mumbai struggle with severe air quality issues, the electrification of urban mobility has become a crucial initiative to successfully tackle pollution challenges.

Frost Perspective

• Alongside consumers adopting EVs due to advantages related to operating and maintenance costs, the transition of fleet owners to EVs will significantly contribute to addressing air quality issues in major cities.
• Nevertheless, chasing infrastructure expansion by public and private networks will play a crucial role in realizing change in urban mobility.

Why

• Indian companies are collaborating with global technology and battery firms; for example, market leader Tata is partnering with Renesas (a Japanese chip maker) to develop an EV ecosystem in India with a focus on semiconductor solutions and EV-specific technology.

Frost Perspective

• These global partnerships, along with local production investments, reduce dependency on imports and lower production costs.
• Apart from this, these alliances combine international technology and investment with local market understanding and policy incentives to create a high-impact model for scaling EV adoption.

Competitive Environment

• Number of Competitors the Study Considers
• 14 (Tata Motors, JSW MG Motors India, Mahindra & Mahindra, BYD India, PCA India (Citroen), BMW India, Mercedes-Benz, Hyundai Motor India, Volvo Auto India, Kia India, Audi, Porsche, Rolls-Royce, JLR India)

Competitive Factors

• EV unit sales

Top 5 Competitors

• Tata Motors, JSW MG Motors India, Mahindra & Mahindra, BYD India, PCA India (Citroen)

Market Share of the Top 3 OEMs

• 91.1% (Tata Motors, JSW MG Motors India, Mahindra & Mahindra)

Other Notable Competitors

• BMW India, Mercedes-Benz, Hyundai Motor India, Volvo Auto India, Kia India

Scope

Market Analysis

• Comprehensive evaluation of market trends.

Competitive Landscape

• Overview of key players in the Electric Vehicle Market, India.

Regulatory Framework

• Insights on policies affecting the electric vehicle sector.

Consumer Insights

• Understanding consumer behavior and adoption trends.

Technological Advancements

• Examination of innovations driving the market forward.

Table of Contents

Research Scope

• The Indian EV Market: Overview
• Regional Segmentation

Transformation in the Indian EV Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Indian EV Market

Ecosystem

• Research Methodology
• Questions This Study Will Answer
• Competitive Environment
• Key Competitors
• Factors Influencing EV OEMs
• EV Distribution Channels

Growth Generator

• Primary Findings: Current and Future Outlook
• Key Growth Metrics
• Growth Drivers
• Growth Restraints
• Potential Trends Influencing Market Growth
• Supply Chain Localization
• Interoperable Charging Networks
• Key Strategic Collaborations
• Connected Features
• UX IoT: Premium Features in Mass EVs
• Battery Technology Advancements
• Incentive Evolution In India
• Timeline: Major Schemes and Incentives
• Purchase Subsidies/Exemptions by Leading States
• Impact of New US Tariffs on the Indian EV Industry
• Forecast Considerations
• Indian EV Market: 2024 and 2025e
• EV Adoption by Region: 2024 Comparison Summary
• India: EV Sales Forecast
• EV Sales Forecast by Region
• EV Unit Sales Share and Market Share by OEMs, 2024

Northern Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Northern Region

Northeastern Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Northeastern Region

Eastern Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Eastern Region

Central Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Central Region

Western Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Western Region

Southern Region EV Market: Overview

• Key Growth Metrics
• Regional Overview: Southern Region

Competitive Landscape

• Operating OEMs' Investments/Initiatives
• Key EV Production Facilities in India: Summary
• Primary Electric PV Production Capability in India: Summary
• Key EV Development Regional Clusters
• EV Developments Key Areas: Adoption Status
• Battery Cell Production Outlook by Key Participants
• Timeline: OEMs' Strategic Focus

Key Contributors: Exhibits

• Tata Motors
• JSW MG Motors India
• Mahindra & Mahindra

Growth Opportunity Universe

• Growth Opportunity 1: Government Initiatives Pushing the EV Industry Toward Self-sufficiency
• Growth Opportunity 2: Enabling Localization
• Growth Opportunity 3: Domestic Collaboration

Key Conclusions

• Top 3 Conclusions

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer