探索平价电动汽车的发展机遇

Exploring Development Opportunities for Affordable Electric Vehicles (pre-order)

出版日期: 2023年05月17日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 27 Pages | 商品交期: 3-5个工作天内

价格

简介目录图表

本报告考察了电动汽车市场，并分析了传统和新兴汽车製造商在经济型电动汽车方面的发展趋势。

内容

第 1 章政策支持是廉价电动汽车的关键驱动因素

政策宣传
政策摘要
近年来汽车製造商的电动汽车价格缓慢下降
- 特斯拉
- 大众汽车集团
- 奥迪
- 比亚迪
- 日产

Chapter 2 电动汽车的普及与廉价密切相关

EV 服务水平的缓慢提升
由于大规模生产，电动汽车价格下降
能源危机影响油价，而电价保持稳定
电动车和燃油车的大致拥有成本
MaaS（移动即服务）作为未来的新趋势
- 游轮
- Waymo
- Zoox
- 百度

第 3 章：推动电动汽车成本降低的关键因素

电池成本
汽车半导体成本
电动汽车架构不断变化的格局

第 4 章：汽车製造商如何看待廉价汽车

廉价车型争夺市场份额
汽车价格实惠但成本不低

第 5 章汽车製造商的成本削减措施

特斯拉
- 电池的内部生产和供应商的增加
- 加强车辆设计
- 廉价的自动驾驶解决方案
- 生产可扩展性
传统汽车製造商
- 共享汽车平台
- 加强车辆设计
新的汽车製造商
- 通过传统汽车製造商的平台进行开发
- 内部汽车软件技术
- 供应链自治
- 直销模式

第6章MIC的意见

附录

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Product Code: NARPT23051701

As the global energy crisis intensifies, the demand for environmental protection is also growing significantly. EVs (Electric Vehicles) are considered a greener and more sustainable transportation option worldwide. However, the long-standing high prices have limited the popularization of EVs. With the continuous advancement of technology and active promotion of policies, the global automotive market is gradually changing. In addition to the price of EVs, the TCO (Total Cost of Ownership) for fuel-powered and electric vehicles is becoming comparable, making consumers more willing to choose electric vehicles. This report provides an overview of the development of the affordable EVs from the perspectives of policy support and price reduction; looks into key factors leading to cost reduction in EVs; examines the cost-reduction measures of carmakers and analyzes the development trends of traditional and new carmakers in affordable EVs.

1. Policy Support as Key Driving Force for Affordable EV

1.1 Policy Promotion
1.2 Policy Thrust
1.3 Gradual Decline in EV Prices of Automakers in Recent Years
- 1.3.1 Tesla
- 1.3.2 Volkswagen Group
- 1.3.3 Audi
- 1.3.4 BYD
- 1.3.5 Nissan

2. The Popularization and Affordability of Electric Vehicles Go Hand in Hand

2.1 Gradual Improvement in EV Service Levels
- 2.1.1 Vehicle Range for EVs Improved
- 2.1.2 Gradual Completion of Charging Infrastructure
- 2.1.3 Charging Payment Methods Becoming Easier
- 2.1.4 Supporting Regulations for Charging Infrastructure
2.2 Declining Prices of EVs Following Mass Production
2.3 Energy Crisis Impacting Oil Prices While Electricity Prices Remain Stable
2.4 Similar Costs of Ownership between Electric and Fuel-powered Vehicles
2.5 Mobility-as-a-Service as New Future Trend
- 2.5.1 Cruise
- 2.5.2 Waymo
- 2.5.3 Zoox
- 2.5.4 Baidu

3.Key Factors Promoting Cost Reduction in EV

3.1 Battery Costs
3.2 Automotive Semiconductor Costs
3.3 Changing Landscape of Electronic-Electric Vehicle Architecture

4.The Mindset of Carmakers on Affordable Cars

4.1 Affordable Car Models Vie for Market Share
4.2 Car Prices are Affordable but Not Low-Cost

5.Cost-Reduction Measures of Carmakers

5.1 Tesla
- 5.1.1 In-house Battery Production and Increased Suppliers
- 5.1.2 Vehicle Design Enhancements
- 5.1.3 Affordable Self-driving Solutions
- 5.1.4 Production Scalability
5.2 Traditional Carmakers
- 5.2.1 Shared Car Platform
- 5.2.2 Vehicle Design Enhancements
5.3 New Carmakers
- 5.3.1 Development Through Platforms of Traditional Carmakers
- 5.3.2 In-house Automotive Software Technology
- 5.3.3 Supply Chain Autonomy
- 5.3.4 Direct Sales Model

6.MIC Perspective

Appendix

List of Companies

List of Tables

Table 1 Electric Vehicle Policies in Major Countries: Subsidy Reduction and Termination Timelines
Table 2 Electric Vehicle Policies in Major Countries: Continued Subsidy Support with Stricter Conditions
Table 3 Regulations on Charging Stations of Major Countries
Table 4 Sensor Adoption in Self-Driving Solutions of Major Carmakers Table 5 Production Information of Tesla's Major Factories

List of Figures

Figure 1 Promotional Policies on Charging Stations and Piles of Major Countries
Figure 2 Concept of Electric Vehicle Charging Roaming Services
Figure 3 The Illustration of Cruise EV Model
Figure 4 The Illustration of Waymo EV Model
Figure 5 The Illustration of Zoox EV Model Figure 6 The Illustration of Baidu EV Model

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