电动汽车油液：市场分析和机遇

本报告研究了电动汽车油液市场，并提供了目标国家/地区的规模和增长、技术趋势、市场机遇、挑战和未来前景等信息。

内容

简介

执行摘要

国家概况

• 四个市场的详细资料（列于表 1），包括以下信息：

电动商用车车队规模和增长

• 当前电动商用车数量和增长：BEV、HEV、PHEV
• 主要细分市场：公路、非公路（建筑和采矿）
• 电动动力系统类型：BEV、FCV、HEV/MHEV、PHEV
• 2040 年脱碳政策和展望

电动商用车的动力总成技术趋势

当前和未来的 EV 架构和电动 CV 趋势

• 电池技术趋势分析：优化、能量密度、新材料
• 热管理系统的说明，包括电池、电动机
• 电动动力总成技术讲解及未来技术发展
• 主要 EV OEM 的技术重点、新车型的推出、与润滑油供应商和一级供应商的关係

电动汽车用流体市场分析

发动机油、变速箱油、冷却液和润滑脂市场概况

• 当前和未来的 OEM 规范
• 保养方法及排水间隔
• 总体需求：工厂填充与服务填充

市场评级

• 技术发展对电动汽车流体需求的影响
• 对润滑油行业参与者的影响
• 市场机遇和挑战
• 长期展望（2040 年）

Regional Coverage: China, Europe, Japan United States.

Accelerating decarbonization efforts in the commercial vehicle (CV) sector are promoting the deployment of low- and zero-emission technologies. Electrification remains a viable option for CV applications. Electrification of commercial vehicles will drive technological innovation, as performance requirements for the various fluids consumed in electric CVs are different from those used in conventional Internal Combustion Engine (ICE) vehicles. EVs will herald a new lubricants market niche focused on the lubrication needs of EVs specifically used in commercial applications.

Scope

• Assessment of the current and projected electric CV fleet in terms of overall size, technologies used, and key OEMs

• Analysis of fluid requirements for different EV technologies

• Assessment of the impact of various EV technologies such as e-drivelines and e-axles on EV fluid specifications and demand

• Electric CV maintenance and fluid change practices and the resulting demand for electric CV fluids (including fuel cell vehicles)

• Analysis of evolving dependencies among the various stakeholders in the electric commercial vehicle supply chain

• Identification of market opportunities and challenges

FEATURES CONSTRUCTION AND MINING SECTORS

Report Benefits

This report assists lubricants industry participants in identifying opportunities and challengeswithin the EV fluids market for commercial vehicles. It will also serve as an invaluable tool in the strategic planning process. Specifically, the report helps subscribers:

• Develop an understanding of the emerging EV technologies that are reshaping the commercial vehicles fluids market

• Assess current and future demand for various EV fluids in commercial vehicles fleets based on maintenance and fluid change practices

• Understand the emerging performance requirements for electric CV fluids; design and develop products meeting these requirements

Table of Contents

Introduction

Executive Summary

An overview of the report findings

Country Profiles

• Detailed profiles of four markets (listed in Table 1) will be provided, including the following information:

Electric Commercial Vehicle Fleet Size and Growth

• Description of the current electric commercial vehicle fleet by:(BEV, HEV, and PHEV) and growth
• Major segment: on-highway, off-highway (construction and mining)
• Electric powertrain type: BEV, FCV, HEV/MHEV, and PHEV)
• Decarbonization policies and 2040 outlook

Trends in Electric Commercial Vehicle Powertrain Technologies

Description of current and emerging EV architectures and trends in electric CVs

• Analysis of battery technology trends: optimization, energy density, new materials
• Description of thermal management systems including battery, e-motors
• Description of electric powertrain technologies and future technological development
• Technology focus of leading EV OEMs, introduction of new models, and their relationship with lubricants suppliers and Tier 1 suppliers

Electric Vehicles Fluids Market Analysis

Engine oils, transmission fluids, coolants, and grease markets will be profiled, covering the topics listed below:

• Current and future OEM specifications
• Maintenance practices and drain intervals
• Overall demand and splits by factory fill versus service fill

Market Appraisal

• Impact of technological evolution in electric vehicle fluids demand
• Implications for lubricants industry participants
• Market opportunities and challenges
• Long-term outlook (2040)