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全球电动车製造生态系统的策略性洞察： OEM策略、不断提升的自动化和 AI 整合、循环经济原则 - 预测至 2035 年
市场调查报告书
商品编码
1647380

全球电动车製造生态系统的策略性洞察： OEM策略、不断提升的自动化和 AI 整合、循环经济原则 - 预测至 2035 年

Strategic Insights Into The Global EV Manufacturing Ecosystem OEM Strategies, Advancements in Automation and AI Integration, and Circular Economy Principles - Global Forecast To 2035
出版日期: | 出版商: MarketsandMarkets | 英文 125 Pages | 订单完成后即时交付

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电动车市场规模预计将从 2024 年的 15,707,000 辆成长到 2035 年的 46,315,000 辆，复合年增长率为 10.3%。

电动车製造商的未来将由向模组化、可扩展的组装平台的转变所决定，这种转变可以实现更快的生产和客製化。特斯拉正在为代号为「Redwood」的下一代汽车开发名为「NV9X」的电动车平台，并计划在内部采用该架构。此外，采用自动化和人工智慧的製造流程将成为主流，从而提高效率并降低成本。预计製造商将越来越多地采用循环经济实践，重点关注电池回收和永续材料。与电池製造商的合作将是关键，尤其是对于固态电池和钠离子电池的进步。此外，电动车製造商将专注于经济实惠的车型以实现大规模应用，同时推出具有先进连接和自动驾驶功能的高级产品。

研究范围
调查年份 2024-2035
基准年 2024
预测期 2024-2035
单位数量 单位数量（1,000）
按细分市场 按车型（乘用车、商用车）、按地区
目标区域 中国、亚太地区（中国除外）、北美、欧洲

在政府奖励、严格的排放标准和消费者对电动车日益增长的偏好等因素的推动下，乘用车在中国占据了主导市场占有率。中国政府透过免税、购买奖励和基础设施投资等方式大力补贴电动车的普及，使电动车变得更经济实惠。此外，日益增强的环保意识和电池技术的进步使得电动车对消费者的吸引力越来越大。为了利用这一趋势，比亚迪、蔚来、吉利和上汽等中国OEM正在雄心勃勃地努力提高电动车的产量。其中包括开发固态和磷酸锂铁（LFP）电池等先进电池技术、扩大其全球影响力以及投资智慧製造设施。

各家公司还在探索软体的集成，包括自动驾驶和车联网技术，以在拥挤的电动车市场中脱颖而出。此外，我们与全球和国内供应商建立合作伙伴关係以确保锂和钴等原材料，这凸显了我们对永续供应链的承诺。展望未来，中国OEM正努力透过推出创新车型、扩大生产能力以及满足国内外对经济实惠的高端电动车日益增长的需求，引领全球电动车市场。

平台化和平台共用已成为电动车製造商获得扩充性、成本绩效和缩短时间的关键技术。开发模组化、灵活的电动车架构，例如大众的 MEB 平台、现代的 E-GMP 和雷诺的 CMF-EV，使汽车製造商能够跨多个型号和品牌标准化零件，从而降低生产复杂性并实现规模经济。现代和起亚的内部平台共用策略最大限度地实现了从主流车辆到豪华车辆各个细分市场的规模经济。

在雄心勃勃的气候政策、慷慨的政府奖励和严格的排放气体法规的推动下，欧洲将成为电动车製造成长最快的市场之一。欧洲OEM正在提高电动车生产能力，主要措施集中在实现碳中和和满足不断增长的需求。大众汽车凭藉其「加速」策略引领潮流，目标到 2030 年实现其在欧洲 80% 的销量为电动车，并且正在其 PowerCo 部门下属的电池超级工厂进行大力投资。 BMW承诺在 2030 年实现至少 50% 的销量为电动车，其「Neue Klasse」平台将为其下一代电动车奠定基础。在电气化生产设施和电池开发伙伴关係的支持下，梅赛德斯-奔驰将在条件允许的市场中于 2030 年前实现全电动化。与此同时，Polestar 和 Fiske 等规模较小的OEM正在推出尖端电动车车型，以满足小众需求。该地区也受惠于电池供应链中强大的生态系统，并得到欧洲电池联盟等措施的支持，以及对永续电动车製造的可再生能源整合投资。

本报告研究了全球电动车市场，并总结了电动车製造趋势、区域趋势以及进入市场的公司概况。

目录

第 1 章 简介

第 2 章执行摘要

第三章 电动车市场现状

  • 介绍
  • 各地区电动车销量
  • 电动车销量（依车款）
  • 内燃机和电动车销售预测
  • 政府监管
  • 政府奖励和补贴
  • 零排放汽车的关键政策与发展目标
  • 零排放汽车的关键投资与发展目标
  • 内部生产和OEM外包
  • 电动车电池製造能力

第四章 电动车製造现况及未来趋势

  • 介绍
  • 设计
  • 原型製作
  • 主要零件製造
  • 组装
  • 超级工厂的主要进展
  • 千兆广播的主要发展

第五章 公司简介

  • TESLA
  • BYD AUTO CO., LTD
  • VOLKSWAGEN AG
  • ZHEJIANG GEELY HOLDING GROUP
  • SAIC MOTOR
  • STELLANTIS NV
  • BMW GROUP
  • HYUNDAI GROUP
  • FORD MOTOR COMPANY
  • GENERAL MOTORS
  • RENAULT GROUP
  • TATA MOTORS LIMITED
  • MAHINDRA & MAHINDRA LTD.
  • TOYOTA MOTOR CORPORATION

第六章 关键要点与建议

第七章 附录

Product Code: AT 9248

The Electric Vehicle market size is projected to grow from 15,707 thousand units in 2024 to 46,315 thousand units by 2035, at a CAGR of 10.3%. The future of EV manufacturers will be shaped by a shift to modular and scalable assembly platforms that enable faster production and customization. Tesla is developing an electric car platform called "NV9X" for their next-generation vehicle, codenamed "Redwood," which will use this architecture internally. Further, Automation and artificial intelligence-driven manufacturing processes will dominate, increasing efficiency and reducing costs. Manufacturers will increasingly integrate circular economy practices, emphasizing battery recycling and sustainable materials. Collaboration with battery manufacturers will be key, especially for the advancement of solid-state and sodium-ion batteries. In addition, EV manufacturers will focus on affordable models to achieve mass adoption, alongside premium offerings with advanced connectivity and autonomous driving capabilities.

Scope of the Report
Years Considered for the Study2024-2035
Base Year2024
Forecast Period2024-2035
Units ConsideredVolume (Thousand Units)
Segmentsby Vehicle type (Passenger Cars and Commercial Vehicles), and Region
Regions coveredChina, Asia Pacific (excl. China), North America, and Europe

"Passenger cars segment is estimated to hold the largest market share during the forecast period."

The passenger car segment dominates market share in China thanks to a combination of government incentives, strict emissions regulations and growing consumer preference for electric vehicles. The Chinese government has heavily subsidized EV adoption through tax exemptions, purchase incentives and infrastructure investment, making EVs more affordable. Further, rising awareness of environmental issues and advances in battery technology have made electric vehicle increasingly attractive to consumers. To capitalize on this trend, Chinese OEMs such as BYD, NIO, Geely and SAIC are ramping up EV production with ambitious initiatives. These include developing advanced battery technologies such as solid-state and lithium iron phosphate (LFP) batteries, expanding global footprints and investing in smart manufacturing facilities. Companies are also looking to integrate software such as autonomous driving and connected car technology to differentiate themselves in the competitive electric vehicle market. Additionally, partnerships with global and domestic suppliers to secure raw materials such as lithium and cobalt underline their commitment to a sustainable supply chain. Looking ahead, Chinese OEMs are striving to lead the global EV market by introducing innovative models, expanding production capacity, and meeting the growing demand for affordable and premium EVs at domestically and internationally.

"Development in EV platformization and platform sharing boosting the EV manufacturing process"

Platformization and platform sharing have emerged as important techniques for electric vehicle manufacturers to acquire scalability, cost performance, and faster time-to-market. By developing modular and bendy EV architectures, inclusive of Volkswagen's MEB platform, Hyundai's E-GMP, and Renault's CMF-EV, automakers can standardize components throughout multiple models and brands, decreasing production complexity and achieving economies of scale. Hyundai and Kia's internal platform-sharing strategy maximizes economies of scale across segments, from mainstream to luxury vehicles. The Electric Global Modular Platform (E-GMP) underpins models like Hyundai Ioniq 5/6/7, Kia EV6, and Genesis GV60. Further, These systems assist various automobile types, together with sedans, SUVs, and even business vehicles, enabling producers to cater to diverse market segments with minimum layout modifications. In May 2024, SAIC Motor and Audi officially signed a cooperation agreement to jointly expand the Advanced Digitized Platform, following a memorandum of information signed in July 2023. This trend not only lowers production costs but also facilitates advancements in battery technology, software integration, and autonomous driving systems, as shared platforms provide a consistent foundation for implementing new features across a wider vehicle lineup. As an end result, platform sharing is poised to accelerate the transition to electrification at the same time as improving profitability and sustainability for producers globally.

"Europe is anticipated to be one of the fastest markets over the forecast period."

Europe is poised to be one of the fastest-growing market for electric vehicle manufacturing, driven by ambitious climate policies, significant government incentives, and stringent emissions regulations. European OEMs are ramping up their EV production capacities, with major initiatives focused on achieving carbon neutrality and meeting surging demand. Volkswagen is leading the charge with its "Accelerate" strategy, targeting 80% EV sales in Europe by 2030 and investing heavily in battery gigafactories under its PowerCo division. BMW is committed to making at least 50% of its sales electric by 2030, with its "Neue Klasse" platform set to underpin its next-generation EVs. Mercedes-Benz is transitioning to an all-electric future by 2030 in markets where conditions allow, supported by its electrified production facilities and partnerships for battery development. Meanwhile, smaller OEMs like Polestar and Fisker are introducing cutting-edge EV models to meet niche demands. The region also benefits from a robust ecosystem of battery supply chains, supported by initiatives like the European Battery Alliance, and investments in renewable energy integration for sustainable EV manufacturing.

  • By Company Type: Tier 1 - 60%, OEM - 40%.
  • By Designation: C Level - 40%, D Level - 35%, and Others - 25%
  • By Region: North America - 20%, Europe - 30%, Asia Pacific (excl. China) - 35%, and China- 15%

Research Coverage:

Future of EV manufacturing market is segmented by vehicle type (Passenger Cars and Commercial Vehicles) and region (China, Asia Pacific (excl. China), Europe, and North America). The market study includes future strategies by OEMs, EV Ecosystem, Current and Future Trends in EV manufacturing and Regulatory Framework.

Reasons to buy this report:

The report will provide market leaders and new entrants with information on the closest approximations of the sales numbers for the EV market and its subsegments. It will also help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies.

The report provides insights on the following pointers:

Technology Analysis: Insights on current and upcoming technologies, future investments, and critical OEMs and supplier strategies. Covered major electric components, technological trends such as the platform sharing, and market players providing these.

  • Market Landscape by vehicle type (Passenger Cars and Commercial Vehicles), by region (China, Asia Pacific (excl. China), Europe, and North America).
  • Supplier Analysis: The report analyzes market players, growth strategies, and product offerings of leading players. It also helps stakeholders understand the strategy of the EV manufacturers and provides information on their recent developments and investments in the market. OEM-wise decarbonization targets are also covered.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 MARKET DEFINITION
  • 1.2 STUDY SCOPE
    • 1.2.1 MARKET SEGMENTATION
    • 1.2.2 INCLUSIONS AND EXCLUSIONS
  • 1.3 RESEARCH METHODOLOGY
  • 1.4 RESEARCH DATA
    • 1.4.1 SECONDARY DATA
      • 1.4.1.1 Secondary sources
    • 1.4.2 PRIMARY DATA
    • 1.4.3 RESEARCH LIMITATIONS

2 EXECUTIVE SUMMARY

  • 2.1 ELECTRIC VEHICLE PLATFORMIZATION
  • 2.2 CIRCULAR ECONOMY STRATEGIES
  • 2.3 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE
  • 2.4 ELECTRIC VEHICLE MARKET, BY REGION
  • 2.5 CONCLUSION

3 ELECTRIC VEHICLE MARKET LANDSCAPE

  • 3.1 INTRODUCTION
  • 3.2 ELECTRIC VEHICLE SALES, BY REGION
  • 3.3 ELECTRIC VEHICLE SALES, BY VEHICLE TYPE
    • 3.3.1 PASSENGER CARS
      • 3.3.1.1 Availability of subsidies and tax rebates to drive growth
    • 3.3.2 COMMERCIAL VEHICLES
      • 3.3.2.1 Rising demand for efficient long-haul transportation to drive market
  • 3.4 SALES FORECAST FOR ICE AND ELECTRIC MOBILITY
    • 3.4.1 CHINA
    • 3.4.2 ASIA PACIFIC (EXCLUDING CHINA)
    • 3.4.3 EUROPE
    • 3.4.4 NORTH AMERICA
  • 3.5 GOVERNMENT REGULATIONS
  • 3.6 GOVERNMENT INCENTIVES AND SUBSIDIES
  • 3.7 KEY POLICIES AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES
  • 3.8 KEY INVESTMENT AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES
  • 3.9 IN-HOUSE PRODUCTION VS. OUTSOURCING, BY OEMS
  • 3.10 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY
    • 3.10.1 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY, BY COUNTRY, 2021-2025
    • 3.10.2 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY OF KEY PLAYERS, 2030

4 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE MANUFACTURING

  • 4.1 INTRODUCTION
  • 4.2 DESIGN
  • 4.3 PROTOTYPING
  • 4.4 MANUFACTURING OF KEY COMPONENTS
    • 4.4.1 BATTERY
    • 4.4.2 MOTOR
    • 4.4.3 BATTERY MANAGEMENT SYSTEM
  • 4.5 ASSEMBLY
  • 4.6 KEY DEVELOPMENTS IN GIGAFACTORIES
    • 4.6.1 UPCOMING GIGAFACTORIES BY KEY OEMS
      • 4.6.1.1 Tesla
      • 4.6.1.2 BYD
      • 4.6.1.3 CATL
    • 4.6.2 UPCOMING GIGAFACTORIES, BY REGION
      • 4.6.2.1 Europe
        • 4.6.2.1.1 Upcoming gigafactories in Europe, 2027
      • 4.6.2.2 North America
        • 4.6.2.2.1 Upcoming gigafactories in North America, 2027
      • 4.6.2.3 Asia Pacific
        • 4.6.2.3.1 Upcoming gigafactories in Asia Pacific, 2027
  • 4.7 KEY DEVELOPMENTS IN GIGA CASTING
    • 4.7.1 INTRODUCTION
    • 4.7.2 LIST OF GIGA CASTING ADOPTION PLANS BY KEY AUTOMAKERS

5 COMPANY PROFILES

  • 5.1 TESLA
    • 5.1.1 COMPANY OVERVIEW
    • 5.1.2 CIRCULAR ECONOMY STRATEGY
      • 5.1.2.1 Recycled materials/components
    • 5.1.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.1.3.1 Role of AI
      • 5.1.3.2 Digitization/Smart manufacturing factory
    • 5.1.4 PLATFORMIZATION
  • 5.2 BYD AUTO CO., LTD
    • 5.2.1 COMPANY OVERVIEW
    • 5.2.2 CIRCULAR ECONOMY STRATEGY
      • 5.2.2.1 Recycled materials/components
    • 5.2.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.2.3.1 Role of AI
      • 5.2.3.2 Digitization/Smart manufacturing factory
    • 5.2.4 PLATFORMIZATION
  • 5.3 VOLKSWAGEN AG
    • 5.3.1 COMPANY OVERVIEW
    • 5.3.2 CIRCULAR ECONOMY STRATEGY
      • 5.3.2.1 Recycled materials/components
    • 5.3.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.3.3.1 Role of AI
      • 5.3.3.2 Digitization/Smart manufacturing factory
    • 5.3.4 PLATFORMIZATION
  • 5.4 ZHEJIANG GEELY HOLDING GROUP
    • 5.4.1 COMPANY OVERVIEW
    • 5.4.2 CIRCULAR ECONOMY STRATEGY
      • 5.4.2.1 Recycled materials/components
    • 5.4.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.4.3.1 Role of AI
      • 5.4.3.2 Digitization/Smart manufacturing factory
    • 5.4.4 PLATFORMIZATION
  • 5.5 SAIC MOTOR
    • 5.5.1 COMPANY OVERVIEW
    • 5.5.2 CIRCULAR ECONOMY STRATEGY
      • 5.5.2.1 Recycled materials/components
    • 5.5.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.5.3.1 Role of AI
      • 5.5.3.2 Digitization/Smart manufacturing factory
    • 5.5.4 PLATFORMIZATION
  • 5.6 STELLANTIS NV
    • 5.6.1 COMPANY OVERVIEW
    • 5.6.2 CIRCULAR ECONOMY STRATEGY
      • 5.6.2.1 Recycled materials/components
    • 5.6.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.6.3.1 Role of AI
      • 5.6.3.2 Digitization/Smart manufacturing factory
    • 5.6.4 PLATFORMIZATION
  • 5.7 BMW GROUP
    • 5.7.1 COMPANY OVERVIEW
    • 5.7.2 CIRCULAR ECONOMY STRATEGY
      • 5.7.2.1 Recycled materials/components
    • 5.7.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.7.3.1 Role of AI
      • 5.7.3.2 Digitization/Smart manufacturing factory
    • 5.7.4 PLATFORMIZATION
  • 5.8 HYUNDAI GROUP
    • 5.8.1 COMPANY OVERVIEW
    • 5.8.2 CIRCULAR ECONOMY STRATEGY
      • 5.8.2.1 Recycled materials/components
    • 5.8.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.8.3.1 Role of AI
      • 5.8.3.2 Digitization/Smart manufacturing factory
    • 5.8.4 PLATFORMIZATION
  • 5.9 FORD MOTOR COMPANY
    • 5.9.1 COMPANY OVERVIEW
    • 5.9.2 CIRCULAR ECONOMY STRATEGY
      • 5.9.2.1 Recycled materials/components
    • 5.9.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.9.3.1 Role of AI
      • 5.9.3.2 Digitization/Smart manufacturing factory
    • 5.9.4 PLATFORMIZATION
  • 5.10 GENERAL MOTORS
    • 5.10.1 COMPANY OVERVIEW
    • 5.10.2 CIRCULAR ECONOMY STRATEGY
      • 5.10.2.1 Recycled materials/components
    • 5.10.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.10.3.1 Role of AI
      • 5.10.3.2 Digitization/Smart manufacturing factory
    • 5.10.4 PLATFORMIZATION
  • 5.11 RENAULT GROUP
    • 5.11.1 COMPANY OVERVIEW
    • 5.11.2 CIRCULAR ECONOMY STRATEGY
      • 5.11.2.1 Recycled materials/components
    • 5.11.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.11.3.1 Role of AI
      • 5.11.3.2 Digitization/Smart manufacturing factory
    • 5.11.4 PLATFORMIZATION
  • 5.12 TATA MOTORS LIMITED
    • 5.12.1 COMPANY OVERVIEW
    • 5.12.2 CIRCULAR ECONOMY STRATEGY
      • 5.12.2.1 Recycled materials/components
    • 5.12.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.12.3.1 Role of AI
      • 5.12.3.2 Digitization/Smart manufacturing factory
    • 5.12.4 PLATFORMIZATION
  • 5.13 MAHINDRA & MAHINDRA LTD.
    • 5.13.1 COMPANY OVERVIEW
    • 5.13.2 CIRCULAR ECONOMY STRATEGY
      • 5.13.2.1 Recycled materials/components
    • 5.13.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.13.3.1 Digitization/Smart manufacturing factory
    • 5.13.4 PLATFORMIZATION
  • 5.14 TOYOTA MOTOR CORPORATION
    • 5.14.1 COMPANY OVERVIEW
    • 5.14.2 CIRCULAR ECONOMY STRATEGY
      • 5.14.2.1 Recycled materials/components
    • 5.14.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.14.3.1 Role of AI
      • 5.14.3.2 Digitization/Smart manufacturing factory
    • 5.14.4 PLATFORMIZATION

6 KEY TAKEAWAYS AND RECOMMENDATIONS

  • 6.1 KEY TAKEAWAYS
  • 6.2 ADVANCEMENTS IN ELECTRIC VEHICLE MANUFACTURING
  • 6.3 DEVELOPMENT OF SMART MANUFACTURING FACILITIES
  • 6.4 SHIFT TOWARD CIRCULAR ECONOMY
  • 6.5 CHINA'S DOMINANCE IN GLOBAL ELECTRIC VEHICLE MARKET

7 APPENDIX

  • 7.1 KEY INSIGHTS FROM INDUSTRY EXPERTS
  • 7.2 DISCUSSION GUIDE
  • 7.3 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 7.4 CUSTOMIZATION OPTIONS
    • 7.4.1 ADDITIONAL COMPANY PROFILES (UP TO 5)
    • 7.4.2 COUNTRY-LEVEL ELECTRIC VEHICLE MARKET, BY PROPULSION (FOR COUNTRIES COVERED IN THE REPORT)
    • 7.4.3 COUNTRY-LEVEL ELECTRIC VEHICLE MARKET, BY BATTERY TYPE (FOR COUNTRIES COVERED IN THE REPORT)
  • 7.5 RELATED REPORTS
  • 7.6 AUTHOR DETAILS

List of Tables

  • TABLE 1 MARKET DEFINITION, BY PROCESS
  • TABLE 2 ANNUAL COST COMPARISON: ICE VEHICLE VS. ELECTRIC VEHICLE MODELS
  • TABLE 3 ELECTRIC VEHICLE MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 4 ELECTRIC VEHICLE MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 5 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 6 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2031-2035 (THOUSAND UNITS)
  • TABLE 7 UPCOMING ELECTRIC PASSENGER CAR MODELS, 2025-2027
  • TABLE 8 ELECTRIC PASSENGER CARS MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 9 ELECTRIC PASSENGER CARS MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 10 UPCOMING ELECTRIC COMMERCIAL VEHICLE MODELS, 2025-2026
  • TABLE 11 ELECTRIC COMMERCIAL VEHICLES MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 12 ELECTRIC COMMERCIAL VEHICLES MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 13 GOVERNMENT REGULATIONS ON ELECTRIC VEHICLE MANUFACTURING, BY KEY COUNTRY
  • TABLE 14 GOVERNMENT INCENTIVES AND SUBSIDIES BY KEY COUNTRIES
  • TABLE 15 KEY POLICIES AND PRODUCTION TARGETS FOR ZERO-EMISSION VEHICLES BY KEY COUNTRIES
  • TABLE 16 INVESTMENT AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES BY KEY OEMS
  • TABLE 17 IN-HOUSE AND OUTSOURCING STRATEGIES ADOPTED BY OEMS ACROSS FUNCTIONS
  • TABLE 18 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE DESIGNING
  • TABLE 19 BENEFITS OF DIGITAL TWINS IN ELECTRIC VEHICLE POWERTRAIN DESIGN
  • TABLE 20 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE PROTOTYPING
  • TABLE 21 BENEFITS OF ELECTRIC VEHICLE PROTOTYPING
  • TABLE 22 CURRENT AND FUTURE TRENDS IN BATTERY MANUFACTURING
  • TABLE 23 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE MOTOR MANUFACTURING
  • TABLE 24 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE ASSEMBLY
  • TABLE 25 ELECTRIC VEHICLE ASSEMBLY TRENDS AND STRATEGIES ADOPTED BY OEMS
  • TABLE 26 TESLA: UPCOMING GIGAFACTORIES
  • TABLE 27 BYD: UPCOMING GIGAFACTORIES
  • TABLE 28 CATL: UPCOMING GIGAFACTORIES
  • TABLE 29 UPCOMING GIGAFACTORIES IN EUROPE
  • TABLE 30 UPCOMING GIGAFACTORIES IN NORTH AMERICA
  • TABLE 31 UPCOMING GIGAFACTORIES IN ASIA PACIFIC
  • TABLE 32 LIST OF GIGA CAST ADOPTION PLANS BY KEY AUTOMAKERS
  • TABLE 33 TESLA: COMPANY OVERVIEW
  • TABLE 34 TESLA: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 35 TESLA: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 36 BYD AUTO CO., LTD: COMPANY OVERVIEW
  • TABLE 37 BYD AUTO CO., LTD: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 38 BYD AUTO CO., LTD: FUTURE PLATFORMS FOR ELECTRIC VEHICLE MODELS
  • TABLE 39 VOLKSWAGEN AG: COMPANY OVERVIEW
  • TABLE 40 VOLKSWAGEN AG: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 41 VOLKSWAGEN AG: FUTURE PLATFORMS FOR ELECTRIC VEHICLE MODELS
  • TABLE 42 ZHEJIANG GEELY HOLDING GROUP: COMPANY OVERVIEW
  • TABLE 43 ZHEJIANG GEELY HOLDING GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 44 ZHEJIANG GEELY HOLDING GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 45 SAIC MOTOR: COMPANY OVERVIEW
  • TABLE 46 SAIC MOTOR: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 47 SAIC MOTOR: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 48 STELLANTIS NV: COMPANY OVERVIEW
  • TABLE 49 STELLANTIS NV: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 50 STELLANTIS NV: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 51 BMW GROUP: COMPANY OVERVIEW
  • TABLE 52 BMW GROUP: RESOURCE EFFICIENCY
  • TABLE 53 BMW GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 54 BMW GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 55 BMW GROUP: CURRENT AND UPCOMING MODELS, BY ELECTRIC VEHICLE PLATFORMS
  • TABLE 56 HYUNDAI GROUP: COMPANY OVERVIEW
  • TABLE 57 HYUNDAI GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 58 HYUNDAI GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 59 HYUNDAI GROUP: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 60 FORD MOTOR COMPANY: COMPANY OVERVIEW
  • TABLE 61 FORD MOTOR COMPANY: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 62 FORD MOTOR COMPANY: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 63 FORD MOTOR COMPANY: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 64 GENERAL MOTORS: COMPANY OVERVIEW
  • TABLE 65 GENERAL MOTORS: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 66 GENERAL MOTORS: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 67 GENERAL MOTORS: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 68 RENAULT GROUP: COMPANY OVERVIEW
  • TABLE 69 RENAULT GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 70 RENAULT GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 71 RENAULT GROUP: CURRENT AND UPCOMING MODELS, BY ELECTRIC VEHICLE PLATFORMS
  • TABLE 72 TATA MOTORS LIMITED: COMPANY OVERVIEW
  • TABLE 73 TATA MOTORS LIMITED: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 74 MAHINDRA & MAHINDRA LTD.: COMPANY OVERVIEW
  • TABLE 75 MAHINDRA & MAHINDRA LTD.: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 76 MAHINDRA & MAHINDRA LTD.: PLATFORMIZATION DEVELOPMENTS
  • TABLE 77 TOYOTA MOTOR CORPORATION: COMPANY OVERVIEW
  • TABLE 78 TOYOTA MOTOR CORPORATION: NEXT-GENERATION BEV BATTERY DEVELOPMENT
  • TABLE 79 TOYOTA MOTOR CORPORATION: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 80 TOYOTA MOTOR CORPORATION: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 81 TOYOTA MOTOR CORPORATION: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS

List of Figures

  • FIGURE 1 RESEARCH METHODOLOGY MODEL
  • FIGURE 2 BREAKDOWN OF PRIMARY INTERVIEWS
  • FIGURE 3 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE
  • FIGURE 4 ELECTRIC VEHICLE MARKET, BY REGION
  • FIGURE 5 US: BREAKDOWN OF TOTAL COST OF OWNERSHIP FOR KEY ELECTRIC VEHICLE MODELS
  • FIGURE 6 BILL OF MATERIALS FOR ICE AND ELECTRIC VEHICLES, 2024 VS. 2030 (USD THOUSAND)
  • FIGURE 7 ELECTRIFICATION AND SALES TARGETS BY KEY OEMS
  • FIGURE 8 ELECTRIC VEHICLE MARKET, BY REGION, 2024 VS. 2035 (THOUSAND UNITS)
  • FIGURE 9 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2024 VS. 2035 (THOUSAND UNITS)
  • FIGURE 10 CHINA: ICE AND ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 11 ASIA PACIFIC (EXCLUDING CHINA): ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 12 EUROPE: ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 13 NORTH AMERICA: ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 14 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY, BY COUNTRY, 2021-2025
  • FIGURE 15 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY OF KEY PLAYERS, 2030
  • FIGURE 16 USE OF MODULAR BODY CONSTRUCTION FOR ELECTRIC VEHICLES
  • FIGURE 17 BATTERY TECHNOLOGY ROADMAP, 2022-2035
  • FIGURE 18 TECHNOLOGY TRENDS FOR E-MOTORS, 2022-2035
  • FIGURE 19 ARCHITECTURES OF WIRED AND WIRELESS BMS
  • FIGURE 20 ELECTRIC VEHICLE ASSEMBLY PROCESS
  • FIGURE 21 TESLA: MANUFACTURING LOCATION
  • FIGURE 22 BYD E4 PLATFORM
  • FIGURE 23 VOLKSWAGEN SCALABLE SYSTEM PLATFORM
  • FIGURE 24 STELLANTIS NV: CIRCULAR ECONOMY MODEL
  • FIGURE 25 STELLANTIS: TECHNOLOGICAL PLATFORM
  • FIGURE 26 BMW GROUP: AVERAGE DISTRIBUTION OF MATERIALS
  • FIGURE 27 TATA MOTORS LIMITED: CIRCULAR ECONOMY FOCUS AREA
  • FIGURE 28 TOYOTA MOTOR CORPORATION: CIRCULAR ECONOMY STRATEGY