电动汽车电机通信控制器市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

主要亮点

• 电动汽车电机通信控制器市场目前价值 5.4607 亿美元，预计未来五年将以 19.48% 的复合年增长率增长，达到 13.2962 亿美元。
• COVID-19 大流行影响了世界上几乎所有行业。 然而，由于每年电动汽车的持续需求和销售等因素，电动汽车功率逆变器市场的需求正在显着增长。 例如，儘管受到疫情影响，乘用车等电动汽车销量在亚太、欧洲等地区各国均呈现正增长。
• 从长远来看，由于各国政府大力投资电动汽车项目，预计市场将会增长。 随着政府鼓励汽车製造商和客户生产和引进电动汽车，这将是电动汽车电机控制器製造商的机会。 电动汽车需求的增长预计也将增加用于电动汽车的组件的销量，例如电机通信控制器。
• 虽然这一变化并未导致内燃机汽车销量低迷，但它为现在和未来的电动汽车创造了一个充满希望的市场。 为应对这些趋势，一些汽车製造商增加了电动汽车及相关零部件的研发费用，而另一些汽车製造商则开始专注于推出新产品以获得市场份额，最终导致市场失灵。这将推高对电动汽车的需求。 例如

主要市场趋势

电动汽车销量增长

• 2021 年全球电动汽车销量将达到 897 万辆，大大超过 2020 年的销量。 本卷包括乘用车、商用车、卡车和推进类型等所有细分市场。
• 世界范围内正在开展一项运动，以加快乘用车电动汽车的普及，并逐步淘汰配备内燃机的传统汽车。 平均燃油价格的上涨反映出欧洲的电动汽车註册份额高于世界其他地区。 因此，由于燃料价格上涨，电动汽车的大规模采用有望促进全球业务。
• 插电式混合动力汽车 (PHEV) 和纯电动汽车 (BEV) 的全球销量不断增长也是推动电动汽车需求的重要因素。 世界各地的製造商一直在推动对电动汽车的需求。
• 例如，现代汽车在 2021 财年末在全球售出了 313,926 辆汽车。 该销售统计数据与之前相比下降了 17%。 此外，现代汽车的汽车部门增长迅速，电动汽车销量几乎翻了一番。 因此，BEV 销量达到 11,447 辆，增长 105%。 此外，插电式电动汽车总计14,693辆，同比增长58%。
• 大众汽车集团（包括大众汽车、奥迪、保时捷、斯柯达和西雅特）在 2022 年第一季度的 BEV 细分市场净销量为 99,100 辆。 这是一个快速增长，同比增长率为 65.2%。 2021 年，大众汽车集团的插电式电动汽车销量将达到 762,400 辆，创历史新高。

亚太地区主导市场

• 由于 COVID-19 大流行导致半导体供应短缺导致全球汽车销量下滑，越来越多的人选择更清洁的汽车，因此去年中国的电动汽车销量猛增 154%。 在中国，电动汽车製造商的销量将从 2020 年的 130 万辆和 2019 年的 120 万辆增加到 2021 年的 330 万辆。
• 由于需求增加、投资增加、支持设施和立法得到改善以及技术进步，该国的新能源汽车行业正在蓬勃发展。 中国政府希望到 2025 年所有汽车销量的 20% 为电动汽车，包括采用新能源汽车作为政府的下一代车辆。
• 中国是世界上发展最快的电动汽车市场之一，估计有 500 家电动汽车製造商涌入这个世界上最大的汽车市场。 作为其工业总体规划“中国製造 2025”的一部分，中国政府建议蔚来汽车、小鹏汽车和理想汽车等国内品牌增加市场份额。
• 中国的电动汽车 (EV) 行业自成立以来在政府法规和激励措施的推动下发展壮大。 也就是说，随着电动汽车领域的发展，推动力更加重视公共权力。 因此，中国财政部于 2022 年 1 月宣布将在年底前终止所有补贴，并将今年的电动汽车补贴削减 30%。 这些措施可能会阻碍市场发展。
• 原始设备製造商正在进行新技术投资，例如製造电动汽车电池和组件。 例如，中航锂电武汉动力及蓄电池生产基地二期工程于2022年6月竣工。 该项目是武汉首个大型电动汽车电池项目，总建设成本达220亿元人民币。
• 该地区的另一个国家/地区印度正在电动汽车销售方面迎头赶上。 印度将在 2021 年销售 3,29,190 辆电动汽车，比上一年的 1,22,607 辆增长 168%。 印度的旅行电动汽车贸易继续增长，到 2021 年将大幅增加到 14,800 辆。
• 为了达到国际排放标准并促进快速城市化的电动汽车，印度政府采取了多项措施来鼓励国内电动汽车的生产和使用。
• 国家电动汽车任务计划 (NEMMP) 和混合动力汽车和电动汽车在印度的快速采用和製造（FAME I 和 II）帮助激发了人们对电动汽车的早期兴趣和接触。 例如，在 FAME 的第二阶段，政府宣布到 2022 年将支出 14 亿美元。 这一阶段将补贴7090辆电动公交车、50万辆电动三轮车、55万辆电动乘用车和100万辆电动摩托车，重点是公共和共享交通电动化。我来了。
• 印度政府正在为电动汽车製造商和消费者提供免税和补贴，以促进该国的电动汽车行业发展。 根据分阶段製造提案，政府对电动汽车製造中使用的零部件征收 15% 的关税，对进口锂离子电池征收 10% 的关税。
• 印度的电动汽车行业正在加速发展，允许 100% 的外国直接投资、新的生产基地和更多的充电基础设施。 推动印度电动汽车行业发展的其他因素包括联邦政府补贴和支持印度製造的电动两轮车更高折扣的政策，以及 ACC 电池存储製造的本地化程度提高。 政府法规和政策的改善也推动了市场的增长，例如在印度经营电动汽车充电站不需要许可证。
• 随着电动汽车在印度的销量不断增长，汽车製造商正在投资开发新技术和提高产能以满足对新能源汽车的需求。需求应运而生。

竞争格局

电动汽车电机通信控制器市场得到整合，包括知名品牌。

LG INNOTEK、Tesla Inc、Mitsubishi Electric Corporation、Ficosa Corporation、EFACEC Power Solutions SGPS, S.A.、Engie SA、Siemens AG 是市场上的一些主要参与者。 主要参与者的产品创新正在帮助市场。

例如，2022年12月，LG Innotek宣布将首次展出其无线电池管理系统（无线BMS）、DC/DC转换器、电动汽车充电通信控制器等电动汽车解决方案。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 调查先决条件
• 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

• 市场驱动因素
• 市场製约因素
• 波特的五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 类型
  • 交流电机
  • 直流电机
• 车辆类型
  • 乘用车
  • 商用车
• 推进方式
  • 电瓶车
  • 插电式混合动力车
  • 燃料电池汽车
• 按地区细分
  • 北美
    • 美国
    • 加拿大
    • 墨西哥
    • 其他北美地区
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 意大利
    • 俄罗斯
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 韩国
    • 澳大利亚
    • 其他亚太地区
  • 世界其他地方
    • 南美洲
    • 中东和非洲

第6章竞争格局

• 供应商市场份额
• 公司简介
  • LG INNOTEK
  • Tesla Inc
  • Mitsubishi Electric Corporation
  • Ficosa Corporation
  • EFACEC Power Solutions SGPS, S.A
  • Engie SA
  • Siemens AG
  • ABB ltd.
  • Vector Informatik GmbH
  • Robert Bosch GmbH
  • Schneider Electric SE

第7章 市场机会与今后动向

Key Highlights

• Currently, the electric vehicle motor communication controller market is valued at USD 546.07 million and is expected to reach USD 1329.62 million over the next five years at a CAGR of 19.48%.
• The COVID-19 pandemic affected almost every industry around the globe; however, the demand for the electric vehicle power inverter market is growing significantly, owing to factors such as the continuous demand and sales of electric vehicles every year. For instance, despite the pandemic, the sales of electric vehicles, such as passenger cars, have shown positive growth in various countries in the regions, such as Asia-Pacific and Europe.
• Over the long term, the market is expected to grow due to the governmental efforts in various countries that are spending heavily on electric mobility projects, which will provide an opportunity for electric vehicle motor controller manufacturers as governments are encouraging auto manufacturers and customers to produce and adopt electric vehicles. The rise in the demand for electric vehicles is also expected to increase the sales of the components used in electric vehicles, such as motor communication controllers.
• Though change has not resulted in a slump in IC engine vehicle sales, it created a promising market for electric vehicles in the present and future. The above trend has propelled some automakers to increase their expenditure on R&D in electric vehicles and associated components, while others have started focusing on launching new products to capture the market share, eventually pushing the demand in the market. For instance,

Key Market Trends

Increasing Sales of Electric Vehicles

• Global EV sales were 8.97 million units in 2021, significantly higher than sales figures in 2020. The volume includes all segments, including passenger vehicles, commercial vehicles, trucks, and propulsion types.
• The movement to accelerate the adoption of passenger electric cars and phase out traditional vehicles with internal combustion engines is gaining traction worldwide. The increase in average fuel prices reflects the fact that Europe has a higher share of new electric car registrations than other parts of the world. Hence, the mass adoption of electric vehicles, owing to rising fuel prices, is expected to increase business globally.
• The market studied is driven by the increasing sales of plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs) globally, which has also remained a significant cause for bolstering electric vehicle demand. Manufacturers around the globe have consistently driven the demand for electric vehicles.
• For instance, during the end of FY21, Hyundai sold 313,926 cars globally. The sales statistics stood at a drop of 17% compared to previous years. Moreover, Hyundai observed that its automotive segment witnessed a sharp rise, with almost doubled sales figures for its all-electric cars. This, in turn, makes its sales figure for its BEV to stood at 11,447 units, with a rise of 105%. In addition, plug-in electric cars increased to 14,693 units to 58% year and year growth.
• In Q1, 2022, Volkswagen Group, which includes Volkswagen, Audi, Porsche, Skoda, and SEAT, reported net sales of 99,100 units under its BEV segment. This showcases a steep rise of 65.2 % year-on-year growth rate. In FY2021, Volkswagen Group sold a record-breaking number of plug-in electric vehicles, roughly 762,400 units.

Asia-Pacific is Dominates the Market

• Electric vehicle sales in China increased by 154% last year as more people chose cleaner vehicles, despite the global auto sales slump caused by the COVID-19 pandemic's shortage of semiconductor supplies. In China, manufacturers of electric vehicles sold 3.3 million units in 2021, up from 1.3 million in 2020 and 1.2 million in 2019.
• The nation's NEV sector is advancing due to rising demand, investments, improved supportive facilities and legislation, and technological advancements. By 2025, the Chinese government wants 20% of all vehicle sales to be electric, including adopting NEVs as the government's next vehicle generation.
• China has one of the fastest-growing electric vehicle markets in the world, with an estimated 500 electric car manufacturers flooding the world's largest vehicle market. The Chinese government encourages domestic brands like Nio, Xpeng, and Li Auto to increase their market share as part of the Made in China 2025 industrial master plan.
• Since its inception, China's electric vehicle (EV) industry has grown thanks to government regulations and incentives. Be that as it may, given the colossal extension of the EV area, the impetuses put a huge weight on the public authority. Consequently, China's Finance Ministry announced in January 2022 that all subsidies will be eliminated by the end of the year and that EV subsidies will be reduced by 30% this year. Such measures could obstruct market development.
• OEMs are making new technological investments, like manufacturing EV batteries and components. For instance, China Lithium Battery Technology Co., Ltd.'s (CALB) Wuhan power and energy storage battery production site's second phase was completed in June 2022. It is Wuhan's first significant EV battery project, costing 22 billion CNY.
• Another country in the region, India, is catching up on sales of electric vehicles. In India, 3,29,190 electric vehicles were sold in 2021, a 168% increment over the 1,22,607 units sold the earlier year. Traveler electric vehicle deals in India significantly increased in 2021 to 14,800 units and are still indicating development.
• To meet international emission standards and foster e-mobility in the wake of rapid urbanization, the Indian government has taken several steps to encourage the production and use of electric vehicles in the country.
• The National Electric Mobility Mission Plan (NEMMP) and Faster Adoption and Manufacturing of Hybrid & Electric Vehicles in India (FAME I and II) helped create the initial interest and exposure to electric mobility. For instance, in phase two of FAME, the government announced an outlay of USD 1.4 billion through 2022. This phase focuses on the electrification of public and shared transportation by subsidizing 7,090 e-buses, 500,000 electric three-wheelers, 550,000 electric passenger vehicles, and 1,000,000 electric two-wheelers.
• To promote the domestic electric vehicle industry, the Indian government has provided tax exemptions and subsidies to EV manufacturers and consumers. As per the phased manufacturing proposal, the government has imposed a 15% customs duty on parts used to manufacture electric vehicles and 10% on imported lithium-ion cells.
• With 100 percent FDI allowed, new production centers, and a greater drive to improve charging infrastructure, India's electric vehicle sector is picking up speed. Other development factors for the Indian EV sector include federal subsidies and policies supporting more significant discounts for Indian-made electric two-wheelers and a localized ACC battery storage manufacturing boost. Improved government regulations and policies, like no license required to operate EV charging stations in India, further aid the market's growth.
• With the increasing sales of electric vehicles in India, automakers are investing in developing new technologies and increasing their production capacities to accommodate the demand for new energy vehicles, creating the need for electric vehicle motor communication controllers.

Competitive Landscape

The electric vehicle motor communication controller market is consolidated, and it includes well-established brands. LG INNOTEK, Tesla Inc, Mitsubishi Electric Corporation, Ficosa Corporation, EFACEC Power Solutions SGPS, S.A., Engie SA, Siemens AG, and others are some key players in the market. Product innovations are aiding the market by major players.

For instance, in December 2022, LG Innotek announced that it would exhibit wireless battery management systems (wireless BMS), DC/DC converters, electric vehicle communication controllers for charging, and other electric vehicle solutions for the first time.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 AC Motor
  • 5.1.2 DC Motor
• 5.2 Vehicle Type
  • 5.2.1 Passenger Cars
  • 5.2.2 Commercial Vehicles
• 5.3 Propulsion Type
  • 5.3.1 Battery Electric Vehicles
  • 5.3.2 Plug-in Hybrid Electric Vehicles
  • 5.3.3 Fuel Cell Electric Vehicles
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
    • 5.4.1.4 Rest of North America
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Russia
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 South Korea
    • 5.4.3.5 Australia
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 Rest of the World
    • 5.4.4.1 South America
    • 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 LG INNOTEK
  • 6.2.2 Tesla Inc
  • 6.2.3 Mitsubishi Electric Corporation
  • 6.2.4 Ficosa Corporation
  • 6.2.5 EFACEC Power Solutions SGPS, S.A
  • 6.2.6 Engie SA
  • 6.2.7 Siemens AG
  • 6.2.8 ABB ltd.
  • 6.2.9 Vector Informatik GmbH
  • 6.2.10 Robert Bosch GmbH
  • 6.2.11 Schneider Electric SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS