全球xEV市场与电池供需预测(～2035年)

一直受到新冠肺炎 (COVID-19) 影响的电动车市场仍对成长放缓感到担忧。通用汽车放弃了到 2024 年生产 40 万辆电动车的计划，并取消了与本田从 2027 年开始推出电动车的计划。福特推迟了原计划与 SK On 建设的第二座二次电池工厂的运作。与 LG Energy Solution 在土耳其建立二次电池合资企业的计划已被撤回。

在这样的氛围下，据说PHEV+BEV电动车市场的成长速度并没有原来预测的那么大。这是多种因素的复杂结合，包括意外的全球经济衰退、利率上升以及鸿沟（新兴市场和主流市场之间的需求减少或停滞）。近年来，这一趋势开始证明汽车製造商专注于混合动力汽车的决定是正确的。

在本报告中，我们研究和分析了全球电动车市场，尝试预测新的电动车市场以应对市场收缩和未来市场成长，并提供每个地区的市场前景和电池供需预测。

目录

第1章 全球汽车市场预测

第2章 全球电动车市场预测

• 电力LV(小客车+拾音器)部分预测
• 电动车市场预测
• 电力皮卡车市场预测
• 电动车(小客车+拾音器)的主要OEM预测
  • VW，TESLA，RNM，HKMC，Stellantis，GM，Toyota，Ford，Geely，BMW，Honda，Daimler+中国的主要OEM

第3章 EV市场预测:各地区(LV)

• 美国的EV市场预测
• 北美(除了美国之外)的EV市场预测
• 欧洲的EV市场预测
• 中国的EV市场预测
• 日本的EV市场预测
• 韩国的EV市场预测
• 亚洲(韩国，中国，日本以外的)EV市场预测
• 其他地区(南美，大洋洲，中东·非洲的)EV市场预测

第4章 电力巴士市场预测

• 电力巴士市场预测
• 电力巴士市场预测:各地区

第5章 电力卡车市场预测

• 电力卡车市场预测
• 电力卡车市场预测:各地区

第6章 LIB市场与销售价格预测

• EV的平均电池容量预测
• EV电池的销售价格预测
• EV电池的市场规模预测

第7章 xEV电池市场预测

• xEV电池需求预测
• xEV电池(LV)需求预测
• xEV电池(商用)需求预测
• xEV电池(商用 - 巴士)需求预测
• xEV电池(商用 - 卡车)需求预测
• xEV电池需求预测:各地区

第8章 电池需求预测:汽车各製造厂商(LV)

• 电池需求预测:全球OEM各製造厂商(LV)
• 面向电池需求预测:中国各製造厂商(中国需求)

第9章 供给预测:LIB各製造厂商

• 电池供给预测:製造各国
• 电池供给预测:生产各地区
• 韩国製造商预测
• 日本製造商预测
• 中国製造商预测
• 欧洲製造商预测
• 美国製造商预测

第10章 电池供需中长期性的预测

• 全球中长期性的供需预测
• 中国的中长期性的供需预测
• 全球中长期性的供需预测(中国以外)
• 欧洲中长期性的供需预测
• 北美中长期性的供需预测

附录

第1章 全球汽车法规与EV推动政策

第2章 主要OEM的EV销售额目标

第3章 主要OEM趋势

The electric vehicle market, which had been in the dark clouds of COVID-19, is still concerned about slowing growth. GM abandoned the plan to produce 400,000 electric cars by 2024, and also canceled the plan to launch electric cars with Honda from 2027. Ford delayed the operation of secondary battery cell plant 2 which is planned to build with SK On. The plan to establish a secondary battery joint venture in Turkey, which was being pursued with LG Energy Solution, was withdrawn.

In this atmosphere, it is said that the growth rate of PHEV + BEV electric vehicle market is not as big as originally expected. There are a number of complex reasons for this, such as the unexpected global economic downturn, interest rate hikes, and Chasm, which states a decline in demand or stagnation between the initial and mainstream markets. Recently, thanks to this trend, it has begun to say that the choice of car makers focused on hybrids was right.

If so, what will happen to the growth of the EV market? SNE Research has attempted to forecast a new EV market for market contraction and future market growth. In addition to the EV market, the total vehicle market tally was also revised from the beginning.

We hope this report may help those who are in the secondary battery and electric vehicle industry.

Table of Contents

1. Global Automotive Market Outlook

2. Global Electric LV(Light Vehicle) Market Outlook

• 2.1. Electric LV(Passenger + Pick-up) Portion Outlook
• 2.2. Electric Passenger Car Market Outlook
• 2.3. Electric Pick-up Market Outlook
• 2.4. Electric LV(Passenger + Pick-up) Major OEM Outlook
  • VW, TESLA, R-N-M, HKMC, Stellantis, GM, Toyota, Ford, Geely, BMW, Honda, Daimler + China Major OEM

3. EV Market Outlook by Region (LV)

• 3.1. Outlook for EV Market in USA
• 3.2. Outlook for EV Market in North America (except USA)
• 3.3. Outlook for EV Market in Europe
• 3.4. Outlook for EV Market in China
• 3.5. Outlook for EV Market in Japan
• 3.6. Outlook for EV Market in Korea
• 3.7. Outlook for EV Market in Asia (excl. Korea, China, Japan)
• 3.8. Outlook for EV Market in Other Regions (South America, Oceania, Middle East, Africa)

4. Electric BUS Market Outlook

• 4.1. Electric BUS Market Outlook
• 4.2. Electric BUS Market Outlook by Region

5. Electric TRUCK Market Outlook

• 5.1. Electric TRUCK Market Outlook
• 5.2. Electric TRUCK Market Outlook by Region

6. LIB Market and Selling Price Outlook

• 6.1. Outlook for Average Battery Capacity of EVs
• 6.2. Outlook for Selling Price of EV Battery
• 6.3. Outlook for Market Size of EV Battery

7. xEV Battery Market Outlook

• 7.1. Demand Outlook for xEV Battery
• 7.2. Demand Outlook for xEV Battery (LV)
• 7.3. Demand Outlook for xEV Battery (Commercial)
• 7.4. Demand Outlook for xEV Battery (Commercial - BUS)
• 7.5. Demand Outlook for xEV Battery (Commercial - Truck)
• 7.6. Demand Outlook for xEV Battery by Region

8. Battery Demand Outlook by Car Maker (LV)

• 8.1. Battery Demand Outlook by Global OEM Maker (LV)
• 8.2. Battery Demand Outlook by Chinese Maker (Demand for China)

9. Supply Outlook by LIB Maker

• 9.1. Battery Supply Outlook by Manufacturing Country
• 9.2. Battery Supply Outlook by Production Region
• 9.3. Outlook for Korean Makers
• 9.4. Outlook for Japanese Makers
• 9.5. Outlook for Chinese Makers
• 9.6. Outlook for European Makers
• 9.7. Outlook for US Makers

10. Mid/Long-term Outlook for Battery Supply & Demand

• 10.1. Global Mid/Long-term Supply and Demand Outlook
• 10.2. Mid/Long-term Supply and Demand Outlook in China
• 10.3. Global Mid/Long-term Supply and Demand Outlook (excl. China)
• 10.4. Mid/Long-term Supply and Demand Outlook in Europe
• 10.5. Mid/Long-term Supply and Demand Outlook in North America

Appendix

1. Global Automobile Regulation & EV Promotion Policy

• 1.1. Timeline of ICE Phase-out by Leading Countries
• 1.2. Declaration of ICE Phase-out in Major Cities
• 1.3. Automobile Regulation and EV Promotion Policy by Leading Countries
  • 1.3.1. Automobile Regulation and Business Status in USA
  • 1.3.2. Automobile Regulation and Business Status in Europe
  • 1.3.3. Automobile Regulation and Subsidy Policy in China
  • 1.3.4. Major Countries' EV Subsidy Policies

2. EV Sale Target by Major OEMs

3. Trend of Major OEMs