电动汽车生态系统市场：现状分析与预测（2022-2030）

由于电动汽车需求的快速增长，预计电动汽车生态系统市场在预测期内将以约 19% 的复合年增长率增长。 此外，为了推动消费者需求，各国政府将通过补贴和税收优惠支持电动汽车生态系统，重点控制尾气排放并促进电动汽车的采用，预计该市场将在预测期内出现显着增长。 例如，根据国际能源署（IEA）的数据，2020年世界各国政府花费了140亿美元用于电动汽车的直接购买激励和税收抵免，比上一年增加了25%。

根据利益相关者类型，市场分为製造、移动、供应商、消费者、监管机构以及软件和连接提供商。 电动汽车生态系统最重要的组成部分是消费者，一切都将竭尽全力推动需求。 建立电动汽车生态系统需要所有利益相关者进行大量投资，包括基础设施、利益相关者合作伙伴关係、技术开发和加速电动汽车车型的分销，而这个快速扩张的生态系统将为利益相关者提供巨大的投资机会和显着更高的投资回报率。早期参与扩展生态系统的任何组成部分。

基于基础设施生态系统，市场分为充电基础设施、电池製造、原材料开采和物流。 电动汽车生态系统的发展依赖于这三大基础设施的共同增长。 充电基础设施对于增强消费者信心和缓解里程焦虑对于电动汽车的广泛采用至关重要。 此外，电池是电动汽车的核心，电动汽车生态系统的增长高度依赖于通过提高能量密度和降低成本来实现电池性能。 此外，电动汽车电池需要特定的原材料，如锂、钴、镍和石墨。 这种原材料的提取、加工和运输是电动汽车生态系统的关键组成部分，维持这些原材料的可持续、高效的供应链非常重要。

根据驱动类型，市场分为纯电动汽车、插电式混合动力汽车和混合动力汽车。 预计纯电动汽车在预测期内将出现显着的复合年增长率。 纯电动汽车背后的驱动力是城市化，预计到 2030 年，全球将有超过 50% 的人口居住在城市。 此外，世界各地的企业和政府都在关注电动汽车的主流化，因为他们的目标是减少温室气体排放、减少噪音污染和提高效率。 各国政府正在通过向电动汽车购买者提供税收抵免和激励措施，让电动汽车变得更容易获得。 例如，根据国际能源署（IEA）的数据，2020年消费者将花费1200亿美元购买电动汽车，比2019年增长50%。

根据车辆类型，市场分为乘用车、商用车和两轮车。 其中，乘用车因其快速普及而成为增长最快的细分市场。 近年来，电动汽车的销量大幅增长，尤其是乘用车，由于成本降低、续航里程提高以及充电基础设施的兴起，其受欢迎程度飙升。 预计到 2021 年，全球消费者将花费 2500 亿美元购买电动汽车。 电动汽车销量的增长将推动电气化投资，到 2021 年，电气化投资将占交通运输行业最终用户投资总额的 65% 以上。 此外，政府对尾气排放的严格监管进一步推动了对电动汽车的需求。 例如，根据国际能源署(IEA) 的数据，在欧盟(EU)，欧盟委员会的“Fit-for-55”一揽子计划包括到2030 年将汽车数量减少55%，到2035 年将货车数量减少50% 。包括要求 100% 车辆减排的法律。

为了更好地了解电动汽车生态系统的市场采用情况，市场包括北美（美国、加拿大、北美其他地区）、欧洲（德国、英国、法国、西班牙、意大利、欧洲其他地区）、亚太地区（中国、印度、日本、韩国、澳大利亚等亚太地区国家）以及世界其他地区。 亚太电动汽车生态系统市场预计将在整个预测期内出现显着增长。 亚太国家人均GDP的上升正在提高生活水平，让更多的钱落入人们手中，从而推动各国的消费。 欧洲电动汽车在汽车总销量中所占比例最高，但中国是迄今为止销量领先的国家，并已成为全球电动汽车产销量的领先者。 预计亚洲国家到 2023 年将生产近 1300 万辆电动汽车。 与此同时，到2022年，中国的电动汽车销量将占全球电动汽车总销量的约52%，即近350万辆，而印度目前拥有100万辆电动汽车的三分之一，年增长率将接近168%同比。正在显示。 因此，看看这些新兴国家的市场规模、收入和意识不断提高的人口规模、在价格和产品方面为客户提供巨大价值的原始设备製造商的可用性，以及政府的进一步支持。预计亚太地区未来将经历高速增长。 例如，中国将新能源汽车补贴计划（从2020年起）延长至2022年底，但开始逐年减少基础补贴金额10%、20%和30%（从2020年至2022年）。 新能源汽车的购置税免税也已延长至2023年底。

目录

第一章市场介绍

• 市场定义
• 主要目的
• 利益相关者
• 限制

第二章研究方法或假设

• 调查过程
• 调查方法
• 受访者简介

第三章市场总结

第 4 章执行摘要

第五章全球电动汽车生态系统市场，新型冠状病毒感染（COVID-19）的影响

第 6 章 2020-2030 年全球电动汽车生态系统市场收入

第 7 章利益相关者的市场洞察

• 製造业
• 移动性
• 供应商
• 消费者
• 监管机构
• 软件/连接提供商

第 8 章基础设施市场洞察

• 充电基础设施
• 电池製造
• 原材料开采和物流

第 9 章按推进类型划分的市场洞察

• 纯电动汽车
• 插电式混合动力汽车
• 混合动力汽车

第 10 章按产品类型划分的市场洞察

• 乘用车
• 商用车
• 其他

第 11 章按地区划分的市场洞察

• 北美电动汽车生态系统市场
  • 美国
  • 加拿大
  • 其他北美地区
• 欧洲电动汽车生态系统市场
  • 德国
  • 英国
  • 法国
  • 意大利
  • 西班牙
  • 其他欧洲地区
• 亚太电动汽车生态系统市场
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳大利亚
  • 其他亚太地区
• 其他地区的电动汽车生态系统市场

第十二章电动汽车生态系统市场动态

• 市场驱动因素
• 市场挑战
• 影响分析

第 13 章电动汽车生态系统市场机会

第14章电动汽车生态系统市场趋势

第十五章需求方和供给方分析

• 需求方分析
• 供给侧分析

第16章价值链分析

第 17 章案例研究

第 18 章战略洞察

第十九章竞争场景

• 竞争状况
  • 波特五力分析

第20章公司简介

• Tesla
• BYD Company Ltd
• Rivian
• ABB
• EVBoxS
• Siemens
• ChargePoint, Inc.
• Panasonic Corporation
• SAMSUNG SDI CO.,LTD
• Contemporary Amperex Technology Co., Limited

第 21 章免责声明

An ecosystem constitutes an interdependent group of enterprises, peoples, components, and infrastructure that works together in conjunction to form a sustainable community. Every factor of an ecosystem depends on every other factor either directly or indirectly for the community to sustain and thrive. The EV ecosystem comprises vehicle connectivity, new business models, manufacturing practices, infrastructures, and sustainability. Building a successful and working ecosystem is the only way for accelerating the adoption rate of new energy vehicles, where electric vehicle manufacturers will have to amplify the network effect with other stakeholders in the mobility ecosystem.

The electric vehicle ecosystem market is expected to grow at a strong CAGR of around 19% during the forecast period owing to the surging demand for the electric vehicle. Furthermore, the market is expected to witness significant growth over the forecast period owing to the increased government focus on curbing tailpipe emissions and increasing electric vehicle adoption by supporting the EV ecosystem with subsidies and tax incentives, in order to drive consumer demand. For instance, according to the international energy agency(IEA), Governments across the world spent USD 14 billion on direct purchase incentives and tax deductions for electric cars in 2020, a 25% rise year-on-year.

Based on stakeholder type, the market is segmented into manufacturing, mobility, supplier, consumer, regulator, and software & connectivity provider. The most important component of an EV ecosystem is the consumer, where everything is done in order to drive the demand, till the momentum is established and consumer demand drives sufficient growth independently. Building an EV ecosystem will require major investments to done by all the stakeholders in infrastructure, partnerships among each other, technology developments, and accelerated EV model distribution, and this rapidly expanding ecosystem is presenting a huge investment opportunity with a fairly high possible return on investments, to the early stakeholders in any of the component of this emerging and expanding ecosystem.

Based on the infrastructure ecosystem, the market is segmented into charging infrastructure, battery manufacturing, and raw material mining and logistics. The development of the electric vehicle ecosystem is reliant on the combined growth of all three infrastructures, where charging infrastructure is essential for the widespread adoption of electric vehicles by encouraging consumer confidence and relieving them from range anxiety. Furthermore, the battery is the heart of an electric vehicle where the growth of the EV ecosystem is heavily reliant on the battery performance with improved energy density and reduced cost, which is also important in enhancing the range and the affordability of electric vehicles. Additionally, EV batteries require specific raw materials such as lithium, cobalt, nickel, and graphite. The extraction, processing, and transportation of this raw material form a critical component of the EV ecosystem, and it is important to maintain a sustainable and efficient supply chain for these materials.

Based on propulsion type, the market is segmented into BEV, PHEV, and HEV. BEV is anticipated to witness a significant CAGR during the forecast period. The driving factor for BEV is urbanization where more than 50% of the global population is projected to be living in the cities by the year 2030, where driving distances are much shorter hence making BEV an ideal choice. Moreover, businesses and governments worldwide are aiming at reducing GHG(greenhouse gas) emissions, reducing noise pollution, and increasing efficiency by focusing more on making EVs mainstream where governments are offering tax credits and incentives for those who purchase EVs, making electric vehicles more accessible for the mass adoption, further boosting the demand of the electric vehicles which is also getting reflected in the sales data. For instance, according to the international energy agency(IEA), Consumers spent USD 120 billion on electric car purchases in 2020, a 50% increase from 2019, which breaks down to a 41% increase in sales and a 6% rise in average prices.

Based on vehicle type, the market is segmented into passenger vehicles, commercial vehicles, and two-wheelers. Out of all, passenger vehicles are the fastest-growing segment owing to their rapid adoption among the masses. In recent years sales of electric vehicles have increased exponentially and among all, passenger cars are surging in popularity as their cost is decreasing, range is improving, and rising charging infrastructure. In 2021 consumers across the world spent an estimated USD*250*billion on EV purchases. The growth in EV sales is driving investment in electrification, which represented more than 65% of overall end-user investment in the transport sector in 2021. Moreover, government stringent rules that are coming regarding tailpipe emissions are further driving the demand for EVs. For instance, according to the international energy agency(IEA), In the European Union, the Fit-for-55 package from the European Commission includes a law that calls for fleet emission reductions of 55% for cars and 50% for vans by 2030 and 100% for both by 2035.

For a better understanding of the market adoption of the EV ecosystem, the market is analyzed based on its worldwide presence in the countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, India, Japan, South Korea, Australia, Rest of Asia-Pacific), Rest of World. The Electric Vehicle ecosystem market in the Asia Pacific region is anticipated to witness significant growth throughout the forecast period. Owing to the rising per capita GDP of the countries in the Asia Pacific hence improving the standard of living and increasing money in the hands of people driving the consumption of the countries. Though as a percentage of total vehicles sold electric vehicle percentage is highest in Europe but the number of units sold in China is leading the pack and has emerged as a top producer and seller of electric vehicles in the world. The Asian countries are projected to produce almost 13 million electric vehicles in the year 2023, whereas, in 2022, china has sold roughly 52% of the total EVs produced in the world which amounts to almost 3.5 million units, India the number is currently at one-third of a million unit but was almost 168% growth from the previous year. Hence, looking at the size of the market that these emerging economies have, the size of the population with rising income and awareness and the availability of the OEMs that are offering great value buys to the customers in terms of price and product and further support from the governments is showing a future of high growth prospects for the electric vehicles market in the APAC region. For instance, China (from a previous 2020 expiration date) extended its NEV subsidy program through the end of 2022, albeit it has started to reduce basic subsidy amounts by 10%, 20%, and 30% per year. (between 2020 and 2022). Through the end of 2023, it also extended the exemption from purchase taxes for NEVs.

Some of the major players operating in the market include: Tesla; BYD Company Ltd; Rivian; ABB; EVBoxS; Siemens; ChargePoint, Inc.; Panasonic Corporation; SAMSUNG SDI CO., LTD; and Contemporary Amperex Technology Co., Limited

TABLE OF CONTENTS

1 MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2 RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the EV Ecosystem Market
• 2.2. Research Methodology of the EV Ecosystem Market
• 2.3. Respondent Profile

3 MARKET SYNOPSIS

4 EXECUTIVE SUMMARY

5 GLOBAL EV ECOSYSTEM MARKET COVID-19 IMPACT

6 GLOBAL EV ECOSYSTEM MARKET REVENUE, 2020-2030F

7 MARKET INSIGHTS BY STAKEHOLDERS

• 7.1. Manufacturing
• 7.2. Mobility
• 7.3. Supplier
• 7.4. Consumer
• 7.5. Regulator
• 7.6. Software & Connectivity Provider

8 MARKET INSIGHTS BY INFRASTRUCTURE

• 8.1. Charging Infrastructure
• 8.2. Battery Manufacturing
• 8.3. Raw material mining and Logistics

9 MARKET INSIGHTS BY PROPULSION TYPE

• 9.1. BEV
• 9.2. PHEV
• 9.3. HEV

10 MARKET INSIGHT BASED ON PRODUCT TYPE

• 10.1. Passenger Vehicle
• 10.2. Commercial Vehicle
• 10.3. Others

11 MARKET INSIGHTS BY REGION

• 11.1. North America EV Ecosystem Market
  • 11.1.1. U.S.
  • 11.1.2. Canada
  • 11.1.3. Rest of North America
• 11.2. Europe EV Ecosystem Market
  • 11.2.1. Germany
  • 11.2.2. U.K.
  • 11.2.3. France
  • 11.2.4. Italy
  • 11.2.5. Spain
  • 11.2.6. Rest of Europe
• 11.3. Asia-Pacific EV Ecosystem Market
  • 11.3.1. China
  • 11.3.2. India
  • 11.3.3. Japan
  • 11.3.4. South Korea
  • 11.3.5. Australia
  • 11.3.6. Rest of Asia-Pacific
• 11.4. Rest of the World EV Ecosystem Market

12 EV ECOSYSTEM MARKET DYNAMICS

• 12.1. Market Drivers
• 12.2. Market Challenges
• 12.3. Impact Analysis

13 EV ECOSYSTEM MARKET OPPORTUNITIES

14 EV ECOSYSTEM MARKET TRENDS

15 DEMAND AND SUPPLY-SIDE ANALYSIS

• 15.1. Demand Side Analysis
• 15.2. Supply Side Analysis

16 VALUE CHAIN ANALYSIS

17 CASE STUDY

18 STRATEGIC INSIGHTS

19 COMPETITIVE SCENARIO

• 19.1. Competitive Landscape
  • 19.1.1. Porters Fiver Forces Analysis

20 COMPANY PROFILED

• 20.1. Tesla
• 20.2. BYD Company Ltd
• 20.3. Rivian
• 20.4. ABB
• 20.5. EVBoxS
• 20.6. Siemens
• 20.7. ChargePoint, Inc.
• 20.8. Panasonic Corporation
• 20.9. SAMSUNG SDI CO.,LTD
• 20.10. Contemporary Amperex Technology Co., Limited

21 DISCLAIMER