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Pike Pulse Report: Light-Duty Fuel Cell Vehicles - Assessment of Strategy and Execution for 10 Leading Automotive OEMs

Notice
This publication has been discontinued on March 22, 2014.

Abstract

The light duty fuel cell vehicle (FCV) market is in a ramp up to commercialization. Automakers have diverged in their commitment to this market in recent years. Several of the major global automotive original equipment manufacturers (OEMs) have aggressive programs to develop a commercial FCV as part of their suite of sustainable vehicles, while others have pulled back. At the same time, a few new players have entered the arena, with the potential to disrupt the market.

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The major OEMs working in this sector have targeted 2014 and 2015 to introduce their first commercial FCVs. In order to meet this target, the OEMs must continue to test and refine their fuel cell systems as well as the vehicle integration and optimization. They will also be focused on driving down vehicle costs. Since hydrogen fueling must be readily available before FCVs are offered for sale, some automakers are working with infrastructure companies and governments to support infrastructure rollout.

This Pike Research report evaluates 10 auto OEMs working on fuel cell vehicles and rates them on 12 criteria for strategy and execution, including go-to-market strategy, product portfolio, partnerships, innovation, reach, market share, pricing, and staying power. Using Pike Research' s proprietary Pike Pulse methodology, the OEMs are profiled, rated, and ranked with the goal of providing an objective assessment of these companies' relative strengths and weaknesses in the market. This Pike Pulse is intended to provide a snapshot of the current competitive landscape for automotive fuel cell OEMs - both the major global OEMs and some new players. As 2015 nears, Pike Research anticipates that companies' relative positions in the market could shift.

Top 10 OEMs:

  • 1. Daimler
  • 2. Honda
  • 3. Toyota
  • 4. Hyundai-Kia
  • 5. General Motors (GM)
  • 6. SAIC Motor Corp.
  • 7. Nissan/Renault
  • 8. Ford
  • 9. BMW
  • 10. Riversimple

Key Questions Addressed:

  • Who are the leading automotive OEMs in the fuel cell vehicle sector?
  • Which auto OEMs are most effectively executing on vehicle development?
  • What factors are critical to potential success in this market?
  • What are the possible barriers to success for the OEMs?
  • Are there new players that could capture a portion of this market?

Who needs this report?

  • Electric drive components suppliers
  • Automotive OEMs
  • Hydrogen infrastructure providers
  • Fuel cell stack and system manufacturers
  • Fuel cell balance of plant suppliers
  • Electric drive integrators and manufacturers
  • Battery manufacturers
  • Trade associations for vehicles, transit, electric drive systems, and fuel cells
  • Hydrogen infrastructure providers
  • Hydrogen fueling component providers (storage tanks, dispensers, compressors etc)
  • Platinum suppliers
  • Government agencies
  • Advocacy groups

Table of Contents

1. Executive Summary

  • 1.1 Overview
    • 1.1.1 Pike Pulse Vendor Scores
    • 1.1.2 The Contenders
    • 1.1.3 The Challengers

2. Market Overview

  • 2.1 Market Definition
  • 2.2 Key Market Drivers
    • 2.2.1 Emissions and Operational Characteristics
    • 2.2.2 Government Support
  • 2.3 Market Trends
    • 2.3.1 Pre-Commercial Market
    • 2.3.2 Government Funding and Infrastructure
    • 2.3.3 Vehicle Sizing
    • 2.3.4 Disruptors: New Players, Breakthroughs, and Behind the Scenes Activity
  • 2.4 Conclusion

3. The Pike Pulse

  • 3.1 Pike Pulse Grid
  • 3.2 Company Rankings
    • 3.2.1 Daimler
    • 3.2.2 Honda
    • 3.2.3 Toyota
    • 3.2.4 Hyundai-Kia
    • 3.2.5 General Motors (GM)
    • 3.2.6 SAIC Motor Corp.
    • 3.2.7 Nissan/Renault
    • 3.2.8 Ford
    • 3.2.9 BMW
    • 3.2.10 Riversimple

4. Vendor Profiles

  • 4.1 Leaders
  • 4.2 Contenders
    • 4.2.1 Daimler AG
    • 4.2.2 Honda
    • 4.2.3 Toyota
    • 4.2.4 Hyundai-Kia
    • 4.2.5 General Motors
  • 4.3 Challengers
    • 4.3.1 SAIC Motor Corp.
    • 4.3.2 Nissan/Renault
    • 4.3.3 Ford
    • 4.3.4 BMW
    • 4.3.5 Riversimple
  • 4.4 Followers

5. Company Directory

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Figures

9. Methodology

  • 9.1 Scope of Study
  • 9.2 Sources and Methodology
    • 9.2.1 Vendor Selection
    • 9.2.2 Ratings Scale
      • 9.2.2.1 Score Calculations
    • 9.2.3 Criteria Definitions
      • 9.2.3.1 Strategy
      • 9.2.3.2 Execution

List of Charts and Figures

  • The Pike Pulse Grid
  • Light-Duty Fuel Cell Vehicle Shipments by Region of Manufacture: 2008-2010
  • Light-Duty Fuel Cell Vehicle Pre-Commercial Deployments, World Markets: 2010-2014
  • The Pike Pulse Grid
  • Daimler Pike Pulse Position
  • Daimler Strategy & Execution Scores
  • Honda Pike Pulse Position
  • Honda Strategy & Execution Scores
  • Toyota Pike Pulse Position
  • Toyota Strategy & Execution Scores
  • Hyundai-Kia Pike Pulse Position
  • Hyundai-Kia Strategy & Execution Scores
  • General Motors Pike Pulse Position
  • General Motors Strategy & Execution Scores
  • SAIC Motor Corp. Pike Pulse Position
  • SAIC Motor Corp. Strategy & Execution Scores
  • Nissan/Renault Pike Pulse Position
  • Nissan/Renault Strategy & Execution Scores
  • Ford Pike Pulse Position
  • Ford Strategy & Execution Scores
  • BMW Pike Pulse Position
  • BMW Strategy & Execution Scores
  • Riversimple Pike Pulse Position
  • Riversimple Strategy & Execution Scores

List of Tables

  • Vendor Overall Scores
  • Light-Duty Fuel Cell Vehicle Shipments by Region of Manufacture: 2008-2010
  • Light-Duty Fuel Cell Vehicle Pre-Commercial Deployments, World Markets: 2010-2014
  • Vendor Overall Scores
  • Vendor Scores
  • Vendor Scores on Strategy Criteria
  • Vendor Scores on Execution Criteria
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