Global OEM Strategies for Electric Medium- and Heavy-Duty Truck Platforms

Description

Dedicated Electric Platforms Set to Ensure Transformational Growth of the NA and European M&HD Truck Market by 2030

OEMs in the electric truck space are currently pursuing two types of platforms: one based on the internal combustion engine (ICE) platform and the other on a dedicated electric platform. Established OEMs are primarily pursuing the former, while most new-age pure-play EV start-ups prefer the latter; however, established OEMs are also simultaneously working on dedicated electric platforms which will be out on roads only after 2025.

Battery placement and electric motor architecture are the most important design elements in an electric truck platform. Many models use the battery-on-the-side and the battery-in-the-middle designs in existing ICE platforms; however, the battery-on-the-bottom design-suitable for a skateboard platform-will come into use after 2025. As far as motor architecture is concerned, most of the models use central drive motors, while some use eAxles: eCarrier and eCrown. The eAxle: Wheel Hub (two motors each at the rear wheels), an advanced architecture, will come into use in another 2 to 3 years.

The penetration rate of electric trucks in both North America and Europe is expected to be 45.3% by 2030, with 70% of that volume set to use eAxles, while the remaining 30% use centrally driven motors. All the leading OEM groups-Daimler, Volvo, Traton, and Paccar-are anticipating 25%-35% of their new truck sales to be electric by 2030.

Key Issues Addressed:

What are the major truck OEMs doing in the electrification space?

Which are the up and coming new-age pure-play electric truck companies?

What are the various battery placement and electric drivetrain architectures?

What is the penetration of electric trucks in overall sales in the future?

What will be the penetration rate of electric-platform-based trucks in the overall OEM sales by 2030?

Product Code: PDA9-42

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Truck Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment: Global M&HD Truck Market

Research Scope
Market Segmentation

M&HD Truck Platforms

Platform: Definition and Components
Platform Types Comparison
Platform Battery Placements
Main Platform Component Technology Roadmap: MD Truck
Main Platform Component Technology Roadmap: HD Truck

Drivetrain Architecture in Electric M&HD Truck Platforms

Drivetrain Architecture
OEMs: Drivetrain Architecture Mapping
OEMs: Drivetrain Architecture Mapping (continued)
Drivetrain Architecture Roadmap

Daimler

Daimler: M&HD Truck Platforms and Models
Daimler: Key Platform Details and Plans
Daimler: Regional and Application Presence
Daimler: Truck Platform Specs

Volvo

Volvo: M&HD Truck Platforms and Models
Volvo: Key Platform Details and Plans
Scope of Analysis
Scope of Analysis

Traton

Traton: M&HD Truck Platforms and Models
Traton: Key Platform Details and Plans
Traton: Regional and Application Presence
Traton: Truck Platform Specs

Paccar

Paccar: M&HD Truck Platforms and Models
Paccar: Key Platform Details and Plans
Paccar: Regional and Application Presence
Paccar: Truck Platform Specs

BYD

BYD: M&HD Truck Platform Details
BYD: Regional And Application Presence
BYD: Truck Platform Specs

Nikola

Nikola: M&HD Truck Platform Details
Nikola: Regional and Application Presence
Nikola: Truck Platform Specs

Hyzon

Hyzon: M&HD Truck Platform Details
Hyzon: Regional and Application Presence
Hyzon: Truck Platform Specs

Key Electric M&HD Truck Models

EV Model Platforms and Drivetrain Architecture
EV Models Application Spread
EV Models Application Spread (continued)
EV Models Application Spread (continued)
Urban Delivery: Battery and Range
Urban Delivery: GVWR and Motor
Regional Haul: Battery and Range
Regional Haul: GVWR and Motor
Refuse/Utility: Battery and Range
Refuse/Utility: GVWR and Motor
Long Haul: Battery and Range
Long Haul: GVWR And Motor
Truck Model Launch Timeline
Truck Model Launch Timeline (continued)

Electric Penetration Forecast

M&HD Truck Sales and EV Penetration
Drivetrain Architecture Penetration
Estimated Electric Platform Penetration by OEM
Electric Platform Penetration by OEM

Growth Opportunity Universe

Growth Opportunity 1: Development of Dedicated Electric Platform for Trucks
Growth Opportunity 1: Development of Dedicated Electric Platform for Trucks (continued)
Growth Opportunity 2: Collaboration on BEV and FCEV Technologies for Trucks
Growth Opportunity 2: Collaboration on BEV and FCEV Technologies for Trucks (continued)
Growth Opportunity 3: Requirement for High Level Charging Capabilities for Trucks
Growth Opportunity 3: Requirement for High Level Charging Capabilities for Trucks (continued)

Appendix

Abbreviations and Acronyms

Next Steps

Your Next Steps
Why Frost, Why Now?
List of Exhibits
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