Exploring Development Opportunities for Affordable Electric Vehicles (pre-order)

Table of Contents

1. Policy Support as Key Driving Force for Affordable EV

• 1.1 Policy Promotion
• 1.2 Policy Thrust
• 1.3 Gradual Decline in EV Prices of Automakers in Recent Years
  • 1.3.1 Tesla
  • 1.3.2 Volkswagen Group
  • 1.3.3 Audi
  • 1.3.4 BYD
  • 1.3.5 Nissan

2. The Popularization and Affordability of Electric Vehicles Go Hand in Hand

• 2.1 Gradual Improvement in EV Service Levels
  • 2.1.1 Vehicle Range for EVs Improved
  • 2.1.2 Gradual Completion of Charging Infrastructure
  • 2.1.3 Charging Payment Methods Becoming Easier
  • 2.1.4 Supporting Regulations for Charging Infrastructure
• 2.2 Declining Prices of EVs Following Mass Production
• 2.3 Energy Crisis Impacting Oil Prices While Electricity Prices Remain Stable
• 2.4 Similar Costs of Ownership between Electric and Fuel-powered Vehicles
• 2.5 Mobility-as-a-Service as New Future Trend
  • 2.5.1 Cruise
  • 2.5.2 Waymo
  • 2.5.3 Zoox
  • 2.5.4 Baidu

3.Key Factors Promoting Cost Reduction in EV

• 3.1 Battery Costs
• 3.2 Automotive Semiconductor Costs
• 3.3 Changing Landscape of Electronic-Electric Vehicle Architecture

4.The Mindset of Carmakers on Affordable Cars

• 4.1 Affordable Car Models Vie for Market Share
• 4.2 Car Prices are Affordable but Not Low-Cost

5.Cost-Reduction Measures of Carmakers

• 5.1 Tesla
  • 5.1.1 In-house Battery Production and Increased Suppliers
  • 5.1.2 Vehicle Design Enhancements
  • 5.1.3 Affordable Self-driving Solutions
  • 5.1.4 Production Scalability
• 5.2 Traditional Carmakers
  • 5.2.1 Shared Car Platform
  • 5.2.2 Vehicle Design Enhancements
• 5.3 New Carmakers
  • 5.3.1 Development Through Platforms of Traditional Carmakers
  • 5.3.2 In-house Automotive Software Technology
  • 5.3.3 Supply Chain Autonomy
  • 5.3.4 Direct Sales Model

6.MIC Perspective

Appendix

• List of Companies

List of Tables

• Table 1 Electric Vehicle Policies in Major Countries: Subsidy Reduction and Termination Timelines
• Table 2 Electric Vehicle Policies in Major Countries: Continued Subsidy Support with Stricter Conditions
• Table 3 Regulations on Charging Stations of Major Countries
• Table 4 Sensor Adoption in Self-Driving Solutions of Major Carmakers Table 5 Production Information of Tesla's Major Factories

List of Figures

• Figure 1 Promotional Policies on Charging Stations and Piles of Major Countries
• Figure 2 Concept of Electric Vehicle Charging Roaming Services
• Figure 3 The Illustration of Cruise EV Model
• Figure 4 The Illustration of Waymo EV Model
• Figure 5 The Illustration of Zoox EV Model Figure 6 The Illustration of Baidu EV Model

Companies covered

• Audi
• Baidu
• BMW
• BYD
• Cruise
• Cupra
• Faraday Future
• Fisker
• Ford Motor
• Honda
• Hyundai
• II-VI Inc.
• JAC Motors
• KIA
• LG Chemical
• Li Auto
• Lucid
• Mazda
• NIO
• Nissan
• Panasonic
• Polestar
• Qromis
• Rivian
• Skoda
• Sony
• STMicroelectronics
• Tata Motors
• Tesla
• Toyota
• Volkswagen
• Volvo
• Waymo
• Wolfspeed
• Xiaopeng
• Zeekr
• Zoox