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Market Research Report

<2020.2H> Global xEV market and Battery supply & demand outlook (~2030)

Published by SNE Research Product code 962867
Published Content info 210 Pages
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<2020.2H> Global xEV market and Battery supply & demand outlook (~2030)
Published: October 5, 2020 Content info: 210 Pages
Description

Recently, the rapidly developing global electric vehicle market has seen a crisis coming.

China, the world's largest electric vehicle market, announced to stop providing subsidies for electric vehicles from China's local governments. Moreover, the US, the second-largest electric vehicle market, has seen Tesla cutting down subsidies as well. Tesla is a brand that has sold the most electric vehicles. Accordingly, global electric vehicle markets have been declining and shrinking in the second half of 2019.

Despite some of the concerns regarding the 2019 electric vehicle market, its future and prospect still remain the same in the long term. In fact, China's market where consumers would depend on subsidies is expected to reborn after restructuring this year. Furthermore, the NEV policy of the Chinese government forces the 'vehicle makers' to sell a certain amount of electric vehicles in the future.

In addition, the U.S. and Europe region will see a switch to electric vehicles, due to strong vehicle fuel-efficiency regulations. Global big OEM automobile makers, including VW, have been speeding up their transition to electric vehicles since 2020.

Accordingly, Europe massively invests to produce secondary battery cells, aiming to take the lead in the secondary battery area, which is the core value of electric vehicles. The German government has extended the size and time for providing subsidies for electric vehicles, expecting to see the growth of the electric vehicle market.

Based on the governmental policies around the world and major vehicle manufacturers' plans for electric vehicle business, this report argues the predicted demand for electric vehicles and their secondary batteries together. Moreover, this report deals with the production capacity expansion plans and other future plans of top global secondary battery suppliers. On top of that, the expected supply of secondary battery is also debated here from the perspective of the suppliers.

We hope this report can help officials in secondary battery and electric vehicle industries, research securities and academia as well.

Table of Contents

Table of Contents

1. Global Impacts of COVID-19 and Scenarios

2. Mid-to-Long Term Market Outlook for Electric PVs (BEV+PHEV)

  • 2.1 Market Outlook for Electric PVs
  • 2.2 Outlook by Electric PV Maker
  • 2.3 Detailed Outlook by Top Maker
    • VW, Toyota, Renault-Nissan, TESLA, HKMC, GM, HONDA PSA, Geely, FCA, FORD, Daimler, BMW

3. Electric PV Market Outlook by Region

  • 3.1 Outlook for EV Market in USA
  • 3.2 Outlook for EV Market in North American (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 Other EV Markets

4. Outlook for Electric BUS Market

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

5. Outlook for Electric TRUCK Market

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

6. Outlook for LIB Market and Selling Price

  • 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. Outlook for Battery Market for EVs

  • 7.1 Demand Outlook for xEV Battery
  • 7.2 Demand Outlook for xEV PV Battery
  • 7.3 Demand Outlook for xEV CV Battery
  • 7.4 Demand Outlook for xEV BUS Battery
  • 7.5 Demand Outlook for xEV Truck Battery
  • 7.6 Outlook for Battery Demand by xEV Maker (PV)

8. Outlook for Battery Demand by Car Maker

  • 8.1 Outlook for Battery Demand by Global OEM Maker (PV)
  • 8.2 Outlook for Battery Demand by Chinese Maker (PV)

9. Supply Outlook by LIB Maker

  • 9.1 Battery Supply Outlook by Country of Manufacture
  • 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 and other Makers
  • 9.7 Outlook for USA Makers

10. Mid-to-Long Term Outlook for Battery Supply and Demand

  • 10.1 Outlook for Global Mid-to-Long Term Supply and Demand
  • 10.2 Outlook for Mid-to-Long Term Supply and Demand in China
  • 10.3 Outlook for Global Mid-to-Long Term Supply and Demand (except China)
  • 10.4 Outlook for Mid-to-Long Term Supply and Demand in Europe
  • 10.5 Outlook for Mid-to-Long Term Supply and Demand in North America

Appendix

1. Global Automobile Regulation and EV Promotion Policy

  • 1.1 Supply Target of EVs by Leading Country
  • 1.2 Declaration of Exit of Internal-Combustion Vehicles in Major Cities
  • 1.3 Automobile Regulation and EV Promotion Policy by Leading Country
    • 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

2. Sales Targets of Major Car Makers for EVs

3. Trend of Major Automobile Makers

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