OEM投資汽車電動競爭分析

Competitive Analysis of Original Equipment Manufacturer (OEM) Investments in Vehicle Electrification

出版日期: 2023年09月29日 | 出版商:

Frost & Sullivan | 英文 71 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

優先考慮本地電池開發和生產，以滿足未來區域電動車（EV）需求

根據弗若斯特沙利文預測，2023年全球電動車市場銷量預計將錄得44%以上的與前一年同期比較成長。中國、歐洲和北美將在這一快速成長中發揮重要作用。人們對減少碳排放的興趣日益濃厚，預計將在未來年度推動電動車的需求。OEM正透過推出新產品並為未來成長進行重大投資，爭相在競爭激烈的電動車市場中獲得佔有率。

主要電動車OEM比亞迪、特斯拉和大眾汽車計劃在 2023 年銷售 570 萬輛電動車，高於 2022 年的 400 萬輛。未來十年，不斷成長的需求預計將增加數倍，向OEM證明電動車是正確的發展方向。因此，OEM紛紛宣布對電動車開發進行巨額投資，以確保電動車銷售的第一名。

大部分投資將旨在確保電動車生產所需的關鍵材料/產品的未來供應鏈以及共同開發技術創新。此外，OEM了解根據客戶要求製造電動車的重要性。這促使他們採取在地化開發和製造策略，以佔領中國等競爭激烈的市場。此外，許多OEM正在致力於開發充電基礎設施網路，以使電動車充電變得更加容易。然而，充電基礎設施的部署仍需趕上所需的數量。

從地區來看，由於有利的政府政策和電動車需求的激增，許多OEM已宣佈在北美進行投資。該地區可能在未來年度吸引大量投資。我們預計其他兩個主要市場中國和歐洲將錄得中等到高投資。

在本報告中，Frost & Sullivan 討論了全球市場的OEM電動車投資和銷售。以2022年為基準年，研究期間為2022-2030年，預測期間為2023-2030年。目標區域為北美、中國和歐洲。 OEM包括BMW、福特、通用汽車、本田、現代起亞、賓士、日產、Stellantis、特斯拉、豐田和福斯。它為相關人員提供了對該動態領域的見解，包括有關OEM電動投資、未來銷售目標以及實現個人目標的藍圖的資訊。

Frost & Sullivan's projection indicates that the global EV market will record over 44% year-on-year unit sales growth in 2023. China, Europe, and North America will be important contributors to this surge. Increased focus on reducing carbon emissions will drive EV demand in coming years. OEMs have been rushing to gain a share of the competitive EV market through fresh launches and extensive investments for future growth.

Top EV OEMs BYD, Tesla, and Volkswagen will sell 5.7 million EVs in 2023, up from 4 million in 2022. Rising demand-expected to multiply several times by the decade's end-proves to OEMs that EVs are the way to go. As such, OEMs are announcing enormous investments in EV development to secure the top spot in EV sales.

Most investments are toward securing the future supply chain of critical materials/products necessary for EV production and co-development of technological innovations. In addition, OEMs understand the importance of making EVs per customer requirements. This has prompted them to adopt localized development and manufacturing strategies to capture competitive markets like China. A few OEMs are also working to improve their charging infrastructure network to ease EV charging. However, charging infrastructure deployments still need to catch up to the required numbers.

Region-wise, many OEMs have announced investments in North America due to favorable government policies and a surge in EV demand. The region will likely attract considerable investments in the coming years. We expect two other key markets, China and Europe, to register moderate to high investments.

In this report, Frost & Sullivan discusses EV investments by OEMs and their sales in global markets. With 2022 as the base year, the study period is 2022-2030 and the forecast period is 2023-2030. The geographic scope is North America, China, and Europe. OEMs profiled are BMW, Ford, General Motors, Honda, Hyundai-Kia, Mercedes-Benz, Nissan, Stellantis, Tesla, Toyota, and Volkswagen. We include information about OEMs' electrification investments, future sales targets, and roadmaps to achieve the individual targets to provide stakeholders insights into this dynamic space.