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全球電動車製造生態系統的策略性洞察： OEM策略、不斷提升的自動化和 AI 整合、循環經濟原則 - 預測至 2035 年
市場調查報告書
商品編碼
1647380

全球電動車製造生態系統的策略性洞察： OEM策略、不斷提升的自動化和 AI 整合、循環經濟原則 - 預測至 2035 年

Strategic Insights Into The Global EV Manufacturing Ecosystem OEM Strategies, Advancements in Automation and AI Integration, and Circular Economy Principles - Global Forecast To 2035
出版日期: | 出版商: MarketsandMarkets | 英文 125 Pages | 訂單完成後即時交付

價格

電動車市場規模預計將從 2024 年的 15,707,000 輛成長到 2035 年的 46,315,000 輛，複合年成長率為 10.3%。

電動車製造商的未來將由向模組化、可擴展的組裝平台的轉變所決定，這種轉變可以實現更快的生產和客製化。特斯拉正在為代號為「Redwood」的下一代汽車開發名為「NV9X」的電動車平台，並計劃在內部採用該架構。此外，採用自動化和人工智慧的製造流程將成為主流，從而提高效率並降低成本。預計製造商將擴大採用循環經濟實踐，重點關注電池回收和永續材料。與電池製造商的合作將是關鍵，尤其是對於固態電池和鈉離子電池的進步。此外，電動車製造商將專注於經濟實惠的車型以實現大規模應用，同時推出具有先進連接和自動駕駛功能的高級產品。

研究範圍
調查年份 2024-2035
基準年 2024
預測期 2024-2035
單位數量 單位數量（1,000）
按細分市場 按車型（乘用車、商用車）、按地區
目標區域 中國、亞太地區（中國除外）、北美、歐洲

在政府獎勵、嚴格的排放標準和消費者對電動車日益成長的偏好等因素的推動下，乘用車在中國佔據了主導市場佔有率。中國政府透過免稅、購買獎勵和基礎設施投資等方式大力補貼電動車的普及，使電動車變得更經濟實惠。此外，日益增強的環保意識和電池技術的進步使得電動車對消費者的吸引力越來越大。為了利用這一趨勢，比亞迪、蔚來、吉利和上汽等中國OEM正在雄心勃勃地努力提高電動車的產量。其中包括開發固態和磷酸鋰鐵（LFP）電池等先進電池技術、擴大其全球影響力以及投資智慧製造設施。

各家公司還在探索軟體的整合，包括自動駕駛和車聯網技術，以在擁擠的電動車市場中脫穎而出。此外，我們與全球和國內供應商建立合作夥伴關係以確保鋰和鈷等原料，這凸顯了我們對永續供應鏈的承諾。展望未來，中國OEM正努力透過推出創新車型、擴大生產能力以及滿足國內外對經濟實惠的高階電動車日益成長的需求，引領全球電動車市場。

平台化和平台共用已成為電動車製造商獲得擴充性、成本績效和縮短時間的關鍵技術。開發模組化、靈活的電動車架構，例如大眾的 MEB 平台、現代的 E-GMP 和雷諾的 CMF-EV，使汽車製造商能夠跨多個型號和品牌標準化零件，從而降低生產複雜性並實現規模經濟。現代和起亞的內部平台共用策略最大限度地實現了從主流車輛到豪華車輛各個細分市場的規模經濟。

在雄心勃勃的氣候政策、慷慨的政府獎勵和嚴格的排放氣體法規的推動下，歐洲將成為電動車製造成長最快的市場之一。歐洲OEM正在提高電動車生產能力，主要措施集中在實現碳中和和滿足不斷成長的需求。大眾汽車憑藉其「加速」策略引領潮流，目標到 2030 年實現其在歐洲 80% 的銷量為電動車，並且正在其 PowerCo 部門下屬的電池超級工廠進行大力投資。 BMW承諾在 2030 年實現至少 50% 的銷量為電動車，其「Neue Klasse」平台將為其下一代電動車奠定基礎。在電氣化生產設施和電池開發夥伴關係的支持下，梅賽德斯-奔馳將在條件允許的市場中於 2030 年前實現全電動化。與此同時，Polestar 和 Fiske 等規模較小的OEM正在推出尖端電動車車型，以滿足小眾需求。該地區也受惠於電池供應鏈中強大的生態系統，並得到歐洲電池聯盟等措施的支持，以及對永續電動車製造的可再生能源整合投資。

本報告研究了全球電動車市場，並總結了電動車製造趨勢、區域趨勢以及進入市場的公司概況。

目錄

第 1 章 簡介

第 2 章執行摘要

第3章 電動車市場現狀

  • 介紹
  • 各地區電動車銷量
  • 電動車銷量（依車款）
  • 內燃機和電動車銷售預測
  • 政府監管
  • 政府獎勵和補貼
  • 零排放汽車的關鍵政策與發展目標
  • 零排放汽車的關鍵投資與發展目標
  • 內部生產和OEM外包
  • 電動車電池製造能力

第4章 電動車製造現況及未來趨勢

  • 介紹
  • 設計
  • 原型製作
  • 主要零件製造
  • 組裝
  • 超級工廠的主要進展
  • 千兆廣播的主要發展

第5章 公司簡介

  • TESLA
  • BYD AUTO CO., LTD
  • VOLKSWAGEN AG
  • ZHEJIANG GEELY HOLDING GROUP
  • SAIC MOTOR
  • STELLANTIS NV
  • BMW GROUP
  • HYUNDAI GROUP
  • FORD MOTOR COMPANY
  • GENERAL MOTORS
  • RENAULT GROUP
  • TATA MOTORS LIMITED
  • MAHINDRA & MAHINDRA LTD.
  • TOYOTA MOTOR CORPORATION

第6章 關鍵要點與建議

第7章 附錄

Product Code: AT 9248

The Electric Vehicle market size is projected to grow from 15,707 thousand units in 2024 to 46,315 thousand units by 2035, at a CAGR of 10.3%. The future of EV manufacturers will be shaped by a shift to modular and scalable assembly platforms that enable faster production and customization. Tesla is developing an electric car platform called "NV9X" for their next-generation vehicle, codenamed "Redwood," which will use this architecture internally. Further, Automation and artificial intelligence-driven manufacturing processes will dominate, increasing efficiency and reducing costs. Manufacturers will increasingly integrate circular economy practices, emphasizing battery recycling and sustainable materials. Collaboration with battery manufacturers will be key, especially for the advancement of solid-state and sodium-ion batteries. In addition, EV manufacturers will focus on affordable models to achieve mass adoption, alongside premium offerings with advanced connectivity and autonomous driving capabilities.

Scope of the Report
Years Considered for the Study2024-2035
Base Year2024
Forecast Period2024-2035
Units ConsideredVolume (Thousand Units)
Segmentsby Vehicle type (Passenger Cars and Commercial Vehicles), and Region
Regions coveredChina, Asia Pacific (excl. China), North America, and Europe

"Passenger cars segment is estimated to hold the largest market share during the forecast period."

The passenger car segment dominates market share in China thanks to a combination of government incentives, strict emissions regulations and growing consumer preference for electric vehicles. The Chinese government has heavily subsidized EV adoption through tax exemptions, purchase incentives and infrastructure investment, making EVs more affordable. Further, rising awareness of environmental issues and advances in battery technology have made electric vehicle increasingly attractive to consumers. To capitalize on this trend, Chinese OEMs such as BYD, NIO, Geely and SAIC are ramping up EV production with ambitious initiatives. These include developing advanced battery technologies such as solid-state and lithium iron phosphate (LFP) batteries, expanding global footprints and investing in smart manufacturing facilities. Companies are also looking to integrate software such as autonomous driving and connected car technology to differentiate themselves in the competitive electric vehicle market. Additionally, partnerships with global and domestic suppliers to secure raw materials such as lithium and cobalt underline their commitment to a sustainable supply chain. Looking ahead, Chinese OEMs are striving to lead the global EV market by introducing innovative models, expanding production capacity, and meeting the growing demand for affordable and premium EVs at domestically and internationally.

"Development in EV platformization and platform sharing boosting the EV manufacturing process"

Platformization and platform sharing have emerged as important techniques for electric vehicle manufacturers to acquire scalability, cost performance, and faster time-to-market. By developing modular and bendy EV architectures, inclusive of Volkswagen's MEB platform, Hyundai's E-GMP, and Renault's CMF-EV, automakers can standardize components throughout multiple models and brands, decreasing production complexity and achieving economies of scale. Hyundai and Kia's internal platform-sharing strategy maximizes economies of scale across segments, from mainstream to luxury vehicles. The Electric Global Modular Platform (E-GMP) underpins models like Hyundai Ioniq 5/6/7, Kia EV6, and Genesis GV60. Further, These systems assist various automobile types, together with sedans, SUVs, and even business vehicles, enabling producers to cater to diverse market segments with minimum layout modifications. In May 2024, SAIC Motor and Audi officially signed a cooperation agreement to jointly expand the Advanced Digitized Platform, following a memorandum of information signed in July 2023. This trend not only lowers production costs but also facilitates advancements in battery technology, software integration, and autonomous driving systems, as shared platforms provide a consistent foundation for implementing new features across a wider vehicle lineup. As an end result, platform sharing is poised to accelerate the transition to electrification at the same time as improving profitability and sustainability for producers globally.

"Europe is anticipated to be one of the fastest markets over the forecast period."

Europe is poised to be one of the fastest-growing market for electric vehicle manufacturing, driven by ambitious climate policies, significant government incentives, and stringent emissions regulations. European OEMs are ramping up their EV production capacities, with major initiatives focused on achieving carbon neutrality and meeting surging demand. Volkswagen is leading the charge with its "Accelerate" strategy, targeting 80% EV sales in Europe by 2030 and investing heavily in battery gigafactories under its PowerCo division. BMW is committed to making at least 50% of its sales electric by 2030, with its "Neue Klasse" platform set to underpin its next-generation EVs. Mercedes-Benz is transitioning to an all-electric future by 2030 in markets where conditions allow, supported by its electrified production facilities and partnerships for battery development. Meanwhile, smaller OEMs like Polestar and Fisker are introducing cutting-edge EV models to meet niche demands. The region also benefits from a robust ecosystem of battery supply chains, supported by initiatives like the European Battery Alliance, and investments in renewable energy integration for sustainable EV manufacturing.

  • By Company Type: Tier 1 - 60%, OEM - 40%.
  • By Designation: C Level - 40%, D Level - 35%, and Others - 25%
  • By Region: North America - 20%, Europe - 30%, Asia Pacific (excl. China) - 35%, and China- 15%

Research Coverage:

Future of EV manufacturing market is segmented by vehicle type (Passenger Cars and Commercial Vehicles) and region (China, Asia Pacific (excl. China), Europe, and North America). The market study includes future strategies by OEMs, EV Ecosystem, Current and Future Trends in EV manufacturing and Regulatory Framework.

Reasons to buy this report:

The report will provide market leaders and new entrants with information on the closest approximations of the sales numbers for the EV market and its subsegments. It will also help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies.

The report provides insights on the following pointers:

Technology Analysis: Insights on current and upcoming technologies, future investments, and critical OEMs and supplier strategies. Covered major electric components, technological trends such as the platform sharing, and market players providing these.

  • Market Landscape by vehicle type (Passenger Cars and Commercial Vehicles), by region (China, Asia Pacific (excl. China), Europe, and North America).
  • Supplier Analysis: The report analyzes market players, growth strategies, and product offerings of leading players. It also helps stakeholders understand the strategy of the EV manufacturers and provides information on their recent developments and investments in the market. OEM-wise decarbonization targets are also covered.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 MARKET DEFINITION
  • 1.2 STUDY SCOPE
    • 1.2.1 MARKET SEGMENTATION
    • 1.2.2 INCLUSIONS AND EXCLUSIONS
  • 1.3 RESEARCH METHODOLOGY
  • 1.4 RESEARCH DATA
    • 1.4.1 SECONDARY DATA
      • 1.4.1.1 Secondary sources
    • 1.4.2 PRIMARY DATA
    • 1.4.3 RESEARCH LIMITATIONS

2 EXECUTIVE SUMMARY

  • 2.1 ELECTRIC VEHICLE PLATFORMIZATION
  • 2.2 CIRCULAR ECONOMY STRATEGIES
  • 2.3 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE
  • 2.4 ELECTRIC VEHICLE MARKET, BY REGION
  • 2.5 CONCLUSION

3 ELECTRIC VEHICLE MARKET LANDSCAPE

  • 3.1 INTRODUCTION
  • 3.2 ELECTRIC VEHICLE SALES, BY REGION
  • 3.3 ELECTRIC VEHICLE SALES, BY VEHICLE TYPE
    • 3.3.1 PASSENGER CARS
      • 3.3.1.1 Availability of subsidies and tax rebates to drive growth
    • 3.3.2 COMMERCIAL VEHICLES
      • 3.3.2.1 Rising demand for efficient long-haul transportation to drive market
  • 3.4 SALES FORECAST FOR ICE AND ELECTRIC MOBILITY
    • 3.4.1 CHINA
    • 3.4.2 ASIA PACIFIC (EXCLUDING CHINA)
    • 3.4.3 EUROPE
    • 3.4.4 NORTH AMERICA
  • 3.5 GOVERNMENT REGULATIONS
  • 3.6 GOVERNMENT INCENTIVES AND SUBSIDIES
  • 3.7 KEY POLICIES AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES
  • 3.8 KEY INVESTMENT AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES
  • 3.9 IN-HOUSE PRODUCTION VS. OUTSOURCING, BY OEMS
  • 3.10 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY
    • 3.10.1 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY, BY COUNTRY, 2021-2025
    • 3.10.2 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY OF KEY PLAYERS, 2030

4 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE MANUFACTURING

  • 4.1 INTRODUCTION
  • 4.2 DESIGN
  • 4.3 PROTOTYPING
  • 4.4 MANUFACTURING OF KEY COMPONENTS
    • 4.4.1 BATTERY
    • 4.4.2 MOTOR
    • 4.4.3 BATTERY MANAGEMENT SYSTEM
  • 4.5 ASSEMBLY
  • 4.6 KEY DEVELOPMENTS IN GIGAFACTORIES
    • 4.6.1 UPCOMING GIGAFACTORIES BY KEY OEMS
      • 4.6.1.1 Tesla
      • 4.6.1.2 BYD
      • 4.6.1.3 CATL
    • 4.6.2 UPCOMING GIGAFACTORIES, BY REGION
      • 4.6.2.1 Europe
        • 4.6.2.1.1 Upcoming gigafactories in Europe, 2027
      • 4.6.2.2 North America
        • 4.6.2.2.1 Upcoming gigafactories in North America, 2027
      • 4.6.2.3 Asia Pacific
        • 4.6.2.3.1 Upcoming gigafactories in Asia Pacific, 2027
  • 4.7 KEY DEVELOPMENTS IN GIGA CASTING
    • 4.7.1 INTRODUCTION
    • 4.7.2 LIST OF GIGA CASTING ADOPTION PLANS BY KEY AUTOMAKERS

5 COMPANY PROFILES

  • 5.1 TESLA
    • 5.1.1 COMPANY OVERVIEW
    • 5.1.2 CIRCULAR ECONOMY STRATEGY
      • 5.1.2.1 Recycled materials/components
    • 5.1.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.1.3.1 Role of AI
      • 5.1.3.2 Digitization/Smart manufacturing factory
    • 5.1.4 PLATFORMIZATION
  • 5.2 BYD AUTO CO., LTD
    • 5.2.1 COMPANY OVERVIEW
    • 5.2.2 CIRCULAR ECONOMY STRATEGY
      • 5.2.2.1 Recycled materials/components
    • 5.2.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.2.3.1 Role of AI
      • 5.2.3.2 Digitization/Smart manufacturing factory
    • 5.2.4 PLATFORMIZATION
  • 5.3 VOLKSWAGEN AG
    • 5.3.1 COMPANY OVERVIEW
    • 5.3.2 CIRCULAR ECONOMY STRATEGY
      • 5.3.2.1 Recycled materials/components
    • 5.3.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.3.3.1 Role of AI
      • 5.3.3.2 Digitization/Smart manufacturing factory
    • 5.3.4 PLATFORMIZATION
  • 5.4 ZHEJIANG GEELY HOLDING GROUP
    • 5.4.1 COMPANY OVERVIEW
    • 5.4.2 CIRCULAR ECONOMY STRATEGY
      • 5.4.2.1 Recycled materials/components
    • 5.4.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.4.3.1 Role of AI
      • 5.4.3.2 Digitization/Smart manufacturing factory
    • 5.4.4 PLATFORMIZATION
  • 5.5 SAIC MOTOR
    • 5.5.1 COMPANY OVERVIEW
    • 5.5.2 CIRCULAR ECONOMY STRATEGY
      • 5.5.2.1 Recycled materials/components
    • 5.5.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.5.3.1 Role of AI
      • 5.5.3.2 Digitization/Smart manufacturing factory
    • 5.5.4 PLATFORMIZATION
  • 5.6 STELLANTIS NV
    • 5.6.1 COMPANY OVERVIEW
    • 5.6.2 CIRCULAR ECONOMY STRATEGY
      • 5.6.2.1 Recycled materials/components
    • 5.6.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.6.3.1 Role of AI
      • 5.6.3.2 Digitization/Smart manufacturing factory
    • 5.6.4 PLATFORMIZATION
  • 5.7 BMW GROUP
    • 5.7.1 COMPANY OVERVIEW
    • 5.7.2 CIRCULAR ECONOMY STRATEGY
      • 5.7.2.1 Recycled materials/components
    • 5.7.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.7.3.1 Role of AI
      • 5.7.3.2 Digitization/Smart manufacturing factory
    • 5.7.4 PLATFORMIZATION
  • 5.8 HYUNDAI GROUP
    • 5.8.1 COMPANY OVERVIEW
    • 5.8.2 CIRCULAR ECONOMY STRATEGY
      • 5.8.2.1 Recycled materials/components
    • 5.8.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.8.3.1 Role of AI
      • 5.8.3.2 Digitization/Smart manufacturing factory
    • 5.8.4 PLATFORMIZATION
  • 5.9 FORD MOTOR COMPANY
    • 5.9.1 COMPANY OVERVIEW
    • 5.9.2 CIRCULAR ECONOMY STRATEGY
      • 5.9.2.1 Recycled materials/components
    • 5.9.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.9.3.1 Role of AI
      • 5.9.3.2 Digitization/Smart manufacturing factory
    • 5.9.4 PLATFORMIZATION
  • 5.10 GENERAL MOTORS
    • 5.10.1 COMPANY OVERVIEW
    • 5.10.2 CIRCULAR ECONOMY STRATEGY
      • 5.10.2.1 Recycled materials/components
    • 5.10.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.10.3.1 Role of AI
      • 5.10.3.2 Digitization/Smart manufacturing factory
    • 5.10.4 PLATFORMIZATION
  • 5.11 RENAULT GROUP
    • 5.11.1 COMPANY OVERVIEW
    • 5.11.2 CIRCULAR ECONOMY STRATEGY
      • 5.11.2.1 Recycled materials/components
    • 5.11.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.11.3.1 Role of AI
      • 5.11.3.2 Digitization/Smart manufacturing factory
    • 5.11.4 PLATFORMIZATION
  • 5.12 TATA MOTORS LIMITED
    • 5.12.1 COMPANY OVERVIEW
    • 5.12.2 CIRCULAR ECONOMY STRATEGY
      • 5.12.2.1 Recycled materials/components
    • 5.12.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.12.3.1 Role of AI
      • 5.12.3.2 Digitization/Smart manufacturing factory
    • 5.12.4 PLATFORMIZATION
  • 5.13 MAHINDRA & MAHINDRA LTD.
    • 5.13.1 COMPANY OVERVIEW
    • 5.13.2 CIRCULAR ECONOMY STRATEGY
      • 5.13.2.1 Recycled materials/components
    • 5.13.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.13.3.1 Digitization/Smart manufacturing factory
    • 5.13.4 PLATFORMIZATION
  • 5.14 TOYOTA MOTOR CORPORATION
    • 5.14.1 COMPANY OVERVIEW
    • 5.14.2 CIRCULAR ECONOMY STRATEGY
      • 5.14.2.1 Recycled materials/components
    • 5.14.3 FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
      • 5.14.3.1 Role of AI
      • 5.14.3.2 Digitization/Smart manufacturing factory
    • 5.14.4 PLATFORMIZATION

6 KEY TAKEAWAYS AND RECOMMENDATIONS

  • 6.1 KEY TAKEAWAYS
  • 6.2 ADVANCEMENTS IN ELECTRIC VEHICLE MANUFACTURING
  • 6.3 DEVELOPMENT OF SMART MANUFACTURING FACILITIES
  • 6.4 SHIFT TOWARD CIRCULAR ECONOMY
  • 6.5 CHINA'S DOMINANCE IN GLOBAL ELECTRIC VEHICLE MARKET

7 APPENDIX

  • 7.1 KEY INSIGHTS FROM INDUSTRY EXPERTS
  • 7.2 DISCUSSION GUIDE
  • 7.3 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 7.4 CUSTOMIZATION OPTIONS
    • 7.4.1 ADDITIONAL COMPANY PROFILES (UP TO 5)
    • 7.4.2 COUNTRY-LEVEL ELECTRIC VEHICLE MARKET, BY PROPULSION (FOR COUNTRIES COVERED IN THE REPORT)
    • 7.4.3 COUNTRY-LEVEL ELECTRIC VEHICLE MARKET, BY BATTERY TYPE (FOR COUNTRIES COVERED IN THE REPORT)
  • 7.5 RELATED REPORTS
  • 7.6 AUTHOR DETAILS

List of Tables

  • TABLE 1 MARKET DEFINITION, BY PROCESS
  • TABLE 2 ANNUAL COST COMPARISON: ICE VEHICLE VS. ELECTRIC VEHICLE MODELS
  • TABLE 3 ELECTRIC VEHICLE MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 4 ELECTRIC VEHICLE MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 5 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 6 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2031-2035 (THOUSAND UNITS)
  • TABLE 7 UPCOMING ELECTRIC PASSENGER CAR MODELS, 2025-2027
  • TABLE 8 ELECTRIC PASSENGER CARS MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 9 ELECTRIC PASSENGER CARS MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 10 UPCOMING ELECTRIC COMMERCIAL VEHICLE MODELS, 2025-2026
  • TABLE 11 ELECTRIC COMMERCIAL VEHICLES MARKET, BY REGION, 2024-2030 (THOUSAND UNITS)
  • TABLE 12 ELECTRIC COMMERCIAL VEHICLES MARKET, BY REGION, 2031-2035 (THOUSAND UNITS)
  • TABLE 13 GOVERNMENT REGULATIONS ON ELECTRIC VEHICLE MANUFACTURING, BY KEY COUNTRY
  • TABLE 14 GOVERNMENT INCENTIVES AND SUBSIDIES BY KEY COUNTRIES
  • TABLE 15 KEY POLICIES AND PRODUCTION TARGETS FOR ZERO-EMISSION VEHICLES BY KEY COUNTRIES
  • TABLE 16 INVESTMENT AND DEVELOPMENT TARGETS FOR ZERO-EMISSION VEHICLES BY KEY OEMS
  • TABLE 17 IN-HOUSE AND OUTSOURCING STRATEGIES ADOPTED BY OEMS ACROSS FUNCTIONS
  • TABLE 18 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE DESIGNING
  • TABLE 19 BENEFITS OF DIGITAL TWINS IN ELECTRIC VEHICLE POWERTRAIN DESIGN
  • TABLE 20 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE PROTOTYPING
  • TABLE 21 BENEFITS OF ELECTRIC VEHICLE PROTOTYPING
  • TABLE 22 CURRENT AND FUTURE TRENDS IN BATTERY MANUFACTURING
  • TABLE 23 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE MOTOR MANUFACTURING
  • TABLE 24 CURRENT AND FUTURE TRENDS IN ELECTRIC VEHICLE ASSEMBLY
  • TABLE 25 ELECTRIC VEHICLE ASSEMBLY TRENDS AND STRATEGIES ADOPTED BY OEMS
  • TABLE 26 TESLA: UPCOMING GIGAFACTORIES
  • TABLE 27 BYD: UPCOMING GIGAFACTORIES
  • TABLE 28 CATL: UPCOMING GIGAFACTORIES
  • TABLE 29 UPCOMING GIGAFACTORIES IN EUROPE
  • TABLE 30 UPCOMING GIGAFACTORIES IN NORTH AMERICA
  • TABLE 31 UPCOMING GIGAFACTORIES IN ASIA PACIFIC
  • TABLE 32 LIST OF GIGA CAST ADOPTION PLANS BY KEY AUTOMAKERS
  • TABLE 33 TESLA: COMPANY OVERVIEW
  • TABLE 34 TESLA: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 35 TESLA: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 36 BYD AUTO CO., LTD: COMPANY OVERVIEW
  • TABLE 37 BYD AUTO CO., LTD: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 38 BYD AUTO CO., LTD: FUTURE PLATFORMS FOR ELECTRIC VEHICLE MODELS
  • TABLE 39 VOLKSWAGEN AG: COMPANY OVERVIEW
  • TABLE 40 VOLKSWAGEN AG: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 41 VOLKSWAGEN AG: FUTURE PLATFORMS FOR ELECTRIC VEHICLE MODELS
  • TABLE 42 ZHEJIANG GEELY HOLDING GROUP: COMPANY OVERVIEW
  • TABLE 43 ZHEJIANG GEELY HOLDING GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 44 ZHEJIANG GEELY HOLDING GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 45 SAIC MOTOR: COMPANY OVERVIEW
  • TABLE 46 SAIC MOTOR: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 47 SAIC MOTOR: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 48 STELLANTIS NV: COMPANY OVERVIEW
  • TABLE 49 STELLANTIS NV: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 50 STELLANTIS NV: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 51 BMW GROUP: COMPANY OVERVIEW
  • TABLE 52 BMW GROUP: RESOURCE EFFICIENCY
  • TABLE 53 BMW GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 54 BMW GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 55 BMW GROUP: CURRENT AND UPCOMING MODELS, BY ELECTRIC VEHICLE PLATFORMS
  • TABLE 56 HYUNDAI GROUP: COMPANY OVERVIEW
  • TABLE 57 HYUNDAI GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 58 HYUNDAI GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 59 HYUNDAI GROUP: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 60 FORD MOTOR COMPANY: COMPANY OVERVIEW
  • TABLE 61 FORD MOTOR COMPANY: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 62 FORD MOTOR COMPANY: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 63 FORD MOTOR COMPANY: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 64 GENERAL MOTORS: COMPANY OVERVIEW
  • TABLE 65 GENERAL MOTORS: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 66 GENERAL MOTORS: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 67 GENERAL MOTORS: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS
  • TABLE 68 RENAULT GROUP: COMPANY OVERVIEW
  • TABLE 69 RENAULT GROUP: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 70 RENAULT GROUP: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 71 RENAULT GROUP: CURRENT AND UPCOMING MODELS, BY ELECTRIC VEHICLE PLATFORMS
  • TABLE 72 TATA MOTORS LIMITED: COMPANY OVERVIEW
  • TABLE 73 TATA MOTORS LIMITED: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 74 MAHINDRA & MAHINDRA LTD.: COMPANY OVERVIEW
  • TABLE 75 MAHINDRA & MAHINDRA LTD.: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 76 MAHINDRA & MAHINDRA LTD.: PLATFORMIZATION DEVELOPMENTS
  • TABLE 77 TOYOTA MOTOR CORPORATION: COMPANY OVERVIEW
  • TABLE 78 TOYOTA MOTOR CORPORATION: NEXT-GENERATION BEV BATTERY DEVELOPMENT
  • TABLE 79 TOYOTA MOTOR CORPORATION: FUTURE PLANS FOR ELECTRIC VEHICLE PRODUCTION
  • TABLE 80 TOYOTA MOTOR CORPORATION: PLATFORMS USED IN ELECTRIC VEHICLE MODELS
  • TABLE 81 TOYOTA MOTOR CORPORATION: CURRENT AND UPCOMING MODELS, BY EV PLATFORMS

List of Figures

  • FIGURE 1 RESEARCH METHODOLOGY MODEL
  • FIGURE 2 BREAKDOWN OF PRIMARY INTERVIEWS
  • FIGURE 3 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE
  • FIGURE 4 ELECTRIC VEHICLE MARKET, BY REGION
  • FIGURE 5 US: BREAKDOWN OF TOTAL COST OF OWNERSHIP FOR KEY ELECTRIC VEHICLE MODELS
  • FIGURE 6 BILL OF MATERIALS FOR ICE AND ELECTRIC VEHICLES, 2024 VS. 2030 (USD THOUSAND)
  • FIGURE 7 ELECTRIFICATION AND SALES TARGETS BY KEY OEMS
  • FIGURE 8 ELECTRIC VEHICLE MARKET, BY REGION, 2024 VS. 2035 (THOUSAND UNITS)
  • FIGURE 9 ELECTRIC VEHICLE MARKET, BY VEHICLE TYPE, 2024 VS. 2035 (THOUSAND UNITS)
  • FIGURE 10 CHINA: ICE AND ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 11 ASIA PACIFIC (EXCLUDING CHINA): ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 12 EUROPE: ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 13 NORTH AMERICA: ICE VS. ELECTRIC VEHICLE SALES, 2024-2035 (MILLION UNITS)
  • FIGURE 14 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY, BY COUNTRY, 2021-2025
  • FIGURE 15 ELECTRIC VEHICLE BATTERY MANUFACTURING CAPACITY OF KEY PLAYERS, 2030
  • FIGURE 16 USE OF MODULAR BODY CONSTRUCTION FOR ELECTRIC VEHICLES
  • FIGURE 17 BATTERY TECHNOLOGY ROADMAP, 2022-2035
  • FIGURE 18 TECHNOLOGY TRENDS FOR E-MOTORS, 2022-2035
  • FIGURE 19 ARCHITECTURES OF WIRED AND WIRELESS BMS
  • FIGURE 20 ELECTRIC VEHICLE ASSEMBLY PROCESS
  • FIGURE 21 TESLA: MANUFACTURING LOCATION
  • FIGURE 22 BYD E4 PLATFORM
  • FIGURE 23 VOLKSWAGEN SCALABLE SYSTEM PLATFORM
  • FIGURE 24 STELLANTIS NV: CIRCULAR ECONOMY MODEL
  • FIGURE 25 STELLANTIS: TECHNOLOGICAL PLATFORM
  • FIGURE 26 BMW GROUP: AVERAGE DISTRIBUTION OF MATERIALS
  • FIGURE 27 TATA MOTORS LIMITED: CIRCULAR ECONOMY FOCUS AREA
  • FIGURE 28 TOYOTA MOTOR CORPORATION: CIRCULAR ECONOMY STRATEGY