電動汽車電機通信控制器市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

主要亮點

• 電動汽車電機通信控制器市場目前價值 5.4607 億美元，預計未來五年將以 19.48% 的複合年增長率增長，達到 13.2962 億美元。
• COVID-19 大流行影響了世界上幾乎所有行業。 然而，由於每年電動汽車的持續需求和銷售等因素，電動汽車功率逆變器市場的需求正在顯著增長。 例如，儘管受到疫情影響，乘用車等電動汽車銷量在亞太、歐洲等地區各國均呈現正增長。
• 從長遠來看，由於各國政府大力投資電動汽車項目，預計市場將會增長。 隨著政府鼓勵汽車製造商和客戶生產和引進電動汽車，這將是電動汽車電機控制器製造商的機會。 電動汽車需求的增長預計也將增加用於電動汽車的組件的銷量，例如電機通信控制器。
• 雖然這一變化並未導致內燃機汽車銷量低迷，但它為現在和未來的電動汽車創造了一個充滿希望的市場。 為應對這些趨勢，一些汽車製造商增加了電動汽車及相關零部件的研發費用，而另一些汽車製造商則開始專注於推出新產品以獲得市場份額，最終導致市場失靈。這將推高對電動汽車的需求。 例如

主要市場趨勢

電動汽車銷量增長

• 2021 年全球電動汽車銷量將達到 897 萬輛，大大超過 2020 年的銷量。 本卷包括乘用車、商用車、卡車和推進類型等所有細分市場。
• 世界範圍內正在開展一項運動，以加快乘用車電動汽車的普及，並逐步淘汰配備內燃機的傳統汽車。 平均燃油價格的上漲反映出歐洲的電動汽車註冊份額高於世界其他地區。 因此，由於燃料價格上漲，電動汽車的大規模採用有望促進全球業務。
• 插電式混合動力汽車 (PHEV) 和純電動汽車 (BEV) 的全球銷量不斷增長也是推動電動汽車需求的重要因素。 世界各地的製造商一直在推動對電動汽車的需求。
• 例如，現代汽車在 2021 財年末在全球售出了 313,926 輛汽車。 該銷售統計數據與之前相比下降了 17%。 此外，現代汽車的汽車部門增長迅速，電動汽車銷量幾乎翻了一番。 因此，BEV 銷量達到 11,447 輛，增長 105%。 此外，插電式電動汽車總計14,693輛，同比增長58%。
• 大眾汽車集團（包括大眾汽車、奧迪、保時捷、斯柯達和西雅特）在 2022 年第一季度的 BEV 細分市場淨銷量為 99,100 輛。 這是一個快速增長，同比增長率為 65.2%。 2021 年，大眾汽車集團的插電式電動汽車銷量將達到 762,400 輛，創歷史新高。

亞太地區主導市場

• 由於 COVID-19 大流行導致半導體供應短缺導致全球汽車銷量下滑，越來越多的人選擇更清潔的汽車，因此去年中國的電動汽車銷量猛增 154%。 在中國，電動汽車製造商的銷量將從 2020 年的 130 萬輛和 2019 年的 120 萬輛增加到 2021 年的 330 萬輛。
• 由於需求增加、投資增加、支持設施和立法得到改善以及技術進步，該國的新能源汽車行業正在蓬勃發展。 中國政府希望到 2025 年所有汽車銷量的 20% 為電動汽車，包括採用新能源汽車作為政府的下一代車輛。
• 中國是世界上發展最快的電動汽車市場之一，估計有 500 家電動汽車製造商湧入這個世界上最大的汽車市場。 作為其工業總體規劃“中國製造 2025”的一部分，中國政府建議蔚來汽車、小鵬汽車和理想汽車等國內品牌增加市場份額。
• 中國的電動汽車 (EV) 行業自成立以來在政府法規和激勵措施的推動下發展壯大。 也就是說，隨著電動汽車領域的發展，推動力更加重視公共權力。 因此，中國財政部於 2022 年 1 月宣布將在年底前終止所有補貼，並將今年的電動汽車補貼削減 30%。 這些措施可能會阻礙市場發展。
• 原始設備製造商正在進行新技術投資，例如製造電動汽車電池和組件。 例如，中航鋰電武漢動力及蓄電池生產基地二期工程於2022年6月竣工。 該項目是武漢首個大型電動汽車電池項目，總建設成本達220億元人民幣。
• 該地區的另一個國家/地區印度正在電動汽車銷售方面迎頭趕上。 印度將在 2021 年銷售 3,29,190 輛電動汽車，比上一年的 1,22,607 輛增長 168%。 印度的旅行電動汽車貿易繼續增長，到 2021 年將大幅增加到 14,800 輛。
• 為了達到國際排放標準並促進快速城市化的電動汽車，印度政府採取了多項措施來鼓勵國內電動汽車的生產和使用。
• 國家電動汽車任務計劃 (NEMMP) 和混合動力汽車和電動汽車在印度的快速採用和製造（FAME I 和 II）幫助激發了人們對電動汽車的早期興趣和接觸。 例如，在 FAME 的第二階段，政府宣佈到 2022 年將支出 14 億美元。 這一階段將補貼7090輛電動公交車、50萬輛電動三輪車、55萬輛電動乘用車和100萬輛電動摩托車，重點是公共和共享交通電動化。我來了。
• 印度政府正在為電動汽車製造商和消費者提供免稅和補貼，以促進該國的電動汽車行業發展。 根據分階段製造提案，政府對電動汽車製造中使用的零部件徵收 15% 的關稅，對進口鋰離子電池徵收 10% 的關稅。
• 印度的電動汽車行業正在加速發展，允許 100% 的外國直接投資、新的生產基地和更多的充電基礎設施。 推動印度電動汽車行業發展的其他因素包括聯邦政府補貼和支持印度製造的電動兩輪車更高折扣的政策，以及 ACC 電池存儲製造的本地化程度提高。 政府法規和政策的改善也推動了市場的增長，例如在印度經營電動汽車充電站不需要許可證。
• 隨著電動汽車在印度的銷量不斷增長，汽車製造商正在投資開發新技術和提高產能以滿足對新能源汽車的需求。需求應運而生。

競爭格局

電動汽車電機通信控制器市場得到整合，包括知名品牌。

LG INNOTEK、Tesla Inc、Mitsubishi Electric Corporation、Ficosa Corporation、EFACEC Power Solutions SGPS, S.A.、Engie SA、Siemens AG 是市場上的一些主要參與者。 主要參與者的產品創新正在幫助市場。

例如，2022年12月，LG Innotek宣布將首次展出其無線電池管理系統（無線BMS）、DC/DC轉換器、電動汽車充電通信控制器等電動汽車解決方案。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 調查先決條件
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

• 市場驅動因素
• 市場製約因素
• 波特的五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 類型
  • 交流電機
  • 直流電機
• 車輛類型
  • 乘用車
  • 商用車
• 推進方式
  • 電瓶車
  • 插電式混合動力車
  • 燃料電池汽車
• 按地區細分
  • 北美
    • 美國
    • 加拿大
    • 墨西哥
    • 其他北美地區
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 意大利
    • 俄羅斯
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 韓國
    • 澳大利亞
    • 其他亞太地區
  • 世界其他地方
    • 南美洲
    • 中東和非洲

第6章競爭格局

• 供應商市場份額
• 公司簡介
  • LG INNOTEK
  • Tesla Inc
  • Mitsubishi Electric Corporation
  • Ficosa Corporation
  • EFACEC Power Solutions SGPS, S.A
  • Engie SA
  • Siemens AG
  • ABB ltd.
  • Vector Informatik GmbH
  • Robert Bosch GmbH
  • Schneider Electric SE

第7章 市場機會與今後動向

Key Highlights

• Currently, the electric vehicle motor communication controller market is valued at USD 546.07 million and is expected to reach USD 1329.62 million over the next five years at a CAGR of 19.48%.
• The COVID-19 pandemic affected almost every industry around the globe; however, the demand for the electric vehicle power inverter market is growing significantly, owing to factors such as the continuous demand and sales of electric vehicles every year. For instance, despite the pandemic, the sales of electric vehicles, such as passenger cars, have shown positive growth in various countries in the regions, such as Asia-Pacific and Europe.
• Over the long term, the market is expected to grow due to the governmental efforts in various countries that are spending heavily on electric mobility projects, which will provide an opportunity for electric vehicle motor controller manufacturers as governments are encouraging auto manufacturers and customers to produce and adopt electric vehicles. The rise in the demand for electric vehicles is also expected to increase the sales of the components used in electric vehicles, such as motor communication controllers.
• Though change has not resulted in a slump in IC engine vehicle sales, it created a promising market for electric vehicles in the present and future. The above trend has propelled some automakers to increase their expenditure on R&D in electric vehicles and associated components, while others have started focusing on launching new products to capture the market share, eventually pushing the demand in the market. For instance,

Key Market Trends

Increasing Sales of Electric Vehicles

• Global EV sales were 8.97 million units in 2021, significantly higher than sales figures in 2020. The volume includes all segments, including passenger vehicles, commercial vehicles, trucks, and propulsion types.
• The movement to accelerate the adoption of passenger electric cars and phase out traditional vehicles with internal combustion engines is gaining traction worldwide. The increase in average fuel prices reflects the fact that Europe has a higher share of new electric car registrations than other parts of the world. Hence, the mass adoption of electric vehicles, owing to rising fuel prices, is expected to increase business globally.
• The market studied is driven by the increasing sales of plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs) globally, which has also remained a significant cause for bolstering electric vehicle demand. Manufacturers around the globe have consistently driven the demand for electric vehicles.
• For instance, during the end of FY21, Hyundai sold 313,926 cars globally. The sales statistics stood at a drop of 17% compared to previous years. Moreover, Hyundai observed that its automotive segment witnessed a sharp rise, with almost doubled sales figures for its all-electric cars. This, in turn, makes its sales figure for its BEV to stood at 11,447 units, with a rise of 105%. In addition, plug-in electric cars increased to 14,693 units to 58% year and year growth.
• In Q1, 2022, Volkswagen Group, which includes Volkswagen, Audi, Porsche, Skoda, and SEAT, reported net sales of 99,100 units under its BEV segment. This showcases a steep rise of 65.2 % year-on-year growth rate. In FY2021, Volkswagen Group sold a record-breaking number of plug-in electric vehicles, roughly 762,400 units.

Asia-Pacific is Dominates the Market

• Electric vehicle sales in China increased by 154% last year as more people chose cleaner vehicles, despite the global auto sales slump caused by the COVID-19 pandemic's shortage of semiconductor supplies. In China, manufacturers of electric vehicles sold 3.3 million units in 2021, up from 1.3 million in 2020 and 1.2 million in 2019.
• The nation's NEV sector is advancing due to rising demand, investments, improved supportive facilities and legislation, and technological advancements. By 2025, the Chinese government wants 20% of all vehicle sales to be electric, including adopting NEVs as the government's next vehicle generation.
• China has one of the fastest-growing electric vehicle markets in the world, with an estimated 500 electric car manufacturers flooding the world's largest vehicle market. The Chinese government encourages domestic brands like Nio, Xpeng, and Li Auto to increase their market share as part of the Made in China 2025 industrial master plan.
• Since its inception, China's electric vehicle (EV) industry has grown thanks to government regulations and incentives. Be that as it may, given the colossal extension of the EV area, the impetuses put a huge weight on the public authority. Consequently, China's Finance Ministry announced in January 2022 that all subsidies will be eliminated by the end of the year and that EV subsidies will be reduced by 30% this year. Such measures could obstruct market development.
• OEMs are making new technological investments, like manufacturing EV batteries and components. For instance, China Lithium Battery Technology Co., Ltd.'s (CALB) Wuhan power and energy storage battery production site's second phase was completed in June 2022. It is Wuhan's first significant EV battery project, costing 22 billion CNY.
• Another country in the region, India, is catching up on sales of electric vehicles. In India, 3,29,190 electric vehicles were sold in 2021, a 168% increment over the 1,22,607 units sold the earlier year. Traveler electric vehicle deals in India significantly increased in 2021 to 14,800 units and are still indicating development.
• To meet international emission standards and foster e-mobility in the wake of rapid urbanization, the Indian government has taken several steps to encourage the production and use of electric vehicles in the country.
• The National Electric Mobility Mission Plan (NEMMP) and Faster Adoption and Manufacturing of Hybrid & Electric Vehicles in India (FAME I and II) helped create the initial interest and exposure to electric mobility. For instance, in phase two of FAME, the government announced an outlay of USD 1.4 billion through 2022. This phase focuses on the electrification of public and shared transportation by subsidizing 7,090 e-buses, 500,000 electric three-wheelers, 550,000 electric passenger vehicles, and 1,000,000 electric two-wheelers.
• To promote the domestic electric vehicle industry, the Indian government has provided tax exemptions and subsidies to EV manufacturers and consumers. As per the phased manufacturing proposal, the government has imposed a 15% customs duty on parts used to manufacture electric vehicles and 10% on imported lithium-ion cells.
• With 100 percent FDI allowed, new production centers, and a greater drive to improve charging infrastructure, India's electric vehicle sector is picking up speed. Other development factors for the Indian EV sector include federal subsidies and policies supporting more significant discounts for Indian-made electric two-wheelers and a localized ACC battery storage manufacturing boost. Improved government regulations and policies, like no license required to operate EV charging stations in India, further aid the market's growth.
• With the increasing sales of electric vehicles in India, automakers are investing in developing new technologies and increasing their production capacities to accommodate the demand for new energy vehicles, creating the need for electric vehicle motor communication controllers.

Competitive Landscape

The electric vehicle motor communication controller market is consolidated, and it includes well-established brands. LG INNOTEK, Tesla Inc, Mitsubishi Electric Corporation, Ficosa Corporation, EFACEC Power Solutions SGPS, S.A., Engie SA, Siemens AG, and others are some key players in the market. Product innovations are aiding the market by major players.

For instance, in December 2022, LG Innotek announced that it would exhibit wireless battery management systems (wireless BMS), DC/DC converters, electric vehicle communication controllers for charging, and other electric vehicle solutions for the first time.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Type
  • 5.1.1 AC Motor
  • 5.1.2 DC Motor
• 5.2 Vehicle Type
  • 5.2.1 Passenger Cars
  • 5.2.2 Commercial Vehicles
• 5.3 Propulsion Type
  • 5.3.1 Battery Electric Vehicles
  • 5.3.2 Plug-in Hybrid Electric Vehicles
  • 5.3.3 Fuel Cell Electric Vehicles
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
    • 5.4.1.4 Rest of North America
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Russia
    • 5.4.2.6 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 South Korea
    • 5.4.3.5 Australia
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 Rest of the World
    • 5.4.4.1 South America
    • 5.4.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 LG INNOTEK
  • 6.2.2 Tesla Inc
  • 6.2.3 Mitsubishi Electric Corporation
  • 6.2.4 Ficosa Corporation
  • 6.2.5 EFACEC Power Solutions SGPS, S.A
  • 6.2.6 Engie SA
  • 6.2.7 Siemens AG
  • 6.2.8 ABB ltd.
  • 6.2.9 Vector Informatik GmbH
  • 6.2.10 Robert Bosch GmbH
  • 6.2.11 Schneider Electric SE

7 MARKET OPPORTUNITIES AND FUTURE TRENDS