電動車 (EV) 區域預測 - 北美：美國和加拿大小型插電式電動車和 EVSE 的預測，按州、地區和大都會區劃分（2023-2032 年）

EV Geographic Forecast - North America: US and Canadian Light Duty Plug-in EV and EVSE Forecasts by State, Province, and Major Metropolitan Area, 2023-2032

出版日期: 2024年01月19日 | 出版商:

Guidehouse Insights | 英文 54 Pages; 67 Tables, Charts & Figures | 訂單完成後即時交付

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簡介目錄圖表

2022 年和 2023 年北美插電式電動車 (PEV) 銷量大幅成長。2023年前三季度，PEV銷量超過2022年總量，2023年第三季美國PEV銷量首度突破30萬輛。目前，純電動車在北美新車市場中佔據著重要地位，隨著該行業向更高水準的電氣化邁進，電動車有望繼續成長。

2022 年通貨膨脹控制法案 (IRA) 將從 2023 年開始修訂清潔車輛信用體系，這將增加 PEV 銷量，特別是如果符合信用資格的本地電池生產和新原材料供應鏈上線的話。有待進一步加強。未來，汽車製造商預計會優先考慮新車，尤其是純電動車（BEV）。對高利率和電池原物料成本波動的擔憂導致汽車製造商重新評估生產目標，但隨著銷售持續成長，部分PEV車型已在2023年降價。

本報告分析了北美電動車（EV）領域的技術創新、激勵政策、車輛供應能力等趨勢，並按國家、州和地區預測了美國和加拿大純電動車的滲透狀況。它還研究了關鍵的市場驅動因素，包括電池組、技術創新、燃油價格、車型可用性和零排放汽車 (ZEV) 要求。它還包括按車輛類型（乘用車和輕型卡車）和動力系統（插電式混合動力電動車（PHEV）和純電動車）劃分的詳細趨勢。此外，我們還將按技術（1級（L1）、2級（L2）、直流快速充電等）和使用案例（車隊、市場、多用途）來了解EVSE（電動車充電設備）的發展趨勢。-單元住房（MUD），我們也預測了單戶住宅（SUD）、SUD共享、工作場所等的詳細趨勢。

Sales of plug-in EVs (PEVs) in North America have seen significant increases in 2022 and 2023. In the first three quarters of 2023, PEV sales exceeded the 2022 total and in the US, the third quarter of 2023 saw more than 300,000 PEVs sold for the first time in a quarter. PEVs are now a significant piece of the North American new vehicle market and poised to continue growing as the industry transitions to greater levels of electrification.

The Inflation Reduction Act of 2022 revised the clean vehicle credit program starting in 2023, and will further strengthen PEV sales, especially as local battery production and new raw material supply chains, which are required to qualify for these credits, come online. Guidehouse Insights expects automakers to prioritize new models, and specifically battery EVs (BEVs). Despite automakers revising their production targets because of concerns about high interest rates and the volatility of battery raw material costs, several PEV models saw price cuts in 2023 as sales continued growing.

This Guidehouse Insights report analyzes EV technology innovations, incentives, policies, and vehicle availability to forecast PEV adoption in the US and Canada on national, state/province, and sub-state/province levels. The forecasts are driven by battery pack and technology innovations, fuel prices, model availability, and zero emissions vehicle (ZEV) mandates. They include passenger car and light truck breakouts in addition to powertrain breakouts by plug-in hybrid EVs (PHEVs) and BEVs. Forecasts for deployment of EV Supply Equipment (EVSE) is also included. EVSE deployments are segmented by technology-Level 1 (L1), Level 2 (L2), and DC fast chargers-and use cases, including fleet, market, multiuse dwellings (MUD), single-use dwelling (SUD), SUD-shared, and workplace.

. Executive Summary

1.1 Introduction
1.2 Market Forecast

2. Market Issues

2.1 Introduction
2.2 Market Drivers, Barriers, and Updates
- 2.2.1 Battery Pack Prices
- 2.2.2 Fuel Prices
- 2.2.3 Automotive OEM PEV Investment
- 2.2.4 Model Availability
- 2.2.5 PEV Policy Environment
- 2.2.6 EVSE Policy Environment

3. Industry Value Chain

3.1 Competitive Landscape
3.2 Pictorial Representation of the Value Chain
3.3 Business Model Evolution
- 3.3.1 Onshoring Production
- 3.3.2 Supply Chain Consolidation

4. Forecast Methodolgy

4.1 Vehicle Analytics and Simulation Tool Model Overview
- 4.1.1 Long-Run Market Share: Competition between Powertrains
- 4.1.2 Fueling Infrastructure and Vehicle Adoption
- 4.1.3 Vehicle Sales Forecast and Model Calibration
- 4.1.4 Geographic Specificity
4.2 The VAST Charger Siting Module Overview

5. Market Forecasts

5.1 Introduction
5.2 US
- 5.2.1 PEV Forecasts
- 5.2.2 EVSE Forecasts
- 5.2.3 State Forecasts
- 5.2.4 Top 10 Metropolitan Areas
5.3 Canada
- 5.3.1 PEV Forecasts
- 5.3.2 EVSE Forecasts
- 5.3.3 Provincial Forecasts
- 5.3.4 Top 10 Metropolitan Areas

6. Conclusions and Recommendations

6.1 Three Big Takeaways
6.2 Recommendations
- 6.2.1 Automakers
- 6.2.2 Governments
- 6.2.3 EVSE Companies and Manufacturers

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes

簡介目錄圖表

List of Tables

LDV Sales by State or Province, North America: 2023-2032
Annual LDV Population by State, North America: 2023-2032
LD PEV Sales by Powertrain, US: 2023-2032
LD PEV Sales by Powertrain, Canada: 2023-2032
LD PEV Sales by State or Province, North America: 2023-2032
LD BEV Sales by State or Province, North America: 2023-2032
LD PHEV Sales by State or Province, North America: 2023-2032
LD PEV Sales by Class, US: 2023-2032
LD PEV Sales by Class, Canada: 2023-2032
LD PEV Sales by Owner, US: 2023-2032
LD PEV Sales by Owner, Canada: 2023-2032
Top 50 Metropolitan Areas in 2032 by LD PEV Sales, US: 2023-2032
Top 10 Metropolitan Areas in 2032 by LD PEV Sales, Canada: 2023-2032
LD PEV Population by Powertrain, US: 2023-2032
LD PEV Population by Powertrain, Canada: 2023-2032
LD PEV Population by State or Province, North America: 2023-2032
LD BEV Population by State or Province, North America: 2023-2032
LD PHEV Population by State or Province, North America: 2023-2032
LD PEV Population by Class, US: 2023-2032
LD PEV Population by Class, Canada: 2023-2032
LD PEV Population by Owner, US: 2023-2032
LD PEV Population by Owner, Canada: 2023-2032
Top 50 Metropolitan Areas in 2032 by LD PEV Population, US: 2023-2032
Top 10 Metropolitan Areas in 2032 by LD PEV Population, Canada: 2023-2032
Charge Points by State or Province, North America: 2023-2032
Charge Points by Technology, US: 2023-2032
Charge Points by Technology, Canada: 2023-2032
Charge Points by Owner, US: 2023-2032
Charge Points by Owner, Canada: 2023-2032
Charge Points by Use Case, US: 2023-2032
Charge Points by Use Case, Canada: 2023-2032
Public Charge Points by State or Province, North America: 2023-2032
Public L2 Charge Points by State or Province, North America: 2023-2032
Public DC Charge Points by State or Province, North America: 2023-2032
Private Non-Fleet Charge Points by State or Province, North America: 2023-2032
Private Non-Fleet L1 Charge Points by State or Province, North America: 2023-2032
Private Non-Fleet L2 Charge Points by State or Province, North America: 2023-2032
Private Fleet Charge Points by State or Province, North America: 2023-2032
Private Fleet L2 Charge Points by State or Province, North America: 2023-2032
Private Fleet DC Charge Points by State or Province, North America: 2023-2032
Top 50 Metropolitan Areas in 2032 by Charge Points, US: 2023-2032
Top 10 Metropolitan Areas in 2032 by Charge Points, Canada: 2023-2032