全球xEV市場與電池供需預測(～2035年)

一直受到新冠肺炎 (COVID-19) 影響的電動車市場仍對成長放緩感到擔憂。通用汽車放棄了到 2024 年生產 40 萬輛電動車的計劃，並取消了與本田從 2027 年開始推出電動車的計劃。福特推遲了原計劃與 SK On 建設的第二座二次電池工廠的運作。與 LG Energy Solution 在土耳其建立二次電池合資企業的計劃已被撤回。

在這樣的氛圍下，據說PHEV+BEV電動車市場的成長速度並沒有原來預測的那麼大。這是多種因素的複雜結合，包括意外的全球經濟衰退、利率上升以及鴻溝（新興市場和主流市場之間的需求減少或停滯）。近年來，這一趨勢開始證明汽車製造商專注於混合動力汽車的決定是正確的。

在本報告中，我們研究和分析了全球電動車市場，嘗試預測新的電動車市場以應對市場收縮和未來市場成長，並提供每個地區的市場前景和電池供需預測。

目錄

第1章 全球汽車市場預測

第2章 全球電動車市場預測

• 電力LV(小客車+拾音器)部分預測
• 電動車市場預測
• 電力皮卡車市場預測
• 電動車(小客車+拾音器)的主要OEM預測
  • VW，TESLA，RNM，HKMC，Stellantis，GM，Toyota，Ford，Geely，BMW，Honda，Daimler+中國的主要OEM

第3章 EV市場預測:各地區(LV)

• 美國的EV市場預測
• 北美(除了美國之外)的EV市場預測
• 歐洲的EV市場預測
• 中國的EV市場預測
• 日本的EV市場預測
• 韓國的EV市場預測
• 亞洲(韓國，中國，日本以外的)EV市場預測
• 其他地區(南美，大洋洲，中東·非洲的)EV市場預測

第4章 電力巴士市場預測

• 電力巴士市場預測
• 電力巴士市場預測:各地區

第5章 電力卡車市場預測

• 電力卡車市場預測
• 電力卡車市場預測:各地區

第6章 LIB市場與銷售價格預測

• EV的平均電池容量預測
• EV電池的銷售價格預測
• EV電池的市場規模預測

第7章 xEV電池市場預測

• xEV電池需求預測
• xEV電池(LV)需求預測
• xEV電池(商用)需求預測
• xEV電池(商用 - 巴士)需求預測
• xEV電池(商用 - 卡車)需求預測
• xEV電池需求預測:各地區

第8章 電池需求預測:汽車各製造廠商(LV)

• 電池需求預測:全球OEM各製造廠商(LV)
• 面向電池需求預測:中國各製造廠商(中國需求)

第9章 供給預測:LIB各製造廠商

• 電池供給預測:製造各國
• 電池供給預測:生產各地區
• 韓國製造商預測
• 日本製造商預測
• 中國製造商預測
• 歐洲製造商預測
• 美國製造商預測

第10章 電池供需中長期性的預測

• 全球中長期性的供需預測
• 中國的中長期性的供需預測
• 全球中長期性的供需預測(中國以外)
• 歐洲中長期性的供需預測
• 北美中長期性的供需預測

附錄

第1章 全球汽車法規與EV推動政策

第2章 主要OEM的EV銷售額目標

第3章 主要OEM趨勢

The electric vehicle market, which had been in the dark clouds of COVID-19, is still concerned about slowing growth. GM abandoned the plan to produce 400,000 electric cars by 2024, and also canceled the plan to launch electric cars with Honda from 2027. Ford delayed the operation of secondary battery cell plant 2 which is planned to build with SK On. The plan to establish a secondary battery joint venture in Turkey, which was being pursued with LG Energy Solution, was withdrawn.

In this atmosphere, it is said that the growth rate of PHEV + BEV electric vehicle market is not as big as originally expected. There are a number of complex reasons for this, such as the unexpected global economic downturn, interest rate hikes, and Chasm, which states a decline in demand or stagnation between the initial and mainstream markets. Recently, thanks to this trend, it has begun to say that the choice of car makers focused on hybrids was right.

If so, what will happen to the growth of the EV market? SNE Research has attempted to forecast a new EV market for market contraction and future market growth. In addition to the EV market, the total vehicle market tally was also revised from the beginning.

We hope this report may help those who are in the secondary battery and electric vehicle industry.

Table of Contents

1. Global Automotive Market Outlook

2. Global Electric LV(Light Vehicle) Market Outlook

• 2.1. Electric LV(Passenger + Pick-up) Portion Outlook
• 2.2. Electric Passenger Car Market Outlook
• 2.3. Electric Pick-up Market Outlook
• 2.4. Electric LV(Passenger + Pick-up) Major OEM Outlook
  • VW, TESLA, R-N-M, HKMC, Stellantis, GM, Toyota, Ford, Geely, BMW, Honda, Daimler + China Major OEM

3. EV Market Outlook by Region (LV)

• 3.1. Outlook for EV Market in USA
• 3.2. Outlook for EV Market in North America (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 EV Market in Asia (excl. Korea, China, Japan)
• 3.8. Outlook for EV Market in Other Regions (South America, Oceania, Middle East, Africa)

4. Electric BUS Market Outlook

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

5. Electric TRUCK Market Outlook

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

6. LIB Market and Selling Price Outlook

• 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. xEV Battery Market Outlook

• 7.1. Demand Outlook for xEV Battery
• 7.2. Demand Outlook for xEV Battery (LV)
• 7.3. Demand Outlook for xEV Battery (Commercial)
• 7.4. Demand Outlook for xEV Battery (Commercial - BUS)
• 7.5. Demand Outlook for xEV Battery (Commercial - Truck)
• 7.6. Demand Outlook for xEV Battery by Region

8. Battery Demand Outlook by Car Maker (LV)

• 8.1. Battery Demand Outlook by Global OEM Maker (LV)
• 8.2. Battery Demand Outlook by Chinese Maker (Demand for China)

9. Supply Outlook by LIB Maker

• 9.1. Battery Supply Outlook by Manufacturing Country
• 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 Makers
• 9.7. Outlook for US Makers

10. Mid/Long-term Outlook for Battery Supply & Demand

• 10.1. Global Mid/Long-term Supply and Demand Outlook
• 10.2. Mid/Long-term Supply and Demand Outlook in China
• 10.3. Global Mid/Long-term Supply and Demand Outlook (excl. China)
• 10.4. Mid/Long-term Supply and Demand Outlook in Europe
• 10.5. Mid/Long-term Supply and Demand Outlook in North America

Appendix

1. Global Automobile Regulation & EV Promotion Policy

• 1.1. Timeline of ICE Phase-out by Leading Countries
• 1.2. Declaration of ICE Phase-out in Major Cities
• 1.3. Automobile Regulation and EV Promotion Policy by Leading Countries
  • 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
  • 1.3.4. Major Countries' EV Subsidy Policies

2. EV Sale Target by Major OEMs

3. Trend of Major OEMs