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EV

<2021.2H> Global xEV market and Battery supply & demand outlook (~2030)
  • Publishing Date : 2021-11-02
  • Published cycle : Special
  • Page :  216p

 <2021.2H> Global xEV market and Battery supply & demand outlook (~2030) 

Due to COVID-19, along with the economic downturn over the past two years, the impact on the automobile industry has been enormous. Recently, following USA, UK, Australia, and Singapore, South Korea has also planned the ‘With Corona’ period since November and is considering various measures. Despite these difficult circumstances, the global electric vehicle market is growing explosively, expected to accelerate as well in the future.

 Particularly, electric vehicle manufacturers ? including Tesla ? and battery and related material companies are raising the competitiveness of each brand by scrambling to announce their own technological innovation and electrification strategies. Following the ‘Battery Day’, Tesla unveiled its future vision for autonomous driving at AI Day last August. Volkswagen also announced a plan to establish Prismatic Unified Cells, platforms, and cell factory by 2030, and asserted an active investment strategy to realize Carbon Neutrality by 2040. Hyundai Motor Group and Toyota are concentrating on the development of hydrogen fuel cell systems as well as electric vehicles; Hyundai's IONIQ5 and Kia's EV60 are being nominated as finalists for the 2022 German Car of the Year, receiving a favorable evaluation from the world. In the battery sector, all three domestic battery makers are expected to continuously remain strong.

 In this updated report, ‘Global xEV Market and Battery Supply & Demand Outlook’, the rapidly growing electric vehicle market is discussed in detail by forecasting the situation after the end of COVID-19 or ‘With Corona’. Furthermore, the outlook for EV battery markets and supply & demand was analyzed, and it briefly provides EV-related policies in major countries and xEV strategies of major automakers.

 We hope this report will be helpful to those who will read this report, including persons concerned in the secondary battery and EV industry, and the like, and wish that COVID-19 will rapidly end and that the market will be recovered.

 

 

 

 

[Contents]

1. Outlook for Global Automobile Market ---------------------------------------- 6 

     

2. Outlook for Global xEV Market ---------------------------------- 11

    2.1 Outlook for Electric PV Market

    2.2 Outlook for Electric Pick-up Market

    2.3 Outlook for Electric LV (Passenger + Pick-up) Portion

    2.4 Outlook for Major Electric LV (Passenger + Pick-up) OEMs

           - VW, TESLA, R-N-M, HKMC, GM, Stellantis, Toyota, Ford, Geely, 

            Honda, BMW, Daimler + China Major OEM

 

3. Outlook for EV Market by Region (LV) ----------------------------- 58

    3.1 Outlook for EV Market in USA

    3.2 Outlook for EV Market in North American (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 Other EV Markets 

 

4. Outlook for Electric BUS Market --------------------------------------------- 93

    4.1 Outlook for e-BUS Market

    4.2 Outlook for e-BUS Market by Region

 

5. Outlook for Electric TRUCK Market ---------------------------------------- 102

    5.1 Outlook for e-TRUCK Market  

    5.2 Outlook for e-TRUCK Market by Region

 

6. Outlook for LIB Market and Selling Price ----------------------------------------- 110

    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. Outlook for xEV Battery Market ------------------------- 114

    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) ---------------------- 122

    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 --------------------------------------- 148

    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-to-Long Term Outlook for Battery Supply and Demand ------------------------------- 166

    10.1 Outlook for Global Mid-to-Long Term Supply and Demand

    10.2 Outlook for Mid-to-Long Term Supply and Demand in China

    10.3 Outlook for Global Mid-to-Long Term Supply and Demand (except China)

    10.4 Outlook for Mid-to-Long Term Supply and Demand in Europe

    10.5 Outlook for Mid-to-Long Term Supply and Demand in North America 

 

[Appendix]

1. Global Automobile Regulation & Electric Vehicle Promotion Policy -------------------- 172

    1.1 Supply Target of EVs by Leading Country

    1.2 Declaration of ICE Exit in Major Cities

    1.3 Automobile Regulation and EV Promotion Policy by Leading Country

      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. Sales Targets of Major Car Makers for EVs ---------------------- 196

 

3. Trends of Major Automobile Makers ----------------------------------- 197

 

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