In 2022, there was a glimmer of hope for
the global economic rebound as we were all waiting for the end of the COVD19
pandemic. However, here we had other gigantic issues to tackle over the year
and so. Russia, a resource-rich country including nickel, invaded Ukraine
earlier this year and was listed as one of the countries subject to major sanctions
imposed by the Western world. While the Russia-Ukraine War has been still going
on, the Inflation Reduction Act in the US announced in the later half of 2022
was another new issue of the year.
Despite confused and perplexed reactions
from the global market, the advent of IRA delivered a clear message to the
world. One, electric vehicles with secondary batteries will be the center of
the automotive market in future. Second, it should not be sat by and watched regarding
the Chinese influence upon the global market no matter how much China is
involved in the development of future market. This Act started to profoundly
resonate with the supply chain of major secondary battery and material and
parts for electric vehicles.
As mentioned above, electric vehicles
are just about to bear more profound meanings than merely a change in mobility.
In the background, there are a full-swing growth of electric vehicle industry
and deep and broad penetration of electric vehicles. Now, a supply chain of
electric vehicle industry seems to be regarded in many countries as an
industrial leading power and supremacy. At the center of the supply chain,
there exist the K-trio battery makers and OEMs.
This report updated from the previous
ones shows the development path that the electric vehicle market has taken and
provides forecasts on the market growth and potentials by region and
company.
We sincerely hope that those who have
been working in the secondary battery and electric vehicle industries will find
this report useful for their research and business operation.
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)
-------------------------------------------------------------- 56
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
-------------------------------------------------------------------------- 89
4.1 Outlook for e-BUS Market
4.2 Outlook for e-BUS Market by Region
5. Outlook for Electric TRUCK Market ----------------------------------------------------------------------
98
5.1 Outlook for e-TRUCK Market
5.2 Outlook for e-TRUCK Market by Region
6. Outlook for LIB Market and Selling
Price --------------------------------------------------------------- 106
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
--------------------------------------------------------------------------- 110
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) ----------------------------------------------------------- 118
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 ------------------------------------------------------------------------------
145
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 ------------------------------------ 164
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 -------------------- 170
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 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 Business Status in China
1.3.4
Major Countries' EV Subsidy Policies
2. EV Sales Target of Major
Car OEMs ---------------------- 210