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Battery, EV

<2023.1H> Global xEV Market and Battery Supply & Demand Outlook (~2035)

* DB available upon purchase

 

"Battery War"

 

Some of you may have heard of the word, ‘Battery War,’ from media. Smartphones that are literally ubiquitous these days also have battery inside, but with the advent of electric vehicles in this era, battery has become the center of the war.

 

Intensive national policies for electric vehicles implemented by countries around the world can be pointed out as one of the major backgrounds to provoke the battery war. Some developing countries including those in Europe unveiled their plan to ban the sale of new ICE cars till 2035.

 

In this time of rapid change and aggressive market activities, can Europe achieve 100% electrification by their target year? How about other countries? How much electrification can we achieve by 2035?

 

This report provides an overview of how the EV market has developed and its future growth trend till 2035 by different regions and companies.

 

Those who want to utilize the raw data used for the report are also eligible to purchase the DB version which is sold at the same price as the report in the PDF format.

 

We hope this report may help those who are in the secondary battery and electric vehicle industry to get business insight and read the market trend.

 

 


1. Global Automotive Market Outlook  6


2. Global Electric LV(Light Vehicle) Market Outlook 11


     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)  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 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  89

     4.1 Electric BUS Market Outlook 

     4.2 Electric BUS Market Outlook by Region 


5. Electric TRUCK Market Outlook 98

     5.1 Electric TRUCK Market Outlook 

     5.2 Electric TRUCK Market Outlook by Region


6. LIB Market and Selling Price Outlook  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. xEV Battery Market Outlook  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/Long-term Outlook for Battery Supply & Demand 164

    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 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 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   211


3. Trend of Major OEMs  213