The whole world economy is rolling due to the global pandemic of COVID-19.
COVID-19, known as 'Wuhan Pneumonia', has stopped the time of the world economy. Starting with the Republic of Korea where many companies had to have their employees work from home, the entire world dissuaded the people from going out at the government level. Due to this cause, consumption naturally ceased, and the use of transportation means was also noticeably reduced. In addition to those, extreme measures were also taken, including the suspension of producing vehicles itself at automobile plants and the like. Accordingly, major governments, including the United States and other countries, as well as Korea, are rushing to provide emergency funding for COVID-19.
SNE Research conducted an urgent update to this report in response to the demand of the market to newly predict fluctuations of market outlook related to this. Based on the confrontational policies of major automakers as of March this year, it is expected that supply chains of parts will be stopped for 3 months in major markets, such as Europe and the US, where the pandemic of COVID-19 is serious, and that recovery efforts will be made on this. Even in the demand side, other than the supply one, the market outlook values had to be adjusted in anticipation of a scenario that it would take some time to restore the market.
This report updated the market outlook by combining the aforementioned scenario with the existing forecasted mid- & long-term values. In addition, unlike in the past case where the growth of the energy amount per unit of secondary batteries for EVs was supported only with the overall average, it provided more specific growth data on the secondary battery market size by supporting with the average for each major automobile manufacturer.
We hope this report will be helpful to those concerned in the secondary battery and EV industries, research and securities business circles, academia, etc. Furthermore, we also hope that COVID-19 will end soon and that you will take care of your health.
1.1 The Impact of COVID-19 on EV
2. Mid-to-Long Term Market Outlook for Electric PVs (BEV+PHEV) ------ 20
2.1 Market Outlook for Electric PVs
2.2 Outlook by Electric PV Maker
2.3 Detailed Outlook by Top Maker
3. Electric PV Market Outlook by Region -------------------- 72
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 ---------------------------------- 103
4.1 Outlook for Electric BUS Market
4.2 Outlook for Electric BUS Market by Region
5. Outlook for Electric TRUCK Market ----------------------------- 112
5.1 Outlook for Electric TRUCK Market
5.2 Outlook for Electric TRUCK Market by Region
6. Outlook for LiB Market and Selling Price -----------121
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 Battery Market for EVs -------------------- 125
7.1 Demand Outlook for xEV Battery
7.2 Demand Outlook for xEV PV Battery
7.3 Demand Outlook for xEV CV Battery
7.4 Demand Outlook for xEV BUS Battery
7.5 Demand Outlook for xEV Truck Battery
7.6 Outlook for Battery Demand by xEV Maker (PV)
8. Outlook for Battery Demand by Car Maker --------- 133
8.1 Outlook for Battery Demand by Global OEM Maker (PV)
8.2 Outlook for Battery Demand by Chinese Maker (PV)
9. Supply Outlook by LiB Maker ---------------------------- 155
9.1 Battery Supply Outlook by Country of Manufacture
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 and other Makers
10. Mid-to-Long Term Outlook for Battery Supply and Demand ------------ 171
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 and EV Promotion Policy -------- 179
1.1 Supply Target of EVs by Leading Country
1.2 Declaration of Exit of Internal-Combustion Vehicles 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
2. Sales Targets of Major Car Makers for EVs ------------- 195
3. Trend of Major Automobile Makers -------------------------------196