<2021.1H> Global xEV Market and Battery Supply & Demand Outlook (~2030)
One year chaotic with COVID-19 has passed. Nevertheless,
the worldwide epidemic of COVID-19 did not stop; thereby, the shock, especially
received by the automobile industry among various industries, was very great.
In 2020, for the vehicle sales performance,
there were many cases showing degrowth, compared to the previous year. As CORONA-19
became prolonged, automakers, not expecting an increase in car sales, started
to order a smaller amount of automotive semiconductors, compared to the
previous year. However, actual demand for automobiles greatly exceeded the
expectations of car makers, which contributed to the current supply and demand problems
on semiconductors for automobiles.
As time passes, the automobile market will
recover the same market size as it used to be, but the market size of internal-combustion
engines is expected not to be the same as before. It’s because following after
Elon Musk's Tesla, Volkswagen in Germany has also begun to adopt aggressive electrification
policies. Both companies have ever announced their own electrification policies
and technology directions through the events, like the “Battery Day” and the “Power
Day”, respectively.
Hyundai-Kia Motors also announced their
full-scale entry into the electric vehicle (EV) era by releasing Ioniq 5 and
EV6 – which are using “E-GMP”, their own modular platform. All are currently pursuing
the electrification business without any agitations even in the COVID-19
situation.
In the report, the “Global xEV Market and
Battery Supply & Demand Outlook, which was newly updated this time, we subdivided
the EV market, which will grow after the end of COVID-19 in the future, into manufacturers
and regions for the finished cars. In addition, we conducted an analysis on the
supply diversification and demand & supply – which will occur in the future
– for secondary batteries.
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.
1.Outlook for Global Automobile Market----------------------------------------------------------- 6
2. Mid-to-Long Term Market Outlook for Electric PVs (BEV+PHEV) ------------------------ 11
2.1 Market Outlook for Electric PVs
2.2 Outlook for Proportion of EV
2.3 Outlook for Electric PVs by OEMs
2.4 Sales Outlook by Top OEMs
- VW, Toyota, Renault-Nissan, TESLA, HKMC,GM,HONDA,PSA, Geely, FCA, FORD, Daimler, BMW
3. Electric PV Market Outlook by Region -----------------------------------------------------------59
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 ------------------------------------------------------------------88
4.1 Outlook for Electric BUS Market
4.2 Outlook for Electric BUS Market by Region
5. Outlook for Electric TRUCK Market --------------------------------------------------------------97
5.1 Outlook for Electric TRUCK Market
5.2 Outlook for Electric 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 Battery Market for EVs ----------------------------------------------------------- 110
7.1 Demand Outlook for xEV Battery
7.2 Demand Outlook for Electric PV Battery
7.3 Demand Outlook for Electric CV Battery
7.4 Demand Outlook for Electric BUS Battery
7.5 Demand Outlook for Electric Truck Battery
7.6 Demand Outlook for xEV Battery by Region
8. Battery Demand Outlook by Car Maker -------------------------------------------------- 118
8.1 Battery Demand Outlook by Global OEM Maker (PV)
8.2 Battery Demand Outlook by Chinese Maker (PV)
9. Supply Outlook by LIB Maker -------------------------------------------------------------------- 139
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 Makers
9.7 Outlook for USA Makers
10. Mid-to-Long Term Outlook for Battery Supply and Demand ----------------- 159
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 ]
Global Automobile Regulation and EV Promotion Policy ------------------------------ 165
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 --------------------------------------------------- 182
3. Trend of Major Automobile Makers ----------------------------------------------------------- 183