Global xEV market and Battery supply & demand outlook (2015~2025)

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Author：admin Source：Sino-report Number of clicks ： Update time：2018-06-05 20:21

As Germany, Britain, and France recently announced the policies banning the sales of internal combustion engine-equipped vehicles...

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As Germany, Britain, and France recently announced the policies banning the sales of internal combustion engine-equipped vehicles, following Norway and the Netherlands, policies against the sales of internal combustion engines are spreading across the Europe. As a result, environmentally friendly vehicles are expected to completely replace the predecessor in Europe by 2030 ~2040.

Also, China, which has been leading the electric vehicle market with the policy guaranteeing subsidies for the production of electric vehicles, is committed to implementing a new policy, NEV (New Energy Vehicle) Credit. According to the new policy, the auto makers which produce more than 50,000 units a year should meet an 8% credit requirement.

In the U.S., the auto makers have realized that the fuel efficiency improvement alone wouldn’t be sufficient to satisfy the CAFE standards, and they have to increase the share of electric vehicles in their line-up.

The Japanese and Korean governments will join strengthening policies and support for environmentally friendly vehicles, and India is moving toward 100% electric vehicles by 2030.

Complying with these global requirements and for industrial sustainability, auto makers are preparing to promote the sales of electric vehicles further.

The growth of the electric vehicle market will inevitably increase battery demand. Accordingly, the current global battery makers have been expanding their production capacity, and various European, Chinese, and Japanese makers are expected to launch battery business for electric vehicles.

In particular, the Europe is planning to establish more than two Giga Factories, and small- and medium-sized Chinese battery makers have been upgrading their capacity to meet the national annual production capacity requirement of 8 GWh laid out by the Chinese government.

This report on electric vehicle market and battery supply forecast is prepared based on our electric vehicle sales DB and provide the following information.
- Global auto makers’ sales targets
- Electric vehicle deployment plan of major countries
- Global battery makers’ capacity expansion forecast
Battery types are categorized into prismatic, polymer, and cylindrical battery, and demand and supply balances are analyzed for each category.

In addition, forecast for changes in demand for lithium, nickel, cobalt, and manganese, which are core raw materials for batteries, are provided.

[Contents]
1. Global Automotive Mid- and Long-term Market Forecasts
     1.1 Global Automobile Market Forecast
     1.2 Global Passenger and Electric Vehicle Forecast
        1.2.1 Global Electric Passenger Vehicles Forecast by Type (BEV + PHEV)
        1.2.2 Global Electric Passenger Vehicles Forecast by Type (xEV)
        1.2.3 Electric Passenger Vehicle (xEV) Market Forecast by Region
        1.2.4 Electric Passenger Vehicle Share by Region (xEV)
        1.2.5 Electric Passenger Vehicle Share by Region (BEV + PHEV)
        1.2.6 Driving Range of Electric Passenger BEV
     1.3 Global Bus and Electric Vehicle Forecast
        1.3.1 Electric Bus Market Forecast by Region
            - North America/ Europe / China / Others
     1.4 Global Truck and Electric Vehicle Forecast
        1.4.1 Electric Truck Market Forecast by Region
            - North America/ Europe / China / Others

2. Electric Passenger Vehicle Mid- and Long-term Market Forecast
2.1 Electric Passenger Vehicle (BEV + PHEV) Market Forecast
     2.2 Electric Passenger Vehicle (BEV + PHEV) Sales Forecast by Maker
        2.2.1 Top 10 Electric Vehicle (BEV + PHEV) Makers Forecast
     2.3 Top 10 Makers Forecast (Passenger Vehicles)
        2.3.1 Volkswagen
        2.3.2 Renault-Nissan
        2.3.3 Hyundai-Kia
        2.3.4 Tesla
        2.3.5 Toyota
        2.3.6 GM
        2.3.7  BYD
        2.3.8  Geely
        2.3.9 BMW
   2.3.10  BAIC

3. Electric Passenger Vehicle Forecast by Region
    3.1 The U.S. Electric Passenger Vehicle Market Forecast
    3.2 North America Electric Passenger Vehicle Market Forecast (The U.S. exclusion)
    3.3 Europe Electric Passenger Vehicle Market Forecast
    3.4 China Electric Passenger Vehicle Market Forecast
    3.5 Japan Electric Passenger Vehicle Market Forecast
    3.6 Korea Electric Passenger Vehicle Market Forecast
    3.7 Asia Electric Passenger Vehicle Market Forecast (Korea / China / Japan exclusion)
    3.8 Others Electric Passenger Vehicle Market Forecast

4. Electric Commercial Vehicle Market Forecast
     4.1 Global Electric Commercial Vehicles Forecast
     4.2 Top 15 Electric Commercial Vehicle Makers Forecast by Maker
     4.3 Top 10 Electric Bus Makers Forecast
   4.4 Top 15 Electric Truck Makers Forecast

5. Outlook for LiB market and its selling price
     5.1 Average Battery capacity with regard to vehicle battery by year
     5.2 Market outlook for vehicle and ESS Battery
     5.3 Outlook for the selling price of vehicle Battery
     5.3 Market outlook for vehicle Battery (Amount)

6. Market Outlook of Electric Vehicles and Battery by vehicle makers
     6.1 Top 10 Electric Vehicle Battery Makers Demand Forecast
     6.2 Top 10 Battery Makers Battery Demand Forecast by Maker
        6.2.1  Renault-Nissan
        6.2.2  VW
        6.2.3  GM
        6.2.4  Toyota
        6.2.5  Hyundai-Kia
        6.2.6  Tesla
        6.2.7  Ford
        6.2.8  FCA
        6.2.9  Honda
6.2.10  BYD

7. Supply outlook and trend for each LiB maker
     7.1 Supply outlook for Battery
     7.2 Supply outlook for Battery by country
     7.3 Outlook for Korea maker
     7.4 Outlook for Japan maker
     7.5 Outlook for China maker
     7.6 Outlook for Europe and Others maker

8. Mid- and Long-term Battery Supply and Demand Forecasts
    8.1 Global Mid- and Long-Term Supply and Demand Forecast
    8.2 China Mid- and Long-Term Supply and Demand Forecast
    8.3 Global Mid- and Long-Term Supply and Demand Forecast Excluding China
    8.4 Global Mid- and Long-Term Supply and Demand Forecast by Battery Type

9. Four Core Battery Raw Materials Demand Forecast (For Electric Vehicles)
    9.1 Lithium Demand Forecast
    9.1 Nickel Demand Forecast
    9.1 Cobalt Demand Forecast
    9.1 Manganese Demand Forecast

[Annex]
1. Global vehicle regulations and policy measures to promote electric vehicles
    1.1 Supply target for electric vehicles by each country
    1.2 Vehicle regulations and policy measures to promote electric vehicles by major countries
      1.2.1 US vehicle regulations and its company status
      1.2.2 European vehicle regulations and its company status
      1.2.3 Chinese vehicle regulations and its company status

2. Sales target of main car makers’ electric vehicles
3. Capacity Forecast by Battery Maker