Electrified Vehicles: Global Sector Overview & Forecast

Table of Contents

Introduction

Pester analysis

‘Wells to wheels’ carbon balance

Alternatives to electrification

Biodiesel

Ethanol

Future fuels conclusions

Hydrogen

Daimler (Mercedes-Benz) - fuel-cell vehicles

General Motors - fuel-cell vehicles

Honda - fuel-cell vehicles

Hydrogen market projections

Hyundai - fuel-cell vehicles

Toyota - fuel-cell vehicles

Natural gas and LPG

Electric trucks

Electric utility capacity

Electrified vehicle technology

Electric-drive vehicles

BEV

E-REV

Hybrids

Full (parallel or ‘power-split’) hybrids

Mild hybrids

Plug-in parallel hybrids

Start-stop systems

Forecasts

Forecast data

Advanced battery forecasts

Electric vehicle forecasts

Full hybrids forecast

Mild hybrid forecasts

48 volt mild hybrids

Plug-in hybrid forecasts

Production history of electrified vehicles

Battery electric vehicles

Full hybrid vehicles

Mild hybrid vehicles

PHEV/EREV vehicles

Forecast drivers

Battery cost projections

China

Fuel prices

Lithium-ion cell production capacity

Regional preferences

Regulation of carbon and other emissions

Vehicle costs, new financial models, and battery costs

Geopolitics of lithium

Loss of OEM control over core technology

Product landscape

Battery companies

A123 Systems, Inc.

AESC

Altair Nano Technologies

BAK

Blue Energy Co. Ltd.

BYD Auto

CALB

CBAK Energy Technology Inc

Continental AG

Deutsche ACCUmotive

Electrovaya

Enerdel

EnerSys

Enertech

E-One Moli Energy

Exide Technologies

Gotian Inc

GS Yuasa Corp

Hitachi Vehicle Energy Ltd

Johnson Controls Inc.

Johnson Matthey Battery Systems

K2 Energy Solutions

Kokam

Leclanche

LG Chem

Lifan

Lishen

Li-Tec

Lithium Americas

Lithium Energy Japan

Northvolt

Optimum Nano

Panasonic Corporation

Primearth EV Energy Co Ltd

Rexnamo Electro

Robert Bosch GmbH

Samsung SDI

SB LiMotive

SK Innovation

Solid Power

TerraE

Toshiba

Valence Technology

Electric vehicles

Group 1: In production

BMW - Mini

Coda

Daimler: Smart - Mercedes-Benz

General Motors electrics

Mitsubishi

Nissan

Renault

Subaru electrics

Tesla

Think

Volvo (Geely) - electric cars

Group 2: The cautious

Bolloré Group

BYD

Fiat Chrysler Automobiles - electrics

Ford

Honda

Hyundai-Kia

Karma (was Fisker)

Mahindra Reva

NEVS (was Saab)

PSA Groupe

Tata

Toyota

VW Group electric vehicles

Audi electric vehicles

Porsche electric vehicles

SEAT electric vehicles

Skoda electic vehicles

Volkswagen electric vehicles

Group 3: The intenders

Aptera

Byton

Dongfeng-Nissan

Dyson

Faraday Future

Fisker Inc.

Heuliez

Jaguar Land Rover electrics

Lotus

Lucid

Magna

Mazda electric cars

Nio

Proton

Rivian

SAIC

Suzuki

Yamaha / Gordon Murray Design

Full hybrids

Full hybrid companies

Group 2: The second tier

BMW

BYD

Daimler (Mercedes-Benz)

Fiat Chrysler Automobiles - hybrids, plug-in hybrids

Ford

General Motors hybrids

Honda

Hyundai-Kia

Jaguar Land Rover hybrids

Mazda

Mitsubishi

Nissan

PSA Groupe

Volvo / Geely

VW Group hybrids

Audi

Bentley

Porsche

Škoda

Volkswagen

Group 3: The intenders

Changan

Renault

Saab

SAIC

Toyota

Higher capacity, lithium cells

Plug-in hybrids: 2012 Prius & others

Three Prius generations and other hybrids

Mild hybrids

Mild hybrid companies

BMW

Changan

Chery

General Motors mild hybrids

Honda

Hyundai-Kia

Mercedes-Benz

PSA Groupe

Subaru hybrids

Suzuki