PUBLISHER: SNE Research | PRODUCT CODE: 1403146
PUBLISHER: SNE Research | PRODUCT CODE: 1403146
<2024.1H> Global xEV Market and Battery Supply & Demand Outlook (~2035)
The electric vehicle market, which had been in the dark clouds of COVID-19, is still concerned about slowing growth. GM abandoned the plan to produce 400,000 electric cars by 2024, and also canceled the plan to launch electric cars with Honda from 2027. Ford delayed the operation of secondary battery cell plant 2 which is planned to build with SK On. The plan to establish a secondary battery joint venture in Turkey, which was being pursued with LG Energy Solution, was withdrawn.
In this atmosphere, it is said that the growth rate of PHEV + BEV electric vehicle market is not as big as originally expected. There are a number of complex reasons for this, such as the unexpected global economic downturn, interest rate hikes, and Chasm, which states a decline in demand or stagnation between the initial and mainstream markets. Recently, thanks to this trend, it has begun to say that the choice of car makers focused on hybrids was right.
If so, what will happen to the growth of the EV market? SNE Research has attempted to forecast a new EV market for market contraction and future market growth. In addition to the EV market, the total vehicle market tally was also revised from the beginning.
We hope this report may help those who are in the secondary battery and electric vehicle industry.
Table of Contents
1. Global Automotive Market Outlook
2. Global Electric LV(Light Vehicle) Market Outlook
- 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)
- 3.1. Outlook for EV Market in USA
- 3.2. Outlook for EV Market in North America (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
- 4.1. Electric BUS Market Outlook
- 4.2. Electric BUS Market Outlook by Region
5. Electric TRUCK Market Outlook
- 5.1. Electric TRUCK Market Outlook
- 5.2. Electric TRUCK Market Outlook by Region
6. LIB Market and Selling Price Outlook
- 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
- 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)
- 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
- 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
- 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
- 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
3. Trend of Major OEMs
