성장 기회 : 자동차 업계의 2035년 동향

Existing and Emerging Technologies, Trends, and Use Cases

As governments around the world try to reduce carbon emissions by an unprecedent amount with electric vehicles as a focus of incentives, the reality is that millions fossil fuel-powered cars will remain on the road for decades to come. With this in mind, automotive and energy companies are considering whether an investment in electrofuel production (fuels catalyzed using renewable energy) would be a profitable way to reduce emissions. Fuels of this type, commonly known as eFuels, could be available to consumers at existing gas stations using already available fueling infrastructure. Still, economic headwinds appear to be developing that could restrict companies' ability to invest in new technologies and consumers' ability to purchase them. Hydrogen-powered vehicles and eFuels are still relatively new, which could put them at a disadvantage in gaining efficiency at scale. Porsche is one of the automakers taking the lead on introducing electric versions of its production models, projecting that in the next decade more than 80% of its sales will be EVs, and at the same time investing in eFuel production for higher-performance models.

This study explores developments in the industry, considers drivers and restraints, and presents growth opportunities for stakeholders.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Automotive Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Research Scope and Definitions/Acronyms
• Growth Drivers
• Growth Restraints

Hydrogen Fuel Cell Vehicle Current State and Outlook to 2035

• The H2 Rainbow
• H2: Global Glance
• US FCEV Sales and Infrastructure: Current and Projections
• US H2 Strategy
• Technology to Address Barriers to FCEV Adoption

AI Automotive Applications and Outlook to 2035

• AI Throughout the Auto Value Chain
• Innovative AI Use Cases: R&D and Raw Material Procurement
• Innovative AI Use Case: Manufacturing
• Innovative AI Use Cases: Sales and Aftermarket
• Innovative AI Use Case: Business Operations

The Evolution of Tire Technologies in the Context of Increased Electrification

• EV Tires
• Sustainable Tire Construction
• Future Technology in Tires

E-Fuels, a Tool in the Pursuit of Lower Carbon Emissions

• eFuels Overview & Timelines
• eFuels Technical Overview
• Profile: Porsche
• Future of eFuels

Electric Vehicle Pricing (2023 vs. 2035)

• The EV Pricing Market: A 2023 Global Outlook
• A 2023 Case: The Price War Between EV OEMs
• Why id the Take Place?
• Future of EV Pricing: A Global Outlook in 2035

Circular Economy: A Sustainable Approach

• Circular Economy: A Global Outlook
• Case Studies: OEMS Adopting a Circular Economy
• A Roadmap to 2035: Circular Sustainability

Growth Opportunity Universe

• Growth Opportunity 1: Fuel Alternatives
• Growth Opportunity 2: Increased Sustainability
• Growth Opportunity 3: Smarter/Predictive Tech
• List of Exhibits
• Legal Disclaimer