세계의 EV 에코시스템 시장 : 현황 분석 및 예측(2022-2030년)

An ecosystem constitutes an interdependent group of enterprises, peoples, components, and infrastructure that works together in conjunction to form a sustainable community. Every factor of an ecosystem depends on every other factor either directly or indirectly for the community to sustain and thrive. The EV ecosystem comprises vehicle connectivity, new business models, manufacturing practices, infrastructures, and sustainability. Building a successful and working ecosystem is the only way for accelerating the adoption rate of new energy vehicles, where electric vehicle manufacturers will have to amplify the network effect with other stakeholders in the mobility ecosystem.

The electric vehicle ecosystem market is expected to grow at a strong CAGR of around 19% during the forecast period owing to the surging demand for the electric vehicle. Furthermore, the market is expected to witness significant growth over the forecast period owing to the increased government focus on curbing tailpipe emissions and increasing electric vehicle adoption by supporting the EV ecosystem with subsidies and tax incentives, in order to drive consumer demand. For instance, according to the international energy agency(IEA), Governments across the world spent USD 14 billion on direct purchase incentives and tax deductions for electric cars in 2020, a 25% rise year-on-year.

Based on stakeholder type, the market is segmented into manufacturing, mobility, supplier, consumer, regulator, and software & connectivity provider. The most important component of an EV ecosystem is the consumer, where everything is done in order to drive the demand, till the momentum is established and consumer demand drives sufficient growth independently. Building an EV ecosystem will require major investments to done by all the stakeholders in infrastructure, partnerships among each other, technology developments, and accelerated EV model distribution, and this rapidly expanding ecosystem is presenting a huge investment opportunity with a fairly high possible return on investments, to the early stakeholders in any of the component of this emerging and expanding ecosystem.

Based on the infrastructure ecosystem, the market is segmented into charging infrastructure, battery manufacturing, and raw material mining and logistics. The development of the electric vehicle ecosystem is reliant on the combined growth of all three infrastructures, where charging infrastructure is essential for the widespread adoption of electric vehicles by encouraging consumer confidence and relieving them from range anxiety. Furthermore, the battery is the heart of an electric vehicle where the growth of the EV ecosystem is heavily reliant on the battery performance with improved energy density and reduced cost, which is also important in enhancing the range and the affordability of electric vehicles. Additionally, EV batteries require specific raw materials such as lithium, cobalt, nickel, and graphite. The extraction, processing, and transportation of this raw material form a critical component of the EV ecosystem, and it is important to maintain a sustainable and efficient supply chain for these materials.

Based on propulsion type, the market is segmented into BEV, PHEV, and HEV. BEV is anticipated to witness a significant CAGR during the forecast period. The driving factor for BEV is urbanization where more than 50% of the global population is projected to be living in the cities by the year 2030, where driving distances are much shorter hence making BEV an ideal choice. Moreover, businesses and governments worldwide are aiming at reducing GHG(greenhouse gas) emissions, reducing noise pollution, and increasing efficiency by focusing more on making EVs mainstream where governments are offering tax credits and incentives for those who purchase EVs, making electric vehicles more accessible for the mass adoption, further boosting the demand of the electric vehicles which is also getting reflected in the sales data. For instance, according to the international energy agency(IEA), Consumers spent USD 120 billion on electric car purchases in 2020, a 50% increase from 2019, which breaks down to a 41% increase in sales and a 6% rise in average prices.

Based on vehicle type, the market is segmented into passenger vehicles, commercial vehicles, and two-wheelers. Out of all, passenger vehicles are the fastest-growing segment owing to their rapid adoption among the masses. In recent years sales of electric vehicles have increased exponentially and among all, passenger cars are surging in popularity as their cost is decreasing, range is improving, and rising charging infrastructure. In 2021 consumers across the world spent an estimated USD*250*billion on EV purchases. The growth in EV sales is driving investment in electrification, which represented more than 65% of overall end-user investment in the transport sector in 2021. Moreover, government stringent rules that are coming regarding tailpipe emissions are further driving the demand for EVs. For instance, according to the international energy agency(IEA), In the European Union, the Fit-for-55 package from the European Commission includes a law that calls for fleet emission reductions of 55% for cars and 50% for vans by 2030 and 100% for both by 2035.

For a better understanding of the market adoption of the EV ecosystem, the market is analyzed based on its worldwide presence in the countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, India, Japan, South Korea, Australia, Rest of Asia-Pacific), Rest of World. The Electric Vehicle ecosystem market in the Asia Pacific region is anticipated to witness significant growth throughout the forecast period. Owing to the rising per capita GDP of the countries in the Asia Pacific hence improving the standard of living and increasing money in the hands of people driving the consumption of the countries. Though as a percentage of total vehicles sold electric vehicle percentage is highest in Europe but the number of units sold in China is leading the pack and has emerged as a top producer and seller of electric vehicles in the world. The Asian countries are projected to produce almost 13 million electric vehicles in the year 2023, whereas, in 2022, china has sold roughly 52% of the total EVs produced in the world which amounts to almost 3.5 million units, India the number is currently at one-third of a million unit but was almost 168% growth from the previous year. Hence, looking at the size of the market that these emerging economies have, the size of the population with rising income and awareness and the availability of the OEMs that are offering great value buys to the customers in terms of price and product and further support from the governments is showing a future of high growth prospects for the electric vehicles market in the APAC region. For instance, China (from a previous 2020 expiration date) extended its NEV subsidy program through the end of 2022, albeit it has started to reduce basic subsidy amounts by 10%, 20%, and 30% per year. (between 2020 and 2022). Through the end of 2023, it also extended the exemption from purchase taxes for NEVs.

Some of the major players operating in the market include: Tesla; BYD Company Ltd; Rivian; ABB; EVBoxS; Siemens; ChargePoint, Inc.; Panasonic Corporation; SAMSUNG SDI CO., LTD; and Contemporary Amperex Technology Co., Limited

TABLE OF CONTENTS

1 MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2 RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the EV Ecosystem Market
• 2.2. Research Methodology of the EV Ecosystem Market
• 2.3. Respondent Profile

3 MARKET SYNOPSIS

4 EXECUTIVE SUMMARY

5 GLOBAL EV ECOSYSTEM MARKET COVID-19 IMPACT

6 GLOBAL EV ECOSYSTEM MARKET REVENUE, 2020-2030F

7 MARKET INSIGHTS BY STAKEHOLDERS

• 7.1. Manufacturing
• 7.2. Mobility
• 7.3. Supplier
• 7.4. Consumer
• 7.5. Regulator
• 7.6. Software & Connectivity Provider

8 MARKET INSIGHTS BY INFRASTRUCTURE

• 8.1. Charging Infrastructure
• 8.2. Battery Manufacturing
• 8.3. Raw material mining and Logistics

9 MARKET INSIGHTS BY PROPULSION TYPE

• 9.1. BEV
• 9.2. PHEV
• 9.3. HEV

10 MARKET INSIGHT BASED ON PRODUCT TYPE

• 10.1. Passenger Vehicle
• 10.2. Commercial Vehicle
• 10.3. Others

11 MARKET INSIGHTS BY REGION

• 11.1. North America EV Ecosystem Market
  • 11.1.1. U.S.
  • 11.1.2. Canada
  • 11.1.3. Rest of North America
• 11.2. Europe EV Ecosystem Market
  • 11.2.1. Germany
  • 11.2.2. U.K.
  • 11.2.3. France
  • 11.2.4. Italy
  • 11.2.5. Spain
  • 11.2.6. Rest of Europe
• 11.3. Asia-Pacific EV Ecosystem Market
  • 11.3.1. China
  • 11.3.2. India
  • 11.3.3. Japan
  • 11.3.4. South Korea
  • 11.3.5. Australia
  • 11.3.6. Rest of Asia-Pacific
• 11.4. Rest of the World EV Ecosystem Market

12 EV ECOSYSTEM MARKET DYNAMICS

• 12.1. Market Drivers
• 12.2. Market Challenges
• 12.3. Impact Analysis

13 EV ECOSYSTEM MARKET OPPORTUNITIES

14 EV ECOSYSTEM MARKET TRENDS

15 DEMAND AND SUPPLY-SIDE ANALYSIS

• 15.1. Demand Side Analysis
• 15.2. Supply Side Analysis

16 VALUE CHAIN ANALYSIS

17 CASE STUDY

18 STRATEGIC INSIGHTS

19 COMPETITIVE SCENARIO

• 19.1. Competitive Landscape
  • 19.1.1. Porters Fiver Forces Analysis

20 COMPANY PROFILED

• 20.1. Tesla
• 20.2. BYD Company Ltd
• 20.3. Rivian
• 20.4. ABB
• 20.5. EVBoxS
• 20.6. Siemens
• 20.7. ChargePoint, Inc.
• 20.8. Panasonic Corporation
• 20.9. SAMSUNG SDI CO.,LTD
• 20.10. Contemporary Amperex Technology Co., Limited

21 DISCLAIMER