Electrified Vehicles: Global Sector Overview & Forecast

Table of Contents

• 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

• 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

• 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

• Fiamm SpA’s starter battery operations, 2013
• Asian full hybrid light vehicle production, 2008-2015 (000s)
• Battery electric vehicles, model plans by manufacturer to 2018
• Battery-electric vehicle production, volume by manufacturer, 2007-2015 (‘000s of vehicles)
• Chinese battery electric vehicle production, 2007-2015 (000s)
• Chinese PHEV/EREV light vehicle production by manufacturer, 2008-15 ('000s of vehicles)
• Chinese production of electrified vehicles, 2018-2034, ('000s units)
• Electrified vehicle forecast by region, 2015-2031 (‘000s of vehicles)
• European battery electric vehicle production, 2007-2015 (000s)
• European full hybrid light vehicle production, 2008-2015 ('000s)
• European PHEV/EREV light vehicle production by manufacturer, 2008-15 ('000s of vehicles)
• European production of electrified vehicles, 2018-2034, ('000s units)
• Exide Technologies’ transportation battery manufacturing plants and offices worldwide, 2013
• Extended-range electric vehicles, model plans by manufacturer, 2010-2018
• Full hybrid electric vehicle production volumes by manufacturer, 2007-2015 (‘000s of vehicles)
• Full hybrid vehicle model plans by manufacturer to 2018
• Global production of hydrogen fuel-cell vehicles (1990-2020 projections)
• GM Two-Mode full hybrid sales, 2008 to date (units)
• Japan battery electric vehicle production, 2007-2017 (000s)
• Japanese PHEV/EREV light vehicle production by manufacturer, 2008-15 ('000s of vehicles)
• Japanese production of electrified vehicles, 2018-2034, ('000s units)
• Korean production of electrified vehicles, 2018-2034, ('000s units)
• Mild hybrid car production timeline, 2000-2018 (by make, model)
• Market fitment/penetration rates of 48V mild hybrids fitted to newly-assembled light vehicles, 2014-2034, (%)
• North American PHEV/EREV light vehicle production by manufacturer, 2008-15 ('000s of vehicles)
• Market fitment/penetration rates of advanced automotive batteries fitted to newly-assembled light vehicles, 2014-2034, (%)
• Market volumes of 48V mild hybrids fitted to newly-assembled light vehicles, 2014-2034, ('000s units)
• Market volumes of advanced automotive batteries fitted to newly-assembled light vehicles, 2014-2034, ('000s units)
• Mild hybrid electric vehicle production by OEM, 2000-2015 ('000s units)
• North American battery electric vehicle production, 2007-2017 (000s)
• North American full hybrid light vehicle production, 2008-2015 (000s)
• North American production of electrified vehicles, 2018-2034, ('000s units)
• Other regional production of electrified vehicles, 2018-2034, ('000s units)
• Trend of Ford’s North American hybrid and electric vehicle sales, 2004-2012 (no. of vehicles)
• Plug-in hybrid vehicle model plans by manufacturer to 2018
• South Korean PHEV/EREV light vehicle production by manufacturer, 2008-15 ('000s of vehicles)
• Production of electric vehicles, 2014-2034, ('000s units)
• Production of full hybrids, 2014-2034, ('000s units)
• Production of mild hybrid vehicles, 2014-2034, ('000s units)
• Production of PHEVs/EREVs, 2014-2034, ('000s units)
• South Korean battery electric vehicle production, 2007-2017 (000s)

Companies Mentioned

A selection of companies mentioned in this report includes:

• Fisker Automotive, Inc.
• East Penn Manufacturing Co Inc
• Heuliez
• Banner
• Aptera
• Samsung
• Panasonic Electric Vehicle Energy
• Mahindra & Mahindra Limited
• Bayerische Motoren Werke (BMW) AG
• BYD Auto
• Ford Motor Company
• Zhejiang Geely Holding Group Co., Ltd
• General Motors
• Chang'an Automobile (Group) Co, Ltd.
• Chery Automobile Co. Ltd.
• Daimler AG
• Dongfeng Motor Corporation
• Fiat-Chrysler Automobiles
• Honda Motor Co., Ltd.
• Hyundai Motor Group
• Lifan Group
• Mazda Motor Corporation
• Mitsubishi Motors Corporation
• Nissan Motor Company, Ltd.
• Proton Holdings Berhad
• PSA Groupe
• Renault S.A.
• NEVS
• Shanghai Automotive Industry Corporation (SAIC)
• Subaru
• Suzuki Motor Corporation
• Tata Motors Limited
• Tesla, Inc.
• Toyota Motor Corporation
• Volkswagen AG
• A123 Systems, Inc.
• Advanced Battery Technologies
• Robert Bosch GmbH
• Continental AG
• Exide Technologies
• Hitachi, Ltd.
• Johnson Controls International plc
• Johnson Matthey Plc
• Magna International Inc.
• Panasonic Corporation
• SB LiMotive
• Valmet Automotive Inc.
• CBAK Battery, Inc.
• GS Yuasa Corporation
• Enersys
• Evonik
• LG Chem, Ltd.