Electric Vehicles – Thematic Research

We are at the very beginning of the EV cycle. Today, there are 3m electric vehicles on the world’s roads, but this could rise to 300m by 2040. This implies EVs, as a proportion of new registrations of the world’s passenger vehicles, will rise from barely 1% in 2017 to over 15% by 2030. Large scale commercial production of EVs by the big car makers is unlikely to take off until 2025.

Scope

This report focuses on electric vehicles, but also touches on the connected car theme.

It identifies winners and losers in areas such as batteries, electric power trains, assembly, and charging stations.

It contains global market size and growth forecasts for electric vehicles, as well as market share figures.

Includes a timeline highlighting key milestones in the story of vehicle electrification.

Reasons to buy

Electric vehicles are having a major disruptive effect on the automobile industry. This report highlights the key trends in electric vehicles, analyzes each of the key segments of the electric vehicle value chain, and identifies both the companies best positioned to succeed in this theme and those that are lagging behind.

Companies mentioned

Albemarle

BYD

Byton

CATL

Didi Chuxing

Dyson

Geely

GM

Great Wall Motors

Infineon

NIO

Nissan

Panasonic

Robert Bosch

Tata Motors

Tesla

Toyota

VW

XCharge

Xiaopeng Motors

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