1. | EXECUTIVE SUMMARY |
1.1. | Report Introduction |
1.2. | Electric Vehicle Definitions |
1.3. | Global EV Sales, 2011 - H1 2024 |
1.4. | Electric Car Sales 2015-2045: BEV, PHEV, FCEV, ICE |
1.5. | Peak Car - Global Car Sales 2015-2045 |
1.6. | Plug-in Car Forecasts: US, China, Europe, and RoW |
1.7. | Regional Snapshot - China |
1.8. | Regional Snapshot - EU + UK + EFTA |
1.9. | Regional Snapshot - USA |
2. | GLOBAL TRENDS & MARKET DRIVERS |
2.1. | Electric Vehicle Definitions |
2.2. | Global EV Sales, 2011 - H1 2024 |
2.3. | A Temporary Slowdown in Growth or Longer-term Issues |
2.4. | BYD and Tesla Remain Biggest EV Sellers |
2.5. | OEM EV Profitability Varies Significantly |
2.6. | Automaker EV Targets |
2.7. | Automotive OEM Targets - Key Adjustments (1) |
2.8. | Automotive OEM Targets - Key Adjustments (2) |
2.9. | Global Plug-in Car Forecasts (1) |
2.10. | Global Plug-in Car Forecasts (2) |
2.11. | Global Electric Car Market Value by Powertrain |
2.12. | Electric Car Motor Trends |
2.13. | Global Battery Chemistry |
2.14. | Average Battery Capacity Forecast |
2.15. | Global Electric Car Battery Demand |
2.16. | Overview of charging levels |
2.17. | Six key market trends in EV charging |
2.18. | General points about the EV charging market |
2.19. | Global charging infrastructure installations |
2.20. | Japan - Low Electrification Rates |
2.21. | South Korea |
3. | USA: POLICY, MARKETS, FORECASTS |
3.1. | USA - Sales, Policy and Players Overview |
3.2. | USA - H1 2024 Sales |
3.3. | US EV Market Shares |
3.4. | US EV Market - Battery Trends |
3.5. | US Federal Tax Credit |
3.6. | US Federal Tax Credit - IRA Update |
3.7. | US Tariffs Tax Credit - Eligible Vehicles |
3.8. | US - SUVs and Crossovers Gain Traction |
3.9. | Electric Pickups Sales Grow |
3.10. | Pickup Energy Consumption |
3.11. | Electric Pickup Benchmarking |
3.12. | Average Range and Battery Capacity US |
3.13. | US Car Pricing |
3.14. | US Vehicle Pricing Forecasts |
3.15. | Li-ion Pack Price and Average EV Car Price |
3.16. | Growth of EV charging infrastructure in US |
3.17. | USA EPA Regulations Overview |
3.18. | EPA Fleet Emissions - 2022 Data Assessment |
3.19. | 2022 OEM CO2 Results - USA |
3.20. | ICE Bans Beyond 2035 |
3.21. | Total Vehicle Sales - USA |
4. | EUROPE + UK + EFTA: POLICY, MARKETS, FORECASTS |
4.1. | Europe Summary |
4.2. | Regional Trends: EU + UK + EFTA |
4.3. | Europe - H1 2024 Sales Data |
4.4. | European EV Car Market by Country |
4.5. | BEV vs Car Market Growth - Regional Disparity |
4.6. | Germany - Abrupt Subsidy Cancellation Causes Downturn |
4.7. | Europe Regulations - Overview |
4.8. | EU Passenger Car Emissions |
4.9. | Supercar Manufacturers Dodge ICE Ban in Europe |
4.10. | Impact of Regulations on Supercar Manufacturers |
4.11. | OEM Specific Target Calculation |
4.12. | EU OEM Pools |
4.13. | EU - OEM Targets |
4.14. | 2023 CO2 Emissions Performance by OEM - Europe |
4.15. | 2025 Potential OEM Emissions Fines |
4.16. | Pathways to Compliance |
4.17. | Plug-in Hybrid Outlook - Europe |
4.18. | Can Pooling Alone Meet Targets? |
4.19. | OEM Compliance BEV Share Forecasts |
4.20. | European EV Market by Brand |
4.21. | European Battery Chemistry Market |
4.22. | EU China BEV Trade Tariffs |
4.23. | EU - Anti-Subsidy Tariffs |
4.24. | EU China Trade Figures |
4.25. | Automotive Reactions to Tariffs |
4.26. | The state of EV charging infrastructure in Europe |
4.27. | Growth of EV charging infrastructure in EU |
4.28. | Private and public charging penetration in Europe |
4.29. | European EV Forecast - Market Shares |
4.30. | European EV Forecast - Annual Sales |
5. | CHINA: POLICY, MARKETS, FORECASTS |
5.1. | China - Sales, Policy and Players Overview |
5.2. | New energy vehicles |
5.3. | China - NEV Market Continues to Grow |
5.4. | Chinese EV Market by OEM |
5.5. | NEV Market - BEV vs PHEV Price Decreases |
5.6. | OEMs Show Continued Interest in PHEVs |
5.7. | PHEV and BEV Price Forecasts |
5.8. | NEV Pricing in China |
5.9. | China Purchase Subsidies Extended |
5.10. | The Dual-Credit System |
5.11. | Increased NEV Sales Triggers Revision of Credit System |
5.12. | Dual-Credit Adjustments |
5.13. | Battery Chemistry Trends China - LFP Increasingly Dominant |
5.14. | The status of public charging in China |
5.15. | Public charging installations in China by province and municipalities |
5.16. | Electric Car Forecast by Powertrain in China |
6. | TECHNOLOGY TRENDS |
6.1. | The 'Big Three' in EV |
7. | BATTERIES |
7.1. | Batteries for Electric Cars |
7.2. | What is a Li-ion battery? |
7.3. | Lithium battery chemistries |
7.4. | Types of lithium battery |
7.5. | Key technology developments |
7.6. | Li-ion performance and technology timeline |
7.7. | Readiness level snapshot |
7.8. | Are there alternatives to Li-ion? |
7.9. | Liquid vs. Solid-state Batteries |
7.10. | MG and SAIC to Reveal Solid-State Model in 2025 |
7.11. | The reality of silicon |
7.12. | Current silicon use |
7.13. | Cathode materials - LCO and LFP |
7.14. | Cathode materials - NMC, NCA and LMO |
7.15. | Cathode comparisons |
7.16. | Energy density by cathode |
7.17. | LFP adoption in electric vehicles |
7.18. | Cell Manufacturer Market Shares |
7.19. | Electric Car Battery Manufacturer Market |
7.20. | Shifts in cell and pack design |
7.21. | Modular pack designs |
7.22. | What is Cell-to-pack? |
7.23. | Drivers and Challenges for Cell-to-pack |
7.24. | What is cell-to-chassis/body? |
7.25. | Gravimetric Energy Density and Cell-to-pack Ratio |
7.26. | BYD Blade Battery |
7.27. | CATL cell to pack |
7.28. | Average Battery Capacity Forecast |
7.29. | Cathode Market Share in Li-ion For EVs |
7.30. | Global Electric Car Battery Demand |
8. | ELECTRIC MOTORS |
8.1. | Summary of Traction Motor Types |
8.2. | Convergence on PM Motors by Major Automakers |
8.3. | Motor Type Market Share Forecast |
8.4. | Commentary on Electric Traction Motor Trends in Cars |
8.5. | OEM & Tier 1 Approaches to Eliminate Rare Earths |
8.6. | BEV Power Density Benchmarking |
9. | POWER ELECTRONICS |
9.1. | Power Electronics in Electric Vehicles |
9.2. | What is Power Electronics? |
9.3. | Benchmarking Silicon, Silicon Carbide & Gallium Nitride Semiconductors |
9.4. | Automotive GaN Device Suppliers are Growing |
9.5. | GaN vs SiC potential in the Inverter |
9.6. | Inverter Power Density Increases Over Time |
9.7. | SiC Drives 800V Platforms |
9.8. | GMC Hummer: 800V charging without 800V architecture |
9.9. | Other Split Battery Pack Vehicles: Tesla, Porsche, Ford |
9.10. | Tesla Cybertruck: Split Battery with 800V Architecture |
9.11. | Porsche Taycan: Boost Converter |
9.12. | 800V Adoption 2023 |
9.13. | 800V Model Announcements in China (2022-2024) |
9.14. | 800V For & Against |
10. | FUEL CELL ELECTRIC VEHICLES |
10.1. | What is a Fuel Cell Vehicle? |
10.2. | Outlook for Fuel Cell Passenger Cars |
10.3. | Attraction of Fuel Cell Vehicles |
10.4. | Deployment Barriers for Hydrogen Fuel Cell Vehicles |
10.5. | The Hydrogen Economy |
10.6. | The Colors of Hydrogen |
10.7. | System Efficiency Between BEVs and FCEVs |
10.8. | Attitude to FCEV Cars by Company |
10.9. | Price and Range Comparison of BEV and FCEV Cars |
10.10. | Outlook for Fuel Cell Passenger Cars |
11. | FORECASTS |
11.1. | Forecast Assumptions |
11.2. | Global Car Forecasts, Region and Powertrain (1) |
11.3. | Global Car Forecasts, Region and Powertrain (2) |
11.4. | Global Car Forecasts, Region and Powertrain (3) |
11.5. | EV Pricing, 2020-2045 |
11.6. | Global Electric Car Market Value by Powertrain |
11.7. | Average Battery Capacity Forecast |
11.8. | Cathode Market Share in Li-ion For EVs |
11.9. | Global Electric Car Battery Demand |
11.10. | Battery Demand for Plug-in Vehicles by Drivetrain |