[시장보고서]세계의 전기자동차(EV) 성장 전망 예측(2024년)

세계의 전기자동차(EV) 성장 전망 예측(2024년)

2024 Prediction of the Global Electric Car Growth Outlook

상품코드 : 1518899

리서치사 : Frost & Sullivan

발행일 : 2024년 06월

페이지 정보 : 영문 89 Pages

라이선스 & 가격 (부가세 별도)

한글목차

샘플 요청 목록에 추가

전기자동차(EV) 업계는 OEM 가격 경쟁으로 성장 감속에 휩쓸릴 것입니다.

Frost & Sullivan의 이 분석은 최신 산업 데이터, 현재 동향 개요, 향후 배포에 대한 상세한 검토, 이 분야의 주요 관계자 내역 및 그 성과 내역을 바탕으로 전기자동차(EV) 업계 전망을 보여줍니다.

2023년 EV 판매 대수는 총 1,410만 대로, 그 중 배터리 EV가 70.2%, 플러그인 하이브리드 EV가 29.8%를 차지하고 있습니다. 연료전지 EV의 판매 대수는 2022년과 변함없이 EV 판매 대수 전체의 0.1% 미만입니다. 세계의 EV 보급률은 2022년 13%에서 16%로 상승했습니다. 아시아태평양의(APAC)의 보급률은 세계의 최고이며 소형 자동차 부문에서는 23%입니다.

향후 중요한 EV 동향으로는 양판 EV에 나트륨 이온 전지와 고체 전지 도입, 기가 캐스팅, EV 가격 하락, AI 활용, V2G 대응 차량 개발, 배터리 수리 및 교환 기회 등을 들 수 있습니다. 됩니다. 주요 OEM은 나트륨 이온 전지나 고체 전지 등의 대체,첨단의 전지 화학물질의 채용을 정식으로 발표했습니다. EV 제조업체는 합리적인 EV 전략을 고려하여 기가 캐스팅 분야를 모색하고 있지만 채용은 아직 퍼지지 않았습니다.

EV의 판매 대수는 세계의에서 추정 1,850만대에 이르며, 전년 대비 31.1% 증가합니다. 이 성장 속도는 주로 유럽에서 인센티브를 검토하여 감속합니다. 충전 포인트의 설치 대수는 연말까지 520만대를 돌파해, EV12대에 충전 커넥터 1대의 비율이 될 것으로 추정됩니다. 세계의 EV 보급률은 소형차 부문으로 20%에 달하고, 업계에 있어서 획기적인 것이 됩니다. BYD는 유럽과 신흥 아시아 시장(일본, 인도의, 태국)의 존재를 확대하기 위해 2023년보다 높은 마진으로 리더십을 유지하고 있습니다. 배터리 시장에서는 약 94만 5,000메가와트/시간의 배터리용량을 공급하며, 이 시장에서는 CATL이 선두를 유지하고 BYD가 이에 이릅니다.

영문목차

The Electric Vehicle Industry Will Suffer Growth Deceleration as OEMs Fight a Price War

This Frost & Sullivan analysis provides an outlook for the electric vehicle (EV) industry based on the latest industry data, an outline of current trends, an in-depth examination of future developments, and a breakdown of the main stakeholders in the sector and their performance.

EV sales in 2023 amounted to a total of 14.1 million, of which 70.2% were battery EVs and 29.8% were plug-in hybrid EVs. Fuel-cell EV sales remained the same as in 2022, constituting less than 0.1% of the total EV sales. Global EV penetration increased from 13% in 2022 to 16% in 2022. Asia-Pacific (APAC) has the highest penetration globally, with 23% in the light-duty vehicle segment.

Crucial upcoming EV trends include the introduction of sodium-ion and solid-state batteries in mass-market EVs, gigacasting, falling EV prices, usage of AI, development of vehicle-to-grid (V2G) compatible vehicles, and opportunities in battery repair and replacement. Key OEMs have officially announced the adoption of alternate and advanced battery chemistries, such as sodium ion and solid-state batteries. EV manufacturers are exploring the gigacasting space, considering their affordable EV strategy; however, adoption is not widespread yet.

Due to the discontinuation of incentives, OEMs are forced to lower EV prices to keep up with demand and compete with conventional vehicles. Most markets have either reduced or discontinued cash incentives on EVs. Battery management systems (BMS) and analytics, EV battery second life, and testing and validation will leverage AI and digitization. The development of V2G-compatible vehicles spearheads technological progress and is a priority because next-generation charging infrastructure will demand V2G-compatible vehicles.

EV sales will reach an estimated 18.5 million units globally with a 31.1% year-over-year growth. The pace of this growth will decelerate due to the revision of incentives, mainly in Europe. Charging point installations will surpass 5.2 million by the end of the year, with an estimated ratio of one charging connector for 12 EVs. The global EV penetration will reach 20% penetration in the light-duty vehicle segment, a milestone for the industry. BYD will retain the leadership with a higher margin than in 2023 as it expands its presence in Europe and emerging Asian markets (Japan, India, and Thailand). The battery market will supply approximately 945,000 megawatts/hour of battery capacity and, in this market, CATL will remain the leader, followed by BYD.

Analysis Highlights

Electric Vehicle Highlights: 2023 and Top Predictions for 2024
Global EV Market Overview, 2023 and 2024e
EV Growth and Penetration: Top 10 Markets
EV Growth and Penetration: Key OEMs
EV Battery Overview
EV Growth and Penetration: Key OEMs
EV Charging Infrastructure Development: Top 5 Markets

Strategic Imperatives

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

Research Scope and Segmentation

Research Scope
EV Segmentation

2024 Global Economic Outlook

Top 10 Trends for 2024
Top 10 Growth Opportunities
Global GDP Growth: Mild Global Growth Slowdown from 3.0% in 2023 to 2.6% in 2024 as Key Economies Lose Growth Momentum
Inflation and Interest Rates: Headline Inflation will Continue to Decline; H2 2024 will Shift Towards Rate Cuts for Advanced ECONOMIES
Currency Trajectory: Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Get Boost from Q3 2024 Onwards
OIL Markets: Q1 OPEC+ Oil Production Cuts; NON-OPEC Production to Rise
Labor Market: Moderate Unemployment Uptick; Positive Expectations over Market Sentiment to Support Labor Hoarding
Critical Minerals Supplies: Need for ECONOMIC Resiliency Will Bolster Cross-border and Cross-industry Partnerships
North America: Economic Slowdown AMIDST Discretionary Spending Pullback and Elevated Interest Rates
Western Europe: Moderate Growth Pick-up as Inflation Headwinds Ease Gradually; Rebuilding Fiscal Buffers to Take Precedence
Middle East: Non-oil Growth Driven by Economic Diversification to Limit the Pullback Caused by a Slowdown in Global Oil Markets
Asia: Emerging Economies to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery

Upcoming Trends

Key Trends in the EV Market for 2024
Na-ion and Solid-state Batteries Enter the EV Mass Market
Gigacasting in EV Manufacturing
Falling EV Prices
AI in EV Charging
V2G-compatible Vehicles
Battery Repair and Replacement

EV Market Overview and Prediction to 2024e: Europe

EV Highlights: 2023 and 2024e
European EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The European Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: Americas

EV Highlights: 2023 and 2024e
Americas EV Market, 2023 And 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The US Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: China

EV Highlights: 2023 and 2024e
Chinese EV Market: 2023 and 2024e
EV Growth and Penetration: Key OEMs
The Chinese Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: APAC (excluding China)

EV Highlights: 2023 and 2024e
APAC EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs
The APAC Powertrain Mix in the Next Decade

EV Market Overview and Prediction to 2024e: MEA

EV Highlights: 2023 and 2024e
MEA EV Market, 2023 and 2024e
EV Growth and Penetration: Key Countries
EV Growth and Penetration: Key OEMs

Growth Opportunity Universe

Growth Opportunity 1: EV Pricing Will Match Pre-incentive Prices and Compete with Conventional Vehicles
Growth Opportunity 2: Expansion into EV Emerging Markets
Growth Opportunity 3: EV Battery Repair and Replacement for First-generation EVs

Conclusions

Conclusions and Future Outlook

Next Steps

Your Next Steps
Why Frost, Why Now?
List of Exhibits
Legal Disclaimer

한글목차

목차

분석 하이라이트

전략적 과제

조사 범위와 세분화

세계의 경제 전망(2024년)

미래 동향

EV 시장 개요 및 2024년까지 예측 : 유럽

EV 시장 개요와 2024년까지 예측 : 아메리카

EV 시장 개요와 2024년까지 예측 : 중국의

EV 시장 개요 및 2024년까지 예측 : 아시아태평양의(중국의 제외)

EV 시장 개요와 2024년까지 예측 : 중동 및 아프리카의

성장 기회

결론

다음 단계