IndustryARC

Global Electric Vehicles (EV) Market Analysis and

Forecast (2013 2018)


Battery Problems Persist but Government Subsidies Showing Effect on Shipment
Numbers
TABLE OF CONTENTS
1. Global Electric Vehicles Market Overview
2. Executive Summary
3. Global Electric Vehicles Market Landscape
3.1. Market Share Analysis
3.2. Comparative Analysis
3.2.1. Product Benchmarking
3.2.2. End user profiling
3.2.3. Patent Analysis
3.2.4. Top 5 Financials Analysis
4. Global Electric Vehicles Market Forces
4.1. Market Drivers
4.2. Market Constraints
4.3. Market Challenges
4.4. Attractiveness of the Electric Vehicles Industry
4.4.1. Power of Suppliers
4.4.2. Power of Customers
4.4.3. Threat of New entrants
4.4.4. Threat of Substitution
4.4.5. Degree of Competition
5. Global Electric Vehicles Market Strategic Analysis
5.1. Value Chain Analysis
5.2. Pricing Analysis
5.3. Opportunities Analysis
5.4. Product/Market Life Cycle Analysis
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5.5. Suppliers and Distributors

6. Electric Vehicles Market by Modules
6.1. Introduction
6.2. Body and Chassis
6.2.1. Central Body Module
6.2.2. In-Vehicle Networking
6.2.3. HVAC
6.2.4. Touch Control Solutions
6.2.5. Door/ Window lift/Seat Module
6.2.6. Lighting
6.2.7. High End Body Control Module
6.3. Powertrain
6.3.1. Engine Management
6.3.2. Alternator Regulator
6.3.3. Battery Monitoring
6.3.4. Fan Control
6.3.5. Exhaust System
6.3.6. Intelligent Watchdog System
6.3.7. Turbo Charger
6.3.8. Fuel Pump
6.3.9. Electric Pumps, Motor Control and Auxiliaries
6.3.10. Transmission and Gearbox
6.4. Infotainment
6.5. Safety and security
6.5.1. Airbag
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6.5.2. Car Access
6.5.2.1. Remote Keyless Entry
6.5.2.2. Immobilizer
6.5.2.3. Passive Entry/Go
6.5.3. Electric Power Steering (EPS)
6.5.4. Advanced Driver Assistance Systems(ADAS)
7. Electric Vehicles Market - Geographic Analysis
7.1. Introduction
7.2. Americas
7.2.1. North America
7.2.2. Brazil
7.2.3. Argentina
7.2.4. Mexico
7.3. Europe
7.3.1. UK
7.3.2. France
7.3.3. Germany
7.4. APAC
7.4.1. China
7.4.2. South Korea
7.4.3. Japan
7.4.4. Australia
7.5. ROW

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8. Market Entropy
8.1. New Product Launches
8.2. M&As, Collaborations, JVs and Partnerships

9. Investment Opportunities Analysis by Target companies/customers, Capital Investments,
ROI, Payback Period and Source of Funds.
10. Company Profiles (Overview, Financials, SWOT Analysis, Developments, Product Portfolio)
10.1. Robert Bosch AG
10.2. Continental AG
10.3. Borg Warner Inc
10.4. Magneti Marelli S.p.A
10.5. Magna Powertrain Inc
10.6. ZF Friedrichshafen AG
10.7. Federal-Mogul Corp
10.8. Dana Holding Corp.
10.9. National Semiconductor
10.10. ZiLog
10.11. NetSilicon
10.12. Rabbit Semiconductor
10.13. Micronas
10.14. Motorola
10.15. Hitachi
10.16. Microchip
10.17. Texas Instruments
10.18. Fairchild Semiconductor
10.19. Keihin Corporation
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10.20. Melexis NV
10.21. Tesla
10.22. General Motors
10.23. Toyota
10.24. Nissan
11. Appendix
11.1. Abbreviations
11.2. Sources
11.3. Research Methodology
11.4. Bibliography
11.5. Compilation of Expert Insights
11.6. Disclaimer
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EXECUTIVE SUMMARY

An electric vehicle (EV) uses electric motors for propulsion using electric energy from batteries,
by definition. EVs are of different types like plug-in EV, hybrid EV etc. There has been an
increase over the past two years of both cumulative EV sales and the number of vehicle models
being offered. In 2010 there were 16 EV models on sale and around 20 in 2012. However, only
2-3 EV models on the market in 2010 were widely available to consumers, which increased in
2012 to about 6-8 EV models and doubled in 2013, which are widely available to the general
public in several countries. The numbers show a strong correlation between sales and product
variety. This suggests that more EV models coming to market will result in more choices for the
consumer, and could further increase sales. Initiatives like the Electric Vehicles Initiative (EVI), a
multi-government policy forum dedicated to accelerating the introduction and adoption of
electric vehicles worldwide are helping the cause of EV adoption and vehicle sales. EVI is one of
several initiatives launched in 2010 under the Clean Energy Ministerial, a high-level dialogue
among energy ministers from the worlds major economies. EVI currently includes 15 member
governments from Africa, Asia, Europe, and North America, as well as participation from the
International Energy Agency (IEA).

A number of governments are now establishing clear deployment goals for EVs, which include
PHEVs, BEVs, and FCEVs. Automobile manufacturers and consumers are also embracing this
technological shift, driven in part by stricter fuel efficiency regulations and a desire to mitigate
risks from oil price fluctuations. Robust rates of growth in sales in a number of major markets,
new car models from a variety of manufacturers, and significant cost reductions in components
such as batteries are helping to grow the nascent EV market. Innovative products and business
models such as wireless charging, car sharing, and workplace charging are contributing to a new
ecosystem that is further enabling electrification. Governments are assisting in this market
transformation by providing sizable investments in research and development as well as
consumer incentives.

The EV segment is a key area which experts believe will drive the market for consumer
telematics. EVs which have been touted as the next big-thing in the automobile market, may not
quite have reached the expected levels of market penetration but experts and automobile majors
alike are still very optimistic about the future of this segment. The EVs already have a built-in
central controlling unit, which controls all of the systems in the vehicle including battery load
indicator, rpm etc and an embedded telematics system which can provide data-connectivity and
also serve as a multi-purpose engine diagnostic system, and a built-in infotainment system can be
added to this. Many still believe that the concept of e-cars with smart-grid system, is not too far
away from us, it is quite clear that consumer telematics has a huge role to play in the future of
EV segment.
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REPORT SCOPE

The report discusses the global Electric vehicles market in detail with the market trends,
opportunities affecting the market in different countries, explained. The report describes the
Electric Vehicles market by modules and geography. High level analysis about the individual
Electric Vehicles product costs, strategies, future opportunities along with the business landscape
analysis of key market players are focused in the report.

Competitive landscape for each of the product types is highlighted and market players are
profiled with attributes of company overview, financial overview, business strategies, product
portfolio and recent developments. Market shares of the key players for 2013 are provided. The
prominent players profiled in this report are Tesla, Nissan, Renault, General Motors and others.
The report contains the most detailed and in-depth segmentation of the electric vehicles market.

MARKET STAKEHOLDERS

Automotive OEMS, Electric Vehicle Component suppliers, Data Service providers, Customer
Service providers, Network Operation Sysytem providers, Insurance companies are the
significant stakeholders in this market.

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KEY TRENDS

Hybrid electric vehicles and Plug-in electric vehicles together constitute the global electric
vehicles market and this segment is expected to occupy 4% of the global automotive sales by
2018-2019.

Electric vehicle sales are expected to cross 1 million mark for the first time 2014 and 20
million cars are expected to be on the road by 2020.

Government tax subsidies, rebates, provision of free parking, exemption from toll are
some initiatives which are helping increase awareness and sales of EVs. Increase in gas
prices, pollution are also making customers opt for EVs over traditional fuel based
vehicles.

Electric chargers and electric charging stations are the major hurdles for the EVs
currently with limited access to re-charging infrastructure. But companies like Tesla
Motors are rolling out supercharging stations across the US with promise of free
charging to entice customers.

Tightening of European emissions standards in 2014 in line with Euro 6 legislation is
going to act as a major growth driver for the European EV market.

Concept cars and production vehicles based on larger batteries due to reduction in
Lithium-ion battery prices will help improve the marketability of EVs for customers who
are yet to be convinced on EV purchases due to mileage suspicions.
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RESEARCH METHODOLOGY

The quantitative and qualitative data collected for the EV market report is from a combination
of secondary and primary sources. Research interviews were conducted with senior executives
and/or managers of leading EV manufacturers and its service providers. These Key Opinion
Leaders (KOLs) were then provided a questionnaire to gather quantitative and qualitative inputs
on their operations, performance, strategies and views on the overall market, including key
developments and technology trends. Data from interviews is consolidated, checked for
consistency and accuracy, and the final market numbers are again validated by experts. The
global market was split by products, services and geography based on different factors like
primary and secondary sources, understanding of the number of companies operating in each
segment and also KOL insights.

We have used various secondary sources such as directories, articles, white papers, newsletters,
annual reports and paid databases such as OneSource, Hoovers and Factiva to identify and
collect information for extensive technical and commercial study of the electric vehicles market.

The key players in the market and its value chain were identified through secondary research and
their market opinions were also gathered in a similar way through telephonic interviews and
questionnaires. We have also studied the annual reports of these top market players. Interviews
with key opinion leaders such as directors, managers, marketing personnel were used extensively
in understanding the need and emergence of the global electric vehicles market.

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THE ARC ADVANTAGE

An analytical model lies at the core of our process, ensuring logical consistency
throughout our research. We complement the model with secondary data and
interviews with industry experts to reflect the latest trends. With our final expert
validation, we provide you with only the most accurate and actionable intelligence.





























THE ARC PROCESS
ANALYTICAL MODEL BASE MODEL CONSOLIDATED MODEL ARC MODEL
Analytical
Method
Base Method Consolidation
Method
Delphi
Verification
1. Granular
breakdown of
drivers into
factors

2. Validate all
factors in terms
of their present
impact on the
market

3. Assign weights
to these factors in
terms of their
relevance and
impact on the
market


4. Build the
Analytical Model
1. Get a top-
down estimate of
the market

2. Follow it up
with a bottom-up
estimate of the
market


3. Check
forconsistency
and new growth
factors that are
relevant over the
next 10 Years



4. Build the Base
model

1. Granular
breakdown of
drivers into
factors

2. Validate all
factors in terms
of their present
impact on the
market.

3. Assign weights
to these factors in
terms of their
relevance and
impact on the
market.


4. Build the
Consolidated
Model
1. Verify the
findings of the
model with
experts from
across the value
chain

2. Verify the
findings with
players across
small and large
enterprises


3. Tweak the
model and add
new factors


4. Finalize the
ARC Model

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