STRATEGIC MARKET ANALYSIS IN THE FIELD OF ELECTROMOBILITY – STATUS & FORECASTS

Für OEMs, Zulieferer und zukünftige Marktteilnehmer im Feld der Elektromobilität erstellt MEYER INDUSTRY RESEARCH als erfahrenes Marktforschungsunternehmen strategische Marktanalysen und individuelle Marktstudien.

Eine Marktanalyse Elektromobilität von MEYER INDUSTRY RESEARCH untersucht beispielsweise erwartetes Marktvolumen, Stückzahlen, Wettbewerb, Kundenanforderungen sowie Trends im Markt für E-Mobilität.

CURRENT MARKET RESEARCH & MARKET ANALYSIS PROJECTS IN THE FIELD OF E-MOBILITY

Für unsere Auftraggeber erarbeiten wir kundenspezifische Marktanalysen, die individuell auf die jeweiligen Anforderungen zugeschnitten sind. Klicken Sie auf die Projektbeispiele, um einige beispielhafte Marktanalyse-Projekte im Markt für Elektromobilität kennenzulernen.

Lithium-ion batteries will remain the dominant battery technology for electric vehicles for the next 10 years; significant commercialization of other battery technologies is not expected before 2030, based on the current state of development. Global production capacity for lithium-ion cells is projected to increase from approximately 200 GWh worldwide to around 600-650 GWh by 2023. China will clearly dominate as a manufacturing location, but the EMEA region is also building significant production capacity. For our client, a provider of automation systems and assembly robotics used in battery manufacturing, we examined the global market for lithium-ion manufacturing, identified the key battery producers in the various regions, and analyzed the leading competitors in battery manufacturing technology worldwide.

The development of charging infrastructure represents one of the biggest challenges in implementing electromobility. The market for charging technology includes providers of wallboxes, charging cables, and AC and DC charging stations. Innovative technologies such as inductive charging systems and bidirectional charging are also emerging. For our client, a leading manufacturer of charging cables for e-mobility, we analyzed the market for charging cables in Germany, Europe, and worldwide, as well as the leading providers of charging systems. Our client used our market analysis of e-mobility cables and charging systems for the strategic development of this business unit.

"Electric, fully networked, autonomous" – that's how leading OEMs describe the future of the automobile. The electrification of the powertrain and auxiliary components, in particular, has a massive impact on suppliers of hydraulic components for drive, brakes, steering, and chassis. Our client, a global systems supplier of fluid power components for the automotive sector, commissioned us to conduct a comprehensive strategy analysis of market developments, competitive reactions, and potential growth areas resulting from the electrification of main and auxiliary components.

"Which cooling concepts will vehicles with hybrid and fully electric powertrains use in the future?" We investigated this question for a system supplier of fluid technology components in the e-mobility market. A variety of cooling concepts are found in electric vehicles, ranging from conventional glycol-based systems to air cooling, convection systems, PCM, and novel refrigerant-based solutions. Through comprehensive market and technology analyses, we developed a market overview and an outlook on technological developments in vehicle cooling for electromobility.

The global market for charging inlets for electric and hybrid vehicles is expected to grow fivefold by 2030, reaching approximately 34 million units (CAGR of about 20%). Alongside established standards such as CHAdeMO, GB/T, CCS1 and 2, and the Tesla solution, a new standard, ChaoJi, is entering the market, aiming to harmonize the currently fragmented charging inlet market. Against the backdrop of this dynamic market development, we analyzed the market situation and key players in the electric vehicle charging inlet market, including Ampenol, Aptiv, Phoenix Contact, Mennekes, and Avic Jonhon, for a leading Tier 1 supplier.

Electric drive axles are a key component in many future electric vehicles. Numerous OEMs and suppliers are developing e-axle concepts, and market players like Bosch and Continental anticipate a multi-billion-dollar market in the foreseeable future. For our client, a component supplier for the axle sector, we analyzed the market situation, the activities of leading manufacturers, and the competitive landscape from our client's perspective.

E-delivery vehicles are electrically powered robots and small vehicles that automatically deliver packages or groceries to customer addresses. A secure compartment containing the goods to be delivered can be unlocked using a smartphone. The goal of deploying these delivery robots is to automate the "last mile." The market for delivery robots is currently in a pilot phase, with numerous providers experimenting with these electric delivery vehicles. For our client, a supplier in the field of sensor technology, we examined the market for electric delivery robots. Due to the extensive use of sensors (ultrasound, IMU, lidar) and cameras, the market for electric delivery robots offers attractive market potential. Our market analysis identified the market opportunities for the client and analyzed various market entry options.

What market opportunities does the future of autonomous, connected vehicles offer for suppliers outside the electronics and software sectors? How will self-driving vehicles affect the overall market and the demand for specific vehicle components? How will service concepts and spare parts requirements change in the context of a "shared mobility" future? A leading international automotive supplier commissioned us to analyze the market and competitive landscape in relation to these questions.

Our client, a world-leading manufacturer of high-precision machining centers, possesses sophisticated manufacturing solutions for the mechanical processing of electric motor housings, which are increasingly used in all areas of e-mobility. The Swabian machine manufacturer commissioned us to conduct a structured global analysis of the electric motor housing manufacturers for electric vehicles.

The global market for high-voltage connectors (Class 3-5), driven by strong growth in electric and hybrid vehicles, is projected to reach approximately 92 million units in 2025 and around 148 million units in 2030. Against this backdrop of attractive growth potential, our market analysis for high-voltage connectors examined the activities of leading European OEMs and connector manufacturers such as TE, Rosenberger, and Aptiv.

MARKET FORECASTS ON ELECTROMOBILITY 2025 – 2031

Über die Zukunft der E-Mobilität und anderer alternativer Antriebe wird wieder viel diskutiert. Die Euphorie der letzten Jahre hat sich gelegt, OEMs reduzieren aktuell ihre Pläne zum Ausbau rein elektrischer Antriebskonzepte und revidieren ihre mittelfristigen Ziele und Strategien in Sachen E-Mobility. Sogenannte “Multi-Energy” Plattformen, die sich je nach Marktbedarf und Kundenwünschen sowohl mit Verbrennern, Hybriden als auch elektrischen Architekturen bestücken lassen, gewinnen in der aktuellen Modellplanung der führenden OEMs wieder mehr an Bedeutung. Auch die großen Zulieferer müssen ihre Kapazitäten im Bereich von E-Mobility Komponenten anpassen und sich auf die verzögerte Marktentwicklung einstellen.

Die in der Branche oft herangezogenen Marktprognosen der Analysten von IHS Automotive/ S&P Global sehen in ihrer aktuellen Prognose aus Ende 2024 entsprechend auch eine verzögerte, wenn doch nach wie vor klar positive Marktentwicklung beim Anteil von BEVs: Im Jahr 2031 sollen ca. 32% der globalen Light Vehicle Produktion auf Basis von BEV-Plattformen erfolgen, deutlich weniger als in vorherigen Prognosen erwartet. 30% der Produktion im Jahr 2031 sollen auf Basis von ICE/ Verbrenner und 38% auf Basis “Multi-Energy” Plattformen, die also für verschiedenartige Antriebskonzepte ausgelegt sind, erfolgen.

Die höchsten Anteile an reinen BEV-Plattformen großer europäischer OEMs erwartet man dabei bei Volkswagen, das 2031 ca. 45% seiner Produktion auf Basis reiner BEV-Plattformen realisieren will. Auch bei Mercedes Benz wird eine überdurchschnittliche BEV-Plattformquote von ca. 40% erwartet, gefolgt von BMW mit ca. 32%. Der Markt bleibt also in Bewegung und die aktuellen politischen Verschiebungen dürften zu einer hohen Dynamik in der Branche beitragen.

Our tailored market analyses in the field of electromobility help our clients maintain an overview of the rapidly changing e-mobility market. Our electromobility market studies compile the latest market data and forecasts and evaluate them in relation to their specific business situation. This enables fact-based decisions and targeted investments.

MARKET ANALYSIS TOP 100 ELECTROMOBILITY SUPPLIERS

Marktstudie zu Top 100 Zulieferern für die Elektromobilität: In unserer Marktstudie E-Mobility Zulieferer Deutschland 2020 von MEYER INDUSTRY RESEARCH untersuchten wir erstmalig systematisch die führenden 100 Zulieferer für die Elektromobilität mit Sitz und Fertigung in Deutschland.

Fakten zu Unternehmen und Branche: Erhoben wurden in der Marktstudie „E-Mobility Zulieferer Deutschland 2020“ Umsatz, Mitarbeiterzahlen und Profitabilität der Top 100 Zulieferer für die Elektromobilität mit Sitz und Fertigung in Deutschland, die regionale Verteilung der Unternehmen sowie die gefertigten Produktgruppen (z.B. Antriebsbatterie, Thermomanagement, Leistungselektronik, Hochvoltkomponenten).

Global Player und Hidden Champions: Erwartungsgemäß spielen in der Marktstudie TOP 100 Zulieferer Elektromobilität 2020 die großen Zulieferkonzerne wie Bosch, ZF und Schaeffler auch eine führende Rolle, wenn es um Systeme und Komponenten für E-Fahrzeuge geht. Gleichzeitig nutzen auch mittelständische Spezialisten die Chancen, die sich aus dem steigenden Bedarf an Ladeinfrastruktur, E-Motoren, Batterie und Steuerungselektronik ergeben.

Download our free market analysis "Electromobility Suppliers Germany 2020" as a PDF

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ROLE OF ELECTROMOBILITY FOR MEDIUM-SIZED SUPPLIERS

In their market analysis for electromobility, the major automotive suppliers reveal the industry trend:

So rechnet Bosch, ein führender Zulieferer wesentlicher Komponenten für die Elektromobilität, aktuell mit einem verzögerten, aber nach wie vor vorhandenen Aufwärtstrend bei der E-Mobilität. Man erwartet ein weiteres Wachstum, das nicht linear, sondern in Wellen verläuft, mittelfristig aber zu einem klar steigenden Anteil elektrischer Antriebe führen wird. Der Zulieferer ZF geht ebenso davon aus, dass der Umbau länger dauern wird als ursprünglich geplant und vor allem Plug-In Hybride eine wichtige Rolle in den kommenden Jahren spielen werden. Ein Rückkehr zum reinen Verbrenner sieht aber auch ZF als Irrweg.

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