STRATEGISCHE MARKTANALYSE IM BEREICH ELEKTROMOBILITÄT – STATUS & PROGNOSEN

As an experienced market research company in Germany, MEYER INDUSTRY RESEARCH prepares strategic market analyses and individual market studies for OEMs, suppliers and future market participants in the field of electromobility.

A market analysis of electromobility by MEYER INDUSTRY RESEARCH examines , for example, expected market volume, unit sales, competition, customer requirements, and trends in Germany's booming market for e-mobility.

CURRENT MARKET ANALYSIS PROJECTS IN THE FIELD OF E-MOBILITY

For our clients, we develop customer-specific market analyses that are individually tailored to the respective requirements. Click on the project examples to learn about some exemplary market analysis projects in the electromobility market.

Li-ion batteries will remain the dominant battery technology for electric vehicles in the next 10 years; according to the current state of development, significant commercialization of other battery technologies is not expected before 2030. Global battery manufacturing capacity for Li-ion cells will increase from the current level of approximately 200 GWh worldwide to approximately 600- 650 GWh in 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 that are also used in battery manufacturing, we investigated the global market for Li-ion manufacturing, identified the key battery producers in the regions, and analyzed the leading competitors for battery manufacturing technology worldwide.

The development of the charging infrastructure represents one of the greatest challenges in the implementation of electromobility. The market for charging technology includes suppliers of wallboxes, charging cables, and AC and DC charging stations. In addition, innovative technologies such as inductive charging systems or bidirectional charging are developing. For our client, a leading manufacturer of charging cables for e-mobility, we investigated the market for charging cables in Germany, Europe and worldwide as well as the leading providers of charging systems in the market. Our client used our market analysis on e-mobility cables and charging systems for the strategic further development of the business unit.

"Electric, fully networked, autonomous" - this is how leading OEMs describe the future of the automobile. The electrification of the powertrain and ancillary units in particular has a massive impact on suppliers in the field of hydraulic components for the powertrain, brakes, steering and chassis. Our client, a globally active system supplier of fluid technology components in the automotive sector, commissioned us with a comprehensive strategy analysis of market development, competitive reactions and possible growth areas in the course of the electrification of main and auxiliary units.

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

The global market for charging inlets for electric vehicles and hybrids is expected to increase fivefold by 2030, when it will reach around 34 million units (CAGR approx. 20%). In addition to established standards such as ChaDeMo, GB/T, CCS1 and 2 as well as the Tesla solution, a new standard is entering the market in the form of ChaoJi, which aims to harmonize the hitherto quite fragmented structure in the market for charging inlets. Against the background of this dynamic market development, we investigated the market situation and the key players in the market for charging inlets for electric vehicles such as Ampenol, Aptiv, Phoenix Contact, Mennekes and Avic Jonhon for a leading Tier1 supplier.

Electric drive axles are an essential component in many e-vehicles of the future. Numerous OEMs and suppliers are developing concepts in the field of e-axles, and market players such as Bosch and Continental expect a market worth billions in the foreseeable future. For our client, a component supplier for the axle sector, we investigated the market situation, the activities of the leading manufacturers as well as the competitive situation in the market from the perspective of our client.

E-delivery vehicles are electrically powered robots and small vehicles that deliver parcels or groceries to the customer's address fully automatically. A secured compartment containing the goods to be delivered can be unlocked using a smartphone. The aim of using delivery robots is to automate the "last mile". The market for delivery robots is currently in a pilot phase, with numerous providers experimenting with the electric delivery vehicles. For our client, a supplier in the field of sensor technology, we investigated the market for electric delivery robots. Due to the extensive use of sensor technology (ultrasound, IMU, lidar) and cameras, the market for electric delivery robots offers attractive market potential. Our market analysis showed the client the market opportunities and analyzed different market entry options.

What market opportunities does the future of autonomous, connected vehicles offer for suppliers outside the electronics and software sector? How will self-driving vehicles affect the overall market and the demand for certain vehicle components? How will service concepts and spare parts requirements change in the context of a "shared mobility" future? We were commissioned by a leading international automotive supplier to analyze the market and competitive perspective on this issue.

Our client, a leading global manufacturer of high-precision machining centers, has sophisticated production solutions for the mechanical machining of electric motor housings as they are increasingly used in all fields of e-mobility. For this purpose, the Swabian machine builder commissioned us with a structured global analysis of the manufacturer landscape of electric motor housings in e-vehicles.

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

MARKTPROGNOSEN ZUR ELEKTROMOBILITÄT 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 customized market analyses in the field of electromobility help our customers to maintain an overview in the rapidly changing market for e-mobility. Our market studies on electromobility bring together the latest market data and forecasts and evaluate them with regard to their business situation. This enables fact-based decisions to be made and investments to be made in a targeted manner.

MARKET ANALYSIS TOP 100 SUPPLIERS ELECTROMOBILITY

Market study on top 100 suppliers for electromobility: In our market study E-Mobility Zulieferer Deutschland 2020 by MEYER INDUSTRY RESEARCH, we systematically examined for the first time the leading 100 suppliers for electromobility based and manufacturing in Germany.

Facts about companies and the industry: The market study "E-Mobility Zulieferer Deutschland 2020" (E-Mobility Suppliers Germany 2020) surveyed the sales, employee numbers and profitability of the top 100 suppliers for electromobility based and manufacturing in Germany, the regional distribution of the companies and the product groups manufactured (e.g. drive battery, thermal management, power electronics, high-voltage components).

Global players and hidden champions: As expected, in the TOP 100 Suppliers of Electric Mobility 2020 market study, the major supplier groups such as Bosch, ZF and Schaeffler also play a leading role when it comes to systems and components for e-vehicles. At the same time, medium-sized specialists are also taking advantage of the opportunities arising from the increasing demand for charging infrastructure, e-motors, battery and control electronics.

Download our free market analysis SUPPLIERS ELECTRICITY Germany 2020 as pdf

Download Top 100 E-Mobility Suppliers

ROLE OF ELECTROMOBILITY FOR MEDIUM-SIZED SUPPLIERS

In the market analysis for electromobility, the major automotive suppliers show the trend of the industry:

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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