このレポートは軽量車両、中型車両、重量車両向けのバッテリー式EV、プラグインハイブリッドEV、燃料電池式EVなどのEV市場におけるアップスタート企業に注目しています。アップスタート企業は過去3年にEV車両を発売した企業と、現在企業の1台目となるEVを開発中の企業を対象にしています。
Report Details
Interest in and adoption of battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel cell vehicles (FCVs) continues to grow globally, driven by declining costs from battery innovations and supportive government policies. However, challenges remain concerning costs, limited model availability in certain vehicle classes, and gaps in charging infrastructure solutions. Although these challenges may be limiting in the near term, they present opportunities for new competitors to establish a footprint in the future automotive market.
Although global EV market momentum has been strong, that strength has relied heavily on government support and been buoyed by years of growth in the overall vehicle markets. These conditions are changing. EV markets have grown to substantial penetration rates in many regions, and governments are beginning to revise policy support. At the same time, global automotive markets hit a peak in 2017-2018, and before the coronavirus crisis, it was not expected to regain this peak until 2021 2022. With the coronavirus crisis persisting, regaining the peak will likely take 1-2 additional years. In the long term, those that survive will likely do well because governments (primarily local) are expected to increase scrutiny of vehicle emissions impacts on local air quality following the crisis.
This Guidehouse Insights Leaderboard report looks at the field of upstarts across light, medium, and heavy duty vehicle classes producing BEVs, PHEVs, and FCVs. The companies included within the analysis are manufacturers that have launched their first vehicle in the past 3 years or are working toward production launch of their first vehicle. These companies have been analyzed and compared across the following areas: differentiation, go-to-market strategy, partners, investments, geographic reach, performance, portfolio, marketing, innovation, and staying power.
Top 10 Vendors
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Rivian
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NIO
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Nikola
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Xpeng
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Weltmeister
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BYTON
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AIWAYS
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Canoo
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Arrival
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Lucid Motors