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 world’s 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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