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Powertrain, Body, Chassis and Safety

OEM Hybrid and Electric Vehicle Strategies: Tesla Technology Leads; SPACs and Electric Vans Help Start-Ups



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Report Summary:

Tesla is about to approach the half-million-units-a-year mark with a market capital challenging the largest established auto groups, Volkswagen and Toyota. Leveraging an established lead in EV development, the company is able to offer class leading powertrain efficiency in the battery electric sector, and the tabless 4680 format battery cell with dry electrode coating technology aims to lower cost further.  Meanwhile, start-up auto makers are receiving much-needed investment from SPACs, while some of them are receiving interest in their electric delivery vans.
Table of Contents

1. Executive Summary
2. Introduction
    1. Incentives Still Required
    2. Tesla Market Capital and Technology Lead
    3. Repurpose the Dealer Network
    4. Blank Check Investors
    5. Electric Delivery Vans and Trucks
    6. Cell-To-Pack
3. Battery Technology Development
    1. Tesla Battery Day
    2. Other Development Programs
    3. Battery Management Systems
    4. Battery Thermal Management
    5. Cobalt Reduction in NCM (Nickel Cobalt Manganese Oxide)
    6. Solid State Batteries
        1. Lithium Sulfur
    7. New Battery Chemistries
        1. Air Batteries
        2. Fluoride Electrolyte
        3. Silicon Anodes
    8. Other Battery Developments
4. Battery Production Capacity
    1. Europe
    2. China
    3. Japan
    4. Korea
    5. India
    6. North America
    7. Rest of the World
5. Electric Motors
    1. Rare Earth Reduction
    2. e-Axles
    3. In-Wheel Motors
    4. New Motor Concepts
        1. Equipmake
        2. EVR Motors
        3. Hunstable Electric Turbine
        4. Switched Reluctance
6. Charging Infrastructure
    1. Fast-Charging
    2. Mobile Charging
    3. V2G
    4. Wireless Charging
    5. Other
7. Power Electronics
    1. Silicon
    2. SiC
        1. Deployments
        2. Developments
        3. Production Process
        4. Wafer Supply
    3. GaN
    4. Ga2O3
    5. Other
8. Other Systems
    1. HVAC
    2. Ultracapacitors
    3. Other
9. Global OEM Activities
    1. BMW
        1. Jaguar-Land Rover
    2. Daimler
    3. FIAT-Chrysler
    4. Ford
    5. General Motors
    6. Honda
    7. Hyundai-Kia
    8. PSA Peugeot Citroën
    9. Renault-Nissan-Mitsubishi
    10. Tesla
    11. Toyota
        1. Mazda
        2. Subaru
        3. Suzuki
    12. Volkswagen
10. Chinese Mainstream OEM Activities
    1. BAIC
    2. BYD
    3. Chang’an
    4. Chery
    5. Dongfeng
    6. FAW
    7. GAC
    8. Geely (including Lotus and Volvo Cars)
    9. Great Wall
    10. JAC
    11. Qoros (Baoneng)
    12. SAIC
    13. Others
11. Chinese EV Start-Up Activities
    1. AIWAYS
    2. Bordrin
    3. Chaowei
    4. Chehejia / Leading Ideal
    5. Faraday Future
    6. Harmony/Future Mobility (Byton)
    7. Hozon
    8. Human Horizons
    9. Karma Automotive
    10. Leapmotor
    11. Lucid Motors
    12. Morris Commercial
    13. NIO
    14. NEVS (Evergrande)
    15. REECH
    16. Sinomach
    17. Skywell
    18. WM Motor
    19. Xiaopeng (XPENG) Motors
12. Other EV Start-Up Activities
    1. Aptera
    2. Arrival
    3. Atlis
    4. Bollinger
    5. Canoo (previously Evelozcity)
    6. Electra Meccanica
    7. Electric Brands
    8. ElectroMobilityPoland
    9. Fisker
    10. FOMM
    11. Hyperion
    12. Lordstown
    13. Micro Mobility Systems
    14. Mullen Technologies
    15. Nikola
    16. REE
    17. Rivian
    18. Sono Motors
    19. Uniti
    20. TOGG
    21. VIA Motors
    22. Workhorse
13. Market Forecast
    1. Global HEV/EV Powertrain Forecast
        1. Mild Hybrid Production Forecast
        2. Full Hybrid Production Forecast
        3. Plug-In Hybrid Production Forecast
        4. Battery Electric Production Forecast
        5. Fuel Cell Production Forecast
    2. Regional HEV/EV Powertrain Forecast
        1. North America HEV/EV Powertrain Forecast
        2. Japan HEV/EV Powertrain Forecast
        3. Europe HEV/EV Powertrain Forecast
        4. Russia HEV/EV Powertrain Forecast
        5. South Korea HEV/EV Powertrain Forecast
        6. China HEV/EV Powertrain Forecast
        7. India HEV/EV Powertrain Forecast
        8. Brazil HEV/EV Powertrain Forecast
        9. Thailand HEV/EV Powertrain Forecast
        10. RoW HEV/EV Powertrain Forecast
    3. OEM Market Shares
        1. Hybrid Vehicles
        2. Battery Electric Vehicles
14. How Can We Help You?

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