Global xEV System, Semiconductor and Sensor Demand Forecast 2020 to 2029 - July 2022
20.1%
Electric Motor 592 565 531 484 401 386 231 181 158 140 121 110 102 102 100 98 96
Total 123 153 206 256 329 441 400 472 617 738 817 842 819 820 806 797 832 11.7%
BOM ($)/
Vehicle 273 262 248 230 198 191 133 109 101 95 88 84 81 81 80 79 77 -5.8%
ASPs increased factoring impact of semi shortages
SEMICONDUCTOR REVENUE SEMICONDUCTOR UNITS
Report
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26/07/2022
Asif Anwar
|
Automotive
U.S. Market Automotive OTA Updates
occasional
OTA update to the infotainment system to fix software bugs to offering new features to end users. In
addition, several OEMs now offer OTA updates to more systems in
vehicles than just the infotainment
system, with updates to ADAS and other safety features, powertrain (especially for
electric vehicles), and
other electronics becoming
Report
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23/06/2022
Greg Basich
|
Automotive
Global xEV Semiconductor and Sensor Demand Forecast 2020 to 2029 - April 2022
in part of this report outside the authorised recipient organisations is expressly forbidden without the prior written permission of Strategy Analytics.
Copying in whole or in part of this report is expressly forbidden without the prior written permission of Strategy Analytics.
World Total EV-HEV
WORLD TOTAL BACK TO INDEX
Vehicles (kU) 2014
Report
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26/04/2022
Asif Anwar
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
19/04/2022
Kevin Mak
|
Automotive
Hertz Positions Itself as EV Rental Pioneer with 100K Tesla Order, Uber Partnership
Connected Mobility
Hertz Positions Itself as EV Rental Pioneer with
100K Tesla Order, Uber Partnership
28 October 2021
Report Snapshot
Car rental company Hertz is betting on
growing interest in
electric vehicles (EVs) in
many of its markets and will now far
outpace its competitors in this segment.
Still, the sheer scale of
Report
|
28/10/2021
Nicole Schlosser
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
20/10/2021
Kevin Mak
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
23/04/2021
Kevin Mak
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
12/10/2020
Kevin Mak
|
Automotive
Battery as a Service: Haven’t We Been Here Before?
NIO has recently launched its “BaaS” or “Battery as a Service” – NIO Power may be spun-off in the future, but its purpose is to offer charging and battery swapping services to owners of
electric vehicles – and not just NIO ones.
NIO Charging Points, Battery Swapping Station and Mobile Valet Charging Van (Source
Blog
|
24/08/2020
Kevin Mak
New Signs of BEV Interest, but Same Concerns of Ownership
%
21%
6%
1%
Q. How likely are you to consider a battery-powered
electric vehicle for your next
vehicle purchase?
Copyright© 2020 Strategy Analytics, Inc. 5
Consumer Interest in BEVs by Region
Modest-to-Major Increases from 2019
22%
17%
24%
19%
18%
Extremely likely Very likely Somewhat likely Not very likely Not at all likely
Report
|
21/05/2020
Derek Viita
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
20/04/2020
Kevin Mak
|
Automotive
Tier 1 Vendor Regional Design Center Database
Information, Powertrain Communication,
Electric Vehicles, Hybrid Powertrains, Multiplexing, Power Doors, Sunroofs, Transmission Control Japan Japan Aichi Nagoya Oct-07
Aisin Group SYS only Body, Powertrain Engine Oil Pumps, Latches, Sunroofs China China Jiangsu Nantong 80 (200 by Jan-16) Sep-11. Expansion to be completed by Dec-15 $25m expan-sion
Aisin
Report
|
23/10/2019
Kevin Mak
|
Automotive
Telenav Initiatives Reposition the Company for Further Growth
pursuing multiple value-adding initiatives.
The company’s emphasis on data and the integration with
electric
vehicles, advanced driver assistance systems, and cloud resources is
opening the way to a comprehensive in-cabin experience that takes the
company well beyond simple in-dash navigation. This report examines
Telenav’s efforts in the
Report
|
18/09/2019
Roger Lanctot
|
Automotive
Can TI "Drive" GaN Power Electronics in the Automotive Market?
including Hella, Canoo (an EV start-up, looking to
launch in 2021, see the Strategy Analytics report, OEM Hybrid and
Electric Vehicle Strategies: Investments,
Alliances and Restructuring, Move to Mass Electrification Begins) and Brightloop (power converter specialist),
and is also participating in the Toyota All-GaN-
Vehicle project that features a
Report
|
23/04/2020
Asif Anwar
|
Automotive
OEM Autonomous Vehicle Strategies and Roadmaps: COVID-19 Impact
Autonomous Driving Technologies 61
3.2.4 The Beijing Hyundai Development for Autonomous Driving and Other Platforms 61
3.2.5 BAIC Groups Joint Ventures and Autonomous
Vehicle Roadmap 61
3.3 BYD 63
3.3.1 BYD’s “7 + 4” Strategy for
Electric Vehicles and Autonomous Driving 63
3.4 Changan Automobile 64
3.4.1 Changan’s “Dubhe” Intelligent Strategy
Report
|
29/07/2020
Angelos Lakrintis
|
Automotive