출판MarketsandMarkets（마켓츠앤드마켓츠）출판년월：2021년11월
・스마트 전기 구동 시장:차량 타입(PC, CV, 2W), EV 타입(BEV, PHEV, HEV), 부품(파워 일렉트로닉스, E 브레이크 부스터, 인버터, 모터, 배터리), 용도(E 액슬, 휠 드라이브), 드라이브(FWD, RWD , AWD), 지역별 – 2026년까지의 세계 예측
Smart Electric Drive Market by Vehicle Type (PC, CV, 2W), EV Type (BEV, PHEV, HEV), Component (Power Electronics, E-Brake Booster, Inverter, Motor, Battery), Application (E-Axle, Wheel Drive), Drive (FWD, RWD, AWD), and Region – Global Forecast to 2026
| 폐이지수 | 354 |
| 도표수 | 398 |
| 구성 | 영문조사보고서 |
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| 목차 | 견적문의의뢰 |
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The global smart electric drive market size is projected to grow from USD 915 Million in 2021 to USD 4,245 Million by 2026, at a CAGR of 35.9%. Factors such as increasing demand for electric vehicles around the world, growing demand for smart electric drive equipment due to their higher vehicle efficiency, lower parts weight and compact size of assembly will boost the demand for smart electric drive market. The growing concern for larger distance commuting using EV’s will also boost the market.
“E-axle Segment is expected to be the largest market in the application segment in the forecast.”
E-axle demand will be growing at a rapid pace with the increase in demand for EVs in the market. This is due to the fast growing demand for mass produced EVs in the market and growing demand for zero-emission vehicles. Asia Pacific is expected to be the largest market with many large EV manufacturers using e-axles from Aisin and Nidec in the region. For instance, In February 2020, Nidec announced the launch of its two-new e-axles developed for 200 kW and 50 kW drivetrains. Their e-axle system comprises a fully integrated traction motor system with an electric motor, reduction gearbox, and inverter. The Ni200Ex is developed for D and E segment cars and offers a higher output than its earlier available Ni150Ex model. Europe is also expected to be a large market, with GKN producing e-axles for companies like Volvo, BMW, and Porsche. Most manufacturers in the North American region use in-house manufacturing for passenger cars, and companies like Dana, Meritor, etc., manufacture e-axles for electric trucks. For Instance, in January 2019, BorgWarner launched its new range of electric drivetrains through its new iDM e-axle. It is developed for use in all kinds of EVs. Thus, with component manufacturers and OEMs adopting advanced integrated technologies to provide smart electric drive, the market would grow in the near future.
“Asia Pacific is expected to be the largest market during the forecast period.”
The Asia Pacific Smart electric drive market will be led by countries like China, Japan and South Korea. The governments of these countries have supported the growth of EV demand through subsidies, favorable policies for EV’s and discouraging the use of petrol. This will lead to a fast-growing demand for the smart electric drive Market in the region with their increased adoption in EV’s and rising EV demand. The adoption of smart electric drives have been in use in China and Japan followed by South Korea, India and rest of Asia Pacific. With the rise in production capacity/ mass manufacturing for smart drivetrain and adoption of technology by OEMs in a country would support growth of smart electric drive market. China is expected to be the largest and fastest-growing market with high EV demand in the country and companies like Geely, GAC, etc. using e-axles to develop their EV’s. Japan will be one of the fast-growing market in the region due to top component manufacturers like Nidec, Aisin, Denso manufacturing smart electric drive modules and components.
“North America to be the fastest-growing region during the forecast period”
The North American region will have one of the fastest-growing demand for the smart electric drive market. The market in the region will be led by sales of some top selling EV’s in US and Canada due to high demand across some of their states. Top OEM’s like GM, Ford are working with smart electric drive component manufacturers like BorgWarner, Hitachi, LG, Magna, ZF, etc. for their EV’s. This will lead to a gradual increase in demand for the smart electric drive market in the coming years.
In-depth interviews were conducted with CEOs, marketing directors, other innovation and technology directors, and executives from various key organizations operating in this market.
• By Company Type: Tier I – 42%, Tier II – 40%, and Tier III – 18%
• By Designation: C Level Executives – 57%, Directors – 29%, and Others – 14%
• By Region: North America – 38%, Europe – 32%, Asia Pacific – 25%, RoW – 5%
The smart electric drive market is dominated by global players such as Nidec Corporation (Japan), Aisin Corporation (Japan), BorgWarner (US), Bosch (Germany) and ZF group (Germany). These companies have been developing new products, adopted expansion strategies, and undertaken collaborations, partnerships, and mergers & acquisitions to gain traction in the high-growth smart electric drive market.
Research Coverage:
The report covers the smart electric drive market, in terms of Vehicle Type (Passenger Cars, Commercial Vehicles and 2-Wheelers), EV Type (BEV, HEV and PHEV), Component, Commercial Vehicle Type, 2-Wheeler, Drive Type, Application, and Region (Asia Pacific, Europe, North America, and Rest of the World). It covers the competitive landscape and company profiles of the major players in the smart electric drive ecosystem.
The study also includes an in-depth competitive analysis of the key players in the market, along with their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.
Key Benefits of Buying the Report:
• The report will help market leaders/new entrants in this market with information on the closest approximations of revenue numbers for the overall smart electric drive market and its subsegments.
• This report will help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies.
• The report also helps stakeholders understand the pulse of the market and provides them information on key market drivers, restraints, challenges, and opportunities.
목차
1 INTRODUCTION 26
1.1 OBJECTIVES OF THE STUDY 26
1.2 MARKET DEFINITION 27
FIGURE 1 ELECTRIC SCOOTER (MOPED) 29
1.2.1 INCLUSIONS & EXCLUSIONS 30
TABLE 1 INCLUSIONS & EXCLUSIONS IN THE SMART ELECTRIC DRIVE MARKET 30
1.3 MARKET SCOPE 31
FIGURE 2 MARKETS COVERED 31
1.3.1 YEARS CONSIDERED FOR THE STUDY 31
1.4 CURRENCY & PRICING 32
1.5 PACKAGE SIZE 32
1.6 STAKEHOLDERS 32
1.7 SUMMARY OF CHANGES 33
2 RESEARCH METHODOLOGY 34
2.1 RESEARCH DATA 34
FIGURE 3 SMART ELECTRIC DRIVE MARKET: RESEARCH DESIGN 34
FIGURE 4 RESEARCH DESIGN MODEL 35
2.1.1 SECONDARY DATA 36
2.1.1.1 Key secondary sources 36
2.1.1.2 Key data from secondary sources 37
2.1.2 PRIMARY DATA 37
FIGURE 5 BREAKDOWN OF PRIMARY INTERVIEWS 38
2.1.3 PRIMARY PARTICIPANTS 38
2.2 MARKET ESTIMATION METHODOLOGY 39
FIGURE 6 RESEARCH METHODOLOGY: HYPOTHESIS BUILDING 40
2.3 MARKET SIZE ESTIMATION 41
2.3.1 BOTTOM-UP APPROACH 41
FIGURE 7 SMART ELECTRIC DRIVE MARKET: BOTTOM-UP APPROACH 41
2.3.2 TOP-DOWN APPROACH 41
FIGURE 8 SMART ELECTRIC DRIVE MARKET: TOP-DOWN APPROACH 42
FIGURE 9 SMART ELECTRIC DRIVE MARKET: RESEARCH DESIGN AND METHODOLOGY 42
FIGURE 10 RESEARCH APPROACH: SMART ELECTRIC DRIVE MARKET 43
2.3.3 DEMAND-SIDE APPROACH 43
FIGURE 11 TOP-DOWN RESEARCH METHODOLOGY APPROACH: COMPANY BASED REVENUE APPROACH 44
2.4 MARKET BREAKDOWN AND DATA TRIANGULATION 45
FIGURE 12 DATA TRIANGULATION 45
2.5 FACTOR ANALYSIS 46
2.5.1 FACTOR ANALYSIS FOR MARKET SIZING: DEMAND AND SUPPLY SIDE 46
2.6 ASSUMPTIONS 46
2.7 RESEARCH LIMITATIONS 47
3 EXECUTIVE SUMMARY 49
FIGURE 13 SMART ELECTRIC DRIVE MARKET: MARKET OVERVIEW 50
FIGURE 14 SMART ELECTRIC DRIVE MARKET, BY REGION, 2021–2026 (USD MILLION) 51
FIGURE 15 BEV SEGMENT EXPECTED TO GROW AT A HIGHER CAGR DURING FORECAST PERIOD (2021–2026) 52
4 PREMIUM INSIGHTS 53
4.1 ATTRACTIVE OPPORTUNITIES IN THE SMART ELECTRIC DRIVE MARKET 53
FIGURE 16 INCREASING DEMAND FOR SMART DRIVE TECHNOLOGY IN ELECTRIC VEHICLES TO DRIVE THE MARKET 53
4.2 SMART ELECTRIC DRIVE MARKET GROWTH RATE, BY REGION 54
FIGURE 17 ASIA PACIFIC PROJECTED TO BE THE LARGEST MARKET 54
4.3 SMART ELECTRIC DRIVE MARKET, BY COMPONENT 54
FIGURE 18 EV BATTERIES TO BE THE LARGEST SEGMENT (2021–2026) 54
4.4 SMART ELECTRIC DRIVE MARKET, BY APPLICATION 55
FIGURE 19 E-AXLES EXPECTED TO HOLD MAJORITY OF THE MARKET (2021–2026) 55
4.5 SMART ELECTRIC DRIVE MARKET, BY DRIVE TYPE 55
FIGURE 20 FWD SEGMENT TO OCCUPY A LARGER MARKET SHARE DURING FORECAST PERIOD (2021–2026) 55
4.6 SMART ELECTRIC DRIVE MARKET, BY EV TYPE 56
FIGURE 21 BEV SEGMENT EXPECTED TO LEAD THE MARKET DURING FORECAST PERIOD (2021–2026) 56
4.7 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE 56
FIGURE 22 COMMERCIAL VEHICLE SEGMENT EXPECTED TO GROW AT HIGHER CAGR DURING FORECAST PERIOD (2021–2026) 56
4.8 SMART ELECTRIC DRIVE MARKET, BY COMMERCIAL VEHICLE TYPE 57
FIGURE 23 ELECTRIC TRUCK DEMAND IS EXPECTED TO GROW AT HIGHER CAGR DURING FORECAST PERIOD (2021–2026) 57
4.9 SMART ELECTRIC DRIVE MARKET, BY 2-WHEELER TYPE 57
FIGURE 24 ELECTRIC SCOOTERS WILL BE LARGEST AND FASTEST GROWING SEGMENT (2021–2026) 57
5 MARKET OVERVIEW 58
5.1 INTRODUCTION 58
5.2 MARKET DYNAMICS 59
FIGURE 25 SMART ELECTRIC DRIVE MARKET DYNAMICS 59
TABLE 2 SMART ELECTRIC DRIVE MARKET: IMPACT OF MARKET DYNAMICS 60
5.2.1 DRIVERS 60
5.2.1.1 Alternate materials & overall weight reduction to open new avenues in electric vehicles technologies 60
FIGURE 26 SMART ELECTRIC DRIVE GKN’S LOW WEIGHT E-DRIVE MODULE 61
5.2.1.2 Adoption of advanced technologies in electric vehicles 61
TABLE 3 E-AXLE DEVELOPMENTS, BY KEY MANUFACTURERS 62
5.2.1.3 Reducing cost of EV batteries will reduce the price of smart electric drive modules 62
FIGURE 27 GLOBAL LITHIUM-ION EV BATTERY PRICES (PER KWH) 63
5.2.1.4 Lower operating costs of EVs will increase demand for smart electric drive modules 63
TABLE 4 AVERAGE GASOLINE AND DIESEL PRICES OVER THE YEARS (US),
(2016-2020) 64
FIGURE 28 GLOBAL GASOLINE CONSUMPTION TREND, 2011-2020 64
5.2.2 RESTRAINTS 64
5.2.2.1 High cost of smart electric drive systems/modules 64
TABLE 5 GLOBAL AVERAGE SELLING PRICE OF COMPONENTS 65
5.2.2.2 Maintaining and achieving optimum power-to-weight ratio 65
TABLE 6 VEHICLE POWER TO COMPONENT WEIGHT RATIO 65
TABLE 7 POWER OUTPUT TO VEHICLE WEIGHT 66
5.2.3 OPPORTUNITIES 66
5.2.3.1 Increase in demand for EVs 66
FIGURE 29 BEV AND PHEV SALES (THOUSAND UNITS) 67
5.2.3.2 Government policies promoting sales of electric vehicles 67
TABLE 8 GOVERNMENT PROGRAMS FOR THE PROMOTION OF ELECTRIC COMMERCIAL VEHICLE SALES 68
FIGURE 30 EMISSION NORMS AROUND THE WORLD, 2021 68
FIGURE 31 GOVERNMENT TARGETS FOR EVS 69
5.2.3.3 Integrated mobility solutions and ride-hailing will increase demand for smart electric drives 69
FIGURE 32 RIDESHARING MARKET IS ON RISE, 2021 -2026 70
5.2.4 CHALLENGES 70
5.2.4.1 Inadequate charging infrastructure for electric vehicles in emerging countries 70
FIGURE 33 EV CHARGING DEMAND, 2020-2030 71
5.2.4.2 Developing fail-safe electronic and electrical components 71
5.3 PORTER’S FIVE FORCES 72
FIGURE 34 PORTER’S FIVE FORCES: SMART ELECTRIC DRIVE MARKET 72
TABLE 9 SMART ELECTRIC DRIVE MARKET: IMPACT OF PORTERS 5 FORCES 73
5.3.1 THREAT OF SUBSTITUTES 73
5.3.2 THREAT OF NEW ENTRANTS 73
5.3.3 BARGAINING POWER OF BUYERS 73
5.3.4 BARGAINING POWER OF SUPPLIERS 73
5.3.5 RIVALRY AMONG EXISTING COMPETITORS 74
5.4 SMART ELECTRIC DRIVE MARKET ECOSYSTEM 74
FIGURE 35 SMART ELECTRIC DRIVE MARKET: ECOSYSTEM ANALYSIS 74
5.4.1 EV CHARGING PROVIDERS 74
5.4.2 TIER I SUPPLIERS 75
5.4.3 EV BATTERY MANUFACTURERS 75
5.4.4 OEMS 75
5.4.5 END USERS 75
TABLE 10 SMART ELECTRIC DRIVE MARKET: ROLE OF COMPANIES IN ECOSYSTEM 75
5.5 VALUE CHAIN ANALYSIS 77
FIGURE 36 VALUE CHAIN ANALYSIS OF SMART ELECTRIC DRIVE MARKET 77
5.6 SMART ELECTRIC DRIVE AVERAGE PRICING ANALYSIS 78
TABLE 11 SMART ELECTRIC DRIVE: AVERAGE PRICE COMPARISON (USD), 2020 78
5.7 MACRO INDICATOR ANALYSIS 79
5.7.1 INTRODUCTION 79
5.7.1.1 Battery electric vehicle sales as a percentage of total electric vehicle sales 79
5.7.1.2 GDP (USD billion) 79
5.7.1.3 GNP per capita, Atlas Method (USD) 79
5.7.1.4 GDP per capita PPP (USD) 79
5.7.2 MACRO INDICATORS INFLUENCING THE HYBRID SYSTEM MARKET FOR TOP 3 COUNTRIES 80
5.7.2.1 Japan 80
TABLE 12 JAPAN: RISING DEBT-GDP RATIO TO BE THE MOST CRUCIAL INDICATOR GIVEN ITS EXCESSIVELY WEAK PERFORMANCE IN THE RECENT PAST 80
5.7.2.2 China 81
TABLE 13 CHINA: DOMESTIC DEMAND EXPECTED TO PLAY A CRUCIAL ROLE OWING TO A HOST OF CHINESE DOMESTIC CARMAKERS 81
5.7.2.3 US 82
TABLE 14 US: RISING GNI PER CAPITA EXPECTED TO DRIVE THE SALES OF LUXURY VEHICLES DURING THE FORECAST PERIOD 82
5.8 CASE STUDY 82
5.8.1 A PERFORMANCE AND COST OVERVIEW OF SELECTED SOLID-STATE ELECTROLYTES FOR EV BATTERIES 82
5.8.2 DEVELOPMENT OF COMMERCIAL VEHICLE E-AXLE SYSTEM BASED ON NVH PERFORMANCE OPTIMIZATION 83
5.9 REGULATORY OVERVIEW 84
5.9.1 NETHERLANDS 84
TABLE 15 NETHERLANDS: ELECTRIC VEHICLE INCENTIVES 84
TABLE 16 NETHERLANDS: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 84
5.9.2 GERMANY 85
TABLE 17 GERMANY: ELECTRIC VEHICLE INCENTIVES 85
TABLE 18 GERMANY: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 85
5.9.3 FRANCE 86
TABLE 19 FRANCE: ELECTRIC VEHICLE INCENTIVES 86
TABLE 20 FRANCE: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 86
5.9.4 UK 86
TABLE 21 UK: ELECTRIC VEHICLE INCENTIVES 87
TABLE 22 UK: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 87
5.9.5 CHINA 87
TABLE 23 CHINA: ELECTRIC VEHICLE INCENTIVES 88
TABLE 24 CHINA: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 88
5.9.6 US 88
TABLE 25 US: ELECTRIC VEHICLE INCENTIVES 88
TABLE 26 US: ELECTRIC VEHICLE CHARGING STATIONS INCENTIVES 88
5.10 PATENT ANALYSIS 89
TABLE 27 IMPORTANT REGISTRATIONS RELATED TO SMART E DRIVE MARKET 89
5.11 TRENDS AND DISRUPTIONS 91
FIGURE 37 TRENDS AND DISRUPTIONS IN THE SMART ELECTRIC DRIVE MARKET 91
5.12 SMART ELECTRIC DRIVE MARKET: COVID-19 IMPACT 91
5.12.1 IMPACT ON RAW MATERIAL SUPPLY 91
5.12.2 COVID-19 IMPACT ON AUTOMOTIVE EV INDUSTRY 91
5.12.3 ANNOUNCEMENTS-OEM AND COMPONENT MANUFACTURER 92
TABLE 28 ANNOUNCEMENTS 92
5.12.4 IMPACT ON AUTOMOTIVE PRODUCTION 93
5.13 SMART ELECTRIC DRIVE MARKET SCENARIO ANALYSIS 93
FIGURE 38 SMART ELECTRIC DRIVES MARKET– FUTURE TRENDS & SCENARIO,
2021–2026 (USD MILLION) 93
5.13.1 MOST LIKELY SCENARIO 94
TABLE 29 SMART ELECTRIC DRIVE MARKET (MOST LIKELY SCENARIO), BY REGION, 2021–2026 (USD MILLION) 94
5.13.2 OPTIMISTIC SCENARIO 94
TABLE 30 SMART ELECTRIC DRIVE MARKET (OPTIMISTIC), BY REGION,
2021–2026 (USD MILLION) 94
5.13.3 PESSIMISTIC SCENARIO 95
TABLE 31 SMART ELECTRIC DRIVE MARKET (PESSIMISTIC), BY REGION,
2021–2026 (USD MILLION) 95
6 TECHNOLOGY OVERVIEW 96
6.1 EVOLUTION 96
6.1.1 E-DRIVE IN ELECTRIC VEHICLE 97
FIGURE 39 E-DRIVE: ELECTRIC VEHICLE 97
6.1.2 E-DRIVE IN HYBRID ELECTRIC VEHICLES – SERIES AND PARALLEL VS. SERIES-PARALLEL COMBINATION 97
FIGURE 40 E-DRIVE: HYBRID ELECTRIC VEHICLE (SERIES) 97
FIGURE 41 E-DRIVE: HYBRID ELECTRIC VEHICLE (PARALLEL) 98
FIGURE 42 E-DRIVE: HYBRID ELECTRIC VEHICLE (SERIES-PARALLEL COMBINATION) 99
6.2 SPECTRUM OF DRIVE TRAIN ELECTRIFICATION 100
FIGURE 43 DRIVE TRAIN ELECTRIFICATION 100
6.3 COMPONENTS OF ELECTRIC DRIVE 101
6.3.1 ELECTRIC MOTOR 101
TABLE 32 COMPARISON OF AC AND DC MOTOR 101
TABLE 33 CHARACTERISTICS COMPARISON OF ELECTRICAL MOTORS 101
6.3.2 BATTERY 101
FIGURE 44 ENERGY DENSITY COMPARISON FOR DIFFERENT BATTERY TYPES 102
6.3.3 MULTISPEED GEARBOX 102
6.3.4 INVERTER UNIT 102
6.4 NEW AND UPCOMING TECHNOLOGY 102
6.4.1 SOLID-STATE BATTERY (SSB) 102
6.4.2 IOT IN ELECTRIC VEHICLES 103
7 SMART ELECTRIC DRIVE MARKET, BY APPLICATION 104
7.1 INTRODUCTION 105
FIGURE 45 E-AXLE SEGMENT EXPECTED TO DOMINATE THE MARKET,
2021-2026 (USD MILLION) 105
TABLE 34 SMART ELECTRIC DRIVE MARKET, BY APPLICATION,
2018–2020 (THOUSAND UNITS) 106
TABLE 35 SMART ELECTRIC DRIVE MARKET, BY APPLICATION,
2021–2026 (THOUSAND UNITS) 106
TABLE 36 SMART ELECTRIC DRIVE MARKET, BY APPLICATION,
2018–2020 (USD MILLION) 106
TABLE 37 SMART ELECTRIC DRIVE MARKET, BY APPLICATION,
2021–2026 (USD MILLION) 106
7.2 OPERATIONAL DATA 107
TABLE 38 KEY E-AXLE AND SMART ELECTRIC DRIVE MANUFACTURERS 107
7.2.1 ASSUMPTIONS 108
TABLE 39 ASSUMPTIONS: BY APPLICATION 108
7.3 RESEARCH METHODOLOGY 108
7.4 E-AXLE 108
TABLE 40 E-AXLE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (THOUSAND UNITS) 109
TABLE 41 E-AXLE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (THOUSAND UNITS) 109
TABLE 42 E-AXLE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (USD MILLION) 110
TABLE 43 E-AXLE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (USD MILLION) 110
7.5 E-WHEEL DRIVE 111
TABLE 44 E-WHEEL DRIVE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (THOUSAND UNITS) 111
TABLE 45 E-WHEEL DRIVE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (THOUSAND UNITS) 111
TABLE 46 E-WHEEL DRIVE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (USD MILLION) 112
TABLE 47 E-WHEEL DRIVE: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (USD MILLION) 112
7.6 KEY INDUSTRY INSIGHTS 112
8 SMART ELECTRIC DRIVE MARKET, BY DRIVE TYPE 113
8.1 INTRODUCTION 114
FIGURE 46 AWD SEGMENT EXPECTED TO DOMINATE THE MARKET,
2021-2026 (USD MILLION) 114
TABLE 48 SMART ELECTRIC DRIVE MARKET, BY DRIVE TYPE,
2018–2020 (THOUSAND UNITS) 114
TABLE 49 SMART ELECTRIC DRIVE MARKET, BY DRIVE TYPE,
2021–2026 (THOUSAND UNITS) 115
8.2 OPERATIONAL DATA 115
TABLE 50 BEV VEHICLE MODELS AND THEIR DRIVE TYPE 115
TABLE 51 PHEV VEHICLE MODELS AND THEIR DRIVE TYPE 117
8.2.1 ASSUMPTIONS 120
TABLE 52 ASSUMPTIONS: BY DRIVE TYPE 120
8.3 RESEARCH METHODOLOGY 120
8.4 FRONT WHEEL DRIVE 121
TABLE 53 FWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 121
TABLE 54 FWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 121
8.5 REAR WHEEL DRIVE 122
TABLE 55 RWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 122
TABLE 56 RWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 122
8.6 ALL-WHEEL DRIVE 123
TABLE 57 AWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 123
TABLE 58 AWD: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 123
8.7 KEY INDUSTRY INSIGHTS 124
9 SMART ELECTRIC DRIVE MARKET, BY COMPONENT 125
9.1 INTRODUCTION 126
FIGURE 47 ELECTRIC DRIVETRAIN COMPONENTS IN ALL-ELECTRIC DRIVE 126
FIGURE 48 EV BATTERY SEGMENT EXPECTED TO DOMINATE THE MARKET,
2021-2026 (USD MILLION) 127
TABLE 59 SMART ELECTRIC DRIVE MARKET, BY COMPONENT,
2018-2020 (THOUSAND UNITS) 127
TABLE 60 SMART ELECTRIC DRIVE MARKET, BY COMPONENT,
2021-2026 (THOUSAND UNITS) 128
TABLE 61 SMART ELECTRIC DRIVE MARKET, BY COMPONENT,
2018-2020 (USD MILLION) 128
TABLE 62 SMART ELECTRIC DRIVE MARKET, BY COMPONENT,
2021-2026 (USD MILLION) 128
9.2 OPERATIONAL DATA 129
TABLE 63 POPULAR LI-ION BATTERIES AND THEIR SPECIFICATIONS 129
TABLE 64 SMART ELECTRIC DRIVETRAIN PROVIDERS 129
TABLE 65 ELECTRIC MOTOR PROVIDERS 130
TABLE 66 MOTOR CONTROLLER PROVIDERS 131
9.2.1 ASSUMPTIONS 132
TABLE 67 ASSUMPTIONS: BY COMPONENT 132
9.3 RESEARCH METHODOLOGY 132
9.4 EV BATTERY 132
TABLE 68 EV BATTERY: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 133
TABLE 69 EV BATTERY: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 133
TABLE 70 EV BATTERY: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 133
TABLE 71 EV BATTERY: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 134
9.5 ELECTRIC MOTOR 134
TABLE 72 ELECTRIC MOTOR: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 135
TABLE 73 ELECTRIC MOTOR: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 135
TABLE 74 ELECTRIC MOTOR: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 135
TABLE 75 ELECTRIC MOTOR: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 136
9.6 INVERTER SYSTEM 136
TABLE 76 INVERTER SYSTEM: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 136
TABLE 77 INVERTER SYSTEM: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 137
TABLE 78 INVERTER SYSTEM: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 137
TABLE 79 INVERTER SYSTEM: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 137
9.7 E-BRAKE BOOSTER 138
TABLE 80 E-BRAKE BOOSTER: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 138
TABLE 81 E-BRAKE BOOSTER: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 138
TABLE 82 E-BRAKE BOOSTER: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 139
TABLE 83 E-BRAKE BOOSTER: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 139
9.8 POWER ELECTRONICS 139
TABLE 84 POWER ELECTRONICS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 140
TABLE 85 POWER ELECTRONICS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 140
TABLE 86 POWER ELECTRONICS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 140
TABLE 87 POWER ELECTRONICS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 141
9.9 KEY INDUSTRY INSIGHTS 141
10 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE 142
10.1 INTRODUCTION 143
TABLE 88 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE,
2018–2020 (THOUSAND UNITS) 143
TABLE 89 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE,
2021–2026 (THOUSAND UNITS) 143
TABLE 90 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE,
2018–2020 (USD MILLION) 144
TABLE 91 SMART ELECTRIC DRIVE MARKET, BY VEHICLE TYPE,
2021–2026 (USD MILLION) 144
FIGURE 49 COMMERCIAL VEHICLE SEGMENT EXPECTED TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD (2021–2026) 145
10.2 OPERATIONAL DATA 145
TABLE 92 TOP SELLING EVS VEHICLE TYPE AND SUPPLIER DATA FOR SMART ELECTRIC DRIVE MARKET 145
10.2.1 ASSUMPTIONS 146
TABLE 93 ASSUMPTIONS: BY VEHICLE TYPE 146
10.3 RESEARCH METHODOLOGY 146
10.4 PASSENGER CAR (PC) 147
10.4.1 ADOPTION OF INTEGRATED UNITS BY OEMS TO DRIVE DEMAND 147
10.5 COMMERCIAL VEHICLES (CV) 148
10.5.1 GROWTH OF E-COMMERCE AND LOGISTICS TO DRIVE DEMAND 148
10.6 2-WHEELERS (2-W) 149
10.6.1 EASY INSTALLATION & LESS COMPLEX DESIGN TO DRIVE DEMAND 149
10.7 KEY PRIMARY INSIGHTS 149
11 SMART ELECTRIC DRIVE MARKET, BY EV TYPE 150
11.1 INTRODUCTION 151
TABLE 94 SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (THOUSAND UNITS) 151
TABLE 95 SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (THOUSAND UNITS) 152
TABLE 96 SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (USD MILLION) 152
TABLE 97 SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (USD MILLION) 152
FIGURE 50 BEV SEGMENT EXPECTED TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD (2021–2026) 153
11.2 OPERATIONAL DATA 153
TABLE 98 EV MODELS, BY PROPULSION AND SALES 153
11.2.1 ASSUMPTIONS 154
TABLE 99 ASSUMPTIONS: BY EV TYPE 154
11.3 RESEARCH METHODOLOGY 154
11.4 BATTERY ELECTRIC VEHICLE (BEV) 155
11.4.1 INCREASE IN ADOPTION OF INTEGRATED DRIVE SYSTEMS BY OEMS TO DRIVE DEMAND 155
TABLE 100 BEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (THOUSAND UNITS) 155
TABLE 101 BEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (THOUSAND UNITS) 155
TABLE 102 BEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (USD MILLION) 156
TABLE 103 BEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (USD MILLION) 156
11.5 PLUG-IN HYBRID ELECTRIC VEHICLE (PHEV) 156
11.5.1 GROWING NEED FOR FLEXIBLE POWERTRAINS TO DRIVE DEMAND 156
TABLE 104 PHEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (THOUSAND UNITS) 157
TABLE 105 PHEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (THOUSAND UNITS) 157
TABLE 106 PHEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (USD MILLION) 157
TABLE 107 PHEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (USD MILLION) 158
11.6 HYBRID ELECTRIC VEHICLE (HEV) 158
11.6.1 USE OF E-AXLES IN HEVS WILL CREATE OPPORTUNITIES FOR SMART ELECTRIC DRIVE TECHNOLOGY 158
TABLE 108 HEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (THOUSAND UNITS) 159
TABLE 109 HEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (THOUSAND UNITS) 159
TABLE 110 HEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018–2020 (USD MILLION) 159
TABLE 111 HEV: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021–2026 (USD MILLION) 160
11.7 KEY INDUSTRY INSIGHTS 160
12 SMART ELECTRIC DRIVE MARKET, BY COMMERCIAL VEHICLE 161
12.1 INTRODUCTION 162
FIGURE 51 E-BUSES EXPECTED TO DOMINATE THE MARKET, 2021-2026 (USD MILLION) 163
TABLE 112 SMART ELECTRIC DRIVE MARKET, BY COMMERCIAL VEHICLE,
2018-2020 (THOUSAND UNITS) 163
TABLE 113 SMART ELECTRIC DRIVE MARKET, BY COMMERCIAL VEHICLE,
2021-2026 (THOUSAND UNITS) 163
TABLE 114 SMART ELECTRIC DRIVE MARKET FOR COMMERCIAL VEHICLE,
2018-2020 (USD MILLION) 164
TABLE 115 SMART ELECTRIC DRIVE MARKET FOR COMMERCIAL VEHICLE,
2021-2026 (USD MILLION) 164
12.2 OPERATIONAL DATA 165
TABLE 116 SMART ELECTRIC DRIVE FOR COMMERCIAL VEHICLES 165
12.2.1 ASSUMPTIONS 165
TABLE 117 ASSUMPTIONS: BY COMMERCIAL VEHICLE 165
12.2.2 RESEARCH METHODOLOGY 166
12.3 ELECTRIC BUSES 166
12.3.1 ADOPTION OF ADVANCED INTEGRATED TECHNOLOGIES TO DRIVE DEMAND 166
TABLE 118 ELECTRIC BUSES: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 166
TABLE 119 ELECTRIC BUSES: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 167
TABLE 120 ELECTRIC BUSES: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 167
TABLE 121 ELECTRIC BUSES: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 167
12.4 ELECTRIC TRUCKS 168
12.4.1 INCREASE IN ADOPTION OF INTEGRATED COMPONENTS BY OEMS TO DRIVE DEMAND 168
TABLE 122 ELECTRIC TRUCKS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (THOUSAND UNITS) 168
TABLE 123 ELECTRIC TRUCKS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (THOUSAND UNITS) 169
TABLE 124 ELECTRIC TRUCKS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2018-2020 (USD MILLION) 169
TABLE 125 ELECTRIC TRUCKS: SMART ELECTRIC DRIVE MARKET, BY REGION,
2021-2026 (USD MILLION) 169
12.5 KEY INDUSTRY INSIGHTS 170
13 SMART ELECTRIC DRIVE MARKET, BY ELECTRIC TWO-WHEELER 171
13.1 INTRODUCTION 172
FIGURE 52 E-SCOOTERS SEGMENT EXPECTED TO DOMINATE THE MARKET,
2021-2026 (USD MILLION) 172
TABLE 126 SMART ELECTRIC DRIVE MARKET, BY 2-WHEELER,
2018-2020 (THOUSAND UNITS) 173
TABLE 127 SMART ELECTRIC DRIVE MARKET, BY 2-WHEELER,
2021-2026 (THOUSAND UNITS) 173
TABLE 128 SMART ELECTRIC DRIVE MARKET, BY 2-WHEELER,
2018-2020 (USD MILLION) 173
TABLE 129 SMART ELECTRIC DRIVE MARKET, BY 2-WHEELER,
2021-2026 (USD MILLION) 173
13.2 OPERATIONAL DATA 174
TABLE 130 GLOBAL ELECTRIC TWO-WHEELER SALES (THOUSAND UNITS) 174
13.2.1 ASSUMPTIONS 175
TABLE 131 ASSUMPTIONS: BY TWO-WHEELER 175
13.2.2 RESEARCH METHODOLOGY 175
13.3 ELECTRIC CYCLES 175
13.3.1 GROWING DEMAND FOR ELECTRIC CYCLES TO DRIVE THE SEGMENT 175
13.4 ELECTRIC SCOOTERS 176
13.4.1 INCREASING USE OF SMART ELECTRIC DRIVE TECHNOLOGY TO DRIVE THE SEGMENT 176
13.5 ELECTRIC MOTORCYCLES 176
13.5.1 INCREASING USE OF INTEGRATED COMPONENTS AND BATTERY SWAPPING TECHNOLOGY TO DRIVE THE SEGMENT 176
13.6 KEY INDUSTRY INSIGHTS 177
14 SMART ELECTRIC DRIVE, E-AXLE MARKET, BY REGION 178
14.1 INTRODUCTION 179
14.2 OPERATIONAL DATA 180
TABLE 132 TOP E-AXLE MANUFACTURERS AND VEHICLES MODELS 180
14.3 ASIA PACIFIC 180
TABLE 133 ASIA PACIFIC E-AXLE MANUFACTURERS 181
14.4 EUROPE 182
TABLE 134 EUROPE E-AXLE MANUFACTURERS 183
14.5 NORTH AMERICA 184
TABLE 135 NORTH AMERICA E-AXLE MANUFACTURERS 184
14.6 KEY PRIMARY INSIGHTS 185
15 SMART ELECTRIC DRIVE MARKET, EV COMPONENTS-SUPPLIERS DATA 186
15.1 REGION-WISE SUPPLIERS DATA 186
TABLE 136 NORTH AMERICA: SUPPLIERS DATA 186
TABLE 137 EUROPE: SUPPLIERS DATA 187
TABLE 138 CHINA: SUPPLIERS DATA 189
TABLE 139 JAPAN: SUPPLIERS DATA 213
TABLE 140 REST OF ASIA: SUPPLIERS DATA 215
16 SMART ELECTRIC DRIVE MARKET, E-AXLE SUPPLY CHAIN 216
16.1 E-AXLE SUPPLY CHAIN ANALYSIS 216
FIGURE 53 E-AXLE: SUPPLY CHAIN ANALYSIS 216
16.2 DISRUPTIONS IN THE E-POWERTRAIN VALUE CHAIN TO CREATE NEW OPPORTUNITIES 217
FIGURE 54 E-POWERTRAIN LANDSCAPE 217
16.3 IN-HOUSE VS OUTSOURCING COMPONENTS 218
16.4 INHOUSE VS OUTSOURCING MANUFACTURING 218
TABLE 141 INHOUSE VS OUTSOURCING MANUFACTURING OF E-AXLE 218
16.5 LIST OF KEY COMPONENT SUPPLIERS 219
TABLE 142 E-AXLE AND E-DRIVETRAIN PROVIDERS 219
TABLE 143 TRACTION MOTOR AND ELECTRIC MOTOR PROVIDERS 220
TABLE 144 MOTOR CONTROLLER PROVIDER 223
17 SMART ELECTRIC DRIVE MARKET, BY REGION 224
17.1 INTRODUCTION 225
FIGURE 55 ASIA PACIFIC IS ESTIMATED TO BE THE LARGEST MARKET DURING FORECAST PERIOD (2021–2026) 226
TABLE 145 SMART ELECTRIC DRIVE MARKET, BY REGION, 2018–2020 (UNITS) 226
TABLE 146 SMART ELECTRIC DRIVE MARKET, BY REGION, 2021–2026 (UNITS) 226
TABLE 147 SMART ELECTRIC DRIVE MARKET, BY REGION, 2018–2020 (USD MILLION) 227
TABLE 148 SMART ELECTRIC DRIVE MARKET, BY REGION, 2021–2026 (USD MILLION) 227
17.2 ASIA PACIFIC 228
FIGURE 56 ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET SNAPSHOT, 2021-2026 229
TABLE 149 ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (UNITS) 229
TABLE 150 ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (UNITS) 230
TABLE 151 ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (USD MILLION) 230
TABLE 152 ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (USD MILLION) 230
17.2.1 CHINA 231
17.2.1.1 Large number of EV manufacturers offering integrated drivetrains to drive the market 231
TABLE 153 CHINA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 231
TABLE 154 CHINA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 232
TABLE 155 CHINA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 232
TABLE 156 CHINA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 232
17.2.2 INDIA 233
17.2.2.1 Integration of advanced components in EVs to drive the market 233
TABLE 157 INDIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 233
TABLE 158 INDIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 233
TABLE 159 INDIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 234
TABLE 160 INDIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 234
17.2.3 JAPAN 234
17.2.3.1 Presence of strong local manufacturers to drive the market 234
TABLE 161 JAPAN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 235
TABLE 162 JAPAN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 235
TABLE 163 JAPAN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 235
TABLE 164 JAPAN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 236
17.2.4 SOUTH KOREA 236
17.2.4.1 Increased investments in advanced technologies to drive the market 236
TABLE 165 SOUTH KOREA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (UNITS) 237
TABLE 166 SOUTH KOREA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (UNITS) 237
TABLE 167 SOUTH KOREA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 237
TABLE 168 SOUTH KOREA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 237
17.2.5 REST OF ASIA PACIFIC 238
TABLE 169 REST OF ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (UNITS) 238
TABLE 170 REST OF ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (UNITS) 238
TABLE 171 REST OF ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 239
TABLE 172 REST OF ASIA PACIFIC: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 239
17.3 EUROPE 239
FIGURE 57 EUROPE: GERMANY WILL BE LEADING THE MARKET DURING 2021-2026 240
TABLE 173 EUROPE: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (UNITS) 240
TABLE 174 EUROPE: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (UNITS) 241
TABLE 175 EUROPE: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (USD MILLION) 241
TABLE 176 EUROPE: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (USD MILLION) 241
17.3.1 FRANCE 242
17.3.1.1 Increasing adoption of integrated electric drives and government incentives to drive the market 242
TABLE 177 FRANCE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 242
TABLE 178 FRANCE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 242
TABLE 179 FRANCE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 243
TABLE 180 FRANCE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 243
17.3.2 GERMANY 243
17.3.2.1 Rising sales of EVs using integrated e-axles to drive the market 243
TABLE 181 GERMANY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (UNITS) 244
TABLE 182 GERMANY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (UNITS) 244
TABLE 183 GERMANY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 244
TABLE 184 GERMANY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 245
17.3.3 NORWAY 245
17.3.3.1 Strong EV demand and adoption of integrated electric drive technology to drive the market 245
TABLE 185 NORWAY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 245
TABLE 186 NORWAY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 246
TABLE 187 NORWAY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 246
TABLE 188 NORWAY: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 246
17.3.4 UK 247
17.3.4.1 Outsourcing of smart electric drive technology to drive the market 247
TABLE 189 UK: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 247
TABLE 190 UK: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 248
TABLE 191 UK: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 248
TABLE 192 UK: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 248
17.3.5 SPAIN 249
17.3.5.1 Increasing investments in EV technologies to drive the market 249
TABLE 193 SPAIN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 249
TABLE 194 SPAIN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 249
TABLE 195 SPAIN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 250
TABLE 196 SPAIN: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 250
17.3.6 REST OF EUROPE 250
TABLE 197 REST OF EUROPE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (UNITS) 251
TABLE 198 REST OF EUROPE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (UNITS) 251
TABLE 199 REST OF EUROPE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 251
TABLE 200 REST OF EUROPE: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 251
17.4 NORTH AMERICA 252
FIGURE 58 NORTH AMERICA: SMART ELECTRIC DRIVE MARKET SNAPSHOT 253
TABLE 201 NORTH AMERICA: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (UNITS) 253
TABLE 202 NORTH AMERICA: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (UNITS) 254
TABLE 203 NORTH AMERICA: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (USD MILLION) 254
TABLE 204 NORTH AMERICA: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (USD MILLION) 254
17.4.1 CANADA 255
17.4.1.1 Increasing developments in electric vehicle infrastructure to drive the market 255
TABLE 205 CANADA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 255
TABLE 206 CANADA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 256
TABLE 207 CANADA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 256
TABLE 208 CANADA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 256
17.4.2 US 257
17.4.2.1 Adoption of in-house manufacturing of integrated drivetrain components to drive the market 257
TABLE 209 US: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 257
TABLE 210 US: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 258
TABLE 211 US: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 258
TABLE 212 US: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 258
17.4.3 MEXICO 259
17.4.3.1 Rise in EV sales with assembled drivetrain components to drive the market 259
TABLE 213 MEXICO: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 259
TABLE 214 MEXICO: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 259
TABLE 215 MEXICO: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 259
TABLE 216 MEXICO: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 260
17.5 ROW 260
FIGURE 59 RUSSIA TO BE THE LARGEST MARKET IN ROW 261
TABLE 217 ROW: SMART ELECTRIC DRIVE MARKET, BY COUNTRY, 2018–2020 (UNITS) 261
TABLE 218 ROW: SMART ELECTRIC DRIVE MARKET, BY COUNTRY, 2021–2026 (UNITS) 261
TABLE 219 ROW: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2018–2020 (USD MILLION) 262
TABLE 220 ROW: SMART ELECTRIC DRIVE MARKET, BY COUNTRY,
2021–2026 (USD MILLION) 262
17.5.1 RUSSIA 262
17.5.1.1 EV popularization to drive the market 262
TABLE 221 RUSSIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 263
TABLE 222 RUSSIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 263
TABLE 223 RUSSIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 263
TABLE 224 RUSSIA: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 263
17.5.2 BRAZIL 264
17.5.2.1 Growing EV demand to drive the market 264
TABLE 225 BRAZIL: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 264
TABLE 226 BRAZIL: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 264
TABLE 227 BRAZIL: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 265
TABLE 228 BRAZIL: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 265
17.5.3 OTHERS 265
TABLE 229 OTHERS: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2018–2020 (UNITS) 266
TABLE 230 OTHERS: SMART ELECTRIC DRIVE MARKET, BY EV TYPE, 2021–2026 (UNITS) 266
TABLE 231 OTHERS: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2018–2020 (USD MILLION) 266
TABLE 232 OTHERS: SMART ELECTRIC DRIVE MARKET, BY EV TYPE,
2021–2026 (USD MILLION) 267
18 COMPETITIVE LANDSCAPE 268
18.1 OVERVIEW 268
18.2 MARKET SHARE ANALYSIS FOR SMART ELECTRIC DRIVE MARKET 268
TABLE 233 MARKET SHARE ANALYSIS, 2020 268
FIGURE 60 MARKET SHARE ANALYSIS, 2020 269
18.3 REVENUE ANALYSIS OF TOP LISTED/PUBLIC PLAYERS 270
FIGURE 61 TOP PUBLIC/LISTED PLAYERS DOMINATED SMART ELECTRIC DRIVE MARKET IN LAST FIVE YEARS 270
18.4 COMPETITIVE SCENARIO 270
18.4.1 NEW PRODUCT LAUNCHES 270
TABLE 234 NEW PRODUCT LAUNCHES, 2018–2021 271
18.4.2 DEALS 272
TABLE 235 DEALS, 2018–2021 272
18.4.3 OTHERS 273
TABLE 236 OTHERS, 2018–2021 273
18.5 KEY PLAYERS IN SMART ELECTRIC DRIVE MARKET 274
TABLE 237 COMPANY MATRIX: TOP 5 PLAYERS IN THE SMART ELECTRIC DRIVE MARKET 274
18.6 COMPANY EVALUATION QUADRANT 274
18.6.1 STARS 274
18.6.2 EMERGING LEADERS 274
18.6.3 PERVASIVE 275
18.6.4 PARTICIPANTS 275
FIGURE 62 SMART ELECTRIC DRIVE MARKET: COMPANY EVALUATION QUADRANT, 2021 275
18.6.5 SMART ELECTRIC DRIVE MARKET: COMPANY FOOTPRINT, 2021 276
18.6.6 SMART ELECTRIC DRIVE MARKET: APPLICATION FOOTPRINT, 2021 277
18.6.7 SMART ELECTRIC DRIVE MARKET: REGIONAL FOOTPRINT, 2021 278
18.7 START-UP/SME EVALUATION QUADRANT 279
18.7.1 PROGRESSIVE COMPANIES 279
18.7.2 RESPONSIVE COMPANIES 279
18.7.3 DYNAMIC COMPANIES 279
18.7.4 STARTING BLOCKS 279
FIGURE 63 SMART ELECTRIC DRIVE MARKET: STARTUP/SME EVALUATION QUADRANT, 2021 280
18.8 RIGHT TO WIN, 2018-2021 281
TABLE 238 RIGHT TO WIN, 2018-2021 281
19 COMPANY PROFILES 282
19.1 KEY PLAYERS 282
(Business overview, Products offered, Recent Developments, MNM view)*
19.1.1 NIDEC CORPORATION 282
TABLE 239 NIDEC CORPORATION: BUSINESS OVERVIEW 282
FIGURE 64 NIDEC CORPORATION: COMPANY SNAPSHOT 283
FIGURE 65 NIDEC CORPORATION: SNAPSHOT 284
TABLE 240 NIDEC CORPORATION: PRODUCTION FOOTPRINT 285
TABLE 241 NIDEC CORPORATION: PRODUCTS OFFERED 285
TABLE 242 NIDEC CORPORATION: NEW PRODUCT LAUNCH 286
TABLE 243 NIDEC CORPORATION: DEALS 286
TABLE 244 NIDEC CORPORATION: OTHERS 287
19.1.2 AISIN CORPORATION 288
TABLE 245 AISIN CORPORATION: BUSINESS OVERVIEW 288
FIGURE 66 AISIN CORPORATION: COMPANY SNAPSHOT 288
FIGURE 67 AISIN CORPORATION: SNAPSHOT 289
FIGURE 68 AISIN CORPORATION: ELECTRIC POWERTRAIN MARKET 290
TABLE 246 AISIN CORPORATION: PRODUCTS OFFERED 290
TABLE 247 AISIN CORPORATION: NEW PRODUCT LAUNCH 291
TABLE 248 AISIN CORPORATION: DEALS 291
TABLE 249 AISIN CORPORATION: OTHERS 291
19.1.3 BORGWARNER 293
TABLE 250 BORGWARNER: BUSINESS OVERVIEW 293
FIGURE 69 BORGWARNER: COMPANY SNAPSHOT 294
FIGURE 70 BORGWARNER: SNAPSHOT 295
TABLE 251 BORGWARNER: PRODUCTS OFFERED 296
TABLE 252 BORGWARNER: NEW PRODUCT LAUNCH 296
TABLE 253 BORGWARNER: DEALS 297
TABLE 254 BORGWARNER: OTHERS 297
19.1.4 BOSCH 299
TABLE 255 BOSCH: BUSINESS OVERVIEW 299
FIGURE 71 BOSCH: COMPANY SNAPSHOT 300
FIGURE 72 BOSCH: 2020 HIGHLIGHTS 300
FIGURE 73 BOSCH: SNAPSHOT 301
FIGURE 74 BOSCH: MAJOR BRANDS 302
TABLE 256 BOSCH: PRODUCTS OFFERED 303
TABLE 257 BOSCH: NEW PRODUCT LAUNCH 303
TABLE 258 BOSCH: DEALS 304
TABLE 259 BOSCH: OTHERS 304
19.1.5 ZF GROUP 306
TABLE 260 ZF GROUP: BUSINESS OVERVIEW 306
FIGURE 75 ZF GROUP: COMPANY SNAPSHOT 307
TABLE 261 ZF GROUP: PRODUCTS OFFERED 307
TABLE 262 ZF GROUP: NEW PRODUCT LAUNCH 308
TABLE 263 ZF GROUP: DEALS 308
19.1.6 MAGNA INTERNATIONAL 309
TABLE 264 MAGNA INTERNATIONAL: BUSINESS OVERVIEW 309
FIGURE 76 MAGNA INTERNATIONAL: COMPANY SNAPSHOT 309
FIGURE 77 MAGNA INTERNATIONAL: E-MOBILITY MARKET SCENARIO 310
FIGURE 78 MAGNA INTERNATIONAL: E-MOBILITY DRIVETRAIN 310
TABLE 265 MAGNA INTERNATIONAL: PRODUCTS OFFERED 311
TABLE 266 MAGNA INTERNATIONAL: NEW PRODUCT LAUNCH 311
TABLE 267 MAGNA INTERNATIONAL: DEALS 311
19.1.7 CONTINENTAL AG 312
TABLE 268 CONTINENTAL AG: BUSINESS OVERVIEW 312
FIGURE 79 CONTINENTAL AG: COMPANY SNAPSHOT 313
TABLE 269 CONTINENTAL AG: PRODUCTS OFFERED 313
TABLE 270 CONTINENTAL AG: NEW PRODUCT LAUNCH 314
TABLE 271 CONTINENTAL AG: DEALS 314
19.1.8 SIEMENS AG 315
TABLE 272 SIEMENS: BUSINESS OVERVIEW 315
FIGURE 80 SIEMENS: COMPANY SNAPSHOT 316
TABLE 273 SIEMENS: PRODUCTS OFFERED 316
TABLE 274 SIEMENS: NEW PRODUCT LAUNCH 317
TABLE 275 SIEMENS: DEALS 317
19.1.9 GKN (MELROSE) 318
TABLE 276 GKN: BUSINESS OVERVIEW 318
FIGURE 81 GKN.: COMPANY SNAPSHOT 319
FIGURE 82 GKN: SMART ELECTRIC DRIVE OVERVIEW 319
TABLE 277 GKN: PRODUCTS OFFERED 320
TABLE 278 GKN: NEW PRODUCT LAUNCH 321
TABLE 279 GKN: DEALS 321
19.1.10 MERITOR 322
TABLE 280 MERITOR: BUSINESS OVERVIEW 322
FIGURE 83 MERITOR: COMPANY SNAPSHOT 323
TABLE 281 MERITOR: PRODUCTS OFFERED 323
TABLE 282 MERITOR: NEW PRODUCT LAUNCH 324
TABLE 283 MERITOR: DEALS 324
19.1.11 DANA 325
TABLE 284 DANA: BUSINESS OVERVIEW 325
FIGURE 84 DANA: COMPANY SNAPSHOT 325
TABLE 285 DANA BUSINESS OPERATIONS 326
TABLE 286 DANA: PRODUCTS OFFERED 327
TABLE 287 DANA: NEW PRODUCT LAUNCH 327
TABLE 288 DANA: DEALS 328
19.1.12 HEXAGON AB 329
TABLE 289 HEXAGON AB: BUSINESS OVERVIEW 329
FIGURE 85 HEXAGON AB: COMPANY SNAPSHOT 329
TABLE 290 HEXAGON AB: PRODUCTS OFFERED 330
TABLE 291 HEXAGON AB: DEALS 330
19.1.13 DENSO 331
TABLE 292 DENSO: BUSINESS OVERVIEW 331
FIGURE 86 DENSO: COMPANY SNAPSHOT 332
TABLE 293 DENSO: PRODUCTS OFFERED 332
TABLE 294 DENSO: NEW PRODUCT LAUNCH 333
TABLE 295 DENSO: DEALS 333
19.1.14 HITACHI 334
TABLE 296 HITACHI: BUSINESS OVERVIEW 334
FIGURE 87 HITACHI: COMPANY SNAPSHOT 335
TABLE 297 HITACHI: PRODUCTS OFFERED 335
TABLE 298 HITACHI: NEW PRODUCT LAUNCH 336
TABLE 299 HITACHI: DEALS 336
*Details on Business overview, Products offered, Recent Developments, MNM view might not be captured in case of unlisted companies.
19.2 OTHER PLAYERS 337
19.2.1 JATCO 337
TABLE 300 JATCO: BUSINESS OVERVIEW 337
19.2.2 MEIDENSHA CORPORATION 337
TABLE 301 MEIDENSHA CORPORATION: BUSINESS OVERVIEW 337
19.2.3 HYUNDAI MOBIS 338
TABLE 302 HYUNDAI MOBIS: BUSINESS OVERVIEW 338
19.2.4 ALLISON TRANSMISSION 338
TABLE 303 ALLISON TRANSMISSION: BUSINESS OVERVIEW 338
19.2.5 LG ELECTRONICS 339
TABLE 304 LG ELECTRONICS: BUSINESS OVERVIEW 339
19.2.6 JING-JIN ELECTRIC TECHNOLOGIES 339
TABLE 305 JING-JIN ELECTRIC TECHNOLOGIES: BUSINESS OVERVIEW 339
19.2.7 SHANGHAI AUTOMOTIVE SMART ELECTRIC DRIVE 340
TABLE 306 SHANGHAI AUTOMOTIVE SMART ELECTRIC DRIVE: BUSINESS OVERVIEW 340
19.2.8 HUAYU AUTOMOTIVE ELECTRIC SYSTEM 340
TABLE 307 HUAYU AUTOMOTIVE ELECTRIC SYSTEM: BUSINESS OVERVIEW 340
19.2.9 ABB 341
TABLE 308 ABB: BUSINESS OVERVIEW 341
19.2.10 INFINEON TECHNOLOGIES 341
TABLE 309 INFINEON TECHNOLOGIES: BUSINESS OVERVIEW 341
19.2.11 MAHLE 342
TABLE 310 MAHLE: BUSINESS OVERVIEW 342
19.2.12 SMESH E-AXLE 342
TABLE 311 SMESH E-AXLE: BUSINESS OVERVIEW 342
20 RECOMMENDATIONS BY MARKETSANDMARKETS 343
20.1 CHINA TO BE KEY FOCUS AREA FOR SMART ELECTRIC DRIVE MARKET 343
20.2 TECHNOLOGICAL ADVANCEMENTS TO HELP DEVELOP MARKET FOR SMART ELECTRIC DRIVES 343
20.3 CONCLUSION 344
21 APPENDIX 345
21.1 KEY INSIGHTS OF INDUSTRY EXPERTS 345
21.2 DISCUSSION GUIDE 346
21.3 KNOWLEDGE STORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 350
21.4 AVAILABLE CUSTOMIZATIONS 352
21.5 RELATED REPORTS 352
21.6 AUTHOR DETAILS 353
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