Land, Sea, and Air 2024-2044: IDTechEx

1. EXECUTIVE SUMMARY 1.1. Electric Vehicles Land, Sea, Air – Unit Sales 2021-2044 1.2. Electric Vehicles Land, Sea, Air – Battery Demand GWh 2021-2044 1.3. Electric Vehicles Land, Sea, Air – Market Size US$ 2021-2044 1.4. Global Electric Car Sales by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 1.5. Regional Electric Car Performance in H1 2023 1.6. Hybrid Car Sales Peak 1.7. Growth and Stagnation of Fuel Cell Passenger Cars 1.8. OEM ICE Phase Out and BEV Production Targets 1.9. Cathode Market Share for Li-ion in EVs (2015-2033) 1.10. Motor Type Market Share Forecast 1.11. 800V Platform Discussion & Outlook 1.12. 6 key market trends in EV charging 1.13. Truck Model Availability Growing 1.14. Medium and Heavy Trucks – Model Overview 1.15. Historic Electric LCV Sales in Europe 1.16. Historic Electric LCV Sales in China 1.17. 10Y historic sales of e-buses in China 2012 – 2022 1.18. Global two-wheeler markets snapshot 1.19. China and India: major three-wheeler markets 1.20. Microcars: the goldilocks of urban EVs 1.21. Marine battery market history 2019-2025 by subsector: ferry, cruise, ro-ro, cargo, OSV, tug, other 1.22. Key Construction Machine Types for Electrification 1.23. Battery Requirements in Construction: Sizing 1.24. Electric Trains Introduction 1.25. Six Key Findings for Electric Trains 1.26. eVTOL Architectures 1.27. When will the First eVTOL Air Taxis Launch? 2. ELECTRIC CARS 2.1. Global Car Sales by Powertrain 2015-2044 2.2. Global Electric Car Sales by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 2.3. Global Electric Car Battery Demand by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 2.4. Global Electric Car Market Value by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 2.5. Regional Electric Car Sales 2011-2022 2.6. Regional Electric Car Performance in H1 2023 2.7. China Purchase Subsidies Extended 2.8. EU Emissions and Targets 2.9. US Emissions Standards 2.10. Electrified OEMs Have High Market Caps 2.11. OEM Sales Global Sales Shares 2015-2023 2.12. COP26 Transport Targets 2.13. COP27 Transport Targets 2.14. Powertrain Tailpipe Emissions Comparison 2.15. Grid Emissions (1) 2.16. Grid Emissions (2) 2.17. Cars – Total Cost of Ownership 2.18. Hybrid Car Sales Peak 2.19. Hybrid Car (HEV) Regional Sales 2015-2022 2.20. Fuel Cell Car Models 2.21. Honda to Re-enter FCEV the Market 2.22. Growth and Stagnation of Fuel Cell Passenger Cars 2.23. Hydrogen: Emissions & Cost Issues 2.24. Fuel Cell Car Forecasts 2.25. Chip Shortages – 2020 to 2023 2.26. Chip Shortages – Automaker Reactions 2.27. Chip Shortages – Electric Vehicles 2.28. Electric Pickups – The Big US Opportunity 2.29. Electric Pickup Release Dates 2.30. Electric Pickups Battery, Motor & Towing Benchmark 2.31. Electric Pickup Model Pricing 2.32. Tech Companies Entering the EV Market (1) 2.33. Tech Companies Entering the EV Market (2) 2.34. OEM ICE Phase Out and BEV Production Targets 3. TECHNOLOGY TRENDS – LI-ION BATTERY CELLS & PACKS, MOTORS, 800V, HIGH VOLTAGE CABLING & MORE 3.1. Lithium Battery Chemistries 3.2. Types of Lithium Battery 3.3. Average Car Battery Capacity 2015-2044 3.4. Battery Technology Comparison 3.5. The Promise of Silicon 3.6. Silicon Anode Material Opportunities 3.7. Silicon Anode – Company Benchmarking 3.8. Classifications of solid-state electrolytes 3.9. Liquid vs. solid-state batteries 3.10. Comparison of Solid-state Electrolyte Systems 3.11. Solid state battery collaborations /investment by Automotive OEMs 3.12. Li-ion Technology Diversification 3.13. Cathode Market Share for Li-ion in EVs (2015-2033) 3.14. Li-ion Timeline – Technology and Performance 3.15. IDTechEx Li-ion Battery Timeline 3.16. Li-ion Batteries: from Cell to Pack 3.17. Cell Format Market Share 3.18. What is Cell-to-pack? 3.19. Drivers and Challenges for Cell-to-pack 3.20. What is Cell-to-chassis/body? 3.21. Gravimetric Energy Density and Cell-to-pack Ratio 3.22. Outlook for Cell-to-pack & Cell-to-body Designs 3.23. Summary of Traction Motor Types 3.24. Electric Motor Type Market Share by Vehicle 3.25. China’s Control of Rare-Earths 3.26. Europe’s Move to Magnet Free Designs 3.27. OEM & Tier 1 Approaches to Eliminate Rare Earths 3.28. Axial Flux Motors 3.29. Axial Flux Motors Entering the EV Market 3.30. Benchmark of Commercial Axial Flux Motors 3.31. In-wheel Motors 3.32. Examples of Vehicles with In-wheel Motors 3.33. Motor Type Market Share Forecast 3.34. Power Electronics Use in Electric Vehicles 3.35. Benchmarking Silicon, Silicon Carbide & Gallium Nitride Semiconductors 3.36. Traditional EV Inverter 3.37. Discretes & Modules 3.38. Electric Vehicle Inverter Benchmarking 3.39. SiC Impact on the Inverter Package 3.40. Power Electronics Material Evolution 3.41. SiC Drives 800V Platforms 3.42. Emerging 800V Platforms & SiC Inverters 3.43. 800V Model Announcements in China (2022) 3.44. 800V Platform Discussion & Outlook 3.45. Copper vs Aluminum Cables 3.46. Aluminium HV Cabling Disadvantages 3.47. Tesla Model 3 Al Cable 3.48. Al HV Cables Market Adoption 3.49. The Ultimate Concept EV: 1200km Range 4. CHARGING INFRASTRUCTURE 4.1.1. EV charging experiencing continued growth 4.1.2. Overview of charging levels 4.1.3. 6 key market trends in EV charging 4.1.4. DC fast charging levels 4.1.5. Public charging pain points still exist 4.1.6. Megawatt charging: a new segment of high power DC fast charging 4.1.7. Challenges in implementing MCS 4.1.8. Tesla MW charging 4.1.9. Destination DC charging: a new product class for EVSE manufacturers 4.1.10. Mobile EV chargers 4.1.11. Global charging infrastructure installations 4.1.12. Connector standards: a competition for global acceptance 4.1.13. EV charging is a crowded market 4.1.14. AC Charging installations by power class 4.1.15. DC charging installation by power class 4.1.16. Alternate charging strategies emerging 4.1.17. EV charging: conclusions 4.2. Wireless Charging 4.2.1. Introduction to wireless charging for EVs 4.2.2. Resonant inductive coupling – the principle behind wireless EV charging 4.2.3. Enabling componentry 4.2.4. Wireless charging addressable markets 4.2.5. OEMs with wireless charging pilot projects 4.2.6. Wireless charging players overview 4.2.7. Cabled-chargers are not on their way out 4.2.8. Barriers: componentry cost and volumes 4.2.9. Dynamic charging trials underway 4.2.10. Wireless charging aids V2G and battery downsizing 4.2.11. Wireless charging for EVs: conclusions 4.3. Battery Swapping 4.3.1. Battery swapping: charge it or change it? 4.3.2. Battery swapping pathways for different types of EVs 4.3.3. Car battery swapping process overview 4.3.4. Swapping is more expensive than AC or DC charging 4.3.5. Battery as a Service (BaaS) business model – a disintegrated approach 4.3.6. Two and three-wheelers use small capacity, self-service swap models 4.3.7. Commercial heavy duty battery swapping is in its early stages 4.3.8. China’s heavy duty swapping industry 4.3.9. Battery swapping stations can act as grid support units and enable battery recycling 4.3.10. China dominates swapping globally 4.3.11. BSS deployment on the rise 4.3.12. Battery swapping benefits and scepticism 4.3.13. Battery swapping for EVs: conclusions 5. ELECTRIC TRUCKS 5.1. Truck Classifications 5.2. Road Freight Market 5.3. Electric Trucks: Drivers and Barriers 5.4. Global CO2 Road Freight Emissions 5.5. Medium and Heavy Trucks – Model Overview 5.6. Truck Model Availability Growing 5.7. Heavy-duty: BEV or Fuel Cell? 5.8. MW Charging Difficulty for BEVs 5.9. List of MW charging projects 5.10. European Electric Truck Sales 2016-2022 5.11. Addressable Truck Market: Europe Market Share 2022 5.12. Medium and Heavy-Duty Truck Sales in Europe 5.13. Main Truck Brands in the US 5.14. Addressable Truck Market: U.S. Market Share 2022 5.15. Medium and Heavy-Duty Truck Sales in the U.S. 5.16. US Electric Truck Sales 2016-2022 5.17. US Electric Trucks Manufacturers 5.18. Electric Heavy-Duty Truck Market in China 5.19. China Heavy-Duty Electric Truck Sales 5.20. Electric Heavy-Duty Truck Sales in China H1 2023 5.21. Addressable Truck Market: China HDT Market Share 2022 5.22. Medium and Heavy-Duty Truck Sales in China 5.23. Recovery from Coronavirus: Addressable Truck Market 5.24. Truck OEMs Commit to Electrification 5.25. Fuel Cells and Trucks Today 5.26. Fuel Cell Manufacturers Collaboration on US FC-Trucks 5.27. Fuel Cell Truck Example Specifications 5.28. Cost of H2 Trucks vs Battery Electric 5.29. Barriers to FC truck adoption 5.30. Electric Trucks – Unit Sales 5.31. Electric Trucks – Battery Demand GWh 5.32. Electric Trucks – Market Size $ billion 6. ELECTRIC LIGHT COMMERCIAL VEHICLES (LCVS) 6.1. Introduction to Electric LCVs 6.2. LCV Definition 6.3. Electric LCVs: Drivers and Barriers 6.4. Historic Electric LCV Sales in Europe 6.5. Electric LCV Share by Manufacturer in Europe 6.6. Electric LCV Sales by Model in Europe 6.7. Specifications of Popular Electric LCVs in Europe 6.8. Electric LCV Sales by European Country 2018-2022 6.9. Historic Electric LCV Sales in China 6.10. Specifications of Popular Electric LCVs in China 6.11. Electric and Diesel LCV Cost Parity 6.12. Small eLCV Break-Even: Purchase Grant 6.13. LCV Range Requirement 6.14. LCV Range Requirement 6.15. Example Fuel Cell LCV Specifications 6.16. Stellantis Fuel Cell LCVs 6.17. Groupe Renault 6.18. IDTechEx Outlook for eLCVs 6.19. Electric LCV – Unit Sales 6.20. Electric LCV – Battery Demand GWh 6.21. Electric LCV – Market Size $ billion 7. ELECTRIC BUSES 7.1. Municipal buses: double, single, double-single 7.2. BEV & PHEV Bus Options 7.3. 10Y historic sales of e-buses in China 2012 – 2022 7.4. 18 electric bus OEMs & market share in China 7.5. Average battery kWh/bus by region and battery chemistry trends 7.6. Bluebus solid-state batteries 7.7. Electric Bus Motor Types 7.8. Typical bus model specs by region 7.9. China underpins electric bus sales in Europe 7.10. Electric, ICE & other bus sales in the US 7.11. Fleet vehicles require high power charging 7.12. Fuel Cell Buses 7.13. 30 years of FC-Bus Development 7.14. Main Advantages / Disadvantages of Fuel Cell Buses 7.15. Fuel Cell Bus Schematic 7.16. Fuel Cell Bus Example Specifications 7.17. Electric bus unit sales by BEV, PHEV, FCEV 2020 – 2044 7.18. Electric bus battery demand BEV, PHEV, FCEV 2020 – 2044 GWh 7.19. Electric Bus Market Value BEV, PHEV, FCEV 2020-2044 (US$ billion) 8. MICRO EVS 8.1. Introduction to Micro EVs 8.2. Micro EV types 8.3. Micro EV characteristics 8.4. Comparison of micro EV segments 8.5. Micro EVs are sustainable 8.6. Global two-wheeler markets snapshot 8.7. Asia home to major electric two-wheeler markets 8.8. India electric two- and three- wheeler market growth 8.9. Growth drivers of electric two wheelers in India 8.10. Indian electric two-wheeler OEMs 8.11. China electric two-wheeler market history 8.12. ASEAN markets 8.13. Historic sales in Southeast Asia 8.14. Electric two-wheeler market shares in ASEAN countries 8.15. ASEAN electric two-wheeler wheeler brands 8.16. Electric mopeds and motorcycles in Europe 8.17. The US two-wheeler market 8.18. US electric two-wheelers 8.19. The role of three-wheelers 8.20. China and India: major three-wheeler markets 8.21. Examples of Indian E3W models 8.22. Chinese three-wheeler types 8.23. Examples of Chinese E3W models 8.24. Three wheelers outside China and India 8.25. Microcars: the goldilocks of urban EVs 8.26. Examples of microcars by region 8.27. Unregistered low speed EVs in China 8.28. Average battery capacities of microcars 8.29. Electric quadricycle sales in EU 8.30. Micro EV forecast 2021-2044 (unit sales) 8.31. Li-ion vs lead-acid battery demand for micro EVs 2021-2044 (GWh) 8.32. Micro EV – a $187 billion market opportunity 9. ELECTRIC & HYBRID MARINE 9.1. Summary of Marine Markets 9.2. Summary of market drivers for electric & hybrid marine 9.3. Marine battery market history 2019-2025 by subsector: ferry, cruise, ro-ro, cargo, OSV, tug, other 9.4. Why marine batteries are unique 9.5. Corvus Energy delivers over 200MWh/year 9.6. Policy & Emissions Regulation Summary 9.7. Marine CO2 Emissions and Targets 9.8. Solutions for Greenhouse Gas Regulations 9.9. Overview of e-fuels 9.10. The need for alternative fuels & fuel cells 9.11. Ferries are well suited for electrification 9.12. Electric ferry adoption in Norway 2015-2030 9.13. Types of offshore support vessel (OSV) 9.14. OSV case study & typical specs 9.15. Cruise ship markets dominated by a few players 9.16. Cruise ships during the pandemic 9.17. Electric tanker case studies in Norway & Japan 9.18. Leisure & recreational electric boat markets 9.19. Boat propulsion types & trend towards outboards 9.20. Annual number of electric vessels 2020-2044: Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 9.21. Battery demand from electric vessels (GWh) 2020-2044: Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 9.22. Market size of marine battery systems 2020-2044 ($ bn): Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 10. ELECTRIC VEHICLES FOR CONSTRUCTION 10.1.1. Construction Vehicles 10.1.2. Construction Vehicles – Key Findings 10.1.3. Key Construction Machine Types for Electrification 10.1.4. Construction Market Continues to Bounce Back 10.1.5. Electrification Activity of Major Construction OEMs (1) 10.1.6. Electrification Activity of Major Construction OEMs (2) 10.1.7. Advantages of / Barriers to Machine Electrification 10.1.8. TCO Drivers for Electric Construction Vehicles 10.1.9. Retrofitting vs. OEM in-housing (1) 10.1.10. Retrofitting vs. OEM in-housing (2) 10.1.11. Chinese OEMs Large Battery Excavators 10.1.12. Dual Gun Ultra-Fast Charging 10.1.13. Battery Requirements in Construction: Performance 10.1.14. Battery Requirements in Construction: Sizing 10.1.15. Battery Requirements in Construction: Pricing 10.1.16. Key Performance Attributes For Construction Battery Systems 10.1.17. Cell Chemistry in Construction 10.1.18. Regional Cell Chemistry Choices 10.1.19. Construction Equipment Electrification Opportunities (1) 10.1.20. Construction Equipment Electrification Opportunities (2) 10.1.21. Global Construction EV Sales Forecast by Machine Type 10.1.22. EV Construction Machines Battery Demand by Machine Type (GWh) 10.1.23. EV Construction Machines Market Size by Machine Type (US$ Billions) 10.2. Electric Trains 10.2.1. Electric Trains Introduction 10.2.2. Drivers for Zero-emission Rail 10.2.3. Barriers for Rail Electrification 10.2.4. Overview of Train Types 10.2.5. Six Key Findings for Electric Trains 10.2.6. Multiple Unit Trains 10.2.7. BEV Multiple Unit Orders 2022-2026 & Supplier Market Shares 10.2.8. Battery Capacity of BEV Multiple Units, Shunters, Locomotives 2022-2043 (kWh/ unit) 10.2.9. Key Performance Indicators for Train Battery Systems 10.2.10. Fuel Cell Train Overview 10.2.11. Production Model FC multiple unit Specifications 10.2.12. FC Locomotives Summary 10.2.13. FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (Unit Sales) 10.2.14. Battery Demand for FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (GWh) 10.2.15. Fuel Cell Demand from Multiple Units, Shunters, Locomotives 2022-2044 (GW) 10.2.16. FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (US$ bn) 11. ELECTRIC AIR TAXIS (EVTOL) 11.1. Flying Cars: The Dream Becoming A Reality 11.2. What Is An eVTOL Aircraft? 11.3. eVTOL Architectures 11.4. Why eVTOL Aircraft? 11.5. eVTOL Applications 11.6. eVTOL Getting Off The Ground 11.7. Conclusions on Air Taxi Time Saving 11.8. Conclusions on Air Taxi Time Saving 11.9. Huge Companies Are Already Investing In eVTOL 11.10. Air mobility funding 11.11. When will the First eVTOL Air Taxis Launch? 11.12. eVTOL Multicopter / Rotorcraft 11.13. eVTOL Lift and Cruise 11.14. eVTOL Vectored Thrust: Tiltwing 11.15. eVTOL Vectored Thrust: Tiltrotor 11.16. Air Taxi Services 11.17. eVTOL As An Urban Mass Mobility Solution? 11.18. Where Is The eVTOL Air Taxi Advantage? 11.19. The Value of Autonomous Flight 11.20. eVTOL Battery Requirements 11.21. eVTOL Motor Requirements 11.22. eVTOL Composite Material Requirements 11.23. eVTOL Infrastructure Requirements 11.24. Forecast Summary 11.25. eVTOL Air Taxi Sales Forecast (Units) 11.26. eVTOL Air Taxi Battery Demand Forecast (GWh) 11.27. eVTOL Air Taxi Market Revenue Forecast (US$ billion) 12. MARKET FORECASTS 12.1. Long-term Forecasting of Technologies 12.2. Forecast Methodology 12.3. Forecast Methodology & FAQ 12.4. Forecast Assumptions 12.5. Global Car Sales by Powertrain 2015-2044 12.6. Global Electric Car Sales by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 12.7. Global Electric Car Battery Demand by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 12.8. Global Electric Car Market Value by Powertrain – BEV, PHEV, HEV, FCEV 2015-2044 12.9. Electric Trucks – Unit Sales 12.10. Electric Trucks – Battery Demand GWh 12.11. Electric Trucks – Market Size $ billion 12.12. Electric LCV – Unit Sales 12.13. Electric LCV – Battery Demand GWh 12.14. Electric LCV – Market Size $ billion 12.15. Electric bus unit sales by BEV, PHEV, FCEV 2020 – 2044 12.16. Electric bus battery demand BEV, PHEV, FCEV 2020 – 2044 GWh 12.17. Electric Bus Market Value BEV, PHEV, FCEV 2020-2044 (US$ billion) 12.18. Micro EV forecast 2021-2044 (unit sales) 12.19. Li-ion vs lead-acid battery demand for micro EVs 2021-2044 (GWh) 12.20. Micro EV – a $187 billion market opportunity 12.21. Annual number of electric vessels 2020-2044: Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 12.22. Battery demand from electric vessels (GWh) 2020-2044: Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 12.23. Market size of marine battery systems 2020-2044 ($ bn): Ferry, Cruise, Ro-Ro, Cargo, OSV, Tug, Other 12.24. Global Construction EV Sales Forecast by Machine Type 12.25. EV Construction Machines Battery Demand by Machine Type (GWh) 12.26. EV Construction Machines Market Size by Machine Type (US$ Billions) 12.27. FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (Unit Sales) 12.28. Battery Demand for FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (GWh) 12.29. Fuel Cell Demand from Multiple Units, Shunters, Locomotives 2022-2044 (GW) 12.30. FCEV & BEV Multiple Units, Shunters, Locomotives 2022-2044 (US$ bn) 12.31. eVTOL Air Taxi Sales Forecast (Units) 12.32. eVTOL Air Taxi Battery Demand Forecast (GWh) 12.33. eVTOL Air Taxi Market Revenue Forecast (US$ billion) 12.34. Electric Vehicles Land, Sea, Air – Unit Sales 2021-2044 12.35. Electric Vehicles Land, Sea, Air – Battery Demand GWh 2021-2044 12.36. Electric Vehicles Land, Sea, Air – Market Size US$ 2021-2044

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