电动汽车 - IDTechEx Reports and Subscriptions

快速增长的电动车市场为各个地区不同功率等级的配套充电基础设施创造了巨大的需求。在该市场中，我们密切关注大功率充电、无线充电、电池更换和 V2X 方面的趋势。此报告探讨纯电动或混合动力汽车、货车、卡车和巴士的市场趋势，还有 OEM 硬件基准化、CPO 对比和 10 年详细市场预测。

IDTechEx 报告《电动船舶 2024-2044》揭示了海事领域电气化的挑战和增长。报告发现，按总量计算，休闲船是最大的市场，但由于大型电池系统容量/船舶以及国际海事组织和欧盟强有力的排放政策驱动因素，混合动力深海领域将产生以兆瓦时计的最大电池需求。该报告从单位销量、电池需求 (Gwh) 和电池市场价值（10 亿美元）方面着手，针对电动渡轮、电动货运/集装箱、电动滚装船、电动游轮、电动 OSV、电动拖船、按功率分类的电动休闲船 (<1kW、<12kW、>25kW) 提供 20 年详细预测，并根据供应商访谈分享了船用锂离子电池系统和电力推进系统的技术分析和价格信息。

快速发展的电动车市场对全球各个地区和不同车型的发动机提出了巨大的需求。该市场有发动机技术和拓扑、功率和扭矩密度、材料利用和散热管理方面的趋势。此报告探讨电池电动或混合动力汽车、货车、卡车、公共汽车、两轮车、三轮车和微型车市场的这些趋势，并提供 OEM 用例、基准化和详细市场预测。

IDTechEx 的“施工电动车 2023-2043”对电动施工机械的趋势进行了深入分析。分析包含 100 多个示例机械的数据库可了解电池容量设计、电池定价的影响以及电动机械的性能。涵盖的机械包括迷你挖掘机、挖掘机、装载机等。基于 4 个区域和 7 种机械的 20 年预测论证该市场如何在 2043 年增长到 1500 亿美元。

电动车行业对众多材料产生大量需求。此报告涵盖了对制造电池和电池组所需材料的需求。报告分析了电池化学、设计、能量密度和成本的趋势以及材料利用趋势，为包含汽车、货车、卡车、巴士、两轮车、三轮车和微型车的整个电动车市场提供了 27 项单独的材料预测。

在此报告中，IDTechEx 评估了随着储能技术的快速发展，纯电动 (BEV) 和氢燃料电池 (FC) 火车在全球范围内显露的发展机会。20 年详细预测包含火车交付、电池需求 (Gwh)、燃料电池需求 (MW) 和市场价值（以十亿美元为单位），包括机车 (BEL, FEL)、动车组 (BMU, FMU)和分流列车。此外，还探讨了铁路电池、FC 和绿色氢气的成本演变，以评估长期可行性。

本报告全面深入地介绍了汽车新时代的半导体使用情况。了解雷达、LiDAR、相机、逆变器、电池管理系统、MCU 和 SoC 等赋能技术的主要趋势，以及它们如何影响未来的半导体需求。此报告的 10 年详细预测讲述了半导体晶片需求、半导体材料需求（包括 Si、SiC、GaN、InGaAs 等），以及晶片生产收益（以美元计算）。

在《电动车的动力电子组件 2023-2033》中，IDTechEx 深入探讨了电动车动力电子组件领域，针对不断发展的半导体和封装材料，包括硅、碳化硅和氮化镓半导体、管芯连接材料、引线接合、热管理等，提出了深刻的技术见解。IDTechEx 提供了详细的预测，列明逆变器、车载充电器 (OBC)、DC-DC 转换器（按电压分为 600V、1200V）和半导体类型（硅、碳化硅、氮化镓）的单位销售额、GW 和美元需求。

微型电动车辆专为几公里的短途出行和低速行驶而设计。该报告涵盖了电动两轮车和三轮车以及微型车，它们非常适合在人口密集的城市中心使用。报告讲述了主要的区域，分析了它们的领先参与者、车型和市场份额。该报告通过超过 45 条的预测线，涵盖销量、电池需求和市场价值，全面概述了全球微型电动车辆市场。  

为确保电动车中的电池、发动机和动力电子组件等部件保持最佳状态，可靠运行，需要谨慎选择热管理策略和材料。本报告深入探讨了电动车市场中用于电池、发动机和动力电子组件热管理的选项，包括当前策略、各种部件设计中的新趋势以及热管理方法和材料的市场预测。

燃料电池 (FC) 由于拥有极高效能和使用绿色燃料实现零排放作业的潜力，因而在海上运输中展现出广阔前景。《燃料电池船舶 2023-2033：PEMFC、SOFC、氢气、氨气、液化天然气》研究了最新的燃料电池技术和材料，揭示绿氢 PEMFC 和绿氨 SOFC 市场将以 35% 的复合年增长率快速增长。自下而上的预测利用了初步研究和 5 次以上的概况访谈，详细说明最新的管道。

Despite a lower fire occurrence rate than combustion vehicles, fire safety is critical for electric vehicles and presents several material opportunities. This report considers the regulation and battery design trends and how this will impact fire protection materials such as ceramics, mica, aerogels, coatings, encapsulants, foams, compression pads, phase change materials, and more. Market forecasts are given in yearly mass demand and market value, segmented by material and vehicle.

Efficient, automatic wireless charging of electric vehicles aims to revolutionise the EV charging experience. This technology can be used in static and dynamic applications, across various vehicle segments offering an opportunity for various auto OEMs and Tier 1 suppliers. A ground-based transmitting pad, a vehicle-based receiving pad, and power cabinets are the enabling system components. This report covers the componentry, player profiles, commercial deployments, global standards, and granular forecasts.

Electric Cars 2023-2043 provides a deep dive into future automotive markets, with granular regional (US, China, Norway, UK, France, Germany, Netherlands, Denmark, RoW), and technology forecasts. Technology coverage includes battery-electric (BEV), hybrid (PHEV & HEV) and fuel cell (FCEV) cars; autonomous vehicles (L2, L3, L4); Li-ion batteries (NMC, NCA, LFP, silicon, solid-state); electric motors (PM, WRSM, ACIM, Axial-flux, In-wheel); power electronics (SiC, Si IGBT) and more.

The lidar market for automotive applications will grow to US$8.4 billion by 2033. The demand for lidars to be adopted in the automotive industry drives the huge investment and rapid progression of lidars, with the innovations in beam steering technologies, performance improvement, and cost reduction in lidar transceiver components. These efforts can enable lidars to be implemented in a wider application scenario beyond conventional usage and automobiles. IDTechEx leverages its experiences such as in laser physics, semiconductors, optics, sensors, optoelectronics, and transportation, to provide a comprehensive analysis on technologies and products. 10 year market forecasts on lidar units and market value with a focus on automotive have been provided. IDTechEx also tracks the development and activities of 95 global players, with unbiased research and appraisal.

The IDTechEx Electric and Fuel Cell Trucks 2023-2043 report explores the future of the rapidly developing zero-emission truck market, covering battery electric, plug-in hybrid, and hydrogen fuel cell trucks. Within the report we discuss the technical and economic aspects of zero-emission truck deployment and present IDTechEx's granular forecasts for medium and heavy-duty zero-emission truck deployment out to 2043, with focus on the key markets; Europe, the U.S., and China.

Battery swapping promotes the use of the battery as a service (BaaS) business model which aims to decouple the costs of the battery pack from the overall price of the EV. Pack swap and module swap technologies are being commercialised. This report addresses these technologies, players and trends within this market and also includes granular 10-year forecasts of battery swap station (BSS) deployments.

IDTechEx's report "Fuel Cell Electric Vehicles 2022-2042" explores the current state of on-road fuel cell vehicle development for passenger car, light commercial vehicle, truck, and city bus markets. The report discusses the technical and economic aspects of fuel cell deployment in these different transport applications with IDTechEx's independent outlook for the future of fuel cell vehicles to 2042.

IDTechEx's "Air Taxis: Electric Vertical Take-Off and Landing Aircraft" report is designed to help companies understand the emerging urban air mobility market. Providing comprehensive analysis of eVTOL air taxis, from the basics of eVTOL aircraft design architectures, through to OEM players and opportunities in key enabling technologies. The report presents our TCO analysis of eVTOL operations and IDTechEx's independent 20-year forecasts for this transformative new market with considerable long-term potential.

The electric vehicle market will see massive growth over the next 10 years and with it the demand for battery cells, packs and their associated materials. This tool allows you to see the material intensity assumptions that IDTechEx makes and use either IDTechEx's or your own forecast numbers for unit sales and battery pack capacity to determine the multi-metal materials demand from 2021-2031.

This report addresses and forecasts electric two-wheelers, electric three-wheelers (e-rickshaws), electric cars and electric buses in India, revealing massive potential and opportunity from one of the world's largest and fast-growing economies. The report further explores key technology trends unique to India, such as the transition away from Lead-acid batteries, Li-ion chemistry choices for 45-degree midday heat, the importance of local battery production and the country's reliance on permanent magnet motors from China.

The hybrid electric vehicle (HEV) market has experienced growth in 2020 despite the implications of COVID-19 on the automotive industry. However, the HEV may have a limited lifespan due to impending fossil fuel bans around the world and the greater adoption of battery electric vehicles. This report considers the trends in HEV battery and motor-generator technology in addition to historic and future markets for HEVs in five key regional markets including forecasts from 2021 to 2041.

The electric light commercial vehicle market is uniquely poised for rapid electrification. IDTechEx's new 2021-2041, COVID adjusted, forecast report provides a granular twenty-year outlook for eLCV sales, market penetration, market revenue and installed battery capacity, at global and regional levels, to help companies make effective plans in this rapidly evolving sector.

本报告分析移动机器人市场、技术、资金和参与者。涵盖 4 大应用的 15 种机器人。2019-2022 年的历史市场数据以及 2023-2043 年的市场预测。它揭示了巨大的机遇，预计到 2044 年，每年的移动机器人市场将增长到 1500 亿美元左右。

汽车显示器领域正以前所未有的速度发展。随着自动驾驶的兴起，显示器将在乘客和车辆之间的互动中发挥核心作用。本报告涵盖了新型显示器以及实现这种未来体验的关键技术。本报告还涉及到显示器设计的变化，以及对显示器各要素的整体认识，包括覆盖玻璃、粘合剂和驱动集成电路。

自动驾驶汽车的障碍终于消失。私人 SAE 3 级车辆现已向公众开放，多种商用机器人出租车服务也已推出。了解哪些地方可以使用 3 级车辆，哪些城市有机器人出租车服务，这些车辆需要哪些传感器（摄像头、雷达和激光雷达），以及机器人出租车服务如何在 20 年内创造超过 1 万亿美元的年收入。

2043 年，锂离子电池的回收量将达 2380 万吨，市场有望以此获得价值 1010 亿美元的有价金属。随着回收商开始准备接手越来越多的退役电动车电池，各个关键地区都在不断建立新的回收设施。这份 IDTechEx 报告基于全球 80 家锂离子电池回收商的数据，提供了最新的市场预测、技术说明、政策和经济解释、市场分析以及公司简介。

钠离子电池 2023-2033 全面概述了钠离子电池市场、参与者和技术趋势。报告针对基于总量 (Gwh) 和价值（美元）的钠离子电池需求，讲述了电池基准化、材料和成本分析、关键参与者专利，以及 10 年预测。

此报告对电动车、数据中心、EMI 屏蔽、5G、ADAS 和消费类电子产品的热界面材料进行了深入的技术分析。还通过应用讲述了 10 年颗粒面积 (m2)、质量 (kg)、收益 (US$) 和 TIM 单价 (US$) 预测。此报告涵盖高性能 TIM 的最新发展、成功商业应用，以及过去的 TIM 参与者收购/合作。报告还明确了未来的 TIM 趋势。

二次寿命电动车电池市场非常重要，原因有很多。包括为未来的能源基础设施增加价值，为电动车电池创造循环经济，以及提供比新电池更低的平准化储能成本。这份 IDTechEx 报告包含了市场预测，以及对主要再利用商和电池诊断参与者、二次寿命电池的技术经济可行性、法规、电池设计、化学成分和技术趋势的深入分析。

IDTechEx 预测，到 2033 年，水电解槽市场规模将增长到 1200 美元以上。虽然之前对绿色氢气和氢气经济的大肆宣传已经消退，但现在有大量的公私资本用于开发水电解系统，以生产绿色氢气。现有市场（包括精炼和氨气生产）和新市场（如甲醇、绿色钢铁和运输应用）的氢气需求预计将在全球范围内增长。日益强烈的提高能源安全的愿望以及脱碳的努力，推动了氢气生产和使用的增加。然而，若要在脱碳过程中发挥作用，生产的氢气本身必须是低碳的。

此报告介绍了固态电池技术、材料、市场、供应链和市场参与者。报告对现有固态电池技术进行了评估和基准化，介绍了全球大多数市场参与者，并分析了该领域的主要参与者，针对容量和市场价值预测了 2023 年到 2033 年 3 个关键技术类别的 10 个应用领域。报告还分析了固态电池背后的大肆宣传和希望，提供了深入的技术和商业见解。

随着全球电网中可再生能源资源的增加，以及各国政府要求达到可再生能源生产和储能相关目标的压力，固定储能的电池需求必将增长。这份 IDTechEx 报告包含针对热门安装国家的市场预测、参与者分析、技术趋势和应用、创造收入流的商业模式以及区域分析。

IDTechEx forecast the Li-ion market to grow to over US$430 billion by 2033, driven by demand for electric vehicles. Electric vehicles remain the key driver behind the Li-ion market and electric cars will be the largest market for Li-ion batteries over the next 10 years. Despite the ongoing effects of COVID-19, chip shortages and other supply chain issues, electric car unit sales reached 6.4 million 2021, driven by strong emissions targets and regulations.

Materials demand for proton exchange membrane (PEM) fuel cells is set to grow in line with an expanding fuel cell electric vehicle (FCEV) market. This IDTechEx report contains market forecasts, benchmarking studies, player analysis, technology trends and latest developments for components in PEM fuel cells, including bipolar plates (BPP), gas diffusion layers (GDL), catalyst coated membrane (CCM), membrane electrode assemblies (MEA), ionomers, and platinum catalysts.

Thanks to the low capital barrier and increasing human-machine collaboration, collaborative robots (cobots) are becoming increasingly popular. This report provides a comprehensive analysis of significant applications by end industries (automotive manufacturing, food and beverage, electronics, and healthcare and hospitality), and tasks (picking and placing, palletizing, packaging, and others). The report covers critical technologies, market analysis, and 20-year granular market forecasts by region, end industry, and tasks. The report provides an understanding of the market dynamics, competitive landscape, market outlook, and promising applications.

IDTechEx has found significant activity in the autonomous heavy-duty commercial vehicle space, with hundreds of vehicles in various stages of trialling globally, and some companies on the precipice of fully unmanned commercial deployment. Each industry has unique strengths and challenges, this report explains them and gives market forecasts accordingly.

The automotive market is rapidly adopting autonomous features to aid in safety and driving convenience. This requires a suite of sensors (cameras, radars, and LiDARs) and computing platforms. These components are evolving and present thermal management challenges, leading to opportunities for thermal interface materials, die attach, radar radome materials, and electromagnetic interference (EMI) shielding. This report provides a market analysis for thermal materials in ADAS with trends, players, and granular market forecasts.

Service robots are becoming increasingly popular. This report provides a comprehensive analysis of the major application areas of service robots, including delivery and logistics robots, cleaning and disinfection robots, social robots, agricultural robots, kitchen and restaurant robots, and underwater robots. It covers key technologies, market analysis, and 10-year granular regional market forecasts. The report provides an understanding of the market dynamics, competitive landscape, market outlook, and promising applications.

This report provides in-depth analysis, trends and developments in advanced and alternative battery technologies, including to Li-ion cell designs and materials, silicon anodes, Li-metal anodes as well as lithium-sulphur, Na-ion and redox flow battery chemistries, amongst others. Details on the key players and start-ups in each technology are outlined and addressable markets and forecasts are provided for silicon, Li-metal, Na-ion, RFBs and large Zn-based batteries.

IDTechEx estimates that today over 50% of new vehicles are shipped with radar, making it a key sensor. Start-ups such as Arbe, Metawave and Oculii are achieving new performance heights, while established suppliers such as Continental, Infineon and NXP are going through a key semiconductor transition. As high levels of autonomy and active safety become more common, IDTechEx's forecast show a radar market 10-year CAGR of 14%.

Extensive opportunities for printed and flexible electronics are being created by the transition to electric and autonomous vehicles - these technologies include EV powertrains, interior sensors and displays, and even exterior heating and lighting. This report outlines the current status and opportunities for printed/flexible electronics across 11 application areas, along with 10-year market forecasts by revenue and volume, multiple case studies and assessments of commercial and technological readiness.

This report provides a market overview on key non-fossil alternative fuels, including renewable diesel, sustainable aviation fuel, electro-fuels, and e-ammonia, discussing the technologies being developed, level of commercialisation, applications being targeted, and growth potential for these fuels. Comparisons are drawn to other low-carbon solutions such as battery technology and hydrogen.

In this new market research report on Drones, IDTechEx evaluates the key need-to-know areas to gain insight and understanding in this broad and innovative market. Drones can be used in many different situations from mapping, to agriculture, to delivery. The drones market is forecast to grow to over $22Bn by 2041; drones and their associated technologies are a key market for years to come.

到 2030 年，锂离子电池需求将超过 3 太瓦时，机遇和风险并存。在此报告中，我们全面分析了锂离子供应链，包括关键技术、参与者、需求预测和成本分析。这份报告的分析和见解将有助于为不断增长的锂离子电池市场的投资提供清晰的思路。

此报告调查了各种电动交通工具动力电子组件中使用的各种芯片贴装和衬底贴装材料的市场。其中建立了一个详细的定量模型，以预测所有形式电动交通工具各种动力电子功能的芯片贴装和衬底贴装材料的可实现市场规模。报告还针对价值和质量制定了十年市场预测，按照材料类型对市场进行了细分。报告中提及的材料包括纳米银烧结、微银烧结、铜烧结、SAC 及其他焊料和瞬态液相粘结材料。