电动汽车 - IDTechEx Reports and Subscriptions

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。

本报告探讨汽车半导体市场。涵盖电气化、ADAS 和自动驾驶技术的主要趋势，并讲述了它们如何影响半导体市场。

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 "Electric Vehicles in Construction 2022-2042" is a deep dive into the electrification efforts of off-road mobile construction machine manufacturers. The report highlights technical and economic considerations of powertrain electrification over the range of mobile construction machines, including excavators, loaders, cranes, and telehandlers. The report provides IDTechEx's 20-year outlook for the sector, with IDTechEx's independent sales, battery demand and market revenue forecasts for electric construction vehicles out to 2042.

The rapidly growing electric vehicle market creates a huge demand for the supporting charging infrastructure across several global regions and different power classes. Within this market, we are seeing trends around high-power charging, battery swapping and smart charging. This report addresses these trends within the markets for battery-electric or hybrid cars, vans, trucks and buses with OEM hardware benchmarking, CPO comparisons and granular market forecasts.

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.

The rapidly growing electric vehicle market puts a huge demand on electric motors across several global regions and different vehicle categories. Within this market, we are seeing trends around motor technology and topology, power and torque density, materials utilisation and thermal management. This report addresses these trends within the markets for battery-electric or hybrid cars, vans, trucks, buses and two-wheelers with OEM use-cases, benchmarking and granular market forecasts.

This report analyses the trends and developments to Li-ion cell and battery pack technology for electric vehicles by studying developments from both automotive OEMs and battery pack manufacturers serving non-car markets. Discussion and comparisons are made between key technology choices, such as between LFP and NMC or Li-metal/solid-state and silicon-dominant anode batteries. Demand for Li-ion batteries is forecasted for electric cars, vans, trucks, 2-wheelers, boats and buses.

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.

The electric vehicle market is growing and will continue to do so rapidly over the next 10 years, and with it the demand for battery cells and battery packs. The increased utilisation of these components will drive the demand for many key materials that would not necessarily have been in demand for combustion engine vehicles. This report analyses the key materials required in electric vehicle battery cells and packs across several vehicle segments. Automotive use-cases and market insight is used to forecast material utilisation trends, tonnages and market values 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.

This report addresses and forecasts electric two-wheelers with pure electric modes under 4kW ('electric scooters') and over 4kW ('electric motorcycles') with historic data back to 2015 and forecasts to 2041, with insight into the drivers and uptake by region (China, India, Indonesia, Vietnam, EU + UK, US, RoW). The report further explores key technology trends, such as the transition away from lead-acid and the reliance on permanent magnet motors for all power classes. Market shares of companies are provided regionally, based on primary interviews with market leaders.

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.

The electric vehicle market will see massive growth over the next 10 years and with it, the demand for batteries and motors. The increased utilisation of these powertrain components will drive the demand for many key materials that were not necessarily in demand for combustion vehicles. This report considers the materials required for the construction of electric vehicle motors, battery cells and battery packs. We use automotive use-cases and market insight to forecast material utilisation trends, tonnages, and market values from 2020 to 2030.

The new IDTechEx report 'Electric Leisure & Sea-going Boats and Ships 2021-2040' reveals the challenges and growth for electrification in the maritime sector. It finds that leisure boats are the largest market by volume, but the deep-sea sector will take the largest market value and greatest battery demand.

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.

Gas sensors are simultaneously an established industry and well placed to benefit from the trend towards mass-digitization. Interest from consumers and policymakers in air quality has increased dramatically due to COVID-19, creating a growing market for distributed gas sensor networks. Through discussions with major and emerging sensor manufacturers, along with analysis of early-stage technologies, this report identifies opportunities and challenges across environmental, medical, automotive, and olfaction markets.

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.

Mobile robots can be an excellent solution to many issues in the logistics industry. This report provides a comprehensive analysis of major players, technologies, and markets, 20-year market forecasts, and abundant product examples of 14 different forms of mobile robots in logistics. It will help readers have a deeper understanding of the current market landscape, how the technologies are used, the technology trend, and the future market outlook.

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%.

Recycling recovers valuable metals from batteries and provides a sustainable route for end-of-life management. In 2042, 12 million tonnes of Li-ion batteries will be recycled with the potential to obtain $51 billion USD in valuable metals. IDTechEx have forecasted this to exponentially increase to 2042. This report includes up-to-date process descriptions, policy explanations, market analysis and company profiles, based on data from 87 Li-ion battery recyclers globally.

In recent years, vast improvements to autonomous vehicle technologies such as radar, lidar, HD cameras and software has propelled robotaxis to the cusp of market-readiness. Autonomous trials from Waymo, Cruise, and others are now evolving into autonomous services, with legislative barriers clearing. New IDTechEx forecasts reveal how these services will come to dominate within 20 years, creating massive opportunities for the underlying sensors market, which grows at over 30% CAGR.

IDTechEx report, "Mining Electrification: Vehicles, Generation, Repurposing 2022-2042" is unique in looking at these poorly-covered aspects for 20 years ahead so you can see what is really happening. The commercially-oriented 310-page analysis reveals many surprises and gaps in the market.Based on years of investigation globally by multi-lingual, PhD-level IDTechEx analysts.

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.

Aerogels are a family of nanoporous materials that have been known for nearly 100 years. There has been a complex history, with key commercial uptake starting in the 21{^st} century. The market is dominated by silica aerogel blankets. This is used as insulation material predominantly for the oil & gas industry. There is lots of activity as new players scale up, particularly in China, and new applications are found, from EV battery packs to building & construction. Beyond silica, there is the emerging field of polymer and carbon aerogels that are at a very early-stage of commercialisation and have the capacity to take the industry in entirely new directions. This report covers the main technologies, players, and markets for the aerogel industry. IDTechEx has been studying the field for many years and brings the most comprehensive and accurate information on this evolving market.

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.

In-depth analysis of the Li-ion patent landscape, focussing on cell materials and technologies, including further analysis of NMC and Li- and Mn-rich cathodes, silicon anodes, liquid electrolytes, separators and carbon nanotube and graphene use. Highlighted are key technology trends, geographical activity, key players and assignees, and player rankings. Furthermore, example patents are reviewed and discussed in the context of current Li-ion market developments alongside a discussion of future technology directions.

The report provides a clear and objective picture about the hydrogen economy, giving the reader a perspective of the current status and future development of hydrogen as an energy carrier. A complete description of the different fuel cells and electrolysers, will allow the reader to understand the chemical principles, materials involved, technical limits and future opportunities of each technology, including the main players on the market.

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。

该报告讲述了高度创新的激光技术和快速增长的光纤激光器市场，很少有市场研究公司会探索该领域。此报告由一位具有激光物理研究技术背景的分析师撰写。

智能玻璃是一种电活性玻璃，主要用于汽车、建筑和航电窗户，10 年内需求将增长到 11 亿美元。它一般用于电子遮蔽，代替物理遮光，或供半透明光伏窗户局部发电。作为唯一一份涵盖技术和市场的全面报告，它将对价值链上的每一个环节均有所帮助，包括建筑和汽车设计师、销售商和用户。