Zapp's DFM for Electrification Opportunity in the Two-Wheeler EV Market slide image

Zapp's DFM for Electrification Opportunity in the Two-Wheeler EV Market

Massive Global Powered Two-Wheeler Market Targeted global rollout to capitalize first on brand positioning and then scale 11% EV sales penetration $3,000-$40,000 price points No EV winners established yet US: 0.6 million No EV winners established yet LATAM: 5.4 million No EV winners established yet EU: 1.2 million ROW: 3.6 million No EV winners established yet " China: India: 21.4 15.9 million million 36% EV sales penetration Mostly basic utilitarian products (1-2kW at $1,000- 3,000) SUNRA Price/products similar to China ■ No EV winners established yet ■Total of 2.8m units in premium segment¹ 60m units / $130bn sold worldwide in 2022 SE Asia: 12.4 million LUYUAN T TAILG Yadea 台铃 All AIMA ELECTRIC SCOOTERS ԼՈՒՍ Significant opportunity for both lower and higher price products No EV winners established yet Expected to reach 55m total EV units in Indonesia alone by 2030 Sources: Motorcyclesdata, indiatimes, ACEM, cinn, fourin, persistencemarketresearch, ADB, AWR Lloyd 1 Premium segment defined as motorcycles with a retail price greater than INR 200,000 (approximately $2,500). 28
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