Investor Presentation
Appendix
Several trends are underpinning
acceleration of EV adoption
1
New entrants represent an
2
EV charging infrastructure
incentive for further EV charging
infrastructure build-out
is on the rise
Estimated number of chargers¹ (mm)
42
4
NIO
SONO
MOTORS
X PEN G
TESLA
理想
康迪 KANDI
LO
5
2
13
19
14
658
-
3 Ease of use
Increasing EV charging points density across the globe underpinned by significant investment
Europe targeting one charging station every 60km by 2030E
Estimated capital investment through to 2030E ($bn)
US
China
15
European Union
11
Decreasing TCO and improving
technology
Decrease in EV powertrain cost driven by falling battery costs at higher power density
Energy density and charge speed continue to improve
Lithium-Ion Battery price trends and forecast (USD per kwh)
2020A
2025E
2030E
China
US
■European Union
5 Regulatory restrictions
High pressure on OEMs from regulations to improve CO2/fuel efficiency
6 Technology strategy
About 300 new BEVS models will be launched through to 2022E
Maximum purchase incentives for EVs (€)
Passenger car CO2 (g/km)
regulations
New battery vehicle models by car size, number (number)
36 23 230
68
103
17
19
917
(19.0%)
9,000
130
721
95
663
(8.2%)
588
3,000
6,750
~81
2,250
~59
381
293
219 180
6,000
156 137 101
4,500
58
54
102
125
12
523
2011
2012 2013 2014 2015 2016 2017 2018 2019 2020 2023 2030
BEV
PHEV
Pre-COVID-19 incentives (2019)
Increase due to COVID-19 economic
stimulus packages (2020)
2015A 2020A 2025E 2030E
A/B segment
C segment
D/E segment
Others
1. Figures may not sum, because of rounding
Source: Leading management consultancy firm, Statista, desktop research
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