Polestar 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
✰ NIO
SONO
MOTORS
PENG
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
17
19
2020A
4
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)
■European Union
5 Regulatory restrictions
High pressure on OEMs from regulations to improve CO2/fuel efficiency
2025E
2030E
China
US
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
103
68
New battery vehicle models by car size, number (number)
36 23 230
917
(19.0%)
9,000
130
721
663
588
(8.2%)
3,000
6,750
95
~81
2,250
~59
381
293
219 180 156
6,000
137 101
4,500
58
2011
2012 2013 2014 2015 2016 2017 2018 2019 2020 2023 2030
BEV
PHEV
2015A
2020A 2025E 2030E
54
102
125
12
523
Pre-COVID-19 incentives (2019)
Increase due to COVID-19 economic
stimulus packages (2020)
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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