Electric Vehicles
Insights
Volkswagen’s US$5 Billion Bet on Rivian Is a Sign of Things to Come in Automotive
Insight | 3Q 2024 | IN-7434
The EU’s Lenient Tariffs on Chinese EVs: Good for Europe’s EV Transition, Decent for BYD, Bad for European OEMs
Insight | 2Q 2024 | IN-7406
Addressing EV Charging Pain Points with Artificial Intelligence
Insight | 2Q 2024 | IN-7368
Connected Vehicle Developments Heat up in the Southeast Asian Region: What Opportunities Lie ahead for CSPs?
Insight | 2Q 2024 | IN-7358
Biden’s Tariffs Will Keep Chinese EVs out of the United States, and Mexico Will Not Serve as a Backdoor
Insight | 2Q 2024 | IN-7318
Latest Research
Market Data | 3Q 2024 | MD-EV-103
Market Data | 3Q 2024 | MD-EVB-23
Market Data | 3Q 2024 | MD-EVCI-24
Market Data | 3Q 2024 | MD-EVEC-23
Presentation | 3Q 2024 | PT-2789
Electric Vehicles Coverage Areas
The Electric Vehicle Research Service explores the convergence of key enabling technologies that will drive adoption of Electric Vehicle (EV) powertrains at scale, ranging from novel materials and battery chemistries to battery management systems, connected services and digital twins.
With deadlines looming around the world to ban new sales of Internal Combustion Engine (ICE) vehicles, the automotive industry must rapidly address a number of remaining challenges, including scaling production, bringing down costs, reducing exposure to scarce materials, optimizing battery lifecycles, increasing charging convenience, and managing the introduction of a significant new load to the grid. The Electric Vehicle Research Service examines how new materials, chemistries, semiconductors, connected services, and software platforms will enable the vision of zero-emission mobility within the next 15 to 20 years.
While meeting these challenges within a tight deadline, the automotive industry must also address the broader implications of the loss of the ICE, which has historically served as both a high barrier to entry and a key brand differentiator. Therefore, market incumbents must brace themselves for competition from a number of EV-focused newcomers, as well as finding new means to define and differentiate their own brand in a post-ICE world. The Electric Vehicle Research Service tracks the emerging supply chain dynamics that are being driven by EV adoption, including vertical integration, Original Equipment Manufacturer (OEM) attitudes to ownership versus partnerships, and the role of Tier One suppliers.
- ■ Lithium Metal Battery Chemistries and Novel Alternatives
- ■ Silicon Anode
- ■ Battery Management Systems
- ■ Removing Rare Earth Metals and Scarce Materials
- ■ Scaling EV Battery Production and Cost Reduction
- ■ EV Propulsion
- ■ Smart Charging, Vehicle-to-Grid (V2G), and Bi-Directional Energy Flow
- ■ PEV versus Hydrogen Fuel Cell (HFC)-EV in Commercial Vehicles
- ■ Electrified Micromobility
- ■ Battery Lifecycle Management and Safety
- ■ Wireless Charging
- ■ Buffer Battery Charging and Microgrids
- ■ EV Supply Chain Consolidation
- ■ Battery Swapping
Companies Covered
Analyst Support
Dominique Bonte
Vice President
Stuart Carlaw
Chief Research Officer
Matthias Foo
Senior Analyst
James Hodgson
Research Director
Dylan Khoo
Industry Analyst
Michael Larner
Distinguished Analyst
Adhish Luitel
Principal Analyst
Ryan Martin
Senior Research Director
Alex McQueen
Research Analyst
Ryan Wiggin
Senior Analyst
Dominique Bonte
Vice President
Stuart Carlaw
Chief Research Officer
Matthias Foo
Senior Analyst
James Hodgson
Research Director
Dylan Khoo
Industry Analyst
Michael Larner
Distinguished Analyst
Adhish Luitel
Principal Analyst
Ryan Martin
Senior Research Director
Alex McQueen
Research Analyst
Ryan Wiggin
Senior Analyst
Deliverables
DATA
Market Data spreadsheets are composed of deep data, market share analysis, and highly segmented, service-specific forecasts to provide detailed insight where opportunities lie.
REPORTS
Our qualitative reports present in-depth analysis on key market trends, technologies, applications, and emerging companies. Reports are in PDF or PowerPoint format.
INSIGHTS
ABI Insights offer expert perspective on recent news events, including M&As, proposed and recently enacted regulations, product launches, and market updates.
Reports & Data
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Electric Vehicle Charging Infrastructure Market Data Overview: 3Q 2024
Presentation | 3Q 2024 | PT-2790
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Electric Vehicle OEMs
Competitive Ranking | 3Q 2024 | CA-1412
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Industrial Lift Truck Market: Key Trends and Expanding Automation
Report | 2Q 2024 | AN-5555
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Securing the EV Supply Chain: Battery Recycling and Circularity Regulation in the EU
Report | 2Q 2024 | AN-5804
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The EV Market Slowdown
Report | 2Q 2024 | AN-6131
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Key Takeaways From NVIDIA GTC 2024
Whitepaper | 1Q 2024 | WP-200
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Securing the EV Supply Chain: Battery Recycling in the United States
Report | 1Q 2024 | AN-5803
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Key Takeaways From CES 2024
Whitepaper | 1Q 2024 | WP-1037
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82 Technology Trends That Will—And Will Not—Shape 2024
Whitepaper | 1Q 2024 | WP-1035
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55 Technology Leaders To Watch In 2024
Whitepaper | 4Q 2023 | WP-1034
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Accelerating EV Charging Rates
Report | 4Q 2023 | AN-5810
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Electric Vehicle Charging Infrastructure
Market Data | 4Q 2023 | MD-EVCI-23
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The Sustainable Future is Here. Are You Ready?
Whitepaper | 4Q 2023 | WP-1026
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Electric Vehicles
Market Data | 3Q 2023 | MD-EV-102
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Next-Generation Electric Vehicle Batteries
Report | 3Q 2023 | AN-5808
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Chinese Electric Vehicle OEMs
Report | 3Q 2023 | AN-5809
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Battery Management Systems for Electric Vehicles
Report | 2Q 2023 | AN-5807
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Electric Vehicles
Market Data | 1Q 2023 | MD-EV-101
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37 Technology Stats You Need to Know for 2023
Whitepaper | 1Q 2023 | WP-1013
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Electric Vehicle Smart Charging Platforms
Report | 4Q 2022 | AN-5545
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Bringing Electric Vehicles into the Mainstream
Report | 1Q 2022 | AN-5480
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Connected Services for Electric Vehicles
Presentation | 2Q 2020 | PT-2331
Insights
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North American OEMs Launch Their Own Charging Network to Fight Against a Tesla Monopoly
Insight | 2Q 2024 | IN-7297
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Modern Wheels Coupled with Outdated Infrastructure: EVs Facing Increasing Cybersecurity Vulnerabilities
Insight | 1Q 2024 | IN-7259
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VinFast Makes Headlines at CES 2024, but Supplier Beware
Insight | 1Q 2024 | IN-7228
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CES 2024: Key Highlights from A Supply Chain Lens
Insight | 1Q 2024 | IN-7224
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BYD Overtakes Tesla, Presenting a Growing Threat to Legacy OEMs
Insight | 1Q 2024 | IN-7218
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The EV Market in Indonesia: A Push to Become a Leading Manufacturing Base in the Southeast Asian Region
Insight | 1Q 2024 | IN-7188
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Stellantis Follows Volkswagen by Buying a Stake in a Chinese OEM, but Not for the Same Reasons
Insight | 4Q 2023 | IN-7165
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Tesla Revamps the Model 3, Staying Ahead of the Competition in the West but Fighting for Market Share in China
Insight | 4Q 2023 | IN-7090
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CCS Is Dead in North America as Tesla’s NACS Plug Takes Over
Insight | 3Q 2023 | IN-7005
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Dassault Systèmes’ 2023 Analyst Days: The Strategy Is to Focus on Experiences, Outcomes, and Health
Insight | 2Q 2023 | IN-6976
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JLR Partners with Elektrobit to Enable Cutting-Edge In-Car Digital Experiences in Its Next-Generation Vehicles
Insight | 2Q 2023 | IN-6955
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NIO Takes On Tesla and Aims to Disrupt the Global Fast Charging Market with Its Latest Battery Swap Technology
Insight | 2Q 2023 | IN-6908
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The European Union Will Ban All Polluting Cars from 2035. Who’s Ready for It?
Insight | 1Q 2023 | IN-6868
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Supply Chain Challenges to Curtail Electric Vehicle Production over the Next Decade
Insight | 3Q 2022 | IN-6625
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Why are Electric Vehicles at the Forefront of Vehicle Tech?
Insight | 2Q 2022 | IN-6570
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Identifying and Addressing the Challenges to Mainstream Electric Vehicles
Insight | 1Q 2022 | IN-6399
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How Electric Vehicle Charging Systems are Accelerating the Clean Energy Revolution
Insight | 1Q 2021 | IN-6034
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What Does the Slowdown in the EV Transition Mean for the Software-Defined Vehicle?
Insight | 3Q 2024 | IN-7512
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EVs Gain Momentum in Southeast Asia: Are They as Green as They Seem?
Insight | 3Q 2024 | IN-7502
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BMW’s Fuel Cell Plans Are Doomed to Fail
Insight | 3Q 2024 | IN-7526
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Northvolt’s Struggles Are a Lesson for European Battery Projects: Scaling up Is the Top Priority
Insight | 4Q 2024 | IN-7568