Vehicle Electrification: Is the Path to Mass Market Open?

摘要

What has changed? 1. 2013 - Market success of Tesla Model S 2. 2015 - Incentive-driven ramping up of market in China 3. 2015 - VW (and others) diesel scandal 4. 2015/16 - Korean battery makers' price-quotation drop 2017 Global automakers make 'big' EV announcements 1. As the cost of ICE vehicles that meet future regulations increases, so does the competitiveness of electrified solutions. 1. Some companies believe that battery EVs can start being competitive around 2025 b. But those companies also assume batteries with much better performance and lower cost 2. What is the market potential versus vehicle range and cost?