The electric vehicle market is changing the landscape of transportation, energy and other related industries. What does this mean for your business and where are the opportunities?
Part of the MaRS Market Insight Series - moderated by MaRS cleantech advisor Jon Dogterom
More, including session video: http://www.marsdd.com/events/details.html?uuid=df2648aa-c50c-4c4b-9a61-66101151c9bd
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Sarwant Singh on Electric Vehicles: Market Opportunities and New Business Models for Industry Stakeholders
1.
2. Electric Vehicles: Market Opportunities
and New Business Models for Industry
Stakeholders
Presentation to
20th Sept 2010
3. Agenda
360 Degree Vision of the Global Electric
New Personal Mobility Business Models
Electric Vehicles Market Overview, Technology
Vehicle Industry
Roadmap and Infrastructure Trends
Global EV Market Size and Forecasts – PVs, LCVs
and 2 Wheelers
Business Model Analysis of Key Industry
Stakeholders
Opportunities in Electric Vehicles Market, Q&A
2
4. Three Main Trends in Urbanization Will Impact Mobility
Development of Mega Cities, Mega Regions and Mega Corridors
MEGACITY MEGA REGIONS MEGA CORRIDORS
City With A Minimum Megacities combining Transport corridors
Population Of 10 with suburbs to form connecting two or more
Million mega regions. major cities or mega
(Population over 15 regions
EXAMPLE: Greater
Million)
London EXAMPLE: Hong Kong-
EXAMPLE: “Jo- Shenzhen-Guangzhou in
Toria” (Johanessburg/ China (Population 120
Pretoria and Gautang Million)
region)
Source: Frost & Sullivan
3
5. By 2020, We Will See Development of Mega City Corridors
and Networked, Integrated and Branded Cities
1950s Urbanisation 2020s : Branded Cities
Ring Road
Motorway, Living
Areas growing
outside the ring
road as seen in
London
Creation of the historic centre and districts
2000s Suburb-anisation
Source: Frost & Sullivan
Urban sprawl, first highways and ring road
•! Most offices moved to the first belt suburbs except non cost-sensitive activities: city
centres becoming shopping areas (small scale deliveries) for expensive goods and
2015s Network City living areas for “double income, no kids” households.
•! cars needed to go to the working areas/malls outside first and second belt.
•! Industry offices moved out to the first belt area as also medium income families
while manufacturing facilities and low-medium income families relocated in the
second and third belt areas with logistics centres created on 2nd belt periphery.
•! ‘Green wave’ families living outside cities in outer suburban area. Hypermarkets and
malls mostly created inside the third belt low cost area (large scales deliveries).
Third suburban area and cities along the highways
•! cars needed to go from outer suburban areas to join the inter-modal public
created, ring road overblown by the urban sprawl transport and working areas in third and second belt.
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6. New Mobility Business Model - Carsharing: Over 4.5 mn members expected in
US and Canada by 2016
453,700 10,194
12.2% 19.6%
2009
87.8% 80.4%
2016 Potential
More than $ 3.3 billion in revenues
More than 4.4 million members
More than 72,000 vehicles in carsharing
5
7. Case Study: Mu by Peugeot – Integrated Mobility On-demand Solutions
Under One Roof
Market for Carsharing: Mu by Peugeot – Overview and Business Model (Europe), 2009
Working Concept
Generate income
Travel from the stock of
Driving vehicles sitting at
Services Behaviour dealerships
and Rewards Create an account to use Pay subscription charges
this scheme to get charging units
by
Weekend
Peugeot Earn mobility (reward) Hire services or products
Services points that can be used for
Personal based on balance in
Transport select services charging units
Solutions
Decrease spending
Vehicle by using the same Brest
Accessories infrastructure and Current Points of Sale
Rennes
staff
Brest: 2
Nantes Paris
Service Hiring Nantes: 7
Lyon
Units Units Rennes: 4
!! Partnering with travel agencies, !! Micro-mobility solutions such Lyon: 4
driving schools amongst others. as bicycles and scooters. Paris: 5
!! Booking services on train, !! Rental cars and vans.
airplane travel and hotels. !! Vehicle accessories such as
!! Discounts, prizes and member roof-boxes, cycle racks and Expected to be expanded in key EU
advantages. child seats. cities in 2010-2011
Source: Frost & Sullivan
6
8. EV Market Breakdown By Region - CEVs to Account for 70% Share In Europe; NA
to Witness More PHEVs/eREVs with a 20% Share
EV Breakdown By Region – Sales Estimates (World), 2015
1.3 Million
1%
3%
1%
2% 2% 20%
1%
20%
Unit Shipments
19% 10%
8% 14%
7,260
66%
15% 8%
23% 70%
2%
54% 3% 63%
2%
18%
10%
6% 66%
25% 68%
2009 2015
Note: All figures are rounded; the base year is 2009 Source: Frost & Sullivan
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9. Over 47 OEMs are Expected to Compete in the Global EV Market With
Over 75 models by 2015
Battery Recycling and Second Life Market: EV Sales Breakdown by Vehicle Segments (APAC, Western Europe and North America),
2015
Market Size in Major Regions
1.16 Mn
(APAC, Western Europe and North America)
Total Number of EV OEMS 47
Total Number of EV Models ~79
Note: All figures are rounded; the base year is
2009. Source: Frost & Sullivan
(93%) (7%)
TRADITIONAL OEMS – (Sales Unit) NON – TRADITIONAL – (Sales Unit)
5,000 6,858
230,701 17,380
115,121 20,875
iMEV BMW Mini Nissan Leaf GM Volt Toyota IQ
THINK City ZENN Pininfarina Blue Heuiiez WILL
688,255 75,810
Subaru - R1e/G4e VW UP Volvo C30 Tata Indica Smart
ZAP BYD F6DM CODA OPTIMAL ENERGY
Note: All figures are rounded; the base year is 2009
Source: Frost & Sullivan
CEV eREV PHEV NEV/QC HPEV Unclassified
M5B6-18 8
10. Chinese OEMs to launch 35 EV Models in Next 3 to 5 Years
Electric Vehicle Market: Actual and Expected Electric Vehicle Models (China), 2009-2015
2009 2010 2011 2012
A00 13
Beni EV QQ3 EV M1 EV i-car M1e Yueyue EV 320EV F0 EV Mpe A00 EV Oula EK-1 EK-2
Chana Chery Chery Dongfeng FAW JAC Lifan BYD FAW SAIC Great Wall Geely Geely
A0 2
Yuexiang EV Zhonghua EV
Chana Brilliance
A 7
F3DM 620EV Haima EV Zhixiang plug-in 550 plug-in Saibao EV Heyue plug-in
BYD Lifan FAW Chana SAIC Hafei JAC
B 2
F6DM BE 701
BYD BAW
MPV 3
E6 premacy EV Shuaike EV
BYD FAW Dongfeng
SUV 5
Odin EV Ruiqi EV 2008 EV Midi EV Tiggo EV
Dongfeng Dongfeng Zhongtai BAW Chery
1 10 9 12 Sum
Source : Frost & Sullivan
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11. Electric 2 Wheelers – eBicycle, eScooter and eMotor Bike Market
Worth Over 25M Units Worldwide
•! Over 20 million electric 2 wheelers sold globally in 2008
•! Modest growth expected globally with 22 million sales forecast by 2010
Regenerative braking
Motor driven by torque functionality in high end
sensor on pedal models
Vectrix Electric Scooter
Sanyo Enacle XM 3000 Electric Moped
Hub motor driven
purely by throttle
Lead Acid / NiMH Battery
•! Regenerative Braking* •! 60 Volt lead acid battery •! 125 Volt NiMH battery
•! Range – 35 km / 50 km* •! Charging time – 7 hours •! Charging time – 2 hours
•! Max speed – 70 kph •! Acceleration (0 – 80 kph) – 6.8s
•! Range – 80 km •! Max speed – 100 kph
•! Range – 110 km @ 40 kph
10
12. Electric Vehicle Industry EcoSystem Provides Opportunity to Enter
New Fields
Utilities Integrators OEMs
(e.g. Better Place)
Charging
System/Battery
Station Government
Manufacturers
Manufacturers
11
13. Example of Products/Services Portfolio That Can be Offered by an
Integrator in the E-Mobility Market
Telematics &
Charging
Batteries E-Mobility Vehicles Electricity other value added
Stations
Services
services
•! Manufacturing & •! Battery Leasing •! Energy •! Subscription •! Data Aggregator
Sales Model Subscription based Energy ( working with other
Packages service Scheme partners)
•! Installation & •! Refurbishing
Maintenance •! Extended E-
•! Battery
mobility solution
Possible Revenue
•! Recycling •! Load Management management
•! Charge Payment e.g. vehicle sharing
services
Program /
Subscription based •! Battery 2nd life
Streams
services •! investment in •! Advanced booking
•! Offering After-
renewable energy of charging stations
•! Battery Sales services –
•! Revenues from such as wind farms
Swapping and gain carbon
value added
services credits
•! V2V and V2G
•! Extend to other •! Market green Communication
E-mobility solutions such as •! Premium revenues
•! Premium revenues
solutions Solar panels to E- via Peak Power Vs
via Renewable Mobility client base
Off Peak Charging •! Added value
Energy Vs Non
Renewable Energy service (POIs,
•! Premium revenues Diagnostics, etc)
•! Premium revenues •! Battery via Renewable
Integration •! Recycling and
via Peak Power Vs Energy Vs Non
Refurbishing
Off Peak Charging Renewable Energy
•! Level 1 Vs Level 2
Vs Level 3 Charging
Source: Frost & Sullivan
12
14. Utilities Business Model – Revenue Generating Opportunities Are Mainly Outside
Selling Energy
Source Of Revenue Generation Calculated over 5 years
(based on certain assumptions)
1. Revenues from Selling Electricity
!300Mn - !400Mn
2. Revenues from selling Charging Stations !500Mn - !700Mn
3. Revenues from Installation & Maintenance of Charging Stations
!300Mn - !500Mn
4. Revenues from Other Sources (Solar panels and other retailing, Advertising,
Load Balancing, Garage Referrals, Data Downloads etc) ! 450Mn - ! 650Mn
TOTAL: !1.5 bn - !2 bn
Capital Investment Includes:
(1st yr) !New Energy Capacity
Command and control centre
!48Mn - !50Mn
!Network Recurring Cost
!Charging Station Purchase Cost
Fixed & Operating Cost !Installation and Maintenance cost
!640Mn - !650Mn
!Logistics, Admin, Selling, general , rental, Marketing
and Labour Cost
13
15. Automotive Apps: From Car Sharing to Diagnostics to EV’s, Apps for
Cars are becoming a Value Added Development
News – Remote Integrated 3D
Car Sharing
Online radio Vehicle Horn/ Telematics – Navigation
Vehicle EV Billing
news, RSS Light Flash – eCall/bCall/ with Video
Access
feeds reader Security App, Tolling Support
Multimodal
Social Diagnostics –
Transport – Remote Car Interior Pre- Real time
Networking – TPMS,
apps for real Starter/ Condition Traffic
e.g. Twitter, service/oil
time bus/ Security App Information
Facebook, notifications,
transit
Vehicle
Car/Van IP TV – live tv
Access – Real Time Charging
Pooling – car using Dynamic POI
converting Video Traffic Station
and van internet, Finder
phone in to Feeds Locator
pooling apps, eg. .SPB TV,
smart key
Car Sharing –
Internet State of
Choosing, Emergency
Radio Vehicle Charge Turn by Turn
Reservation Assistance –
e.g. Pandora, Locator Monitoring Navigation
and locating App
RadioTime App
cars,
Vehicle Access/ Electric
Mobility Entertainment Telematics Navigation
Security Vehicles
14
16. On Board Computers for Electric Vehicles – Developments like Nissan Leaf IT
System, Better Place Autos Highlight the Importance V2G and V2I
Communication
Better Place AutoOS This backend server also
interfaces with utilities to
manage grid impact and
This brain is the
also informs the user
onboard computing
about the best time for
platform
recharge
example
An integrated IT
support system
The electric car has constantly
an intelligent brain collects data
This brain is wirelessly
connected to an IT Server from various
electric car users
example
Intuitive and sophisticated
software scan various
vehicle parameters and
ensure optimum vehicle
performance
A back-end service center provides
information to users and also analyzes
Nissan Leaf IT System driving patterns among others
15
17. Short List of New and Evolving Technologies (in-side Vehicle)
Power Interiors &
Power Train Systems Chassis Acoustics Others
Engine P-Electronics Steering Cockpit E-Systems
Electric Motors – Stepped DC/DC, Battery SOC,
PMM/ Induction/ DC/AC Active Front Temperature eHVAC Systems
SR/ In-wheel, Converters, Steering Indicator (Electric
Hub Motors Inverters Compressors)
Charging
Steer By Wire Systems
E-Engine Advanced BMS Indicator- Electric Water
Locators Pump
16-32-bit Braking Motor Vehicle
Range Extender
Gearbox "-controllers, Speed, Distance
IGBTs, MOSFETs Calculator Module
Integrated HBS+EVP
transmission Integrated
with differential Charging unit/
equipment NVH Battery Modules
Brake by Wire/
In-wheel motors EMB
Harness High Frequency Telematics
w/o transmission Isolators
Others
12V/ 300-440V LED Lighting
Sound
Batteries Generators
Electric Axle and
Lithium Ion + E-AWD Cooling systems
CAN/TT-CAN/
Lead Acid for SLI Flex Ray
(Optional) Legend:
Electric Corner
Module Emerging (new) Evolving
Technologies Technologies
16
18. Examples of Electrical Products Worth Considering
MSD Plug
Assembly MSD Base Assembly
Travel Cord Set
(CCID)
Bulk head Battery Disconnect Units
Charge Station Receptacle
Other Products
POWER CHARGING SYSTEMS POWER DISTRIBUTION
ELECTRONICS • Wall-Mount Cord Set • Manual Disconnect
• H.V. Battery • On-Board Chargers • Connection Systems
Specialist Plug and Inlets
Monitoring System • Off-Board Chargers • Battery Disconnect unit
• Traction Inverter`
Source: Pictures Lear
17
19. Contacts
Sarwant Singh
Practice Director
Automotive & Transportation
P : +44 207 915 7843
Email : sarwant.singh@frost.com
M35F-18 18