The Rise of Chinese Automotive OEMs will Enhance the Electric Vehicle Industry s Competitive Intensity
This study provides an analysis of China’s electric vehicle (EV) industry, focusing on the passenger vehicle segment (comprising sedans, SUVs, and MPVs). It also examines the country's EV charging and battery-swapping infrastructure.
The growth of China's EV industry in recent years has been driven by an increase in domestic original equipment manufacturer (OEM) brands and the continuing enhancement and resultant consumer acceptance of EVs. However, the larger economic environment also has a significant impact on the industry. While government incentives and promotions have improved EV sales, the uncertain economy has affected the market.
The study examines the factors driving and restraining China’s EV industry and identifies the growth opportunities emerging from the changes in this space for market players and stakeholders to leverage. The base year is 2023, and the forecast period is from 2024 to 2030.
Table of Contents
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Industry
Ecosystem
- Scope of Analysis
- Segmentation
- Competitive Environment
- Key Competitors
Growth Generator
- Growth Metrics
- Growth Drivers
- Growth Restraints
- Forecast Considerations
- Unit Shipment Forecast
- Unit Shipment Forecast by Product
- Pricing Trends and Forecast Analysis
- Unit Shipment Share by OEMs
- Unit Shipment Share Analysis
BEV
- Growth Metrics
- Unit Shipment Forecast
- Forecast Analysis
PHEV
- Growth Metrics
- Unit Shipment Forecast
- Forecast Analysis
Outlook and Analysis by EV Type
- BEVs
- PHEVs
- Public EV Charging Points
- EV Battery Swap Stations
- Sedan
- SUV
- MPV
Outlook and Analysis by Passenger Vehicle OEM
- Key OEM Profile - BYD
- Key OEM Profile - GAC
- Key OEM Profile - NIO
- Key Highlights of China’s EV Industry
Growth Opportunity Universe
- Growth Opportunity 1: EV Industry Expansion in Second-tier and Lower-tier Cities
- Growth Opportunity 2: Integration of Intelligent and Connected Car Technologies
- Growth Opportunity 3: Market Disruption through Industry Convergence
Best Practices Recognition
Frost Radar
Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- Take the Next Step
List of Exhibits
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- BYD
- GAC
- NIO
