全球卡车研究报告2024：电池电动卡车正在崛起-2024-10-商用车.docxVIP

Battery-electrictrucks

ontherise

TruckStudy2024

September2024

Thededicationanddiversificationofbattery-electrictruckplatforms

willdeterminethenextphaseinroad-basedeMobilitytransformation

Executivesummary

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1

Regulatorydrivers

RegulatorydriversarepushingtowardsBattery-electrictrucks,whileOEMsofferagrowingrangeofBETproducts.Furthertruckelectrificationrequiresnewplatformsmeetingvaryingcustomerrequirementsandusecases.

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2

Facilitatedby

Facilitatedbyinnovationsinbatterysystem,cellchemistry,eDriveandHVarchitecturevarioususecasesareenabled.Truck-specificdevelopmentsforbatteryandeDrivewillbethedecisivedifferentiator.

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3

Higherinitialinvestment

Higherinitialinvestmentsremainachallenge–yetTCOclearlypushestowardselectrification.

BETefficiency,charginginfrastructureutilization,andtherightchoiceofcellchemistryaskeyTCOdrivers.

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4

By2030,

By2030,weexpectmorethan20%oftransportationtobebeelectrified.

Withmorethan1,700GWhin2040,truckbatteriesgaininimportance,withincreasingimportanceofLFP.

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5

The

Theimpactofelectrificationinlogisticsandtransportationrequiresnotonlysignificantinvestmentsinpublicandprivateinfrastructure,butalsoupdatedoperatingmodels.

6TomaketheBETtransitionasuccess,cross-industryeffortsarerequired–fromregulatory,viaautomotiveandenergytowardslogisticsfacilitatedbyfinancialservices.

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Battery-electrictrucksontheriseSeptember2024

Strategy