Virtual Summit : EMOBILITY OUTLOOK 2014

Market Outlook of the Electric Vehicle Market and Charging Infrastructure

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Global Megatrends Affecting Mobility in the Future

Car Sharing/Car Pooling

Geo-Socialization And Social Media

New Micro Mobility Products

Integrated Mobility Solutions

E-Mobility

Connected and Wireless Planet

Sustainable Public Transportation and

BRT

High Speed Rail

Urbanization Smart and Sustainable Cities

New Business Models (Value for Many)

Power to the Middle Class and Gen Y

Photo Credits: Dreamstime and Commons Source: Frost & Sullivan analysis

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Global Uptake of Electrification in Passenger Vehicles Total Electrified Vehicles likely to reach 13.4M units by 2022. Full and mild hybrids expected to be standardized across models.

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

Thou

sand

s

Mild Hybrids Full Hybrids BEV eREV NEV/QC PHEV FCEV

Hybrid Vehicles Electric Vehicles Fuel Cell Vehicle

Note: Regions include North America, Europe, China , Japan, India, South Korea and Australia Source: Frost & Sullivan Analyis

FCEV (2%)

EV (50%)

HEV (48%) Hybrid Sales >1M

More clarity on propulsion adoption= mH

China New Energy Vehicle policy showing results

Shift from full hybrids to PHEVs in the West

Series production of FCEV Witness EVs growth

increase and HEV growth shrink

Electrified Vehicles Market: Sales Forecast Estimates for hybrid, electric and fuel cell vehicles (Global), 2012-2022

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The United States 50%

Europe 26%

China 5%

Australia 0%

Japan 17%

BEV 58%

eREV 14%

NEV 2%

PHEV 22%

Unclassified 4%

Total Electric Vehicle Market: Sales by Country, Global, 2013

Electric Vehicle Sales—2013 In 2013, EV sales increased by 58.6 per cent and about 190,000 units were sold globally - in comparison to 119,748 units sold in 2012.

Note: Figures are rounded. The base year is 2013. Source: Frost & Sullivan

97,936

6,889 14,204

7,665 1,728 453 1,071 8,272

820 1,840 1,422 3,800

31,180

9,532 278

Units

Country Note: Others include - other European countries

Total Electric Vehicle Market: Sales Breakdown by Region, Global, 2013

Total Electric Vehicle Market: Sales Breakdown by EV Type, Global, 2013

Note: November & December 2013 sales have been extrapolated

5

234

3,102

519

21,954

2,803

3,313

14,540

23,253

1,110

22,081

18,596

13,431

99

9,785

11,531

9,648

0 5000 10000 15000 20000 25000

FordG

eneralM

otorsM

itsubishiR

enaultN

issanTesla

Toyota

APACNorth AmericaEurope

Comparative Analysis of Top EV OEMs by Region & Type–2013 Renault Nissan and Toyota are the only vehicle manufacturers established as a Global EV player in 2013; PHEVs are expected got get hotter post 2014 with more launches

~1,986

~555

~4,559

~ 55,566

~21,399

~1,355

~25,899

~12,788

~ 6,855

~ 25,037

- 20,000 40,000 60,000

FordG

eneralM

otorsM

itsubishiR

enaultN

issanTesla

Toyota

PHEVeREVBEV

OEM Breakdown by Region, Global, 2013 OEM Breakdown by EV Type, Global, 2013

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Note: All figures are rounded. The base year is 2013. Source: Frost & Sullivan.

EV Outlook 2014—Sales Forecast by Region and Technology Battery Electric Vehicles are likely to take up about 60% of the total EV sales in 2014, But share of PHEVs is expected to grow by 2-3%.

Total Electric Vehicle Market: Unit Shipment Forecast by Region and Technology, Global, 2013 and 2014

76.0–80.0% 50.0–54.0%

64.0–68.0% 54.0–56.0% 90.0–92.0%

5.0–7.0%

20.0–22.0%

15–18.0%

44.0–46.0% 7.0–8.0%

12.0–15.0%

20.0–24.0%

18.0-20.0%

- 0.0

20.0

40.0

60.0

80.0

100.0

120.0

140.0

160.0

Europe North America China Japan Others

Units

(Tho

usan

ds)

BEV eREV PHEV NEV

Note: Graph in center represents data for 2014

Region

2.0–3.0%

0.5–1.0%

3.0-4.0%

4.0–5.0%

2014

~260-280,000

11.0–13.0%

58.0–62.0%

23.0–26.0%

2.0–4.0%

2013

~59.0%

~14.0%

~21.0%

~6.0%

~190,000

Expected Growth Rate: +40-44%

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Electric Vehicle Type Charging time level 1

Battery Capacity Level 1 Usage of level 2

Charging Usage of Mode DC Charging

Battery Electric Vehicles (BEV)

10-12 hours 20-25 kWh

Extended Range Electric Vehicles (EREV) 6-8 hours 10-16 kWh

High Performance Electric Vehicle (HPEV) >15 hours >30 kWh

Neighborhoods Electric Vehicles/ Quadra cycles (NEV/QC)

<3 hour ~5 kWh

Plug-in Hybrid Electric Vehicles (PHEV) <4 hours ~5-8 kWh

Source: Frost & Sullivan analysis

Electric Vehicle Charging in North America Approximately 50 per cent BEV users to use level 2 charging by 2017 due to less charging time

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The United States

Germany France

Japan

China

Italy

The United Kingdom

Spain

Australia

Sweden Portugal Norway Demark

The Netherlands

No. of charging stations: 24,000 Key participants: Coulomb, Ecotality, Aerovironment

No. of charging stations: 450 Key participants: Chargepoint, Better Place

No. of charging stations: 900 Key participants: Epyon, Alfen, ABB

No. of charging stations: 1,400 Key participants: Lyse, Ensto, ABB

No. of charging stations: 700 Key participant: MOBI.E

No. of charging stations: 600 Key participants: Elektromotive, Better Place

No. of charging stations: 800 Key participants: Park & Charge, DBT

No. of charging stations: 2,800 Key participants: SGCC, CSG, CNOOC

No. of charging stations: 2,300 Key participant: Chademo

No. of charging stations: 1,600 Key participants: Siemens, Park & Charge, Rittal

No. of charging stations: 2,000 Key participants: EDF, Park & Charge, Vinci Autoroutes

No. of charging stations: 3,100 Key participants: Podpoint, Elektromotive, Chargemaster

No. of charging stations: 1,500 Key participants: KEBA AG, Iberdrola, Gamesa

No. of charging stations: 1,100 Key participants: ENEL, Park & Charge

Global Electric Vehicle Public Charging Station Facts (2013) The United States leads the way with the highest number of public charging stations as a result of the instantaneous implementation of government projects.

Source: Frost & Sullivan

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Inductive Charging - Future Trends Infiniti EV is expected to be the first electric vehicle to be launched during 2015 with an built-in inductive charging technology.

Inductive Charging for Electric Vehicles: Future Market Trends, Global, 2010-2020

Source: Frost & Sullivan analysis.

Tech

nolo

gy A

dvan

cem

ent

2012 2014 2016 2018 2020

Test projects

• Demonstration projects for static charging

• Test tracks for dynamic charging

• OEMs such as Audi, BMW, Renault-Nissan may start adopting to the inductive charging as a built-in or optional feature

2010

• Establish Standards • Initial launch of EVs with inductive

charging as an option, Ex., Potentially Infiniti EV

• Inductive charging available as an option by default.

Second phase for dynamic charging

Initial launch of dynamic charging

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Transport electrification

Utilities

Telecom

Industrial Automation

Inductive Charging for Electric Vehicles: Market Trends, Global, 2012

Inductive Charging Market

Inductive Charging - Competitive Trends Market Participants from multiple industries such as telecom, industrial automation, utilities etc are transforming the industry by establishing their presence.

Qualcomm etc

Bombardier etc

SEW-Eurodrive, Vahle etc

EDF, Vattenfall, Endesa E.on etc

Source: Frost & Sullivan analysis.

Component manufacturers from

various verticals

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Martyn Briggs Programme Manager Automotive and Transportation

(0044) 2079157830 Martyn.briggs@frost.com

Anjan Hemanth Kumar Team Leader Automotive and Transportation

(0091) 80 6160 6666 Anjan.kumar@frost.com

Franck Leveque Programme Manager Automotive and Transportation

(0044) 2079157871 Franck.leveque@frost.com

Sarwant Singh Partner and Business Leader Automotive and Transportation Department

(0044) 2077303343 Sarwant.singh@frost.com

Contacts