the pev market: trends, challenges & opportunities

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The PEV market: trends, challenges & opportunities Plug-in Hybrid & Electric Vehicle Research Center: phev.ucdavis.edu www.WorldEVCities.org. Generation 0 Vehicles. HEV market developed in 3 phases:. Japan: 3 rd generation HEV sales reached 19% in 2012, - PowerPoint PPT Presentation

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Page 1: The PEV market:  trends, challenges & opportunities

Generation 0 Vehicles.

Generation 0 Vehicles.

Page 2: The PEV market:  trends, challenges & opportunities

Generatio

n 3 HEVs

2014

Early core market:6-15% of market

Generation 2 HEVs

2010

Fast followers: 3-5% of market Fast followers: 3-5% of market

Generation 1 HEVs

1996 (Japan) 2004Early market:1-2%

HEV market developed in 3 phases:

Japan: 3rd generation HEV sales reached 19% in 2012,

Prius is best selling vehicle 4 years in row

California: 3rd generation HEV sales reached 7-8% 2012, Prius best selling vehicle in CA in 2012 (60,000)

USA: 3rd generation HEV sales 3-4%,2012 = 434,645

2

Page 3: The PEV market:  trends, challenges & opportunities

USA: How are we doing so far with PEVs?

)US HEVs

(2 yrs from launch

US HEVs (2 yrs from

launch

Page 4: The PEV market:  trends, challenges & opportunities

4

USA sales 1st gen PHEVs: 9 quarters 2011-13

Page 5: The PEV market:  trends, challenges & opportunities

5

USA sales 1st gen BEVs; 9 quarters 2011-13

Page 6: The PEV market:  trends, challenges & opportunities

6

PEV market: glass half empty or half full?

• Stated annual USA PEV sales goals of car makers– Volt goals 45,000 - actual 2012 sales 23,500– Leaf goals 20,000 - actual 2012 sales 9,819

• Climate & energy independence goals – California - 1.5 million ZEVs by 2025 (5% of CA fleet) – USA: Obama - 1 million PEVs by 2015 (.3 % of USA

fleet)– Germany, France – 1 million EVs by 2020

Page 7: The PEV market:  trends, challenges & opportunities

7

Size of potential PEV market in California • 1991-95, 4 year, 4 step UCD study:

– A detailed project based on values, resources, vehicle purchase habits & travel needs of 600 CA households

– Main assumptions:• Hybrid household hypothesis: 2 vehicles: 1 BEV & 1• 80-120 miles of BEV range, PHEV 20 & 40• PEVs in midsize to compact sedans, priced close to ICE, • Competition from gasoline, CNG, diesel • no FCVs, no HEVs• Gasoline was $1.50, middle of SUV market growth

• BEVs: 15% of California annual sales• PHEVs: not as well understood, potentially larger

depending on prices…• CNGs: less than 5%

Page 8: The PEV market:  trends, challenges & opportunities

Wuppertal

Household Resources: A Small Percentage of Californians are Responsible for Most New Car

Purchases

8

(about 33% of the new vehicles sold.)

(In the last five years)

(about 67% of the new vehicles sold.)

Based on the CA sample of the NHTS 2009

Page 9: The PEV market:  trends, challenges & opportunities

Regulation: California Air Resources Board ZEV Program

Other states “adopting” CA rules: Oregon, Washington, Delaware, Maryland, Massachusetts, New Jersey, New York, Connecticut, Maine, New Hampshire, Rhode Island

9

Governor’s Executive Order 2013

Page 10: The PEV market:  trends, challenges & opportunities

Current PEV price comparison

Vehicle Model MSRP

Purchase Price after Federal Tax

CreditLease Price per

Month

Chevrolet Volt $39,145 + $31,645 $299/mo

Nissan Leaf $28,800 - 34,800 $21,300 $200/mo

Prius PHEV $32,800 - 39,500 $30,300 $269 - $459

HEV Prius $24,000 $24,000  

Toyota RAV4 EV $49,800 $42,300  

Tesla Model S $67,000 $59,500 $500-600/mo

Page 11: The PEV market:  trends, challenges & opportunities

22/04/23

11

PEV Incentives

USA California

Tax credits $400 per kWh / 200,000 per manufacturer$2500 for Toyota Prius$7500 for Leaf$7500 for Volt

$2500 rebate

Registration NA

Roads HOV lanes

Electricity Time of Use and free electricity at many public & workplace chargers

Page 12: The PEV market:  trends, challenges & opportunities

12

Market trends in California for PEVs• USA:

– 250 million LDV vehicles– About 15 million vehicles sold per year

• California: – 23 million light duty vehicles total,– About 1.5 million vehicles sold per year (10% of

USA)• California PEV trends:

– More than 25,000 PEVs bought since 2010

– 45% of PEVs are BEVs vs. 34% in the US market. – PEV Sales last quarter of 2012:

• 2.5% of cars (1 in 40) (not including 138,000 trucks) 6,000 out of 232,512 cars sold in California

Page 13: The PEV market:  trends, challenges & opportunities

Wuppertal

Social context: PEVs sales in California are mostly in coastal communities 2010-2012

13

Regionalization of salesCalifornia coastal cities, Portland, Seattle, Washington, California Incentives: $2500 for ZEV & Advanced Technology (Volt), Allowed to drive in high occupant vehicle lanes (HOV)

Page 14: The PEV market:  trends, challenges & opportunities

Wuppertal

BEVs are in the core areas & PHEVs are in the suburbs (so far)

BEV to PHEV ratio

14

Page 15: The PEV market:  trends, challenges & opportunities

2007 UCD survey: 53% of US new car buyers have a 110 plug within 25 ft. of where they park at night

Data from Axsen and Kurani, 2008

15

Page 16: The PEV market:  trends, challenges & opportunities

16

Those with detached houses & garages were more likely to have home recharge potential

Data from Axsen and Kurani, 2008

Page 17: The PEV market:  trends, challenges & opportunities

17

California PEV Household Characteristics 2012

• 95% of the vehicles are owned by private individuals, 4% by businesses & 1% by government & NGOs

• 83% have yearly income higher than $100K – 46% incomes is higher than $150K – 16% decline to state.• 96% live in single family dwelling• 96% own their house– 1% rent in San Diego study– 5% rent in other areas • 42% have solar panels– 18% consider installation– 40% have no plan to install • Mostly men, middle age, but shifting

Page 18: The PEV market:  trends, challenges & opportunities

18

Household Fleet Changes With the New BEV

Page 19: The PEV market:  trends, challenges & opportunities

Wuppertal

Understanding the Additional Vehicles

19

Page 20: The PEV market:  trends, challenges & opportunities

Hybrids May Serve as a Gateway to Plug-ins but they are not replaced by the Leaf

Page 21: The PEV market:  trends, challenges & opportunities

Wuppertal

Sales are often clustered, with surprising density in some neighborhoods

21

Page 22: The PEV market:  trends, challenges & opportunities

22

Page 23: The PEV market:  trends, challenges & opportunities

BMW chose us to work with them on their MINI-E experiment in 2009-10, so we got to do some BEV

anthropology

• 1-year lease at $850/mo. + tax

• In-home charging stations (no public charging)

• Out of 550 MINI Es worldwide, 450 in US

PHEV center surveyed over 150 MINI E drivers & interviewed 39 households during the year

Page 24: The PEV market:  trends, challenges & opportunities

MINI E owners learn a lot about electricity, more than they knew about gasoline

• How far can I drive on a kWh?• Understanding of costs, efficiency• Regenerative braking new• Driving style and feeling for energy use

24

Page 25: The PEV market:  trends, challenges & opportunities

Most liked the MINI E & while it was impractical for some trips, drivers engaged in

developing their own EV Territory

• EV driving zone• Quiet driving

experience• Charging locations• BEV community• Geography of BEVs

(distances, uphills, downhills, routes)

• Technology for this zone (GIS systems) 25

Page 26: The PEV market:  trends, challenges & opportunities

MINI E drivers were most enthusiastic about the intersection of clean & fun

• Strong value intersection for buyers

• MINI E was quiet, smooth, easy to drive, fast

• Electric vehicle has special place in public values

26

Page 27: The PEV market:  trends, challenges & opportunities

New vehicle introduction takes time…

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Page 28: The PEV market:  trends, challenges & opportunities

Generation 1 PEVs Generation 2 PEVs Generatio

n 3 PEVs

2010 202220182014

1-2% of market Fast followers: 3-5% of market Fast followers: 3-5% of market

Early core market:6-15% of market

PEVs (BEVs & PHEVs) market development

1st generation PEVs: partial conversions, loss leaders, ¼ scale production (less than 100,000 annual)

1st buyers (pioneers): High income, future focus, educated, willing to take risks.

Very regionalized: coastal Calif, Japan, Oslo, Portland Oregon: tech industries, regulations, high incentives

Charging system: home based, minimal public charging in non-optimal locations,

28

Page 29: The PEV market:  trends, challenges & opportunities

Generation 1 PEVs

Generation 2 PEVs Generatio

n 3 PEVs

2010 202220182014Early buyers 1-2%

3-5% of market 3-5% of market Early core market:6-15% of market

2nd generation PEVs market development

Generation 2 PEVs: purchases simplified, mass production, improved performance, dedicated platforms,

Fast followers: high income, still “future” focused, tech followers but social leaders in networks of first buyers

Market: intensifies in same regions

Charging system: simpler & optimized

29

Page 30: The PEV market:  trends, challenges & opportunities

Designing an optimal charger network

30

Page 31: The PEV market:  trends, challenges & opportunities

Charging surveys: What constraints do they face and what do they want?

Charging models: What do we think they want & need?(Home, workplace, public, DC fast network design tools)

Data acquisition: What, where & when do they charge?(need to monitor charge use- disaggregated through vehicle systems)

(also issues of etiquette, social practice)

Drs. Michael Nicholas, Gil TalJustin Woodjack 31

Charge network design & rollout? Location, type, density, redundancy

Page 32: The PEV market:  trends, challenges & opportunities

Wuppertal

Point of Diminishing Returns Reached at 200 DC Fast Charge Locations

-model created with 1 day record for 30,000 California drivers

Page 33: The PEV market:  trends, challenges & opportunities

Survey Results (What do people want?)More than 1000 Leaf household responses

• Charging is needed (regional systems)– 80% of drivers went to “1 bar” 8%– 40% of drivers exceeded “home-based” range– 7% would need charging to return from work

• Charging is used– 30% charge out of home regularly– Level 1 is used more than level 2 at work (53%)– Level 2 is used more than level 1 elsewhere (78%)

• Charging is wanted– 65% of Leaf owners suggested charger locations,

mostly DC QC– Median distance home-QC was 44 miles (71 km)

Page 34: The PEV market:  trends, challenges & opportunities

Wuppertal

Survey: Where do People Want Chargers?

34

Page 35: The PEV market:  trends, challenges & opportunities

Charger Choices in San Diego

Page 36: The PEV market:  trends, challenges & opportunities

Charger Choices in San Diego

Page 37: The PEV market:  trends, challenges & opportunities

Charger Choices in San Diego

Page 38: The PEV market:  trends, challenges & opportunities

Charger Choices in San Diego

Page 39: The PEV market:  trends, challenges & opportunities

Charger Choices in San Diego

Page 40: The PEV market:  trends, challenges & opportunities

Given Only 5 Choices, Priority is Home Area

Page 41: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

Page 42: The PEV market:  trends, challenges & opportunities

Wuppertal

What Return do we Get for Infrastructure Investment? (VMT/GHG)

Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

4.8%0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Work 1.2kW (L1)

4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 43: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

4.8%1.5%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Work 3.3kW (L2)

Work 1.2kW (L1)

4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 44: The PEV market:  trends, challenges & opportunities

Wuppertal

What Return do we Get for Infrastructure Investment? (VMT/GHG)

Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

• L1 Work Charging is sufficient for ~5%

• L2 Work Charging is needed for ~2% 4.8%

1.5%0.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)4.8%

1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 45: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

• L1 Work Charging is sufficient for ~5%

• L2 Work Charging is needed for ~2% 4.8%

1.5%0.7%

4.2%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 46: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

• L1 Work Charging is sufficient for ~5%

• L2 Work Charging is needed for ~2% 4.8%

1.5%0.7%

4.2%

5.9%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 47: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh. = 59%– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

• L1 Work Charging is sufficient for ~5%

• L2 Work Charging is needed for ~2%

• QC accommodates up to 10% additional

4.8%1.5%0.7%

4.2%

5.9%

5.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)

Page 48: The PEV market:  trends, challenges & opportunities

What Return do we Get for Infrastructure Investment? (VMT/GHG)

• Home Charging VMT– 60 Mile Veh.= 59%

– 80 Mile Veh. = 71%– 100 Mile Veh. = 79%

• L1 Work Charging is sufficient for ~5%

• L2 Work Charging is needed for ~2%

• QC accommodates up to an additional 10% EV miles

4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)4.8%1.5%0.7%

4.2%

5.9%

5.7%

3.7%

2.7%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Perc

ent o

f Tot

al V

MT

% of Statewide VMT Enabled by Ch. Type80 Mile Range Vehicle, 200 QC

Unserved

3 or More Fast Charge Events2 Fast Charge Events

1 Fast Charge Event

Public 6.6kW (L2)

Work 6.6kW (L2)

Work 3.3kW (L2)

Work 1.2kW (L1)