The Coronavirus pandemic may have brought about a slowdown in expansion plans for electric vehicle (EV) battery manufacturers. But confidence in the long term outlook of EV batteries continues to be high..
The report takes a unique approach to assessing the central track of the industry’s technological roadmap – and then discusses the threats and challenges to that projection as a way of analyzing the risks and opportunities that will dominate the next decade.
48V systems can help OEMs deliver most of the reductions in CO2 emisisons required by regulations at a fraction of the cost of full electrification – a real benefit in a world of political uncertainty about the future of EV subsidies – and without having to tackle the barriers to adoption (such as range and cost) thrown up by more fully electric solutions.
The simultaneous emergence of four megatrends – electrification, automated driving, connectivity, and shared mobility are making it more difficult for manufacturers to forecast trends to guide them in investment and development.