xEV Key Devices & Components

Automakers, Car component manufacturers, etc.

To achieve full installations by 2030 and 2035, the development of electric traction motors and eAxles, which are the primary compnents for xEVs (i.e., HEVs. PHEVs, and BEVs), has been accelerated. The adoption of cutting-edge technologies such as the X-in-1 approach, 800 V high voltage, and SiC inverters is also attracting attention.

This report forecasts the global market size by both volume and value up to 2035, based on an analysis of the technological development of electric traction motors and eAxles, as well as interviews with major original equipment manufacturers (OEMs) and Tier 1 companies. While quantitatively evaluating the potential prevalence of each technology, Yano has focused on eAxles for BEVs to forecast the market size from the aspects of maximum output, power supply voltage, degree of integration (X-in-1), and SiC inverters.

I    Mobility Industry Environment

Common Items:
1) Market Environment
2) Automotive Policy
3) Market Forecast

1. Japan
2. Europe
3. The United States
4. China
5. India

II    Key Component Technology Trends in xEVs

Scope and Definition of This Survey

1. Redefining Thermal Management after Electrification
2. Electric Traction Motor
3. Traction Inverter
4. Battery Management System (BMS)
5. On-Board Charger (OBC)
6. DC-to-DC Converter

III    Technology Trends in Thermal Management Components

1. Electric Water Pump
2. Electric Compressor
3. Integrated Thermal Management System (ITMS)
4. Car Intelligence and Thermal Management

IV    OEM Electrification Technology Strategy

Common Items:
・Drive System
・Battery/Power System
・Thermal Management

1. Japanese Automakers
   1) Toyota
   2) Honda
   3) Nissan)
2. European Automakers
   1) Volkswagen
   2) Mercedes-Benz
   3) BMW)
3. Chinese Automakers
   1) BYD
   2) Nio
   3) Li Auto
   4) Leapmotor)
4. South Korean Automakers
   1) Hyundai/KIA)