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The Impact of Electric Vehicle Slowdown on the Automotive Industry, Global, 2025

Publisher Frost & Sullivan
Published Oct 07, 2025
SKU # MC20468966

Description

This study presents a comprehensive overview of the global battery electric vehicle (BEV) market slowdown, with a particular emphasis on developments between 2020 and 2024. It thoroughly examines the deceleration in BEV sales growth, highlighting the growing disparity between production volumes and actual vehicle deliveries.

The report contrasts automaker performance during the early high-growth phase from 2020 to 2022 with the subsequent stagnation observed between 2022 and 2024, offering insights into how the market momentum shifted. Additionally, it examines the cancellation and suspension of several high-profile battery production projects, underscoring the weakening investment sentiment.

The analysis covers regional BEV market trends across key markets, including Europe, North America, and China, while exploring the broader implications of postponed product launches, revisions to zero-emission vehicle (ZEV) mandates, and regulatory uncertainties. Through detailed case studies of automakers, the report identifies strategic reversals, paused expansion plans, and revised roadmaps aimed at mitigating market risks.

Finally, the study outlines emerging recovery signals and concludes with a forward-looking strategic interpretation of shifting industry dynamics, leveraging Porter’s Five Forces framework for a structured outlook.

Table of Contents

Research Scope
Scope of Analysis
Vehicle Segmentation
Strategic Imperatives
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Electric Vehicle Industry
Ecosystem
Key Competitors
Growth Generator
Impact Drivers
Impact Restraints
Key Takeaways
Global Trends in BEV Sales, Production, and Product Launches
Global BEV Market Growth
Global EV Production vs Sales Growth Comparison
Top 10 OEM Performance, 2022–2024
Legacy OEM Model Launches and Country Penetration
Battery Manufacturing Announcements Vs Current Status
EV Market Performance: Europe
EV Momentum Overview
Timeline of EV Subsidy Reductions
Changes in ZEV Mandates
Delays in Product Launches
Key Takeaways
EV Market Performance: North America
EV Momentum Overview
Timeline of EV Subsidy Reductions
Changes in ZEV Mandates
Delays in Product Launches
Key Takeaways
EV Market Performance: China
EV Momentum Overview
Top 10 BEV Automaker Performance, 2022–2024
Withdrawal of EV Incentives, 2023–2025
Delays in Product Launches
Key Takeaways
Automakers’ Strategy and Investment Realignment in EV Plans
Global Automakers Reduce/Cancel EV Investments
OEMs Developing Interest in Hybrid Vehicle Development
Automakers’s Reactive Strategies Toward the EV Slowdown
Case Study: Honda’s Reactive Shift Amid Global EV Slowdown
Trends Driving Recovery from the EV Market Slowdown
EV Recovery Trends Across the Technology Adoption Curve
Trend 1: Affordable BEVs
Trend 2: Platform Consolidation by Automakers
Trend 3: Battery Technology Standardization
Conclusions: Porter’s Five Forces Framework
Growth Opportunity Universe
Growth Opportunity 1: Launch Affordable EVs for the Mass Market
Next Steps
Benefits and Impacts of Growth Opportunities
Action Items & Next Steps
List of Exhibits
Legal Disclaimer

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