Electric Vehicles (EV) in Defense - Thematic Research

Electric Vehicles (EV) in Defense - Thematic Research

Summary

Electric Vehicles (EV) in Defense - Thematic Research, report provides an overview of the electric vehicles market, outlining advances in the technology and key programs. Key investment comes from players including GM Defense, and government funding has benefited a number of players.

This report also examines companies who are investing in the development of hybrid electric vehicles in defense, and those who are exploring charging solutions.

Key Highlights

  • The companies section identifies key players in the market, and in what areas they are making investments.
  • The report also identifies market opportunities, outlining which direction the market is likely to take.
Scope
  • Key themes in electric vehicles in defense development are established, both in terms of defense trends, technology trends, regulatory trends and macroeconomic trends.
  • In particular this report identifies market trends over the next 24 months, outlining which sectors are likely to benefit from increased spending on electric vehicles in defense.
  • This report is part of our ecosystem of thematic investment research reports, supported by our thematic engine.
Reasons to Buy
  • Determine potential investment opportunities based on trend analysis and market projections.
  • Gaining an understanding of the market surrounding the hydrogen aircraft theme.
  • Understanding how hydrogen aircraft spending will fit into the overall market and what spending areas are being prioritized.


  • Executive summary
    • Inside
    • Related reports
    • Report type
  • Players
    • Table Figure 1: Who are the leading players and upcoming challengers in the electric vehicle landscape?
  • Technology briefing
    • Lithium-ion is the leading battery technology for BEVs
    • Alternatives to lithium-ion
    • Solid-state batteries are the next most viable option
    • Power management systems are also key to battery performance
    • Fuel cells can also power electric vehicles
    • Is Tesla's advantage insurmountable?
      • Mega-castings
      • Structural batt-ery pack
      • 4,680 cells
      • Autonomous technology
      • Removing 12V systems
    • What other automakers are doing to compete with Tesla
      • Table Figure 2: Automotive industry survey results on Tesla's advantage
      • Table Figure 3: Tesla to increase production by building out regional manufacturing
  • Trends
    • Technology trends
      • Table Technology trends
    • Macroeconomic trends
      • Table Macroeconomic trends
    • Regulatory trends
      • Table Regulatory trends
    • Defense trends
      • Table Defense trends
  • Industry analysis
    • Market size and growth forecasts for EVs
      • Momentum towards EVs now established - production to increase rapidly
        • Table Figure 4: EV powertrains as a proportion of all new powertrains, 2015-2035
      • Regional analysis
        • Table Figure 5: Regional share of EVs on the road 2015 vs 2020
        • Table Figure 6: Regional share of EV production 2015 vs 2020
    • The dynamics of the lithium market
      • Table Figure 7: Lithium carbonate equivalent demand by product 2015 vs 2021 forecast
      • Chinese dominance
        • Table Figure 8: China's share of production stages of Li-ion battery manufacturing (%)
    • Competitive analysis
      • Table Figure 9: Tesla vs key rivals 2020 sales
      • Table Figure 10: Tesla vs key rivals May 2021 market capitalization
      • Legacy automakers
    • Timeline
      • Table Figure 11: The electric vehicle story
  • Impact on defense
    • Reduced thermal signatures
    • Lower noise level
    • More environmentally friendly
    • Reduces the need for vulnerable supply trains
    • Mechanical reliability
    • Exportable power potential
    • Use cases and areas of investment
  • Value chain
    • Table Figure 12: The electric vehicle value chain
    • Batteries
      • Battery raw materials
        • Table Figure 13: The electric vehicle technology stack: battery raw materials
      • Battery components
        • Table Figure 14: The electric vehicle technology stack: battery components
      • Battery packs
        • Table Figure 15: The electric vehicle technology stack: lithium-ion batteries
    • Semiconductors
      • Table Figure 16: The electric vehicle technology stack: semiconductors
    • Auto components
      • Electric drivetrains
        • Table Figure 17: The electric vehicle technology stack: drivetrains
      • Tier-1 auto component suppliers
        • Table Figure 18: The electric vehicle technology stack: auto component suppliers
    • Assembly
      • Table Figure 19: The electric vehicle technology stack: assembly
    • Charging stations
      • Table Figure 20: The electric vehicle technology stack: charging stations
  • Companies
    • Table Companies
    • Defense companies
      • Table Defense companies
  • Glossary
    • Table Glossary
  • Further reading
    • GlobalData reports
      • Table GlobalData reports
  • Our thematic research methodology
    • Viewing the world's data by themes makes it easier to make important decisions
    • Traditional research does a poor job of picking winners and losers
    • That is why we developed our "thematic engine"
    • How do we create our sector scorecards?
      • Table Figure 21: Our five-step approach for generating a sector scorecard
    • What is in our sector scorecards?
    • How do we score companies in our thematic screen?
    • How our research reports fit into our overall thematic research ecosystem?
  • About GlobalData
    • GlobalData is a leading provider of data, analytics, and insights on the world's largest industries.

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