全球电动汽车初创公司市场调研和分析报告（英文版）-2024年1月上传培训课件

DIGITAL

&

TRENDSElectricvehiclestartupsworldwideCHAPTER

01OverviewGlobalautomotiveindustryprofitpoolbysegmentin2021,withaforecastfor2035(inbillionU.S.dollars)Globalautomotiveindustryprofitpoolbysegment2021&2035Newcarsales(ICEandhybrids)On-demandmobilityAfter-salesserviceNewcomponents(BEV,AV,SW)ClassiccomponentsNewaftersalesandservicesFinancingandinsuranceNewcarsales(BEV&AV)600500400300200100020212035*3Description:Theautomotiveindustry'sprofitpoolisforecasttoshiftfrommostlytraditionalinternalcombustionengineandhybridvehiclestobatteryelectricandautonomousvehiclesin2035.Notably,segmentslikethesaleofnewBEVsandAVsisexpectedtorecordaprofitgrowthof86billionU.S.dollars,upfromtwomillionU.S.dollarsin2021.Incontrast,thesaleofICEvehiclesandhybridsshouldrecordaprofitdecreaseof73billionU.S.dollars.

ReadmoreNote(s):Worldwide;2021;*Forecast.2021valueswerecalculatedbySource(s):BCGbasedondataprovidedbythesource.ReadmoreInvestmentsinmobility-basedclimatetechstartupsinEuropeandNorthAmericabetween2017and2022(inbillionU.S.dollars)Europe&NorthAmerica:investmentsinmobility-basedclimatetechstartups2017-202216141210813.8612.675.4964204.913.611.82017201820192020202120224Description:During2022,some13.86billionU.S.dollarshadbeeninvestedinmobilityclimate-techstartupsinEuropeandNorthAmerica.Thesteepestgrowthrecordedacrosstheperiodwasbeween2020and2021,whenfundingmorethandoubled.

ReadmoreNote(s):NorthAmerica,Europe;2017to2022Source(s):NetZeroInsights;TechNationGreenvehiclestartupfundinginselectedregionsin2021(inbillionU.S.dollars)Greenvehiclestartupfundinginselectedregions20211210.4108.686422.40AmericasAsia/AustraliaEurope5Description:In2021,theAmericasrecordedthelargestgreenvehiclestartupfunding.Around10.4billionU.S.dollarswereinvestedinthesestartupsintheregion,comparedto8.6billionU.S.dollarsinvestedinAsiaandAustralia.

ReadmoreNote(s):Worldwide;2021Source(s):CrunchBase;OliverWymanGlobalautoandtransportationstartupswiththehighestvaluationasofApril2023(inbillionU.S.dollars)Highestvaluedautoandtransportationunicornsworldwide2023ValuationinbillionU.S.dollars024681012ZongMuTechnologyNuro11.48.68.4BoltOlaCabs7.5HelloTransTechOlaElectricMobilityWeRide554.4HozonAutoAppliedIntuitionVia3.953.63.53.35YouxiaMotorsFlixMobilityBYTON32.56Description:AsofApril2023,Shanghai-basedZongMuTechnologywastheautoandtransportationstartupwiththehighestvaluation,ataround11.4billionU.S.dollars.ItwasfollowedbyNuroandBolt,bothvaluedovereightbillionU.S.dollars.ReadmoreNote(s):Worldwide;asofApril7,2023Source(s):CBInsightsLeadingclimatetechunicornstart-upsworldwidein2023,byvaluation(inbillionUSdollars)Valuationofclimatetechunicornsworldwide2023ValuationinbillionU.S.dollars02468101214Northvolt(Sweden)WMMotor(China)11.877Meicai(China)OlaElectric(China)OctopusEnergy(UK)Hozon(China)55444FarmersBusinessNetwork(U.S.)CommonweathFusionSystems(U.S.)AuroraSolar(U.S.)3.83.83.8CSISolar(U.S.)Convoy(U.S.)RedwoodMaterials(U.S.)HelionEnergy(U.S.)3.73.57Description:Swedishlithium-ionbatterymakerNorthvoltbecameaunicornin2019,andhadavaluationof11.8billionU.S.dollarsasofJanuary2,2023,thehighestofanyclimatetechunicornworldwide.Onlytwooftheworld's20highestvaluedclimatetechunicorncompanieswerebasedoutsideoftheUnitedStatesandChinaatthestartof2023.Collectively,theleading20climatetechunicornsaroundtheworldwerevaluedatroughly88billionU.S.dollars.ReadmoreNote(s):Worldwide;2023;Climatetechstart-upsthatarevaluedatoveronebillionU.S.dollarsSource(s):HolonIQProductionshareofmanufacturersinthenewbattery-electricvehicleplayermarket2021,withaforecastfor2034GlobalnewBEVplayerproductionbreakdown2021-2034TeslaOthersNIOHozonEVXpengEVLixiangAuto120%100%80%60%40%20%0%20212034*8/statistics/1416884/global-new-bev-player-production-distributionIn2021,Teslaaccountedforaround65percentofthebattery-electricvehicleproductionfromnewelectricvehiclemanufacturers.Thisshareisprojectedtodroptojustoverhalfofthe2034productionvolumeasthebattery-electricmarketexpands.

ReadmoreNote(s):Worldwide;2021;*forecastfromNovember2022.ReadmoreSource(s):S&PGlobalCHAPTER

02InvestmentsGlobalmobilitystartupfundingroundsbetween2020and2021,bytype(inbillionU.S.dollars)Globalmobilitystartupfundingroundsbytype2020-2021TotalfundingroundsMega-rounds1,6001,4081,4001,1741,2001,0008006004002000100582020202110Description:In2021,therewereover1,400fundingroundsformobilitystartupsworldwide,100ofwhichweremega-roundsworthmorethan100millionU.S.dollars.Thiswasasteepincreaseformega-rounds,ofwhichtherewereonly58theyearprior.

ReadmoreNote(s):Worldwide;2020to2021Source(s):CrunchBase;OliverWymanGlobalmobilitystartupfundingperyearandaveragefundingroundsizebetween2020and2021,bytype(inbillionandmillionU.S.dollars)Globalmobilitystartupfundingperyearandaveragefundingroundsize2020-20212020202165.254Fundingperyear(inbillionUSD)32.829Averagefundingroundsize(inmillionUSD)11Description:In2021,some65.2billionUS.dollarsinfundingwasreceivedbymobilitystartupsworldwide.Thatyear,eachfundingroundamountedtoonaverage54millionU.S.dollars,whichrepresentedasharpincreasefromthe2020average.

ReadmoreNote(s):Worldwide;2020to2021Source(s):CrunchBase;OliverWymanGlobalmobilitystartupfundingbetween2009and2021,bysegment(inbillionU.S.dollars)Globalmobilitystartupfundingbysegment2009-2021140121.81201008068.265.56050.340200MobilityservicesConnectedandself-drivingGreenvehiclesSales/aftersales12Description:Between2009and2021,mobilityservicesstartupsreceivedsome121.8billionU.S.dollarsinfunding,makingitthelargestmobilitystartupsegmentbyinvestmentamount.Connectedandautonomousvehicleswerethesecondlargestsegment,at68.2billionU.S.dollarsinfunding.ReadmoreNote(s):Worldwide;2009to2021Source(s):CrunchBase;OliverWymanGlobalventurecapitalinvestmentsinelectricmobilitystart-upsin2022,bystageandtechnology(inmillioncurrentU.S.dollars)Venturecapitalinvestmentsine-mobilitystart-upsbystageandtechnology2022InvestmentsinmillioncurrentU.S.dollarsEarly-stageventurecapitalinvestments500

1,000Growth-stageventurecapitalinvestments1,500

2,00002,5003,000732.6ChargingCar2,666.242.765.779.82,528.1Two-/Three-wheelersElectricmobilityfleetTruck,bus,andcommercialvehicleOther631.4581.7217.3567.382.7451.513Description:Mostofthegrowth-stageandearly-stageventurecapitalinvestmentsinelectricmobilitywereincharging,witharoundnearly2.67billioncurrentU.S.dollarsrecordedingrowth-stageinvestmentsand732.6millioninearly-stageventurecapital.Cartechnologywasthesecondlargeste-mobilitysectorattractingventurecapitalinvestmentsin2022.ReadmoreNote(s):Worldwide;2022Source(s):CleantechGroup;IEAGlobalventurecapitalinvestmentsinbatterytechnologyin2022,bystageandtechnology(inmillioncurrentU.S.dollars)Globalventurecapitalinvestmentsinbatterytechnologybystageandtechnology2022InvestmentsinmillioncurrentU.S.dollarsEarly-stageventurecapitalinvestments500

1,000

1,500Growth-stageventurecapitalinvestments2,000

2,500

3,00003,5004,0004,500466.6BatterymakerBatterycomponent3,949.4154.41911,763.3BatteryrecyclingandreuseBatterymanagementsystem331.825.577.614Description:Batterymakerswerethetechnologytypereceivingthelargestventurecapitalinvestmentsatearly-stageandgrowth-stage.In2022,nearly3.95billioncurrentU.S.dollarswereinvestedinbatterymakersasgrowth-stageventurecapitalinvestments,comparedto1.76billioncurrentU.S.dollarsinvestedinbatterycomponentsatthesamestage.ReadmoreNote(s):Worldwide;2022Source(s):CleantechGroup;IEALeadingglobalelectricvehiclestartupsbyfundingasofAugust2023(inU.S.dollars)LeadingEVstartupsworldwidebyfunding2023FundinginUSDWMMotor(China)FaradayFuture(UnitedStates)BAICBJEV(China)4,859,399,6222,383,750,0001,660,289,758YouxiaMotors(China)LucidMotors(UnitedStates)TierIV(Japan)1,334,520,2631,330,999,9921,252,485,0951,200,000,0001,082,404,4961,067,748,549BYTON(China)SingulatoMotors(China)Leapmotor(China)Hozon*(China)872,365,03215Description:Asof2023,China-basedWMMotorwastheelectricvehiclestart-upwhichhadreceivedthelargestfundingamountworldwide,atnearly4.86billionU.S.dollars.ItwasfollowedbytheAmericanFaradayFutureandtheChineseBAICBJEV,whichrecordedsome2.38billionand1.66billionU.S.dollarsinfunding,respectively.TheglobaltoptenwasdominatedbyChinesebrands.Chinahadthelargestelectricvehiclefleetin2022,overfourfoldthefleetrecordedintheUnitedStates.

ReadmoreNote(s):Worldwide;asofAugust2023;*FundinginU.S.dollarswascalculatedbySource(s):FailorybasedontheOctober13,2023,exchangerateofoneChineseYenequals0.136906U.S.dollars.

ReadmoreLeadingU.S.electricvehiclestartupsbyfundingasofAugust2023(inU.S.dollars)U.S.:leadingEVstartupsbyfunding2023FundinginUSDFaradayFutureLucidMotorsJobyAviation2,383,750,0001,330,999,992795,970,000SESEnevate225,114,997192,600,000175,320,365RadPowerBikesWheels96,297,422OptimusRideHelbiz75,981,99756,850,00029,490,000SUPER7316Description:Asof2023,FaradayFuturewastheU.S.electricvehiclestartupwhichhadreceivedthelargestfunding,at2.38billionU.S.dollars.Thecompanyrecordedanetlossof552.07millionU.S.dollarsin2022.LucidMotorsandJobyAviationcamesecondandthirdintheranking,withsome1.33billionandnearly796millionU.S.dollarsintotalfunding.ReadmoreNote(s):UnitedStates;asofAugust2023Source(s):FailoryVenturecapitalinvesmentsinEuropeanelectricvehiclemobilitystartupsbetween2018and2022(inbillionU.S.dollars)Europe:venturecapitalinvestmentsinelectricvehiclemobilitystartups2018-20228765437.56.92.522100.62018201920202021202217Description:In2022,6.9billionU.S.dollarsinventurecapitalinvestmentsweremadeintoEuropeanelectricvehiclemobilitystartups.Thiswasadropofeightpercentcomparedto2021investments,whichwerethehighestacrosstherecordedperiod.

ReadmoreNote(s):Europe;2018to2022Source(s):Dealroom.coLeadingEuropeanelectricvehiclestartupsbyfundingasofAugust2023(inU.S.dollars)Europe:leadingEVstartupsbyfunding2023FundinginUSDPolestar(Sweden)TIERMobility(Germany)VOITechnology(Sweden)RimacAutomobili(Croatia)Einride(Sweden)550,000,000447,948,158355,900,000208,861,013152,343,070126,588,25391,976,602.8SonoMotors(Germany)Lightyear*(TheNetherlands)EasyMile*(France)81,159,638.8572,072,254GOSharing(TheNetherlands)WunderMobility(Germany)Wallbox*(Spain)70,000,00061,039,200Whim*(Finland)56,513,880Cowboy(Belgium)46,102,28343,282,88431,572,000Unumotors(Germany)e.GOMobile*(Germany)18Description:Asof2023,PolestarwastheEuropeanelectricvehiclestartupthathadthelargestfunding,atsome550millionU.S.dollars.Polestar'slargefundingispartlyduetoitsacquisitionbyVolvoCarsin2015.TheSwedishcompanywasfollowedbyTIERMobility,amicro-mobilityproviderwhichheldthelargestshareofGermany'ssharede-scootermarketin2022.ReadmoreNote(s):Europe;asofAugust2023;*FundinginU.S.dollarswascalculatedbySource(s):FailorybasedontheOctober13,2023,exchangerateofoneeuroequals1.0524U.S.dollars.

ReadmoreCHAPTER

03CompaniesLeadingglobalelectricvehiclestartupsbynumberofinvestorsandfundingroundsasofAugust2023LeadingglobalEVstartupsbynumberofinvestorsandfundingrounds2023Investors32Funding

roundsBird(UnitedStates)97556765765VOITechnology(Sweden)Beam(Singapore)2525WunderMobility(Germany)WMMotor(China)2524OptimusRide(UnitedStates)JobyAviation(UnitedStates)BluSmartMobility(India)Cowboy(Belgium)22202018TIERMobility(Germany)GrinScooters(Mexico)181820Description:Asof2023,U.S.electricbike-sharingstartupBirdwastheglobalelectricvehiclestartupwiththelargestnumberofinvestors.Thirty-twoinvestorshadcontributedtoBird'sfundinginninefundingrounds.VOITechnology,Beam,andWunderMobilitywerealltiedforsecondplacewith25investorseach,obtainedduringsevenfundingroundsforVOITechnologyandfivefundingroundsforBeamandWunderMobility.WMMotor,rankingfifth,wasthefirstcompanyintherankingtonotfocuson[...]ReadmoreNote(s):Worldwide;asofAugust2023Source(s):FailoryVehiclesdeliveredbyWMMotorbetween2020and2022WMMotor:annualvehicledeliveries50,00044,15745,00040,00035,00030,00025,00020,00015,00010,0005,00029,45022,495020202021202221Description:In2022,theChineseelectricvehiclemanufacturerWMMotordeliveredunder29,500vehiclestoconsumers,whichrepresentedadropof33.3percentcomparedto2021,thebestyearonrecordforthecompany'svehicledeliveries.Theelectricvehiclestartupfiledforpre-restructuringinOctober2023.ReadmoreNote(s):China;2020to2022Source(s):Caixin;TechNodeFaradayFuture'sannualnetincome/lossfromfiscalyear2020to2022(inmillionU.S.dollars)Netincome/lossofFaradayFuture2020-20220-100-147.09-200-300-400-500-516.512021-552.072022-600202022Description:FaradayFuture'snetannuallossroseconsiderablyfromthe2020to2021fiscalyears.Whiletheamountwasonly147.08millionU.S.dollarsin2020,itreacheda516.51millionU.S.dollarslossinthe2021fiscalyear.Theamountcontinuedtoincreasein2022,whentheelectricvehiclestart-uprecordeda552.07millionU.S.dollarsloss.ReadmoreNote(s):Worldwide;FY2020toFY2022Source(s):FaradayFutureAnnualresearchanddevelopment(R&D)expensesofFaradayFuturefromFY2020toFY2022(inmillionU.S.dollars)FaradayFuture'syearlyR&Dexpenses2020-2022350300250200311.08174.941501005020.19202002021202223Description:Betweenits2020and2022fiscalyears,FaradayFutureincreaseditsresearchanddevelopment(R&D)spendingfrom20.19millionin2020to311.08millionU.S.dollarsin2022.Between2020and2021,thatspendingrosemorethaneighttimesfrom20.19millionto174.94millionU.S.dollars.ReadmoreNote(s):Worldwide;FY2020toFY2022Source(s):FaradayFutureLucidMotors`revenuebetweenFY2019andFY2022(in1,000U.S.dollars)RevenueofLucidMotors2019-2022700,000608,181600,000500,000400,000300,000200,000100,00027,11120214,59020193,97620200202224Description:TherevenueofU.S.-basedelectricvehiclemanufacturerLucidMotorsamountedtonearly608.2millionU.S.dollarsinthe2022fiscalyear.Thefigurerepresentsasignificantincreasefromthe27.1millionU.S.dollarsreportedin2021.

ReadmoreNote(s):UnitedStates;FY2019toFY2022;fiscalyearendsDecember31st.Source(s):LucidMotorsLucidMotors`researchanddevelopmentexpensesbetweenFY2019andFY2022(in1,000U.S.dollars)ResearchanddevelopmentexpensesofLucidMotors2019-2022900,000800,000700,000600,000500,000400,000821,512750,185511,110300,000220,223200,000100,0000201920202021202225Description:Inthe2022fiscalyear,U.S.-basedelectricvehiclemanufacturerLucidMotorsinvestedmorethan821.5millionU.S.dollarsinresearchanddevelopment.Thisfigurerepresentsasignificantincreaseof9.5percentcomparedwiththepreviousyear.Themajorityofthecompany'sR&Dexpendituresarerelatedtodevelopingnewproductsandservicesaswellasupgradingexistingones.ReadmoreNote(s):UnitedStates;FY2019toFY2022;fiscalyearendsDecember31st.Source(s):LucidMotorsAnnualrevenueofBAICBlueParkNewEnergyTechnologybetween2020and2022(inmillionChineseyuans)BAICBlueParkNewEnergyTechnology:annualrevenue2020-202210,0009,0008,0007,0006,0009,514.278,696.835,272.475,0004,0003,0002,0001,000020202021202226Description:In2022,BAICBlueParkrecordedarevenueofover9.5billionChineseyuans,whichwasayear-over-yearincreaseof9.4percent.BAICBlueParkistheparentcompanyoftheBAICBJEVbrand,whichrankedthirdamongthegloballeadingelectricvehiclestartupsbyfundingasofAugust2023.ReadmoreNote(s):China;2020to2022Source(s):BAICBlueParkBattery-electricvehiclesalesofBAICBlueParkNewEnergyTechnologybetween2019and2022BAICBlueParkNewEnergyTechnology:battery-electricvehiclesales2019-2022160,000150,601140,000120,000100,00080,00060,00040,00020,000050,179202225,914202026,1272021201927Description:In2022,ChinesepureelectricvehicleautomakerBAICBlueParksoldnearly50,200battery-electricvehicles(BEVs).Thiswasayear-over-yearincreaseof91.9percent.Oftheannualsalesrecorded,2019wasthecompany'smostsuccessfulyear,witharound150,600BEVssold.ReadmoreNote(s):China;2019to2022Source(s):BAICBlueParkCHAPTER

04PatentsPatentapplicationsfiledbyWMMotorTechnologybetween2011and2022WMMotorTechnology:patentapplicationsfiled2011-2022120100809796926055524545402423200116220112012201320142015201620172018201920202021202229Description:In2022,WMMotorTechnologyfiledsixpatentapplications,downfrom52applicationsfiledtheyearprior.Thecompanyfiledthemostpatentsin2017,anditsmostpopularpatentrelatestoenergyuse.ReadmoreNote(s):China;2011to2022Source(s):GreyBResearchPatentsgrantedtoWMMotorTechnologybetween2014and2022WMMotorTechnology:patentsgranted2014-2022140120100806040200115110917052343216120142015201620172018201920202021202230Description:In2022,32patentsweregrantedtoWMMotorTechnology,whilethecompanyfiledsixpatentapplicationsthatyear.WMMotorfiledforpre-restructuringinOctober2023,amidfinancialturmoil.ReadmoreNote(s):China;2014to2022Source(s):GreyBResearchPatentapplicationsfiledbyFaradayFuturebetween2015and2022FaradayFuture:patentapplicationsfiled2015-20222001761801601401201008013866604022208550201520162017201820192020202131Description:In2021,FaradayFuturefiledeightpatentapplications,upfromfivepatentsfiledinthepreviousyear.TheAmericanelectricvehiclecompanyfiledthemostpatentapplicationsin2016,twoyearsafteritwasfounded.ReadmoreNote(s):Worldwide;2015to2022Source(s):GreyBResearchPatentsgrantedtoFaradayFuturebetween2016and2022FaradayFuture:patentsgranted2016-202260495040302010038362723208201620172018201920202021202232Description:In2022,FaradayFuturewasgrantedeightpatentapplications.TheAmericanelectricvehiclecompanyrecievedthehighestvolumeofpatentsin2018,whenitwasgranted49patents.FaradayFuturespentaround311.08millionU.S.dollarsinitsresearchanddevelopmentexpensesin2022.ReadmoreNote(s):Worldwide;2016to2022Source(s):GreyBResearchPatentapplicationsfiledbyHozonAutobetween2014and2022HozonAuto:patentapplicationsfiled2014-20227006165946005004003002001000373316160694512014201620172018201920202021202233Description:In2022,Chineseall-electriccarmakerHozonAutofiled594patentapplications.ThiswasthesecondmostprolificyearforHozonAutopatentfilingas2021recordedthehighestapplicationvolumeacrosstheperiod,at616patents.

ReadmoreNote(s):Worldwide;2014to2022Source(s):GreyBResearchPatentsgrantedtoHozonAutobetween2016and2023HozonAuto:patentsgranted2016-20236005004003005642612001000164142119231272016201720182019202020212022202334Description:Throughoutthebeginningof2023,Chineseall-electriccarmakerHozonAutowasgranted12patents.Incontrast,564patentswereattributedtothecompanyin2022,makingitHozonAuto'smostsuccessfulyearonrecordforpatentapproval.

ReadmoreNote(s):Worldwide;2016t