ADL+全球电动汽车就绪指数——GEMRIX+2022-56正式版

GLOBAL ELEC TRIC MOBILIT Y RE ADINES S INDE X GEMRIX 2022Examining the transformation to EV mobility08.2022We would like to acknowledge all those who contributed in the review of this Report,especially:Hirotaka Uchida,Yuma Ito,Akshay Prasad,Hanh Nguyen,Masayuki Aou,Juan Shi,Bill Reeves,Agustin Compagnucci,and Johannes Herr.DR.ANDREAS SCHLOSSERPartner,Global Lead AutomotiveGFABIAN SEMPFPrincipal,Local Lead AutomotiveIRAJAT MAHESHWARIBusiness Analyst,AutomotiveI BARNIK MAITRAManaging PartnerIndia&South ALUCA LENZBusiness Analyst,AutomotiveCentral ESIDDHANT GUPTABusiness Analyst,AutomotiveI DR.PHILIPP SEIDELPrincipal,AutomotiveCentral ECHIRAG TIBREWALBusiness Analyst,AutomotiveIPRATHAMESH CHAUDHARIManager,AutomotiveICONTENT PART I GLOBAL ANALYSIS FOREWORD 4EXECUTIVE SUMMARY&KEY FINDINGS 61.GLOBAL E-MOBILITY READINESS DISTRIBUTION 82.E-MOBILITY READINESS FACTORS 103.MARKET READINESS 124.CUSTOMER READINESS 145.INFRASTRUCTURE READINESS 166.GOVERNMENT READINESS 187.THE NEXT STEPS 202CONTENT PART II COUNTRY ANALYSISGEMRIX 2022 METHODOLOGY 22#1 RANK NORWAY 24#2 RANK CHINA 26#3 RANK GERMANY 28#4 RANK SINGAPORE 30#5 RANK UK 32#6 RANK US 34#7 RANK JAPAN 36#8 RANK UAE 38#9 RANK THAILAND 40#10 RANK MEXICO 42#11 RANK INDIA 44#12 RANK BRAZIL 46#13 RANK INDONESIA 48#14 RANK VIETNAM 50#15 RANK SOUTH AFRICA 52CONCLUSION 543Accelerated by the increasing threat of climate change,interest in electric mobility has escalated over the last four years,both within companies and across societies.At the same time,legislative and societal pressure on companies to counter climate change through new products,processes,and purpose has grown as well.The combination of these drivers have moved e-mobility topics up the strategic agenda for automotive executives around the globe.Despite the mature globalization of the automotive industry,markets and their requirements differ significantly around the world.These differences must be well understood to successfully implement a“once in a century”disruption like the change from fossil liquid energy to electric energy the change from molecules to electrons.To assist executives in automotive organizations of all kinds around the world,Arthur D.Little(ADL)has set up a methodology to evaluate the“readiness”of markets for electric mobility.The standardized approach and detailed analysis of key market drivers for electric vehicles(EVs)enables a solid understanding of the current situation,and a standardized approach and evaluation metrics allow for comparisons across markets of overall readiness.In this Report,we provide an overview of the key results of the 2022 edition of the“BEV Readiness Study,”which ADL first carried out in 2018.Dr.Andreas Schlosser Partner,Global Lead,AutomotiveFORE WORD4REPORT:08.2022GLOBAL ELECTRIC MOBILIT Y READINESS INDEX GEMRIX 2022ARTHUR D.LITTLE5E XECUTIVE SUMMARY&KE Y FINDINGSE-MOBILITY MARKET READINESS SPREADS WITH EVs GAINING GROUNDThere has been a massive jump in EV adoption worldwide during the last two years.Norway has emerged as the leader,followed by three distinct groups of countries.All countries are moving to increase EV adoption,following similar patterns but with differences in time by a few years,as some started earlier than others.We discern differences between global markets primarily in specific legislation and to a lesser extent in socioeconomic factors.(In countries with higher income,for example,environment protection plays a crucial role,while in countries with lower average income,cost is the primary determining factor.)Norway leads in EV adoption with a score of 115 in the 2022 ADL Global Electric Mobility Readiness Index(GEMRIX 2022).Next come the Ambitious Followers China,Germany,UK,and Singapore where all prerequisites for EV mobility are in place and EVs are on the verge of becoming mainstream.These countries are followed by the Emerging EV Markets:US,Japan,UAE,and Thailand.Here,EVs are still inferior to cars with an internal combustion engine(ICE),even though customers are becoming more comfortable with the idea of EVs as infrastructure is ramping up.Lastly,the Starters Mexico,India,Brazil,Indonesia,Vietnam,and South Africa have just entered the game and face major challenges in costs and infrastructure.Among those benchmarked,Norway is the only country with an EV sales share of more than 50%.Among Ambitious Followers,EVs have a comparatively low share of approximately 15%-25%.Leading markets have a range of models,with six countries having more than 75,led by Norway and Germany.However,for globally acting OEMs,there is no one-size-fits-all solution.Manufacturers need to ensure supply while crafting individual sales strategies for countries,based on the readiness of each market.6REPORT:08.2022GLOBAL ELECTRIC MOBILIT Y READINESS INDEX GEMRIX 2022Regarding Customer Readiness,cost is one of the most,if not the most,important drivers of EV adoption.This poses a challenge in developing countries as EV prices are still high and income is comparatively l