전기차 2022년

EV Volumes의 2022년도 전기차 시장 집계

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22년 전기차는 1,050만대 판매되어 전체 승용차 시장의 13% 차지

전세계 승용차 시장이 0.5% 감소됨에도 불구하고 전기차는 55% 증가

23년에는 36% 증가하여 1,430만대 판매되어, 전체 40만대의 승용차가 운영될 것으로 예상

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중국은 전체 판매의 59%를 차지하는 최대 시장일뿐 아니라 전체 생산의 64%, 670만를 생산하는 최대 생산국. 58만대가 수출되며 이중 40만대는 서구브랜드로 수출

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A total of 10,5 million new BEVs and PHEVs were delivered during 2022, an increase of +55 % compared to 2021

BEVs (9,5 %) and PHEVs (3,5 %) stood for 13 % of global light vehicle sales in 2022, compared to 8,3 % in 2021

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For the full year of 2023, we expect sales of 14,3 million EVs, a growth of 36 % over 2022, with BEVs reaching 11 million units and PHEVs 3,3 million units. By the end of 2023 we expect 40 million EVs in operation, counting light vehicles, 73 % are BEVs and 27 % PHEVs.

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Most mature auto markets experienced double-dips in sales during the 2020 through 2022 period. Following the Covid crunch of 2020 and a +5 % recovery in 2021, 2022 sales dipped again, by 0,5 % vs 2021, with mature economies losing 5-10 % of auto sales. Meanwhile, most developing economies, notably India and the ASEAN countries continuing a their strong recovery.

EV sales were resilient to weak auto markets: They over-performed by 21 % in Europe, by 87 % in China, by 55 % in Northern America and by 78 % in the Non-Triad markets.

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Following 2 years of steep sales increases in Europe, EVs gained only +15 % over 2021 there. Weak overall vehicle markets and persistent component shortages have taken their toll, exacerbated by the war in Ukraine.

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EV sales in USA and Canada increased by 48 % year-on-year, despite a weak overall light vehicle market which plunged by 8 % during 2022 y/y. The 2nd half of 2022 saw a cautious recovery of auto markets as numbers compared to the low results of 2021 H2.

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China NEV sales defied all headwinds the country faced otherwise (real estate crisis, Covid outbreaks and lock-downs) and increased by another +82 % year-on-year.

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Norway had the highest market share of EVs (BEV 71 % + PHEV 8 %), China had 27 %, Europe 20,8 % and USA 7,2 %. The fastest growing markets were Indonesia (from 1k to 10k), India with +223 % to 50k, nearly all BEVs, New Zealand +151 % to 23k for 20 % market share.

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China is, by far the largest EV market, with 59 % of global EV sales in 2022. Their role as the largest EV production base is even stronger, with 6,7 million units, 64 % of global volume, made in China. Nearly 580 000 EVs were exported from China, most of them (407k) by Western brands. The largest exporters were Tesla, SAIC, Dacia, Polestar, Volvo, Lynk & Co, BMW and BYD. All others exported below 10 000 units each.

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