[EETalk] Gartner said: 2023 is a critical year for pure electric vehicles. What do you think about this?

okhxyyo

[EETalk] Gartner said: 2023 is a critical year for pure electric vehicles. What do you think about this? [Copy link]

Guan Guan saw a piece of news:

Gartner predicts that in 2023, governments and the automotive industry will face several real tests in promoting the development of battery electric vehicles (BEVs).

Pedro Pacheco, research vice president at Gartner, said: "Several factors make 2023 a critical year for driving full electrification in the automotive industry. Soaring electricity prices in Europe have made the cost of using pure electric vehicles no longer attractive. Countries such as the UK, Switzerland and Australia are beginning to introduce electric vehicle taxes. In addition, China will end electric vehicle subsidies in early 2023, and many parts of the world are still not covered by charging infrastructure, and the average service quality is also poor."

In addition, the sharp rise in the prices of raw materials such as lithium and nickel will essentially increase the manufacturing cost of pure electric vehicles, making it more difficult for original equipment manufacturers (OEMs) to narrow the price gap with internal combustion engines. As a result, the sales growth rate of pure electric vehicles may drop significantly, or stop growing in some markets, which will extend the time it takes for pure electric vehicle-related investments to pay back their costs.

Gartner predicts that the automotive industry's supply chain shortages will continue until 2023. Mike Ramsey, vice president of research at Gartner, said: "More than two years after the outbreak, automakers still cannot predict when the shortage of semiconductor chips or the resulting lack of vehicle production will end. They are also facing a shortage of key materials for pure electric vehicle batteries, which has triggered a surge in commodity prices."

Pacheco said: "The digital transformation of the automotive retail industry has not stopped, but has slowed down. The severe economic environment is gradually changing the automotive market from a seller's market to a buyer's market. Automakers and retailers will turn back to online retail, which will also help them reduce sales costs."

This downturn provides an opportunity for CIOs in the automotive industry to help their companies expand their market share through technology. For example, several established automakers are trying to transform themselves into technology companies, but their corporate culture has been a major obstacle that has prevented them from achieving this goal. "These automakers must start from this aspect to avoid widening the gap with digital native automakers and use technology to further increase their revenue," said Pacheco.

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Do you agree with this analysis? What do you think of this situation?

In addition to the above,

Gartner also predicts

By 2025, 95% of new cars on the road will have car operating systems that include products from tech giants.

By 2026, more than 50% of electric vehicles sold worldwide will be Chinese brands.

I am more concerned about the number of 50%. According to the forecast, Chinese brands of electric vehicles will reach 50% by 2026. I am still quite surprised. Is the development so fast? Can anyone tell me about the current situation of the domestic EV market?

abc9981

It is September now. Judging from the current situation, the market of electric vehicles is still much better than other industries.

okhxyyo

abc9981 posted on 2023-9-14 15:08 It is September now. Judging from the current situation, the market of electric vehicles is still much better than other industries

How to say it? Let's talk about it in detail.