1、Electric Vehicle Sales Review Q4 2022Foresight to drive the industryFebruary 2023Strategy&This publication has been developed in collaboration between Strategy&,PwCs global strategy consulting business,alongside PwC Autofacts Automotive industry and function experts.Together,we transform organizatio

2、ns by developing actionable strategies that deliver results.At PwC,our purpose is to build trust in society and solve important problems.Were a network of firms in 152 countries with over 328,000 people who are committed to delivering quality in assurance,advisory and tax services.Find out more and

3、tell us what matters to you by visiting us at .PwC refers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see for further 2Strategy&United States finally arrives at BEV party0.Executive summary 3In 2022,United States boasted the highest annua

4、l growth in BEV sales among all analyzed markets88%Percentage increase in BEVs sold in the United States in 2022 when compared to the previous year The BEV market in the United States finally sparked to life in 2022,having previouslyappeared to lag behind the development seen in China and much of Eu

5、rope.Spurredby massive OEM investment in exciting new models,meaningful governmentincentives and a gradually improving charging infrastructure,BEV sales in the USgrew by 88%in 2022 in comparison with the previous year the highest suchincrease in all analyzed markets.Chinas BEV market was close behin

6、d,sustaining its dramatic expansion of recentyears with sales growth of 85%in 2022.Europes growth was more modest butnevertheless still significant.The top five European markets grew by 28%in 2022relative to the previous year.The United Kingdom saw the highest rise among thesemarkets,with growth of

7、40%.In total,BEV sales in all analyzed markets rose by 70%with China accounting formore than two out of every three BEV sales in 2022,a growth rate that is all the moreimpressive and noteworthy when we take into account that sales of all powertrainscombined actually fell by 2%.Looking at the fourth

8、quarter of 2022 in isolation,Germany recorded particularly highBEV sales growth of 66%versus the corresponding quarter in 2021,as customerslooked to make their purchases before a reduction in incentives kicked in at the startof 2023.When it comes to the PHEV market,Chinas massive growth of 150%in 20

9、22represents an outlier from the rest of the world.Indeed,PHEV sales in the top fiveEuropean markets only grew by 1.2%in 2022,as OEMs continue to prioritize BEVsales to meet emissions targets and incentives are lower.It remains to be seen whether such reduction or even cancellation of incentives,als

10、oevident in various other European markets and in China,will have any significantimpact on BEV sales growth.In the past,although BEVs have been seen as moreexpensive to purchase,their total cost of ownership(TCO)over the long term hasbeen lower as a result of incentives and lower running costs.Now t

11、his TCO benefit isbecoming questionable.Strategy&41.News and highlights Multiple OEMs slash BEV prices as market competition intensifiesOn the supplier side,Holon,the mobility businessunit of Benteler introduced a new autonomous peoplemover concept.The SAE Level 4 mover is designedfor up to 15 passe

12、ngers,therefore bridging the gapbetween personal and public transportation.Cardesign firm,Pininfarina and autonomous providerMobileye were involved from the start.3Price cuts place pressure on rival OEMsSince last fall,multiple OEMs have cut BEV prices.Inthe case of Mercedes-Benz and Tesla they have

13、reduced prices for certain BEVs by up to around20%.This moveis inresponsetointensifyingcompetition,to stay below incentive thresholds and atroubled economic environment that is set to have asignificant impact on consumer affordability.Theprice cuts will inevitably place pressure on bothsmaller rival

14、s and established OEMs and threatentheir growth plans.4,5Tesla said the cuts were madepossible by falling supply chain costs.6Most recently,Ford and Xpeng reduced prices by upto around 10%,of certain BEV models,in the USAand China respectively.7,8With higher production,Ford expects to reduce costs a

15、nd plans to sharethese savings with the customers.CES:OEMs push boundaries of innovationThis intensifying market competition continues to bereflected in the regular launch of exciting new modelsby leading OEMs.Volkswagen,for example,haslaunched the ID.7,its second global BEV after theID.4,anditsfirs

16、tall-electricsedan.Salesareexpected to begin by the end of 2023.1Meanwhile,BMW has revealed the i Vision Dee.Theconceptrepresentsaboldstatementofthecompanysambitiousplansfortechnologicalinnovation in the EV market.The Dee in the carsname stands for“Digital Emotional Experience”,andthe concept promis

17、es a number of novel features.Information is projected onto the front windscreeninstead of a dashboard,while users can change thecars exterior and wheels to any one of 32 colors,using BMWs new E-ink technology.2Cheaper battery materials on the horizonStartups in the US and Europe are battling with e

18、achother to develop new batteries that use sodium andsulfur,materialswhicharebothabundantandinexpensive.Currently,China dominates productionof the lithium-ion batteries on which BEVs now rely,including the mining and refining of the relevant rawmaterials lithium,cobalt and nickel whose priceshavesoa

19、red.Usingsodium-ionorlithium-sulfurbatteries instead could therefore reduce dependencyon China,ward off the predicted supply bottlenecksfor the relevant materials,and pave the way for anexpansion of mass-market,affordable BEVs.However,this potentially radical development stillfaces major obstacles a

20、nd when possible are onlyexpected after 2030.Sodium-ion batteries are not yetable to store sufficient energy,while sulfur batteriesare quick to corrode and currently have a very limitedlifespan.9Sources1 InsideEVs,9 January 20232Autocar,6 January 2023 3Electrive,5 January 2023 4 Reuters,13 January 2

21、023 5 Reuters,16 November 20236Financial Times,13 January 20237Reuters,31 January 20238Bloomberg,17 January 2023 9Reuters,15 November 2022Strategy&51.News and highlights Massive investments in charging infrastructureAs BEVs move further into the mainstream market,major investments in charging infras

22、tructure arecritical.The German government has launched aplan for a huge expansion of the countrys BEVcharging infrastructure.At a cost of 6.6 billion,thegoal is to have 1 million publicly accessible chargingpoints in place by 2030,up from the current 70,000.5TheCaliforniaEnergyCommission(CEC)hasapp

23、roved a$2.9 billion investment plan.Most of themoney will be used for BEV charging points.Theinvestment will create 90,000 new EV chargersacross the state,more than doubling the 80,000already installed.6The government of Luxembourg has dedicated 4.5million to funding the construction of 672 addition

24、alEV charging points for BEVs,44 of which will be fastchargers.7Meanwhile,the Japanese government plans to easeregulations on the installation of fast-charging BEVstations,with the aim of boosting Japans BEVcharging infrastructure.Chargers with an output ofmore than 200 kilowatts are currently subje

25、ct to strictsafety measures and other regulations,resulting inincreased costs.8FCEV appetite increases as hydrogen price fallsThe cost of green hydrogen is set to fall over the nextfew years as demand increases and production ofelectrolyzers the device that creates an electriccurrent to split apart

26、the hydrogen and oxygen fromthe water where it is found is ramped up.Accordingto a study by Rethink Energy,lower electrolyzercosts,driven by these economies of scale,will morethan halve the global price of green hydrogen by2030.9The resulting potential significant reduction inthe cost of owning a fu

27、el cell electric vehicle(FCEV),making mass market demand possible,is attractingattention from OEMs.For example,Stellantis has entered negotiations withthe French suppliers Faurecia and Michelin to buy asubstantial stake in their Symbio joint venture,a fuelcell system maker for hydrogen mobility.10BM

28、W andToyota have announced a partnership to producehydrogen fuel cell vehicles from 2025 onwards.11Major markets cut EV incentivesSeveral countries are now moving on to the nextstage of BEV market development.Believing thatstate incentives have now served their purpose,theyarenow relying on greater

29、consumer interest andregulatory frameworks to spur EV market growth.From the start of 2023,BEV buyers in France nowreceive a maximum of 5,000 from the state,adecrease of 1,000.However,the incentive for low-income households has increased to 7,000.1A downward trend is also evident in Germany fromthe

30、start of 2023,with a reduction of BEV incentives(from 6,000 to 4,500 for models under 40,000,andfrom5,000to3,000formodelsunder65,000),and the elimination of PHEV incentives(which were previously up to 4,500).2In China meanwhile,BEV subsidies have beencancelled completely in a move that was originall

31、yintended for 2020 but was postponed due to thepandemic and its economic impact.3However,the US is bucking this international trend.The Inflation Reduction Act includes a possible taxcredit of up to$7,500 for purchasing a new BEV,anda credit of up to$4,000 for purchasing a used BEV.4This credit is s

32、ignificant,as it removes the previousOEM cap after 200,000 sales.United States bucks global trend of EV incentive reductionsSources1 Electrive,10 January 2023 2InsideEVs,12 January 2023 3China Dialogue,12 January 20234 Inside Climate News,8 December 2022 5 DW,19 October 20226Electrive,15 December 20

33、227Electrive,29 October 2022 8Nikkei Asia,4 January 20239Recharge,30 August 2022 10Automotive News,23 December 2022 11 Nikkei Asia,12 August 2022Strategy&62.Analyst insights Electric TCO advantage under threat in Germany as incentives waneSources:Opel,ADAC*Adjusted for inflation,in/liter;*Incl.price

34、 brake,in cent/kWh;*Incl.incentives and depreciation;*Tax,insurances and maintenanceIn recent years,there has been a cost argument infavor of purchasing a BEV.Although the list price ofa similar ICE vehicle may be lower,so the argumentgoes,government purchase incentives and lowerfuel and other runni

35、ng costs make the total cost ofownership(TCO)of a BEV more economical overthe long term.However,ononeside,governmentpurchaseincentives are being reduced and on the other sideelectricity prices are at record highs.The recentPwC Study“Ladestrom fr Automobile.Prognose2023”(www.pwc.de/ladestrom)analyzed

36、futureelectricity and petrol prices.Generally,electricityprices remain below petrol but it also depends onthe share of home charging and public AC or DCcharging.01020304050600,00,51,01,52,0202220232024202520262027202820292030Gas prices*Electricity prices*Gas PricesCharging Station(AC)Home ChargingCh

37、arging Station(DC)Regardless,these factors cast some doubt as towhether BEVs can sustain their TCO advantage inthose markets that introduce significant reductionsin incentives.If they are indeed unable to do so,thepreviously rapid rise of the BEV market may beslowed.The question is,does a BEV still

38、make economicsense in 2023?Let us investigate with Opel Corsa1.2 GS(ICE)and Corsa-e GS(BEV).With identicalperformance and equipment in either car,the finalpurchase price in 2023 is actually very similar.Thedifference is that the ICE version is also offered witha less powerful version with less equip

39、ment.Beforeincentives,this is over 85%less than the startingprice of the BEV version.For a purchase made in 2022,the TCO of the BEVversion is calculated to be significantly lower due tothe relevant government incentive in Germany.By2024,however,as incentives fall,the TCO of a newOpel Corsa-e nearly

40、exceeds that of its petrol rivalfor a customer who drives significantly less than15,000 km per year and/or does not have the optionto charge at home.And by 2025,based on currentprices and planned incentives,the TCO of the BEVversion becomes significantly higher,no matterwhere the vehicle is charged

41、or how long thedistance travelled.TCO comparison of Opel Corsa ICE vs.BEV()1002052515353027.910.532.58.43.7TCO in 000202213.98.48.43.4202316.38.43.3202421.03.1202522.525.7Public chargingEnergy costsICERunning costs*Purchase price*TheTCOisofcourseonlyoneofseveralconsiderations for consumers when they

42、 purchase aBEV.Drivingpreferenceandenvironmentalawarenessaretwootherfactors.Moreover,governments throughout the world are seeking tophase out the sale of ICE vehicles over the nextcouple of decades anyway.It is often thereforeassumed that the EV market will continue to grow atbreakneck speed,with fe

43、w blips along the way.Thenext few years will determine whether the projectedreversal of the EV TCO advantage will force thisassumption to be reassessed.BEV with home chargingStrategy&Top BEV models in 20222.Analyst insights7Competition in the BEV market is getting fiercerEuropean Top 4ModelSales Jan

44、-Dec 22Tesla Model 354,835Tesla Model Y53,459Fiat 500 electric52,949Dacia Spring36,550Volkswagen ID.4,ID.531,925Peugeot 208 EV31,412Volkswagen ID.329,503Hyundai Kona Electric25,667Renault Megane Electric25,576Renault ZOE24,798USAModelSales Jan-Dec 22Tesla Model Y251,974Tesla Model 3211,618Ford Musta

45、ng Mach-E39,458Chevy Bolt EV/EUV38,120Tesla Model S32,675Tesla Model X26,121Hyundai Ioniq 522,982Volkswagen ID.420,511Kia EV620,498Rivian R1T17,426ChinaModelSales Jan-Dec 22Wuling Hongguang Mini404,823Tesla Model Y315,314BYD Dolphin204,226BYD Yuan Plus167,220BYD Han EV144,665Tesla Model 3124,456Aion

46、 Y120,585BYD Qin Plus EV119,933Aion S116,332Chery QQ Ice Cream96,52945678910Source:PwC Autofacts Analysis,KBA,AAA Data,DGT,UNRAE,CPCA,BYD,Cox AutomotiveStrategy&8New BEV launches drive market growth3.Electric vehicle sales dataQ1 2023Q2 2023Q3 2023Q4 2023BYDSeagullPeugeot3008ChevroletEquinox EVVolks

47、wagenID.7AudiQ6 e-tronNIOEC7ChevroletSilverado EVToyotabZ1XTesla CybertruckLexusRZFiat600BMWi5VolvoEX30Source:S&P Global Mobility Start of Production Forecast(December 2022)Strategy&1,1471,60802004006008001.0001.2001.4001.6001.800December 21December 22December 21 vs.December 22(in 000 units)Electric

48、 Vehicles(EVs*)9EV sales continue growth this yearKey Markets3.Electric vehicle sales dataWE 5+5ChinaUSA9,45113,86002.0004.0006.0008.00010.00012.00014.00016.000YTD December 21YTD December 22YTD December 21 vs.YTD December 22(in 000 units)*EV=Battery Electric+Plug-in Hybrids+HybridsStrategy&653959020

49、04006008001.0001.200December 21December 22December 21 vs.December 22(in 000 units)Battery Electric Vehicles(BEVs)10US and China growth momentum on parKey Markets3.Electric vehicle sales dataWE 5+5ChinaUSA4,3957,48801.0002.0003.0004.0005.0006.0007.0008.000YTD December 21YTD December 22YTD December 21

50、 vs.YTD December 22(in 000 units)Strategy&183326050100150200250300350December 21December 22December 21 vs.December 22(in 000 units)WE 5+5ChinaUSAPlug-in Hybrid Electric Vehicles(PHEVs)11Plug-in sales in China thriveKey Markets3.Electric vehicle sales data1,6502,55105001.0001.5002.0002.5003.000YTD De

51、cember 21YTD December 22YTD December 21 vs.YTD December 22(in 000 units)Strategy&12Western Europe 5+54.Western Europe Top 5 and other European marketsWE 5+52022 Q4Comparison to 2021 Q4BEV524,000+38%PHEV283,000+25%Hybrid576,000+29%Total1,383,000+32%European Top 5:France,Germany,Italy,Spain,and UKBEV

52、sales in the top 5 European markets grew by 39%in the fourth quarter of2022 in comparison with the corresponding period in 2021.Two countries were primarily responsible for this growth.Germany registeredthe highest BEV growth in this period,up by 66%in Q4 2022 vs.Q4 2021,asconsumers hurried to avoid

53、 the cut in government incentives at the start of2023.Meanwhile,the UK BEV market grew by 40%over the same period,continuing its significant recent expansion.Going against a longstanding global trend,BEV sales in Italy actually declinedby 34%compared with the equivalent quarter in 2021.Lack of affor

54、dability is amajor factor in this poor performance,with the price of the small electric carsthat dominate the market still beyond the reach of the average buyer.For 2022 as a whole,BEV sales in the top five markets grew by 28%from theprevious year.The UK was the top performer,increasing by 40%over t

55、heyear.Other European markets:+5In the other European markets analyzed,Sweden and Norway recorded by farthe largest increases in BEV sales in Q4 2022 vs.Q4 2021,up by 84%and76%respectively.Sweden also recorded the highest rise in these othermarkets over the full course of 2022,with BEV sales up by 6

56、6%.BEV marketshare in Sweden now stands at 32%,second only to Norway(79%)in all theglobal markets analyzed for this study.Focus Market:TurkeyBEV sales in Turkey during the course of 2022 increased by 172%YoY to7,743 units.PHEV sales in 2022 increased moderately by 15%YoY to justover 1,000 units.Plug

57、less hybrids maintain the biggest share among EVs,accounting for 8%of the total market during the year.Overall,total EV salesincreased by 39%YoY during 2022,accounting for a market share of 9%.Strategy&USA2022 Q4Comparison to 2021 Q4BEV215,000+92%PHEV50,000+6%Hybrid206,000+3%Total470,000*+31%13Unite

58、d States4.United States*Numbers may not add up due to roundingUSAThe US BEV market continues to flourish,with sales almostdoubling(up by 92%)in Q4 2022 in comparison with thecorresponding period in 2021.Indeed,2022 was a bumper year forthe US BEV market,propelled by government incentives,a widerange

59、ofappealingnewmodelsandimprovingcharginginfrastructure.In 2022,the US recorded the highest rise in BEVsales of all global markets analyzed,up by 88%.This performanceis all the more impressive when one considers that total 2022 salesof all powertrains declined by 8%in the US,as customerstightened the

60、ir belts in a challenging economic environment.There is still much more room for sustained rapid growth over thenext few years.The BEV market share is still only at 5%.The nextmilestone on the horizon,likely to occur in 2023,is for BEV sales tooutstrip those for hybrids.The growth of the hybrid and

61、PHEVmarkets were very minor by comparison in 2022,up by 3%and11%respectively from the previous year.Strategy&China2022 Q4Comparison to 2021 Q4BEV1,780,000+58%PHEV531,000+123%Hybrid193,000-8%Total2,504,000+59%14China and other Asian countries4.China and other countries in AsiaChinaThe seemingly inexo

62、rable rise of Chinas BEV market continued in the finalquarter of 2022,growing by 58%relative to the corresponding quarter in 2021.Quarterly BEV sales,which hovered around the million mark at the beginningof 2022,are now rapidly nearing two million.PHEV sales have grown at aneven faster rate,increasi

63、ng by 123%in Q4 2022 vs.Q4 2021.Total EV sales in 2022(encompassing sales of BEVs,PHEVs and hybridscombined)increased by 87%from the previous year,by far the largest suchincrease in all the analyzed markets.JapanJapans EV market is almost completely dominated by the sale of hybrids.While more than a

64、 million hybrids were sold during the whole of 2022,BEVsales amounted to just 32,000 over the course of the year.South KoreaBEV sales in South Korea increased by 42%in Q4 2022 from the equivalentperiod in 2021.This growth in the BEV market was more apparent in thefigures for 2022 as a whole,with a r

65、ise of 62%from the previous year.Strategy&EV registrations YTD Dec 2022WE 5+5Total registrations9,151,416EV registrations4,447,702of which BEV1,412,251of which PHEV850,651of which Hybrid2,184,800USATotal registrations13,653,608EV registrations1,726,308of which BEV725,064of which PHEV184,823of which

66、Hybrid816,422ChinaTotal registrations26,849,000EV registrations7,685,552of which BEV5,351,000of which PHEV1,515,559of which Hybrid818,993ICEBEVPHEVHybrid155.Rankings87,4%5,3%1,4%6,0%51,4%15,4%9,3%23,9%71,4%19,9%5,6%3,1%Shares of EV registrationsStrategy&Western+Central EuropeChinaNAFTAAsia-Pacific(w

67、/o China)RoWSource:Assembly Forecast by S&P Global Mobility,December 2022 Release166.Electric vehicle assembly forecast11.833.80612182430362023F2028F29.864.90102030405060702023F2028F4.15.9024682023F2028F14.025.10510152025302023F2028F1243EV Assembly by Region2023F vs.2028F(in million units)BEV Vehicl

68、e Assembly2023F vs.2028F(in million units)Full and Mild Hybrid Vehicle Assembly2023F vs.2028F(in million units)Plug-in Hybrid Vehicle Assembly2023F vs.2028F(in million units)Electrified vehicle assembly forecast by regionStrategy&17Electric vehicle assembly forecast6.Electric vehicle assembly foreca

69、st5-20%0%20%40%60%80%100%120%140%01020304050607020192020202120222023F2024F2025F2026F2027F2028FBEVPHEVHybridBEV GrowthPHEV GrowthHybrid GrowthGlobal EV assembly by powertrain type2019 2028F(in million units,percent)Source:Assembly Forecast by S&P Global Mobility,December 2022 ReleaseStrategy&BrandMod

70、elLaunchQuarterAudiQ6 e-tron2023Q4BMWi52023Q3BrightDropZevo 4002023Q4BYDSeagull2023Q2ChevroletEquinox EV2023Q3ChevroletSilverado EV2023Q1Fiat6002023Q3LexusRZ2023Q1NIOEC72023Q1Peugeot30082023Q4RenaultScenic2023Q4TeslaCybertruck2023Q4ToyotabZ1X2023Q4VolkswagenID.72023Q2VolvoEX302023Q218Overview:BEV mo

71、dellaunches2023(not exhaustive)7.Electric vehicle model launchesSource:S&P Global Mobility Start of Production Forecast(December 2022)Strategy&19Overview:BEV modellaunches20242027(not exhaustive)7.Electric vehicle model launchesBrandModelLaunchAlfa RomeoB-CUV2024Alfa RomeoGiulia2025AudiA3 e-tron2027

72、AudiA4 e-tron2027BMWi12027BMWiX42026BMWiX72027ChevroletMalibu EV2027FerrariE-CUV EV2025FiskerPEAR2024HyundaiIoniq 32026HyundaiIoniq 82025InfinitiQX802024JeepRecon2024KiaEV42024Source:S&P Global Mobility Start of Production Forecast(December 2022)Strategy&BrandModelLaunchKiaEV82027LanciaYpsilon2024Li

73、ncolnCorsair EV2025Mercedes-BenzEQG2024MiniAceman2024NissanMaxima EV2025PolestarPolestar 62027Renault52024SonyD-Sedan EV2025VolkswagenID.12025VolkswagenID.22026VolkswagenTrinity2027VolvoEX402026VolvoEX602025WulingSunshine202620Overview:BEV modellaunches20242027(not exhaustive)7.Electric vehicle mode

74、l launchesSource:S&P Global Mobility Start of Production Forecast(December 2022)Strategy&LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD21Electric vehicle

75、sales dataGermany,UK,France,Italy,Spain,WE-58.Electric vehicle sales dataYTD 2022MarketShareYTD 2021YoY YTD22 Q4QoY22 Q4Dec 22MoYDec 22Nov22MoYNov 22Oct22MoYOct 22BEV470,55917.7%355,96132.2%198,08666.1%104,325115.4%57,98044.0%35,78117.1%PHEV362,09313.7%325,44911.3%146,44673.5%69,801113.1%44,58159.8%

76、32,06435.1%Hybrid 465,22817.5%429,1398.4%120,52526.7%40,35911.5%43,69739.4%36,46932.2%GermanyTotal EV 1,297,88049.0%1,110,54916.9%465,05755.7%214,48582.7%146,25847.0%104,31427.4%BEV267,20316.6%190,72740.1%91,58939.6%42,28452.6%29,37235.2%19,93323.4%PHEV101,4136.3%114,526-11.4%27,452-0.2%8,3670.4%10,

77、186-5.7%8,8996.2%Hybrid 479,99229.7%444,0528.1%114,02144.7%31,71425.3%40,13647.7%42,17160.2%UKTotal EV848,60852.6%749,30513.3%233,06235.6%82,36534.3%79,69433.5%71,00339.6%BEV203,12113.3%162,10625.3%62,15612.7%24,9877.8%20,30323.7%16,8668.2%PHEV126,5498.3%141,012-10.3%37,995-3.1%14,545-6.1%12,3421.5%

78、11,108-3.9%Hybrid 332,66321.8%286,52516.1%94,70133.2%36,29029.5%29,50137.1%28,91034.1%FranceTotal EV662,33343.3%589,64312.3%194,85217.7%75,82213.7%62,14624.0%56,88416.8%BEV49,1693.7%67,252-26.9%13,300-34.2%4,520-26.6%5,116-26.1%3,664-48.5%PHEV64,6324.9%70,080-7.8%17,1330.6%5,119-14.6%6,36810.4%5,646

79、7.2%Hybrid 450,93834.2%422,3886.8%119,43927.3%36,66243.0%40,45423.9%42,32319.2%ItalyTotal EV564,73942.9%559,7200.9%149,87214.4%46,30122.5%51,93814.5%51,6337.8%BEV35,4014.4%26,91131.5%11,08012.6%4,076-0.9%3,85722.5%3,14721.8%PHEV48,1935.9%43,31011.3%13,4740.2%4,641-4.0%4,8339.8%4,000-5.1%Hybrid 243,2

80、3029.9%223,3838.9%68,54010.7%22,706-9.9%25,01431.3%20,82018.0%SpainTotal EV326,82440.2%293,60411.3%93,0949.3%31,423-8.0%33,70426.7%27,96714.4%BEV1,025,45312.9%802,95727.7%376,21139.3%180,19264.4%116,62831.8%79,39110.3%PHEV702,8808.9%694,3771.2%242,50033.5%102,47352.0%78,31028.3%61,71716.1%Hybrid 1,9

81、72,05124.9%1,805,4879.2%517,22629.1%167,73119.5%178,80235.7%170,69332.7%WE-5Total EV 3,700,38446.7%3,302,82112.0%1,135,93733.3%450,39641.9%373,74032.9%311,80122.9%Strategy&LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-DateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANF

82、AC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD22Electric vehiclesales dataSweden,Norway,Netherlands,Switzerland,Austria,WE 5+5 8.Electric vehicle sales dataYTD 2022MarketShareYTD 2021YoY YTD22 Q4QoY22 Q4Dec 22MoYDec 22Nov22MoYNov 22Oct22MoYOct 22BEV96,16332.1%57,88166.1%37,21383.6

83、%18,20780.6%10,97097.7%8,03673.4%PHEV66,77522.3%78,200-14.6%19,2895.3%8,24823.1%5,660-5.3%5,381-4.5%Hybrid 28,3559.5%24,13717.5%7,29048.7%2,27119.9%2,62673.0%2,39360.5%SwedenTotal EV191,29363.9%160,21819.4%63,79246.7%28,72653.8%19,25647.6%15,81034.5%BEV138,28679.3%113,74321.6%58,35575.8%32,713137.0%

84、15,91541.2%9,72719.8%PHEV14,8578.5%38,139-61.0%4,533-52.7%1,905-59.5%1,502-43.4%1,126-49.4%Hybrid 9,4645.4%9,780-3.2%3,794118.8%1,388112.9%1,429148.5%97792.7%NorwayTotal EV162,60793.3%161,6620.6%66,68249.8%36,00687.9%18,84630.0%11,8309.0%BEV78,01225.0%67,32315.9%28,609-19.2%14,287-33.2%7,524-4.8%6,7

85、9811.0%PHEV34,53511.1%31,00911.4%8,2368.4%2,0432.7%2,876-4.3%3,31727.3%Hybrid 77,95125.0%72,0458.2%21,06230.3%5,67825.7%7,30018.8%8,08446.8%NetherlandsTotal EV190,49861.0%170,37711.8%57,907-2.1%22,008-21.1%17,7003.8%18,19927.9%BEV40,17217.8%31,82326.2%13,65919.8%6,85922.2%4,39122.1%2,4099.9%PHEV18,3

86、368.1%21,790-15.9%4,693-21.7%1,700-30.7%1,677-15.3%1,316-15.6%Hybrid 56,12124.8%52,1817.6%16,14720.9%5,72711.5%5,55524.1%4,86530.0%SwitzerlandTotal EV114,62950.7%105,7948.4%34,49912.2%14,2868.2%11,62315.6%8,59014.6%BEV34,16515.9%33,3662.4%10,0619.0%3,97116.4%3,430-1.9%2,66014.5%PHEV13,2686.2%14,626-

87、9.3%3,82916.5%1,23022.9%1,53734.7%1,062-7.2%Hybrid 40,85819.0%41,970-2.6%10,37313.4%3,48612.3%3,76129.6%3,126-0.4%AustriaTotal EV88,29141.1%89,962-1.9%24,26312.0%8,68715.6%8,72815.7%6,8483.7%BEV1,412,25115.4%1,107,09327.6%524,10838.1%256,22956.4%158,85832.0%109,02114.3%PHEV850,6519.3%878,141-3.1%283

88、,08025.1%117,59939.6%91,56220.8%73,91911.5%Hybrid 2,184,80023.9%2,005,6008.9%575,89229.1%186,28119.7%199,47335.4%190,13833.0%WE 5+5Total EV 4,447,70248.6%3,990,83411.4%1,383,08031.5%560,10938.7%449,89331.0%373,07822.4%Strategy&LegendMoY=Month-on-Year QoY=Quarter-on-Year YoY=Year-on-YearYTD=Year-to-D

89、ateSource:PwC Autofacts Analysis,KBA,SMMT,PFA,ANFIA,ANFAC,SCB,OFV,RAI,auto-schweiz,Statistik Austria,CAAM,CPCA,JADA,ODMD*BEV and PHEV sales based on CAAM data;hybrid sales based on CPCA wholesale data23Electric vehiclesales dataChina,Japan,USA,SouthKorea,Analyzed Markets8.Electric vehicle sales data

90、YTD 2022MarketShareYTD 2021YoY YTD22 Q4QoY22 Q4Dec 22MoYDec 22Nov22MoYNov 22Oct22MoYOct 22BEV5,351,00019.9%2,901,00084.5%1,780,00058.2%624,00039.3%615,00070.4%541,00071.2%PHEV1,515,5595.6%605,150150.4%531,000123.1%188,500128.8%170,40092.3%172,100156.8%Hybrid 818,9933.1%611,90033.8%192,500-8.2%64,804

91、-22.1%60,334-9.1%67,36212.3%China*Total EV 7,685,55228.6%4,118,05086.6%2,503,50059.2%877,30443.0%845,73463.9%780,46276.2%BEV31,5921.4%21,13949.4%9,35851.5%4,13771.0%3,26851.9%1,95321.7%PHEV37,7721.7%22,77765.8%7,27514.8%3,1593.5%2,18410.2%1,93248.4%Hybrid 1,089,07749.0%1,027,1046.0%296,27717.3%92,56

92、84.6%106,05513.7%97,65438.0%JapanTotal EV 1,158,44152.1%1,071,0208.2%312,91018.0%99,8646.2%111,50714.5%101,53937.8%BEV725,0645.3%386,51387.6%214,83992.3%79,05893.9%65,33895.2%70,44387.9%PHEV184,8231.4%166,50611.0%49,6726.0%19,59820.3%14,59711.9%15,477-11.6%Hybrid 816,4226.0%789,5753.4%205,5482.7%72,

93、264-0.4%62,2890.9%70,9957.9%USATotal EV1,726,30812.6%1,342,59428.6%470,05931.1%170,92031.9%142,22431.4%156,91529.9%BEV155,4329.2%95,74262.3%40,02941.7%5,942-11.5%15,40345.3%18,68470.9%PHEV13,1140.8%19,701-33.4%3,205-13.6%1,038-0.2%1,21347.9%954-48.4%Hybrid 259,73115.4%216,64819.9%70,5889.2%26,82318.

94、4%24,89215.3%18,873-7.5%South KoreaTotal EV 428,27725.4%332,09129.0%113,82217.8%33,80311.2%41,50825.8%38,51116.0%BEV7,675,33914.3%4,511,48770.1%2,568,33455.6%969,36646.5%857,86762.6%741,10160.6%PHEV2,601,9194.9%1,692,27553.8%874,23267.7%329,89476.4%279,95655.3%264,38271.7%Hybrid 5,169,0239.7%4,650,8

95、2711.1%1,340,80514.3%442,7404.8%453,04316.1%445,02223.6%Analyzed MarketsTotal EV 15,446,28028.8%10,854,58942.3%4,783,37143.0%1,742,00037.0%1,590,86644.9%1,450,50548.7%Strategy&Jrn NeuhausenDirector,Strategy&GermanyPhone:+49 211 3890 Annabelle KliesingSenior Communications Lead,Strategy&GermanyPhone:

96、+49 89 54525 249.ContactsAuthors and PR contactSteven van ArsdaleManager,PwC Autofacts,PwC GermanyPhone:+49 69 9585 Felix KuhnertPartner,Automotive Industry Leader,PwC GermanyPhone:+49 711 25034 Strategy&259.ContactsAutomotive contactsHarald WimmerGlobal Automotive Leader PwC Germany Phone:+49 221 J

97、un JinAutomotive Leader China PwC China Phone:+86 10 6533 Jrg KringsAutomotive Leader Strategy&Strategy&Germany Phone:+49 89 Marcus Hoffmann Automotive Practice Co-Lead Strategy&Germany Phone:+49 89 Eiichi Yamanaka Automotive Leader JapanPwC JapanPhone:+81 90 6513 Dong-Kyu Cho Automotive Leader Sout

98、h KoreaPwC South KoreaPhone:+82 2 709 0971dong-Akshay SinghAutomotive Advisory PartnerStrategy&USA Phone:+1 440 382 Jose Baghdad Automotive Leader France&Maghreb PwC France&MaghrebPhone:+33 1 Brian Decker Automotive Leader USA PwC USA Phone:+1 313 510 Manuel Diaz Delgado Automotive Leader Spain PwC

99、Spain Phone:+34 915 685 Cara HaffeyAutomotive Leader UK PwC UK Phone:+44 7809 Francesco PapiAutomotive Leader Italy Strategy&Italy Phone:+39 6 6920 2023 PwC.All rights reserved.PwC refers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see fo

100、r further details.Mentions of Strategy&refer to the global team of practical strategists that is integrated within the PwC network of firms.For more about Strategy&,see .No reproduction is permitted in whole or part without written permission of PwC.Disclaimer:This content is for general information purposes only,and should not be used as a substitute for consultation with professional advisors.Thank you