Global Electric Light Commercial Vehicle Growth Opportunities

Key Findings

e-LCV Penetration Forecast

e-LCV Market—Regional Contribution

Growth of e-LCV Adoption

Electrification Potential by Body Type

e-LCV Regional Focus—Select OEMs

Why Is It Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top Three Strategic Imperatives on the e-LCV Industry

Growth Opportunities Fuel the Growth Pipeline Engine™

Scope of Analysis

Market Segmentation

e-LCV Ecosystem

Growth Drivers and Restraints

e-LCV Service Roadmap

e-LCV Technology Roadmap

Battery Chemistry—Technology Roadmap

Existing Battery Chemistry

Battery Chemistry Suppliers—OEM Mapping

Electric Motor Types

Electric Motor Placement

e-LCV Regional Benchmarking—Average Battery Capacity

e-LCV Regional Benchmarking—Average Range and Average Power

e-LCV Regional Benchmarking—Average GVWR and Average Price

Electrification Use Cases for e-LCVs

e-LCV Application Focus—Established OEMs

e-LCV Application Focus—Start-ups

EV Incentives

LCV Total Sales and Market Share of Major Participants

Sales Percentage by Powertrain Split

Anticipated e-LCV Launches

Anticipated e-LCV Launches (continued)

Select e-LCV Models—Specification Comparison

Select e-LCV Models—Price Range

LCV Total Sales and EV Penetration Forecast

LCV Total Sales and EV Penetration Forecast Discussion

Sales Percentage Forecast by Powertrain

EV Incentives

LCV Total Sales and Market Share of Major Participants

Sales Percentage by Powertrain Split

Existing and Anticipated e-LCV Models

Select e-LCV Models—Specification Comparison

Select e-LCV Models—Price Range

LCV Total Sales and EV Penetration Forecast

LCV Total Sales and EV Penetration Forecast Discussion

Sales Percentage Forecast by Powertrain

EV Incentives

LCV Total Sales and Market Share of Major Participants

Sales Percentage by Powertrain Split

Existing e-LCV Models

Existing e-LCV Models (continued)

e-LCV Models—Specification Comparison

e-LCV Models—Price Range

LCV Total Sales and EV Penetration Forecast

LCV Total Sales and EV Penetration Forecast Discussion

Sales Percentage Forecast by Powertrain

EV Incentives

LCV Total Sales and Market Share of Major Participants

Sales Percentage by Powertrain Split

Existing e-LCV Models

e-LCV Models—Specification Comparison

e-LCV Models—Price Range

LCV Total Sales and EV Penetration Forecast

LCV Total Sales and EV Penetration Forecast Discussion

Sales Percentage Forecast by Powertrain

TCO Analysis, Europe—Assumptions

TCO Analysis, Europe—Low Mileage

TCO Analysis, Europe—Medium Mileage

TCO Analysis, Europe—High Mileage

Growth Opportunity 1—Commonality in Product Requirements Across Europe, China, and APAC Decreases Costs

Growth Opportunity 1—Commonality in Product Requirements Across Europe, China, and APAC Decreases Costs (continued)

Growth Opportunity 2—Low Barriers to Entry for New Participants in the e-LCV Space

Growth Opportunity 2—Low Barriers to Entry for New Participants in the e-LCV Space (continued)

Growth Opportunity 3—Rising Electrification Potential in Previously Unattractive Heavy-duty Applications

Growth Opportunity 3—Rising Electrification Potential in Previously Unattractive Heavy-duty Applications (continued)

Abbreviations and Acronyms Used

Your Next Steps

Why Frost, Why Now?

List of Exhibits

List of Exhibits (continued)

List of Exhibits (continued)

List of Exhibits (continued)

List of Exhibits (continued)

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