OEM Electrification Strategies: Acceleration of EV and PHV Lineup Expansion

BMW, Daimler, VW, Renault-Nissan-Mitsubishi, PSA, and Tesla trends

2018/04/06

Summary

As environmental regulations become more stringent around the world, major automakers are announcing their electrification strategies. OEMs are planning to increase their lineup of electric vehicles as well as release new EVs between 2022 and 2025.

This report covers the electric vehicle expansion policies and release plans by category of BMW, Daimler, VW, Renault–Nissan–Mitsubishi, PSA, and Tesla, provide a summary of the major EV and PHV models, and update the road maps related to electrification. Based on MarkLines vehicle sales by model data, this report also provides an aggregate of the vehicle sales of major electric vehicle models from 2015 to 2017.

The three major German OEMs are currently releasing PHV and EV variants of existing models and will expand their lineup of EVs from 2018. Renault–Nissan–Mitsubishi will sequentially release new versions of its core models: the Nissan LEAF, Renault ZOE, and the Mitsubishi Outlander PHEV. In the future, the OEMs will adopt a common platform exclusively developed for EVs. PSA will also utilize a newly developed platform for electric vehicles and release EVs and PHVs. Tesla, which leads the luxury EV market segment, is now mass-producing affordable EVs with the release of its Model 3, and will expand its lineup of EVs to also include commercial vehicles.

The end of the report features a Global Hybrid and EV Forecast (second half of 2017) by LMC Automotive. The percentage of internal combustion engine vehicles (IC Only) for global light vehicle sales volumes will decrease from over 90% in 2018 to roughly 70% in 2025. Conversely, battery electric vehicles (BEVs) and mild hybrid electric vehicles (MHEVs) featuring a 48V system will see remarkable growth.

The next report is scheduled to present an overview of Toyota, Honda, Hyundai/Kia, GM, and Ford's electrification strategies.


Related Reports:
CES 2018: Growing prevalence of electric vehicles (Jan. 2018)
IAA 2017: German OEMs emphasize electric mobility (Sep. 2017)
European market: Passenger vehicle sales exceed 15 million units, diesel vehicles drop below 50% (Sep. 2017)
European automaker technology trends: Electric Vehicles (Nov. 2016)



OEMs accelerating the release of EVs and PHVs

Road map related to OEM electrification

Source: Created by MarkLines based on press releases and media reports (as of March 2018)

 

The three major German OEMs are currently releasing PHV and EV variants of existing models, and will expand their lineup of EVs from 2018. All automakers are planning to release EV models, and the BMW Group plans to feature 25 electric vehicle models by 2025, with 12 models being EVs. The Daimler Group intends to release 10 EVs by 2022, and the VW Group plans to release 30 or more EVs by 2025.

Renault–Nissan–Mitsubishi plans to further evolve its core EV models. The OEMs will release new versions of its Nissan LEAF and Renault ZOE, which are major models in the EV market, as well as its Mitsubishi Outlander PHEV, which is performing well in the electric SUV segment. The OEM is aiming for practical realization of its EV-exclusive common platform by 2020 and will adopt it for 70% of its EVs by 2022. PSA also plans to develop a platform exclusively for electric vehicles and will release 7 PHVs and 4 EVs featuring this platform by 2021.

Following the release of its Model 3, Tesla, which leads the luxury EV market segment, plans to release its Model Y compact SUV, and will mass-produce affordable EVs. Furthermore, the automaker plans to expand its EV lineup to feature semi-truck trailers, pickup trucks, and minibuses.

 



BMW: 25 electric vehicles by 2025, deployment of its electric vehicle exclusive i Series

Strategy Number One > Next

In March 2016, BMW announced its "Strategy Number One > Next" plan, which will reflect the OEM's focus on developing EVs and autonomous driving technology. The automaker predicts that by 2025, plug-in electric vehicle sales will account for 15 to 25% of BMW and MINI brand's total vehicle sales. At the 2017 IAA Frankfurt Motor Show, BMW announced that by 2025 it would release 25 electric vehicles, of which 12 will be EVs. All models will feature a flexible vehicle structure that can support both EV and PHV versions and will construct a production system capable of producing internal combustion engine (ICE) vehicles, EVs, and PHVs on the same production line.

 

BMW to expand its lineup of EVs and PHVs primarily through its i Series and the MINI brand

BMW is expanding its lineup of electric vehicles through its i Series sub-brand. Following the release of the i3 compact EV, BMW released the i8 PHV sports car primarily in the European and US markets. By 2021, the brand is scheduled to release the iNEXT EV featuring Level 3 autonomous driving technology and next-generation electrification technology. Furthermore, the group will also release EV models of the next generation BMW X3 and various MINI models.

 

BMW i
i3 Addition of a 33kWh/94Ah battery in the 2017 model. The i3s sport model was released in November 2017.
i8 Release of the i8 Roadster scheduled for May 2018.
iNext The iNext EV features autonomous driving technology and digital connectivity, and is scheduled for release in 2021.
i Vision Dynamics BMW's i Vision Dynamics announced at the 2017 IAA Frankfurt Motor Show is a concept car that demonstrates its future electric vehicle models. The vehicle is placed between the BMW i3 and i8 and has a driving range of 600 km on a full charge. The vehicle is expected to go on sale in 2021.

 

MINI
Countryman Plug-in Hybrid The Countryman Plug-in Hybrid is MINI's first PHV, released in June 2017.
Electric Concept The Electric Concept is MINI's first EV, announced at the 2017 IAA Frankfurt Motor Show. The production model is scheduled for release in 2019.

 

BMW i Vision Dynamics concept MINI Electric Concept
BMW i Vision Dynamics concept MINI Electric Concept

 

BMW Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
BMW i3 B EV 21,707 23,675 27,863 USA, Norway, Germany, UK
BMW 3 Series D PHV 98 9,445 13,769 UK, USA
BMW X5 SUV (Class E) PHV 1,862 11,118 10,682 USA, Belgium, Norway, UK
BMW 2 Series C PHV 165 5,652 10,105 Germany, Norway, UK
BMW 5 Series E PHV - - 9,581 USA, UK, Germany
MINI Countryman SUV (Class C) PHV - - 3,950 UK, France, Belgium, Norway, USA
BMW 7 Series F PHV - 858 2,011 USA, UK, Germany, Belgium
BMW i8 F PHV 5,288 3,637 1,616 USA, UK, Germany

Source: MarkLines yearly sales figures by model

 

Related Reports:
BMW Electrification: Aims to launch 12 EV models by 2025 (Mar. 2018)
BMW Group: Accelerating electric mobility and automated driving ventures (Jul. 2016)
BMW i3 teardown report:
 Battery System (Apr. 2017)
 CFRP Life Module Vehicle Structure (Apr. 2017)
 Aluminum chassis frame (Oct. 2017)

 



Daimler: Scheduled release of 10 EV models by 2022, expansion of PHV and FCV models

By 2022, Daimler plans to release 10 EV models, with 15 to 25% of its global sales comprised of EVs. The OEM plans to expand the lineup of its EV-exclusive EQ sub-brand. In 2017, smart released an EV. Additionally, various Mercedes-Benz models will feature EV, PHV, and FCV versions.

 

Mercedes-Benz EQ, sub-brand of EVs

Daimler announced its EV-exclusive sub-brand, Mercedes-Benz EQ at the 2016 Paris Motor Show. The brand will develop an EV-exclusive platform that can be used in various vehicle types including SUVs, sedans, and coupes. In the future, all Mercedes-Benz EVs and related products and services will be sold through the EQ brand. EQ brand vehicles will be produced in Germany, France, the U.S., and China.

Generation EQ Concept The Generation EQ Concept was announced at the 2016 Paris Motor Show and is a SUV coupe featuring the newly developed EV platform. Mass-production of the model is scheduled to begin by 2020.
Concept EQA The Concept EQA is an EV exhibited at the 2017 IAA Frankfurt Motor Show, scheduled for release in 2019.
EQC The EQC is the first production model from the EQ brand. The model is scheduled for production in 2019 at the Bremen plant in Germany.
smart vision EQ fortwo The smart vision EQ fortwo was exhibited at the 2017 IAA Frankfurt Motor Show and proposes the future direction of the EQ brand, fully featuring elements of Daimler's CASE (connected, autonomous driving, sharing, and electric) strategy.

 

Mercedes-Benz

All model series from Mercedes-Benz's passenger vehicles will feature at least 1 electric version. The brand plans to release a total of 50 electric versions of its models. EVs will feature the EQ badge.

As for commercial vans, in the second half of 2018 the OEM will release the Vito mid-size van, and in 2019 release the Sprinter large-size van and the Citan EV, an OEM-supplied version of the Renault Kangoo.

E350e The E350e is an E-Class PHV, released in 2017.
eVito The eVito is a mid-size EV van scheduled for release in the second half of 2018.
Concept IAA The Concept IAA is a 4-door PHV coupe exhibited at the 2015 IAA Frankfurt Motor Show. The vehicle is scheduled for release in 2018.
GLC F-Cell Mercedes-Benz announced the GLC F-Cell, the world's first vehicle to combine fuel cell batteries and plug-in hybrid technology, at the 2017 IAA Frankfurt Motor Show.

 

smart

From 2020, smart will sell only EVs in Europe and the U.S.

fortwo electric drive The fortwo electric drive is an EV smart fortwo. The vehicle was released as a coupe in the U.S. and Europe in spring of 2017, and as a cabriolet in the summer of the same year.
forfour electric drive The forfour electric drive is an EV smart forfour released in Europe in spring 2017.

 

Mercedes-Benz GLC F-Cell smart vision EQ fortwo
Mercedes-Benz GLC F-Cell smart vision EQ fortwo

 

Daimler Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Mercedes-Benz GLC-Class
(GLK-Class)
SUV
(Class D)
PHV - 1,582 10,313 Norway, Germany, France, Belgium
Mercedes-Benz C-Class D PHV 3,869 5,915 5,236 Norway, Germany, USA, UK
smart fortwo A EV 2,038 814 4,927 Germany, France, USA
Denza Denza C EV 2,958 2,287 4,713 China only
Mercedes-Benz C-Class D HV 631 6,148 3,606 UK
Mercedes-Benz B-Class MPV EV 2,246 3,965 3,202 Norway, USA, Germany
Mercedes-Benz E-Class E PHV - 1,137 2,887 UK, Germany
Mercedes-Benz GLE-Class
(M-Class/ML-Class)
SUV
(Class E)
PHV 63 1,463 1,642 USA, Germany, Norway, Belgium
smart forfour B EV - - 1,367 Germany, France
Mercedes-Benz S/CL-Class F PHV 274 1,314 1,144 USA, Germany, UK

Source: MarkLines yearly sales figures by model

 

Related Reports:
Daimler: all-electric vehicles to account for 15-25% of total unit sales by 2025 (Jan. 2018)

 



VW: Aiming for 30 or more EVs and annual vehicle sales of 2 to 3 million vehicles by 2025

Volkswagen Strategy 2025

In June 2016, the VW Group announced that as part of its Volkswagen Strategy 2025 mid-term management strategy, it would increase the percentage of its annual sales volume of EVs by 20 to 25%. The Group plans to release 30 or more EV models and sell 2 to 3 million EVs annually by 2025.
Volkswagen also announced in March 2018 that it plans to produce electric vehicles in 16 locations globally by the end of 2022. Currently, EVs are assembled at 3 locations, and VW will introduce EV production equipment at 9 more locations in the next 2 years.

In September 2017, Volkswagen announced it would singularly invest EUR 6 billion over the next 5 years for the release of electrified vehicles. The OEM will release 3 EV models by 2020, and 23 EV models by 2025, and is aiming to sell 1 million EVs annually by 2025.
In accordance to the Volkswagen brand's strategy, "Transform 2025+," announced in November 2017, from 2018 to 2022 the brand will invest a total of EUR 22.8 billion in its plants around the world for the development of modular production and the release of e-mobility products. The main EV production plant in Zwickau, Germany, will receive a EUR 1 billion investment to mass-produce EVs that feature the EV-exclusive MEB platform.

 

VW I.D. Series

VW's I.D. series of next-generation EVs will feature the VW Group's MEB (Modularer Elektrifizierungsbaukasten, Modular Electric Platform) shared EV-exclusive platform. In 2020, the OEM plans to release the I.D. compact vehicle and the I.D. CROZZ SUV. The vehicles are scheduled to be released simultaneously in Europe, China, and the U.S., while the SUV and the compact vehicle will be the first production models in the U.S. and Europe, respectively. The OEM expects to produce 100,000 of the I.D. in 2020. In 2022, VW will release the I.D. BUZZ microbus, and will add a sedan to its lineup in the future.

I.D. VW announced its I.D. compact EV concept vehicle at the 2016 Paris Motor Show. The vehicle features the VW Group's MEB platform and is scheduled for release in 2020.
I.D. BUZZ The I.D. BUZZ is an EV microbus, which was exhibited at the 2017 NAIAS Detroit Motor Show. The vehicle is scheduled for release in 2022.
I.D. CROZZ The I.D. CROZZ SUV was exhibited at the 2017 Shanghai Motor Show, while the I.D. CROZZ II was exhibited at the 2017 IAA Frankfurt Motor Show. The vehicle is a concept EV featuring autonomous driving technology, scheduled for release in 2020.
I.D. VIZZION The I.D. VIZZION was exhibited at the 2018 Geneva Motor Show. Being a fully automated vehicle, it is not equipped with a steering wheel, and operation of the vehicle is controlled by AI technology by means of commands given by voice-recognition and gesturing technologies.

 

Audi e-tron Series

e-tron quattro concept The e-tron Quattro Concept is a full-size EV SUV concept that was exhibited at the 2015 IAA Frankfurt Motor Show. The vehicle is scheduled for release in 2018.
e-tron Sportback concept The e-tron Sportback Concept is a full-size EV sedan concept exhibited at the 2017 Shanghai Motor Show, scheduled for release in 2019.
Elaine The Elaine was exhibited at the 2017 IAA Frankfurt Motor Show. The vehicle utilizes the designs from the e-tron Sportback, and is a design concept that takes Level 4 autonomous driving, a technology that will be realized in the near future, into consideration.

 

Volkswagen I.D. Crozz II Audi e-tron quattro concept
Volkswagen I.D. Crozz II Audi e-tron quattro concept

 

VW Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
VW Golf C EV 4,700 10,393 15,817 Norway, USA, Germany
VW Passat
(Santana)
D PHV 3,437 12,943 12,844 Sweden, Norway, Germany, UK
Audi A3 C PHV 4,707 10,682 10,940 Germany, USA, Norway
VW Golf C PHV 8,584 10,700 8,750 Norway, UK, Germany
Porsche Panamera F PHV 504 878 3,667 Germany, Belgium, UK
Audi Q7 SUV (Class E) PHV - 3,791 3,521 Norway, Germany, Belgium
Porsche Cayenne SUV (Class E) PHV 2,222 4,852 3,468 USA, UK, Belgium
VW up! A EV 490 2,355 2,607 Germany, Norway

Source: MarkLines yearly sales figures by model

 

Related Reports:
VW Group (Part 2): implementing new "Together - Strategy 2025" plan (Jul. 2017)
VW Group (Part 1): 2017 sales revenue to increase by up to 4% (Jun. 2017)

 



Renault-Nissan-Mitsubishi: Aiming for global sales of 14 million vehicles by 2022 and 30% electrified vehicles

Alliance 2022

In September 2017, the Renault–Nissan–Mitsubishi alliance announced its "Alliance 2022" 6-year plan, aiming for global sales of 14 million vehicles by 2022, and sales of USD 240 billion. The Alliance will not only release 12 full EVs, and feature autonomous driving technology on 40 models, but also aims to enter the dispatching service business using unmanned vehicles. New motors and batteries for EVs will be developed and shared among the Alliance. The Alliance plans to strengthen its position as the leader in the EV region.

By 2020 ・Realize a common platform exclusively for EVs that can be applied to multiple segments. By 2022, 70% of EVs will be based on the common platform.
・Release a new EV motor and battery and share among the Alliance.   
By 2022 ・Release 12 full EVs, and release EVs in all major segments in the Japanese, U.S., Chinese, and European markets. The alliance expects that of its global sales of 14 million vehicles in 2022, roughly 30% will be electrified vehicles, including EVs.
・Achieve a driving range of 600 km (NEDC mode) with EVs. Reduce the cost of lithium-ion batteries by 30% (in comparison to 2016).
・Increase the driving range from a 15 minute quick-charge from 90 km in 2016 to 230 km (NEDC mode).

 

Renault: Acceleration of higher output models of its major EVs such as the ZOE and Kangoo

Renault has released high-performance, high-output models such as the ZOE and Kangoo continually, primarily in France and the European market. At recent motor shows, the OEM has exhibited its TREZOR EV sports car, and the EZ-GO ride share EV.

ZOE Renault exhibited the high-performance version of its ZOE, the ZOE e-Sport Concept, at the 2017 Geneva Motor Show. The model is capable of accelerating from 0-100 km/h (62 mph) in 3.2 seconds.
The 2018 model ZOE features the R110 80 kW electric motor. The R110 is also supplied to the Daimler Group's smart models.
Kangoo Z.E. In the summer of 2017, Renault released the Z.E. 33, which features a 33 kWh lithium-ion battery.
TREZOR EV GT CONCEPT The TREZOR EV GT Concept is a two-seat EV tourer, exhibited at the 2016 Paris Motor Show. The vehicle features a motor developed based on its Formula E machine.
EZ-GO The EZ-GO was exhibited at the 2018 Geneva Motor Show. The vehicle is an EV for ride sharing services, and features Level 4 autonomous driving technology.

 

Renault ZOE e-Sport Concept Renault TREZOR EV GT CONCEPT
Renault ZOE e-Sport Concept
(2017 Geneva International Motor Show)
Renault TREZOR EV GT CONCEPT
(2017 Geneva International Motor Show)

 

Nissan M.O.V.E. to 2022: Development of a new EV based on the new LEAF, further usage of e-POWER

In November 2017, Nissan Motor Company announced its "Nissan M.O.V.E. to 2022" mid-term plan, and in March 2018, announced its electrification strategy as part of its plan. By FY 2022, the OEM aims to sell a combined total of 1 million vehicles annually of its 100% EVs and vehicles featuring e-POWER. Nissan anticipates that the sales percentage of its EVs and electric vehicles including those featuring e-POWER will reach 40% in Japan and Europe by 2022, 50% by 2025, and in the U.S. 20 to 30% by 2025, with China also expecting to reach 35 to 40% by the same year. The following are the detailed measures the automaker plans on executing:

  • Develop 8 EVs based on the new LEAF
  • Actively release EVs through various brands in China
  • Release an EV mini car in Japan
  • Release a global crossover EV inspired by the IMx concept car
  • Electrify new INFINITI models to be introduced from FY 2021

Nissan plans to release affordable EVs such as a C-segment EV utilizing technology nurtured through the new LEAF, as well as an EV based on an A-segment SUV platform. The Venucia brand will also release 2 EV variants. Furthermore, the OEM will feature e-POWER technology currently available on the Note and Serena in Japan on more models. INFINITI will release EVs or vehicles featuring e-POWER technology on new vehicles after FY 2021 and expects more than half of its global vehicle sales by 2025 to be electrified vehicles.

Nissan already has established the LEAF at the core of its EV development efforts and is currently aiming to increase its output and extend driving range, as well as feature equipment such as autonomous driving technology. Additionally, the OEM released the Note and Serena featuring the e-POWER series hybrid system in Japan, greatly increasing the sales of electrified vehicles. In the future, the automaker will develop engines exclusively for powering e-POWER and will aim to improve thermal efficiency by 50%. The IMx EV crossover concept also features advanced autonomous driving technology.

LEAF The new LEAF was released in October 2017. The vehicle features the ProPILOT autonomous driving technology, the ProPILOT Park autonomous parking technology, and the e-Pedal system, which allows drivers to start from a stop, accelerate, decelerate, and stop using only the accelerator pedal.
Nissan exhibited the high-performance Leaf Nismo Concept at the 2017 Tokyo Motor Show. The vehicle is scheduled for release in the second half of 2018.
Note e-POWER The second-generation Note e-POWER version was released in November 2016. The high-performance model Note e-POWER NISMO was added to the lineup in December of the same year.
Serena e-POWER The e-POWER technology featured on the Note was adopted for the Serena, which was released in March 2018.
IMx The IMx is an EV crossover concept exhibited at the 2017 Tokyo Motor Show, featuring advanced autonomous driving technology. The vehicle has a driving range of 600 km or more on a single charge. The IMx KURO, which features a fully redesigned exterior, was exhibited at the 2018 Geneva Motor Show. The vehicle features B2V (Brain to Vehicle) brainwave detection driver support technology.

 

Mitsubishi: Promotion of global expansion of electric SUVs based on the Outlander PHEV

Mitsubishi Motors joined the alliance in October 2016. The automaker is expected to play a central role in the expansion of sales in the ASEAN region and the electrification of SUV models. Sales of its mainstay model, the Outlander PHEV, are doing particularly well in Europe. By 2020, the OEM will release a PHV version of the Eclipse Cross compact SUV and will actively advance the global deployment of its electric SUVs.

Outlander PHEV Mitsubishi plans to release an updated model of its Outlander PHEV in the summer of 2018 in Japan and Europe.
eX Concept The eX Concept is a compact SUV EV exhibited at the 2015 Tokyo Motor Show. The vehicle is scheduled for release in 2020.
e-EVOLUTION CONCEPT The e-EVOLUTION CONCEPT is an SUV EV exhibited at the 2017 Tokyo Motor Show. The vehicle combines and advances EV technology with all-wheel drive control technology. Additionally, the vehicle newly features AI technology.

 

日産IMx 三菱e-EVOLUTION CONCEPT
Nissan IMx Mitsubishi e-EVOLUTION CONCEPT

 

Renault-Nissan-Mitsubishi Alliance major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Nissan Note MPV EV (e-POWER) - 19,842 90,299 Japan only
Nissan Serena MPV HV 51,408 61,966 80,123 Japan only
Nissan Leaf C EV 39,813 48,772 45,914 Japan, USA, UK, Norway, France
Renault ZOE B EV 17,104 21,707 31,328 France, Germany, Norway
Mitsubishi Outlander SUV (Class D) PHV 23,080 25,961 22,828 UK, Norway, Japan, Sweden, Germany
Nissan X-Trail SUV (Class C) HV 17,948 17,532 13,053 Japan only
Mitsubishi Delica D:2 Unclassified HV 460 7,543 7,250 Japan only
Nissan Murano SUV (Class D) HV - 63 2,997 China, Korea
Renault Kangoo Unclassified EV 69 3,001 2,836 France
Nissan NV200 Unclassified EV 906 1,985 2,473 UK, France
Renault Samsung SM3 C EV 1,043 623 2,014 Korea only
Infiniti Q50 D HV 4,295 2,607 1,662 USA, Korea
Nissan Skyline D HV 3,185 2,139 1,620 Japan only
Nissan Rogue SUV (Class C) HV - - 1,066 USA only
Renault Twizy Unclassified EV 25 42 739 Korea
Mitsubishi i-MiEV A EV 1,124 817 694 Norway, Japan, France
Nissan/Infiniti Fuga/Q70 E/F HV 1,784 1,111 637 Japan, USA
Nissan Pathfinder SUV (Class D) HV 2,245 816 389 USA only
Infiniti QX60 (JX) SUV (Class E) HV 2,357 1,115 298 USA
Venucia Venucia C EV 1,127 1,916 4 China only

Source: MarkLines yearly sales figures by model

 

Related Reports:
Evolving EV Technologies; Nissan and Honda Approaches to Electrification (Mar. 2018)
Renault-Nissan-Mitsubishi Alliance: Projecting sales of 14 million units in 2022 (Oct. 2017)
Nissan's EV Strategy: Introduce EVs in all major vehicle segments by 2022 (Sep. 2017)

 



PSA: Release of 7 PHV models and 4 EV models by 2021

PSA announced its EV strategy in May 2016. The OEM will develop two electric vehicle platforms, and will release vehicles featuring these platforms starting in 2019. By 2020, PSA aims to reduce CO2 emissions to less than 100 g/km in 60% or more of its product lineup, as well as achieve average CO2 emissions of 91 g/km in the same year. By 2021, the automaker plans to release 7 PHV models and 4 EV models.

EMP2 Efficient Modular Platform
PSA will develop a C and D-segment PHV and release them starting in 2019. The vehicles will feature a drive battery with a volume of 12 to 13 kWh, and aim for an EV driving range of 60 km.
CMP Common Modular Platform
The CMP is developed jointly with Dongfeng Motor. The platform is slightly smaller than the EMP2 platform and is targeted at B and C- segment vehicles. Vehicles based on this platform will be released starting in 2019. PSA is developing the e-CMP electric vehicle platform and will feature it on 4 EV models from 2019 to 2021. The vehicles will feature a 50 kWh battery, and are targeted to have a range of 450 km on a single charge.

 

PSA primarily sells compact EVs in France. In 2017, the OEM released EV versions of its compact vans, the Peugeot Partner and Citroen Berlingo. At recent exhibitions, the automaker has also showcased PHV and EV concept vehicles using the aforementioned EV-exclusive platform.

 

Peugeot

Partner Electric The Partner Electric is a compact EV commercial vehicle co-developed with Mitsubishi Motors. In September 2017, Peugeot released the Partner Tapee Electric five-seat compact EV van, which shares a common powertrain.
Quartz The Quartz is a concept compact PHV SUV that features the EMP2 platform. The vehicle is scheduled for release after 2018.
FRACTAL The FRACTAL is a compact EV concept exhibited at the 2015 IAA Frankfurt Motor Show.

 

Citroen

E-Berlingo Multispace The E-Berlingo is an EV version of the Berlingo compact van released in May 2017. The vehicle shares its powertrain with the Partner Electric.
Aircross concept The Aircross concept is a compact PHV SUV exhibited at the 2015 Shanghai Motor Show.

 

DS

DS7 Crossback The DS7 Crossback is a PHV version of the DS7, exhibited at the 2017 Geneva Motor Show. The vehicle is scheduled for release in 2019.
DS E-TENSE The DS E-Tense is an EV sports car exhibited at the 2016 Geneva Motor Show.

 

Peugeot Quartz DS7 Crossback
Peugeot Quartz
(Source: PSA)
DS7 Crossback
(2017 Geneva International Motor Show)

 

PSA Group major electrified models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Peugeot iOn A EV 890 1,893 1,503 France, Germany, Norway
Citroen C-ZERO A EV 648 1,834 1,158 France, Germany, Spain
Peugeot Partner Unclassified EV - 485 1,038 France
Citroen Berlingo Unclassified EV 5 306 646 France
Citroen E-Mehari A EV - 536 295 France
DS DS5 D HV - 530 189 France
Peugeot 508 D HV 23 1,496 149 France
Peugeot 3008 MPV HV 157 397 - France

Source: MarkLines yearly sales figures by model

 

Related Reports:
PSA: Achieved 2021 operating margin target ahead of schedule, shifting to an aggressive stance (Jun. 2017)

 



Tesla: Leading the luxury EV market, plans to expand its EV lineup

In its July 2016 mid-term plan (Part 2), Tesla announced it would expand its lineup of EVs and enter all major segments. The automaker plans to release the Model Y, a new compact SUV based on the Model 3, in 2019. In November 2017, Tesla announced overviews of its "Semi" semi-truck trailer (scheduled for release in 2019), as well as its new Roadster (scheduled for release in 2020). Additionally, the OEM plans to release a pickup truck and a minibus that use the same platform as the Model X.

Model S The Model S is an EV sedan released in 2012.
Model X The Model X is an SUV based on the Model S, released in 2015.
Model 3 The Model 3 is a mass-market EV, released in July 2017.
Model Y The Model Y is a new compact SUV, scheduled for release in 2019. The vehicle uses the same platform as the Model 3.
New Roadster The new Roadster is a 2+2 seat sports car, scheduled for release in 2020.

 

Tesla developed the luxury EV market with its advanced release of its Model S and Model X, giving the OEM a massive lead in the North American and European markets in the segment. In July 2017, the automaker released the affordable Model 3, but as the automaker is currently challenged with the advanced automation of its manufacturing process, the production of battery modules has bottlenecked, resulting in delays to its production pace (as of February 2018).

Model 3 Model X
Model 3 (Source: Tesla) Model X

 

Tesla EV models (Sales volume: units)

Brand Model Segment EV/HV/
PHV/FCV
2015 2016 2017 Top-selling country
Tesla Model S E EV 39,536 40,569 43,656 USA, Norway, UK, Germany, Netherlands, Canada, Switzerland
Tesla Model X SUV (Class E) EV 208 22,821 35,334 USA, Norway, UK, Canada, Netherlands, Germany
Tesla Model 3 D EV - - 1,771 USA
Tesla N/A Unclassified EV 4,096 89 400 Norway, New Zealand, Luxembourg

Source: MarkLines yearly sales figures by model

 

Related Reports:
Tesla releases Model 3, but delays production ramp-up plans (Jan. 2018)

 



Sales Forecast by LMC Automotive: Global Hybrid and EV Forecast

According to LMC Automotive's sales forecast (second half of 2017), the global sales for passenger vehicles* in 2018 totaled roughly 87 million vehicles, and is expected to exceed 100 million vehicles in 2025. The percentage of internal combustion engine vehicles (IC Only) is also expected to drop from over 90% in 2018 to approximately 70% in 2025.
*North American light vehicle market and passenger vehicles from other markets

As for electric vehicles, battery electric vehicles (BEV) and mild-hybrid vehicles using a 48V system (MHEV (48V)) will increase rapidly. Plug-in hybrid electric vehicles (PHEV) and full-hybrid electric vehicles (FHEV) are also expected to see steady growth.

電動車のグローバル市場予測

PFCEV: Plug-in fuel cell electric vehicle PHEV: Plug-in hybrid electric vehicle
FCEV: Fuel cell electric vehicle FHEV: Full hybrid electric vehicle
EREV: Extended range electric vehicle MHEV(48V): Mild hybrid electric vehicle (48V)
BEV: Battery electric vehicle MHEV: Mild hybrid electric vehicle
IC Only: Internal combustion only

Note: All rights reserved. Reproduction of any data will require permission of LMC Automotive.
For more detailed information or inquiries about forecast data, please contact LMC Automotive.



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Keywords
BMW, Daimler, VW, Renault, Nisan, Mitsubishi, PSA, Tesla, electrification, electric vehicles, EV, PHV, HV, FCV, IC, Plug-in, hybrid, fuel cell, internal combustion

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