electric vehicles in india challenges & opportunities · 2020. 9. 3. · hi hi lo lo lo hi e. e...
TRANSCRIPT
Electric Vehicles in India – challenges &
opportunities
Availability and awareness of EVs Small formats
MileageCharging time
Safety
Incentives, subsidy policyGovt. purchases of EVs
Creation of charging infrastructure
Low running costLower TCO as compared to ICE vehicles
Business drivers for the EV in India
Technology maturity
2
Hi Hi
Lo LoLo Hi
Volume
Quality / Tech.
Price
3-5 years 5 -10 years
Desired position for
the industry
Early
adopters
Industry reaches
critical mass
Early
majority
Late
majority
Innovators
EV adaption in India
3
O
1
2
3
OEM-Car maker
Technology Company
Critical parts supply line e.g.
battery
Car making or contract
manufacturing
Energy Management –charging infra,
grid management
etc.
Mobility
Data
Energy
Solution provider
EV - a paradigm change for the automotive
Tier
Tier
Tier
Traditional OEM New age OEM
4
Advantages of our EVs : usage in logistics supply chain
Producer/Supplier End CustomerFulfillment centerSorting center
Entire Middle and Last mile is replaced by EV
As of now situation :
delivery is done by heavy trucks .
Last mile by 2 wheelers
5
Advantage of EV in e-commerce business
Economic benefits and EV applications -example
Reefer box
Garbage carrier
3 Wheeler EV offers a cost advantage of around 15-20% over its IC engine counterpart
`
INR
Category Description Challenge Remarks
1. Technology Vehicle engineering Medium Vehicle needs to be designed around battery.
2.
Parts
Battery High Selection of chemistry, batterymanagement over life cycle.
3. Motors, controller, drivetrain
Medium Efficiency of motor and drivetrain are critical areas.
4. Power electronics Medium Power electronics design customised to EV.
5. Others Low Body parts etc.
Challenges for the EV : Supply side
7
Category Description Challenge Remarks
1. Technology Charging stations
High High cost of infrastructure.
2.
Economic
Financing High High interest cost, low priority.
3. After sale, dealership etc.
Medium Cost of traditional dealership model will be high in EV.
4. Govt. policies & external
factors
Low Concern areas : Lack of clarity from state to state, RTO level.
Subsidy claim etc.
Challenges for the EV : Demand side
8
9
Our revenue streams
Batteries VehiclesCharging Stations
Complete tech. solutions
Opportunities in EV mobility solutions
Opportunity size is more than $500 Bn.It is also an excellent opportunity to create
a global EV parts industry hub in India.
• Adopt vehicle engineering approach not assembler.
• Create a robust technology supply chain.
• Technology should be platform agnostic.
• Disrupt the market with innovative technology.
• Attract talent and investment.
For a successful EV business model