＜調査対象＞
●日本自動車メーカー8 社
●欧米中国韓国自動車メーカー14 社
●EV 新規参入メーカー5 社
●HEV、PHEV、EV、FCV関連部品
(16 品目)
駆動用モータジェネレータ、インバータ、パワーデバイス、平滑コンデンサ
DC-DC コンバータ、マネジメント ECU、電流センサ、高電圧ケーブル、駆動用バッテリ
燃料電池(FC スタック)、水素タンク、電動車用暖房機構、車載充電器、急速充電器
普通充電器、ワイヤレス給電

＜調査方法＞
弊社専門調査員による直接面接取材を基本とし、適宜弊社データベースを併用した

＜調査期間＞
2023 年 2 月～2023 年 6 月

＜注＞
●各カテゴリーの数値に「年度」と記載がない場合はすべて年次ベース(1 月～12 月）とした
●本調査資料における集計表内の構成比(％）は小数点第 2 位以下を四捨五入して合計しているため、合計値が 100.0％にならない場合がある
●数値(数量、金額、比率)が僅少の場合は、「△」と表記した
●本調査資料のデータは、車両データは販売ベース、部品市場のデータは生産ベースの数量金額で捉えている

＜対象カテゴリー＞
カテゴリー内容
HEV(乗用車)
●ストロングハイブリッド乗用車を対象とする
●12V マイルドハイブリッド車、24V マイルドハイブリッド車は対象外(内燃車に含む)とし
48V マイルドハイブリッド車は電動車の別カテゴリーとして別掲する
●日産自動車「ノート e-POWER」およびその派生車を含む
PHEV(乗用車) ●プラグインハイブリッド乗用車を対象とする
●レンジエクステンダー車を含む
EV(乗用車) ●EV 乗用車を対象とする
●超小型モビリティ(低速 EV/マイクロ EV)は含まない
FCV(乗用車) ●FCV 乗用車を対象とする
48V 車
(乗用車) ●48V マイルドハイブリッド乗用車を対象とする
HEV、PHEV、EV、FCV
関連部品
●HEV、PHEV、EV、FCV 用の部品のうち乗用車向けのみを対象とする

＜エリア区分＞
エリア国地域名
日本日本
北米米国、カナダ、メキシコ
欧州 EU27 カ国＋英国＋EFTA4 カ国
中国中国(香港、台湾を含まない)
ASEAN 東アジアインドネシア、カンボジア、シンガポール、タイ、フィリピン、ブルネイ、ベトナム、マレーシア、ミャンマー、ラオス、韓国、台湾、香港、モンゴル
その他上記以外の国

＜車種名の表記＞
車種名は可能な限り正式名称を記載しているが、紙面のスペースの関係や、同一車種名でグレード展開している場合などで、省略して表記している場合がある。また、同一車種名で異なるパワートレインを展開している場合は、便宜上、車種名の後に PHEV、EV などを記載して区分した
(例）「Sonata Plug-in Hybrid」→「Sonata PHEV」
「カローラハイブリッドグレード」→「カローラ HV」または「カローラハイブリッド」
「Volvo XC40」→「Volvo XC40 PHEV」「Volvo XC40 EV」

＜略称一覧＞
略称正式名称
トヨタトヨタ自動車
日産日産自動車
北汽新能源北京新能源汽車(BJEV：Beijing New Energy Vehicle)
ホンダ本田技研工業
三菱自三菱自動車工業
BMW Bayerische Motoren Werke
BYD 比亜迪自動車販売(BYD Auto)
CATL 寧徳時代新能源科技(Contemporary Amperex Technology)
Ford Ford Motor
GM General Motors
Hyundai Hyundai Motor Group
吉利/Volvo 吉利汽車/Volvo Cars
Jaguar Land Rover Jaguar Land Rover Automotive
Kia Kia Motors
NIO 上海蔚来汽車
Tata Tata Motors
Volvo Volvo Cars
VW Volkswagen
Envision AESC 远景动力
48V M-HV 48V マイルドハイブリッド車
CNG 車圧縮天然ガス車
LPG 車 LP ガス車

＜目次＞
Ａ．総括編
１. HEV、PHEV、EV、FCV、48V マイルドハイブリッド車のワールドワイド市場長期展望 ························３
２.今後の EV 産業のシナリオ ··············································································5
1)EV 産業の長期シナリオ ···············································································5
2)電動車メーカーのビジネスモデルと今後 ·······························································5
3)エネルギー資源の比率変動による電動車 LCA 視点での CO2 排出量変化 ·····································6
３.HEV、PHEV、EV、FCV、48V マイルドハイブリッド車、内燃車のワールドワイド市場規模推移予測 ·············7
1)エリア別乗用車総市場 ···············································································7
2)タイプ別乗用車総市場 ···············································································8
3)電動車/内燃車別エリア別乗用車販売推移予測 ························································9
4)エリア別乗用車（HEV、PHEV、EV、FCV、48V マイルドハイブリッド車、内燃車）販売推移予測 ·············10
5)タイプ別乗用車（HEV、PHEV、EV、FCV、48V マイルドハイブリッド車、内燃車）販売推移予測 ·······12
４.販売台数ランキング ··················································································14
1)総合ランキング（内燃車含む） ······································································14
2)電動車ランキング ··················································································15
3)エリア×タイプ別ランキング（2022 年実績/販売台数ベース） ··························16
4)エリア×タイプ別ランキング（2035 年予測/販売台数ベース） ···························17
５－１.燃費/排ガス規制/エコカー優遇制度一覧 ····························································18
1)燃費規制 ··························································································18
2)排ガス規制 ························································································20
3)エコカー優遇制度 ··················································································23
５－２.主要国の燃費/排ガス規制 ·········································································27
1)日本 ······························································································27
2)米国 ······························································································31
3)欧州 ······························································································36
4)中国 ······························································································38
5)インド ····························································································41
６.主要国のエコカー優遇制度 ············································································42
1)日本 ······························································································42
2)米国 ······························································································45
3)欧州 ······························································································48
4)中国 ······························································································51
5)インド ····························································································51
７.業界マップ ··························································································52
８.主要企業によるアライアンス提携状況 ··································································53
９.最新技術と注目トピックス ············································································56
1)プラットフォーム ··················································································56
2)eAxle ·····························································································58
3)バッテリ採用動向（次世代電池の採用動向） ···························································59
4)バッテリ電圧（800V および 1,200V の採用動向） ························································60
5)ASSY 部品統合状況 ················································································61
6)地産地消 ··························································································62
7)e-fuel/バイオ燃料 ·················································································63
１０.主要国におけるカーボンニュートラルへの取り組み ······································64
1)主要国におけるカーボンニュートラル目標 ····························································64
2)主要国における電動化目標 ··········································································66
3)自動車メーカーにおけるカーボンニュートラルへの取り組み状況 ········································67
１１.充電インフラ設置動向 ··············································································69
1)主要国における公共用充電ステーション数の実態 ······················································69
2)主要国における公共用急速充電器ストック数の実態 ····················································70
3)主要国における公共用普通充電器ストック数の実態 ····················································71
１２.主要自動車メーカーの部品調達マップ ································································72
１３.品目別主要プレイヤ一覧 ············································································81
Ｂ. 地域タイプ別編
１－１. 日本····························································································89
１－２. 北米 ···························································································95
１－３. 欧州···························································································102
１－４. 中国 ··························································································108
１－５. ASEAN東アジア ···············································································112
１－６. その他 ························································································116
２－１. HEV ···························································································121
２－２. PHEV ··························································································124
２－３. EV·····························································································127
２－４. FCV ···························································································130
２－５. 48V マイルドハイブリッド車 ····································································133
２－６. 内燃車 ························································································136
Ｃ. 自動車メーカー事例編
国内メーカーの動向
１. トヨタ自動車·······················································································143
２. 本田技研工業 ······················································································151
３. 日産自動車·························································································159
４. スズキ ····························································································167
５. マツダ ····························································································174
６. ダイハツ工業 ······················································································180
７. 三菱自動車工業 ····················································································186
８. SUBARU ····························································································192
海外メーカーの動向
９. GM·································································································201
１０. Ford ····························································································208
１１. Tesla····························································································214
１２. VW Group ························································································220
１３. Stellantis ······················································································228
１４. BMW ·····························································································236
１５. Renault ·························································································243
１６. Mercedes-Benz Group ·············································································250
１７. 吉利汽車/Volvo Cars ·············································································257
１８. 上海汽車集団 ····················································································265
１９. 広州汽車集団 ····················································································271
２０. BYD ·····························································································278
２１. NIO ·····························································································286
２２. Hyundai Motor Group ·············································································293
EV 新規参入メーカーの動向
２３. ソニーグループ···················································································303
２４. 百度/上海集度汽車 ···············································································305
２５. 阿里巴巴集団·····················································································307
２６. 華為技術 ························································································309
２７. 鴻海精密工業 ····················································································311

【共通調査項目】
Ｂ－１
1. 車両普及政策目標
2. 燃費/排ガス規制とエコカー優遇制度
3. タイプ別市場規模/電動化率推移予測
4. メーカー別販売実績推移予測
5．パワートレイン別メーカーシェア
Ｂ－２
1. 販売台数推移予測
2. メーカー別販売実績推移予測
3. エリア別メーカーシェア
【共通調査項目】※一部の品目で異なることがある
1. 2030 年に向けた自動車事業戦略
2. 自動車販売台数および電動化率推移予測
3. 車種別投入計画
4. パワートレイン×エリア別販売台数推移予測
5. 生産体制および設備投資費推移
6. R&D 体制および研究開発費推移
7. 最新技術ビジネスの取組状況
Ｄ. HEV、PHEV、EV、FCV 関連部品市場編
１. 駆動用モータジェネレータ·········································································315
２. インバータ ························································································323
３. パワーデバイス·····················································································330
４. 平滑コンデンサ ····················································································335
５. DC-DC コンバータ ··················································································339
６. マネジメント ECU ··················································································344
７. 電流センサ ························································································350
８. 高電圧ケーブル ····················································································356
９. 駆動用バッテリ·····················································································361
１０. 燃料電池（FC スタック） ·········································································373
１１. 水素タンク·······················································································376
１２. 電動車用暖房機構 ················································································379
１３. 車載充電器 ······················································································384
１４. 急速充電器 ······················································································389
１５. 普通充電器 ······················································································394
１６. ワイヤレス給電···················································································398

【共通調査項目】※一部の品目で異なることがある
1. 製品概要／定義
2. 生産市場規模推移予測
3. マーケットシェア
4. 価格動向
5. サプライヤ別主要供給先
6. 参入プレイヤ動向
7. 将来技術への展望と課題

<报告标题>
●2023 年版 HEV,EV 関連市場徹底分析調査
<方法论>
●部分电话访谈是我们的专家调查员通过对目标公司（入围公司、关联公司等）的直接或在线访谈进行的。除非特别说明出处，否则这些数字均基于富士经济的研究
<调查期间>
●2023 年 2 月～2023 年 6 月
<版本>
●2023年７月７日
<页数>
●315 页
<研究与生产>
●富士经济株式会社
<价格>
●CDR；240,000日元
●本：200,000日元
<咨询销售>
●中联富士绖済咨询有限公司
北京市朝陽区建国路89号　華貿中心4号楼
TEL:86-10-6530-7164

2023 年版 HEV,EV 関連市場徹底分析調査
発行日 2023 年 7 月 7 日
調査編集インダストリアルソリューション事業部
書籍版 209,000円（税抜190,000円）
書籍/PDF+データ版セット 253,000円（税抜230,000円）
ネットワークパッケージ版 418,000円（税抜380,000円）
発行人菊地弘幸
発行所株式会社富士経済