Electric Vehicles in Defense – Thematic Intelligence

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Electric Vehicles in Defense Thematic Report Overview

The growth of electric vehicles (EVs) in the consumer automotive market over the past decade has accelerated interest from the defense sector regarding potential benefits and commercial opportunities provided by battery electric vehicles and hybridized vehicle designs. As the pressure for military modernization encounters increasingly pressing environmental sustainability objectives, military and defense industry officials are highlighting the geostrategic benefits of electrification in land vehicle fleets. Moreover, government agencies are increasingly collaborating with companies throughout the EV value chain, with investments in areas such as platform design, battery technologies, energy infrastructure, logistical services, and manufacturing capabilities. Several automotive, energy, and technology firms are acceding to the defense market as demand for expertise provides opportunities for expansion into this sector.

The Electric Vehicles in Defense thematic intelligence report assesses how electric vehicles, combined with other emerging technologies, can be used across the defense value chain. It provides an overview of the current landscape and key players while highlighting opportunities for the use of electric vehicles in the future. The report provides an industry-specific analysis based on GlobalData databases and surveys.

Report Pages 68
Regions Covered Global
Value Chain ·        Batteries

·        Semiconductors

·        Auto Components

·        Assembly

·        Infrastructure and Services

Leading Consumer EV Companies ·        Arrival

·        Beijing Auto (BAIC)

·        BMW

Leading Defense Companies ·        Alkè

·        Arquus

·        BAE Systems

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Electric Vehicles in Defense – Key Trends

The main trends shaping the electric vehicles theme over the next 12 to 24 months are technology, macroeconomic, and regulatory trends.

  • Technology trends: Some of the key technology trends impacting the theme are the advent of 3D printing/additive manufacturing, demand for advanced materials, battery innovation, and the optimization of battery/power management systems (BMS/PMS).
  • Macroeconomic trends: The macroeconomic trends impacting the theme are growing geopolitical competition, rising defense budgets & industrial growth, rising procurement and R&D costs, and US-China supply relations.
  • Regulatory trends: Cross-industry expertise & joint development incentives, industrial consolidation, and dual-use and COTS technologies are the regulatory trends impacting the theme.

Electric Vehicles in Defense – Industry Analysis

The concept of electrified vehicles in the defense sector is gaining traction, but the market remains at the developmental stage and lacks sufficient procurement data to make accurate market sizing assessments. However, the market for commercial EVs has been operating for over a decade, undergoing continuous changes and permutations as investment in electrified propulsion has expanded.

The electric vehicles in defense industry analysis also covers:

  • Mergers and acquisitions
  • Patent trends
  • Hiring trends
  • Case studies
  • Timeline

EV Powertrains, 2016-2028 (%)

EV Powertrains, 2016-2028 (%)

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Electric Vehicles in Defense - Value Chain Analysis

The electric vehicles value chain is split into batteries, semiconductors, auto components, assembly, and infrastructure and services.

Batteries: Batteries can be further subdivided into battery raw materials, battery components, and battery cells. The main raw material inputs in the electric vehicle value chain comprise the metals used to make a battery’s components. The metal used depends on the battery technology. Li-ion battery technology is currently the dominant form used in electric vehicles today, although there are several variants of this technology in use around the world.

Electric Vehicles Value Chain Analysis

Electric Vehicles Value Chain Analysis

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Competitive Landscape

Some of the leading consumer EV companies are:

  • Arrival
  • Beijing Auto (BAIC)
  • BMW

Some of the defense companies associated with this theme are:

  • Alkè
  • Arquus
  • BAE Systems

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Defense Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.

The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.

The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.

The risk screen ranks companies within a particular sector based on overall investment risk.

Defense Sector Scorecard – Thematic Screen

Defense Sector Scorecard – Thematic Screen

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Scope

  • The key defense challenges that forces and defense sector suppliers face are covered.
  • The investment opportunities for armed forces, suppliers, and institutional investors across the whole military EV value chain are covered.
  • Highlights from the range of different military EV-related research and development programs currently being undertaken by various military organizations and defense companies.

Key Highlights

• Studies of emerging technological trends and their broader impact on the defense market.

• Analysis of the various military EV platforms, programs and projects currently under development, as well as the impact of emerging technologies such as battery technology and alternative fuel solutions on the future outlook of the military EV theme.

Reasons to Buy

  • Determine potential investment companies based on trend analysis and market projections.
  • Gaining an understanding of the market challenges and opportunities surrounding the electric vehicles in defense theme.
  • Understanding how spending on military EVs and related segments will fit into the overall market and which spending areas are being prioritized.

Arrival
BAIC
BMW
BYD
Dongfeng
FAW
Ford
Geely
Honda
Hyundai
Mazda
Mercedes-Benz
Nikola
NIO
Nissan
Renault
Rimac
Rivian
SAIC
Stellantis
Tesla
Toyota
Volkswagen
Alke
Arquus
BAE Systems
Babcock International
Canoo
GM
Iveco
Leonardo
QinetiQ
OstaraLab
Renk
Rheinmetall
Tatra
Texelis

Table of Contents

  • 1. Executive Summary
  • 2. Players
  • 3. Technology Briefing

    • 3.1. Electric vehicles – an overview
    • 3.2. Electrifies operations – transmortative or reductive

  • 4. Trends

    • 4.1. Technology trends
    • 4.2. Macroeconomic trends
    • 4.3. Regulatory trends

  • 5. Industry Analysis

    • 5.1. Market size & growth forecasts
    • 5.2. Mergers and acquisitions
    • 5.3. Patent trends
    • 5.4. Hiring trends
    • 5.5. Case studies
    • 5.6. Timeline

  • 6. Value Chain

    • 6.1. Batteries
    • 6.2. Semiconductors
    • 6.3. Auto components
    • 6.4. Assembly
    • 6.5. Infrastructure and services

  • 7. Companies

    • 7.1. Consumer EV companies
    • 7.2. Defense companies

  • 8. Sector Scorecards

    • 8.1. Defense sector scorecard

  • 9. Glossary
  • 10. Further Reading
  • 11. Our Thematic Research Methodology
  • 12. About GlobalData
  • 13. Contact Us

Frequently asked questions

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