Let's talk about EV

Let’s talk about EV

Arthur Wang11/17/2012

Presented by Arthur Wang 2 11/17/12

About Me

Presented by Arthur Wang

4Global Oil & Gas Import Dependency

Unconventional gas will account for about half of the increase in global gas production to 2035, with most of this coming from the United States, Australia and China, according to IEA.

11/17/12

US Oil & Gas Production

11/17/12

Oil Price Factor

11/17/12

Our Options?

Many Options Exist

11/17/12

9New Energy Vehicle Required Components

11/17/12

10The EV Revolution has begun!

11/17/12

11EVs are Ready for Primetime!

11/17/12

Tesla’s Big Win Proves EVs Are Ready for Primetime“Electric vehicles have hit the tipping point of mainstream acceptance, and you naysayers just lost your last reason for hating the technology.

MotorTrend magazine’s unanimous decision to name the Tesla Model S its car of the year is more than a big moment for Tesla Motors. It’s a big moment for electric vehicles and, more importantly, internal combustion. The award follows similar nods from Automobile and Yahoo. (Yes, Yahoo does cars.) That only underscores just how good the Model S is, and how solid its underlying technology is. “Source: www.wired.com, 11/13/2012 By Damon Lavrinc

EV Market Players

11/17/12

3rd Party Forecast of EV Fleets in Different Regions

11/17/12

Forecasts are almost useless – they vary widely- Range from 2M to over 20M vehicles in 2020

Supply Forecasts

11/17/12

15Worldwide EV OEMs Production Capacity

11/17/12

16Markets Rarely Grow This Way

11/17/12

Market Constraints

Total Market Size

Substitutability

Access to Infrastructure

Income Issues

Behavioral Issues

Source: GTM Research

11/17/12

EV Growth

DRIVERS

Efficiency

Cost Learning Curve

Success of Hybrids

Lower Operating Cost

Climate Risks

Health & Clean Air

DETERRENTS

Range Anxiety

Purchase Price

Political Opposition

Utilities Resistance

Multi-Tenant Living

Infrastructure

11/17/12

Range Anxiety

11/17/12

Declining Marginal Value of More Batteries – a very expensive way to avoid Range Anxiety

21Key Drivers of EV Operating Costs

Capital, Operating Costs, Fuel, Electricity, Performance, Use, and Financing all impact TCO & will change over time.

11/17/12

Battery Cycle Costs

11/17/12

EV Fuel Saving per Gallon

11/17/12

24Variable Cost of ICEs vs BEVs in USA

11/17/12

Li-ion Cost Assumption

11/17/12

26Battery Cost Improvement

11/17/12

EV Battery Market

11/17/12

Shakeout

Electric Car Battery Maker A123 Systems Files Bankruptcy

11/17/12

Technology

30EV Battery Technology Trend

Key: Lower Cost ($), Higher Energy (Wh) Density, Higher Power (W) Density

Target: Battery pack cost < 25%

of vehicle cost to enable a healthy market growth.

Increase battery cells’ energy & power density.

High Power Density Cell: 可有效提升車輛動力 , 這類電池適用於混合動力車 , 僅需短時間的高功率輸出 ;

High Energy Density Cell: 有助延長電動車續航力 , 特別適用於純電動車 , 需要較高的續航力 , 但對於電池功率較不要求 ;

而兼具高密度與高能量的電池芯則適用於插電式混合動力車 , 因為這類車款必須兼具高性能與高續航力。

11/17/12

31Vehicle Powertrain Architecture

11/17/12

32Battery Management System

11/17/12

Safety

11/17/12

Grid & Charging

11/17/12

Presented by Arthur Wang 36

Thank You!

Arthur Wangarthurwangjob@gmail.com

11/17/12

Let's talk about EV

Documents

Let's Talk Bitcoin, episode 1, "Let's Talk Bitcoin!"

Let's talk tokenization

LabRoots 2016 Media Kit: Let's Talk Science, Let's Talk Medicine

Let's talk about

Let's talk Spanish!

Let's talk

Let's Talk Interiors

“Let's Talk Training”

Let's Talk 2

Let's Talk Sales

Let's Talk Strength!

Let's Talk LTE

Let's Talk Success

Let's Talk About Bell Let's Talk

Let's Talk Digital

Let's Talk 3

Let's talk Google +

Let's Talk About SOAP, Baby. Let's Talk About UPnP

Let's Talk Pilot

Let's talk