電気バスはどのように古い業界を混乱させているのか

Electric buses are currently experiencing a surge in popularity. They provide emissions-free, quiet, and efficient public transport in cities worldwide, aiding governments in achieving climate goals and adhering to regulations. While the diesel bus industry is well-established, the rise of electric buses has introduced new players and technologies, leading to market disruption and opportunities.

 

The success of electric buses is driven by a highly competitive and price-sensitive market, with different players vying for market share. China has been a global leader in electric buses since the early 2010s, with several tier-1 cities achieving near 100% electrification by 2017. This early advantage has allowed Chinese OEMs, particularly BYD and Yutong, to dominate the global export market, with their products now visible from the Arctic Circle to Latin America. In recent years, European and American legacy OEMs have started producing electric buses at scale, catching up to their Chinese counterparts. Additionally, there are pure electric bus startups that advocated for electrification early on but now face competition from larger companies. The shift towards electric buses is growing, but it remains to be seen which manufacturers will benefit from this evolving landscape.

 

What are the key technological differentiators that OEMs can use to gain an advantage in this increasingly competitive market?

 

During this webinar, IDTechEx will showcase some of the significant developments it has observed while monitoring the global electric bus markets. Current figures on electric bus deployment and sales will provide context to this fast-evolving market. IDTechEx will provide technical insight into the world of Li-ion battery chemistry, electric motors, and the potential for fuel cells, highlighting key areas of technological innovation.

 

Key takeaways from this webinar:

 

The webinar shares some of the key research insights from the new IDTechEx report, "Electric and Fuel Cell Buses 2025-2045: Markets, Players, Technologies and Forecasts".