{"id":45523,"date":"2025-10-29T16:14:49","date_gmt":"2025-10-29T07:14:49","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=45523"},"modified":"2026-09-11T13:43:56","modified_gmt":"2026-09-11T04:43:56","slug":"electric-vehicle-parts-and-components-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/electric-vehicle-parts-and-components-market-mordor\/","title":{"rendered":"EV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 \u2015 \u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/electric-vehicle-parts-and-components-market-1758868485167-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/electric-vehicle-parts-and-components-market-size-image-1758868503896.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u751f\u7523\u91cf<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068ZEV\u7fa9\u52d9\u5316<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 OEM\u306e800V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u306b\u3088\u308b\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u9700\u8981\u306e\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u516c\u5171\u6025\u901f\u5145\u96fb\u30a4\u30f3\u30d5\u30e9\u306e\u62e1\u5927<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u70ad\u5316\u30b1\u30a4\u7d20\u30c7\u30d0\u30a4\u30b9\u306e\u63a1\u7528\u306b\u3088\u308b\u90e8\u54c1ASP\u306e\u4e0a\u6607<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u578bE\u30d1\u30ef\u30fc\u30c8\u30ec\u30a4\u30f3\u5236\u5fa1\u30e6\u30cb\u30c3\u30c8\u306e\u53f0\u982d<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \u91cd\u8981\u9271\u7269\u4f9b\u7d66\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u96fb\u529b\u7db2\u5bb9\u91cf\u306e\u4e0d\u8db3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u5e0c\u571f\u985e\u78c1\u77f3\u306e\u4fa1\u683c\u5909\u52d5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 OEM\u306e\u5782\u76f4\u7d71\u5408\u306b\u3088\u308b\u30c6\u30a3\u30a21\u53ce\u76ca\u6e90\u306e\u5727\u8feb<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u8cb7\u3044\u624b\/\u6d88\u8cbb\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\u3001\u7c73\u30c9\u30eb\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u8eca\u7a2e\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u4e57\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.1 \u30b3\u30f3\u30d1\u30af\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.2 SUV \/ \u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.3 \u30e9\u30b0\u30b8\u30e5\u30a2\u30ea\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u5546\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.1 \u5c0f\u578b\u5546\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.2 \u30d0\u30b9\u304a\u3088\u3073\u30b3\u30fc\u30c1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.2.3 \u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u30c8\u30e9\u30c3\u30af<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u63a8\u9032\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u30bb\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.2 \u30d0\u30c3\u30c6\u30ea\u30fc\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.3 \u30d0\u30c3\u30c6\u30ea\u30fc\u71b1\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u96fb\u6c17\u30e2\u30fc\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.1 \u6c38\u4e45\u78c1\u77f3\u540c\u671f<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.2 \u8a98\u5c0e<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.3 \u30b9\u30a4\u30c3\u30c1\u30c8\u30ea\u30e9\u30af\u30bf\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.1 \u30a4\u30f3\u30d0\u30fc\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.2 DC-DC\u30b3\u30f3\u30d0\u30fc\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.3 \u8eca\u8f09\u5145\u96fb\u5668<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \u71b1\u7ba1\u7406\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.4.1 \u71b1\u4ea4\u63db\u5668<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.4.2 \u51b7\u5374\u30d7\u30ec\u30fc\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \u914d\u7dda\u3001\u30cf\u30fc\u30cd\u30b9\u3001\u30b3\u30cd\u30af\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \u30bb\u30f3\u30b5\u30fc\u304a\u3088\u3073\u5236\u5fa1\u30e6\u30cb\u30c3\u30c8<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u96fb\u5727\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 400V\u307e\u3067\u306e\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 800V\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 800V\u3092\u8d85\u3048\u308b\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \u305d\u306e\u4ed6\u306e\u5317\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \u30a4\u30bf\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \u30b9\u30da\u30a4\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \u305d\u306e\u4ed6\u306e\u6b27\u5dde\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.6 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \u30c8\u30eb\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.4 \u30a8\u30b8\u30d7\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.5 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.6 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\u5730\u57df<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u304d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u9806\u4f4d\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Contemporary Amperex Technology Co. Ltd (CATL)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 LG Energy Solution Ltd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Panasonic Holdings Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 BYD Co. Ltd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Samsung SDI Co. Ltd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Robert Bosch GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Denso Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Continental AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Hyundai Mobis Co. Ltd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Toyota Industries Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 BorgWarner Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Hitachi Astemo Ltd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Nidec Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Magna International Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 ZF Friedrichshafen AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Vitesco Technologies Group AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Aisin Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Valeo SA<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Infineon Technologies AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Aptiv PLC<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306e\u6982\u8981<\/p>\n<p>\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f2,102.8\u5104\u7c73\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u30012030\u5e74\u306b\u306f2,897.3\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f6.62%\u3067\u3059\u3002\u4ee5\u524d\u306e2\u6841\u6210\u9577\u671f\u3068\u6bd4\u8f03\u3057\u3066\u6210\u9577\u304c\u920d\u5316\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u898f\u6a21\u306e\u7d4c\u6e08\u3001\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u6a19\u6e96\u5316\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u653f\u7b56\u67a0\u7d44\u307f\u304c\u521d\u671f\u5c0e\u5165\u306e\u52e2\u3044\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308a\u3001\u9700\u7d66\u30d0\u30e9\u30f3\u30b9\u3078\u306e\u79fb\u884c\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u9700\u8981\u306f\u3001\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3001\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u898f\u5236\u306e\u540c\u671f\u3001\u516c\u5171\u6025\u901f\u5145\u96fb\u30a4\u30f3\u30d5\u30e9\u306e\u6025\u901f\u306a\u5c55\u958b\u306b\u3088\u3063\u3066\u7dad\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001OEM\u304c800V\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u8eca\u4e21\u3042\u305f\u308a\u306e\u534a\u5c0e\u4f53\u542b\u6709\u91cf\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306e\u65ad\u7247\u5316\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u5f93\u6765\u306eTier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5c02\u9580\u4f01\u696d\u3001\u30d5\u30a1\u30d6\u4e3b\u5c0e\u306e\u534a\u5c0e\u4f53\u4f01\u696d\u304c\u7570\u306a\u308b\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5c64\u3067\u7af6\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u3054\u3068\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u73fe\u5730\u5316\u6226\u7565\u3068\u91cd\u8981\u9271\u7269\u8abf\u9054\u306e\u8ab2\u984c\u304c\u3001\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u4fa1\u683c\u6c7a\u5b9a\u529b\u3068\u8a2d\u5099\u6295\u8cc7\u306e\u512a\u5148\u9806\u4f4d\u3092\u5f62\u6210\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u4e57\u7528\u8eca\u304c2024\u5e74\u306bEV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u30b7\u30a7\u30a2\u306e73.11%\u3092\u5360\u3081\u3001\u5546\u7528\u8eca\u306f2030\u5e74\u307e\u3067\u306b8.71%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u63a8\u9032\u30bf\u30a4\u30d7\u5225: \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e62.25%\u3092\u5360\u3081\u3001\u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca\uff08FCEV\uff09\u306f2030\u5e74\u307e\u3067\u306b8.42%\u3068\u6700\u3082\u9ad8\u3044CAGR\u3092\u793a\u3059\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30bf\u30a4\u30d7\u5225: \u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e36.13%\u3092\u5360\u3081\u3001\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306f2030\u5e74\u307e\u3067\u306b9.79%\u3068\u6700\u3082\u901f\u3044\u6210\u9577\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u96fb\u5727\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225: 400V\u307e\u3067\u306e\u30b7\u30b9\u30c6\u30e0\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e83.28%\u3092\u5360\u3081\u3001800V\u30b7\u30b9\u30c6\u30e0\u306f8.31%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e58.74%\u3092\u5360\u3081\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u5730\u57df\u306f2030\u5e74\u307e\u3067\u306b8.28%\u3068\u6700\u3082\u901f\u3044CAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306eEV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<p>*   \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u751f\u7523\u62e1\u5927\uff08CAGR\u3078\u306e\u5f71\u97ff: +1.2%\uff09: 2023\u5e74\u306b\u306f\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u306e\u4fa1\u683c\u304c1kWh\u3042\u305f\u308a139\u7c73\u30c9\u30eb\u307e\u3067\u4e0b\u843d\u3057\u3001\u4e16\u754c\u306e\u30bb\u30eb\u88fd\u9020\u80fd\u529b\u306f1,200GWh\u3092\u8d85\u3048\u307e\u3057\u305f\u3002\u30b3\u30b9\u30c8\u4f4e\u4e0b\u306fEV\u306e\u8cfc\u5165\u3057\u3084\u3059\u3055\u3092\u5411\u4e0a\u3055\u305b\u3001\u30d5\u30ea\u30fc\u30c8\u4e8b\u696d\u8005\u306b\u3068\u3063\u3066\u306e\u6295\u8cc7\u56de\u53ce\u671f\u9593\u3092\u77ed\u7e2e\u3057\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u81ea\u793e\u30d1\u30c3\u30af\u7d44\u7acb\u30e9\u30a4\u30f3\u3078\u306e\u6295\u8cc7\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u3084\u5317\u7c73\u3067\u306e\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u5efa\u8a2d\u306f\u3001\u901a\u8ca8\u304a\u3088\u3073\u7269\u6d41\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u56fd\u5185\u30b3\u30f3\u30c6\u30f3\u30c4\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u8cc7\u683c\u53d6\u5f97\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   ZEV\uff08\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u8eca\uff09\u898f\u5236\u3068\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306b\u3088\u308b\u96fb\u52d5\u5316\u306e\u52a0\u901f\uff08CAGR\u3078\u306e\u5f71\u97ff: +0.9%\uff09: \u7c73\u56fd\u306e\u30a4\u30f3\u30d5\u30ec\u6291\u5236\u6cd5\uff08IRA\uff09\u306f\u3001\u56fd\u5185\u30b3\u30f3\u30c6\u30f3\u30c4\u57fa\u6e96\u306b\u9023\u52d5\u3057\u305f7,500\u7c73\u30c9\u30eb\u306e\u7a0e\u984d\u63a7\u9664\u3092\u63d0\u4f9b\u3057\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u7c73\u56fd\u3067\u306e\u751f\u7523\u62e1\u5927\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u300cFit for 55\u300d\u30d1\u30c3\u30b1\u30fc\u30b8\u306f\u3001\u5185\u71c3\u6a5f\u95a2\u4e57\u7528\u8eca\u306e2035\u5e74\u307e\u3067\u306e\u8ca9\u58f2\u7d42\u4e86\u3092\u5b9a\u3081\u3001\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u6295\u8cc7\u306e\u9577\u671f\u7684\u306a\u898b\u901a\u3057\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u30c7\u30e5\u30a2\u30eb\u30af\u30ec\u30b8\u30c3\u30c8\u30e1\u30ab\u30cb\u30ba\u30e0\u306f\u30012024\u5e74\u306b1,130\u4e07\u53f0\u306eEV\u8ca9\u58f2\u3092\u8a18\u9332\u3057\u3001\u9700\u8981\u3092\u523a\u6fc0\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<br \/>\n*   OEM\u306e800V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u306b\u3088\u308b\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u9700\u8981\u306e\u5897\u52a0\uff08CAGR\u3078\u306e\u5f71\u97ff: +0.8%\uff09: \u30d7\u30ec\u30df\u30a2\u30e0EV\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u8d85\u9ad8\u901f\u5145\u96fb\u306e\u305f\u3081\u306b\u9ad8\u96fb\u5727\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u79fb\u884c\u3057\u3066\u304a\u308a\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u5229\u4fbf\u6027\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u9ad8\u5ea6\u306a\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306b\u3088\u308a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30b3\u30b9\u30c8\u3092\u4e0a\u6607\u3055\u305b\u307e\u3059\u304c\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3082\u5411\u4e0a\u3055\u305b\u3001\u822a\u7d9a\u8ddd\u96e2\u3092\u5ef6\u3070\u3059\u304b\u3001\u3088\u308a\u5c0f\u578b\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u306e\u4f7f\u7528\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002<br \/>\n*   \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u578bE\u30d1\u30ef\u30fc\u30c8\u30ec\u30a4\u30f3\u5236\u5fa1\u30e6\u30cb\u30c3\u30c8\u306e\u53f0\u982d\uff08CAGR\u3078\u306e\u5f71\u97ff: +0.5%\uff09: \u4e2d\u592e\u96c6\u4e2d\u578b\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u30c8\u30e9\u30af\u30b7\u30e7\u30f3\u3001\u71b1\u7ba1\u7406\u3001\u5145\u96fb\u30ed\u30b8\u30c3\u30af\u3092\u5358\u4e00\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306b\u7d71\u5408\u3057\u307e\u3059\u3002\u3053\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u914d\u7dda\u304c\u7c21\u7d20\u5316\u3055\u308c\u3001\u653b\u6483\u5bfe\u8c61\u9818\u57df\u304c\u6e1b\u5c11\u3059\u308b\u3053\u3068\u3067\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002OTA\uff08Over-the-Air\uff09\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306b\u3088\u308a\u3001\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306e\u6539\u826f\u3092\u901a\u3058\u3066\u6570\u30d1\u30fc\u30bb\u30f3\u30c8\u306e\u52b9\u7387\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306b\u65b0\u305f\u306a\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<\/p>\n<p>*   \u91cd\u8981\u9271\u7269\u306e\u4f9b\u7d66\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08CAGR\u3078\u306e\u5f71\u97ff: -0.8%\uff09: 2024\u5e74\u306b\u306f\u30ea\u30c1\u30a6\u30e0\u30ab\u30fc\u30dc\u30cd\u30fc\u30c8\u4fa1\u683c\u304c\u5e74\u521d\u306b\u6025\u9a30\u3057\u3001\u5e74\u672b\u306b\u306f\u5927\u5e45\u306b\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u4fa1\u683c\u5909\u52d5\u306f\u3001\u4e16\u754c\u306e\u9700\u7d66\u72b6\u6cc1\u306e\u5909\u5316\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u751f\u7523\u30b3\u30b9\u30c8\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001EV\u304a\u3088\u3073\u30a8\u30cd\u30eb\u30ae\u30fc\u8caf\u8535\u5206\u91ce\u306e\u6226\u7565\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   OEM\u306e\u5782\u76f4\u7d71\u5408\u306b\u3088\u308bTier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30de\u30fc\u30b8\u30f3\u5727\u8feb\uff08CAGR\u3078\u306e\u5f71\u97ff: -0.3%\uff09: \u30c6\u30b9\u30e9\u306e\u30d1\u30c3\u30af\u7d44\u7acb\u3084BYD\u306e\u30a6\u30a7\u30cf\u30fc\u304b\u3089\u30e2\u30b8\u30e5\u30fc\u30eb\u3078\u306e\u7d71\u5408\u306f\u3001\u30de\u30fc\u30b8\u30f3\u3092\u4e0a\u6d41\u306b\u5f15\u304d\u4e0a\u3052\u3001Tier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u3055\u308c\u305f\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3067\u7af6\u4e89\u305b\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u71b1\u30b5\u30d6\u30b7\u30b9\u30c6\u30e0\u3001\u30e9\u30a4\u30d5\u30bf\u30a4\u30e0\u30b5\u30fc\u30d3\u30b9\u3092\u30d0\u30f3\u30c9\u30eb\u3059\u308b\u3053\u3068\u3067\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30b7\u30b9\u30c6\u30e0\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306e\u8a2d\u5099\u6295\u8cc7\u8981\u4ef6\u306f\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p>*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u5546\u7528\u30d5\u30ea\u30fc\u30c8\u304c\u96fb\u52d5\u5316\u3092\u727d\u5f15<br \/>\n    \u4e57\u7528\u8eca\u304c2024\u5e74\u306eEV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u53ce\u76ca\u306e73.11%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u5546\u7528\u8eca\u306f8.71%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u4e57\u7528\u8eca\u306e\u6210\u9577\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u30e9\u30b9\u30c8\u30de\u30a4\u30eb\u914d\u9001\u7528\u306e\u5c0f\u578b\u5546\u7528\u30d0\u30f3\u306f\u3001\u30b9\u30c8\u30c3\u30d7\u30a2\u30f3\u30c9\u30b4\u30fc\u306e\u8d70\u884c\u30b5\u30a4\u30af\u30eb\u3067\u52b9\u7387\u7684\u306b\u6a5f\u80fd\u3059\u308b\u9069\u5207\u306a\u30b5\u30a4\u30ba\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u3068\u30b3\u30b9\u30c8\u6700\u9069\u5316\u3055\u308c\u305f\u71b1\u30b7\u30b9\u30c6\u30e0\u3092\u597d\u307f\u307e\u3059\u3002\u30d0\u30b9\u306f\u4e88\u6e2c\u53ef\u80fd\u306a\u8eca\u5eab\u3092\u5229\u7528\u3057\u3001\u9ad8\u5bb9\u91cf\u306e\u6db2\u51b7\u5145\u96fb\u5668\u3092\u4f7f\u7528\u3057\u3066\u3001\u9ad8\u3044\u521d\u671f\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30b3\u30b9\u30c8\u3092\u65e5\u3005\u306e\u5229\u7528\u3067\u511f\u5374\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u63a8\u9032\u30bf\u30a4\u30d7\u5225: \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u306e\u512a\u4f4d\u6027<br \/>\n    \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u30d1\u30c3\u30af\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068\u5145\u96fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u6210\u719f\u306b\u652f\u3048\u3089\u308c\u30012024\u5e74\u306b62.25%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u3002\u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8eca\uff08PHEV\uff09\u306f\u904e\u6e21\u671f\u306e\u6280\u8853\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u304c\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u306b\u3088\u308a\u305d\u306e\u4fa1\u5024\u63d0\u6848\u306f\u4f4e\u4e0b\u3057\u3066\u3044\u307e\u3059\u3002\u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca\uff08FCEV\uff09\u306f\u30012024\u5e74\u306b\u306f\u308f\u305a\u304b\u306a\u30b7\u30a7\u30a2\u3067\u3057\u305f\u304c\u3001\u6c34\u7d20\u88dc\u7d66\u304c\u65e2\u5b58\u306e\u8ca8\u7269\u505c\u8eca\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3084\u7a4d\u8f09\u91cf\u8981\u4ef6\u3068\u5408\u81f4\u3059\u308b\u305f\u3081\u3001\u9577\u8ddd\u96e2\u304a\u3088\u3073\u5927\u578b\u8eca\u4e21\u306e\u30d1\u30a4\u30ed\u30c3\u30c8\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u4e3b\u5c0e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30bf\u30a4\u30d7\u5225: \u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306e\u6025\u5897<br \/>\n    \u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\u306f2024\u5e74\u306b\u53ce\u76ca\u306e36.13%\u3092\u5360\u3081\u3001\u305d\u306e\u90e8\u54c1\u8868\uff08BOM\uff09\u306b\u304a\u3051\u308b\u6bd4\u91cd\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u898f\u6a21\u306e\u7d4c\u6e08\u3068LFP\uff08\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\uff09\u3078\u306e\u5316\u5b66\u30b7\u30d5\u30c8\u306f\u4fa1\u683c\u5727\u529b\u3092\u751f\u307f\u51fa\u3059\u305f\u3081\u3001\u4fa1\u5024\u306f\u5b89\u5168\u6027\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306b\u3088\u308b\u52a3\u5316\u6700\u9069\u5316\u3092\u4fdd\u8a3c\u3059\u308b\u30d0\u30c3\u30c6\u30ea\u30fc\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08BMS\uff09\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306f\u3001\u8eca\u4e21\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c400V\u304b\u3089800V\u306b\u79fb\u884c\u3059\u308b\u306b\u3064\u308c\u30669.79%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u70ad\u5316\u30b1\u30a4\u7d20\uff08SiC\uff09\u30a4\u30f3\u30d0\u30fc\u30bf\u30fc\u30011200V MOSFET\u3001\u591a\u76f8\u30aa\u30f3\u30dc\u30fc\u30c9\u5145\u96fb\u5668\u306e\u9700\u8981\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u96fb\u5727\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225: 800V\u3078\u306e\u79fb\u884c\u304c\u52a0\u901f<br \/>\n    400V\u307e\u3067\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f2024\u5e74\u306e\u51fa\u8377\u91cf\u306e83.28%\u3092\u5360\u3081\u3001\u4f9d\u7136\u3068\u3057\u3066\u4e3b\u6d41\u3067\u3059\u304c\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u30d6\u30e9\u30f3\u30c9\u306f\u5145\u96fb\u6642\u9593\u306e\u77ed\u7e2e\u3068\u30e2\u30fc\u30bf\u30fc\u30b1\u30fc\u30d6\u30eb\u91cd\u91cf\u306e\u524a\u6e1b\u306e\u305f\u3081\u306b800V\u3078\u306e\u79fb\u884c\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002800V\u8a2d\u8a08\u306b\u95a2\u9023\u3059\u308bEV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u898f\u6a21\u306f\u30018.31%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u79fb\u884c\u306b\u306f\u3001\u3088\u308a\u539a\u3044\u7d76\u7e01\u6750\u3001\u3088\u308a\u9ad8\u3044\u8a98\u96fb\u6750\u6599\u3001\u3088\u308a\u53b3\u683c\u306a\u6a5f\u80fd\u5b89\u5168\u691c\u8a3c\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df: 2024\u5e74\u306b\u306f\u4e16\u754c\u306e\u53ce\u76ca\u306e58.74%\u3092\u5360\u3081\u3001\u4e2d\u56fd\u306e1,130\u4e07\u53f0\u306e\u56fd\u5185EV\u767b\u9332\u53f0\u6570\u306b\u3088\u308b\u898f\u6a21\u306e\u7d4c\u6e08\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u5b8c\u5168\u306a\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\uff08\u30ea\u30c1\u30a6\u30e0\u5909\u63db\u304b\u3089\u30ab\u30bd\u30fc\u30c9\u751f\u7523\u3001\u30e2\u30fc\u30bf\u30fc\u7d44\u7acb\u307e\u3067\uff09\u306f\u3001\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u751f\u307f\u51fa\u3057\u3001\u958b\u767a\u30b5\u30a4\u30af\u30eb\u3092\u77ed\u7e2e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u5730\u57df: 2025\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u30668.28%\u3068\u6700\u3082\u901f\u3044CAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6\u3084\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306e\u30bd\u30d6\u30ea\u30f3\u30a6\u30a7\u30eb\u30b9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u3001\u30b0\u30ea\u30fc\u30f3\u30d5\u30a3\u30fc\u30eb\u30c9\u306eEV\u5de5\u5834\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30a8\u30f3\u30af\u30ed\u30fc\u30b8\u30e3\u30fc\u3001\u70ad\u5316\u30b1\u30a4\u7d20\u30a6\u30a7\u30cf\u30fc\u30d5\u30a1\u30d6\u306b\u8cc7\u91d1\u3092\u63d0\u4f9b\u3057\u3001\u592a\u967d\u5149\u8cc7\u6e90\u3092\u6d3b\u7528\u3057\u3066\u96fb\u89e3\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u30a8\u30cd\u30eb\u30ae\u30fc\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: \u30a4\u30f3\u30d5\u30ec\u6291\u5236\u6cd5\uff08IRA\uff09\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u304a\u308a\u3001\u7a0e\u984d\u63a7\u9664\u304c\u56fd\u5185\u30b3\u30f3\u30c6\u30f3\u30c4\u306b\u9023\u52d5\u3057\u3066\u3044\u307e\u3059\u3002GM\u306f\u30d0\u30c3\u30c6\u30ea\u30fc\u30bb\u30eb\u304a\u3088\u3073\u6750\u6599\u5de5\u5834\u306b350\u5104\u7c73\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: \u30ea\u30b5\u30a4\u30af\u30eb\u76ee\u6a19\u3068\u5faa\u74b0\u7d4c\u6e08\u6307\u4ee4\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u65b0\u3057\u3044\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u306f\u3001\u30b3\u30d0\u30eb\u30c8\u3068\u30cb\u30c3\u30b1\u30eb\u3092\u56de\u53ce\u3057\u3066\u30af\u30ed\u30fc\u30ba\u30c9\u30eb\u30fc\u30d7\u30ab\u30bd\u30fc\u30c9\u306b\u5229\u7528\u3059\u308b\u305f\u3081\u306e\u30d6\u30e9\u30c3\u30af\u30de\u30b9\u51e6\u7406\u30e9\u30a4\u30f3\u304c\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>EV\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306e\u65ad\u7247\u5316\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u30d0\u30c3\u30c6\u30ea\u30fc\u30bb\u30eb\u4f9b\u7d66\u306fCATL\u3001LG Energy Solution\u3001BYD\u3068\u3044\u3063\u305f\u4e3b\u8981\u4f01\u696d\u306b\u96c6\u4e2d\u3057\u3066\u3044\u307e\u3059\u3002\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u3001\u71b1\u7ba1\u7406\u3001\u30ef\u30a4\u30e4\u30fc\u30cf\u30fc\u30cd\u30b9\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u3088\u308a\u5206\u6563\u3057\u3066\u304a\u308a\u3001\u30cb\u30c3\u30c1\u306a\u5c02\u9580\u4f01\u696d\u304c\u898f\u6a21\u3067\u306f\u306a\u304f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u901f\u3055\u3067\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u7372\u5f97\u3059\u308b\u6a5f\u4f1a\u304c\u3042\u308a\u307e\u3059\u3002\u30c6\u30b9\u30e9\u3084BYD\u306b\u3088\u308b\u5782\u76f4\u7d71\u5408\u306f\u3001\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u3055\u308c\u305f\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u304a\u3051\u308bTier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30de\u30fc\u30b8\u30f3\u3092\u5727\u8feb\u3057\u307e\u3059\u304c\u3001\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u5171\u540c\u958b\u767a\u3067\u304d\u308b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001\u5206\u6790\u3001\u7d71\u5408\u306e\u6a5f\u4f1a\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u4f01\u696d<\/p>\n<p>*   Contemporary Amperex Technology Co. Ltd<br \/>\n*   LG Energy Solution Ltd<br \/>\n*   Robert Bosch GmbH<br \/>\n*   BYD Co. Ltd<br \/>\n*   Panasonic Holdings Corp.<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e749\u6708: Seres Group Co., Ltd.\u306fChongqing Landian Automotive Technology Co., Ltd.\u306e\u652f\u914d\u682a\u30921\u51047,500\u4e07\u4eba\u6c11\u5143\u3067\u53d6\u5f97\u3057\u3001\u7b46\u982d\u682a\u4e3b\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001Seres Group\u306fLandian Auto\u3068\u306e\u6280\u8853\u5354\u529b\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u7d71\u5408\u3001\u5e02\u5834\u62e1\u5927\u306b\u304a\u3051\u308b\u6226\u7565\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u69cb\u7bc9\u3057\u3001EV\u30b3\u30a2\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u3067\u306e\u5730\u4f4d\u3092\u5f37\u5316\u3057\u307e\u3059\u3002<br \/>\n*   2025\u5e749\u6708: \u30de\u30c4\u30c0\u682a\u5f0f\u4f1a\u793e\u306f\u3001\u5c71\u53e3\u770c\u304a\u3088\u3073\u5ca9\u56fd\u5e02\u3068\u300c\u30de\u30c4\u30c0\u682a\u5f0f\u4f1a\u793e\u5ca9\u56fd\u5de5\u5834\u300d\u3092\u8a2d\u7acb\u3059\u308b\u5951\u7d04\u3092\u7de0\u7d50\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u65bd\u8a2d\u306f\u3001\u81ea\u52d5\u8eca\u7528\u5186\u7b52\u5f62\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u30bb\u30eb\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u30d1\u30c3\u30af\u751f\u7523\u306b\u6ce8\u529b\u3057\u3001\u30de\u30c4\u30c0\u306e\u5ca9\u56fd\u5e02\u306b\u304a\u3051\u308b\u4e8b\u696d\u62e1\u5927\u306e\u91cd\u8981\u306a\u4e00\u6b69\u3068\u306a\u308a\u307e\u3059\u3002<br \/>\n*   2025\u5e745\u6708: Garrett Motion Inc.\u306f\u3001\u5927\u578b\u30c8\u30e9\u30c3\u30af\u306e\u96fb\u52d5\u30a2\u30af\u30b9\u30eb\u306b\u7d71\u5408\u3055\u308c\u308b\u9ad8\u901f\u96fb\u52d5\u30c8\u30e9\u30af\u30b7\u30e7\u30f3\u30e2\u30fc\u30bf\u30fc\u304a\u3088\u3073\u5bfe\u5fdc\u3059\u308b\u30a4\u30f3\u30d0\u30fc\u30bf\u30fc\u306e\u521d\u306e\u4e3b\u8981\u751f\u7523\u5951\u7d04\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f2027\u5e74\u306b\u751f\u7523\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u96fb\u6c17\u81ea\u52d5\u8eca\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306b\u95a2\u3059\u308b\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u5e02\u5834\u306e\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>1. \u8abf\u67fb\u306e\u6982\u8981\u3068\u65b9\u6cd5\u8ad6<br \/>\n\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u96fb\u6c17\u81ea\u52d5\u8eca\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306e\u8abf\u67fb\u4eee\u5b9a\u3001\u5e02\u5834\u5b9a\u7fa9\u3001\u304a\u3088\u3073\u8abf\u67fb\u7bc4\u56f2\u3092\u660e\u78ba\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u8abf\u67fb\u65b9\u6cd5\u8ad6\u306b\u57fa\u3065\u304d\u3001\u5e02\u5834\u306e\u73fe\u72b6\u3068\u5c06\u6765\u306e\u5c55\u671b\u3092\u8a73\u7d30\u306b\u5206\u6790\u3057\u3066\u304a\u308a\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u3067\u4e3b\u8981\u306a\u8abf\u67fb\u7d50\u679c\u3092\u8981\u7d04\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2. \u5e02\u5834\u306e\u72b6\u6cc1<br \/>\n\u5e02\u5834\u306e\u6982\u8981\u3067\u306f\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u306b\u4e0d\u53ef\u6b20\u306a\u30e2\u30fc\u30bf\u30fc\u3084\u30d0\u30c3\u30c6\u30ea\u30fc\u306a\u3069\u306e\u96fb\u52d5\u30d1\u30ef\u30fc\u30c8\u30ec\u30a4\u30f3\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.1. \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u4e3b\u306a\u8981\u56e0\u3068\u3057\u3066\u3001\u4ee5\u4e0b\u306e\u70b9\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<br \/>\n*   \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068\u30ae\u30ac\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u751f\u7523\u91cf\u306e\u5897\u52a0: \u30d0\u30c3\u30c6\u30ea\u30fc\u4fa1\u683c\u306e\u7af6\u4e89\u529b\u5411\u4e0a\u3068\u4f9b\u7d66\u80fd\u529b\u306e\u62e1\u5927\u304c\u3001EV\u666e\u53ca\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u653f\u5e9c\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068ZEV\uff08\u30bc\u30ed\u30a8\u30df\u30c3\u30b7\u30e7\u30f3\u8eca\uff09\u7fa9\u52d9\u5316: \u5404\u56fd\u653f\u5e9c\u306b\u3088\u308bEV\u8cfc\u5165\u88dc\u52a9\u91d1\u3084\u6392\u51fa\u30ac\u30b9\u898f\u5236\u304c\u3001\u5e02\u5834\u62e1\u5927\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   OEM\u306b\u3088\u308b800V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u3068\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u9700\u8981\u306e\u5897\u52a0: 800V\u30b7\u30b9\u30c6\u30e0\u306f\u5145\u96fb\u6642\u9593\u306e\u77ed\u7e2e\u3068\u52b9\u7387\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u3001\u8eca\u4e21\u3042\u305f\u308a\u306e\u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u90e8\u54c1\u306e\u9700\u8981\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u516c\u5171\u6025\u901f\u5145\u96fb\u30a4\u30f3\u30d5\u30e9\u306e\u62e1\u5927: \u5145\u96fb\u30a4\u30f3\u30d5\u30e9\u306e\u6574\u5099\u304c\u9032\u3080\u3053\u3068\u3067\u3001EV\u306e\u5229\u4fbf\u6027\u304c\u5411\u4e0a\u3057\u3001\u6d88\u8cbb\u8005\u306e\u5c0e\u5165\u969c\u58c1\u304c\u4f4e\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   SiC\uff08\u30b7\u30ea\u30b3\u30f3\u30ab\u30fc\u30d0\u30a4\u30c9\uff09\u30c7\u30d0\u30a4\u30b9\u306e\u63a1\u7528\u306b\u3088\u308b\u90e8\u54c1ASP\uff08\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\uff09\u306e\u4e0a\u6607: SiC\u30c7\u30d0\u30a4\u30b9\u306f\u9ad8\u52b9\u7387\u30fb\u9ad8\u51fa\u529b\u5316\u306b\u5bc4\u4e0e\u3057\u3001\u90e8\u54c1\u5358\u4fa1\u306e\u4e0a\u6607\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u578bE-\u30d1\u30ef\u30fc\u30c8\u30ec\u30a4\u30f3\u5236\u5fa1\u30e6\u30cb\u30c3\u30c8\u306e\u53f0\u982d: \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u3088\u308b\u5236\u5fa1\u306e\u9ad8\u5ea6\u5316\u304c\u3001EV\u306e\u6027\u80fd\u3068\u6a5f\u80fd\u6027\u3092\u5411\u4e0a\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.2. \u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<br \/>\n\u4e00\u65b9\u3067\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u59a8\u3052\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u8981\u56e0\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<br \/>\n*   \u91cd\u8981\u9271\u7269\u4f9b\u7d66\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af: \u7279\u306b\u30ea\u30c1\u30a6\u30e0\u7cbe\u88fd\u3084\u5e0c\u571f\u985e\u78c1\u77f3\u306e\u4f9b\u7d66\u306b\u304a\u3051\u308b\u5236\u7d04\u304c\u3001\u77ed\u671f\u7684\u306a\u751f\u7523\u80fd\u529b\u3092\u5727\u8feb\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u96fb\u529b\u7db2\u5bb9\u91cf\u306e\u4e0d\u8db3: \u4e00\u90e8\u306e\u65b0\u8208\u56fd\u3067\u306f\u3001EV\u306e\u666e\u53ca\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u96fb\u529b\u4f9b\u7d66\u30a4\u30f3\u30d5\u30e9\u304c\u672a\u6574\u5099\u3067\u3042\u308b\u3053\u3068\u304c\u8ab2\u984c\u3067\u3059\u3002<br \/>\n*   \u5e0c\u571f\u985e\u78c1\u77f3\u306e\u4fa1\u683c\u5909\u52d5: \u5e0c\u571f\u985e\u78c1\u77f3\u306e\u4fa1\u683c\u4e0d\u5b89\u5b9a\u6027\u304c\u3001\u88fd\u9020\u30b3\u30b9\u30c8\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n*   OEM\u306e\u5782\u76f4\u7d71\u5408\u306b\u3088\u308bTier-1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u53ce\u76ca\u5727\u8feb: \u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u90e8\u54c1\u306e\u5185\u88fd\u5316\u3092\u9032\u3081\u308b\u3053\u3068\u3067\u3001\u65e2\u5b58\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u53ce\u76ca\u6a5f\u4f1a\u304c\u6e1b\u5c11\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>2.3. \u305d\u306e\u4ed6\u306e\u5206\u6790<br \/>\n\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790\u3001\u898f\u5236\u74b0\u5883\u3001\u6280\u8853\u7684\u5c55\u671b\u3001\u304a\u3088\u3073\u30dd\u30fc\u30bf\u30fc\u306e\u30d5\u30a1\u30a4\u30d6\u30d5\u30a9\u30fc\u30b9\u5206\u6790\uff08\u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01\u3001\u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u4ea4\u6e09\u529b\u3001\u4ee3\u66ff\u54c1\u306e\u8105\u5a01\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3055\uff09\u3092\u901a\u3058\u3066\u3001\u5e02\u5834\u306e\u69cb\u9020\u3068\u7af6\u4e89\u74b0\u5883\u3092\u591a\u89d2\u7684\u306b\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\u3001\u7c73\u30c9\u30eb\uff09<br \/>\n\u30b0\u30ed\u30fc\u30d0\u30eb\u96fb\u6c17\u81ea\u52d5\u8eca\u90e8\u54c1\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306f\u30012025\u5e74\u306b2,102.8\u5104\u7c73\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u3066\u304a\u308a\u30012030\u5e74\u307e\u3067\u306b\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff096.62%\u3067\u6210\u9577\u3057\u30012,897.3\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3.1. \u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<br \/>\n\u5e02\u5834\u306f\u4ee5\u4e0b\u306e\u4e3b\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5206\u985e\u3055\u308c\u3001\u305d\u308c\u305e\u308c\u8a73\u7d30\u306a\u4e88\u6e2c\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u4e57\u7528\u8eca\uff08\u30b3\u30f3\u30d1\u30af\u30c8\u3001SUV\/\u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc\u3001\u30e9\u30b0\u30b8\u30e5\u30a2\u30ea\u30fc\uff09\u3068\u5546\u7528\u8eca\uff08\u5c0f\u578b\u5546\u7528\u8eca\u3001\u30d0\u30b9\u30fb\u30b3\u30fc\u30c1\u3001\u4e2d\u30fb\u5927\u578b\u30c8\u30e9\u30c3\u30af\uff09\u3002<br \/>\n*   \u63a8\u9032\u30bf\u30a4\u30d7\u5225: \u30d0\u30c3\u30c6\u30ea\u30fc\u96fb\u6c17\u81ea\u52d5\u8eca\uff08BEV\uff09\u3001\u30d7\u30e9\u30b0\u30a4\u30f3\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\uff08PHEV\uff09\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u96fb\u6c17\u81ea\u52d5\u8eca\uff08HEV\uff09\u3001\u71c3\u6599\u96fb\u6c60\u96fb\u6c17\u81ea\u52d5\u8eca\uff08FCEV\uff09\u3002<br \/>\n*   \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30bf\u30a4\u30d7\u5225:<br \/>\n    *   \u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30c3\u30af\uff08\u30d0\u30c3\u30c6\u30ea\u30fc\u30bb\u30eb\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u71b1\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff09<br \/>\n    *   \u96fb\u6c17\u30e2\u30fc\u30bf\u30fc\uff08\u6c38\u4e45\u78c1\u77f3\u540c\u671f\u3001\u8a98\u5c0e\u3001\u30b9\u30a4\u30c3\u30c1\u30c8\u30ea\u30e9\u30af\u30bf\u30f3\u30b9\uff09<br \/>\n    *   \u30d1\u30ef\u30fc\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\uff08\u30a4\u30f3\u30d0\u30fc\u30bf\u30fc\u3001DC-DC\u30b3\u30f3\u30d0\u30fc\u30bf\u30fc\u3001\u30aa\u30f3\u30dc\u30fc\u30c9\u30c1\u30e3\u30fc\u30b8\u30e3\u30fc\uff09<br \/>\n    *   \u71b1\u7ba1\u7406\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\uff08\u71b1\u4ea4\u63db\u5668\u3001\u51b7\u5374\u30d7\u30ec\u30fc\u30c8\uff09<br \/>\n    *   \u914d\u7dda\u3001\u30cf\u30fc\u30cd\u30b9\u3001\u30b3\u30cd\u30af\u30bf\u30fc<br \/>\n    *   \u30bb\u30f3\u30b5\u30fc\u3001\u5236\u5fa1\u30e6\u30cb\u30c3\u30c8<br \/>\n*   \u96fb\u5727\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225: 400V\u307e\u3067\u306e\u30b7\u30b9\u30c6\u30e0\u3001800V\u30b7\u30b9\u30c6\u30e0\u3001800V\u8d85\u306e\u30b7\u30b9\u30c6\u30e0\u3002\u7279\u306b800V\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5145\u96fb\u6642\u9593\u306e20\u5206\u672a\u6e80\u3078\u306e\u77ed\u7e2e\u3068\u52b9\u7387\u5411\u4e0a\u306b\u3088\u308a\u3001\u5e02\u5834\u3067\u306e\u727d\u5f15\u529b\u3092\u5897\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: \u5317\u7c73\uff08\u7c73\u56fd\u3001\u30ab\u30ca\u30c0\u306a\u3069\uff09\u3001\u5357\u7c73\uff08\u30d6\u30e9\u30b8\u30eb\u3001\u30a2\u30eb\u30bc\u30f3\u30c1\u30f3\u306a\u3069\uff09\u3001\u6b27\u5dde\uff08\u30c9\u30a4\u30c4\u3001\u82f1\u56fd\u3001\u30d5\u30e9\u30f3\u30b9\u3001\u30a4\u30bf\u30ea\u30a2\u3001\u30b9\u30da\u30a4\u30f3\u3001\u30ed\u30b7\u30a2\u306a\u3069\uff09\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\uff08\u4e2d\u56fd\u3001\u30a4\u30f3\u30c9\u3001\u65e5\u672c\u3001\u97d3\u56fd\u3001\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u306a\u3069\uff09\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\uff08\u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u3001\u30c8\u30eb\u30b3\u3001\u30a8\u30b8\u30d7\u30c8\u3001\u5357\u30a2\u30d5\u30ea\u30ab\u306a\u3069\uff09\u3002\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u5730\u57df\u306f\u3001\u30bd\u30d6\u30ea\u30f3\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30d5\u30a1\u30f3\u30c9\u306e\u6295\u8cc7\u3068\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u7d71\u5408\u306b\u727d\u5f15\u3055\u308c\u30018.28%\u306eCAGR\u3067\u6700\u3082\u9ad8\u3044\u6210\u9577\u7387\u3092\u793a\u3059\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4. \u7af6\u4e89\u74b0\u5883<br \/>\n\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u3092\u901a\u3058\u3066\u3001\u7af6\u4e89\u74b0\u5883\u3092\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002\u4e3b\u8981\u4f01\u696d\u3068\u3057\u3066\u3001Contemporary Amperex Technology Co. Ltd (CATL)\u3001LG Energy Solution Ltd\u3001Panasonic Holdings Corp.\u3001BYD Co. Ltd\u3001Samsung SDI Co. Ltd\u3001Robert Bosch GmbH\u3001Denso Corporation\u3001Continental AG\u3001Hyundai Mobis Co. 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