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IHS Markit: better-than-expected growth in global automotive semiconductor revenue in 2020; bolstered by uptake in EVs

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Global automotive semiconductor revenue for 2020 will exceed initial expectations, primarily due to an increase in the average semiconductor value per car sold this year, according to a new forecast by IHS Markit. IHS Markit now expects semiconductor revenue to contract in 2020 by -9.6%

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BYD sells 18,220 EVs in China in November, up 128% year-on-year

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November sales of plug-in hybrids passenger vehicles hit 7,333, up by 2.9% Sales of pure-electric vehicles and plug-in hybrids January-November 2020 were 139,246 and 69,390, respectively, down by 19.9% Chinese automotive manufacturer BYD sold 18,220 pure-electric passenger vehicles in November, up by 22.1% from a year earlier.

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PRTM Analysis Finds Li-ion Battery Overcapacity Estimates Largely Unfounded, with Potential Shortfalls Looming; Total Market Demand in 2020 Will Require 4x Capacity Announced To Date

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The total Li-Ion battery market demand in 2020 will require about 200 GWh capacity, which is 4x the 50 GWh capacity that has been announced to date. These outcomes include an inability to capitalize on an automotive battery market estimated to be $60 billion in 2020. Click to enlarge.

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PwC industry survey provides check-up on determining factors for EV success

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Global hybrid + EV assembly forecast. hybrids and plug-in hybrids vs. battery EVs); pricing; power generation investment and capacity; funding and developing an infrastructure; and energy sources for electricity. However, as fuel prices escalate, the demand for an EV or hybrid vehicle will likely increase in the near-term.

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Deutsche Bank Forecast sees slower transportation electrification and greater gasoline demand near-term; increased confidence in the pace and breadth of long-term shift to efficient transportation systems

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Deutsche Bank’s China Auto analyst, Vincent Ha, continues to see robust light vehicle sales over the next few years, with a slow to about 11% YoY growth in 2011 (due to a high base from the 2010 surge, and reductions in government stimulus), followed by sustainable low double digit growth in 2012. An explosion of hybrid sales in Japan.

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Boston-Power to supply Li-ion battery systems to Beijing Electric Vehicle Company for EVs, starting with Saab 9-5 based C70

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China’s stated policy is to lead the world in the development of clean transportation and we intend to produce thousands of hybrid and electric vehicles.” The central government is targeting the production of 500,000 plug-in hybrid and electric vehicles by 2015, with output to grow to 2 million units of those types by 2020.

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Renewable Energy Generation: Change is not a destination, just as hope is not a strategy, a lesson exported from Detroit

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In France, renewable energy consumption will be 20 percent by 2020. In Germany, renewable electricity generation will be 35 percent by 2020, and 50 percent by 2050. Without the CAFE standard and stimulus monies to promote green vehicle tech, the industry would not be headed toward a greener horizon. Source: EIA. Source: EIA.

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