毕马威（KPMG）：2022年纯电动汽车(BEV)市场分析报告-押注汽车的未来（英文版）

kpmg.comPlace your billion-dollar bets wiselyPowertrain strategies for the post-ICE automotive industryFor more than a century, the automotive industry has been defined by one constant and arguably dominant force: the reign of the internal combustion engine (ICE). Now, a tsunami of investment—some $200 billion—has hit the industry from automotive start-ups, established automakers and suppliers, even tech companies that are betting on a new powertrain king: the battery electric vehicle (BEV). As we publish this paper, the Biden administration has proposed a raft of new supports for the U.S. EV business, including fresh buyer incentives. Add in the momentum created by the enormous success of Tesla, global concerns around climate change, and new regulatory regimes that could literally outlaw ICE powertrains, and you have a new auto industry, dominated by BEV powertrains. A BEV future is clearly the current conventional wisdom. But is it right? Or, as is often the case, is conventional w