Table of Contents PLAYERS 3 TRENDS 4 Technology trends 4 Macroeconomic themes 5 Regulatory themes 7 VALUE CHAIN 8 Batteries 9 Semiconductors 11 Auto components 12 Assembly 13 In-car infotainment 14 Autonomous driving systems 15 Charging stations 16 INDUSTRY ANALYSIS 17 Market size and growth forecasts for EVs 17 The dynamics of the lithium market 20 Competitive analysis 21 Mergers and acquisitions 22 Timeline 24 COMPANIES SECTION 25 Public companies 25 Private companies: 28 AUTOMOTIVE SECTOR SCORECARD 30 Who’s who in the automotive sector 30 Thematic screen 31 Valuation screen 32 Risk Screen 33 TECHNOLOGY BRIEFING 34 GLOSSARY 36 APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY 38

Albemarle BYD Byton CATL Didi Chuxing Dyson Geely GM Great Wall Motors Infineon NIO Nissan Panasonic Robert Bosch Tata Motors Tesla Toyota VW XCharge Xiaopeng Motors