Market Outlook of the Electric Vehicle Market and …

1 Market Outlook of the Electric Vehicle Market and charging Infrastructure Virtual Summit : EMOBILITY Outlook 2014. Global Megatrends Affecting Mobility in the Future Urbanization E-Mobility Smart and Sustainable New Micro Mobility Cities Products Car Sharing/Car Sustainable Public Integrated Mobility New Business Models Pooling Transportation and Solutions (Value for Many). BRT. High Speed Rail Geo-Socialization Connected and Power to the Middle Class And Social Media Wireless Planet and Gen Y. Photo Credits: Dreamstime and Commons Source: Frost & Sullivan analysis 2. Global Uptake of Electrification in Passenger Vehicles Total Electrified Vehicles likely to reach units by 2022. Full and mild hybrids expected to be standardized across models. Electrified Vehicles Market : Sales Forecast Estimates for hybrid, Electric and fuel cell vehicles (Global), 2012-2022. 14,000 Series Thousands production of FCEV (2%).

2 FCEV Witness EVs growth 12,000 increase and HEV. growth shrink 10,000. Shift from full EV (50%). hybrids to 8,000 China PHEVs in the New Energy West 6,000 More clarity on Vehicle policy propulsion showing results adoption= mH. Hybrid 4,000 Sales >1M. HEV (48%). 2,000. - 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022. Mild Hybrids Full Hybrids BEV eREV NEV/QC PHEV FCEV. Hybrid Vehicles Electric Vehicles Fuel Cell Vehicle Note: Regions include North America, Europe, China , Japan, India, South Korea and Australia Source: Frost & Sullivan Analyis 3. Electric Vehicle Sales 2013. In 2013, EV sales increased by per cent and about 190,000 units were sold globally - in comparison to 119,748 units sold in 2012. Total Electric Vehicle Market : Sales by Country, Global, 2013. 97,936. Units 31,180. 14,204. 6,889 7,665 8,272 9,532. 1,728 453 1,071 820 1,840 1,422 3,800 278. Country Note: Others include - other European countries Total Electric Vehicle Market : Sales Breakdown by Total Electric Vehicle Market : Sales Breakdown by EV.

3 Region, Global, 2013 Type, Global, 2013. Japan Unclassified 17%. 4%. Australia PHEV. 0% 22%. China The United States 5% 50% NEV BEV. 2% 58%. Europe eREV. 26% 14%. Note: November & December 2013 sales have been extrapolated Note: Figures are rounded. The base year is 2013. Source: Frost & Sullivan 4. Comparative Analysis of Top EV OEMs by Region & Type 2013. Renault Nissan and Toyota are the only Vehicle manufacturers established as a Global EV player in 2013;. PHEVs are expected got get hotter post 2014 with more launches OEM Breakdown by Region, Global, 2013 OEM Breakdown by EV Type, Global, 2013. APAC PHEV. 9,648 ~ 25,037. Toyota Toyota 13,431 North America eREV. 3,313 Europe ~1,355 BEV. Tesla Tesla 18,596. 2,803 ~21,399. Renault Mitsubishi General Renault Mitsubishi General 11,531. Nissan Nissan 22,081. 21,954 ~ 55,566. 9,785 ~ 6,855. 1,110. 519 ~4,559. 99. Motors Motors 23,253 ~25,899.

4 3,102 ~555. ~12,788. Ford Ford 14,540. 234 ~1,986. 0 5000 10000 15000 20000 25000 - 20,000 40,000 60,000. 5. EV Outlook 2014 Sales Forecast by Region and Technology Battery Electric Vehicles are likely to take up about 60% of the total EV sales in 2014, But share of PHEVs is expected to grow by 2-3%. Total Electric Vehicle Market : Unit Shipment Forecast by Region and Technology, Global, 2013 and 2014. ~260-280,000. Units (Thousands). ~190,000. ~ ~ ~ . ~ 15 - Europe North America China Japan Others 2013 Region 2014. BEV eREV PHEV NEV. Expected Growth Rate: +40-44%. Note: Graph in center represents data for 2014. Note: All figures are rounded. The base year is 2013. Source: Frost & Sullivan. 6. Electric Vehicle charging in North America Approximately 50 per cent BEV users to use level 2 charging by 2017 due to less charging time charging Battery Usage of level 2 Usage of Mode Electric Vehicle Type Level 1.

5 Time level 1 Capacity charging DC charging Battery Electric Vehicles 10-12. (BEV) 20-25 kWh hours Extended Range Electric Vehicles (EREV) 6-8 hours 10-16 kWh High Performance Electric Vehicle (HPEV) >15 hours >30 kWh Neighborhoods Electric Vehicles/ Quadra cycles <3 hour ~5 kWh (NEV/QC). Plug-in Hybrid Electric Vehicles (PHEV) <4 hours ~5-8 kWh Source: Frost & Sullivan analysis 7. Global Electric Vehicle Public charging Station Facts (2013). The United States leads the way with the highest number of public charging stations as a result of the instantaneous implementation of government projects. The United Germany France The United Spain States Kingdom No. of charging stations: No. of charging stations: No. of charging stations: No. of charging stations: No. of charging stations: 24,000 1,600 2,000 3,100 1,500. Key participants: Coulomb, Key participants: Siemens, Key participants: EDF, Park Key participants: Podpoint, Key participants: KEBA.

6 Ecotality, Aerovironment Park & Charge, Rittal & Charge, Vinci Autoroutes Elektromotive, Chargemaster AG, Iberdrola, Gamesa Australia Italy No. of charging stations: No. of charging stations: 450 1,100. Key participants: Key participants: ENEL, Chargepoint, Better Place Park & Charge The Japan Netherlands No. of charging stations: No. of charging stations: 900 2,300. Key participants: Epyon, Key participant: Chademo Alfen, ABB. Norway Portugal Demark Sweden China No. of charging stations: No. of charging stations: No. of charging stations: No. of charging stations: No. of charging stations: 1,400 700 600 800 2,800. Key participants: Lyse, Key participant: Key participants: Elektromotive, Key participants: Park & Key participants: SGCC, Ensto, ABB Better Place Charge, DBT CSG, CNOOC. Source: Frost & Sullivan 8. Inductive charging - Future Trends Infiniti EV is expected to be the first Electric Vehicle to be launched during 2015 with an built-in inductive charging technology.

7 Inductive charging for Electric Vehicles: Future Market Trends, Global, 2010-2020. Second phase for OEMs such as Audi, BMW, Renault- dynamic charging Nissan may start adopting to the inductive charging as a built-in or optional feature Technology Advancement Initial launch of Demonstration projects for static dynamic charging charging Test tracks for dynamic charging Inductive charging available as an option by default. Establish Standards Initial launch of EVs with inductive charging as an option, Ex., Potentially Infiniti EV. Test projects 2010 2012 2014 2016 2018 2020. Source: Frost & Sullivan analysis. 9. Inductive charging - Competitive Trends Market Participants from multiple industries such as telecom, industrial automation, utilities etc are transforming the industry by establishing their presence. Inductive charging for Electric Vehicles: Market Trends, Global, 2012. Component manufacturers from various verticals Telecom Industrial Automation Transport SEW-Eurodrive, Qualcomm etc electrification Vahle etc Utilities Bombardier etc EDF, Vattenfall, Endesa etc Inductive charging Market Source: Frost & Sullivan analysis.

8 10. Contacts Anjan Hemanth Kumar Martyn Briggs Team Leader Programme Manager Automotive and Transportation Automotive and Transportation (0091) 80 6160 6666 (0044) 2079157830. Franck Leveque Sarwant Singh Programme Manager Partner and Business Leader Automotive and Transportation Automotive and Transportation Department (0044) 2079157871 (0044) 2077303343. 11.