1、1Autotech&Mobility M&A Overview 1H 2023Autotech&Mobility:Development in spite of crisisAfter record volumes and multiples in 2021,EBITDAmultiples are comparably low in 2022,while revenuemultiples and the number of deals are back to normallevels.However,this does not mean that technologicaldevelopmen

2、ts will appear to slow down anytime soon.Electric vehicles and charging are seeing investmentfrom all sides-now that OEMs have realized that themomentum is already in full swing.Market researchshows that an estimated total of$100 billion will beinvested in electric car chargers worldwide in the next

3、three years.AllOEMshaveannouncedmassivebillion-dollarinvestments in the transition to electric vehicles.GMjustannouncedthelargest-everautomotiveinvestment in EV raw materials.The overall revenue pool sees growth of 50%between 2015 and 2030-another indicator of theindustrys monetary potential.Autonom

4、ous driving is still on the fast track towardsreality-a large number of investments are bringingfully autonomous driving within reach.But regulationsare slowing down the momentum.2Autotech&Mobility M&A Overview 1H 2023EV TrendsEVasthemajordrivingforceoftheindusry1.1.GrowthGrowthprojectionsprojection

5、saccelerateaccelerate:AccordingtoBNEFs 2022 Long-Term Electric Vehicle Outlook,the number of passenger and commercial ZEVsworldwide will reach 781 million by 2040.In 2020,this forecast had just 491 million ZEVs on the roadin 2040.The latest outlook sees passenger ZEVsmaking up 45%of the 2040 passeng

6、er vehicle fleet,up from 39%in the 2021 report.Commercial ZEVshit 26%of the 2040 commercial fleet,up from 24%in the 2021 report.In total,across passenger andcommercial vehicles,the 2040 ZEV fleet share wentfrom 36%in 2021 to 42%in the 2022 report.TheIEAs2022GlobalEVOutlookincreaseditsexpected 2030 B