欧洲和北美的电动汽车 (EV) 充电基础设施(第 3 版)
市场调查报告书
商品编码
1193446

欧洲和北美的电动汽车 (EV) 充电基础设施(第 3 版)

EV Charging Infrastructure in Europe and North America - 3rd Edition

出版日期: | 出版商: Berg Insight | 英文 190 Pages | 商品交期: 最快1-2个工作天内

价格

欧洲安装的专用电动汽车 (EV) 充电站总数预计将从 2021 年的 450 万个增长到 2026 年的 1960 万个,复合年增长率为 34%。 北美安装的专用充电站数量预计将从 2021 年的 140 万个增加到 2026 年的 610 万个,复合年增长率为 34%。 到 2021 年,这两个地区约有 160 万个充电站将通过蜂窝连接进行监控。

本报告分析了欧洲和北美的电动汽车 (EV) 充电基础设施市场,包括市场的基本结构、主要参与者、当前 EV 充电技术和标准的概述以及 EV 充电的价值链,我们整理并发布了当前传播和利用状况、主要公司概况(68 家硬件/软件供应商、32 家充电站运营商 (CSO))以及未来市场趋势(至 2026 年)等信息。

内容

第一章欧洲和北美的电动汽车充电

  • 欧洲电动汽车充电基础设施
  • 北美电动汽车充电基础设施
  • 电动汽车市场
    • 汽车模型
    • 欧洲电动汽车市场
    • 北美的电动汽车市场
  • 市场参与者
    • CPO(充电站运营商)
    • MSP(移动服务提供商)
    • 硬件和软件提供商

第二章充电技术与标准

  • 电动汽车充电
    • 交流/直流
    • 充电模式和电平
    • 电池容量和充电时间
  • 连接器标准
    • 1 类/SAE J1772
    • 类型 2
    • CCS(联合充电系统)
    • 查德莫
    • 特斯拉增压器
    • 国标/吨
  • 连接和管理软件
    • 用于蜂窝物联网的网关、路由器和调製解调器
    • OCPP(开放式充电点协议)
    • 充电站管理软件
  • 支付解决方案
    • 移动支付和 RFID 标籤
    • ISO 15118
    • 自动充电
    • 支付终端

第 3 章充电站运营商 (CPO)

  • 欧洲
    • Allego
    • Atlante
    • Be Charge
    • Bouygues Energies and Services (Bouygues Construction)
    • BP Pulse
    • CEZ Group
    • E.ON Group
    • EnBW
    • Eneco eMobility
    • Enel X (Enel Group)
    • ESB Group
    • Fastned
    • Freshmile
    • Iberdrola Group
    • InstaVolt
    • Ionity
    • Izivia (EDF)
    • Jolt Energy
    • Mer (Statkraft)
    • Power Dot
    • Recharge
    • Shell Recharge Solutions
    • TotalEnergies
    • Vattenfall Group
  • 北美
    • Blink Charging
    • Electrify America
    • Electrify Canada
    • EVgo
    • Francis Energy
    • Hydro-Québec
    • Tesla
    • Volta Charging

第 4 章硬件和软件提供商

  • 欧洲
    • ABB
    • ABL
    • ADS-TEC Energy
    • Alfen
    • Alpitronic
    • Amina Charging
    • AMPECO
    • Charge Amps
    • Chargecloud
    • ChargeNode
    • Circontrol
    • Compleo Charging Solutions
    • CTEK
    • DBT Group
    • Driivz
    • Easee
    • Eaton
    • Ecotap (Legrand)
    • Efacec
    • Ekoenergetyka
    • Elli
    • eNovates
    • Ensto Building Systems (Legrand)
    • E-Totem
    • EO Charging
    • Etrel
    • EVBox (ENGIE)
    • Evtec
    • Fortum
    • Garo
    • Gnrgy
    • GreenFlux
    • Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • Ingeteam
    • IES Synergy
    • Juice Technology
    • KEBA
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Mennekes Group
    • Pod Point (EDF)
    • Rolec Services
    • Schneider Electric
    • Siemens
    • Smartlab
    • Teltonika
    • Tritium
    • Virta
    • Wallbox
    • Webasto
    • Wirelane
    • Zaptec
  • 北美
    • Flo
    • BorgWarner
    • BTC Power (E.ON)
    • ChargePoint
    • ClipperCreek
    • Delta Electronics
    • Elmec
    • EV Connect
    • EvoCharge (Phillips & Temro)
    • EVPassport
    • FreeWire Technologies
    • InductEV
    • SemaConnect
    • SK Signet
  • 其他硬件供应商

第五章市场分析与趋势

  • 市场分析
    • 市场预测
    • 按区域进行市场分析
    • 政府奖励和投资
  • 价值链分析
    • EV 充电硬件供应商
    • 软件提供商和 CSO
    • 汽车行业的公司
    • 併购 (M&A)
  • 市场趋势
    • 儘管市场存在不确定性,但电动汽车市场继续增长
    • 可连接的充电站:不断改进收支规划
    • 通过併购促进电动汽车充电行业的重组
    • IPO:获得成长资本
    • 欧洲对公共和目的地充电的需求激增
    • 采用开放式架构修改 EV 充电价值链
    • 模块化设计改进了直流充电盒
    • 由汽车原始设备製造商提供 MSP 服务:减少电动汽车普及的障碍
    • 快速充电:向城市地区发展
    • 重型商用车充电:新兴细分市场
  • 首字母缩略词列表

This study investigates the electric vehicle charging infrastructure market in Europe and North America. The total installed base of dedicated charging points in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 34 percent from 4.5 million in 2021 to 19.6 million by 2026. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 1.4 million in 2021 to reach 6.1 million in 2026, growing at a CAGR of 34 percent. These numbers include both private and public charging points. About 1.6 million of these charging points in the two regions were monitored via cellular connections in 2021. Get up to date with the latest information about vendors, charge point operators, products and markets.

Highlights from the report:

  • Insights from 30 executive interviews with market leading companies.
  • New data on EV charging infrastructure in Europe and North America.
  • Comprehensive description of the EV charging value chain and key applications.
  • In-depth analysis of market trends and key developments.
  • Profiles of 68 companies offering EV charging hardware and software.
  • Profiles of 32 charge point operators (CPOs).
  • Market forecasts lasting until 2026.

Table of Contents

  • Table of Contents
  • List of Figures
  • Executive Summary

1. EV Charging in Europe and North America

  • 1.1. EV charging infrastructure in Europe
  • 1.2. EV charging infrastructure in North America
  • 1.3. The electric vehicle market
    • 1.3.1. Vehicle types
    • 1.3.2. The electric vehicle market in Europe
    • 1.3.3. The electric vehicle market in North America
  • 1.4. Market players
    • 1.4.1. Charge point operators (CPOs)
    • 1.4.2. Mobility service providers (MSPs)
    • 1.4.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Charging modes and levels
    • 2.1.3. Battery capacity and charging time
  • 2.2. Connector Standards
    • 2.2.1. Type 1/SAE J1772
    • 2.2.2. Type 2
    • 2.2.3. Combined charging system (CCS)
    • 2.2.4. CHAdeMO
    • 2.2.5. North American Charging Standard (Tesla)
    • 2.2.6. GB/T
  • 2.3. Connectivity and management software
    • 2.3.1. Cellular IoT gateways, routers and modems
    • 2.3.2. The open charge point protocol (OCPP)
    • 2.3.3. Charging station management software
  • 2.4. Payment solutions
    • 2.4.1. Mobile payments and RFID tags
    • 2.4.2. ISO 15118
    • 2.4.3. Autocharge
    • 2.4.4. Payment terminals

3. Charge Point Operators

  • 3.1. Europe
    • 3.1.1. Allego
    • 3.1.2. Atlante
    • 3.1.3. Be Charge
    • 3.1.4. Bouygues Energies and Services (Bouygues Construction)
    • 3.1.5. BP Pulse
    • 3.1.6. CEZ Group
    • 3.1.7. E.ON Group
    • 3.1.8. EnBW
    • 3.1.9. Eneco eMobility
    • 3.1.10. Enel X (Enel Group)
    • 3.1.11. ESB Group
    • 3.1.12. Fastned
    • 3.1.13. Freshmile
    • 3.1.14. Iberdrola Group
    • 3.1.15. InstaVolt
    • 3.1.16. Ionity
    • 3.1.17. Izivia (EDF)
    • 3.1.18. Jolt Energy
    • 3.1.19. Mer (Statkraft)
    • 3.1.20. Power Dot
    • 3.1.21. Recharge
    • 3.1.22. Shell Recharge Solutions
    • 3.1.23. TotalEnergies
    • 3.1.24. Vattenfall Group
  • 3.2. North America
    • 3.2.1. Blink Charging
    • 3.2.2. Electrify America
    • 3.2.3. Electrify Canada
    • 3.2.4. EVgo
    • 3.2.5. Francis Energy
    • 3.2.6. Hydro-Québec
    • 3.2.7. Tesla
    • 3.2.8. Volta Charging

4. Hardware and Software Providers

  • 4.1. Europe
    • 4.1.1. ABB
    • 4.1.2. ABL
    • 4.1.3. ADS-TEC Energy
    • 4.1.4. Alfen
    • 4.1.5. Alpitronic
    • 4.1.6. Amina Charging
    • 4.1.7. AMPECO
    • 4.1.8. Charge Amps
    • 4.1.9. Chargecloud
    • 4.1.10. ChargeNode
    • 4.1.11. Circontrol
    • 4.1.12. Compleo Charging Solutions
    • 4.1.13. CTEK
    • 4.1.14. DBT Group
    • 4.1.15. Driivz
    • 4.1.16. Easee
    • 4.1.17. Eaton
    • 4.1.18. Ecotap (Legrand)
    • 4.1.19. Efacec
    • 4.1.20. Ekoenergetyka
    • 4.1.21. Elli
    • 4.1.22. eNovates
    • 4.1.23. Ensto Building Systems (Legrand)
    • 4.1.24. E-Totem
    • 4.1.25. EO Charging
    • 4.1.26. Etrel
    • 4.1.27. EVBox (ENGIE)
    • 4.1.28. Evtec
    • 4.1.29. Fortum
    • 4.1.30. Garo
    • 4.1.31. Gnrgy
    • 4.1.32. GreenFlux
    • 4.1.33. Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • 4.1.34. Ingeteam
    • 4.1.35. IES Synergy
    • 4.1.36. Juice Technology
    • 4.1.37. KEBA
    • 4.1.38. Kempower
    • 4.1.39. Kostad
    • 4.1.40. L-Charge
    • 4.1.41. Last Mile Solutions
    • 4.1.42. Mennekes Group
    • 4.1.43. Pod Point (EDF)
    • 4.1.44. Rolec Services
    • 4.1.45. Schneider Electric
    • 4.1.46. Siemens
    • 4.1.47. Smartlab
    • 4.1.48. Teltonika
    • 4.1.49. Tritium
    • 4.1.50. Virta
    • 4.1.51. Wallbox
    • 4.1.52. Webasto
    • 4.1.53. Wirelane
    • 4.1.54. Zaptec
  • 4.2. North America
    • 4.2.1. Flo
    • 4.2.2. BorgWarner
    • 4.2.3. BTC Power (E.ON)
    • 4.2.4. ChargePoint
    • 4.2.5. ClipperCreek
    • 4.2.6. Delta Electronics
    • 4.2.7. Elmec
    • 4.2.8. EV Connect
    • 4.2.9. EvoCharge (Phillips & Temro)
    • 4.2.10. EVPassport
    • 4.2.11. FreeWire Technologies
    • 4.2.12. InductEV
    • 4.2.13. SemaConnect
    • 4.2.14. SK Signet
  • 4.3. Additional hardware vendors

5. Market Analysis and Trends

  • 5.1. Market analysis
    • 5.1.1. Market forecast
    • 5.1.2. Regional market analysis
    • 5.1.3. Government incentives and investments
  • 5.2. Value chain analysis
    • 5.2.1. EV charging hardware vendors
    • 5.2.2. Software providers and charge point operators
    • 5.2.3. Automotive industry players
    • 5.2.4. Mergers and acquisitions
  • 5.3. Market trends
    • 5.3.1. The electric vehicle market continues to grow in spite of market uncertainty
    • 5.3.2. The business case for connected charging stations continues to improve
    • 5.3.3. M&As drive consolidation in the EV charging landscape
    • 5.3.4. Going public gives access to growth capital
    • 5.3.5. Demand for public and destination charging to increase rapidly in Europe
    • 5.3.6. Open architectures alter the EV charging value chain
    • 5.3.7. A modular design improves the case for DC charging
    • 5.3.8. Car OEMs offer MSP services to lower barriers to EV adoption
    • 5.3.9. Fast charging to move to more urban locations
    • 5.3.10. Heavy commercial vehicle charging emerges as a new segment
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Public normal and fast charging points (EU22+3 2021)
  • Figure 1.2: BEVs per public normal and fast charging points (EU22+3 in 2021)
  • Figure 1.3: Normal and fast charging points (North America 2021)
  • Figure 1.4: Electric vehicles per normal and fast charging points (North America 2021)
  • Figure 1.5: Registered electric vehicles and new registrations (EU22+3 2021)
  • Figure 1.6: Registered electric vehicles and sales (North America 2021)
  • Figure 2.1: Charging using alternating current (left) and direct current (right)
  • Figure 2.2: Charging modes
  • Figure 2.3: Charging levels
  • Figure 2.4: Examples of battery capacity for different car models
  • Figure 2.5: Theoretical charging times for a 90-kWh battery
  • Figure 2.6: Connector standards by geographical region
  • Figure 2.7: Common features in cellular IoT gateways and routers
  • Figure 2.8: Examples of routers used in EV charging applications
  • Figure 2.9: Overview of a cluster configuration
  • Figure 2.10: Example of a dashboard for management of charging operations
  • Figure 2.11: Example of RFID card and tag
  • Figure 2.12: Examples of payment terminals for EV charging stations
  • Figure 3.1: An Allego fast charging location
  • Figure 3.2: Enel X's Juicebox
  • Figure 3.3: A Fastned charging location
  • Figure 3.4: An Ionity charging site
  • Figure 3.5: Jolt's MerlinOne mobile charger and swap truck
  • Figure 3.6: Shell Recharge Solutions' charger for businesses
  • Figure 3.7: A Francis Energy charging station
  • Figure 3.8: Tesla's Supercharger
  • Figure 3.9: Tesla's Wall Connector
  • Figure 3.10: Charging station from Volta Charging
  • Figure 4.1: The Terra AC wallbox and Terra 360 from ABB
  • Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 4.3: The Hypercharger HYC300
  • Figure 4.4: The wallbox from Amina Charging
  • Figure 4.5: The Raption 400 and Raption 150 Compact chargers
  • Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
  • Figure 4.7: Easee's wallbox charger
  • Figure 4.8: Ecotap's Homebox and DC150/180 chargers
  • Figure 4.9: The Ensto One and Media chargers
  • Figure 4.10: The INCH Pro from Etrel
  • Figure 4.11: Troniq Modular and BusinessLine Double from EVBox
  • Figure 4.12: Juice Booster 3 with connector and adapters
  • Figure 4.13: KeContact P30 from KEBA
  • Figure 4.14: Kempower Satellite and Station Charger
  • Figure 4.15: Unity22 and Unity360 from Kostad
  • Figure 4.16: E-mobility Gateway and Amtron Compact from Mennekes
  • Figure 4.17: Siemens VersiCharge wallbox
  • Figure 4.18: Teltonika's TeltoCharge
  • Figure 4.19: The Tritium RT50
  • Figure 4.20: Quasar 2 from Wallbox
  • Figure 4.21: Next and TurboDX from Webasto
  • Figure 4.22: BTC Power's Gen 4 and 350 kW Dispenser unit
  • Figure 4.23: ChargePoint Home and Express
  • Figure 4.24: Overview of SemaConnect's offering
  • Figure 4.25: Additional hardware suppliers
  • Figure 5.1: Installed base and shipments of charging points (Europe 2021-2026)
  • Figure 5.2: Connected charging points by technology (Europe 2021-2026)
  • Figure 5.3: Installed base and shipments of charging points (North America 2021-2026)
  • Figure 5.4: Connected charging points by technology (North America 2021-2026)
  • Figure 5.5: Policies active in major electric vehicle countries in Europe (Q4-2022)
  • Figure 5.6: Installed base of charging points by vendor (Europe Q4-2022)
  • Figure 5.7: Installed base of DC charging stations by vendor (Europe Q4-2022)
  • Figure 5.8: Installed base of charging points by vendor (North America Q4-2022)
  • Figure 5.9: Installed base of DC charging stations by vendor (North America Q4-2022)
  • Figure 5.10: Connected charging points by software vendor (Europe Q4-2022)
  • Figure 5.11: Connected charging points by software vendor (North America Q4-2022)
  • Figure 5.12: Public charging networks (North America January 2022)
  • Figure 5.13: Public DC charging networks (North America January 2022)
  • Figure 5.14: M&As among companies active in EV charging (2017-2023)
  • Figure 5.15: lPOs and listings via SPAC mergers (2014-2022)