封面
市场调查报告书
商品编码
1325360

全球电动汽车充电智能电网市场 - 2023-2030

Global EV Charging Smart Grids Market - 2023-2030

出版日期: | 出版商: DataM Intelligence | 英文 195 Pages | 商品交期: 最快1-2个工作天内

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简介目录

市场概况

全球电动汽车充电智能电网市场将于 2022 年达到 12 亿美元,预计到 2030 年将达到 101 亿美元,2023-2030 年预测期间复合年增长率为 30.0%。

由于技术进步、政府倡议和自动驾驶电动汽车增加了对电动汽车的需求,全球电动汽车充电站出现了巨大增长。此外,可再生能源併入电网进一步促进了智能充电解决方案的发展。

车辆到电网技术(V2G)技术在全球电动汽车充电智能电网市场中占有一半以上的份额,该技术使电动汽车不仅可以消耗电网的电力,还可以将多余的能量反馈回电网。这种双向能量流为电网运营商提供了管理电力需求和供应的额外工具。

市场动态

对电动汽车的投资不断增加

电动汽车的增长主要取决于价格、续航里程、基础设施和车型等四个基本因素。瑞银集团于2020年4月29日发布的报告显示,与全球其他汽车行业相比,电动汽车销量预计将增长50%。除了特斯拉之外的其他公司也在实践他们的概念。为了技术的进步,保时捷还于2023年底开始生产新型电动汽车。

电动汽车增长的主要因素是智能充电站基础设施,它鼓励主要参与者投资市场。 V2G 等最新技术是一种接入电网的车辆,其中电池将其资源回馈给充电站。 V2G 技术于 1997 年推出,但当时道路上还没有电动汽车。但该领域的进步自 2016 年以来,Cenex 一直在积极进行研究和开发,该技术首次在英国推出。

智能电网技术的进步

随着发展和城市化的到来,生活水平不断提高,能源需求也随之增加。可持续能源是满足需求的最佳解决方案。电动汽车智能电网技术是更好地发电的解决方案,也是一种有效的电力分配方式。市场需要它,因为与我们的传统电网相比,它用途广泛,更容易安装,并且需要的安装面积很小,并且需要满足客户预测不断增长的需求。

从传统电网到智能电网的转变,通过平衡电网和无缝整合可再生能源,帮助公用事业公司减少对化石燃料发电厂的依赖。公用事业公司可以通过使用 V2G 技术来实现其可持续发展目标。新型国内智能电动汽车充电解决方案已被证明能够降低充电价格、保证电网可靠性并提高客户认知度。使其成为满足客户需求的良好可持续方式。

电动汽车充电智能电网站电力需求不断增加

市场上电动汽车的快速增长导致对这些车辆的电力需求增加,导致高峰时段用电量增加,从而超出了电站的容量,从而带来了运营挑战。此外,充电站的额外负荷也会影响电网的稳定性。

电力系统的电压波动和不平衡增加了基础设施的压力并扰乱了整个供电站。保持电网的稳定性对于不间断的充电服务非常重要。自然灾害也是智能电网充电站发展的一个主要问题,因为电力线和输电线路在城市之间是内部连接的。

COVID-19 影响分析

疫情导致电动汽车充电项目的资本成本增加,包括更高的利息贷款和股权投资者的回报。充电基础设施投资的财务可行性受到资本成本增加的影响。贷款人和投资者协调定价并要求更高的回报。为了管理疫情期间的风险敞口,金融机构实施了更严格的贷款条件,例如更高的抵押品和更严格的债务股本比率。

由于资金成本上升和贷款收紧,处于早期阶段的项目被搁置。许多组织发现在新的财务状况下很难为项目提供资金,从而导致项目延迟。资本成本的增加和贷款的严格要求使组织重新评估其现金流预测和整体投资风险。这种重新评估过程导致决策更加保守。

俄罗斯-乌克兰影响分析

由于俄罗斯和乌克兰战争,电动汽车充电设备製造资源供应受到影响。由于地缘政治紧张局势,铜、铝和锂等资源面临中断。这些资源的短缺导致价格上涨和延误。铜是製造电动汽车充电基础设施(包括连接器、充电电缆和其他电子元件)的重要材料。

铝是製造电动汽车充电最重要的材料,通常用于充电站外壳和结构部件。由于俄罗斯和乌克兰生产大部分铝,因此衝突造成的干扰影响了其供应链。锂也是电动汽车生产中使用的锂离子电池中要求最高的成分。由于锂生产与俄罗斯和乌克兰战争没有直接关係,但由于物流挑战而导致全球供应链中断,从而影响了锂离子电池生产的可用性。

人工智能影响分析

人工智能算法可用于电动汽车充电基础设施的数据驱动决策。它可以分析来自充电站、用户行为和电网状况的大量数据。它还可以为利益相关者提供有价值的见解。这些信息对于优化充电基础设施的部署和确定扩展区域非常有用。

电动汽车充电基础设施的安全对于检测网络安全威胁非常重要。黑客用网络流量淹没系统,因此人工智能可以分析这些网络流量并识别异常模式。这些有助于保护用户数据并防止网络攻击。监控可以立即响应系统中发生的任何未经授权的访问。

目录

第 1 章:方法和范围

  • 研究方法论
  • 报告的研究目的和范围

第 2 章:定义和概述

第 3 章:执行摘要

  • 按充电站类型分類的片段
  • 技术片段
  • 按地区分類的片段

第 4 章:动力学

  • 影响因素
    • 司机
      • 对电动汽车的投资不断增加
      • 智能电网技术的进步
    • 限制
      • 基建成本投入高
      • 电动汽车充电智能电网站电力需求不断增加
    • 机会
    • 影响分析

第 5 章:行业分析

  • 波特五力分析
  • 供应链分析
  • 定价分析
  • 监管分析

第 6 章:COVID-19 分析

  • COVID-19 分析
    • 新冠疫情爆发前的情景
    • 新冠疫情期间的情景
    • 新冠疫情后的情景
  • COVID-19 期间的定价动态
  • 供需谱
  • 疫情期间政府与市场相关的倡议
  • 製造商战略倡议
  • 结论

第 7 章:按充电站类型

  • 公共充电站
  • 私人充电站

第 8 章:按技术

  • 车辆到电网技术(V2G))
  • 车联网 (V2x)

第 9 章:按地区

  • 北美
    • 我们
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 意大利
    • 西班牙
    • 欧洲其他地区
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 澳大利亚
    • 亚太地区其他地区
  • 中东和非洲

第 10 章:竞争格局

  • 竞争场景
  • 市场定位/份额分析
  • 併购分析

第 11 章:公司简介

  • ABB Ltd.
    • 公司简介
    • 产品组合和描述
    • 财务概览
    • 主要进展
  • ChargePoint Inc.
  • EVgo Services Inc
  • Schneider Electric
  • Blink Charging Co.
  • Toshiba Corporation
  • Mojo Mobility Inc.
  • General Electric
  • Robert Bosch GmbH
  • Chargemaster plc

第 12 章:附录

简介目录
Product Code: EP6583

Market Overview

The Global EV Charging Smart Grids Market reached US$ 1.2 billion in 2022 and is expected to reach US$ 10.1 billion by 2030 growing with a CAGR of 30.0% during the forecast period 2023-2030.

Globally EV charging stations have witnessed tremendous growth due to advancements in technologies, government initiatives, and self-driving EVs increasing the demand for electric vehicles. Additionally, the integration of renewable energy sources into the grid has further improved the development of smart charging solutions.

Vehicle-To-Grid Technology (V2G) technology holds more than half of the share in the global EV charging smart grids market as the technology allows electric vehicles to not only consume electricity from the grid but also to feed surplus energy back into the grid. This bidirectional energy flow provides grid operators with an additional tool for managing electricity demand and supply.

Market Dynamics

Growing Investments in the Electric Vehicles

The growth of EVs mainly depends upon basic four factors such as price, range, Infrastructure, and Vehicle Models. By the UBS report released on '29 April 2020' the forecast result of sales of electric vehicles increase up to 50% compared to other global automobile industries. Companies other than Tesla are also functioning on their concepts. For the advancement of technology, Porsche also initiated the production of new electric vehicles by the end of 2023.

The major factor for the growth of EVs is smart charging stations Infrastructure which encourages the key players to invest in the market. Recent Technology such as V2G is a vehicle to the grid in which battery give back their resource to charging stations. V2G technology introduces in 1997 but there were no electric vehicles on the road. But advancement in this field Cenex being actively performing research and development since 2016, this technology's first launch in UK.

Advancements in Smart Grid Technologies

With development and urbanization comes the growth in living standards and hence an increase in the energy demand. Sustainable energy is the best solution to meet the demand. Smart grid technology for electric vehicles is the solution for better generation of electric power as well as an efficient way for the distribution of power. It is needed in the market since it is quite versatile as is easier to install and requires little area for installation when compared to our traditional gird and is required to meet the customer forecasting growing demand.

The transition from a traditional to smart grid helps utilities reduce their reliance on fossil fuel power plants by balancing the grid and integrating renewable energy sources seamlessly. Utility companies can achieve their sustainability goals with the use of V2G technology. New domestic smart electric vehicle charging solutions have been demonstrated to be capable of lowering charging prices, guaranteeing grid reliability, and increasing customer awareness. Making it a good sustainable way to meet customer demand.

Increasing Power Demand in the EV Charging Smart Grid Station

The rapid growth of EVs in the market led to increased demand for electricity for these vehicles resulting in higher power consumption during peak hours and hence exceeding the capacity of power stations which leads to operational challenges. Furthermore, additional load from charging stations also impacts the stability of the power grid.

Voltage fluctuations and imbalances of the power system increase stress on infrastructure and disturb the whole power supply stations. Maintaining the stability of the grid is important for uninterrupted charging services. A natural disaster is also a major concern in the growth of smart grid charging stations because power lines and transmission lines are connected internally from city to city.

COVID-19 Impact Analysis

The pandemic led to increased costs in capital for EV charging projects including higher interest loans and return for equity investors. The financial viability of investments in charging infrastructure is affected by the increased cost of capital. Lenders and investors reconcile their pricing and demand higher returns. To manage the risk exposure during the pandemic financial institutions implement more stringent loan terms like higher collateral and stricter debt-to-equity ratios.

Due to higher cost of capital and stricter loans the projects which are in their early stages are put on hold. Many organizations find it difficult to fund projects under the new financial situations which leads to delays in projects. The increased cost of capital and stricter loans made organizations re-evaluate their cash flow projections and overall investment risks. This re-evaluation process leads to a more conservative approach to decision-making.

Russia-Ukraine Impact Analysis

Due to the Russia-Ukraine war, the supply of resources for manufacturing EV charging equipment is affected. Resources like copper, aluminum, and lithium face disruptions due to geopolitical tensions. Shortage of these resources results in increased prices and delays. Copper is the essential material for the manufacturing of EV charging infrastructure including connectors, charging cables, and other electronic components.

Aluminium is the most essential material for manufacturing EV charging which is usually used for charging station enclosures and structural components. Since Russia and Ukraine produce most of the aluminum so there are disturbances due to the conflict which affect their supply chains. Lithium is also the most demanding component of lithium-ion batteries used in the production of EVs. As lithium production is not directly linked with Russia Ukraine war but disruptions in global supply chains occur due to logistical challenges through which these impacts the availability of lithium-ion batteries production.

AI Impact Analysis

AI algorithms can be used in data-driven decision-making for EV charging infrastructures. It can analyze large volumes of data from charging stations, user behavior, and grid conditions. It can also give valuable insights to stakeholders. This information is very useful for optimizing the deployment of charging infrastructure and identifying areas of expansion.

Security of EV charging infrastructure is very important for detecting cyber security threats. Hackers overwhelm the system with network traffic so AI can analyze these network traffic and identify unusual patterns. These help in protecting users' data and protect against cyber attacks. The monitoring provides immediate responses to any unauthorized access that happens in the system.

Segment Analysis

The global EV charging smart grids station market is segmented based on charging station type, technology and region.

Increasing Demand Energy Efficient Technology Escalates The Market Share For V2G Technology

V2G technology has seen significant growth and is expected to cover more than 50.3% of the developing countries in the forecast period. The technology works the same as solar panels which generate power on their own. The advantage of adapting this technology is that it not only charges from the grid station but can give energy back to the grid station when required. This bidirectional technology acts as a power and energy storage device. It stabilizes the grid system during peak periods, by providing power when required.

The V2G technology is similar to V1G charging stations. That controls the charging power when needed to be increased or decreased. The Battery capacity of V2G is 10X more efficient compared to regular smart charging vehicles. By 2030 the growth of electric vehicles increases up to 250 million which means that there will be millions of small energy storages on roads.

Geographical Analysis

Initiatives for Smart City Development and Harmonized Charging Infrastructure Drive Growth of EV Charging Smart Grids Market in Asia-Pacific

The growing population and increasing urbanization in Asian countries which includes China, India, and Japan, the government in these countries taking initiatives towards the smart city where fulfilled the solution for the development of transportation. The infrastructure of EVs is a major part of the development of the smart city which leads to deploying smart charging stations in urban areas. Asian Development Bank and the Electric Vehicle Association of Asia Pacific this organization collaborated for harmonizing the charging system across Borders.

As the demand for EVs increases in the market, smart charging stations also increase which leads to the growth and development of the EV charging smart grids market. Growing demand for charging infrastructure created robust and widespread support for expanding electric vehicles and smart charging stations.

Governments in this region and stakeholders working together for the development of smart network connectivity. For instance, on 20 September 2022, Hubei surpasses sun electric collaborated with BorgWarner Inc. and announced an agreement in which BorgWarner provides solutions to electric vehicles, smart energy businesses, and smart grids.

Competitive Landscape

The major global players in the market include ABB Ltd., ChargePoint Inc., EVgo Services LLC, Schneider Electric, Blink Charging Co., Toshiba Corporation, Mojo Mobility Inc., General Electric, Robert Bosch GmbH, Chargemaster plc.

Why Purchase the Report?

  • To visualize the global EV charging smart grids market segmentation based segmented based on charging station type, technology and regions, as well as understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of EV charging smart grids market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as Excel consisting of key products of all the major players.

The global EV charging smart grids market report would provide approximately 53 tables, 40 figures, and 195 Pages.

Target Audience 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Charging Station Type
  • 3.2. Snippet by Technology
  • 3.3. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Growing Investments In The Electric Vehicles
      • 4.1.1.2. Advancements in Smart Grid Technologies
    • 4.1.2. Restraints
      • 4.1.2.1. High Investment in Infrastructure Cost
      • 4.1.2.2. Increasing Power Demand in the EV Charging Smart Grid Station
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Charging Station Type

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 7.1.2. Market Attractiveness Index, By Charging Station Type
  • 7.2. Public Charging Stations*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Private Charging Stations

8. By Technology

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
    • 8.1.2. Market Attractiveness Index, By Technology
  • 8.2. Vehicle-to-Grid Technology (V2G)) *
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Vehicles-to-everything (V2x)

9. By Region

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 9.1.2. Market Attractiveness Index, By Region
  • 9.2. North America
    • 9.2.1. Introduction
    • 9.2.2. Key Region-Specific Dynamics
    • 9.2.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 9.2.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
    • 9.2.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 9.2.5.1. U.S.
      • 9.2.5.2. Canada
      • 9.2.5.3. Mexico
  • 9.3. Europe
    • 9.3.1. Introduction
    • 9.3.2. Key Region-Specific Dynamics
    • 9.3.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 9.3.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
    • 9.3.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 9.3.5.1. Germany
      • 9.3.5.2. UK
      • 9.3.5.3. France
      • 9.3.5.4. Italy
      • 9.3.5.5. Spain
      • 9.3.5.6. Rest of Europe
  • 9.4. South America
    • 9.4.1. Introduction
    • 9.4.2. Key Region-Specific Dynamics
    • 9.4.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 9.4.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
    • 9.4.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 9.4.5.1. Brazil
      • 9.4.5.2. Argentina
      • 9.4.5.3. Rest of South America
  • 9.5. Asi-Pacific
    • 9.5.1. Introduction
    • 9.5.2. Key Region-Specific Dynamics
    • 9.5.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 9.5.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
    • 9.5.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 9.5.5.1. China
      • 9.5.5.2. India
      • 9.5.5.3. Japan
      • 9.5.5.4. Australia
      • 9.5.5.5. Rest of Asi-Pacific
  • 9.6. Middle East and Africa
    • 9.6.1. Introduction
    • 9.6.2. Key Region-Specific Dynamics
    • 9.6.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
    • 9.6.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology

10. Competitive Landscape

  • 10.1. Competitive Scenario
  • 10.2. Market Positioning/Share Analysis
  • 10.3. Mergers and Acquisitions Analysis

11. Company Profiles

  • 11.1. ABB Ltd.*
    • 11.1.1. Company Overview
    • 11.1.2. Product Portfolio and Description
    • 11.1.3. Financial Overview
    • 11.1.4. Key Developments
  • 11.2. ChargePoint Inc.
  • 11.3. EVgo Services Inc
  • 11.4. Schneider Electric
  • 11.5. Blink Charging Co.
  • 11.6. Toshiba Corporation
  • 11.7. Mojo Mobility Inc.
  • 11.8. General Electric
  • 11.9. Robert Bosch GmbH
  • 11.10. Chargemaster plc

LIST NOT EXHAUSTIVE

12. Appendix

  • 12.1. About Us and Services
  • 12.2. Contact Us