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全球电动车充电器市场功率模组 - 2024-2031

Global Power Module for EV Charger Market - 2024-2031

出版日期: 2024年04月03日 | 出版商:

DataM Intelligence | 英文 190 Pages | 商品交期: 约2个工作天内

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简介目录

概述

2023年，全球电动车充电器功率模组市场规模达200万美元，预计2031年将达到1,050万美元，2024-2031年预测期间复合CAGR为23.0%。

电动车采用和充电基础设施的发展是由预计将推动全球电动车充电器电源模组市场成长的主要因素所推动的。全球对环境永续性的日益增长的承诺是一个重要的推动力。减少碳排放对于企业、消费者和政府来说变得越来越重要，而转向电动车是这项更大的永续发展议程的重要组成部分。因此，对创新且有效的电源模组的需求不断增长，以促进电动车充电基础设施的发展。

此外，电动车充电电源模组市场正在不断扩大，这在很大程度上得益于技术的发展。电力电子、半导体技术和充电协议始终在不断发展，这有助于创建更可靠、更有效率、更经济的电源模组。尤其需求的是具有快速充电功能的高功率模组，这可以消除客户对充电时间的担忧，并提高电动车的整体便利性。

由于政府对电动车的倡议日益增多，亚太地区正在主导燃油喷射市场。中央政府已製定计划，让公共部门企业在印度各地建立新的电动车充电站。 2022年2月，电力部计划，IOCL、BPCL和HPCL等PSU将在国内已开发城市和主要道路安装22,000个电动车充电站。印度出行新创企业Automobile于2022年3月表示，计画在全国11个城市安装500个电动车充电站。该公司与电动车充电合作伙伴 Midgard Electric 合作，在汽车销售点安装 Bharat AC-001 和 DC-001 电动车充电器。这些改进预计将推动亚太地区电动车充电器的电源模组市场的发展。

动力学

电动车 (EV) 的采用迅速增加

全球电动车使用量的不断增长是推动电动车充电器电源模组市场的主要因素之一。随着各国努力降低温室气体排放和应对气候变化，永续交通变得更加重要。此外，政府正在激励企业和个人。透过制定更严格的污染限制和提供激励措施来购买电动车。由于电动车使用的蓬勃发展，全球市场正在不断扩大，这反过来又推动了充电基础设施对高性能、高效能电源模组的需求。

国际能源总署报告指出，到2023年，即使家庭充电目前可以满足大部分充电需求，公共充电桩也将需要提供与传统汽车加油相同程度的可及性和便利性。公共充电基础设施对于电动车的普及至关重要，特别是在人口稠密、家庭充电机会较为有限的地方。到2022 年底，全球公共充电站数量已增至270 万个，2022 年将新增超过90 万个，比2021 年存量增长约55%，与2015 年至2015 年全球危机前50% 的增长率相当. 2019.

电力电子技术的进步

电动车 (EV) 充电器的电源模组是一个不断发展的行业，这在很大程度上要归功于电力电子技术的快速发展。这些开发包括电源模组操作和设计的多个方面，可提高电动车充电基础设施的整体性能、可靠性和效率。半导体材料的持续成长是重要的技术驱动力之一。

更耐用、更导电、更热稳定的材料正在开发中，这使得设计能够承受更大功率负载并更有效运行的电源模组成为可能。该解决方案透过为电动车提供更快的充电阶段来解决电动车采用的关键问题。例如，2024年，电动车测试解决方案供应商Unico透过收购超小型电力电子新创公司Present Power Systems (PPS)，扩大了其在传统电动车(EV)测试市场的产品线。对 Present Power Systems 的收购坚定了 Unico 改造电动车充电和电池测试产业的决心。

初始成本和基础建设投资较高

全球电动车充电站电源模组市场受到安装电动车（EV）充电站所需的大量前期支出和基础设施投资的严重限制。购买电源模组、支付安装费用以及对电网连接进行投资是与创建广泛而有效的充电系统相关的一些重要的前期支出。

这种财务障碍可能会减缓充电基础设施的成长，这对政府、私人企业和投资者来说尤其困难。高额的前期费用也损害了充电站营运商的获利能力，可能限制其业务发展能力并阻碍整个市场的扩张。此外，基础建设成本可能会令潜在投资者望而却步，并阻碍经济因素重大地区充电网路的发展。

The development of EV adoption and charging infrastructure is being driven by major factors that are expected to propel the growth of the global power module market for EV chargers. The growing globally commitment to environmental sustainability is one important motivator. Reducing carbon emissions is becoming more and more important to businesses, consumers and governments and switching to electric vehicles is an essential part of this larger sustainability agenda. Because of this, there is a growing demand for innovative and effective power modules to facilitate the growth of EV charging infrastructure.

Additionally, the market for EV charger power modules is expanding due in large part to technological developments. Power electronics, semiconductor technologies and charging protocols are always evolving, which helps to create power modules that are more dependable, efficient and affordable. Particularly in demand are high-power modules with fast-charging capabilities, which allay customer worries about charging periods and enhance the general convenience of electric vehicles.

Asia-Pacific is dominating the fuel injection market due to the growing government initiatives for electric vehicles. The central government has set plans for public-sector enterprises to establish new EV charging stations across India. In February 2022, the Ministry of Power planned that the PSUs, IOCL, BPCL and HPCL, will install 22,000 EV charging stations in developed cities and major roads in the country. Automobile, an Indian mobility start-up, stated in March 2022 that it plans to install 500 EV charging stations in 11 cities across the country. The company has teamed with Midgard Electric, an EV charging partner, to install Bharat AC-001 and DC-001 EV chargers at Automobile outlets. Such improvements are projected to boost the power module market for EV chargers in Asia-Pacific.

Dynamics

Rapid Increase in the Adoption of Electric Vehicles (EVs)

The growing global use of electric vehicles is one of the main factors driving the market for power modules for EV chargers. Sustainable transportation has become more important as nations attempt to lower greenhouse gas emissions and fight climate change. Additionally, the governments are incentivizing businesses and individuals. to purchase electric cars by enacting stricter pollution limits and offering incentives. The global market is expanding as a result of the boom in the use of electric vehicles, which in turn is pushing up demand for high-performance and efficient power modules in charging infrastructure.

The International Energy Agency report states that by 2023, public chargers will be required to offer the same level of accessibility and convenience as traditional vehicle refueling, even if home charging presently meets most of the charging demand. Infrastructure for public charging is essential to the uptake of electric vehicles, especially in densely populated places where access to home charging is more limited. By the end of 2022, the number of public charging stations had increased to 2.7 million globally, with over 900,000 added in 2022 roughly a 55% increase over the stock in 2021 and comparable to the 50% growth rate before the global crisis between 2015 and 2019.

Technological Advancements in Power Electronics

Power modules for electric vehicle (EV) chargers are a growing industry due in large part to the quick advances in power electronics technology. The developments include several facets of power module operation and design, which improve the overall performance, dependability and efficiency of EV charging infrastructure. The continual growth of semiconductor materials is one important technical driver.

More durable, more conductive and more thermally stable materials are being developed, which makes it possible to design power modules that can take larger power loads and run more effectively. The addresses a crucial aspect of EV adoption by giving electric vehicles faster charging phases. For Instance, in 2024, EV test solutions provider Unico expanded its product line in the conventional electric vehicle (EV) testing market by acquiring Present Power Systems (PPS), an ultra-compact power electronics startup. The acquisition of Present Power Systems strengthens Unico's resolve to transform the EV charging and battery testing industries.

High Initial Costs and Infrastructure Investment

The global market for power modules for EV chargers is severely restricted by the large upfront expenditures and infrastructure investment involved in installing electric vehicle (EV) charging stations. Buying power modules, paying for installation and making investments in grid connections are some of the significant up-front expenditures associated with creating a broad and effective charging system.

The growth of charging infrastructure can be slowed down by this financial barrier, which can be especially difficult for governments, private companies and investors. The high upfront expenses harm charging station operators' profitability as well, possibly restricting their capacity to develop their businesses and impeding the expansion of the market as a whole. In addition, the cost of infrastructure construction might discourage prospective investors and impede the growth of charging networks in areas where economic factors are significant.

Segment Analysis

The global power module for ev charger market is segmented based on phase, vehicle, end-user and region.

Growing Adoption of Single Phase Module for EV Charger

Based on the phase, the power module for EV charger market is segmented into single phase and triple phase. SiC power modules provide superior efficiency and performance than traditional silicon-based modules. It allow for faster charging and more efficient power conversion, which is critical for onboard EV charging systems. The increased efficiency results in shorter charging intervals and better overall performance, which drives the adoption of EV chargers equipped with SiC power modules in single phase.

In October 2022, Onsemi has released new SiC power modules designed for on-board EV charging. Higher breakdown voltages and increased circuit efficiency due to lower switching losses are made attainable by the use of silicon carbide FETs and diodes. Three modules constitute up the APM32 series, which is packaged utilizing transfer molded technology. H-Bridge SiC MOSFET modules NVXK2TR40WXT and NVXK2TR80WDT are utilized.

Geographical Penetration

Asia-Pacific is Dominating the Power Module for EV Charger Market

The electric vehicle industry in Asia-Pacific is rapidly expanding due to increased urbanization, population expansion and environmental concerns. As more individuals and Organizations migrate to electric vehicles to minimize pollution and reliance on fossil fuels, the need for EV chargers and accompanying power modules increases. According to China's electric car charging alliance, in 2022, China added 650,000 public chargers, bringing the total to 1.8 million charging stations, a 56.7 percent increase over 2021, with more than 40% capable of fast charging.

Governments and companies in Asia-Pacific are making significant investments in EV charging infrastructure. It comprises the development of public charging stations, fast chargers and charging networks to accommodate the growing number of electric vehicles on the road. Subsidies, tax credits, rebates and grants for purchasing electric vehicles and deploying charging infrastructure promote investments in EV charger power modules.

Competitive Landscape

The major global players in the market include Continental AG, Rober Bosch GmBH, Denso Corporation, Sicon Chat Union Electric Co., Mitsubishi Electric Corporation, STMicroelectronics, Semiconductor Components Industries, LLC, Infineon Technologies AG, TOSHIBA CORPORATION and Shijiazhuang Tonhe Electronics Technologies Co., LTD.

COVID-19 Impact Analysis

The pandemic has a direct and indirect effect on the demand for EV charger power modules. The manufacture and availability of power module components have been delayed as a result of a major problem that has affected globally supply chains. Extended lead times and challenges in the supply chain were caused by the temporary closure of manufacturing facilities and the reduction of capacity. In addition, the pandemic has hindered the market's general expansion for electric vehicles. The market for EV chargers and power modules has slowed due to economic uncertainty and a decline in consumer expenditure. The has also affected the desire for electric vehicles. Financial concerns have caused many potential buyers to put off their purchases.

Global vehicle sales fell by an unprecedented amount as the COVID-19 epidemic developed in the early months of 2020 and lockdowns were imposed in many nations. The IEA projection of 15% is closely mirrored by early market data, which indicates that globally auto sales declined by 14% year over year in 2020, despite a steady rebound over the course of the year. Compared to the period between 2007 and 2009 during the global financial crisis, 2020 saw a far greater decline in automobile sales globally.

Russia-Ukraine War Impact Analysis

The global market for power modules for electric vehicle (EV) chargers may be significantly impacted by the conflict between Russia and Ukraine. Critical raw materials demanded in the production of power modules may be scarce or more expensive as a result of the conflict's potential to disrupt the supply chain. Because Russia and Ukraine are two major participants in the global semiconductor business, any disruptions in their supply might have an impact on the ability of producers of power modules to meet demand. It could be difficult for businesses to satisfy the growing demand for EV charging infrastructure as a result of this disruption.

In 2022, Jalopnik stated, that electric vehicle (EV) chargers on one of the busiest roads in Russia were turned off and set to show anti-Putin slogans on their display panels. The primary component manufacturer of the chargers, Auto enterprise, a Ukrainian business, was found to be the guilty party. It's important to note that just a very tiny percentage of Russian cars are electric automobiles. Just 13,000 of the 45 million automobiles in the nation are electric, so although the hack annoys those drivers, it has very little effect on the nation's infrastructure.

By Phase

Single Phase
Triple Phase

By Vehicle

Full Hybrid Vehicle
Plug-in Hybrid Vehicle
Battery Electric Vehicle (BEV)

By End-User

Passenger Car
Commercial Vehicles

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On July 04, 2023, Volkswagen AG announced a US$ 110 million investment to create charging station infrastructure in China. The company has a strategic relationship with CAMS New Energy Technology to lead the charging station project in the country.
On December 19, 2022, Y2 Solution revealed big ambitions for the North American EV DC Fast-Charging market with the preliminary release of its unique 30kW DC Fast-Charging Power Module. Y2 Solution is taking strong initiatives to bring its expertise to the growing market.
On May 06, 2022, Saudi Arabia's Ministry of Industry and Mineral Resources invested US$ 6 billion to increase mineral mining for battery production. Additionally, it funds the electric vehicle supply chain.

Why Purchase the Report?

To visualize the global power module for EV charger market segmentation based on phase, vehicle, end-user and region, 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 power module for EV charger 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 power module for EV charger market report would provide approximately 62 tables, 50 figures and 190 Pages.

Target Audience 2024

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

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 Phase
3.2.Snippet by Vehicle
3.3.Snippet by End-User
3.4.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Rapid Increase in the Adoption of Electric Vehicles (EVs)
  - 4.1.1.2.Technological Advancements in Power Electronics
- 4.1.2.Restraints
  - 4.1.2.1.High Initial Costs and Infrastructure Investment
- 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
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

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 Phase

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 7.1.2.Market Attractiveness Index, By Phase
7.2.Single Phase*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.Triple Phase

8.By Vehicle

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 8.1.2.Market Attractiveness Index, By Vehicle
8.2.Full Hybrid Vehicle*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Plug-in Hybrid Vehicle
8.4.Battery Electric Vehicle (BEV)

9.By End-User

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2.Market Attractiveness Index, By End-User
9.2.Passenger Car *
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.Commercial Vehicles

10.By Region

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2.Market Attractiveness Index, By Region
10.2.North America
- 10.2.1.Introduction
- 10.2.2.Key Region-Specific Dynamics
- 10.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1.U.S.
  - 10.2.6.2.Canada
  - 10.2.6.3.Mexico
10.3.Europe
- 10.3.1.Introduction
- 10.3.2.Key Region-Specific Dynamics
- 10.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1.Germany
  - 10.3.6.2.UK
  - 10.3.6.3.France
  - 10.3.6.4.Italy
  - 10.3.6.5.Spain
  - 10.3.6.6.Rest of Europe
10.4.South America
- 10.4.1.Introduction
- 10.4.2.Key Region-Specific Dynamics
- 10.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1.Brazil
  - 10.4.6.2.Argentina
  - 10.4.6.3.Rest of South America
10.5.Asia-Pacific
- 10.5.1.Introduction
- 10.5.2.Key Region-Specific Dynamics
- 10.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1.China
  - 10.5.6.2.India
  - 10.5.6.3.Japan
  - 10.5.6.4.Australia
  - 10.5.6.5.Rest of Asia-Pacific
10.6.Middle East and Africa
- 10.6.1.Introduction
- 10.6.2.Key Region-Specific Dynamics
- 10.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11.Competitive Landscape

11.1.Competitive Scenario
11.2.Market Positioning/Share Analysis
11.3.Mergers and Acquisitions Analysis

12.Company Profiles

12.1.Continental AG*
- 12.1.1.Company Overview
- 12.1.2.Product Portfolio and Description
- 12.1.3.Financial Overview
- 12.1.4.Key Developments
12.2.Rober Bosch GmBH
12.3.Denso Corporation
12.4.Sicon Chat Union Electric Co.
12.5.Mitsubishi Electric Corporation
12.6.STMicroelectronics
12.7.Semiconductor Components Industries, LLC
12.8.Infineon Technologies AG
12.9.TOSHIBA CORPORATION
12.10.Shijiazhuang Tonhe Electronics Technologies Co., LTD

LIST NOT EXHAUSTIVE