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电动车 EV基础设施

市场调查报告书

商品编码

1588542

全球超快速电动车充电分配器市场 - 2024-2031

Global Ultra-Fast EV Charging Dispensers Market - 2024-2031

出版日期: 2024年11月08日 | 出版商:

DataM Intelligence | 英文 208 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

全球超快速电动车充电分配器市场将于 2023 年达到 26 亿美元，预计到 2031 年将达到 102 亿美元，2024-2031 年预测期间复合年增长率为 18.6%。

为了实现永续的环境实践，许多国家正在从内燃机汽车转向电动车（EV）。英国计划在 2030 年禁止销售所有汽油和柴油汽车。转向电动车预计将大大改善环境；但是，各国必须保证拥有必要的基础设施来支持这项变革。

电动车充电站或电动车充电点是此基础设施的基础，促进电动车和充电电源之间的连接。这些电站由电动车供电设备 (EVSE) 和必要的配电基础设施组成。充电站分为三类：1级、2级和3级。

随着全球对电动车的接受度不断提高，对电动车 (EV) 充电站的需求不断增加。多种因素导致了需求的成长，例如政府的激励措施、环境问题的加剧、电动车技术的突破以及充电基础设施的普及。随着电动车的日益普及，对方便易用的充电解决方案的需求变得越来越重要。

动力学

电池成本下降和客户对电动车的需求上升

与仅在加油站加油的传统汽车相比，电动车 (EV) 可以在多个地点充电，例如住宅、企业和公共区域。设计用于将电力从电网传输到电动车的各种充电设备促进了充电的适应性。电池组成本的大幅下降促进了续航里程更长的电动车（EV）的製造，提高了其相对于内燃机（ICE）汽车的成本竞争力。

2010年至2021年间，电池组的成本下降了90%以上。儘管最近的供应链中断可能会暂时阻止电池价格的下降，但长期预测仍预计成本将进一步降低。电池技术的最新发展和当前技术的不断增强在过去十年中显着降低了成本。

这项进展的一个例子是 Mobilize 和雷诺经销商于 2022 年 10 月推出的 Mobilize Fast Charge，建立了超快速电动车充电网路。这一趋势凸显了超快速充电基础设施作为全球电动车充电机市场关键因素的重要性日益增强，促进了电动车的广泛采用并满足了消费者不断变化的需求。

电动车的日益普及

国际能源总署报告称，2023 年全球电动车销量将超过 1,400 万辆，主要集中在中国、欧洲和美国等地区。电动车销售的成长对高效、快速的充电基础设施产生了巨大的需求，这突显了需要改进的充电解决方案来支援不断增长的电动车队。随着全球电动车保有量接近 4,000 万辆，超快速充电器市场可望大幅扩张，以实现广泛采用。

对各种充电替代方案不断增长的需求正在推动超快速充电基础设施的大幅扩张。纽约州能源研究与发展局 (ERDA) 计划到 2035 年将所有校车全部转换为纯电动零排放版本。公共汽车，得到纽约清洁能源基础设施的支持。

此外，整合电动车基础设施的智慧城市和城市规划项目的出现扩大了对先进充电站的需求。随着大都会地区逐渐实现公共交通电气化，对超快速充电器的需求不断增加，以促进这些颠覆性的发展。

初始成本高

建立全面的充电网路需要大量投资以及政府实体和私人公司之间的有效协调。此外，此基础设施的设置和持续维护都需要大量资金。不同国家所涉及的成本可能存在很大差异，涵盖各种组成部分，包括硬体、劳动力、电力连接、土地征用、EVSE 管理、软体整合和土木工程费用。

此外，电动车需求的激增可能会对现有电网造成压力，需要频繁升级以适应不断增加的负载。由于缺乏管理充电技术的监管框架和标准化政策，这项挑战变得更加复杂，这可能会阻碍电动车充电站市场的成长。

In the effort towards sustainable environmental practices, many countries are shifting from internal combustion engine vehicles to electric vehicles (EVs). UK plans to prohibit the sale of all gas and diesel vehicles by 2030. The European Union seeks a total transition to electric vehicles by 2035, whereas President Biden has set a goal for a minimum of 50% of new automobile sales to be electric by 2030 in US. The move to electric vehicles is expected to greatly improve the environment; but, countries must guarantee they possess the necessary infrastructure to support this change.

The electric vehicle charging station or EV charging point, is fundamental to this infrastructure, facilitating the connection between an electric car and a power source for recharging. These stations consist of electric vehicle supply equipment (EVSE) and the requisite infrastructure for power distribution. Charging stations are classified into three categories: Level 1, Level 2 and Level 3. They might be either pedestal or wall-mounted devices utilized in diverse situations, such as public areas, commercial establishments, workplaces, residential complexes and private residences.

The need for electric vehicle (EV) charging stations is rising, propelled by the growing global acceptance of electric cars. Multiple factors contribute to the increasing demand, such as governmental incentives, intensified environmental concerns, breakthroughs in electric car technology and the proliferation of charging infrastructure. With the growing popularity of electric vehicles, the demand for convenient and accessible charging solutions is becoming increasingly essential.

Dynamics

Declining Battery Costs and Rising Customer Demand for EVs

In contrast to traditional automobiles that refuel just at gas stations, electric vehicles (EVs) can be charged at multiple locations, such as residences, businesses and public areas. This adaptability in charging is facilitated by various charging apparatus engineered to transfer electricity from the energy grid to electric vehicles. The substantial decrease in battery pack costs has facilitated the manufacture of longer-range electric cars (EVs), improving their cost-competitiveness against internal combustion engine (ICE) vehicles.

Between 2010 and 2021, the costs of battery packs have decreased by over 90%. Although recent supply chain disruptions may momentarily halt the decline in battery prices, long-term projections still anticipate additional cost reductions. Recent developments in battery technology and continuous enhancements in current technologies have significantly reduced costs over the last decade.

An instance of this advancement is the introduction of Mobilize Fast Charge in October 2022 by Mobilize and Renault's dealerships, which established an ultra-fast electric vehicle charging network. This trend highlights the increasing significance of ultra-fast charging infrastructure as a pivotal factor in the worldwide EV charging dispenser market, promoting the widespread adoption of electric vehicles and addressing the changing demands of consumers.

Growing Adoption of Electric Vehicles

The International Energy Agency reports that over 14 million electric vehicles were sold globally in 2023, predominantly in regions such China, Europe and US. The increase in EV sales has generated a significant demand for efficient and speedy charging infrastructure, underscoring the need for improved charging solutions to support the growing EV fleet. With the worldwide electric vehicle population nearing 40 million, the market for ultra-fast chargers is poised for significant expansion to enable widespread adoption.

The growing need for varied charging alternatives is driving significant expansion of ultra-rapid charging infrastructure. The Energy Research and Development Authority (ERDA) of New York State intends to convert all school buses to all electric, zero-emission versions by 2035. Realizing this objective necessitates sophisticated rapid-charging technologies that guarantee optimal operational efficiency and preparedness for these electric school buses, bolstered by New York's clean energy infrastructure.

Furthermore, the emergence of smart cities and urban planning projects that integrate EV infrastructure amplifies the demand for advanced charging stations. As metropolitan regions progressively electrify public transportation, the demand for ultra-fast chargers intensifies to facilitate these disruptive developments.

High Initial Costs

The establishment of a comprehensive charging network necessitates significant investments and effective coordination between government entities and private companies. Additionally, both the setup and ongoing maintenance of this infrastructure demand substantial capital. The costs involved can vary significantly from one country to another and encompass various components, including hardware, labor, electricity connections, land acquisition, EVSE management, software integration and civil engineering expenses.

Furthermore, the surging demand for electric vehicles can strain the existing electricity grid, necessitating frequent upgrades to accommodate the increasing load. This challenge is compounded by the lack of regulatory frameworks and standardized policies governing charging technologies, which may hinder the growth of the electric vehicle charging station market.

Segment Analysis

The global ultra-fast EV charging dispensers market is segmented based on charging power output, charging standard, installation type, end-user, application and region.

The Integrated Systems Dominated The Market

Integrated systems in the ultra-fast EV charging dispenser market denote sophisticated charging systems that amalgamate charging hardware with software and energy management capabilities. The systems are engineered to enhance the charging process for numerous electric vehicles concurrently, frequently integrating functionalities such as load balancing, real-time monitoring and payment processing.

In 2023, the integrated systems segment comprised over 65% of the total market share, attributed to its scalability and efficiency. The demand for integrated systems is propelled by the rising prevalence of electric vehicles and the necessity for enhanced charging infrastructure, especially in commercial and public environments.

The expansion is bolstered by governmental measures encouraging electric car use, investments in charging infrastructure and technological breakthroughs that enhance the performance and reliability of integrated charging solutions. Businesses, municipalities and fleet operators are anticipated to rely on integrated systems to establish efficient charging networks, hence enabling the transition to electric mobility and addressing the growing need for ultra-fast charging capabilities.

Geographical Penetration

Asia-Pacific Leads Ultra-fast EV Charging Dispensers Market

In 2023, Asia-Pacific commanded a significant proportion of the electric vehicle charging station market and is anticipated to sustain its leadership with the highest compound annual growth rate during the forecast period. This expansion is primarily propelled by the rising demand for electric cars (EVs) and the requisite supporting infrastructure.

In May 2023, Charge+ revealed intentions to construct a 5,000 km electric vehicle charging highway, incorporating 45 fast-charging sites throughout five Southeast Asian nations: Singapore, Malaysia, Thailand, Cambodia and Vietnam. The region is experiencing an infusion of enterprises entering the sector, hence facilitating its expansion. The strategic investments are expected to drive the market demand in the region.

Competitive Landscape

The major global players in the market include Siemens AG, Eaton, ChargePoint Inc., ABB, Schneider Electric, EVBox, Webasto Group, Tesla, Blink Charging Co. and EO Charging.

Russia-Ukraine War Impact Analysis

The persistent conflict between Russia and Ukraine has significantly impacted the worldwide electric vehicle (EV) sector, especially the ultra-fast EV charging dispenser market. The implementation of sanctions against Russia has established obstacles for international corporations, complicating their business operations and impeding Russian enterprises from obtaining the latest electric vehicle technology and components.

Furthermore, the conflict has displaced millions, including proficient workers in the electric vehicle sector, resulting in labor shortages and heightened operational expenses. Consumer trust has diminished due to the persistent instability, especially in Ukraine, where the demand for electric vehicles has significantly decreased.

The ambiguity over the battle has provoked concerns about the viability of the electric car industry, particularly as Russia is a crucial source of lithium and lithium-ion batteries, vital for electric vehicles. Should the scenario continue, the possible disruption of lithium supplies may result in considerable shortages and escalate prices, rendering electric vehicles less accessible for numerous buyers.

By Charging Power Output

50 kW to 150 kW
150 kW to 250 kW
350 kW and above

By Charging Standard

CCS (Combined Charging System)
CHAdeMO
Tesla Supercharger
GB/T (China)
Others

By Installation Type

Standalone Chargers
Integrated Systems

By End-User

Public Charging Stations
Commercial Fleets
Residential Charging
Highway Rest Areas
Others

By Application

Commercial Vehicle
Residential Vehicle

By Region

North America
- US
- 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

In May 2023, Canada and US announced the establishment of the inaugural electric vehicle charging corridor between Quebec and Michigan, a prominent route for both passenger travel and trade between the two nations. This corridor will feature electric vehicle charging infrastructure at intervals of 80 km, incorporating a minimum of one DC fast charger equipped with CCS (Combined Charging System) connectors. In Canada, the route will comprise 215 stations, each situated within 6 km of a highway, including 61 stations between Detroit and Toronto and a further 154 stations between Toronto and Quebec City.
In May 2023, Blink Charging Co. introduced a new integrated battery storage and DC fast charging device, which will be incorporated with four Blink EV chargers in Southport Plaza in Philadelphia, PA. The advanced battery energy storage system (BESS) effectively stores energy on-site and supplies power to electric vehicle (EV) operators as required.

Why Purchase the Report?

To visualize the global ultra-fast EV charging dispensers market segmentation based on charging power output, charging standard, installation type, end-user, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel spreadsheet containing a comprehensive dataset of the ultra-fast EV charging dispensers market, covering all levels of segmentation.
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 ultra-fast EV charging dispensers market report would provide approximately 78 tables, 74 figures and 208 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 Charging Power Output
3.2. Snippet by Charging Standard
3.3. Snippet by Installation Type
3.4. Snippet by End-User
3.5. Snippet by Application
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Declining Battery Costs and Rising Customer Demand for EVs
  - 4.1.1.2. Growing Adoption of Electric Vehicles
- 4.1.2. Restraints
  - 4.1.2.1. High Initial Costs
- 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. By Charging Power Output

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Power Output
- 6.1.2. Market Attractiveness Index, By Charging Power Output
6.2. 50 kW to 150 kW*
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. 150 kW to 250 kW
6.4. 350 kW and above

7. By Charging Standard

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 7.1.2. Market Attractiveness Index, By Charging Standard
7.2. CCS (Combined Charging System)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. CHAdeMO
7.4. Tesla Supercharger
7.5. GB/T (China)
7.6. Others

8. By Installation Type

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 8.1.2. Market Attractiveness Index, By Installation Type
8.2. Standalone Chargers*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Integrated Systems

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. Public Charging Stations*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Commercial Fleets
9.4. Residential Charging
9.5. Highway Rest Areas
9.6. Others

10. By Application

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.1.2. Market Attractiveness Index, By Application
10.2. Commercial Vehicle *
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Residential Vehicle

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.8.1. US
  - 11.2.8.2. Canada
  - 11.2.8.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.8.1. Germany
  - 11.3.8.2. UK
  - 11.3.8.3. France
  - 11.3.8.4. Italy
  - 11.3.8.5. Spain
  - 11.3.8.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.8.1. Brazil
  - 11.4.8.2. Argentina
  - 11.4.8.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.8.1. China
  - 11.5.8.2. India
  - 11.5.8.3. Japan
  - 11.5.8.4. Australia
  - 11.5.8.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Standard
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Installation Type
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. Siemens AG*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Key Developments
13.2. Eaton
13.3. ChargePoint Inc.
13.4. ABB
13.5. Schneider Electric
13.6. EVBox
13.7. Webasto Group
13.8. Tesla
13.9. Blink Charging Co.
13.10. EO Charging

LIST NOT EXHAUSTIVE