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1588543

全球超级充电桩市场 - 2024-2031

Global Hypercharger Market - 2024-2031

出版日期: 2024年11月08日 | 出版商:

DataM Intelligence | 英文 214 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

2023 年，全球超级充电桩市场规模达到 128 亿美元，预计到 2031 年将达到 2,093 亿美元，2024-2031 年预测期间复合年增长率为 41.8%。

在全球超级充电桩市场，原始设备製造商（OEM）和充电站营运商正在合作建立全面的电动车充电基础设施。这种合作包括确定适当的位置、安装和维护充电点以及确保无缝支付和用户体验。

此外，他们正在努力开发全球标准和协议，以确保各种充电网路之间的完美相容性。超级充电站通常可提供超过 50kW 的功率输出，并采用兆瓦级充电技术。该充电器比传统充电站效率更高，使电动车营运商能够大幅缩短充电时间。

到 2030 年，欧洲预计将主导市场，获得相当大的份额。这项预测凸显了该地区在电动车高速充电系统的采用和实施方面预计将占据主导地位。德国、法国、英国、挪威、西班牙、瑞典等国家在该地区拥有庞大的超级充电站市场。

动力学

政府政策法规

政府法律法规在推动电动车的普及和充电基础设施建设方面发挥了重要作用。全球许多政府都推出了补贴、税收优惠和排放限制等措施，鼓励人们转向电动车。此外，各国政府也承诺为充电基础建设提供补贴，特别是高速充电器，作为减少排放和应对气候变迁努力的一部分。

2023 年12 月，两党基础设施法案投资75 亿美元用于电动车充电，其中50 亿美元用于透过国家电动车基础设施在美国主要道路、高速公路和州际公路上每隔50 英里安装高速充电桩（NEVI）计画。政府的行动为电动车和超级充电桩市场的成长创造了有利的环境，刺激了对充电基础设施的投资，并促进了超级充电桩的製造，以适应道路上不断增加的电动车数量。

电动卡车和公共汽车的不断发展

电动卡车和公共汽车超级充电技术的快速进步为交通运输行业带来了巨大的机会。 Designwerk 的兆瓦充电系统、Heliox 的专业高功率充电解决方案以及斯堪尼亚和 ABB 的成功试验等创新正在突破电动商用车快速高效充电的界限。

此外，Phihong Technology 子公司 Zerova 和 CHARIN 之间的合作也为这些进步做出了贡献。兆瓦充电系统的开发和商业化对于促进电动卡车和巴士的广泛采用至关重要，最终支持更永续的交通未来。公共充电基础设施的投资也在增加，公共和私营部门都做出了贡献。

未来几年，越来越多的充电站将可供卡车司机使用，包括安装在卡车閒置地点的充电站，例如装卸区和卡车停靠站。例如，2021年7月，沃尔沃集团宣布参与合资企业，将在五年内安装和营运至少1,700个充电站，此举凸显了扩大商用电动车充电网路的承诺。

电网容量和电力基础设施限制

在电网容量有限的地区，超级充电网路的建立遇到了相当大的障碍。安装多个高速充电器可能会对电网造成压力，特别是在人口稠密的城市地区或基础设施陈旧的地区。加强电力基础设施以适应这些充电器需要大量费用，这在电动车使用量最少或资金有限的地区可能在经济上不可行，从而阻碍网路扩张，特别是对于较小的基础设施提供者。

劳伦斯利弗莫尔国家实验室报告称，2021 年美国使用了 97.3 兆英国热量单位 (quads) 的能源，其中运输部门占 26.9 兆英国热量单位 (quads)，主要来自石油。到2035 年，为适应电动车的扩张而对基础设施进行现代化改造，需要更换8,000 台发电机组和数百万英里的输电线，费用可能会超过2.5 万亿美元，而电力公司可能需要额外1 万亿美元的改进才能满足日益增长的需求。

In the global hypercharger market, Original Equipment Manufacturers (OEMs) and charge station operators are collaborating to establish a comprehensive electric car charging infrastructure. This collaboration involves identifying appropriate locations, installing and maintaining charging points and ensuring a seamless payment and user experience.

Furthermore, they are diligently developing global standards and protocols to guarantee flawless compatibility among various charging networks. Hyperchargers generally deliver a power output over 50kW and incorporate megawatt charging technologies. The chargers are more efficient than conventional charging stations, enabling electric vehicle operators to substantially decrease charging durations.

By 2030, Europe is anticipated to dominate the market, obtaining a significant share. This forecast highlights the region's expected dominance in the adoption and implementation of high-speed charging systems for electric vehicles. Germany, France, UK, Norway, Spain, Sweden and others possess a substantial hypercharger market in this region.

Dynamics

Government Policies and Regulations

Government laws and regulations played a major role in pushing the adoption of EVs and the construction of charging infrastructure. Many governments globally have introduced measures such as subsidies, tax incentives and emission limits to encourage people to transition to electric vehicles. Additionally, governments have committed subsidies for the building of charging infrastructure, particularly high-speed chargers, as part of efforts to cut emissions and battle climate change.

In December 2023, the Bipartisan Infrastructure Law invested US$ 7.5 billion in EV charging, with US$ 5 billion allocated for high-speed charger installation spaced no less than every 50 miles along America's major roads, freeways and interstates through the National Electric Vehicle Infrastructure (NEVI) program. Government actions have fostered a conducive climate for the growth of the EV and hypercharger markets, incentivizing investments in charging infrastructure and facilitating the manufacturing of hypercharger to accommodate the rising number of EVs on the road.

Rising Developments in Electric Truck and Bus

The swift progress in hypercharger technology for electric trucks and buses presents a substantial opportunity for the transportation sector. Innovations like Designwerk's megawatt charging system, Heliox's specialized high-power charging solutions and successful trials by Scania and ABB are pushing the boundaries of rapid and efficient charging for electric commercial vehicles.

Additionally, collaborations such as those between Phihong Technology's subsidiary Zerova and CHARIN are contributing to these advancements. The development and commercialization of megawatt charging systems will be crucial in promoting the widespread adoption of electric trucks and buses, ultimately supporting a more sustainable future for transportation. Investment in public charging infrastructure is also increasing, with contributions from both public and private sectors.

Over the next few years, a growing number of charging stations will become accessible to truck drivers, including installations at locations where trucks remain idle, such as loading bays and truck stops. For instance, in July 2021, the Volvo Group announced its participation in a joint venture to install and operate at least 1,700 charging stations within five years, a move that highlights the commitment to expanding the charging network for commercial electric vehicles.

Grid Capacity and Power Infrastructure Limitations

The establishment of hypercharger networks encounters considerable obstacles in areas with restricted grid capacity. The installation of several high-speed chargers may strain the electrical grid, especially in densely populated urban regions or locations with antiquated infrastructure. Enhancing power infrastructures to accommodate these chargers entails significant expenses, which may be economically unviable in regions with minimal EV usage or restricted funding, hence hindering network expansion, particularly for smaller infrastructure providers.

The Lawrence Livermore National Laboratory reported that US utilized 97.3 quadrillion British thermal units (quads) of energy in 2021, with the transportation sector accounting for 26.9 quads, predominantly derived from petroleum. Modernizing the infrastructure to accommodate electric vehicle expansion, which entails replacing 8,000 power-generation units and millions of miles of power lines, may exceed US$ 2.5 trillion by 2035, with electric utilities potentially requiring an additional US$ 1 trillion in enhancements to satisfy increasing demand.

Segment Analysis

The global hyperchargers market is segmented based on charging speed, connector type, vehicle type, charging technology, end-user and region.

The Combined Charging System (CCS) Dominated The Market

The Combined Charging System (CCS) segment is anticipated to capture a significant market share in the swiftly advancing hypercharger market. CCS is distinguished as a comprehensive and adaptable charging standard, receiving recognition for its compatibility with both alternating current (AC) and direct current (DC) charging.

CCS utilizes the ISO 15118 communication protocol, facilitating seamless interaction between the electric vehicle and the charging station. This protocol enables sophisticated functionalities such as plug & charge, optimizing the payment and authentication processes to improve user experience. CCS has emerged as the predominant standard for electric vehicle charging stations in numerous regions, including Europe and North America.

The extensive adoption of CCS as an industry standard has resulted in the installation of additional CCS-compatible charging stations, reinforcing its market dominance. This versatility establishes CCS as the favored option for electric car makers, facilitating the anticipated growth in its market share. The extensive implementation of CCS demonstrates its compatibility and efficiency with various electric vehicle types, contributing to its substantial market presence.

Geographical Penetration

Growing Demand for High-Speed Chargers in Europe

Europe is anticipated to be the dominate market in global hypercharger market, obtaining a significant share. It is owing to the region's expected dominance in the implementation and utilization of high-speed charging technologies for electric vehicles. With Europe prioritizing and investing in sustainable transportation infrastructure, the market is poised for substantial development, positioning the area as a pivotal force in the evolution of electric vehicle charging technologies.

The heightened emphasis on pollution reduction and air quality enhancement stimulates investment in electric vehicle infrastructure, particularly high-speed chargers. In July 2023, the EU Council enacted regulations to facilitate electric vehicle travel throughout Europe and diminish pollution. The advantages encompassed an enhanced charge infrastructure, streamlined payment processes and clear pricing and availability. Beginning in 2025, 150kW fast chargers are scheduled for installation every 60 kilometers along the TEN-T highways.

Competitive Landscape

The major global players in the market include ChargePoint, Tesla Inc, Blink Charging Co., Electrify America, Tritium, EVgo, Enel X, FLO, Alpitronic, and ABB Ltd.

Russia-Ukraine War Impact Analysis

The Russia-Ukraine conflict has significantly affected the hypercharger market, chiefly due to disruptions in global supply chains and energy markets. The conflict has resulted in volatile oil and gas prices, prompting governments and consumers to expedite the shift to electric vehicles (EVs) to diminish reliance on fossil fuels. The escalating prices of raw materials, including metals like nickel and aluminum, which are essential for EV chargers, have driven up the expenses associated with hypercharger infrastructure.

The war has exacerbated energy shortages throughout Europe, leading to power deficits and increased electricity costs in multiple nations. This circumstance has increased the operational costs of high-speed charging stations and restricted governmental capacity to finance new charging infrastructure. The International Energy Agency (IEA) reported that Europe saw a 30% rise in energy prices in 2022 owing to the conflict, resulting in increased operational costs for hypercharger networks and impacting the profitability of charging infrastructure providers.

By Charging Speed

50-150 kW
150-350 kW
Above 350 kW

By Connector Type

CCS (Combined Charging System)
CHAdeMO
GB/T
Other

By Vehicle Type

Passenger Electric Vehicles
Commercial Electric Vehicles

By Charging Technology

Plug-in Charging
Wireless (Inductive) Charging

By End-Use

Retail and Convenience
Public Charging
Fleet and Commercial

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 2022, CharIN unveiled the Megawatt Charging System (MCS) at EVS35 in Oslo, featuring remarkable demonstrations and forthcoming product presentations.
In June 2023, EVBox introduced the EVBox Troniq High Power, the most potent standalone charging station with a 400 kW power output.
In December 2023, Audi inaugurated India's first ultra-fast charging station at Bandra Kurla Complex (BKC), Mumbai, created in collaboration with ChargeZone. This charger has a total capacity of 450 kW, delivering 360 kW of power to electric vehicles and has a 500-amp liquid-cooled connector for enhanced performance and efficiency.
In September 2023, FLO announced the inaugural sale of its ultra-fast charging station to Green Mountain Power in Vermont. The FLO Ultra charger has a versatile design that permits charging from multiple angles and incorporates a patent-pending motorized cable management system. It provides quick charging at a rate of up to 320kW using two ports, enabling the majority of electric vehicles to reach 80% charge in 15 minutes.
In June 2023, Blink Charging Co., a leading global manufacturer, owner, operator and provider of electric vehicle (EV) charging equipment and services, launched their 240kW DC Fast Charger. The Blink 240kW DCFC, incorporating advanced silicon carbide technology, was alluded to at CES 2023.

Why Purchase the Report?

To visualize the global hypercharger market segmentation based on charging speed, connector type, vehicle type, charging technology, end-user 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 hypercharger 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 hypercharger market report would provide approximately 78 tables, 74 figures and 214 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 Speed
3.2. Snippet by Connector Type
3.3. Snippet by Vehicle Type
3.4. Snippet by Charging Technology
3.5. Snippet by End-User
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Government Policies and Regulations
  - 4.1.1.2. Rising Developments in Electric Truck and Bus
- 4.1.2. Restraints
  - 4.1.2.1. Grid Capacity and Power Infrastructure Limitations
- 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 Speed

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

7. By Connector Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 7.1.2. Market Attractiveness Index, By Connector Type
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. GB/T
7.5. Other

8. By Vehicle Type

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 8.1.2. Market Attractiveness Index, By Vehicle Type
8.2. Passenger Electric Vehicles*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Commercial Electric Vehicles

9. By Charging Technology

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 9.1.2. Market Attractiveness Index, By Charging Technology
9.2. Plug-in Charging*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Wireless (Inductive) Charging

10. By End-User

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.1.2. Market Attractiveness Index, By End-User
10.2. Retail and Convenience*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Public Charging
10.4. Fleet and Commercial

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 Connector Type
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 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 Connector Type
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 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 Connector Type
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 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 Connector Type
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 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 Connector Type
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Competitive Landscape

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

13. Company Profiles

13.1. ChargePoint*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Key Developments
13.2. Tesla Inc
13.3. Blink Charging Co.
13.4. Electrify America
13.5. Tritium
13.6. EVgo
13.7. Enel X
13.8. FLO
13.9. Alpitronic
13.10. ABB Ltd.

LIST NOT EXHAUSTIVE