商用车充电市场、机会、成长动力、产业趋势分析与预测，2024-2032

2023 年，全球商用车车库充电市场估值为 48 亿美元，2024 年至 2032 年复合年增长率预计将超过 28.1%。电池能量密度的提高正在扩大商用电动车 (EV) 的续航里程，使其越来越适合长途运输。此外，快速充电功能还可以减少停机时间，提高营运效率和车辆利用率。

随着电池安全性和耐用性的提高，总拥有成本降低，使电动商用车对车队营运商更具吸引力。此外，电池管理系统（BMS）的进步正在优化能源消耗并延长电池寿命，从而进一步降低成本。总的来说，这些创新增强了向电动商用车车队过渡的可行性和吸引力，从而增加了对停车场充电基础设施的需求。一项引人注目的进展是，2023 年 7 月，马士基公司旗下的 Performance Team 与 Prologis 合作，开设了南加州最大的重型电动车 (EV) 充电站。 「Denker 充电站」位于洛杉矶港和长滩港附近，能够同时为 96 辆电动卡车充电。

商用车充电站充电产业根据充电器类型、车辆、充电站、功率输出和地区进行细分。

从充电器类型来看，市场分为交流充电器和直流充电器。 2023年，直流充电器占据超过72%的市场份额，预计到2032年将超过296亿美元。 它们在商用车充电市场的霸主地位源自于其高功率输出，有利于快速充电。对于优先考虑最短停机时间和快速车辆週转的车队营运商而言，此功能至关重要。

充电站分为公共充电站和私人充电站。 2023 年，私人充电站占据了 57% 的市场份额，这要归功于它们为车队营运商提供的营运控制和效率。借助专用充电站，公司可以微调充电时间表、优化能源消耗并最大限度地减少停机时间。

欧洲商用车充电市场在2023 年占据了36% 的收入份额，预计到2032 年将超过148 亿美元。这一增长。该地区完善的充电基础设施得到了公共和私人实体的大量投资的支持。

目录

第 1 章：方法与范围

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
• 供应商格局
  • 充电基础设施供应商
  • 能源供应商
  • 车队营运商
  • 技术提供者
• 利润率分析
• 技术与创新格局
• 专利分析
• 重要新闻和倡议
• 监管环境
• 衝击力
  • 成长动力
    • 电动商用车 (ECV) 的采用率不断提高
    • 不断发展的城市化和最后一英里交付的需求
    • 电池技术的进步
    • 更加关注公共交通电气化
    • 更多采用车队管理解决方案
  • 产业陷阱与挑战
    • 建设充电基础设施初期投资较高
    • 电网容量限制
• 成长潜力分析
• 波特的分析
• PESTEL分析

第 4 章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按充电器划分，2021 - 2032 年

• 主要趋势
• 交流充电器
• 直流充电器

第 6 章：市场估计与预测：按车辆划分，2021 - 2032 年

• 主要趋势
• 电动轻型商用车 (eLCV)
• 电动中型商用车 (eMCV)
• 电动重型商用车 (eHCV)
• 电动巴士（eBus）

第 7 章：市场估计与预测：按充电站划分，2021 - 2032 年

• 主要趋势
• 公共充电站
• 私人充电站

第 8 章：市场估计与预测：按功率输出，2021 - 2032

• 主要趋势
• 高达 50 千瓦
• 51-150千瓦
• 150千瓦以上

第 9 章：市场估计与预测：按地区划分，2021 - 2032 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 西班牙
  • 义大利
  • 俄罗斯
  • 北欧人
  • 欧洲其他地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳新银行
  • 东南亚
  • 亚太地区其他地区
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
  • 拉丁美洲其他地区
• MEA
  • 阿联酋
  • 南非
  • 沙乌地阿拉伯
  • MEA 的其余部分

第 10 章：公司简介

• ABB
• Blink Charging Co.
• BP Pulse
• ChargePoint
• Delta Electronics
• Eaton
• Efacec
• Enel X
• Fortum Charge and Drive
• Heliox
• KEM Power Oyj
• Phoenix Contact E-Mobility
• Proterra
• Robert Bosch GmbH
• Schneider Electric
• Shell Recharge Solutions
• Siemens
• Tesla
• Tritium
• Webasto

The Global CV Depot Charging Market was valued at USD 4.8 billion in 2023 and is on track to witness a robust CAGR of over 28.1% from 2024 to 2032. Technological advancements in battery technology are reshaping the landscape of CV depot charging. Enhanced battery energy density is extending the range of commercial electric vehicles (EVs), making them increasingly viable for long-haul transport. Moreover, rapid charging capabilities are slashing downtime, boosting operational efficiency and vehicle utilization.

With improved battery safety and durability, the total cost of ownership diminishes, rendering electric commercial vehicles more enticing for fleet operators. Furthermore, advancements in battery management systems (BMS) are optimizing energy consumption and prolonging battery life, leading to further cost reductions. Collectively, these innovations bolster the feasibility and allure of transitioning to electric commercial vehicle fleets, driving up the demand for depot charging infrastructure. In a notable development, July 2023 saw the Performance Team, a Maersk Company, in collaboration with Prologis, inaugurate Southern California's largest heavy-duty electric vehicle (EV) charging depot. Situated near the Ports of Los Angeles and Long Beach, the "Denker charging depot" boasts the capability to charge 96 EV trucks concurrently.

The CV depot charging industry is segmented based on charger type, vehicle, charging station, power output, and region.

With respect to charger types, the market is divided into AC and DC chargers. In 2023, DC chargers dominated with over 72% of the market share, projecting to surpass USD 29.6 billion by 2032. Their supremacy in the CV depot charging market stems from their high-power output, facilitating rapid charging. This feature is paramount for fleet operators prioritizing minimal downtime and swift vehicle turnaround.

Charging stations are categorized into public and private. In 2023, private charging stations commanded a 57% market share, attributed to the operational control and efficiency they offer fleet operators. With dedicated depots, companies can fine-tune charging schedules, optimize energy consumption, and minimize downtime.

Europe CV depot charging market captured 36% of the revenue share in 2023, with projections exceeding USD 14.8 billion by 2032. This growth is fueled by stringent emission regulations, ambitious government targets for electric vehicle adoption, and robust incentives for green technology. The region's well-established charging infrastructure is bolstered by significant investments from both public and private entities.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Charging infrastructure providers
  • 3.2.2 Energy suppliers
  • 3.2.3 Fleet operators
  • 3.2.4 Technology providers
• 3.3 Profit margin analysis
• 3.4 Technology and innovation landscape
• 3.5 Patent analysis
• 3.6 Key news and initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Increasing adoption of electric commercial vehicles (ECVs)
    • 3.8.1.2 Growing urbanization and the need for last-mile delivery
    • 3.8.1.3 Advancements in battery technology
    • 3.8.1.4 Increased focus on public transport electrification
    • 3.8.1.5 Increased adoption of fleet management solutions
  • 3.8.2 Industry pitfalls and challenges
    • 3.8.2.1 High initial investment of setting up charging infrastructure
    • 3.8.2.2 Grid capacity limitations
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Charger, 2021 - 2032 ($Bn)

• 5.1 Key trends
• 5.2 AC chargers
• 5.3 DC chargers

Chapter 6 Market Estimates and Forecast, By Vehicle, 2021 - 2032 ($Bn)

• 6.1 Key trends
• 6.2 Electric light commercial vehicles (eLCVs)
• 6.3 Electric medium commercial vehicles (eMCVs)
• 6.4 Electric heavy commercial vehicles (eHCVs)
• 6.5 Electric buses (eBuses)

Chapter 7 Market Estimates and Forecast, By Charging Stations, 2021 - 2032 ($Bn)

• 7.1 Key trends
• 7.2 Public charging stations
• 7.3 Private charging stations

Chapter 8 Market Estimates and Forecast, By Power Output, 2021 - 2032 ($Bn)

• 8.1 Key trends
• 8.2 Up to 50 kW
• 8.3 51-150 kW
• 8.4 Above 150 kW

Chapter 9 Market Estimates and Forecast, By Region, 2021 - 2032 ($Bn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Russia
  • 9.3.7 Nordics
  • 9.3.8 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
  • 9.4.7 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 ABB
• 10.2 Blink Charging Co.
• 10.3 BP Pulse
• 10.4 ChargePoint
• 10.5 Delta Electronics
• 10.6 Eaton
• 10.7 Efacec
• 10.8 Enel X
• 10.9 Fortum Charge and Drive
• 10.10 Heliox
• 10.11 KEM Power Oyj
• 10.12 Phoenix Contact E-Mobility
• 10.13 Proterra
• 10.14 Robert Bosch GmbH
• 10.15 Schneider Electric
• 10.16 Shell Recharge Solutions
• 10.17 Siemens
• 10.18 Tesla
• 10.19 Tritium
• 10.20 Webasto