电动车充电即服务市场、机会、成长动力、产业趋势分析与预测，2024-2032

2023 年，全球电动车充电即服务市场估值为 293 亿美元，由于资本支出最小化和前期成本降低，预计 2024 年至 2032 年复合年增长率将超过 18%。透过 CaaS 模式，最终用户可以避开充电基础设施的巨额初始投资，而选择订阅或基于服务的支付。财务门槛的降低为电动车充电站的更广泛采用铺平了道路。

充电基础设施的技术进步正在推动电动车 CaaS 产业的发展，提高充电解决方案的效率、速度和便利性。超快速充电器、智慧电网整合和复杂的能源管理系统等创新不仅可以增强用户体验，还可以最大限度地减少停机时间。透过缓解里程焦虑和简化充电操作，这些技术促进了电动车的迅速采用。持续的进步确保基础设施能够满足当前的需求和未来的成长。

电动车充电服务领域的一个突出趋势是越来越多地采用利用资料分析和能源管理技术的智慧充电解决方案。透过整合负载平衡、即时监控和预测性维护等功能，这些解决方案可以优化充电时间、降低成本并增强电网稳定性。该公司正在提供灵活、可扩展且节能的充电解决方案，以满足电动车不断增长的需求并促进电网整合。此外，增强的软体平台和物联网功能正成为当代充电解决方案的核心，推动市场创新和效率。

全球电动车充电服务产业根据充电基础设施、服务、服务点、最终用户和地区进行分类。

2023 年，2 级细分市场将占据约 45% 的市场份额，在充电速度和成本效益之间取得平衡。 2 级充电器可为家庭和公共使用提供令人满意的充电速率，避免了 3 级快速充电器的高成本。它们的多功能性非常出色，适合多种环境（住宅、商业和市政）。与 3 级同类产品相比，安装更加简单，并且可以很好地满足大多数日常电动车使用需求。这种经济性、实用性和适应性的结合巩固了他们的市场领导地位。

由于其跨不同业务模式的适应性和可扩展性，託管细分市场在 2023 年以约 42% 的份额引领市场。託管服务使企业能够利用现有基础设施进行电动车充电，从而避免高昂的前期成本，因为安装和维护均由服务提供者监督。这种模式尤其引起商业房地产和车队营运商的共鸣，他们通常更愿意将充电站的营运细微差别委託给他人。

在快速城市化、电动车 (EV) 采用率上升以及充电基础设施重大投资的推动下，到 2023 年，亚太地区电动车充电即服务业将占据 33% 的份额。中国脱颖而出，倡导积极的电气化政策，并拥有广泛的充电站网络，包括由国家电网和中国南方电网管理的充电站网络。充电网路的快速扩张和技术创新进一步推动了该地区的市场成长。

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
  • CaaS服务提供者
  • 设备安装人员
  • 经销商/物流
  • 最终用户
• 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
    • 亚太地区电动车采用率不断上升
    • 政府奖励和补贴
    • 充电基础设施的技术进步
    • 最小的资本支出和前期成本
  • 产业陷阱与挑战
    • 充电设备缺乏标准化
    • 电网容量和可靠性问题
• 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
• 主要市场参与者的竞争分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按充电基础设施划分，2021-2032 年

• 主要趋势
• 1级
• 2级
• 3级

第 6 章：市场估计与预测：按服务划分，2021-2032 年

• 主要趋势
• 订阅
• 主办
• 目的地

第 7 章：市场估计与预测：按服务点划分，2021-2032 年

• 主要趋势
• 商业的
  • 款待
  • 停车库
  • 办公大楼
  • 多户公寓
  • 其他的
• 住宅

第 8 章：市场估计与预测：按最终用户划分，2021-2032 年

• 主要趋势
• 个人电动车车主
• 商业车队
• 市政车队
• 物流及配送公司
• 大众运输业者
• 公用事业

第 9 章：市场估计与预测：按地区，2021-2032 年

• 主要动向：按地区
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 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
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋
  • MEA 的其余部分

第 10 章：公司简介

• ABB Ltd.
• Allego
• Blink Charging Co.
• BP Pulse
• ChargePoint, Inc.
• Electrify America, LLC
• Enel X
• EVBox (ENGIE)
• EVgo Services LLC
• Fastned
• Greenlots
• IONITY
• Osprey Charging Network
• Pod Point Ltd.
• SemaConnect
• Shell Recharge
• Siemens AG
• Tesla, Inc.
• Tritium
• Volta Charging

The Global EV Charging as a Service Market was valued at USD 29.3 billion in 2023 and is projected to grow at over 18% CAGR from 2024 to 2032, due to minimal capital expenditure and reduced upfront costs. With the CaaS model, end users sidestep hefty initial investments in charging infrastructure, opting instead for a subscription or service-based payment. This lowered financial threshold paves the way for the broader adoption of EV charging stations.

Technological strides in charging infrastructure are propelling the EV CaaS industry, boosting the efficiency, speed, and convenience of charging solutions. Innovations like ultra-fast chargers, smart grid integration, and sophisticated energy management systems not only enhance user experience but also minimize downtime. By alleviating range anxiety and streamlining charging operations, these technologies bolster the swift adoption of EVs. Ongoing advancements ensure the infrastructure is primed for both current demand and future growth.

A prominent trend in the EV charging as a service sector is the rising embrace of smart charging solutions, harnessing data analytics and energy management technologies. By incorporating features like load balancing, real-time monitoring, and predictive maintenance, these solutions optimize charging times, curtail costs, and bolster grid stability. Companies are delivering flexible, scalable, and energy-efficient charging solutions, catering to the surging demand for electric vehicles and facilitating grid integration. Moreover, enhanced software platforms and IoT capabilities are becoming central to contemporary charging solutions, fueling market innovation and efficiency.

The global EV charging as a service industry is classified based on charging infrastructure, service, service points, end-user and region.

The level 2 segment captured roughly 45% of the market share in 2023, striking a balance between charging speed and cost-effectiveness. Level 2 chargers deliver a satisfactory charging rate for both home and public use, sidestepping the premium costs of Level 3 fast chargers. Their versatility shines as they're apt for diverse settings-residential, commercial, and municipal. Installation is straightforward compared to Level 3 counterparts, and they cater well to most daily EV usage needs. This blend of affordability, practicality, and adaptability cements their market leadership.

The hosted segment led the market with a share of about 42% in 2023, due to its adaptability and scalability across diverse business models. Hosted services empower businesses to utilize existing infrastructure for EV charging, sidestepping hefty upfront costs, as installation and maintenance are overseen by the service provider. This model resonates especially with commercial properties and fleet operators, who often prefer to delegate the operational nuances of charging stations.

Asia-Pacific EV Charging as a Service Industry held a 33% share in 2023, driven by swift urbanization, rising electric vehicle (EV) adoption, and significant investments in charging infrastructure. China stands out, championing aggressive electrification policies and boasting an extensive charging station network, including those managed by State Grid and China Southern Power Grid. The region's market growth is further fueled by the rapid scaling of charging networks and technological innovations.

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 estimation
• 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 CaaS Service Providers
  • 3.2.2 Equipment Installers
  • 3.2.3 Distributors/ Logistics
  • 3.2.4 End user
• 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 Rising EV adoption rate in Asia pacific
    • 3.8.1.2 Government Incentives and subsidies
    • 3.8.1.3 Technological advancements in charging infrastructure
    • 3.8.1.4 Minimal capital expenditure and upfront cost
  • 3.8.2 Industry pitfalls and challenges
    • 3.8.2.1 Lack of standardization of charging equipment
    • 3.8.2.2 Grid capacity and reliability issues
• 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
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategic outlook matrix

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

• 5.1 Key trends
• 5.2 Level 1
• 5.3 Level 2
• 5.4 Level 3

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

• 6.1 Key trends
• 6.2 Subscription
• 6.3 Hosted
• 6.4 Destination

Chapter 7 Market Estimates and Forecast, By Service Points, 2021-2032 ($Bn)

• 7.1 Key trends
• 7.2 Commercial
  • 7.2.1 Hospitality
  • 7.2.2 Parking garage
  • 7.2.3 Office buildings
  • 7.2.4 Multi-family apartments
  • 7.2.5 Others
• 7.3 Residential

Chapter 8 Market Estimates and Forecast, By End User, 2021-2032 ($Bn)

• 8.1 Key trends
• 8.2 Individual EV owners
• 8.3 Commercial fleets
• 8.4 Municipal fleets
• 8.5 Logistics and delivery companies
• 8.6 Public transit operators
• 8.7 Utilities

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

• 9.1 Key trends, by region
• 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 Italy
  • 9.3.5 Spain
  • 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 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 ABB Ltd.
• 10.2 Allego
• 10.3 Blink Charging Co.
• 10.4 BP Pulse
• 10.5 ChargePoint, Inc.
• 10.6 Electrify America, LLC
• 10.7 Enel X
• 10.8 EVBox (ENGIE)
• 10.9 EVgo Services LLC
• 10.10 Fastned
• 10.11 Greenlots
• 10.12 IONITY
• 10.13 Osprey Charging Network
• 10.14 Pod Point Ltd.
• 10.15 SemaConnect
• 10.16 Shell Recharge
• 10.17 Siemens AG
• 10.18 Tesla, Inc.
• 10.19 Tritium
• 10.20 Volta Charging