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市场调查报告书
商品编码
1537630

车用充电器:市场占有率分析、产业趋势/统计、成长预测(2024-2029)

Automotive On-board Charger - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年全球汽车车载充电机市场规模将达68.6亿美元,2024-2029年预测期间复合年增长率为13.24%,2029年将达122.7亿美元。

汽车车用充电器市场

从长远来看,电动车的快速销售、电池技术的进步、充电基础设施的改进以及更严格的排放法规预计将推动车载充电器的需求。电动车在已开发国家越来越受欢迎。电动汽车行业的领先公司和新兴企业计划在未来几年推出新的电动车车型。

*根据国际能源总署(IEA)的数据,2022年全球电池式电动车销量将达到730万辆,而2021年为460万辆,2021年至2022年与前一年同期比较增长30.3%。

*美国政府承诺在 2030 年将温室气体排放量比 2005 年减少 50-52%。政府宣布了2050年实现净零经济的目标。

随着高功率商用车进入市场,对适合整合到这些车辆中的先进车载充电器的需求不断增长。因此,一些製造商采取了合併双车载充电机的策略,以提高这些车辆的效率并有助于降低车载充电机的成本。随着电动车推进技术的日益普及,全球对车载充电器的需求预计将增加。

然而,车载充电机的高成本给市场参与者带来了重大挑战。为了解决高成本问题,市场上的各个参与者正在开发先进技术来降低这些充电器的成本。为了满足电动车买家的高需求,一些OEM正在推出配备快速充电技术的车辆以减少充电时间,这将在预测期内增加车载充电器的数量,预计将对需求产生积极影响。未来几年,由于快速都市化、人均可支配收入不断增加以及消费者偏好转向采用新能源汽车,亚太地区预计将呈现快速成长。

车载充电机市场趋势

乘用车领域引领车用充电机市场

近年来,在政府积极支持交通部门脱碳以及消费者对引入新能源汽车的偏好改变的推动下,电动乘用车的使用量迅速增加。随着越来越多的消费者倾向于采用乘用车,对整合到这些汽车中的组件的需求将显着增加,例如用于提高这些汽车充电效率的先进车载充电器。

*根据电动车製造商协会(SMEV)的数据,2024 财年印度电动四轮车销量将达到 88,114 辆,而 2023 财年为 47,499 辆,与前一年同期比较成长率为 85.5%。

* 2023年第一季美国电池式电动车销量将为258,800辆,而2022年第四季为226,700辆,与2022年第四季至2023年第一季的上一季相比,录得14.1%的增长。

在全球范围内,电动车充电基础设施投资不断增加,支持汽油/柴油汽车向电动车的平稳过渡。消费者需要大量公共电动车充电站,以确保他们的旅行不会因车辆充电不足而受到影响。因此,世界各国政府都在投入资金开发电动车充电网络,这将有助于未来几年乘用车车载充电器的快速成长。

*2024年1月,美国政府宣布计画投资6.23亿美元在全国部署各种电动车充电点,以补充交通部门脱碳的努力。我宣布,政府将透过向全国 22 个州津贴来改善充电基础设施,包括在奥勒冈州部署快速充电桩和在德克萨斯州为货运卡车部署氢燃料充电桩。

例如,英国计划在2040年禁止销售所有汽油和柴油引擎汽车。印度政府计划考虑2027年禁止印度所有城市使用柴油车。挪威等其他欧洲国家已经制定了到 2025 年仅销售零燃烧汽车的框架。各国政府为推动碳排放而製定的综合策略正在导致电动乘用车销量的增加,进而对车载充电器市场的需求做出积极贡献。

亚太地区可望引领车用充电器市场

亚太地区是电动车产业的中心,由于原料成本低廉,预计将引领车用充电器市场。

电动车製造商众多,人口不断成长,政府也在介入。因此,随着中国、印度和日本等国家电动乘用车和商用车产业的扩张,预计亚太地区车载充电市场将在未来几年内快速成长。

*根据中国工业协会 (CAAM) 的数据,商用纯电动车 (BEV) 月销量将于 2023 年 7 月达到 38,000 辆,而 2023 年 6 月为 33,000 辆。当月。

*根据日本汽车检查註册资讯协会的数据,日本纯电动车的使用量将从2022年的138,330辆增加到2023年的162,390辆,2022年至2023年比与前一年同期比较增加17.3%。

该地区多家汽车製造商(例如比亚迪和塔塔汽车)提供相容的电动车,也导致了电动车市场的扩张并推动了车载充电器的需求。该地区的商业车队营运商,例如物流和最后一哩送货服务公司,越来越倾向于在其车队中部署电动货车和卡车,以配合政府减少碳排放的努力。随着未来几年预计将部署大量卡车和货车,亚太地区对车载充电器的需求可能会增加。

由于其电动车持有不断增加以及建立电动车製造中心的优惠政策,中国预计将主导亚太地区车载充电机市场。该国可选的电动车充电基础设施预计也将有助于电动车的普及,这将对未来几年的车载充电器需求产生积极影响。

车载充电机产业概况

由于在生态系统中运营的各种国际製造商的存在,车载充电器市场分散且竞争激烈。主要参与者包括德尔福科技(博格华纳公司)、现代摩比斯、LG公司、义法半导体、Ficosa国际公司、法雷奥公司、丰田工业公司、Bel Fuse公司。随着各种新电动车型进入市场,车载充电机製造商正在透过与其他参与者结成策略联盟并推出新的车载充电机来扩大自己的影响力。

*2023 年 11 月,博格华纳与一家北美目标商标产品製造商 (OEM) 合作,为该OEM生产的乘用车车型提供双向 800V 车载充电器 (OBC)。该公司表示,其车用充电器采用碳化硅电源开关,可提高车辆效率并改善电源转换和安全合规性。

*2023 年 6 月,雷诺和 Mobilize 宣布建立合作伙伴关係,为雷诺製造的 Model 5 配备 R5 的双向车载充电器。 Mobilize表示,其双向充电器、双向充电站和V2G服务将帮助客户降低充电成本,因为该技术有助于将电力送回电网。

车载充电机市场预计将在研发方面投入大量资金,以整合先进技术,以提高电动车的效率并减少电动乘用车和商用车的充电时间。

其他好处:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查先决条件
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 市场驱动因素
    • 政府大力推广电动车正在推动市场成长
  • 市场限制因素
    • 车载充电机高成本限制市场成长
  • 工业吸引力 - 波特五力分析
    • 新进入者的威胁
    • 买家/消费者的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度

第五章市场区隔(市场规模:金额、数量)

  • 按车型
    • 客车
    • 商用车
  • 按动力传动系统
    • 纯电动车(BEV)
    • 插电式混合动力汽车(PHEV)
  • 按额定输出
    • 小于3.3千瓦
    • 3.3~11 kW
    • 11kW以上
  • 按销售管道
    • 目的地设备製造商(OEM)
    • 售后市场
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 欧洲其他地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 其他领域
      • 巴西
      • 墨西哥
      • 阿拉伯聯合大公国
      • 其他的

第六章 竞争状况

  • 供应商市场占有率
  • 公司简介
    • Delphi Technologies(BorgWarner Inc.)
    • Hyundai Mobis
    • LG Corporation
    • STMicroelectronics
    • Ficosa International SA
    • Valeo SE
    • Delta Energy Systems AG
    • Toyota Industries Corporation
    • Brusa Elektronik AG
    • VisIC Technologies Ltd
    • Bel Fuse Inc.

第七章 市场机会及未来趋势

  • 车用充电技术快速提升带动市场需求

第八章 供应商资讯

简介目录
Product Code: 70721

The Automotive On-board Charger Market size is estimated at USD 6.86 billion in 2024, and is expected to reach USD 12.27 billion by 2029, growing at a CAGR of 13.24% during the forecast period (2024-2029).

Automotive On-board Charger - Market

Over the long term, rapid sales of electric vehicles, advancements in battery technology, improving charging infrastructure, and stringent emission regulations are expected to fuel the demand for automotive on board chargers. The market has been witnessing the adaptation of electric passenger vehicles in developed countries. Major players and new start-ups in the EV industry plan to introduce new electric models in the coming years.

* As per the International Energy Agency (IEA), battery electric vehicle sales worldwide touched 7.3 million units in 2022 compared to 4.6 million units in 2021, representing a Y-o-Y growth of 30.3% between 2021 and 2022.

* The US government committed to reducing greenhouse gas emissions 50-52% below 2005 levels in 2030. The government announced its target to achieve a net-zero economy by 2050.

With the introduction of high-power commercial vehicles in the market, there is a massive demand for advanced on board chargers suitable for integration into these vehicles. Thus, several manufacturers are strategizing to incorporate dual on board chargers that improve the efficiency of these vehicles and help reduce the cost of the on board chargers. With the growing electric vehicle propulsion technology penetration in the coming years, the demand for on board chargers worldwide will increase.

However, the high cost of on board chargers imposes a significant challenge for players in the market. To tackle the issue of high costs, various players in the market are developing advanced technologies to reduce the cost of these chargers. To keep up with the high demand from buyers for electric vehicles, several OEMs are introducing cars with fast charging technologies to reduce the charging time, which will positively impact the demand for on board chargers during the forecast period. In the coming years, Asia-Pacific is expected to showcase surging growth owing to the rapid urbanization rate, increasing per capita disposable income, and the consumer preference shifting toward the adoption of new-energy vehicles.

Automotive On-board Charger Market Trends

The Passenger Cars Segment is Leading the On Board Charger Market

The penetration of electric passenger cars rapidly increased in recent years, owing to the government's aggressive push toward decarbonizing the transportation sector and consumers' shifting preference toward the adoption of new-energy vehicles. As more consumers are inclined to adopting passenger cars, the demand for components integrated into these cars, such as advanced on board chargers, to improve the charging efficiency of these cars will significantly increase.

* As per the Society of Manufacturers of Electric Vehicles (SMEV), the electric four-wheeler sales in India touched 88,114 units in FY 2024 compared to 47,499 units in FY 2023, representing a Y-o-Y growth of 85.5% between FY 2023 and FY 2024.

* The battery electric vehicle sales in the United States touched 258.8 thousand units in Q1 2023 compared to 226.7 thousand units in Q4 2022, recording a Q-o-Q growth of 14.1% between Q4 2022 and Q1 2023.

The rising investments in developing EV charging infrastructure globally are assisting the smooth transition from gasoline/diesel cars to electric cars. Consumers need to deploy many public EV charging stations so that their travel is not impacted due to the lack of charge in their vehicles. Hence, governments worldwide are investing in funding to develop the EV charging network, which, in turn, will contribute to the surging growth of on board chargers for passenger cars in the coming years.

* In January 2024, the US government announced its plan to invest USD 623 million to foster the deployment of various electric vehicle charging points across the country, complementing its effort to decarbonize the transportation sector. The government stated that this funding will be disbursed through grants to 22 states nationwide to improve charging infrastructure, such as the deployment of rapid chargers in Oregon and hydrogen fuel chargers for freight trucks in Texas.

Globally, governments of many countries plan to promote green mobility by banning diesel vehicles and providing incentives to EV buyers; for instance, the United Kingdom plans to ban sales of all types of gasoline and diesel engine cars by 2040. The Government of India plans to consider a proposal to ban diesel vehicles from all Indian cities by 2027. Other European countries, such as Norway, are already establishing a framework to sell only zero-combustion cars by 2025. The comprehensive strategies being established by the governments to promote the reduction of carbon emissions are leading to increasing sales of electric passenger cars, which, in turn, is positively contributing to the demand for on board chargers in the market.

Asia-Pacific Is Expected to Lead the Automotive On Board Charger Market

Asia-Pacific is expected to lead the automotive on board charger market as it is the hub of the electric vehicle industry owing to the availability of lower-priced raw materials,

numerous electric vehicle manufacturers, growing population, and government participation. Therefore, with the expanding electric passenger cars and commercial vehicles industry in countries such as China, India, and Japan, the market for on board chargers is expected to showcase a rapid surge in the coming years across the Asia-Pacific.

* As per the China Association of Automobile Manufacturers (CAAM), the monthly sales of commercial battery electric vehicles (BEVs) touched 38.000 in July 2023 compared to 33,000 units in June 2023, representing an M-o-M growth of 15.1% between June and July 2023.

* According to the Japanese Automobile Inspection & Registration Information Association, the number of battery electric cars in use in Japan stood at 162.39 thousand units in 2023 compared to 138.33 thousand units in 2022, recording a Y-o-Y growth of 17.3% between 2022 and 2023.

The presence of several auto manufacturers in the region, such as BYD and Tata Motors, among others, involved in offering compatible electric vehicles is also leading in expanding the EV market, thereby fuelling the demand for on board chargers. Commercial fleet operators in the region, such as logistics and last-mile delivery service companies, are increasingly preferring to deploy electric vans and trucks in their fleet to complement the government's effort in reducing carbon emissions. With the deployment of a large number of trucks and vans expected in the coming years, the demand for on board chargers across the Asia-Pacific will increase during the forest period.

China is expected to dominate the on board chargers market in Asia-Pacific, owing to its growing electric vehicle parc and favorable policies toward establishing an EV manufacturing hub. The country's optional EV charging infrastructure is also expected to contribute to a greater adoption of EVs, which, in turn, will positively impact the demand for on board chargers in the coming years.

Automotive On-board Charger Industry Overview

The on board charger market is fragmented and highly competitive due to the presence of various international manufacturers operating in the ecosystem. Some of the major players include Delphi Technologies (BorgWarner Inc.), Hyundai Mobis, LG Corporation, STMicroelectronics, Ficosa International S.A., Valeo SE, Toyota Industries Corporation, and Bel Fuse Inc., among others. With the entry of various new electric models in the market, on board charger companies are expanding their presence by forming strategic alliances with other players and launching new automotive on board chargers.

* In November 2023, BorgWarner announced its partnership with a North American-based original equipment manufacturer (OEM) to supply its bi-directional 800V Onboard Charger (OBC) for the passenger vehicle models manufactured by the OEM. The company stated that its on board chargers are equipped with silicon carbide power switches to enhance the efficiency of the vehicle and improve power conversion and safety compliance.

* In June 2023, Renault and Mobilize announced its partnership to incorporate the R5's bi-directional onboard chargers into the model 5 manufactured by Renault. Mobilize stated that its bi-directional chargers, bidirectional charging station, and V2G service will assist customers reduce their charging costs since this technology helps send back electricity to the power grid.

The on board charger market is anticipated to witness massive investments in research and development to integrate advanced technology to improve the efficiency of electric vehicles and reduce the time to charge electric passenger cars or commercial vehicles.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
    • 4.1.1 Aggressive Government Focus to Promote the Adoption of Electric Vehicles Fosters the Growth of the Market
  • 4.2 Market Restraints
    • 4.2.1 High Cost of On Board Chargers Hampers the Growth of the Market
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size in Value - USD and Volume - Units)

  • 5.1 By Vehicle Type
    • 5.1.1 Passenger Cars
    • 5.1.2 Commercial Vehicles
  • 5.2 By Powertrain Type
    • 5.2.1 Battery Electric Vehicles (BEVs)
    • 5.2.2 Plug-In Hybrid Electric Vehicles (PHEVs)
  • 5.3 By Power Rating
    • 5.3.1 Less than 3.3 kW
    • 5.3.2 3.3-11 kW
    • 5.3.3 More than 11 kW
  • 5.4 By Sales Channel
    • 5.4.1 Original Equipment Manufacturer (OEM)
    • 5.4.2 Aftermarket
  • 5.5 By Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Rest of North America
    • 5.5.2 Europe
      • 5.5.2.1 Germany
      • 5.5.2.2 United Kingdom
      • 5.5.2.3 France
      • 5.5.2.4 Italy
      • 5.5.2.5 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 China
      • 5.5.3.2 India
      • 5.5.3.3 Japan
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 Rest of the World
      • 5.5.4.1 Brazil
      • 5.5.4.2 Mexico
      • 5.5.4.3 United Arab Emirates
      • 5.5.4.4 Other Countries

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Delphi Technologies (BorgWarner Inc.)
    • 6.2.2 Hyundai Mobis
    • 6.2.3 LG Corporation
    • 6.2.4 STMicroelectronics
    • 6.2.5 Ficosa International S.A.
    • 6.2.6 Valeo SE
    • 6.2.7 Delta Energy Systems AG
    • 6.2.8 Toyota Industries Corporation
    • 6.2.9 Brusa Elektronik AG
    • 6.2.10 VisIC Technologies Ltd
    • 6.2.11 Bel Fuse Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Rapid Enhancement in On Board Charger Technology to Fuel the Market Demand

8 SUPPLIER INFORMATION