市场调查报告书
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1569828
到 2030 年电动车充电站市场预测:按充电功率等级、充电点类型、充电模式、输出功率、连接器类型、安装、车辆类型、最终用户和地区进行的全球分析Electric Vehicle Charging Station Market Forecasts to 2030 - Global Analysis By Charging Power Level, Charging Point Type, Charging Mode, Power Output, Connector Type, Installation, Vehicle Type, End User and By Geography |
根据Stratistics MRC预测,2024年全球电动车充电站市场规模将达390.5亿美元,预计2030年将达到1,654亿美元,预测期内复合年增长率为27.2%。
电动车 (EV) 充电站是为电动车(包括纯电动车 (BEV) 和插电式混合动力汽车)提供充电电力的专用基础设施。这些充电站提供不同的充电等级,从 1 级、2 级到快速(直流快速充电)。它们还配备了车辆专用连接器,以确保高效的能量传输。电动车充电站对于支持电动车的发展和减少对传统石化燃料的依赖至关重要。
根据国际能源总署(IEA)的《2024年全球电动车展望》,到2023年,全球将註册约1,400万辆新电动车,使道路上的电动车总数达到4,000万辆。
电动车的扩张
电动车普及率的提高是电动车充电站市场的主要驱动因素。由于环境问题和政府奖励,越来越多的消费者转向电动车,对充电基础设施的需求也随之成长。电动车技术的发展趋势、电池成本的下降以及汽车製造商不断扩大的车型选择正在进一步加速这一趋势。需要强大的充电网路来支援不断增长的电动车数量,这直接推动了充电站市场的扩张。
电网容量和可靠性有限
有限的电网容量和可靠性给电动车充电站市场带来了重大挑战。随着电动车普及率的提高,电网面临着不断增加的电力需求,特别是在尖峰时段。这可能会导致过载、断电和充电速度缓慢。改造现有电网基础设施成本高且耗时,这可能会延迟充电站的推出。此外,电力供应不可靠的地区可能会损害充电站的有效性和可用性,从而阻碍市场成长。
与电力公司、汽车製造商合作
与电力公司的伙伴关係可以帮助优化电网整合、部署智慧充电解决方案并开发更有效率的能源管理系统。与汽车製造商的合作将促进标准化充电技术的发展,改善车辆与电网之间的通讯,以及将充电解决方案与电动车购买捆绑在一起。此类伙伴关係可以加速创新、降低成本、为电动车车主创造更无缝的充电体验,并促进市场扩张。
网路安全问题
随着充电站变得越来越互联并依赖数位技术,它们成为网路攻击的潜在目标。充电基础设施中的漏洞可能导致资料外洩、用户资讯外洩或电网中断。对强有力的安全措施的需求增加了充电站营运商的营运成本和复杂性。
COVID-19 大流行最初扰乱了电动车充电站市场,导致供应链问题和安装延误。然而,为了加速向永续交通途径的转变,许多政府已将电动车基础设施纳入其经济復苏计画。这次疫情凸显了弹性和清洁能源系统的重要性,最终提振了电动车充电站市场的长期成长前景。
预计 2 级细分市场在预测期内将是最大的细分市场
预计 2 级细分市场将在预测期内主导市场占有率。 2 级充电器在充电速度和成本效益之间取得了平衡,使其适用于住宅和商业应用。这些充电器比直流快速充电器更实惠,同时充电速度比 1 级充电器更快。 2 级充电器在家庭、职场和公共场所的广泛采用极大地促进了其市场主导地位。它的多功能性和与大多数电动车的兼容性进一步巩固了其作为首选充电解决方案的地位。
预计商业领域在预测期内复合年增长率最高
预计商业领域在预测期内将以最高复合年增长率成长。不断增加的政府倡议、企业永续性目标以及对公共充电选项不断增长的需求推动了商业充电基础设施的快速扩张。停车场、购物中心和高速公路沿线等商业充电站对于支持远距旅行和解决里程焦虑至关重要。快速充电网路的发展以及充电站与零售商店和饭店服务的整合是推动该细分市场高成长率的主要因素。
预计亚太地区在预测期内将占据最大的市场占有率。这项优势主要得益于中国庞大的电动车市场和整个地区的政府支持政策。日本、韩国和印度等国家也正在迅速扩大其电动车充电基础设施。亚太地区人口密度高、都市化高以及环保意识不断增强,推动了对电动车和充电站的强劲需求。此外,公共和私营部门对充电基础设施的大量投资进一步巩固了该地区的市场主导地位。
预计亚太地区在预测期内将实现最高的复合年增长率。这种快速增长的推动因素包括政府对电动车采用的积极目标、对充电基础设施的大量投资以及该地区主要电动车製造商的存在。中国等国家正在製定扩大充电网路的雄心勃勃的目标,印度和东南亚国家等新兴市场正在加强交通电气化的力度。该地区快速的技术进步和日益增长的都市化预计将推动电动车充电站市场的持续高速成长。
According to Stratistics MRC, the Global Electric Vehicle Charging Station Market is accounted for $39.05 billion in 2024 and is expected to reach $165.40 billion by 2030 growing at a CAGR of 27.2% during the forecast period. An Electric Vehicle (EV) Charging Station is a dedicated infrastructure that supplies electrical power for recharging electric vehicles, including battery electric vehicles (BEVs) and plug-in hybrids. These stations provide various charging levels, from (Level 1) and (Level 2) to rapid (DC Fast Charging). They are equipped with connectors compatible with specific vehicle types, ensuring efficient energy transfer. EV charging stations are essential for supporting the growth of electric mobility and reducing reliance on traditional fossil fuels.
According to the International Energy Agency's (IEA) Global EV Outlook 2024, almost 14 million new electric cars were registered globally in 2023, bringing their total number on the roads to 40 million.
Rising adoption of electric vehicles
The increasing adoption of electric vehicles is a key driver for the electric vehicle charging station market. As more consumers switch to EVs due to environmental concerns and government incentives, the demand for charging infrastructure grows proportionally. Advances in EV technology, decreasing battery costs, and expanding model options from automakers further accelerate this trend. The need for a robust charging network to support the growing EV fleet directly fuels the expansion of the charging station market.
Limited grid capacity and reliability
Limited grid capacity and reliability pose significant challenges to the electric vehicle charging station market. As EV adoption increases, the power grid faces strain from the additional electricity demand, particularly during peak charging times. This can lead to potential overloads, power outages, and reduced charging speeds. Upgrading existing grid infrastructure is costly and time-consuming, potentially slowing down the deployment of charging stations. Additionally, in areas with unreliable power supply, the effectiveness and availability of charging stations may be compromised, hindering market growth.
Collaboration with utility companies and automakers
Partnerships with utilities can help optimize grid integration, implement smart charging solutions, and develop more efficient energy management systems. Collaborations with automakers can lead to the development of standardized charging technologies, improved vehicle-to-grid communication, and bundled charging solutions with EV purchases. These partnerships can accelerate innovation, reduce costs, and create more seamless charging experiences for EV owners, driving market expansion.
Cybersecurity concerns
As charging stations become increasingly connected and reliant on digital technologies, they become potential targets for cyberattacks. Vulnerabilities in charging infrastructure could lead to data breaches, compromised user information, or even disruptions to the power grid. The need for robust security measures increases operational costs and complexity for charging station operators.
The COVID-19 pandemic initially disrupted the electric vehicle charging station market, causing supply chain issues and delayed installations. However, it also accelerated the shift towards sustainable transportation, with many governments incorporating EV infrastructure development into economic recovery plans. The pandemic highlighted the importance of resilient and clean energy systems, ultimately boosting long-term growth prospects for the EV charging station market.
The level 2 segment is expected to be the largest during the forecast period
Over the forecasted timeframe, the level 2 segment is anticipated to dominate the market share. Level 2 chargers offer a balance between charging speed and cost-effectiveness, making them suitable for both residential and commercial applications. These chargers allows faster charging compared to Level 1 chargers while being more affordable than DC fast chargers. The widespread adoption of Level 2 chargers in homes, workplaces, and public spaces contributes significantly to their market dominance. Their versatility and compatibility with most electric vehicles further solidify their position as the preferred charging solution.
The commercial segment is expected to have the highest CAGR during the forecast period
During the projection period, the commercial segment is expected to grow at the highest CAGR. The rapid expansion of commercial charging infrastructure is driven by increasing government initiatives, corporate sustainability goals, and the growing need for public charging options. Commercial charging stations, including those in parking lots, shopping centers, and along highways, are crucial for supporting long-distance travel and addressing range anxiety. The development of fast charging networks and the integration of charging stations with retail and hospitality services are key factors contributing to the segment's high growth rate.
During the estimation period, the Asia Pacific region is expected to capture the largest market share. This dominance is primarily driven by China's massive EV market and supportive government policies across the region. Countries like Japan, South Korea, and India are also rapidly expanding their EV charging infrastructure. The high population density, urbanization, and increasing environmental awareness in Asia Pacific contribute to the strong demand for electric vehicles and charging stations. Moreover, significant investments from both the public and private sectors in charging infrastructure further solidify the region's leading position in the market.
The Asia Pacific region is projected to achieve the highest CAGR during the forecast period. This rapid growth is fueled by aggressive government targets for EV adoption, substantial investments in charging infrastructure, and the presence of major EV manufacturers in the region. Countries like China are setting ambitious goals for expanding their charging networks, while emerging markets such as India and Southeast Asian nations are ramping up their efforts to electrify transportation. The region's fast-paced technological advancements and increasing urbanization are expected to drive continued high growth in the EV charging station market.
Key players in the market
Some of the key players in Electric Vehicle Charging Station Market include ChargePoint Holdings, Inc., Tesla, Inc., ABB Ltd., Siemens AG, BYD Company Ltd., BP p.l.c., Shell plc, ENGIE, TotalEnergies SE, Enel X, EVBox Group, Tritium DCFC Limited, Blink Charging Co., Allego N.V., NaaS Technology Inc., EVgo Inc., Electrify America LLC, and Schneider Electric SE.
In July 2024, Vertiv, a global provider of critical digital infrastructure and continuity solutions, and ZincFive(R), the world leader in nickel-zinc (NiZn) battery-based solutions for immediate power applications, announced that Vertiv will add the ZincFive BC Series uninterruptible power supply (UPS) Battery Cabinets to its portfolio of battery systems available for data center backup power. The safe and recyclable nickel-zinc batteries are compatible with select large and medium Vertiv(TM) UPS, including the recently launched Vertiv(TM) Trinergy, systems as a source of backup energy storage, complementing the company's commitment to enable customers to minimize the environmental footprint of their data center sites.
In June 2024, Amara Raja Energy and Mobility Ltd., an Indian lithium-ion battery manufacturer, signed a licensing agreement with Gotion Inc. to produce lithium-ion batteries using iron phosphate as a raw material.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.