首頁 > 市場調查報告書 > 電子零件/半導體

電力設備

市場調查報告書

商品編碼

1459333

全球電動車充電器市場功率模組 - 2024-2031

Global Power Module for EV Charger Market - 2024-2031

出版日期: 2024年04月03日 | 出版商:

DataM Intelligence | 英文 190 Pages | 商品交期: 約2個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

概述

2023年，全球電動車充電器功率模組市場規模達200萬美元，預計2031年將達到1,050萬美元，2024-2031年預測期間複合CAGR為23.0%。

電動車採用和充電基礎設施的發展是由預計將推動全球電動車充電器電源模組市場成長的主要因素所推動的。全球對環境永續性的日益成長的承諾是一個重要的推動力。減少碳排放對於企業、消費者和政府來說變得越來越重要，而轉向電動車是這項更大的永續發展議程的重要組成部分。因此，對創新且有效的電源模組的需求不斷成長，以促進電動車充電基礎設施的發展。

此外，電動車充電電源模組市場正在不斷擴大，這在很大程度上得益於技術的發展。電力電子、半導體技術和充電協議始終在不斷發展，這有助於創建更可靠、更有效率、更經濟的電源模組。尤其需求的是具有快速充電功能的高功率模組，這可以消除客戶對充電時間的擔憂，並提高電動車的整體便利性。

由於政府對電動車的計劃日益增多，亞太地區正在主導燃油噴射市場。中央政府已製定計劃，讓公共部門企業在印度各地建立新的電動車充電站。 2022年2月，電力部計劃，IOCL、BPCL和HPCL等PSU將在國內已開發城市和主要道路安裝22,000個電動車充電站。印度出行新創企業Automobile於2022年3月表示，計畫在全國11個城市安裝500個電動車充電站。該公司與電動車充電合作夥伴 Midgard Electric 合作，在汽車銷售點安裝 Bharat AC-001 和 DC-001 電動車充電器。這些改進預計將推動亞太地區電動車充電器的電源模組市場的發展。

動力學

電動車 (EV) 的採用迅速增加

全球電動車使用量的不斷成長是推動電動車充電器電源模組市場的主要因素之一。隨著各國努力降低溫室氣體排放和應對氣候變化，永續交通變得更加重要。此外，政府正在激勵企業和個人。透過制定更嚴格的污染限制和提供激勵措施來購買電動車。由於電動車使用的蓬勃發展，全球市場正在不斷擴大，這反過來又推動了充電基礎設施對高性能、高效能電源模組的需求。

國際能源總署報告指出，到2023年，即使家庭充電目前可以滿足大部分充電需求，公共充電樁也將需要提供與傳統汽車加油相同程度的可及性和便利性。公共充電基礎設施對於電動車的普及至關重要，特別是在人口稠密、家庭充電機會較為有限的地方。到2022 年底，全球公共充電站數量已增至270 萬個，2022 年將新增超過90 萬個，比2021 年存量成長約55%，與2015 年至2015 年全球危機前50% 的成長率相當. 2019.

電力電子技術的進步

電動車 (EV) 充電器的電源模組是一個不斷發展的行業，這在很大程度上要歸功於電力電子技術的快速發展。這些開發包括電源模組操作和設計的多個方面，可提高電動車充電基礎設施的整體性能、可靠性和效率。半導體材料的持續成長是重要的技術驅動力之一。

更耐用、更導電、更熱穩定的材料正在開發中，這使得設計能夠承受更大功率負載並更有效運行的電源模組成為可能。該解決方案透過為電動車提供更快的充電階段來解決電動車採用的關鍵問題。例如，2024年，電動車測試解決方案供應商Unico透過收購超小型電力電子新創公司Present Power Systems (PPS)，擴大了其在傳統電動車(EV)測試市場的產品線。對 Present Power Systems 的收購堅定了 Unico 改造電動車充電和電池測試產業的決心。

初始成本和基礎建設投資較高

全球電動車充電站電源模組市場受到安裝電動車（EV）充電站所需的大量前期支出和基礎設施投資的嚴重限制。購買電源模組、支付安裝費用以及對電網連接進行投資是與創建廣泛而有效的充電系統相關的一些重要的前期支出。

這種財務障礙可能會減緩充電基礎設施的成長，這對政府、私人企業和投資者來說尤其困難。高額的前期費用也損害了充電站營運商的獲利能力，可能限制其業務發展能力並阻礙整個市場的擴張。此外，基礎建設成本可能會令潛在投資者望而卻步，並阻礙經濟因素重大地區充電網路的發展。

The development of EV adoption and charging infrastructure is being driven by major factors that are expected to propel the growth of the global power module market for EV chargers. The growing globally commitment to environmental sustainability is one important motivator. Reducing carbon emissions is becoming more and more important to businesses, consumers and governments and switching to electric vehicles is an essential part of this larger sustainability agenda. Because of this, there is a growing demand for innovative and effective power modules to facilitate the growth of EV charging infrastructure.

Additionally, the market for EV charger power modules is expanding due in large part to technological developments. Power electronics, semiconductor technologies and charging protocols are always evolving, which helps to create power modules that are more dependable, efficient and affordable. Particularly in demand are high-power modules with fast-charging capabilities, which allay customer worries about charging periods and enhance the general convenience of electric vehicles.

Asia-Pacific is dominating the fuel injection market due to the growing government initiatives for electric vehicles. The central government has set plans for public-sector enterprises to establish new EV charging stations across India. In February 2022, the Ministry of Power planned that the PSUs, IOCL, BPCL and HPCL, will install 22,000 EV charging stations in developed cities and major roads in the country. Automobile, an Indian mobility start-up, stated in March 2022 that it plans to install 500 EV charging stations in 11 cities across the country. The company has teamed with Midgard Electric, an EV charging partner, to install Bharat AC-001 and DC-001 EV chargers at Automobile outlets. Such improvements are projected to boost the power module market for EV chargers in Asia-Pacific.

Dynamics

Rapid Increase in the Adoption of Electric Vehicles (EVs)

The growing global use of electric vehicles is one of the main factors driving the market for power modules for EV chargers. Sustainable transportation has become more important as nations attempt to lower greenhouse gas emissions and fight climate change. Additionally, the governments are incentivizing businesses and individuals. to purchase electric cars by enacting stricter pollution limits and offering incentives. The global market is expanding as a result of the boom in the use of electric vehicles, which in turn is pushing up demand for high-performance and efficient power modules in charging infrastructure.

The International Energy Agency report states that by 2023, public chargers will be required to offer the same level of accessibility and convenience as traditional vehicle refueling, even if home charging presently meets most of the charging demand. Infrastructure for public charging is essential to the uptake of electric vehicles, especially in densely populated places where access to home charging is more limited. By the end of 2022, the number of public charging stations had increased to 2.7 million globally, with over 900,000 added in 2022 roughly a 55% increase over the stock in 2021 and comparable to the 50% growth rate before the global crisis between 2015 and 2019.

Technological Advancements in Power Electronics

Power modules for electric vehicle (EV) chargers are a growing industry due in large part to the quick advances in power electronics technology. The developments include several facets of power module operation and design, which improve the overall performance, dependability and efficiency of EV charging infrastructure. The continual growth of semiconductor materials is one important technical driver.

More durable, more conductive and more thermally stable materials are being developed, which makes it possible to design power modules that can take larger power loads and run more effectively. The addresses a crucial aspect of EV adoption by giving electric vehicles faster charging phases. For Instance, in 2024, EV test solutions provider Unico expanded its product line in the conventional electric vehicle (EV) testing market by acquiring Present Power Systems (PPS), an ultra-compact power electronics startup. The acquisition of Present Power Systems strengthens Unico's resolve to transform the EV charging and battery testing industries.

High Initial Costs and Infrastructure Investment

The global market for power modules for EV chargers is severely restricted by the large upfront expenditures and infrastructure investment involved in installing electric vehicle (EV) charging stations. Buying power modules, paying for installation and making investments in grid connections are some of the significant up-front expenditures associated with creating a broad and effective charging system.

The growth of charging infrastructure can be slowed down by this financial barrier, which can be especially difficult for governments, private companies and investors. The high upfront expenses harm charging station operators' profitability as well, possibly restricting their capacity to develop their businesses and impeding the expansion of the market as a whole. In addition, the cost of infrastructure construction might discourage prospective investors and impede the growth of charging networks in areas where economic factors are significant.

Segment Analysis

The global power module for ev charger market is segmented based on phase, vehicle, end-user and region.

Growing Adoption of Single Phase Module for EV Charger

Based on the phase, the power module for EV charger market is segmented into single phase and triple phase. SiC power modules provide superior efficiency and performance than traditional silicon-based modules. It allow for faster charging and more efficient power conversion, which is critical for onboard EV charging systems. The increased efficiency results in shorter charging intervals and better overall performance, which drives the adoption of EV chargers equipped with SiC power modules in single phase.

In October 2022, Onsemi has released new SiC power modules designed for on-board EV charging. Higher breakdown voltages and increased circuit efficiency due to lower switching losses are made attainable by the use of silicon carbide FETs and diodes. Three modules constitute up the APM32 series, which is packaged utilizing transfer molded technology. H-Bridge SiC MOSFET modules NVXK2TR40WXT and NVXK2TR80WDT are utilized.

Geographical Penetration

Asia-Pacific is Dominating the Power Module for EV Charger Market

The electric vehicle industry in Asia-Pacific is rapidly expanding due to increased urbanization, population expansion and environmental concerns. As more individuals and Organizations migrate to electric vehicles to minimize pollution and reliance on fossil fuels, the need for EV chargers and accompanying power modules increases. According to China's electric car charging alliance, in 2022, China added 650,000 public chargers, bringing the total to 1.8 million charging stations, a 56.7 percent increase over 2021, with more than 40% capable of fast charging.

Governments and companies in Asia-Pacific are making significant investments in EV charging infrastructure. It comprises the development of public charging stations, fast chargers and charging networks to accommodate the growing number of electric vehicles on the road. Subsidies, tax credits, rebates and grants for purchasing electric vehicles and deploying charging infrastructure promote investments in EV charger power modules.

Competitive Landscape

The major global players in the market include Continental AG, Rober Bosch GmBH, Denso Corporation, Sicon Chat Union Electric Co., Mitsubishi Electric Corporation, STMicroelectronics, Semiconductor Components Industries, LLC, Infineon Technologies AG, TOSHIBA CORPORATION and Shijiazhuang Tonhe Electronics Technologies Co., LTD.

COVID-19 Impact Analysis

The pandemic has a direct and indirect effect on the demand for EV charger power modules. The manufacture and availability of power module components have been delayed as a result of a major problem that has affected globally supply chains. Extended lead times and challenges in the supply chain were caused by the temporary closure of manufacturing facilities and the reduction of capacity. In addition, the pandemic has hindered the market's general expansion for electric vehicles. The market for EV chargers and power modules has slowed due to economic uncertainty and a decline in consumer expenditure. The has also affected the desire for electric vehicles. Financial concerns have caused many potential buyers to put off their purchases.

Global vehicle sales fell by an unprecedented amount as the COVID-19 epidemic developed in the early months of 2020 and lockdowns were imposed in many nations. The IEA projection of 15% is closely mirrored by early market data, which indicates that globally auto sales declined by 14% year over year in 2020, despite a steady rebound over the course of the year. Compared to the period between 2007 and 2009 during the global financial crisis, 2020 saw a far greater decline in automobile sales globally.

Russia-Ukraine War Impact Analysis

The global market for power modules for electric vehicle (EV) chargers may be significantly impacted by the conflict between Russia and Ukraine. Critical raw materials demanded in the production of power modules may be scarce or more expensive as a result of the conflict's potential to disrupt the supply chain. Because Russia and Ukraine are two major participants in the global semiconductor business, any disruptions in their supply might have an impact on the ability of producers of power modules to meet demand. It could be difficult for businesses to satisfy the growing demand for EV charging infrastructure as a result of this disruption.

In 2022, Jalopnik stated, that electric vehicle (EV) chargers on one of the busiest roads in Russia were turned off and set to show anti-Putin slogans on their display panels. The primary component manufacturer of the chargers, Auto enterprise, a Ukrainian business, was found to be the guilty party. It's important to note that just a very tiny percentage of Russian cars are electric automobiles. Just 13,000 of the 45 million automobiles in the nation are electric, so although the hack annoys those drivers, it has very little effect on the nation's infrastructure.

By Phase

Single Phase
Triple Phase

By Vehicle

Full Hybrid Vehicle
Plug-in Hybrid Vehicle
Battery Electric Vehicle (BEV)

By End-User

Passenger Car
Commercial Vehicles

By Region

North America
- U.S.
- 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

On July 04, 2023, Volkswagen AG announced a US$ 110 million investment to create charging station infrastructure in China. The company has a strategic relationship with CAMS New Energy Technology to lead the charging station project in the country.
On December 19, 2022, Y2 Solution revealed big ambitions for the North American EV DC Fast-Charging market with the preliminary release of its unique 30kW DC Fast-Charging Power Module. Y2 Solution is taking strong initiatives to bring its expertise to the growing market.
On May 06, 2022, Saudi Arabia's Ministry of Industry and Mineral Resources invested US$ 6 billion to increase mineral mining for battery production. Additionally, it funds the electric vehicle supply chain.

Why Purchase the Report?

To visualize the global power module for EV charger market segmentation based on phase, vehicle, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of power module for EV charger market-level with all segments.
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 power module for EV charger market report would provide approximately 62 tables, 50 figures and 190 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 Phase
3.2.Snippet by Vehicle
3.3.Snippet by End-User
3.4.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Rapid Increase in the Adoption of Electric Vehicles (EVs)
  - 4.1.1.2.Technological Advancements in Power Electronics
- 4.1.2.Restraints
  - 4.1.2.1.High Initial Costs and Infrastructure Investment
- 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.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID
- 6.1.2.Scenario During COVID
- 6.1.3.Scenario Post COVID
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Phase

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 7.1.2.Market Attractiveness Index, By Phase
7.2.Single Phase*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.Triple Phase

8.By Vehicle

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 8.1.2.Market Attractiveness Index, By Vehicle
8.2.Full Hybrid Vehicle*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Plug-in Hybrid Vehicle
8.4.Battery Electric Vehicle (BEV)

9.By End-User

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2.Market Attractiveness Index, By End-User
9.2.Passenger Car *
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.Commercial Vehicles

10.By Region

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2.Market Attractiveness Index, By Region
10.2.North America
- 10.2.1.Introduction
- 10.2.2.Key Region-Specific Dynamics
- 10.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1.U.S.
  - 10.2.6.2.Canada
  - 10.2.6.3.Mexico
10.3.Europe
- 10.3.1.Introduction
- 10.3.2.Key Region-Specific Dynamics
- 10.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1.Germany
  - 10.3.6.2.UK
  - 10.3.6.3.France
  - 10.3.6.4.Italy
  - 10.3.6.5.Spain
  - 10.3.6.6.Rest of Europe
10.4.South America
- 10.4.1.Introduction
- 10.4.2.Key Region-Specific Dynamics
- 10.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1.Brazil
  - 10.4.6.2.Argentina
  - 10.4.6.3.Rest of South America
10.5.Asia-Pacific
- 10.5.1.Introduction
- 10.5.2.Key Region-Specific Dynamics
- 10.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1.China
  - 10.5.6.2.India
  - 10.5.6.3.Japan
  - 10.5.6.4.Australia
  - 10.5.6.5.Rest of Asia-Pacific
10.6.Middle East and Africa
- 10.6.1.Introduction
- 10.6.2.Key Region-Specific Dynamics
- 10.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Phase
- 10.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle
- 10.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11.Competitive Landscape

11.1.Competitive Scenario
11.2.Market Positioning/Share Analysis
11.3.Mergers and Acquisitions Analysis

12.Company Profiles

12.1.Continental AG*
- 12.1.1.Company Overview
- 12.1.2.Product Portfolio and Description
- 12.1.3.Financial Overview
- 12.1.4.Key Developments
12.2.Rober Bosch GmBH
12.3.Denso Corporation
12.4.Sicon Chat Union Electric Co.
12.5.Mitsubishi Electric Corporation
12.6.STMicroelectronics
12.7.Semiconductor Components Industries, LLC
12.8.Infineon Technologies AG
12.9.TOSHIBA CORPORATION
12.10.Shijiazhuang Tonhe Electronics Technologies Co., LTD

LIST NOT EXHAUSTIVE