歐洲和北美的電動汽車 (EV) 充電基礎設施(第 3 版)
市場調查報告書
商品編碼
1193446

歐洲和北美的電動汽車 (EV) 充電基礎設施(第 3 版)

EV Charging Infrastructure in Europe and North America - 3rd Edition

出版日期: | 出版商: Berg Insight | 英文 190 Pages | 商品交期: 最快1-2個工作天內

價格

歐洲安裝的專用電動汽車 (EV) 充電站總數預計將從 2021 年的 450 萬個增長到 2026 年的 1960 萬個,複合年增長率為 34%。 北美安裝的專用充電站數量預計將從 2021 年的 140 萬個增加到 2026 年的 610 萬個,複合年增長率為 34%。 到 2021 年,這兩個地區約有 160 萬個充電站將通過蜂窩連接進行監控。

本報告分析了歐洲和北美的電動汽車 (EV) 充電基礎設施市場,包括市場的基本結構、主要參與者、當前 EV 充電技術和標準的概述以及 EV 充電的價值鏈,我們整理並發布了當前傳播和利用狀況、主要公司概況(68 家硬件/軟件供應商、32 家充電站運營商 (CSO))以及未來市場趨勢(至 2026 年)等信息。

內容

第一章歐洲和北美的電動汽車充電

  • 歐洲電動汽車充電基礎設施
  • 北美電動汽車充電基礎設施
  • 電動汽車市場
    • 汽車模型
    • 歐洲電動汽車市場
    • 北美的電動汽車市場
  • 市場參與者
    • CPO(充電站運營商)
    • MSP(移動服務提供商)
    • 硬件和軟件提供商

第二章充電技術與標準

  • 電動汽車充電
    • 交流/直流
    • 充電模式和電平
    • 電池容量和充電時間
  • 連接器標準
    • 1 類/SAE J1772
    • 類型 2
    • CCS(聯合充電系統)
    • 查德莫
    • 特斯拉增壓器
    • 國標/噸
  • 連接和管理軟件
    • 用於蜂窩物聯網的網關、路由器和調製解調器
    • OCPP(開放式充電點協議)
    • 充電站管理軟件
  • 支付解決方案
    • 移動支付和 RFID 標籤
    • ISO 15118
    • 自動充電
    • 支付終端

第 3 章充電站運營商 (CPO)

  • 歐洲
    • Allego
    • Atlante
    • Be Charge
    • Bouygues Energies and Services (Bouygues Construction)
    • BP Pulse
    • CEZ Group
    • E.ON Group
    • EnBW
    • Eneco eMobility
    • Enel X (Enel Group)
    • ESB Group
    • Fastned
    • Freshmile
    • Iberdrola Group
    • InstaVolt
    • Ionity
    • Izivia (EDF)
    • Jolt Energy
    • Mer (Statkraft)
    • Power Dot
    • Recharge
    • Shell Recharge Solutions
    • TotalEnergies
    • Vattenfall Group
  • 北美
    • Blink Charging
    • Electrify America
    • Electrify Canada
    • EVgo
    • Francis Energy
    • Hydro-Québec
    • Tesla
    • Volta Charging

第 4 章硬件和軟件提供商

  • 歐洲
    • ABB
    • ABL
    • ADS-TEC Energy
    • Alfen
    • Alpitronic
    • Amina Charging
    • AMPECO
    • Charge Amps
    • Chargecloud
    • ChargeNode
    • Circontrol
    • Compleo Charging Solutions
    • CTEK
    • DBT Group
    • Driivz
    • Easee
    • Eaton
    • Ecotap (Legrand)
    • Efacec
    • Ekoenergetyka
    • Elli
    • eNovates
    • Ensto Building Systems (Legrand)
    • E-Totem
    • EO Charging
    • Etrel
    • EVBox (ENGIE)
    • Evtec
    • Fortum
    • Garo
    • Gnrgy
    • GreenFlux
    • Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • Ingeteam
    • IES Synergy
    • Juice Technology
    • KEBA
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Mennekes Group
    • Pod Point (EDF)
    • Rolec Services
    • Schneider Electric
    • Siemens
    • Smartlab
    • Teltonika
    • Tritium
    • Virta
    • Wallbox
    • Webasto
    • Wirelane
    • Zaptec
  • 北美
    • Flo
    • BorgWarner
    • BTC Power (E.ON)
    • ChargePoint
    • ClipperCreek
    • Delta Electronics
    • Elmec
    • EV Connect
    • EvoCharge (Phillips & Temro)
    • EVPassport
    • FreeWire Technologies
    • InductEV
    • SemaConnect
    • SK Signet
  • 其他硬件供應商

第五章市場分析與趨勢

  • 市場分析
    • 市場預測
    • 按區域進行市場分析
    • 政府獎勵和投資
  • 價值鏈分析
    • EV 充電硬件供應商
    • 軟件提供商和 CSO
    • 汽車行業的公司
    • 併購 (M&A)
  • 市場趨勢
    • 儘管市場存在不確定性,但電動汽車市場繼續增長
    • 可連接的充電站:不斷改進收支規劃
    • 通過併購促進電動汽車充電行業的重組
    • IPO:獲得成長資本
    • 歐洲對公共和目的地充電的需求激增
    • 採用開放式架構修改 EV 充電價值鏈
    • 模塊化設計改進了直流充電盒
    • 由汽車原始設備製造商提供 MSP 服務:減少電動汽車普及的障礙
    • 快速充電:向城市地區發展
    • 重型商用車充電:新興細分市場
  • 首字母縮略詞列表

This study investigates the electric vehicle charging infrastructure market in Europe and North America. The total installed base of dedicated charging points in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 34 percent from 4.5 million in 2021 to 19.6 million by 2026. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 1.4 million in 2021 to reach 6.1 million in 2026, growing at a CAGR of 34 percent. These numbers include both private and public charging points. About 1.6 million of these charging points in the two regions were monitored via cellular connections in 2021. Get up to date with the latest information about vendors, charge point operators, products and markets.

Highlights from the report:

  • Insights from 30 executive interviews with market leading companies.
  • New data on EV charging infrastructure in Europe and North America.
  • Comprehensive description of the EV charging value chain and key applications.
  • In-depth analysis of market trends and key developments.
  • Profiles of 68 companies offering EV charging hardware and software.
  • Profiles of 32 charge point operators (CPOs).
  • Market forecasts lasting until 2026.

Table of Contents

  • Table of Contents
  • List of Figures
  • Executive Summary

1. EV Charging in Europe and North America

  • 1.1. EV charging infrastructure in Europe
  • 1.2. EV charging infrastructure in North America
  • 1.3. The electric vehicle market
    • 1.3.1. Vehicle types
    • 1.3.2. The electric vehicle market in Europe
    • 1.3.3. The electric vehicle market in North America
  • 1.4. Market players
    • 1.4.1. Charge point operators (CPOs)
    • 1.4.2. Mobility service providers (MSPs)
    • 1.4.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Charging modes and levels
    • 2.1.3. Battery capacity and charging time
  • 2.2. Connector Standards
    • 2.2.1. Type 1/SAE J1772
    • 2.2.2. Type 2
    • 2.2.3. Combined charging system (CCS)
    • 2.2.4. CHAdeMO
    • 2.2.5. North American Charging Standard (Tesla)
    • 2.2.6. GB/T
  • 2.3. Connectivity and management software
    • 2.3.1. Cellular IoT gateways, routers and modems
    • 2.3.2. The open charge point protocol (OCPP)
    • 2.3.3. Charging station management software
  • 2.4. Payment solutions
    • 2.4.1. Mobile payments and RFID tags
    • 2.4.2. ISO 15118
    • 2.4.3. Autocharge
    • 2.4.4. Payment terminals

3. Charge Point Operators

  • 3.1. Europe
    • 3.1.1. Allego
    • 3.1.2. Atlante
    • 3.1.3. Be Charge
    • 3.1.4. Bouygues Energies and Services (Bouygues Construction)
    • 3.1.5. BP Pulse
    • 3.1.6. CEZ Group
    • 3.1.7. E.ON Group
    • 3.1.8. EnBW
    • 3.1.9. Eneco eMobility
    • 3.1.10. Enel X (Enel Group)
    • 3.1.11. ESB Group
    • 3.1.12. Fastned
    • 3.1.13. Freshmile
    • 3.1.14. Iberdrola Group
    • 3.1.15. InstaVolt
    • 3.1.16. Ionity
    • 3.1.17. Izivia (EDF)
    • 3.1.18. Jolt Energy
    • 3.1.19. Mer (Statkraft)
    • 3.1.20. Power Dot
    • 3.1.21. Recharge
    • 3.1.22. Shell Recharge Solutions
    • 3.1.23. TotalEnergies
    • 3.1.24. Vattenfall Group
  • 3.2. North America
    • 3.2.1. Blink Charging
    • 3.2.2. Electrify America
    • 3.2.3. Electrify Canada
    • 3.2.4. EVgo
    • 3.2.5. Francis Energy
    • 3.2.6. Hydro-Québec
    • 3.2.7. Tesla
    • 3.2.8. Volta Charging

4. Hardware and Software Providers

  • 4.1. Europe
    • 4.1.1. ABB
    • 4.1.2. ABL
    • 4.1.3. ADS-TEC Energy
    • 4.1.4. Alfen
    • 4.1.5. Alpitronic
    • 4.1.6. Amina Charging
    • 4.1.7. AMPECO
    • 4.1.8. Charge Amps
    • 4.1.9. Chargecloud
    • 4.1.10. ChargeNode
    • 4.1.11. Circontrol
    • 4.1.12. Compleo Charging Solutions
    • 4.1.13. CTEK
    • 4.1.14. DBT Group
    • 4.1.15. Driivz
    • 4.1.16. Easee
    • 4.1.17. Eaton
    • 4.1.18. Ecotap (Legrand)
    • 4.1.19. Efacec
    • 4.1.20. Ekoenergetyka
    • 4.1.21. Elli
    • 4.1.22. eNovates
    • 4.1.23. Ensto Building Systems (Legrand)
    • 4.1.24. E-Totem
    • 4.1.25. EO Charging
    • 4.1.26. Etrel
    • 4.1.27. EVBox (ENGIE)
    • 4.1.28. Evtec
    • 4.1.29. Fortum
    • 4.1.30. Garo
    • 4.1.31. Gnrgy
    • 4.1.32. GreenFlux
    • 4.1.33. Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • 4.1.34. Ingeteam
    • 4.1.35. IES Synergy
    • 4.1.36. Juice Technology
    • 4.1.37. KEBA
    • 4.1.38. Kempower
    • 4.1.39. Kostad
    • 4.1.40. L-Charge
    • 4.1.41. Last Mile Solutions
    • 4.1.42. Mennekes Group
    • 4.1.43. Pod Point (EDF)
    • 4.1.44. Rolec Services
    • 4.1.45. Schneider Electric
    • 4.1.46. Siemens
    • 4.1.47. Smartlab
    • 4.1.48. Teltonika
    • 4.1.49. Tritium
    • 4.1.50. Virta
    • 4.1.51. Wallbox
    • 4.1.52. Webasto
    • 4.1.53. Wirelane
    • 4.1.54. Zaptec
  • 4.2. North America
    • 4.2.1. Flo
    • 4.2.2. BorgWarner
    • 4.2.3. BTC Power (E.ON)
    • 4.2.4. ChargePoint
    • 4.2.5. ClipperCreek
    • 4.2.6. Delta Electronics
    • 4.2.7. Elmec
    • 4.2.8. EV Connect
    • 4.2.9. EvoCharge (Phillips & Temro)
    • 4.2.10. EVPassport
    • 4.2.11. FreeWire Technologies
    • 4.2.12. InductEV
    • 4.2.13. SemaConnect
    • 4.2.14. SK Signet
  • 4.3. Additional hardware vendors

5. Market Analysis and Trends

  • 5.1. Market analysis
    • 5.1.1. Market forecast
    • 5.1.2. Regional market analysis
    • 5.1.3. Government incentives and investments
  • 5.2. Value chain analysis
    • 5.2.1. EV charging hardware vendors
    • 5.2.2. Software providers and charge point operators
    • 5.2.3. Automotive industry players
    • 5.2.4. Mergers and acquisitions
  • 5.3. Market trends
    • 5.3.1. The electric vehicle market continues to grow in spite of market uncertainty
    • 5.3.2. The business case for connected charging stations continues to improve
    • 5.3.3. M&As drive consolidation in the EV charging landscape
    • 5.3.4. Going public gives access to growth capital
    • 5.3.5. Demand for public and destination charging to increase rapidly in Europe
    • 5.3.6. Open architectures alter the EV charging value chain
    • 5.3.7. A modular design improves the case for DC charging
    • 5.3.8. Car OEMs offer MSP services to lower barriers to EV adoption
    • 5.3.9. Fast charging to move to more urban locations
    • 5.3.10. Heavy commercial vehicle charging emerges as a new segment
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Public normal and fast charging points (EU22+3 2021)
  • Figure 1.2: BEVs per public normal and fast charging points (EU22+3 in 2021)
  • Figure 1.3: Normal and fast charging points (North America 2021)
  • Figure 1.4: Electric vehicles per normal and fast charging points (North America 2021)
  • Figure 1.5: Registered electric vehicles and new registrations (EU22+3 2021)
  • Figure 1.6: Registered electric vehicles and sales (North America 2021)
  • Figure 2.1: Charging using alternating current (left) and direct current (right)
  • Figure 2.2: Charging modes
  • Figure 2.3: Charging levels
  • Figure 2.4: Examples of battery capacity for different car models
  • Figure 2.5: Theoretical charging times for a 90-kWh battery
  • Figure 2.6: Connector standards by geographical region
  • Figure 2.7: Common features in cellular IoT gateways and routers
  • Figure 2.8: Examples of routers used in EV charging applications
  • Figure 2.9: Overview of a cluster configuration
  • Figure 2.10: Example of a dashboard for management of charging operations
  • Figure 2.11: Example of RFID card and tag
  • Figure 2.12: Examples of payment terminals for EV charging stations
  • Figure 3.1: An Allego fast charging location
  • Figure 3.2: Enel X's Juicebox
  • Figure 3.3: A Fastned charging location
  • Figure 3.4: An Ionity charging site
  • Figure 3.5: Jolt's MerlinOne mobile charger and swap truck
  • Figure 3.6: Shell Recharge Solutions' charger for businesses
  • Figure 3.7: A Francis Energy charging station
  • Figure 3.8: Tesla's Supercharger
  • Figure 3.9: Tesla's Wall Connector
  • Figure 3.10: Charging station from Volta Charging
  • Figure 4.1: The Terra AC wallbox and Terra 360 from ABB
  • Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 4.3: The Hypercharger HYC300
  • Figure 4.4: The wallbox from Amina Charging
  • Figure 4.5: The Raption 400 and Raption 150 Compact chargers
  • Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
  • Figure 4.7: Easee's wallbox charger
  • Figure 4.8: Ecotap's Homebox and DC150/180 chargers
  • Figure 4.9: The Ensto One and Media chargers
  • Figure 4.10: The INCH Pro from Etrel
  • Figure 4.11: Troniq Modular and BusinessLine Double from EVBox
  • Figure 4.12: Juice Booster 3 with connector and adapters
  • Figure 4.13: KeContact P30 from KEBA
  • Figure 4.14: Kempower Satellite and Station Charger
  • Figure 4.15: Unity22 and Unity360 from Kostad
  • Figure 4.16: E-mobility Gateway and Amtron Compact from Mennekes
  • Figure 4.17: Siemens VersiCharge wallbox
  • Figure 4.18: Teltonika's TeltoCharge
  • Figure 4.19: The Tritium RT50
  • Figure 4.20: Quasar 2 from Wallbox
  • Figure 4.21: Next and TurboDX from Webasto
  • Figure 4.22: BTC Power's Gen 4 and 350 kW Dispenser unit
  • Figure 4.23: ChargePoint Home and Express
  • Figure 4.24: Overview of SemaConnect's offering
  • Figure 4.25: Additional hardware suppliers
  • Figure 5.1: Installed base and shipments of charging points (Europe 2021-2026)
  • Figure 5.2: Connected charging points by technology (Europe 2021-2026)
  • Figure 5.3: Installed base and shipments of charging points (North America 2021-2026)
  • Figure 5.4: Connected charging points by technology (North America 2021-2026)
  • Figure 5.5: Policies active in major electric vehicle countries in Europe (Q4-2022)
  • Figure 5.6: Installed base of charging points by vendor (Europe Q4-2022)
  • Figure 5.7: Installed base of DC charging stations by vendor (Europe Q4-2022)
  • Figure 5.8: Installed base of charging points by vendor (North America Q4-2022)
  • Figure 5.9: Installed base of DC charging stations by vendor (North America Q4-2022)
  • Figure 5.10: Connected charging points by software vendor (Europe Q4-2022)
  • Figure 5.11: Connected charging points by software vendor (North America Q4-2022)
  • Figure 5.12: Public charging networks (North America January 2022)
  • Figure 5.13: Public DC charging networks (North America January 2022)
  • Figure 5.14: M&As among companies active in EV charging (2017-2023)
  • Figure 5.15: lPOs and listings via SPAC mergers (2014-2022)