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市場調查報告書

美國的EV充電生態系統:2018年

Executive Analysis of the US EV Charging Ecosystem, 2018

出版商 Frost & Sullivan 商品編碼 824911
出版日期 內容資訊 英文 82 Pages
商品交期: 最快1-2個工作天內
價格
美國的EV充電生態系統:2018年 Executive Analysis of the US EV Charging Ecosystem, 2018
出版日期: 2019年04月05日內容資訊: 英文 82 Pages
簡介

美國至2025年預計銷售超越200萬台的電動車 (EV)。在美國全境中EV充電網急速發展,比起ICE消費者有偏好EV的傾向。

本報告提供美國的EV充電生態系統,美國的EV市場現狀與展望調查,主要州的EV充電站的發展情形,EV充電硬體設備&服務的生態系統,充電站製造商、業者、聚合商分析、比較,新的經營模式,成長機會分析,未來展望等資料彙整。

第1章 摘要整理

第2章 調查範圍、調查目的、調查手法

第3章 EV的市場動態、市場預測

  • 再形成e行動的轉型轉變
  • 主要州的EV里程碑
  • 美國的EV市場展望
  • EV預測:各EV類型
  • 電池容量、範圍、充電容量的影響
  • 下一代的超高速充電

第4章 EVCS的現狀、市場預測:各充電系統

  • 主要10州的充電站
  • 充電站點基礎設施的安裝數
  • EV充電基礎設施引進:各類型
  • 公共事業經營者、OEM的投資
  • 政府、基礎設施業者的投資
  • 在高速公路的充電基礎設施的可用性

第5章 EVCS的生態系統、價值鏈

  • EV充電硬體設備&服務的生態系統:主要要素
  • EV充電的主要進入經營者
  • EV充電的價值鏈
  • OEM的EV充電價值鏈:主要合作夥伴&計劃
  • EV充電生態系統

第6章 充電點製造商/供應商

  • 基準

第7章 充電點經營者 (CPO)

  • 基準

第8章 充電點聚合商

  • 基準

第9章 EV充電的運用經營模式

  • EV充電新的經營模式
  • 「Charging as a Service」
  • 專用網路模式
  • 網路業者
  • 充電站所有者
  • 經營模式比較
  • EV充電基礎設施市場主要進入經營者
  • EV充電站業者的現有結構
  • EV充電費用

第10章 創新的模式、商務的地位

  • 創新的經營模式:概要
  • 資料貨幣化:成為下一波趨勢嗎?
  • 未來的顛覆性經營模式

第11章 成長機會、推薦行動

  • 成長機會:社群合作
  • 策略性必要條件

第12章 總論、未來展望

  • 長期的展望、趨勢
  • 未來的演進

第13章 附錄

目錄
Product Code: K337-18

Newer Business Models and Products Designed for an Ecosystem for Multiple Customer Personas are Driving the Growth of US EV Charging Ecosystem

By 2025, over 2 million electric vehicles (EVs) are expected to be sold only in the US. Consumers now prefer EVs over ICEs owing to fast developing charging network across the US. There is an opportunity for both AC and DC charging network expansion and traditional business models are not sufficient anymore. Unlike fuel stations, with respect to EV charging, there is no one-size-fits-all solution and OEMs, EVSEs, CPOs, and aggregators are capitalising on this opportunity. For instance, highways need equally spaced fast chargers city centres such as parking spaces, apartment complexes require AC charging station and a product design that is compact, modular, and scalable. The next wave of charging is the 350kW ultra-fast chargers to be deployed and distributed along the highway. However, the need for lower power AC and DC charging units is still existential within the cities, and both fast and slow chargers will co-exist as the EV market expands. Therefore, it becomes imperative for participants in the market to not only focus on product/technology but also on the business model. How they reach consumers and the experience they create while reducing the cognitive load will become a key differentiating factor. A plethora of business models designed to reach to consumers are creating markets that previously did not exist. Charging operators are borrowing from principles such as access economy, subscription, and premium and ad-based economy from other verticals to design their business and carve a niche.

This study analyses various market participants segmented into manufacturers/suppliers, charge point operators, and aggregators to outline their existing business models and to design business models that could emerge in the future. New types of charging are emerging, such as the Photovoltaic technology advancements, which are expected to drive momentum and interest among Ford and Toyota. Static inductive charging is set to revolutionise the market beginning in luxury and later to the mass market as seen in the case of BMW and Mercedes. Companies like Qualcomm are fast tracking the development and will be the forerunner to technologies such as autonomous parking and charging. The study will also analyse the existing white spaces in the US charging infrastructure.

Key Issues Addressed:

  • What is the growth of the US EV charging and how is it impacting its existing charging infrastructure?
  • What is the future scenario for the US EV charging market?
  • Who are the market participants and what are their business models?
  • What are the new business models and possible future business model designs in the charging space?
  • Where are the white spaces for tech participants to enter the field?

Table of Contents

1. EXECUTIVE SUMMARY

  • Key Findings
  • Charging Stations by Top 10 States-US
  • EV Charging Ecosystem-Value Mapping
  • Charging Point Operators (CPOs)-Benchmarking Overview
  • Prevailing Business Models for EV Charging
  • Existing Structure of EV Charging Station Operators
  • Innovative Business Models-An Overview
  • US EV Charging-Long-term Outlook and Trends

2. RESEARCH SCOPE, OBJECTIVES, AND METHODOLOGY

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study will Answer
  • Research Methodology
  • Classification of EV Charging Infrastructure

3. EV MARKET DYNAMICS AND FORECASTS

  • Transformational Shifts Reshaping eMobility
  • Key States in US Setting Milestones for EVs
  • EV Market Outlook 2018-US
  • EV Forecast by EV Type
  • Battery Capacity, Range, and Impact on Charging Capacity
  • The Next Wave of Charging-Ultra-fast Charging

4. EVCS STATUS AND MARKET FORECASTS BY CHARGING SYSTEM

  • Charging Stations by Top 10 States-US
  • Charging Station Points Infrastructure Installation-By Location
  • EV Charging Infrastructure Deployment by Type
  • Investments by Utilities and OEMs
  • Investments by Government and Infrastructure Operators
  • Highway Range is Much Lesser than Deserved
  • Charging Infrastructure Availability on Highway

5. EVCS ECOSYSTEM AND VALUE CHAIN PROPOSITION

  • EV Charging Hardware and Service Ecosystem-Key Elements
  • EV Charging Key Participants
  • EV Charging Value Chain-Key Business Roles
  • OEM EV Charging Value Chain-Prominent Partners and Projects
  • EV Charging Ecosystem-Value Creation
  • EV Charging Ecosystem-Value Mapping

6. CHARGING POINT MANUFACTURERS/SUPPLIERS

  • Charging Point Manufacturers-Benchmarking Overview
  • Charging Point Manufacturers-Benchmarking

7. CHARGING POINT OPERATORS

  • Charging Point Operators-Benchmarking Overview
  • Charging Point Operators-Benchmarking

8. CHARGING POINT AGGREGATORS

  • Charging Point Aggregators-Benchmarking Overview
  • Charging Point Aggregators-Benchmarking

9. OPERATING BUSINESS MODELS FOR EV CHARGING

  • Prevailing Business Models for EV Charging
  • Charging as a Service
  • Proprietary Network Model
  • Network Operator
  • Station Owner
  • Comparison of Business Models-Time of Use Versus Energy Used
  • Top EV Charging Infrastructure Market Participants
  • Top EV Charging Infrastructure Market Participants (Continued)
  • Top EV Charging Infrastructure Market Participants (Continued)
  • Existing Structure of EV Charging Station Operators
  • EV Charging Fees

10. INNOVATIVE MODELS AND BUSINESS POSITIONING

  • Innovative Business Models-An Overview
  • Is Data Monetisation the Next Big Wave in Charging?
  • Disruptive Business Models in Future

11. GROWTH OPPORTUNITIES AND COMPANIES TO ACTION

  • Growth Opportunity-Social Collaboration
  • Strategic Imperatives for Global EV Start-up Industry

12. CONCLUSIONS AND FUTURE OUTLOOK

  • US EV Charging-Long-term Outlook and Trends
  • US EV Charging Ecosystem-Future Evolution

13. APPENDIX

  • Abbreviations and Acronyms Used
  • Legal Disclaimer
  • Market Engineering Methodology
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)