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電動卡車與巴士充電基礎建設市場機會分析:2030年前預測

Electric Truck and Bus Charging Infrastructure Market Opportunity Analysis, Forecast to 2030

出版商 Frost & Sullivan 商品編碼 921034
出版日期 內容資訊 英文 101 Pages
商品交期: 最快1-2個工作天內
價格
電動卡車與巴士充電基礎建設市場機會分析:2030年前預測 Electric Truck and Bus Charging Infrastructure Market Opportunity Analysis, Forecast to 2030
出版日期: 2019年12月24日內容資訊: 英文 101 Pages
簡介

由於嚴格的廢氣排放規範,預估全球商用車(CV)電氣化市場將進一步擴大。隨著電動CV銷售台數的增加,對於充電基礎建設的需求也不斷增長,充電設備製造商可期打開龐大商機。預估於2030年全球電動CV銷售台數將達218萬台,收益成長至8,850億美元規模。

本報告研究全球電動車充電基礎建設市場之主要技術動向,彙整充電站需求預測與充電設備市場收益預測,報告以電動商用車(CV)應用之插入式交流/直流(AC/DC)充電系統為對象。

摘要整理

研究範圍、目的、背景、方法

充電器類型與規格

電動商用車充電技術

  • Schematic Representation of AC and DC Charging
  • CHAdeMO
  • CHAdeMO 充電器
  • 中國電力企業連合會(CEC)與 CHAdeMO 在超快充規格的合作
  • Charging Interface Initiative (CHARIN)
  • 受電弓式充電
  • 受電弓式充電解決方案類型
  • 感應式充電
  • 電池更換
  • 電池更換生態系統
  • 電池化學的未來

電動車充電基礎建設:獎勵措施與主要發展

  • 北美的獎勵措施
  • 歐洲
  • 中國
  • 北美:充電基礎建設計畫
  • 歐洲:高速道路每60公里的充電站

電動車充電基礎建設生態系統和商業模式

  • 電動車充電基礎建設:價值鏈概況
  • 電動車充電基礎建設價值鏈中的主要企業
  • 充電生態系統:Value Mapping
  • 主要營運商的商業模式標竿

電動車充電基礎建設成本分析

  • 充電基礎建設成本:假設
  • 收益模式:按使用時間
  • 收益模式:按使用能源
  • 對充電基礎建設的投資
  • 充電基礎建設收益模式

卡車與巴士市場的電氣化預測

  • 影響電動車導入的4大趨勢
  • 加速電氣化的政治和立法方針
  • TCO (所有權的總成本) 比較:電氣化損益平衡點
  • TCO (所有權的總成本) 比較:城市運輸應用
  • TCO (所有權的總成本) 比較:長途應用
  • 電動CV銷售台數市場情勢分析
  • 全球電動CV VIO 預測:概要
  • 電動 LDT VIO 預測:按地區和動力總成
  • 電動 MDT VIO 預測:按地區和動力總成
  • 電動 HDT VIO 預測:按地區和動力總成
  • 電動巴士 VIO 預測:按地區和動力總成

充電設備市場與基礎建設需求預測

  • 充電類型案例分析Use Case Analysis for Charging Types
  • 充電基礎建設需要預測:假設
  • 全球充電設備市場:收益預測
  • 北美充電設備市場:收益預測
  • 歐洲充電設備市場:收益預測
  • 中國充電設備市場:收益預測
  • 充電設備市場需求預測:按地區

案例研討

  • Siemens:受電弓式解決方案的建構
  • Bombardier:最早的電感式快速充電系統
  • SAIC (Anyo Charging):參與充電營運
  • Chanje:Charging-as-a-Service (CaaS)

成長機會與企業行動

結論與未來展望

附錄

目錄
Product Code: K447-18

Advancement of Ultra-fast Charging Technology, Interoperability Between Chargers and Network Expansion will be the Focus in Next Decade

Electrification in Commercial Vehicles (CV) will increase globally with the framing of strict emission regulations. The need for the charging infrastructure is growing with the electric CV sales, and the market for charging equipment manufacturers is expected to open up with huge opportunities. This study provides an overview of the key technology trends in the electric vehicle charging infrastructure market and also provides the demand forecast of charging stations and revenue forecast of the charging equipment market till 2030. Out of 4 charging types (plug-in charging, induction charging, pantograph charging, and battery swapping), plug-in charging is widely used, and hence, different types of plug-in charging are studied in brief. Frost & Sullivan's analysts predict that electric CV sales will reach 2.18 million units globally by 2030, creating a huge demand for electric vehicle charging equipment, whose revenue is expected to grow to $885 billion globally, by 2030. This research study covers plug-in Alternating Current (AC) and Direct Current (DC) charging systems used for electric CV application.

China will clearly dominate, driven mainly by aggressive incentive structures, both for electric vehicles and purchase and installation of charging equipment across highways. Europe and North America are expected to be the next largest markets after China.

DC fast charging technology will be the widely adopted technology for CVs. Up to 350 kW ultra-fast DC chargers are developed to charge medium and heavy duty trucks. The next wave of charging technology, with more than 1 MW capacity, is under development by OEMs and charging equipment manufacturers. China is leading the electrification wave, with the introduction of new GB/T charging standard with capacity up to 900 kW. Though high-capacity chargers are anticipated to be in place, the need for lower-power AC and DC charging units (up to 50 kW) will still exist in small quantities within cities; both fast and slow chargers will co-exist as the EV market expands. Charging associations like CHAdeMO and CHARIN are developing fast-charging technologies and standards to ensure interoperability of charging stations between various EV models.

With the development of charging technology and growth of the electric vehicle charging equipment market, expectations from fleets will increase in the long term, including reduced charging time, geographical coverage, parking feasibility, and competitive pricing. Automakers, charging equipment manufacturers, and charging point operators are likely to collaborate in the near-to-short term to offer value-added offerings. Value-chain integration and ecosystem expansion will be the next focus.

Along with technology advancements, intense competition is foreseen among equipment manufacturers to adopt technologies and gain market share. With increasing potential, government, oil and gas companies, utility companies, OEMs, and other value-chain participants will soon invest in expanding the charging infrastructure. The study also discusses about the revenue models and demand forecast of charging equipment units in detail.

Table of Contents

Executive Summary

  • Key Findings
  • Charging Stations-Demand Forecast by 2030
  • Global Electric Charging Equipment Market-Revenue Forecast
  • Global Electric CV VIO Forecast-Overview
  • Factors Driving EV Infrastructure
  • Technology Roadmap
  • Potential EV Charging Models
  • Charging Infrastructure Standard by Region
  • SWOT Analysis

Research Scope, Objectives, Background, and Methodology

  • Research Scope
  • Powertrain Technology Segmentation
  • Types of Charging Solutions
  • Definitions
  • Research Aims and Objectives
  • Key Questions this Study will Answer
  • Research Background
  • Research Methodology
  • Partial List of Industry Participants

Charger Types and Standards

  • Charger Socket Types
  • DC Charger Types and Standards
  • Charging Capacity Versus Time

Electric Commercial Vehicle Charging Technology

  • Schematic Representation of AC and DC Charging
  • CHAdeMO
  • CHAdeMO Chargers
  • China-CEC and CHAdeMO Collaboration on Ultra-fast Charging Standard
  • Charging Interface Initiative (CHARIN)
  • Pantograph Charging
  • Types of Pantograph Charging Solutions
  • Induction Charging
  • Battery Swapping
  • Battery Swapping Ecosystem
  • Future of Battery Chemistries

EV Charging Infrastructure-Incentives and Key Developments

  • Incentives in North America
  • Incentives in Europe
  • Incentives in China
  • North America-Charging Infrastructure Programs
  • Europe-Charging Stations per 60 km Motorway

EV Charging Infrastructure Ecosystem and Business Model

  • EV Charging Infrastructure-Value Chain Snapshot
  • Key Participants in the EV Charging Infrastructure Value Chain
  • Charging Ecosystem-Value Mapping
  • Charging Ecosystem-Value Mapping (continued)
  • Business Model Benchmarking of Key Operators

EV Charging Infrastructure Cost Analysis

  • Electric Charging Infrastructure Costs-Assumptions
  • Revenue Model by Time of Use
  • Revenue Model by Energy Used
  • Investments in Building Charging Infrastructure
  • Charging Infrastructure Revenue Model

Truck and Bus Market Electrification Forecast

  • Top 4 Market Trends Influencing the Adoption of Electric Vehicles
  • Political and Legislative Posture to Accelerate Electrification
  • TCO Comparison for Breakeven of Electrification
  • TCO Comparison for Urban Delivery Application
  • TCO Comparison for Long-haul Application
  • Market Scenario Analysis of Electric CV Sales
  • Global Electric CV VIO Forecast-Overview
  • Electric LDT VIO Forecast by Region and Powertrain Type
  • Electric MDT VIO Forecast by Region and Powertrain Type
  • Electric HDT VIO Forecast by Region and Powertrain Type
  • Electric Bus VIO Forecast by Region and Powertrain Type

Charging Equipment Market and Infrastructure Demand Forecast

  • Use Case Analysis for Charging Types
  • Electric Charging Infrastructure Demand Forecast-Assumptions
  • Electric Charging Infrastructure Demand Forecast-Assumptions (continued)
  • Global Electric Charging Equipment Market-Revenue Forecast
  • North America-Charging Station Demand Forecast
  • Europe-Charging Station Demand Forecast
  • China-Charging Station Demand Forecast
  • Charging Equipment Market Demand Forecast by Region

Case Studies

  • Siemens-Building Pantograph Solutions
  • Bombardier-First Inductive Fast Charging System
  • SAIC (Anyo Charging)-Engaged in Charging Operations
  • Chanje-Charging-as-a-Service (CaaS)

Growth Opportunities and Companies to Action

  • Growth Opportunity-EV Charging Infrastructure for Commercial Vehicles
  • Strategic Imperatives

Conclusions and Future Outlook

  • Key Conclusions and Future Outlook
  • Legal Disclaimer

Appendix

  • Market Engineering Methodology
  • Partial List of Abbreviations/Expansions Used
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)