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市場調查報告書

電動汽車用充電基礎設施(2020-2030年)

Charging Infrastructure for Electric Vehicles 2020-2030

出版商 IDTechEx Ltd. 商品編碼 930805
出版日期 內容資訊 英文 243 Slides
商品交期: 最快1-2個工作天內
價格
電動汽車用充電基礎設施(2020-2030年) Charging Infrastructure for Electric Vehicles 2020-2030
出版日期: 2020年03月27日內容資訊: 英文 243 Slides
簡介

電動汽車用充電基礎建設市場,預測到2030年之前,市場規模會達到一年400億美元。全球充電式電動汽車 (EV) 輛數 (包含小型商用車),在2019年底達到了750萬輛。雖然充電式EV現在只佔了全球販售輛數的約2%,但由於全球政府已表明禁止ICE,EV技術與市場也已成熟,因此未來10年將領導道路運輸。EV廠商為了減輕EV駕駛人對於續航距離的不安,正在改善車輛的續航距離。然而,僅靠更大的電池與更長的續航距離,無法完全消除客戶對續航距離的不安。充電的可用性與便利性,也是向EV持有人保證優質駕駛體驗的重要因素之一。因此,為了促進充電式EV的普及與充電式EV產業的永續開發,引進充電基礎建設是不可或缺的。

本報告調查了電動汽車 (EV) 用充電基礎建設,並提供包含EV充電技術與規格、地區別發展EV充電與充電基礎建設 (私人及公共) 等EV充電基礎建設的現今市場情勢、導電性充電、無線充電、電池替換等替代解決方案的各種充電基礎建設詳細分析、主要企業檔案與今後市場預測等。

第1章 執行摘要、結論

第2章 簡介

第3章 EV充電的技術、規格

  • EV充電機制的基本
  • 各等級的EV充電
  • EV充電需要花費多少時間?
  • EV充電基礎建設規格概要
  • EV充電基礎建設規格化團體
  • EV充電基礎建設規格:ISO / IEC
  • EV充電基礎建設規格:SAE
  • DC充電規格:CCS
  • DC充電規格:CHAdeMO
  • 中國的EV充電基礎建設標準:GB
  • EV充電插頭的種類
  • EV充電插頭:類型別
  • EV充電基準概要:地區別
  • EV充電系統比較:地區別
  • 主要地區的充電等級、規格概要
  • EV充電用通訊系統
  • 通訊介面
  • 通訊協定、規格

第4章 EV充電基礎建設、主要技術

  • EV充電基礎建設概要
  • 導電性充電
  • 無線充電
  • 電池交換
  • EV車輛的充電基礎建設
  • EV充電用的電動道路系統

第5章 主要企業

  • ChargePoint
  • Tritium
  • Electrify America
  • EVgo
  • Wallbox
  • Efacec Electric Mobility
  • NewMotion
  • BP ChargeMaster
  • Pod Point
  • DBT-CEV
  • Green Motion
  • TELD
  • StarCharge
  • Tesla Supercharger network
  • Tesla Destination Charging network

第6章 EV充電的價值鏈與商業模式

  • EV充電價值鏈的登場
  • EV充電價值鏈
  • EV充電價值鏈的主要企業
  • EV充電價值鏈
  • 充電網路營運商的商業模式
  • 新服務適用的新商業模式:V2X
  • 日產的能源分享:Vehicle to Home (V2H) / Vehicle to Building (V2B)
  • 日產的V2H倡議
  • V2G:Nuvve
  • V2G 系統結構
  • Nuvve將目標擺在適用V2G的電動校車
  • V2G:OVO Energy
  • 使OVO Energy 、V2G與回收再生電池 (EV電池的重新利用) 進化
  • V2G會加速電池劣化嗎?
  • V2G可能延長EV電池壽命

第7章 市場預測

  • 調查方法的說明
  • 全球的充電EV輛數預測
  • 市場預測:EV充電基礎建設總計 (數量基礎):部門別
  • 市場預測:新建EV充電基礎建設/每年 (數量基礎):部門別
  • 市場預測:已設置、新建EV充電基礎建設/每年 (數量基礎):部門別
  • 市場預測:新建充電基礎建設/每年:電力類型別
  • 市場預測:EV充電基礎建設的市場規模 (金額基礎)
  • EV充電基礎建設的市場規模 (金額基礎):概要
  • 電動汽車的充電基礎建設:地區別
  • 電動汽車的私人、公共充電
  • 已設置的電動汽車用的私人、公共充電器總計:地區別
  • 市場預測:已設置的電動汽車用的私人、公共充電器總計概要 (數量基礎):地區別
  • 電動汽車用新建私人充電器/每年:地區別
  • 電動汽車用新建公共充電器/每年:地區別
  • 新建私人、公共充電器概要/每年 (數量基礎):地區別
目錄

"The market for electric vehicle charging infrastructure will be worth $40 billion per year by 2030."

Global plug-in electric vehicle (EV) population reached 7.5 million units (including light commercial vehicles) by the end of 2019. Although plug-in EV is only around 2% of global sales today, they are positioned to take the lead of road transportation in the coming decade, as governments around the world announce bans on ICEs as well as the EV technologies and market mature. EV manufacturers have been improving the range of their vehicles to help alleviate range anxiety for EV drivers. However, larger batteries and longer range alone are not going to address the range anxiety for customers. The availability and convenience of charging is also one of the key factors to ensure a good driving experience for EV owners. Therefore, the deployment of charging infrastructure is essential to facilitate the uptake of plug-in EVs and the sustainable development of the plug-in EV industry.

According to IDTechEx's research on electric vehicles, by 2030 there will be over 100 million plug-in EVs on road globally including passenger cars, buses, trucks and vans which are the most relevant sectors to consider for EV charging infrastructure. Among them electric passenger cars represent the largest plug-in EV sector in volume while electric fleets such as buses, trucks and vans are expected to grow rapidly in the coming decade which will drive up demand for charging infrastructure significantly.

This report provides an overview of the state of EV charging infrastructure deployments by key regions including China, Europe and the USA. The penetration rate of both private and public charging infrastructure in each region and the market share of key players are presented. In this report, we cover a comprehensive analysis of major charging infrastructure including conductive charging, wireless charging and alternative solutions such as battery swapping. Under the various charging infrastructure we offer a detailed analysis of key EV charging technologies such as fast charging, inductive and capacitive charging, robotic and autonomous charging, off-grid charging, mobile charging and vehicle-to-home/grid (V2H/V2G).

According to IDTechEx forecast, by 2030 global EV charging infrastructure market will be worth $40 billion per year, which could provide huge value opportunities for companies along the EV charging value chain. In this report, we provide an in-depth analysis of the EV charging value chain. The key market players in the EV charging industry with their technologies and developments will be presented and discussed. We found that as the industry evolves, players move along the value chain and contribute to further complexifying and densifying it. Currently, the business cases for home or workplace level 2 chargers are straightforward, given low up-front capital and operating expenses. Making the business case work for public fast charging stations is more difficult due to the higher up-front capital, higher operating costs, and currently low utilization. However, big oil companies such as Shell and BP have been proactive in securing their shares of the market and big utilities companies are integrating EV charging as part of their business. In this report, we will provide an overview of the business models of charging network providers. Emerging business models such as smart charging and V2H/V2G will also be addressed.

We also provide a ten-year market forecast, in both unit numbers and revenues, on EV charging infrastructure. Granular market forecasts are presented by region (China, Europe, the USA and RoW), sector (passenger cars and fleet EVs), applications (private and public) and power level (AC and DC). According to our forecast, the global EV charging infrastructure market value will grow at 24% CAGR in the forecast period and reach $40 billion per year by 2030.

Electric vehicle fleets such as buses and trucks require very different charging infrastructure from the existing infrastructure built for passenger cars. The rising population of electric vehicle fleets represent huge opportunities for developing dedicated charging infrastructure for electric buses and trucks. In this report, we have a section that specifically addresses charging infrastructure and technologies for electric fleet vehicles. It is worth noting that although electric fleet charging represents less than 5% of the total charging infrastructure in volume, it constitutes over 30% of the total market value of the charging industry.

Looking into the future, shared autonomous mobility is expected to eventually dominate the passenger-miles in the urban environment. And there's no one to plug in those robo-taxis. Mobility service companies are going to need broadly deployed automatic charging so the autonomous vehicles can extend their range without extra labour costs. When there's downtime between rides, the cars will pull over to a automatic charging spot, top up, and then continue to provide rides. This is going to change the demands of charging infrastructure in the future. In this report, we will also cover future charging trends and solutions such as robotic charging, wireless charging as well as electric road systems.

Key issues addressed/takeaways from this report:

  • Current market landscape of EV charging infrastructure: EV charging deployments by region, charging infrastructure (private and public) penetration rate by region and market share of key players;
  • Comprehensive overview of various charging technologies and standards globally
  • Detailed analysis of various charging infrastructure including conductive charging, wireless charging as well as alternative solutions such as battery swapping;
  • Key EV charging technologies including fast charging, inductive and capacitive charging, mobile charging, robotic and autonomous charging, battery swapping as well as dedicated charging for fleet EVs; evaluations on the key charging technologies are provided;
  • Analysis of the EV charging value chain and business models key market players;
  • Detailed ten-year market forecast on EV charging infrastructure in both unit numbers and market value (revenues); granular market forecasts are provided by major regions, sectors (passenger cars and fleet EVs), applications (private and public) and power levels (AC and DC).

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TABLE OF CONTENTS

1. EXECUTIVE SUMMARY AND CONCLUSIONS

  • 1.1. Plug-in EVs and the demand for charging infrastructure
  • 1.2. Global charging infrastructure today
  • 1.3. Global plug-in EV population forecast 2020-2030
  • 1.4. EV charging infrastructure demand as function of plug-in EV penetration
  • 1.5. How many public chargers are sufficient for plug-in EVs?
  • 1.6. EV charging at different levels
  • 1.7. Different types of EV charging infrastructure
  • 1.8. Evaluation of the different charging infrastructure
  • 1.9. The roadmap of EV range and charging power
  • 1.10. The trend towards DC fast charging
  • 1.11. The EV charging value chain
  • 1.12. Key market players along the EV charging value chain
  • 1.13. Business models of charging network operators
  • 1.14. Market share of public charging infrastructure by network operator: China
  • 1.15. Market share of public charging infrastructure by network operator: Europe
  • 1.16. Market share of public charging infrastructure by network operator: USA
  • 1.17. Market share of DC fast charging by network operator: USA
  • 1.18. Market forecast: total installed EV charging infrastructure by sector 2020-2030 (volume)
  • 1.19. Market forecast: annually new EV charging infrastructure by sector 2020-2030 (volume)
  • 1.20. Market forecast :total installed and annually new EV charging infrastructure by sector (volume) - summary
  • 1.21. Market forecast: annually new charging infrastructure by power type 2020-2030 (volume)
  • 1.22. Market value of EV charging infrastructure 2020-2030 ($ billion)
  • 1.23. Market value of EV charging infrastructure 2020-2030 ($ billion) - summary
  • 1.24. Market forecast: charging infrastructure for electric cars 2020-2030 - by region (volume)
  • 1.25. Market forecast: private and public charging for electric cars 2020-2030 (volume)
  • 1.26. Market forecast: total installed private and public chargers for electric cars by region 2020-2030 (volume)
  • 1.27. Market forecast: total installed private and public chargers by region 2020-2030 (volume) - summary
  • 1.28. Market forecast: annually new private chargers for electric cars by region 2020-2030 (volume)
  • 1.29. Market forecast: annually new public chargers for electric cars by region 2020-2030 (volume)
  • 1.30. Annually new private and public chargers by region 2020-2030 (volume) - summary

2. INTRODUCTION

  • 2.1. Electric car market penetration on the rise
  • 2.2. Global charging infrastructure today
  • 2.3. Global plug-in electric car market forecast
  • 2.4. Global plug-in EV population forecast 2020-2030
  • 2.5. Plug-in EV and the demand for charging infrastructure
  • 2.6. EV charging infrastructure demand as function of plug-in EV penetration
  • 2.7. Private versus public charging
  • 2.8. The status of public charging in China
  • 2.9. The status of public charging in Europe
  • 2.10. Public charging deployment in Europe by country
  • 2.11. The status of public charging in United States
  • 2.12. How many public chargers are sufficient for plug-in EVs?
  • 2.13. Private and public charging penetration in China
  • 2.14. Private and public charging penetration in Europe
  • 2.15. Private and public charging penetration in USA
  • 2.16. The trend towards DC fast charging
  • 2.17. The rising demand for fleet charging
  • 2.18. Fleet vehicles requires much higher charging power
  • 2.19. The EV charging value chain
  • 2.20. Key market players along the EV charging value chain
  • 2.21. Public chargers by network operator
  • 2.22. Market share of public charging infrastructure by network operator: China
  • 2.23. Market share of public charging infrastructure by network operator: Europe
  • 2.24. Market share of public charging infrastructure by network operator: USA
  • 2.25. Market share of DC fast charging by network operator: USA

3. EV CHARGING TECHNOLOGIES AND STANDARDS

  • 3.1. Basics of EV charging mechanisms
  • 3.2. EV charging at different levels
  • 3.3. How long does it take to charge an EV?
  • 3.4. Overview of EV charging infrastructure standards
  • 3.5. EV charging infrastructure standard organizations
  • 3.6. EV charging infrastructure standards: ISO/IEC
  • 3.7. EV charging infrastructure standards: SAE
  • 3.8. DC charging standard: CCS
  • 3.9. DC charging standard: CHAdeMO
  • 3.10. EV charging infrastructure standard in China: GB
  • 3.11. Types of EV charging plugs
  • 3.12. EV charging plugs by type
  • 3.13. Overview of EV charging standards by region
  • 3.14. EV charging systems comparison
  • 3.15. Summary of charging levels and standards in the main regions
  • 3.16. Communication systems for EV charging
  • 3.17. Communication interfaces
  • 3.18. Communication interfaces
  • 3.19. Communication protocols and standards

4. EV CHARGING INFRASTRUCTURE AND KEY TECHNOLOGIES

  • 4.1. Overview of EV Charging Infrastructure
    • 4.1.1. EV charging infrastructure: technology overview
    • 4.1.2. Different types of EV charging infrastructure
    • 4.1.3. Architecture of EV charging infrastructure
    • 4.1.4. EV charging technologies by application
  • 4.2. Conductive Charging
    • 4.2.1. Conductive charging technologies by application
    • 4.2.2. AC charging versus DC charging
    • 4.2.3. Conductive charging at Level 1
    • 4.2.4. Conductive charging at Level 2
    • 4.2.5. Conductive charging at Level 3
    • 4.2.6. Residential charging
    • 4.2.7. Workplace charging - an essential complement to residential charging
    • 4.2.8. How workplace charging can help alleviate grid pressure
    • 4.2.9. The roadmap of EV range and charging power
    • 4.2.10. The trend towards DC fast charging
    • 4.2.11. CHAdeMo is preparing for 900 kW high power charging
    • 4.2.12. Challenges for high power charging
    • 4.2.13. Impacts of fast charging on battery lifespan
    • 4.2.14. Efforts to improve fast charging performance
    • 4.2.15. Intelligent battery management to enable fast charging
    • 4.2.16. Cable cooling to achieve high power charging
    • 4.2.17. Leoni's liquid cooled cables for fast charging
    • 4.2.18. Tesla adopts liquid-cooled cable for its supercharger
    • 4.2.19. Liquid-cooled connector for ultra fast charging
    • 4.2.20. ITT Cannon's liquid-cooled high power charging solution
    • 4.2.21. Continental turns electric powertrain into 'universal charger'
    • 4.2.22. Summary: DC charging standards and power levels
    • 4.2.23. Off-grid EV charging
    • 4.2.24. Electrify America deploying solar-powered EV charging
    • 4.2.25. Off-grid charging without batteries
    • 4.2.26. A single converter for solar-powered charging
    • 4.2.27. AFC Energy presenting hydrogen-powered EV charging
    • 4.2.28. Mobile charging - a new business model for EV charging
    • 4.2.29. Mobi - FreeWire's mobile charger
    • 4.2.30. Modular mobile charger by SparkCharge
    • 4.2.31. EV Charge Mobile for Level 2 and DC charging
    • 4.2.32. VW's mobile charging robots
    • 4.2.33. Power Mobile charging service by NIOPower
    • 4.2.34. Tesla's Megapack-powered mobile Superchargers
    • 4.2.35. Chargery's mobile charger on bicycle
    • 4.2.36. Autonomous vehicles and charging
    • 4.2.37. Autonomous vehicles and charging
    • 4.2.38. How will autonomous EVs refuel?
    • 4.2.39. Autonomous charging: conductive robotic charging
    • 4.2.40. Electrify America to deploy robotic chargers
    • 4.2.41. Volkswagen's visionary charging robots
  • 4.3. Wireless Charging
    • 4.3.1. An overview of wireless charging
    • 4.3.2. SAE J2954 wireless EV charging standard
    • 4.3.3. Inductive charging
    • 4.3.4. Magnetic resonance: wireless charging for EVs
    • 4.3.5. Inductive charging of EVs: parked
    • 4.3.6. Inductive charging of EVs: on road
    • 4.3.7. WiTricity goes all-in on wireless charging for EVs
    • 4.3.8. WiTricity's park-and-charge wireless charging solution
    • 4.3.9. Plugless is selling wireless chargers for EVs
    • 4.3.10. Qualcomm's Halo wireless EV charging platform
    • 4.3.11. Dynamic EV charging demonstrated by Qualcomm
    • 4.3.12. WiTricity acquires Qualcomm's wireless charging unit
    • 4.3.13. BMW 530e pilots wireless charging
    • 4.3.14. Capacitive charging
    • 4.3.15. Capacitive charging: principle
    • 4.3.16. Capacitive charging: current projects
  • 4.4. Battery Swapping
    • 4.4.1. An overview of battery swapping
    • 4.4.2. The case of Better Place
    • 4.4.3. Battery swapping: Tesla
    • 4.4.4. Battery swapping development in China
    • 4.4.5. Battery swapping: NIO
    • 4.4.6. Battery swapping: BAIC
    • 4.4.7. Battery swapping: Gogoro network
  • 4.5. Charging infrastructure for EV fleets
    • 4.5.1. The rising population of electric vehicle fleets
    • 4.5.2. Charging infrastructure for electric buses
    • 4.5.3. Charging electric buses: depot versus opportunity charging
    • 4.5.4. Heliox: public transport and heavy-duty vehicle charging
    • 4.5.5. Heliox's 13 MW charging network for electric buses
    • 4.5.6. SprintCharge: battery-buffered opportunity charging for electric buses
    • 4.5.7. ABB's smart depot charging solution for large fleets
    • 4.5.8. ABB: opportunity charging for electric buses
    • 4.5.9. ABB's 600kW TOSA flash-charging for e-buses
    • 4.5.10. Siemens: electric bus charging infrastructure
    • 4.5.11. Daimler Truck opened charging park for commercial EVs
    • 4.5.12. Fleet vehicles requires much higher charging power
    • 4.5.13. The emergence of 'Mega chargers'
    • 4.5.14. CharIN is working on charging standard for commercial electric vehicles
    • 4.5.15. Momentum Dynamics: high-power wireless charging for EV fleets
    • 4.5.16. Case study: wireless charging for public transit
  • 4.6. Electric road systems for EV charging
    • 4.6.1. Types of electric road systems
    • 4.6.2. Electric road systems: conductive versus inductive
    • 4.6.3. Electric road systems: Korea
    • 4.6.4. Electric road systems: Sweden
    • 4.6.5. Germany tests its first electric highway for trucks
    • 4.6.6. Electric road systems: market and challenges

5. KEY MARKET PLAYERS

  • 5.1. ChargePoint
  • 5.2. ChargePoint product series
  • 5.3. ChargePoint as a Service
  • 5.4. Tritium - the DC charging solution provider
  • 5.5. Tritium Veefil - the DC fast charger specifications
  • 5.6. Tritium is rolling out its DC high-power chargers
  • 5.7. IONITY's high-power charging network across Europe
  • 5.8. Electrify America
  • 5.9. Electrify America is extending its charging network
  • 5.10. Electrify America deploying solar-powered EV charging
  • 5.11. Electrify America to deploy robotic chargers
  • 5.12. EVgo
  • 5.13. Wallbox
  • 5.14. Wallbox's bi-directional residential EV charger
  • 5.15. EVbox
  • 5.16. Efacec Electric Mobility: full-range EV charging solutions
  • 5.17. Efacec's private and public charging solution
  • 5.18. Efacec's fast charging solution
  • 5.19. Efacec's wireless charging solution
  • 5.20. Webasto
  • 5.21. NewMotion
  • 5.22. BP ChargeMaster
  • 5.23. Pod Point
  • 5.24. DBT-CEV
  • 5.25. Green Motion
  • 5.26. Integrating EV charger in home energy storage
  • 5.27. Green Motion's urban air mobility charging
  • 5.28. TELD
  • 5.29. StarCharge
  • 5.30. Tesla Supercharger network
  • 5.31. Tesla Destination Charging network

6. VALUE CHAIN AND BUSINESS MODELS FOR EV CHARGING

  • 6.1. The emergence of EV charging value chain
  • 6.2. The EV charging value chain
  • 6.3. Key market players along the EV charging value chain
  • 6.4. The EV charging value chain
  • 6.5. Business models of charging network operators
  • 6.6. Emerging business models for new services: V2X
  • 6.7. Nissan energy share: vehicle to home/building
  • 6.8. V2H initiative by Nissan
  • 6.9. V2G: Nuvve
  • 6.10. The V2G architecture
  • 6.11. Nuvve targets on electric school buses for V2G
  • 6.12. V2G: OVO Energy
  • 6.13. OVO Energy to advance V2G and second-life batteries
  • 6.14. V2G accelerates battery degradation?
  • 6.15. V2G can extend the longevity of the EV battery

7. MARKET FORECASTS

  • 7.1. Methodology explained
  • 7.2. Global plug-in EV population forecast 2020-2030
  • 7.3. Market forecast: total installed EV charging infrastructure by sector 2020-2030 (volume)
  • 7.4. Market forecast: annually new EV charging infrastructure by sector 2020-2030 (volume)
  • 7.5. Market forecast: total installed and annually new EV charging infrastructure by sector (volume) - summary
  • 7.6. Market forecast: annually new charging infrastructure by power type
  • 7.7. Market forecast: market value of EV charging infrastructure 2020-2030 ($ billion)
  • 7.8. Market value of EV charging infrastructure 2020-2030 ($billion) - summary
  • 7.9. Charing infrastructure for electric cars - by region
  • 7.10. Private and public charging for electric cars
  • 7.11. Total installed private and public chargers for electric cars by region
  • 7.12. Market forecast: total installed private and public chargers by region 2020-2030 (volume) - summary
  • 7.13. Annually new private chargers for electric cars by region
  • 7.14. Annually new public chargers for electric cars by region
  • 7.15. Annually new private and public chargers by region 2020-2030 (volume) - summary