歐洲和北美電動車充電基礎設施市場 - 第四版

EV Charging Infrastructure in Europe and North America - 4th Edition

出版日期: 2024年07月16日 | 出版商:

Berg Insight | 英文 225 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄圖表

歐洲營運的專用充電站總數預計將從 2023 年的 780 萬個增至 2028 年的 2,630 萬個，複合年增長率為 28%。在北美，營運中的專用充電站總數預計將從 2023 年的 340 萬個增加到 2028 年的 1,530 萬個，預計複合年增長率為 35%。這個數字包括私人、半公共和公共充電站。2023 年，這兩個地區大約有 340 萬個充電站透過蜂巢連接進行監控。

本報告對歐洲和北美的電動車充電基礎設施市場進行了調查和分析，包括對30家主要公司的訪談結果、電動車充電基礎設施的最新數據、價值鍊和主要用途的解釋以及市場趨勢和詳細資訊。

電動車充電
- 交流、直流
- 充電方式、等級
- 熱管理
- 電池容量、充電時間
連接器標準
- 1 型/SAE J1772
- North American Charging Standard（Tesla）/SAE J3400
- Type 2/IEC 62196
- Combined Charging System（CCS）
- CHAdeMO
- GB/T
連結、管理軟體
- 蜂窩物聯網閘道器、路由器、數據機
- 開放充電點協定 (OCPP)
- 充電站管理軟體
支付解決方案
- 行動支付、RFID標籤
- ISO 15118 - 即插即充
- 自動充電
- 支付終端

第三章充電站營運商

歐洲
- Allego
- Atlante
- Be Charge
- BP Pulse
- CEZ Group
- E.ON Group
- EnBW
- Eneco eMobility
- Enel X (Enel Group)
- Equans (Bouygues Group)
- ESB Group
- Fastned
- Freshmile
- Iberdrola Group
- InstaVolt
- Ionity
- Izivia (EDF)
- Jolt Energy
- Mer (Statkraft)
- Powerdot
- Recharge
- Shell Recharge Solutions
- TotalEnergies
- Vattenfall Group
北美
- Blink Charging
- Electrify America
- Electrify Canada
- EVgo
- Francis Energy
- Hydro-Quebec
- It's Electric
- Tesla
- Voltpost
- ZEF Energy

第4章硬體/軟體供應商

歐洲
- ABB
- ADS-TEC Energy
- Alfen
- Alpitronic
- Amina Charging
- AMPECO
- Charge Amps
- Chargecloud
- ChargeNode
- Circontrol
- Compleo Charging Solutions
- CTEK
- DBT Group
- Driivz
- E-Totem
- Easee
- Eaton
- Efacec
- Ekoenergetyka
- Elli
- EnerCharge
- eNovates
- EO Charging
- EVBox (Engie)
- Evtec
- Garo
- Gnrgy
- GreenFlux
- Heidelberg Amperfied (Heidelberg Druckmaschinen)
- I-charging
- IES Synergy
- Ingeteam
- Juice Technology
- KEBA
- Kempower
- Kostad
- L-Charge
- Landis+Gyr
- Last Mile Solutions
- Legrand
- Mennekes Group
- Ohme
- Pod Point (EDF)
- Rolec Services
- Schneider Electric
- Siemens
- Smartlab
- Teltonika
- Tritium
- Virta
- Wallbox
- Wirelane
- Zaptec
北美
- Ampure
- BorgWarner
- BTC Power (E.ON)
- ChargePoint
- Dcbel Energy
- Delta Electronics
- Elmec
- Enphase Energy
- EV Connect
- EvoCharge (Phillips & Temro)
- EVPassport
- Flo
- FreeWire Technologies
- InductEV
- SK Signet
其他硬體供應商

第五章市場分析與趨勢

市場分析
- 市場預測
- 區域市場分析
- 政府激勵和投資
價值鏈分析
- 電動車充電硬體供應商
- 軟體供應商、充電站營運商
- 汽車業的公司
- 併購
市場趨勢
- 儘管市場存在不確定性，電動車市場仍持續成長
- 連網充電站的商業案例不斷改進
- 併購促進電動車充電情勢穩定
- 首次公開募股允許獲得成長資本
- 歐洲公共充電和目的地充電需求快速成長
- 開放架構改變電動車充電價值鏈
- 模組化設計改進直流充電盒
- 汽車 OEM 提供品牌 eMSP 服務，以降低電動車採用的障礙
- 快速充電在城市地區也很流行
- 大型商用車充電成為新細分領域
- 利用城市現有電力設施的新電動車充電概念
首字母縮寫詞和縮寫詞列表

簡介目錄圖表

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 28 percent from 7.8 million in 2023 to 26.3 million by 2028. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 3.4 million in 2023 to reach 15.3 million in 2028, growing at a CAGR of 35 percent. These numbers include private, semi-public and public charging points. About 3.4 million of these charging points in the two regions were monitored via cellular connections in 2023. 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 34 charge point operators (CPOs).
Market forecasts lasting until 2028.

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 34 charge point operators (CPOs).
Market forecasts lasting until 2028.

List of Figures

Executive Summary

1. EV Charging in Europe and North America

1.1. The electric vehicle market
- 1.1.1. Vehicle types
- 1.1.2. The electric vehicle market in Europe
- 1.1.3. The electric vehicle market in North America
1.2. EV charging infrastructure in Europe
1.3. EV charging infrastructure in North America
1.4. Market players
- 1.4.1. Charge point operators (CPOs)
- 1.4.2. E-mobility service providers (eMSPs)
- 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. Heat management
- 2.1.4. Battery capacity and charging time
2.2. Connector Standards
- 2.2.1. Type 1/SAE J1772
- 2.2.2. North American Charging Standard (Tesla)/SAE J3400
- 2.2.3. Type 2/IEC 62196
- 2.2.4. Combined charging system (CCS)
- 2.2.5. CHAdeMO
- 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 - Plug & Charge
- 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. BP Pulse
- 3.1.5. CEZ Group
- 3.1.6. E.ON Group
- 3.1.7. EnBW
- 3.1.8. Eneco eMobility
- 3.1.9. Enel X (Enel Group)
- 3.1.10. Equans (Bouygues 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. Powerdot
- 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-Quebec
- 3.2.7. It's Electric
- 3.2.8. Tesla
- 3.2.9. Voltpost
- 3.2.10. ZEF Energy

4. Hardware and Software Providers

4.1. Europe
- 4.1.1. ABB
- 4.1.2. ADS-TEC Energy
- 4.1.3. Alfen
- 4.1.4. Alpitronic
- 4.1.5. Amina Charging
- 4.1.6. AMPECO
- 4.1.7. Charge Amps
- 4.1.8. Chargecloud
- 4.1.9. ChargeNode
- 4.1.10. Circontrol
- 4.1.11. Compleo Charging Solutions
- 4.1.12. CTEK
- 4.1.13. DBT Group
- 4.1.14. Driivz
- 4.1.15. E-Totem
- 4.1.16. Easee
- 4.1.17. Eaton
- 4.1.18. Efacec
- 4.1.19. Ekoenergetyka
- 4.1.20. Elli
- 4.1.21. EnerCharge
- 4.1.22. eNovates
- 4.1.23. EO Charging
- 4.1.24. EVBox (Engie)
- 4.1.25. Evtec
- 4.1.26. Garo
- 4.1.27. Gnrgy
- 4.1.28. GreenFlux
- 4.1.29. Heidelberg Amperfied (Heidelberg Druckmaschinen)
- 4.1.30. I-charging
- 4.1.31. IES Synergy
- 4.1.32. Ingeteam
- 4.1.33. Juice Technology
- 4.1.34. KEBA
- 4.1.35. Kempower
- 4.1.36. Kostad
- 4.1.37. L-Charge
- 4.1.38. Landis+Gyr
- 4.1.39. Last Mile Solutions
- 4.1.40. Legrand
- 4.1.41. Mennekes Group
- 4.1.42. Ohme
- 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. Wirelane
- 4.1.53. Zaptec
4.2. North America
- 4.2.1. Ampure
- 4.2.2. BorgWarner
- 4.2.3. BTC Power (E.ON)
- 4.2.4. ChargePoint
- 4.2.5. Dcbel Energy
- 4.2.6. Delta Electronics
- 4.2.7. Elmec
- 4.2.8. Enphase Energy
- 4.2.9. EV Connect
- 4.2.10. EvoCharge (Phillips & Temro)
- 4.2.11. EVPassport
- 4.2.12. Flo
- 4.2.13. FreeWire Technologies
- 4.2.14. InductEV
- 4.2.15. 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 branded eMSP services to lower barriers to EV adoption
- 5.3.9. Fast charging gains presence also in more urban locations
- 5.3.10. Heavy commercial vehicle charging emerges as a new segment
- 5.3.11. New EV charging concepts using existing electrical installations in cities
List of Acronyms and Abbreviations

簡介目錄圖表

List of Figures

Figure 1.1: EV fleet and new registrations (EU+EFTA+UK 2022/2023)
Figure 1.2: BEV fleet and new registrations (EU+EFTA+UK 2022/2023)
Figure 1.3: PHEV fleet and new registrations (EU+EFTA+UK 2022/2023)
Figure 1.4: EV fleet and new registrations (North America 2022/2023)
Figure 1.5: BEV fleet and new registrations (North America 2022/2023)
Figure 1.6: PHEV fleet and new registrations (North America 2022/2023)
Figure 1.7: Public AC charging points (EU+EFTA+UK 2023)
Figure 1.8: Public DC charging points (EU+EFTA+UK 2023)
Figure 1.9: BEVs per public AC and DC charging points (EU+EFTA+UK 2023)
Figure 1.10: AC and DC charging points (North America 2023)
Figure 1.11: Electric vehicles per normal and fast charging points (North America 2022)
Figure 2.1: Charging using alternating current and direct current
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 duration for a 90-kWh battery
Figure 2.6: Connector standards by geographical region
Figure 2.7: Approximate layout of the new MCS and ChaoJi connectors
Figure 2.8: Common features in cellular IoT gateways and routers
Figure 2.9: Examples of routers used in EV charging applications
Figure 2.10: Overview of a cluster configuration
Figure 2.11: Example of a dashboard for management of charging operations
Figure 2.12: Example of RFID card and tag
Figure 2.13: Examples of payment terminals for EV charging stations
Figure 3.1: An Allego fast charging location
Figure 3.2: Enel X Way'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' AC wallbox and Media charger
Figure 3.7: The Blink Series 9 DC charging station and EQ 200 AC wallbox
Figure 3.8: A Francis Energy charging station
Figure 3.9: Tesla's Supercharger
Figure 3.10: Tesla's Wall Connector
Figure 3.11: Voltpost charging station
Figure 4.1: The Terra AC wallbox and Terra 360 from ABB E-mobility
Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox
Figure 4.3: The Hypercharger HYC400
Figure 4.4: The Amina S wallbox from Amina Charging
Figure 4.5: The Raption Compact 160 charger
Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
Figure 4.7: The Driivz suite dashboard
Figure 4.8: The Easee Charge Max wallbox
Figure 4.9: The ECC400 and DCPillar450 from EnerCharge
Figure 4.10: Troniq Modular and BusinessLine Double from EVBox
Figure 4.11: Juice Booster 3 with connector and adapters
Figure 4.12: KeContact P40 and M20 from KEBA
Figure 4.13: Kempower Satellite and Station Charger
Figure 4.14: Unity22 and Unity360 from Kostad
Figure 4.15: The INCH Pro from Landis+Gyr EV solutions
Figure 4.16: Ecotap's Homebox and DC180 chargers
Figure 4.17: E-mobility Gateway and Amtron Compact from Mennekes
Figure 4.18: Siemens VersiCharge wallbox
Figure 4.19: Teltonika's TeltoCharge
Figure 4.20: The Tritium RT50
Figure 4.21: Quasar 2 from Wallbox
Figure 4.22: Next and TurboDX from Ampure
Figure 4.23: The Gen 4 All-in-One and Public Dispenser EV chargers
Figure 4.24: ChargePoint Home and Express
Figure 4.25: The Ara home energy station from Dcbel
Figure 4.26: Flo Home X6 and Flo Ultra
Figure 4.27: The FreeWire Boost Power Pro with integrated energy storage
Figure 4.28: Additional hardware suppliers
Figure 5.1: Installed base and shipments of charging points (Europe 2023-2028)
Figure 5.2: Connected charging points by technology (Europe 2023-2028)
Figure 5.3: Market value by segment (Europe 2023-2028)
Figure 5.4: Installed base and shipments in major European markets (2023-2028)
Figure 5.5: Installed base and shipments of charging points (North America 2023-2028)
Figure 5.6: Connected charging points by technology (North America 2023-2028)
Figure 5.7: Market value by segment (North America 2023-2028)
Figure 5.8: Policies active in major electric vehicle countries in Europe (Q2-2024)
Figure 5.9: Installed base of charging points by vendor (Europe Q2-2024)
Figure 5.10: Installed base of DC charging stations by vendor (Europe Q2-2024)
Figure 5.11: Installed base of charging points by vendor (North America Q2-2024)
Figure 4.1: The Terra AC wallbox and Terra 360 from ABB E-mobility
Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox
Figure 4.3: The Hypercharger HYC400
Figure 4.4: The Amina S wallbox from Amina Charging
Figure 4.5: The Raption Compact 160 charger
Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
Figure 4.7: The Driivz suite dashboard
Figure 4.8: The Easee Charge Max wallbox
Figure 4.9: The ECC400 and DCPillar450 from EnerCharge
Figure 4.10: Troniq Modular and BusinessLine Double from EVBox
Figure 4.11: Juice Booster 3 with connector and adapters
Figure 4.12: KeContact P40 and M20 from KEBA
Figure 4.13: Kempower Satellite and Station Charger
Figure 4.14: Unity22 and Unity360 from Kostad
Figure 4.15: The INCH Pro from Landis+Gyr EV solutions
Figure 4.16: Ecotap's Homebox and DC180 chargers
Figure 4.17: E-mobility Gateway and Amtron Compact from Mennekes
Figure 4.18: Siemens VersiCharge wallbox
Figure 4.19: Teltonika's TeltoCharge
Figure 4.20: The Tritium RT50
Figure 4.21: Quasar 2 from Wallbox
Figure 4.22: Next and TurboDX from Ampure
Figure 4.23: The Gen 4 All-in-One and Public Dispenser EV chargers
Figure 4.24: ChargePoint Home and Express
Figure 4.25: The Ara home energy station from Dcbel
Figure 4.26: Flo Home X6 and Flo Ultra
Figure 4.27: The FreeWire Boost Power Pro with integrated energy storage
Figure 4.28: Additional hardware suppliers
Figure 5.1: Installed base and shipments of charging points (Europe 2023-2028)
Figure 5.2: Connected charging points by technology (Europe 2023-2028)
Figure 5.3: Market value by segment (Europe 2023-2028)
Figure 5.4: Installed base and shipments in major European markets (2023-2028)
Figure 5.5: Installed base and shipments of charging points (North America 2023-2028)
Figure 5.6: Connected charging points by technology (North America 2023-2028)
Figure 5.7: Market value by segment (North America 2023-2028)
Figure 5.8: Policies active in major electric vehicle countries in Europe (Q2-2024)
Figure 5.9: Installed base of charging points by vendor (Europe Q2-2024)
Figure 5.10: Installed base of DC charging stations by vendor (Europe Q2-2024)
Figure 5.11: Installed base of charging points by vendor (North America Q2-2024)
Figure 5.12: Installed base of DC charging stations by vendor (North America Q2-2024)
Figure 5.13: Connected charging points by software vendor (Europe Q2-2024)
Figure 5.14: Connected charging points by software vendor (North America Q2-2024)
Figure 5.15: Public charging networks (North America Q2-2024)
Figure 5.16: Public DC charging networks (North America Q2-2024)
Figure 5.17: M&As among companies active in EV charging (2017-2024)
Figure 5.18: lPOs and listings via SPAC mergers (2014-2024)