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歐洲和北美的大型商用車充電基礎設施，第2版
市場調查報告書
商品編碼
1649582

歐洲和北美的大型商用車充電基礎設施，第2版

Charging Infrastructure for Heavy Commercial Vehicles in Europe and North America, 2nd Edition
出版日期: | 出版商: Berg Insight | 英文 240 Pages | 商品交期: 最快1-2個工作天內

價格

預計歐洲營運的專用充電站總數將從 2023 年的 14,000 個成長到 2031 年的 345,000 個，複合年增長率為 49%。在北美，投入營運的專用充電站總數預計將從 2023 年的 9,000 個成長到 2031 年的 196,000 個，複合年增長率為 47%。該數字包括公共和非公共充電點。充電站預計將透過 Wi-Fi 和 4G/5G 蜂窩等技術實現全面連接，實現智慧充電管理。

本報告深入分析了歐洲和北美重型商用車充電基礎設施市場，包括 30 家關鍵公司的訪談、市場趨勢和發展分析、公司簡介以及到 2031 年的市場預測。

目錄

圖表的清單

摘要整理

第1章 與歐洲北美商用車充電

  • 用戶市場區隔
    • 大型商用車
    • 巴士
    • 施工機械
    • 使用案例
  • 電動商用車系列
  • 歐洲電動商用車充電基礎設施
  • 北美電動商用車充電基礎設施
  • 電動商用車市場
    • 車輛類型
    • 歐洲的電力商用車市場
    • 北美的電力商用車市場
  • 充電策略
    • 貨物中轉站充電
    • 目的地收費
    • 機遇充電
  • 市場參與企業
    • 充電點業者(CPO)
    • 大型商用車OEM
    • 硬體設備·軟體供應商

第2章 充電技術和規格

  • 電動車的充電
    • AC和DC
    • 溫度控管
  • 電池容量和充電時間
  • 連接器規格
    • Type 1
    • Type 2
    • Combined Charging System(CCS)
    • Megawatt Charging System(MCS)
    • North American Charging Standard(Tesla)
    • CHAdeMO
    • GB/T
    • 縮放儀充電
    • 架空線充電
    • 無線充電
  • 連接性，管理軟體
    • 蜂巢式IoT閘道器，路由器，數據機
    • Open Charge Point Protocol(OCPP)
    • 充電站管理軟體
  • 付款解決方案
    • 手機付款，RFID標籤
    • ISO 15118
    • Autocharge
    • 付款終端

第3章 汽車廠商

  • BYD
  • Daimler Truck
    • Detroit Diesel
    • Freightliner
    • Thomas Built Buses
    • Rizon
    • Mercedes-Benz Trucks
  • Einride
  • Farizon Auto (Geely)
  • Iveco Group
  • Lion Electric
  • Nikola Corporation
  • PACCAR
    • Peterbilt
    • Kenworth
    • DAF
  • Quantron
  • Tesla
  • TRATON
    • TRATON Charging Solutions
    • Scania
    • MAN Truck & Bus
    • International Motors
  • Volta Trucks
  • Volvo Group
    • Volvo Trucks
    • Mack Trucks
    • Renault Trucks
    • Volvo Buses，Nova Bus
  • Windrose
  • Xos Trucks
  • 新加入企業

第4章 充電點業者

  • 歐洲
    • BP Pulse
    • Circle K
    • E.ON
    • EnBW
    • Enel X
    • Engie Vianeo
    • Fastned
    • GOFAST
    • Iberdrola
    • Ionity
    • Kople
    • Milence
    • Nimbnet
    • Rifil
    • Shell Recharge Solutions
    • Uno-X Mobility
    • Vattenfall
  • 北美
    • Blink Charging
    • ChargePoint
    • Electrify America
    • EVgo
    • Forum Mobility
    • Greenlane
    • Hydro-Quebec
    • Terawatt Infrastructure
    • WattEV
  • 附加的CPO

第5章 硬體設備·軟體供應商

  • 歐洲
    • ABB E-mobility
    • ADS-TEC Energy
    • Alpitronic (Hypercharger)
    • AMPECO
    • Charge-V
    • Circontrol
    • Driivz
    • E-Totem
    • Efacec
    • Ekoenergetyka
    • EnerCharge (KEBA)
    • Enersense
    • Euroloop
    • EVBox
    • Evtec
    • GreenFlux
    • i-charging
    • IES Synergy
    • Ingeteam
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Legrand
    • Optimile
    • Power Electronics
    • RetailSonar
    • Siemens
    • Tritium
    • Twaice
    • Virta
  • 北美
    • BorgWarner
    • BTC POWER (E.ON)
    • Camber
    • Delta Electronics
    • Detroit Diesel Corporation (Daimler Truck)
    • EV Connect
    • EverCharge
    • EvGateway
    • FreeWire Technologies
    • Geotab
    • InCharge Energy
    • Noodoe
    • SK Signet
    • Tellus Power Green
  • 附加的硬體設備軟體供應商

第6章 初期的使用案例

  • DFDS 與沃爾沃卡車合作，為 AB 系列提供電氣化
  • 特斯拉向百事可樂交付 50 輛特斯拉 Semi
  • MTA 將實現紐約市公車服務電氣化
  • Boliden 在礦井部署地下電動卡車
  • ARC 在哥本哈根營運斯堪尼亞電動垃圾車
  • 施耐德將向車隊增加近 100 輛 Freightliner eCascadia 電動車
  • DSV 訂購 300 輛沃爾沃電動卡車

第7章 市場分析與趨勢

  • 市場分析
    • 市場預測
    • 地區市場分析
    • 歐洲的政府獎勵與投資
    • 北美的政府獎勵與投資
  • 價值鏈分析
    • DC充電硬體設備供應商
    • 軟體供應商，充電點業者
    • 商用車OEM
    • 合併和收購
  • 市場促進因素與阻礙
    • 促進因素
    • 障礙
  • 市場趨勢
    • 公共旅遊和目的地充電需求正在快速成長
    • 電動商用車市場持續快速成長
    • 開放式架構改變電動車充電價值鏈
    • 模組化設計改善了直流充電的情況
    • 電動卡車運輸即服務 (TaaS) 是一種頗具吸引力的模式
    • 電池緩衝充電可以解決電網連接問題
    • 新市場進入者加強了電動車充電價值鏈
  • 縮寫和簡稱的清單

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 49 percent from 14,000 in 2023 to 345,000 by 2031. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 9,000 in 2023 to reach 196,000 in 2031, growing at a CAGR of 47 percent. These numbers include both public and non-public charging points. Charging stations are expected to be fully connected through technologies like Wi-Fi and 4G/5G cellular, allowing for smart charging management. 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 heavy commercial vehicle 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 45 companies offering EV charging hardware and software.
  • Profiles of 26 charge point operators (CPOs).
  • Profiles of 26 electric heavy commercial vehicle OEMs.
  • Market forecasts lasting until 2031.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Commercial Vehicle Charging in Europe and North America

  • 1.1. User segments
    • 1.1.1. Heavy commercial vehicles
    • 1.1.2. Buses
    • 1.1.3. Construction equipment
    • 1.1.4. Use cases
  • 1.2. Electric commercial vehicle range
  • 1.3. Electric commercial vehicle charging infrastructure in Europe
  • 1.4. Electric commercial vehicle charging infrastructure in North America
  • 1.5. The electric commercial vehicle market
    • 1.5.1. Vehicle types
    • 1.5.2. The electric commercial vehicle market in Europe
    • 1.5.3. The electric commercial vehicle market in North America
  • 1.6. Charging strategies
    • 1.6.1. Depot charging
    • 1.6.2. Destination charging
    • 1.6.3. Opportunity charging
  • 1.7. Market players
    • 1.7.1. Charge point operators (CPOs)
    • 1.7.2. Heavy commercial vehicle OEMs
    • 1.7.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Heat management
  • 2.2. Battery capacity and charging time
  • 2.3. Connector standards
    • 2.3.1. Type 1
    • 2.3.2. Type 2
    • 2.3.3. Combined Charging System (CCS)
    • 2.3.4. Megawatt Charging System (MCS)
    • 2.3.5. North American Charging Standard (Tesla)
    • 2.3.6. CHAdeMO
    • 2.3.7. GB/T
    • 2.3.8. Pantograph charging
    • 2.3.9. Overhead catenary charging
    • 2.3.10. Wireless charging
  • 2.4. Connectivity and management software
    • 2.4.1. Cellular IoT gateways, routers and modems
    • 2.4.2. The Open Charge Point Protocol (OCPP)
    • 2.4.3. Charging station management software
  • 2.5. Payment solutions
    • 2.5.1. Mobile payments and RFID tags
    • 2.5.2. ISO 15118
    • 2.5.3. Autocharge
    • 2.5.4. Payment terminals

3. Vehicle Manufacturers

  • 3.1. BYD
  • 3.2. Daimler Truck
    • 3.2.1. Detroit Diesel
    • 3.2.2. Freightliner
    • 3.2.3. Thomas Built Buses
    • 3.2.4. Rizon
    • 3.2.5. Mercedes-Benz Trucks
  • 3.3. Einride
  • 3.4. Farizon Auto (Geely)
  • 3.5. Iveco Group
  • 3.6. Lion Electric
  • 3.7. Nikola Corporation
  • 3.8. PACCAR
    • 3.8.1. Peterbilt
    • 3.8.2. Kenworth
    • 3.8.3. DAF
  • 3.9. Quantron
  • 3.10. Tesla
  • 3.11. TRATON
    • 3.11.1. TRATON Charging Solutions
    • 3.11.2. Scania
    • 3.11.3. MAN Truck & Bus
    • 3.11.4. International Motors
  • 3.12. Volta Trucks
  • 3.13. Volvo Group
    • 3.13.1. Volvo Trucks
    • 3.13.2. Mack Trucks
    • 3.13.3. Renault Trucks
    • 3.13.4. Volvo Buses and Nova Bus
  • 3.14. Windrose
  • 3.15. Xos Trucks
  • 3.16. Emerging actors

4. Charge Point Operators

  • 4.1. Europe
    • 4.1.1. BP Pulse
    • 4.1.2. Circle K
    • 4.1.3. E.ON
    • 4.1.4. EnBW
    • 4.1.5. Enel X
    • 4.1.6. Engie Vianeo
    • 4.1.7. Fastned
    • 4.1.8. GOFAST
    • 4.1.9. Iberdrola
    • 4.1.10. Ionity
    • 4.1.11. Kople
    • 4.1.12. Milence
    • 4.1.13. Nimbnet
    • 4.1.14. Rifil
    • 4.1.15. Shell Recharge Solutions
    • 4.1.16. Uno-X Mobility
    • 4.1.17. Vattenfall
  • 4.2. North America
    • 4.2.1. Blink Charging
    • 4.2.2. ChargePoint
    • 4.2.3. Electrify America
    • 4.2.4. EVgo
    • 4.2.5. Forum Mobility
    • 4.2.6. Greenlane
    • 4.2.7. Hydro-Quebec
    • 4.2.8. Terawatt Infrastructure
    • 4.2.9. WattEV
  • 4.3. Additional CPOs

5. Hardware and Software Providers

  • 5.1. Europe
    • 5.1.1. ABB E-mobility
    • 5.1.2. ADS-TEC Energy
    • 5.1.3. Alpitronic (Hypercharger)
    • 5.1.4. AMPECO
    • 5.1.5. Charge-V
    • 5.1.6. Circontrol
    • 5.1.7. Driivz
    • 5.1.8. E-Totem
    • 5.1.9. Efacec
    • 5.1.10. Ekoenergetyka
    • 5.1.11. EnerCharge (KEBA)
    • 5.1.12. Enersense
    • 5.1.13. Euroloop
    • 5.1.14. EVBox
    • 5.1.15. Evtec
    • 5.1.16. GreenFlux
    • 5.1.17. i-charging
    • 5.1.18. IES Synergy
    • 5.1.19. Ingeteam
    • 5.1.20. Kempower
    • 5.1.21. Kostad
    • 5.1.22. L-Charge
    • 5.1.23. Last Mile Solutions
    • 5.1.24. Legrand
    • 5.1.25. Optimile
    • 5.1.26. Power Electronics
    • 5.1.27. RetailSonar
    • 5.1.28. Siemens
    • 5.1.29. Tritium
    • 5.1.30. Twaice
    • 5.1.31. Virta
  • 5.2. North America
    • 5.2.1. BorgWarner
    • 5.2.2. BTC POWER (E.ON)
    • 5.2.3. Camber
    • 5.2.4. Delta Electronics
    • 5.2.5. Detroit Diesel Corporation (Daimler Truck)
    • 5.2.6. EV Connect
    • 5.2.7. EverCharge
    • 5.2.8. EvGateway
    • 5.2.9. FreeWire Technologies
    • 5.2.10. Geotab
    • 5.2.11. InCharge Energy
    • 5.2.12. Noodoe
    • 5.2.13. SK Signet
    • 5.2.14. Tellus Power Green
  • 5.3. Additional hardware and software providers

6. Early Use Cases

  • 6.1. DFDS electrifies A-B routes together with Volvo Trucks
  • 6.2. Tesla delivers 50 Tesla Semis to PepsiCo
  • 6.3. MTAs road to electrify bus-traffic in New York City
  • 6.4. Boliden deploys underground electric trucks for mining
  • 6.5. ARC operates Scania electric refuse trucks in Copenhagen
  • 6.6. Schneider adds close to 100 electric Freightliner eCascadia
  • 6.7. DSV orders 300 electric Volvo trucks

7. Market Analysis and Trends

  • 7.1. Market analysis
    • 7.1.1. Market forecasts
    • 7.1.2. Regional market analysis
    • 7.1.3. Government incentives and investments in Europe
    • 7.1.4. Government incentives and investments in North America
  • 7.2. Value chain analysis
    • 7.2.1. DC charging hardware providers
    • 7.2.2. Software providers and charge point operators
    • 7.2.3. Commercial vehicle OEMs
    • 7.2.4. Mergers and acquisitions
  • 7.3. Market drivers and barriers
    • 7.3.1. Drivers
    • 7.3.2. Barriers
  • 7.4. Market trends
    • 7.4.1. Demand for public en route and destination charging to increase rapidly
    • 7.4.2. The electric commercial vehicle market continues to grow fast
    • 7.4.3. Open architectures alter the EV charging value chain
    • 7.4.4. A modular design improves the case for DC charging
    • 7.4.5. Electric Trucking-as-a-Service (TaaS) is an attractive model
    • 7.4.6. Battery buffered charging can solve grid connectivity issues
    • 7.4.7. New market entrants enrich the EV charging value chain
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: The number of needed public and destination chargers for CVs (EU27+UK)
  • Figure 1.2: Required public and destination chargers for CVs Class 4-8 (North America)
  • Figure 1.3: Energy battery prices (2020-2030)
  • Figure 1.4: Registered medium and heavy CVs by fuel type (Europe 2022)
  • Figure 1.5: Total number of active N2 & N3 BEV trucks by country (EU27+EFTA+UK)
  • Figure 1.6: Truck classes and examples of vehicles
  • Figure 1.7: Registered medium and heavy CVs by fuel type (North America 2023)
  • Figure 1.8: Total number of active Class 2B-8 BEV trucks (North America 2019-2023)
  • Figure 2.1: Alternative Current (AC) and Direct Current (DC) charging
  • Figure 2.2: Examples of battery capacity for different truck models
  • Figure 2.3: Theoretical charging times for a 500 kWh battery
  • Figure 2.4: Type 1 connector and socket
  • Figure 2.5: Type 2 connector and socket
  • Figure 2.6: CCS-1 and CCS-2 connectors and sockets
  • Figure 2.7: Layout of the MCS connector
  • Figure 2.8: NACS (Tesla) connector and plug
  • Figure 2.9: CHAdeMO connector and socket and outline of the ChaoJi connector
  • Figure 2.10: GB/T standard connectors and sockets for AC and DC charging
  • Figure 2.11: Variants of pantograph charging
  • Figure 2.12: Common features in cellular IoT gateways and routers
  • Figure 2.13: Examples of routers used in EV charging applications
  • Figure 2.14: Overview of a cluster configuration
  • Figure 2.15: Example of a dashboard for management of charging operations
  • Figure 2.16: Example of RFID card and tag
  • Figure 2.17: Examples of payment terminals for EV charging stations
  • Figure 3.1: Freightliner eCascadia
  • Figure 3.2: Tesla Semi trucks
  • Figure 3.3: Scania electric truck and ABB charging station
  • Figure 3.4: Volvo FH Aero Electric
  • Figure 3.5: List of emerging actors
  • Figure 4.1: BP Pulse charging corridor for commercial vehicles
  • Figure 4.2: Circle K charging station in Gothenburg
  • Figure 4.3: EnBW truck charging park
  • Figure 4.4: GOFAST commercial vehicle charging station
  • Figure 4.5: EVgo chargers for heavy-duty appliances
  • Figure 4.6: Greenlane truck charging station
  • Figure 4.7: Terawatt Infrastructure charging station
  • Figure 4.8: Additional CPOs
  • Figure 5.1: The new A400 from ABB
  • Figure 5.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 5.3: The Hypercharger HYC400
  • Figure 5.4: Sat 1500 MCS and Axon Side 360 from Ekoenergetyka
  • Figure 5.5: The ECC400 and DCPillar450 from EnerCharge
  • Figure 5.6: Troniq Modular from EVBox
  • Figure 5.7: Kempower Station Charger and Mega Satellite with MCS connector
  • Figure 5.8: Unity360 from Kostad
  • Figure 5.9: Ecotap DC180 charger with a cable management solution
  • Figure 5.10: The Tritium RT350
  • Figure 5.11: Twaice battery health estimation and end-of-life prediction
  • Figure 5.12: The Gen 4 All-in-One and Public Dispenser EV chargers
  • Figure 5.13: Geotab's MyGeotab Fleet and Asset management platform
  • Figure 5.14: Additional hardware and software providers
  • Figure 6.1: DFDS electric trucks from Volvo Trucks
  • Figure 6.2: Delivery of Tesla Semis to PepsiCo
  • Figure 6.3: Nova Bus model LFSe+ for MTA in New York
  • Figure 6.4: Volvo FH Electric in Boliden mine
  • Figure 6.5: Scania Electric refuse truck in Copenhagen
  • Figure 6.6: The Volvo FH Aero Electric
  • Figure 7.1: Installed base and shipments of charging points (Europe 2023-2031)
  • Figure 7.2: Connected charging points by technology (Europe 2023-2031)
  • Figure 7.3: Installed base and shipments of charging points (North America 2023-2031)
  • Figure 7.4: Connected charging points by technology (North America 2023-2031)
  • Figure 7.5: Reduction targets for different vehicle types in Europe (2025-2040)
  • Figure 7.6: Distance targets for electric truck and bus recharging stations
  • Figure 7.7: Examples of charging infrastructure incentives in European countries
  • Figure 7.8: Examples of subsidies aimed at electric CVs in the EU
  • Figure 7.9: Estimated targets for recharging stations for electric commercial vehicles
  • Figure 7.10: Geographical presence of the leading DC hardware providers
  • Figure 7.11: Installed base of DC charging stations by vendor (Europe Q4-2024)
  • Figure 7.12: Installed base of DC charging stations by vendor (North America Q4-2024)
  • Figure 7.13: M&As related to heavy commercial vehicle charging (2021-2024)