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電動車 EV基礎設施

市場調查報告書

商品編碼

1325360

全球電動汽車充電智慧電網市場 - 2023-2030

Global EV Charging Smart Grids Market - 2023-2030

出版日期: 2023年08月04日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

市場概況

全球電動汽車充電智慧電網市場將於 2022 年達到 12 億美元，預計到 2030 年將達到 101 億美元，2023-2030 年預測期間年複合成長率為 30.0%。

由於技術進步、政府舉措和自動駕駛電動汽車增加了對電動汽車的需求，全球電動汽車充電站出現了巨大成長。此外，可再生能源併入電網進一步促進了智慧充電解決方案的發展。

車輛到電網技術（V2G）技術在全球電動汽車充電智慧電網市場中佔有一半以上的佔有率，該技術使電動汽車不僅可以消耗電網的電力，還可以將多餘的能量反饋回電網。這種雙向能量流為電網營運商提供了管理電力需求和供應的額外工具。

市場動態

對電動汽車的投資不斷增加

電動汽車的成長主要取決於價格、續航里程、基礎設施和車型等四個基本因素。瑞銀集團於2020年4月29日發布的報告顯示，與全球其他汽車行業相比，電動汽車銷量預計將成長50%。除了特斯拉之外的其他公司也在實踐他們的概念。為了技術的進步，保時捷還於2023年底開始生產新型電動汽車。

電動汽車成長的主要因素是智慧充電站基礎設施，它鼓勵主要參與者投資市場。 V2G 等最新技術是一種接入電網的車輛，其中電池將其資源回饋給充電站。 V2G 技術於 1997 年推出，但當時道路上還沒有電動汽車。但該領域的進步自 2016 年以來，Cenex 一直在積極進行研究和開發，該技術首次在英國推出。

智慧電網技術的進步

隨著發展和城市化的到來，生活水平不斷提高，能源需求也隨之增加。永續能源是滿足需求的最佳解決方案。電動汽車智慧電網技術是更好地發電的解決方案，也是一種有效的電力分配方式。市場需要它，因為與我們的傳統電網相比，它用途廣泛，更容易安裝，並且需要的安裝面積很小，並且需要滿足客戶預測不斷成長的需求。

從傳統電網到智慧電網的轉變，通過平衡電網和無縫整合可再生能源，幫助公用事業公司減少對化石燃料發電廠的依賴。公用事業公司可以通過使用 V2G 技術來實現其永續發展目標。新型國內智慧電動汽車充電解決方案已被證明能夠降低充電價格、保證電網可靠性並提高客戶認知度。使其成為滿足客戶需求的良好永續方式。

電動汽車充電智慧電網站電力需求不斷增加

市場上電動汽車的快速成長導致對這些車輛的電力需求增加，導致高峰時段用電量增加，從而超出了電站的容量，從而帶來了營運挑戰。此外，充電站的額外負荷也會影響電網的穩定性。

電力系統的電壓波動和不平衡增加了基礎設施的壓力並擾亂了整個供電站。保持電網的穩定性對於不間斷的充電服務非常重要。自然災害也是智慧電網充電站發展的一個主要問題，因為電力線和輸電線路在城市之間是內部連接的。

COVID-19 影響分析

疫情導致電動汽車充電項目的資本成本增加，包括更高的利息貸款和股權投資者的回報。充電基礎設施投資的財務可行性受到資本成本增加的影響。貸款人和投資者協調定價並要求更高的回報。為了管理疫情期間的風險敞口，金融機構實施了更嚴格的貸款條件，例如更高的抵押品和更嚴格的債務股本比率。

由於資金成本上升和貸款收緊，處於早期階段的項目被擱置。許多組織發現在新的財務狀況下很難為項目提供資金，從而導致項目延遲。資本成本的增加和貸款的嚴格要求使組織重新評估其現金流預測和整體投資風險。這種重新評估過程導致決策更加保守。

俄羅斯-烏克蘭影響分析

由於俄羅斯和烏克蘭戰爭，電動汽車充電設備製造資源供應受到影響。由於地緣政治緊張局勢，銅、鋁和鋰等資源面臨中斷。這些資源的短缺導致價格上漲和延誤。銅是製造電動汽車充電基礎設施（包括連接器、充電電纜和其他電子元件）的重要材料。

鋁是製造電動汽車充電最重要的材料，通常用於充電站外殼和結構部件。由於俄羅斯和烏克蘭生產大部分鋁，因此衝突造成的干擾影響了其供應鏈。鋰也是電動汽車生產中使用的鋰離子電池中要求最高的成分。由於鋰生產與俄羅斯和烏克蘭戰爭沒有直接關係，但由於物流挑戰而導致全球供應鏈中斷，從而影響了鋰離子電池生產的可用性。

人工智慧影響分析

人工智慧算法可用於電動汽車充電基礎設施的數據驅動決策。它可以分析來自充電站、用戶行為和電網狀況的大量數據。它還可以為利益相關者提供有價值的見解。這些資訊對於最佳化充電基礎設施的部署和確定擴展區域非常有用。

電動汽車充電基礎設施的安全對於檢測網路安全威脅非常重要。駭客用網路流量淹沒系統，因此人工智慧可以分析這些網路流量並識別異常模式。這些有助於保護用戶數據並防止網路攻擊。監控可以立即響應系統中發生的任何未經授權的訪問。

Market Overview

The Global EV Charging Smart Grids Market reached US$ 1.2 billion in 2022 and is expected to reach US$ 10.1 billion by 2030 growing with a CAGR of 30.0% during the forecast period 2023-2030.

Globally EV charging stations have witnessed tremendous growth due to advancements in technologies, government initiatives, and self-driving EVs increasing the demand for electric vehicles. Additionally, the integration of renewable energy sources into the grid has further improved the development of smart charging solutions.

Vehicle-To-Grid Technology (V2G) technology holds more than half of the share in the global EV charging smart grids market as the technology allows electric vehicles to not only consume electricity from the grid but also to feed surplus energy back into the grid. This bidirectional energy flow provides grid operators with an additional tool for managing electricity demand and supply.

Market Dynamics

Growing Investments in the Electric Vehicles

The growth of EVs mainly depends upon basic four factors such as price, range, Infrastructure, and Vehicle Models. By the UBS report released on '29 April 2020' the forecast result of sales of electric vehicles increase up to 50% compared to other global automobile industries. Companies other than Tesla are also functioning on their concepts. For the advancement of technology, Porsche also initiated the production of new electric vehicles by the end of 2023.

The major factor for the growth of EVs is smart charging stations Infrastructure which encourages the key players to invest in the market. Recent Technology such as V2G is a vehicle to the grid in which battery give back their resource to charging stations. V2G technology introduces in 1997 but there were no electric vehicles on the road. But advancement in this field Cenex being actively performing research and development since 2016, this technology's first launch in UK.

Advancements in Smart Grid Technologies

With development and urbanization comes the growth in living standards and hence an increase in the energy demand. Sustainable energy is the best solution to meet the demand. Smart grid technology for electric vehicles is the solution for better generation of electric power as well as an efficient way for the distribution of power. It is needed in the market since it is quite versatile as is easier to install and requires little area for installation when compared to our traditional gird and is required to meet the customer forecasting growing demand.

The transition from a traditional to smart grid helps utilities reduce their reliance on fossil fuel power plants by balancing the grid and integrating renewable energy sources seamlessly. Utility companies can achieve their sustainability goals with the use of V2G technology. New domestic smart electric vehicle charging solutions have been demonstrated to be capable of lowering charging prices, guaranteeing grid reliability, and increasing customer awareness. Making it a good sustainable way to meet customer demand.

Increasing Power Demand in the EV Charging Smart Grid Station

The rapid growth of EVs in the market led to increased demand for electricity for these vehicles resulting in higher power consumption during peak hours and hence exceeding the capacity of power stations which leads to operational challenges. Furthermore, additional load from charging stations also impacts the stability of the power grid.

Voltage fluctuations and imbalances of the power system increase stress on infrastructure and disturb the whole power supply stations. Maintaining the stability of the grid is important for uninterrupted charging services. A natural disaster is also a major concern in the growth of smart grid charging stations because power lines and transmission lines are connected internally from city to city.

COVID-19 Impact Analysis

The pandemic led to increased costs in capital for EV charging projects including higher interest loans and return for equity investors. The financial viability of investments in charging infrastructure is affected by the increased cost of capital. Lenders and investors reconcile their pricing and demand higher returns. To manage the risk exposure during the pandemic financial institutions implement more stringent loan terms like higher collateral and stricter debt-to-equity ratios.

Due to higher cost of capital and stricter loans the projects which are in their early stages are put on hold. Many organizations find it difficult to fund projects under the new financial situations which leads to delays in projects. The increased cost of capital and stricter loans made organizations re-evaluate their cash flow projections and overall investment risks. This re-evaluation process leads to a more conservative approach to decision-making.

Russia-Ukraine Impact Analysis

Due to the Russia-Ukraine war, the supply of resources for manufacturing EV charging equipment is affected. Resources like copper, aluminum, and lithium face disruptions due to geopolitical tensions. Shortage of these resources results in increased prices and delays. Copper is the essential material for the manufacturing of EV charging infrastructure including connectors, charging cables, and other electronic components.

Aluminium is the most essential material for manufacturing EV charging which is usually used for charging station enclosures and structural components. Since Russia and Ukraine produce most of the aluminum so there are disturbances due to the conflict which affect their supply chains. Lithium is also the most demanding component of lithium-ion batteries used in the production of EVs. As lithium production is not directly linked with Russia Ukraine war but disruptions in global supply chains occur due to logistical challenges through which these impacts the availability of lithium-ion batteries production.

AI Impact Analysis

AI algorithms can be used in data-driven decision-making for EV charging infrastructures. It can analyze large volumes of data from charging stations, user behavior, and grid conditions. It can also give valuable insights to stakeholders. This information is very useful for optimizing the deployment of charging infrastructure and identifying areas of expansion.

Security of EV charging infrastructure is very important for detecting cyber security threats. Hackers overwhelm the system with network traffic so AI can analyze these network traffic and identify unusual patterns. These help in protecting users' data and protect against cyber attacks. The monitoring provides immediate responses to any unauthorized access that happens in the system.

Segment Analysis

The global EV charging smart grids station market is segmented based on charging station type, technology and region.

Increasing Demand Energy Efficient Technology Escalates The Market Share For V2G Technology

V2G technology has seen significant growth and is expected to cover more than 50.3% of the developing countries in the forecast period. The technology works the same as solar panels which generate power on their own. The advantage of adapting this technology is that it not only charges from the grid station but can give energy back to the grid station when required. This bidirectional technology acts as a power and energy storage device. It stabilizes the grid system during peak periods, by providing power when required.

The V2G technology is similar to V1G charging stations. That controls the charging power when needed to be increased or decreased. The Battery capacity of V2G is 10X more efficient compared to regular smart charging vehicles. By 2030 the growth of electric vehicles increases up to 250 million which means that there will be millions of small energy storages on roads.

Geographical Analysis

Initiatives for Smart City Development and Harmonized Charging Infrastructure Drive Growth of EV Charging Smart Grids Market in Asia-Pacific

The growing population and increasing urbanization in Asian countries which includes China, India, and Japan, the government in these countries taking initiatives towards the smart city where fulfilled the solution for the development of transportation. The infrastructure of EVs is a major part of the development of the smart city which leads to deploying smart charging stations in urban areas. Asian Development Bank and the Electric Vehicle Association of Asia Pacific this organization collaborated for harmonizing the charging system across Borders.

As the demand for EVs increases in the market, smart charging stations also increase which leads to the growth and development of the EV charging smart grids market. Growing demand for charging infrastructure created robust and widespread support for expanding electric vehicles and smart charging stations.

Governments in this region and stakeholders working together for the development of smart network connectivity. For instance, on 20 September 2022, Hubei surpasses sun electric collaborated with BorgWarner Inc. and announced an agreement in which BorgWarner provides solutions to electric vehicles, smart energy businesses, and smart grids.

Competitive Landscape

The major global players in the market include ABB Ltd., ChargePoint Inc., EVgo Services LLC, Schneider Electric, Blink Charging Co., Toshiba Corporation, Mojo Mobility Inc., General Electric, Robert Bosch GmbH, Chargemaster plc.

Why Purchase the Report?

To visualize the global EV charging smart grids market segmentation based segmented based on charging station type, technology and regions, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of EV charging smart grids market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global EV charging smart grids market report would provide approximately 53 tables, 40 figures, and 195 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Charging Station Type
3.2. Snippet by Technology
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Investments In The Electric Vehicles
  - 4.1.1.2. Advancements in Smart Grid Technologies
- 4.1.2. Restraints
  - 4.1.2.1. High Investment in Infrastructure Cost
  - 4.1.2.2. Increasing Power Demand in the EV Charging Smart Grid Station
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Charging Station Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Station Type
- 7.1.2. Market Attractiveness Index, By Charging Station Type
7.2. Public Charging Stations*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Private Charging Stations

8. By Technology

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 8.1.2. Market Attractiveness Index, By Technology
8.2. Vehicle-to-Grid Technology (V2G)) *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Vehicles-to-everything (V2x)

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
- 9.2.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
- 9.2.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
- 9.3.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
- 9.3.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Spain
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
- 9.4.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
- 9.4.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asi-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
- 9.5.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology
- 9.5.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asi-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Charging Station Type
- 9.6.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Technology

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. ABB Ltd.*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. ChargePoint Inc.
11.3. EVgo Services Inc
11.4. Schneider Electric
11.5. Blink Charging Co.
11.6. Toshiba Corporation
11.7. Mojo Mobility Inc.
11.8. General Electric
11.9. Robert Bosch GmbH
11.10. Chargemaster plc

LIST NOT EXHAUSTIVE