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汽車零件引擎

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商品編碼

1588543

全球超級充電樁市場 - 2024-2031

Global Hypercharger Market - 2024-2031

出版日期: 2024年11月08日 | 出版商:

DataM Intelligence | 英文 214 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

概述

2023 年，全球超級充電樁市場規模達到 128 億美元，預計到 2031 年將達到 2,093 億美元，2024-2031 年預測期間複合年成長率為 41.8%。

在全球超級充電樁市場，原始設備製造商（OEM）和充電站營運商正在合作建立全面的電動車充電基礎設施。這種合作包括確定適當的位置、安裝和維護充電點以及確保無縫支付和用戶體驗。

此外，他們正在努力開發全球標準和協議，以確保各種充電網路之間的完美相容性。超級充電站通常可提供超過 50kW 的功率輸出，並採用兆瓦級充電技術。該充電器比傳統充電站效率更高，使電動車營運商能夠大幅縮短充電時間。

到 2030 年，歐洲預計將主導市場，獲得相當大的佔有率。這項預測凸顯了該地區在電動車高速充電系統的採用和實施方面預計將佔據主導地位。德國、法國、英國、挪威、西班牙、瑞典等國家在該地區擁有龐大的超級充電站市場。

動力學

政府政策法規

政府法律法規在推動電動車的普及和充電基礎設施建設方面發揮了重要作用。全球許多政府都推出了補貼、稅收優惠和排放限制等措施，鼓勵人們轉向電動車。此外，各國政府也承諾為充電基礎建設提供補貼，特別是高速充電器，作為減少排放和應對氣候變遷努力的一部分。

2023 年12 月，兩黨基礎設施法案投資75 億美元用於電動車充電，其中50 億美元用於透過國家電動車基礎設施在美國主要道路、高速公路和州際公路上每隔50 英里安裝高速充電樁（NEVI）計畫。政府的行動為電動車和超級充電樁市場的成長創造了有利的環境，刺激了對充電基礎設施的投資，並促進了超級充電樁的製造，以適應道路上不斷增加的電動車數量。

電動卡車和公共汽車的不斷發展

電動卡車和公共汽車超級充電技術的快速進步為交通運輸行業帶來了巨大的機會。 Designwerk 的兆瓦充電系統、Heliox 的專業高功率充電解決方案以及斯堪尼亞和 ABB 的成功試驗等創新正在突破電動商用車快速高效充電的界限。

此外，Phihong Technology 子公司 Zerova 和 CHARIN 之間的合作也為這些進步做出了貢獻。兆瓦充電系統的開發和商業化對於促進電動卡車和巴士的廣泛採用至關重要，最終支持更永續的交通未來。公共充電基礎設施的投資也在增加，公共和私營部門都做出了貢獻。

未來幾年，越來越多的充電站將可供卡車司機使用，包括安裝在卡車閒置地點的充電站，例如裝卸區和卡車停靠站。例如，2021年7月，沃爾沃集團宣布參與合資企業，將在五年內安裝和營運至少1,700個充電站，此舉凸顯了擴大商用電動車充電網路的承諾。

電網容量和電力基礎設施限制

在電網容量有限的地區，超級充電網路的建立遇到了相當大的障礙。安裝多個高速充電器可能會對電網造成壓力，特別是在人口稠密的城市地區或基礎設施陳舊的地區。加強電力基礎設施以適應這些充電器需要大量費用，這在電動車使用量最少或資金有限的地區可能在經濟上不可行，從而阻礙網路擴張，特別是對於較小的基礎設施提供者。

勞倫斯利弗莫爾國家實驗室報告稱，2021 年美國使用了 97.3 兆英國熱量單位 (quads) 的能源，其中運輸部門佔 26.9 兆英國熱量單位 (quads)，主要來自石油。到2035 年，為適應電動車的擴張而對基礎設施進行現代化改造，需要更換8,000 台發電機組和數百萬英里的輸電線，費用可能會超過2.5 兆美元，而電力公司可能需要額外1 兆美元的改進才能滿足日益成長的需求。

In the global hypercharger market, Original Equipment Manufacturers (OEMs) and charge station operators are collaborating to establish a comprehensive electric car charging infrastructure. This collaboration involves identifying appropriate locations, installing and maintaining charging points and ensuring a seamless payment and user experience.

Furthermore, they are diligently developing global standards and protocols to guarantee flawless compatibility among various charging networks. Hyperchargers generally deliver a power output over 50kW and incorporate megawatt charging technologies. The chargers are more efficient than conventional charging stations, enabling electric vehicle operators to substantially decrease charging durations.

By 2030, Europe is anticipated to dominate the market, obtaining a significant share. This forecast highlights the region's expected dominance in the adoption and implementation of high-speed charging systems for electric vehicles. Germany, France, UK, Norway, Spain, Sweden and others possess a substantial hypercharger market in this region.

Dynamics

Government Policies and Regulations

Government laws and regulations played a major role in pushing the adoption of EVs and the construction of charging infrastructure. Many governments globally have introduced measures such as subsidies, tax incentives and emission limits to encourage people to transition to electric vehicles. Additionally, governments have committed subsidies for the building of charging infrastructure, particularly high-speed chargers, as part of efforts to cut emissions and battle climate change.

In December 2023, the Bipartisan Infrastructure Law invested US$ 7.5 billion in EV charging, with US$ 5 billion allocated for high-speed charger installation spaced no less than every 50 miles along America's major roads, freeways and interstates through the National Electric Vehicle Infrastructure (NEVI) program. Government actions have fostered a conducive climate for the growth of the EV and hypercharger markets, incentivizing investments in charging infrastructure and facilitating the manufacturing of hypercharger to accommodate the rising number of EVs on the road.

Rising Developments in Electric Truck and Bus

The swift progress in hypercharger technology for electric trucks and buses presents a substantial opportunity for the transportation sector. Innovations like Designwerk's megawatt charging system, Heliox's specialized high-power charging solutions and successful trials by Scania and ABB are pushing the boundaries of rapid and efficient charging for electric commercial vehicles.

Additionally, collaborations such as those between Phihong Technology's subsidiary Zerova and CHARIN are contributing to these advancements. The development and commercialization of megawatt charging systems will be crucial in promoting the widespread adoption of electric trucks and buses, ultimately supporting a more sustainable future for transportation. Investment in public charging infrastructure is also increasing, with contributions from both public and private sectors.

Over the next few years, a growing number of charging stations will become accessible to truck drivers, including installations at locations where trucks remain idle, such as loading bays and truck stops. For instance, in July 2021, the Volvo Group announced its participation in a joint venture to install and operate at least 1,700 charging stations within five years, a move that highlights the commitment to expanding the charging network for commercial electric vehicles.

Grid Capacity and Power Infrastructure Limitations

The establishment of hypercharger networks encounters considerable obstacles in areas with restricted grid capacity. The installation of several high-speed chargers may strain the electrical grid, especially in densely populated urban regions or locations with antiquated infrastructure. Enhancing power infrastructures to accommodate these chargers entails significant expenses, which may be economically unviable in regions with minimal EV usage or restricted funding, hence hindering network expansion, particularly for smaller infrastructure providers.

The Lawrence Livermore National Laboratory reported that US utilized 97.3 quadrillion British thermal units (quads) of energy in 2021, with the transportation sector accounting for 26.9 quads, predominantly derived from petroleum. Modernizing the infrastructure to accommodate electric vehicle expansion, which entails replacing 8,000 power-generation units and millions of miles of power lines, may exceed US$ 2.5 trillion by 2035, with electric utilities potentially requiring an additional US$ 1 trillion in enhancements to satisfy increasing demand.

Segment Analysis

The global hyperchargers market is segmented based on charging speed, connector type, vehicle type, charging technology, end-user and region.

The Combined Charging System (CCS) Dominated The Market

The Combined Charging System (CCS) segment is anticipated to capture a significant market share in the swiftly advancing hypercharger market. CCS is distinguished as a comprehensive and adaptable charging standard, receiving recognition for its compatibility with both alternating current (AC) and direct current (DC) charging.

CCS utilizes the ISO 15118 communication protocol, facilitating seamless interaction between the electric vehicle and the charging station. This protocol enables sophisticated functionalities such as plug & charge, optimizing the payment and authentication processes to improve user experience. CCS has emerged as the predominant standard for electric vehicle charging stations in numerous regions, including Europe and North America.

The extensive adoption of CCS as an industry standard has resulted in the installation of additional CCS-compatible charging stations, reinforcing its market dominance. This versatility establishes CCS as the favored option for electric car makers, facilitating the anticipated growth in its market share. The extensive implementation of CCS demonstrates its compatibility and efficiency with various electric vehicle types, contributing to its substantial market presence.

Geographical Penetration

Growing Demand for High-Speed Chargers in Europe

Europe is anticipated to be the dominate market in global hypercharger market, obtaining a significant share. It is owing to the region's expected dominance in the implementation and utilization of high-speed charging technologies for electric vehicles. With Europe prioritizing and investing in sustainable transportation infrastructure, the market is poised for substantial development, positioning the area as a pivotal force in the evolution of electric vehicle charging technologies.

The heightened emphasis on pollution reduction and air quality enhancement stimulates investment in electric vehicle infrastructure, particularly high-speed chargers. In July 2023, the EU Council enacted regulations to facilitate electric vehicle travel throughout Europe and diminish pollution. The advantages encompassed an enhanced charge infrastructure, streamlined payment processes and clear pricing and availability. Beginning in 2025, 150kW fast chargers are scheduled for installation every 60 kilometers along the TEN-T highways.

Competitive Landscape

The major global players in the market include ChargePoint, Tesla Inc, Blink Charging Co., Electrify America, Tritium, EVgo, Enel X, FLO, Alpitronic, and ABB Ltd.

Russia-Ukraine War Impact Analysis

The Russia-Ukraine conflict has significantly affected the hypercharger market, chiefly due to disruptions in global supply chains and energy markets. The conflict has resulted in volatile oil and gas prices, prompting governments and consumers to expedite the shift to electric vehicles (EVs) to diminish reliance on fossil fuels. The escalating prices of raw materials, including metals like nickel and aluminum, which are essential for EV chargers, have driven up the expenses associated with hypercharger infrastructure.

The war has exacerbated energy shortages throughout Europe, leading to power deficits and increased electricity costs in multiple nations. This circumstance has increased the operational costs of high-speed charging stations and restricted governmental capacity to finance new charging infrastructure. The International Energy Agency (IEA) reported that Europe saw a 30% rise in energy prices in 2022 owing to the conflict, resulting in increased operational costs for hypercharger networks and impacting the profitability of charging infrastructure providers.

By Charging Speed

50-150 kW
150-350 kW
Above 350 kW

By Connector Type

CCS (Combined Charging System)
CHAdeMO
GB/T
Other

By Vehicle Type

Passenger Electric Vehicles
Commercial Electric Vehicles

By Charging Technology

Plug-in Charging
Wireless (Inductive) Charging

By End-Use

Retail and Convenience
Public Charging
Fleet and Commercial

By Region

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In 2022, CharIN unveiled the Megawatt Charging System (MCS) at EVS35 in Oslo, featuring remarkable demonstrations and forthcoming product presentations.
In June 2023, EVBox introduced the EVBox Troniq High Power, the most potent standalone charging station with a 400 kW power output.
In December 2023, Audi inaugurated India's first ultra-fast charging station at Bandra Kurla Complex (BKC), Mumbai, created in collaboration with ChargeZone. This charger has a total capacity of 450 kW, delivering 360 kW of power to electric vehicles and has a 500-amp liquid-cooled connector for enhanced performance and efficiency.
In September 2023, FLO announced the inaugural sale of its ultra-fast charging station to Green Mountain Power in Vermont. The FLO Ultra charger has a versatile design that permits charging from multiple angles and incorporates a patent-pending motorized cable management system. It provides quick charging at a rate of up to 320kW using two ports, enabling the majority of electric vehicles to reach 80% charge in 15 minutes.
In June 2023, Blink Charging Co., a leading global manufacturer, owner, operator and provider of electric vehicle (EV) charging equipment and services, launched their 240kW DC Fast Charger. The Blink 240kW DCFC, incorporating advanced silicon carbide technology, was alluded to at CES 2023.

Why Purchase the Report?

To visualize the global hypercharger market segmentation based on charging speed, connector type, vehicle type, charging technology, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel spreadsheet containing a comprehensive dataset of the hypercharger market, covering all levels of segmentation.
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 hypercharger market report would provide approximately 78 tables, 74 figures and 214 pages

Target Audience 2024

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 Speed
3.2. Snippet by Connector Type
3.3. Snippet by Vehicle Type
3.4. Snippet by Charging Technology
3.5. Snippet by End-User
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Government Policies and Regulations
  - 4.1.1.2. Rising Developments in Electric Truck and Bus
- 4.1.2. Restraints
  - 4.1.2.1. Grid Capacity and Power Infrastructure Limitations
- 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
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. By Charging Speed

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 6.1.2. Market Attractiveness Index, By Charging Speed
6.2. 50-150 kW*
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. 150-350 kW
6.4. Above 350 kW

7. By Connector Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 7.1.2. Market Attractiveness Index, By Connector Type
7.2. CCS (Combined Charging System)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. CHAdeMO
7.4. GB/T
7.5. Other

8. By Vehicle Type

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 8.1.2. Market Attractiveness Index, By Vehicle Type
8.2. Passenger Electric Vehicles*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Commercial Electric Vehicles

9. By Charging Technology

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 9.1.2. Market Attractiveness Index, By Charging Technology
9.2. Plug-in Charging*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Wireless (Inductive) Charging

10. By End-User

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.1.2. Market Attractiveness Index, By End-User
10.2. Retail and Convenience*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Public Charging
10.4. Fleet and Commercial

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.8.1. US
  - 11.2.8.2. Canada
  - 11.2.8.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.8.1. Germany
  - 11.3.8.2. UK
  - 11.3.8.3. France
  - 11.3.8.4. Italy
  - 11.3.8.5. Spain
  - 11.3.8.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.8.1. Brazil
  - 11.4.8.2. Argentina
  - 11.4.8.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.8.1. China
  - 11.5.8.2. India
  - 11.5.8.3. Japan
  - 11.5.8.4. Australia
  - 11.5.8.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Speed
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Connector Type
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Vehicle Type
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Charging Technology
- 11.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. ChargePoint*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Key Developments
13.2. Tesla Inc
13.3. Blink Charging Co.
13.4. Electrify America
13.5. Tritium
13.6. EVgo
13.7. Enel X
13.8. FLO
13.9. Alpitronic
13.10. ABB Ltd.

LIST NOT EXHAUSTIVE