電動車充電即服務市場、機會、成長動力、產業趨勢分析與預測，2024-2032

2023 年，全球電動車充電即服務市場估值為 293 億美元，由於資本支出最小化和前期成本降低，預計 2024 年至 2032 年複合年成長率將超過 18%。透過 CaaS 模式，最終用戶可以避開充電基礎設施的巨額初始投資，而選擇訂閱或基於服務的支付。財務門檻的降低為電動車充電站的更廣泛採用鋪平了道路。

充電基礎設施的技術進步正在推動電動車 CaaS 產業的發展，提高充電解決方案的效率、速度和便利性。超快速充電器、智慧電網整合和複雜的能源管理系統等創新不僅可以增強用戶體驗，還可以最大限度地減少停機時間。透過緩解里程焦慮和簡化充電操作，這些技術促進了電動車的迅速採用。持續的進步確保基礎設施能夠滿足當前的需求和未來的成長。

電動車充電服務領域的一個突出趨勢是擴大採用利用資料分析和能源管理技術的智慧充電解決方案。透過整合負載平衡、即時監控和預測性維護等功能，這些解決方案可以最佳化充電時間、降低成本並增強電網穩定性。該公司正在提供靈活、可擴展且節能的充電解決方案，以滿足電動車不斷成長的需求並促進電網整合。此外，增強的軟體平台和物聯網功能正成為當代充電解決方案的核心，推動市場創新和效率。

全球電動車充電服務產業根據充電基礎設施、服務、服務點、最終用戶和地區進行分類。

2023 年，2 級細分市場將佔據約 45% 的市場佔有率，在充電速度和成本效益之間取得平衡。 2 級充電器可為家庭和公共使用提供令人滿意的充電速率，避免了 3 級快速充電器的高成本。它們的多功能性非常出色，適合多種環境（住宅、商業和市政）。與 3 級同類產品相比，安裝更加簡單，並且可以很好地滿足大多數日常電動車使用需求。這種經濟性、實用性和適應性的結合鞏固了他們的市場領導地位。

由於其跨不同業務模式的適應性和可擴展性，託管細分市場在 2023 年以約 42% 的佔有率引領市場。託管服務使企業能夠利用現有基礎設施進行電動車充電，從而避免高昂的前期成本，因為安裝和維護均由服務提供者監督。這種模式尤其引起商業房地產和車隊營運商的共鳴，他們通常更願意將充電站的營運細微差別委託給他人。

在快速城市化、電動車 (EV) 採用率上升以及充電基礎設施重大投資的推動下，到 2023 年，亞太地區電動車充電即服務業將佔據 33% 的佔有率。中國脫穎而出，倡導積極的電氣化政策，並擁有廣泛的充電站網路，包括由國家電網和中國南方電網管理的充電站網路。充電網路的快速擴張和技術創新進一步推動了該地區的市場成長。

目錄

第 1 章：方法與範圍

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
• 供應商格局
  • CaaS服務提供者
  • 設備安裝人員
  • 經銷商/物流
  • 最終用戶
• 利潤率分析
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 監管環境
• 衝擊力
  • 成長動力
    • 亞太地區電動車採用率不斷上升
    • 政府獎勵和補貼
    • 充電基礎設施的技術進步
    • 最小的資本支出和前期成本
  • 產業陷阱與挑戰
    • 充電設備缺乏標準化
    • 電網容量和可靠性問題
• 成長潛力分析
• 波特的分析
• PESTEL分析

第 4 章：競爭格局

• 介紹
• 公司市佔率
• 主要市場參與者的競爭分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：按充電基礎設施分類，2021-2032 年

• 主要趨勢
• 1級
• 2級
• 3級

第 6 章：市場估計與預測：按服務分類，2021-2032 年

• 主要趨勢
• 訂閱
• 主辦
• 目的地

第 7 章：市場估計與預測：按服務點分類，2021-2032 年

• 主要趨勢
• 商業的
  • 款待
  • 停車庫
  • 辦公大樓
  • 多戶公寓
  • 其他
• 住宅

第 8 章：市場估計與預測：按最終用戶分類，2021-2032 年

• 主要趨勢
• 個人電動車車主
• 商業車隊
• 市政車隊
• 物流及配送公司
• 大眾運輸業者
• 公用事業

第 9 章：市場估計與預測：按地區，2021-2032 年

• 主要動向：按地區
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 俄羅斯
  • 北歐人
  • 歐洲其他地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳新銀行
  • 東南亞
  • 亞太地區其他地區
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
  • 拉丁美洲其他地區
• MEA
  • 南非
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • MEA 的其餘部分

第 10 章：公司簡介

• ABB Ltd.
• Allego
• Blink Charging Co.
• BP Pulse
• ChargePoint, Inc.
• Electrify America, LLC
• Enel X
• EVBox (ENGIE)
• EVgo Services LLC
• Fastned
• Greenlots
• IONITY
• Osprey Charging Network
• Pod Point Ltd.
• SemaConnect
• Shell Recharge
• Siemens AG
• Tesla, Inc.
• Tritium
• Volta Charging

The Global EV Charging as a Service Market was valued at USD 29.3 billion in 2023 and is projected to grow at over 18% CAGR from 2024 to 2032, due to minimal capital expenditure and reduced upfront costs. With the CaaS model, end users sidestep hefty initial investments in charging infrastructure, opting instead for a subscription or service-based payment. This lowered financial threshold paves the way for the broader adoption of EV charging stations.

Technological strides in charging infrastructure are propelling the EV CaaS industry, boosting the efficiency, speed, and convenience of charging solutions. Innovations like ultra-fast chargers, smart grid integration, and sophisticated energy management systems not only enhance user experience but also minimize downtime. By alleviating range anxiety and streamlining charging operations, these technologies bolster the swift adoption of EVs. Ongoing advancements ensure the infrastructure is primed for both current demand and future growth.

A prominent trend in the EV charging as a service sector is the rising embrace of smart charging solutions, harnessing data analytics and energy management technologies. By incorporating features like load balancing, real-time monitoring, and predictive maintenance, these solutions optimize charging times, curtail costs, and bolster grid stability. Companies are delivering flexible, scalable, and energy-efficient charging solutions, catering to the surging demand for electric vehicles and facilitating grid integration. Moreover, enhanced software platforms and IoT capabilities are becoming central to contemporary charging solutions, fueling market innovation and efficiency.

The global EV charging as a service industry is classified based on charging infrastructure, service, service points, end-user and region.

The level 2 segment captured roughly 45% of the market share in 2023, striking a balance between charging speed and cost-effectiveness. Level 2 chargers deliver a satisfactory charging rate for both home and public use, sidestepping the premium costs of Level 3 fast chargers. Their versatility shines as they're apt for diverse settings-residential, commercial, and municipal. Installation is straightforward compared to Level 3 counterparts, and they cater well to most daily EV usage needs. This blend of affordability, practicality, and adaptability cements their market leadership.

The hosted segment led the market with a share of about 42% in 2023, due to its adaptability and scalability across diverse business models. Hosted services empower businesses to utilize existing infrastructure for EV charging, sidestepping hefty upfront costs, as installation and maintenance are overseen by the service provider. This model resonates especially with commercial properties and fleet operators, who often prefer to delegate the operational nuances of charging stations.

Asia-Pacific EV Charging as a Service Industry held a 33% share in 2023, driven by swift urbanization, rising electric vehicle (EV) adoption, and significant investments in charging infrastructure. China stands out, championing aggressive electrification policies and boasting an extensive charging station network, including those managed by State Grid and China Southern Power Grid. The region's market growth is further fueled by the rapid scaling of charging networks and technological innovations.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimation
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 CaaS Service Providers
  • 3.2.2 Equipment Installers
  • 3.2.3 Distributors/ Logistics
  • 3.2.4 End user
• 3.3 Profit margin analysis
• 3.4 Technology and innovation landscape
• 3.5 Patent analysis
• 3.6 Key news and initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rising EV adoption rate in Asia pacific
    • 3.8.1.2 Government Incentives and subsidies
    • 3.8.1.3 Technological advancements in charging infrastructure
    • 3.8.1.4 Minimal capital expenditure and upfront cost
  • 3.8.2 Industry pitfalls and challenges
    • 3.8.2.1 Lack of standardization of charging equipment
    • 3.8.2.2 Grid capacity and reliability issues
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Charging Infrastructure, 2021-2032 ($Bn)

• 5.1 Key trends
• 5.2 Level 1
• 5.3 Level 2
• 5.4 Level 3

Chapter 6 Market Estimates and Forecast, By Service, 2021-2032 ($Bn)

• 6.1 Key trends
• 6.2 Subscription
• 6.3 Hosted
• 6.4 Destination

Chapter 7 Market Estimates and Forecast, By Service Points, 2021-2032 ($Bn)

• 7.1 Key trends
• 7.2 Commercial
  • 7.2.1 Hospitality
  • 7.2.2 Parking garage
  • 7.2.3 Office buildings
  • 7.2.4 Multi-family apartments
  • 7.2.5 Others
• 7.3 Residential

Chapter 8 Market Estimates and Forecast, By End User, 2021-2032 ($Bn)

• 8.1 Key trends
• 8.2 Individual EV owners
• 8.3 Commercial fleets
• 8.4 Municipal fleets
• 8.5 Logistics and delivery companies
• 8.6 Public transit operators
• 8.7 Utilities

Chapter 9 Market Estimates and Forecast, By Region, 2021-2032 ($Bn)

• 9.1 Key trends, by region
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
  • 9.3.7 Nordics
  • 9.3.8 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
  • 9.4.7 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 ABB Ltd.
• 10.2 Allego
• 10.3 Blink Charging Co.
• 10.4 BP Pulse
• 10.5 ChargePoint, Inc.
• 10.6 Electrify America, LLC
• 10.7 Enel X
• 10.8 EVBox (ENGIE)
• 10.9 EVgo Services LLC
• 10.10 Fastned
• 10.11 Greenlots
• 10.12 IONITY
• 10.13 Osprey Charging Network
• 10.14 Pod Point Ltd.
• 10.15 SemaConnect
• 10.16 Shell Recharge
• 10.17 Siemens AG
• 10.18 Tesla, Inc.
• 10.19 Tritium
• 10.20 Volta Charging