市場調查報告書
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1537630
車用充電器:市場佔有率分析、產業趨勢/統計、成長預測(2024-2029)Automotive On-board Charger - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029) |
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預計2024年全球汽車車載充電機市場規模將達68.6億美元,2024-2029年預測期間複合年成長率為13.24%,2029年將達122.7億美元。
從長遠來看,電動車的快速銷售、電池技術的進步、充電基礎設施的改進以及更嚴格的排放法規預計將推動車載充電器的需求。電動車在已開發國家越來越受歡迎。電動汽車行業的領先公司和新興企業計劃在未來幾年推出新的電動車車型。
*根據國際能源總署(IEA)的數據,2022年全球電池式電動車銷量將達到730萬輛,而2021年為460萬輛,2021年至2022年與前一年同期比較成長30.3%。
*美國政府承諾在 2030 年將溫室氣體排放量比 2005 年減少 50-52%。政府宣布了2050年實現淨零經濟的目標。
隨著高功率商用車進入市場,對適合整合到這些車輛中的先進車載充電器的需求不斷成長。因此,一些製造商採取了合併雙車載充電機的策略,以提高這些車輛的效率並有助於降低車載充電機的成本。隨著電動車推進技術的日益普及,全球對車載充電器的需求預計將增加。
然而,車載充電機的高成本給市場參與者帶來了重大挑戰。為了解決高成本問題,市場上的各個參與者正在開發先進技術來降低這些充電器的成本。為了滿足電動車買家的高需求,一些OEM正在推出配備快速充電技術的車輛以減少充電時間,這將在預測期內增加車載充電器的數量,預計將對需求產生積極影響。未來幾年,由於快速都市化、人均可支配收入不斷增加以及消費者偏好轉向採用新能源汽車,亞太地區預計將呈現快速成長。
近年來,在政府積極支持交通部門脫碳以及消費者對引入新能源汽車的偏好改變的推動下,電動乘用車的使用量迅速增加。隨著越來越多的消費者傾向於採用乘用車,對整合到這些汽車中的組件的需求將顯著增加,例如用於提高這些汽車充電效率的先進車載充電器。
*根據電動車製造商協會(SMEV)的數據,2024 會計年度印度電動四輪車銷量將達到 88,114 輛,而 2023 會計年度為 47,499 輛,與前一年同期比較成長率為 85.5%。
* 2023年第一季美國電池式電動車銷量將為258,800輛,而2022年第四季為226,700輛,與2022年第四季至2023年第一季的上一季相比,錄得14.1%的成長。
在全球範圍內,電動車充電基礎設施投資不斷增加,支持汽油/柴油汽車向電動車的平穩過渡。消費者需要大量公共電動車充電站,以確保他們的旅行不會因車輛充電不足而受到影響。因此,世界各國政府都在投入資金開發電動車充電網路,這將有助於未來幾年乘用車車載充電器的快速成長。
*2024年1月,美國政府宣布計畫投資6.23億美元在全國部署各種電動車充電點,以補充交通部門脫碳的努力。我宣布,政府將透過向全國 22 個州津貼來改善充電基礎設施,包括在奧勒岡州部署快速充電樁和在德克薩斯州為貨運卡車部署氫燃料充電樁。
例如,英國計劃在2040年禁止銷售所有汽油和柴油引擎汽車。印度政府計劃考慮2027年禁止印度所有城市使用柴油車。挪威等其他歐洲國家已經制定了到 2025 年僅銷售零燃燒汽車的框架。各國政府為推動碳排放而製定的綜合策略正在導致電動乘用車銷量的增加,進而對車載充電器市場的需求做出積極貢獻。
亞太地區是電動車產業的中心,由於原料成本低廉,預計將引領車用充電器市場。
電動車製造商眾多,人口不斷成長,政府也在介入。因此,隨著中國、印度和日本等國家電動乘用車和商用車產業的擴張,預計亞太地區車載充電市場將在未來幾年內快速成長。
*根據中國工業協會 (CAAM) 的數據,商用純電動車 (BEV) 月銷量將於 2023 年 7 月達到 38,000 輛,而 2023 年 6 月為 33,000 輛。當月。
*根據日本汽車檢查註冊資訊協會的數據,日本純電動車的使用量將從2022年的138,330輛增加到2023年的162,390輛,2022年至2023年比與前一年同期比較增加17.3%。
該地區多家汽車製造商(例如比亞迪和塔塔汽車)提供相容的電動車,也導致了電動車市場的擴張並推動了車載充電器的需求。該地區的商業車隊營運商,例如物流和最後一哩送貨服務公司,越來越傾向於在其車隊中部署電動貨車和卡車,以配合政府減少碳排放的努力。隨著未來幾年預計將部署大量卡車和貨車,亞太地區對車載充電器的需求可能會增加。
由於其電動車持有不斷增加以及建立電動車製造中心的優惠政策,中國預計將主導亞太地區車載充電機市場。該國可選的電動車充電基礎設施預計也將有助於電動車的普及,這將對未來幾年的車載充電器需求產生積極影響。
由於在生態系統中營運的各種國際製造商的存在,車載充電器市場分散且競爭激烈。主要參與者包括德爾福科技(博格華納公司)、現代摩比斯、LG公司、義法半導體、Ficosa國際公司、法雷奧公司、豐田工業公司、Bel Fuse公司。隨著各種新電動車型進入市場,車載充電機製造商正在透過與其他參與者結成策略聯盟並推出新的車載充電機來擴大自己的影響力。
*2023 年 11 月,博格華納與一家北美目標商標產品製造商 (OEM) 合作,為該OEM生產的乘用車車型提供雙向 800V 車載充電器 (OBC)。該公司表示,其車用充電器採用碳化矽電源開關,可提高車輛效率並改善電源轉換和安全合規性。
*2023 年 6 月,雷諾和 Mobilize 宣佈建立合作夥伴關係,為雷諾製造的 Model 5 配備 R5 的雙向車載充電器。 Mobilize表示,其雙向充電器、雙向充電站和V2G服務將幫助客戶降低充電成本,因為該技術有助於將電力送回電網。
車載充電機市場預計將在研發方面投入大量資金,以整合先進技術,以提高電動車的效率並減少電動乘用車和商用車的充電時間。
The Automotive On-board Charger Market size is estimated at USD 6.86 billion in 2024, and is expected to reach USD 12.27 billion by 2029, growing at a CAGR of 13.24% during the forecast period (2024-2029).
Over the long term, rapid sales of electric vehicles, advancements in battery technology, improving charging infrastructure, and stringent emission regulations are expected to fuel the demand for automotive on board chargers. The market has been witnessing the adaptation of electric passenger vehicles in developed countries. Major players and new start-ups in the EV industry plan to introduce new electric models in the coming years.
* As per the International Energy Agency (IEA), battery electric vehicle sales worldwide touched 7.3 million units in 2022 compared to 4.6 million units in 2021, representing a Y-o-Y growth of 30.3% between 2021 and 2022.
* The US government committed to reducing greenhouse gas emissions 50-52% below 2005 levels in 2030. The government announced its target to achieve a net-zero economy by 2050.
With the introduction of high-power commercial vehicles in the market, there is a massive demand for advanced on board chargers suitable for integration into these vehicles. Thus, several manufacturers are strategizing to incorporate dual on board chargers that improve the efficiency of these vehicles and help reduce the cost of the on board chargers. With the growing electric vehicle propulsion technology penetration in the coming years, the demand for on board chargers worldwide will increase.
However, the high cost of on board chargers imposes a significant challenge for players in the market. To tackle the issue of high costs, various players in the market are developing advanced technologies to reduce the cost of these chargers. To keep up with the high demand from buyers for electric vehicles, several OEMs are introducing cars with fast charging technologies to reduce the charging time, which will positively impact the demand for on board chargers during the forecast period. In the coming years, Asia-Pacific is expected to showcase surging growth owing to the rapid urbanization rate, increasing per capita disposable income, and the consumer preference shifting toward the adoption of new-energy vehicles.
The penetration of electric passenger cars rapidly increased in recent years, owing to the government's aggressive push toward decarbonizing the transportation sector and consumers' shifting preference toward the adoption of new-energy vehicles. As more consumers are inclined to adopting passenger cars, the demand for components integrated into these cars, such as advanced on board chargers, to improve the charging efficiency of these cars will significantly increase.
* As per the Society of Manufacturers of Electric Vehicles (SMEV), the electric four-wheeler sales in India touched 88,114 units in FY 2024 compared to 47,499 units in FY 2023, representing a Y-o-Y growth of 85.5% between FY 2023 and FY 2024.
* The battery electric vehicle sales in the United States touched 258.8 thousand units in Q1 2023 compared to 226.7 thousand units in Q4 2022, recording a Q-o-Q growth of 14.1% between Q4 2022 and Q1 2023.
The rising investments in developing EV charging infrastructure globally are assisting the smooth transition from gasoline/diesel cars to electric cars. Consumers need to deploy many public EV charging stations so that their travel is not impacted due to the lack of charge in their vehicles. Hence, governments worldwide are investing in funding to develop the EV charging network, which, in turn, will contribute to the surging growth of on board chargers for passenger cars in the coming years.
* In January 2024, the US government announced its plan to invest USD 623 million to foster the deployment of various electric vehicle charging points across the country, complementing its effort to decarbonize the transportation sector. The government stated that this funding will be disbursed through grants to 22 states nationwide to improve charging infrastructure, such as the deployment of rapid chargers in Oregon and hydrogen fuel chargers for freight trucks in Texas.
Globally, governments of many countries plan to promote green mobility by banning diesel vehicles and providing incentives to EV buyers; for instance, the United Kingdom plans to ban sales of all types of gasoline and diesel engine cars by 2040. The Government of India plans to consider a proposal to ban diesel vehicles from all Indian cities by 2027. Other European countries, such as Norway, are already establishing a framework to sell only zero-combustion cars by 2025. The comprehensive strategies being established by the governments to promote the reduction of carbon emissions are leading to increasing sales of electric passenger cars, which, in turn, is positively contributing to the demand for on board chargers in the market.
Asia-Pacific is expected to lead the automotive on board charger market as it is the hub of the electric vehicle industry owing to the availability of lower-priced raw materials,
numerous electric vehicle manufacturers, growing population, and government participation. Therefore, with the expanding electric passenger cars and commercial vehicles industry in countries such as China, India, and Japan, the market for on board chargers is expected to showcase a rapid surge in the coming years across the Asia-Pacific.
* As per the China Association of Automobile Manufacturers (CAAM), the monthly sales of commercial battery electric vehicles (BEVs) touched 38.000 in July 2023 compared to 33,000 units in June 2023, representing an M-o-M growth of 15.1% between June and July 2023.
* According to the Japanese Automobile Inspection & Registration Information Association, the number of battery electric cars in use in Japan stood at 162.39 thousand units in 2023 compared to 138.33 thousand units in 2022, recording a Y-o-Y growth of 17.3% between 2022 and 2023.
The presence of several auto manufacturers in the region, such as BYD and Tata Motors, among others, involved in offering compatible electric vehicles is also leading in expanding the EV market, thereby fuelling the demand for on board chargers. Commercial fleet operators in the region, such as logistics and last-mile delivery service companies, are increasingly preferring to deploy electric vans and trucks in their fleet to complement the government's effort in reducing carbon emissions. With the deployment of a large number of trucks and vans expected in the coming years, the demand for on board chargers across the Asia-Pacific will increase during the forest period.
China is expected to dominate the on board chargers market in Asia-Pacific, owing to its growing electric vehicle parc and favorable policies toward establishing an EV manufacturing hub. The country's optional EV charging infrastructure is also expected to contribute to a greater adoption of EVs, which, in turn, will positively impact the demand for on board chargers in the coming years.
The on board charger market is fragmented and highly competitive due to the presence of various international manufacturers operating in the ecosystem. Some of the major players include Delphi Technologies (BorgWarner Inc.), Hyundai Mobis, LG Corporation, STMicroelectronics, Ficosa International S.A., Valeo SE, Toyota Industries Corporation, and Bel Fuse Inc., among others. With the entry of various new electric models in the market, on board charger companies are expanding their presence by forming strategic alliances with other players and launching new automotive on board chargers.
* In November 2023, BorgWarner announced its partnership with a North American-based original equipment manufacturer (OEM) to supply its bi-directional 800V Onboard Charger (OBC) for the passenger vehicle models manufactured by the OEM. The company stated that its on board chargers are equipped with silicon carbide power switches to enhance the efficiency of the vehicle and improve power conversion and safety compliance.
* In June 2023, Renault and Mobilize announced its partnership to incorporate the R5's bi-directional onboard chargers into the model 5 manufactured by Renault. Mobilize stated that its bi-directional chargers, bidirectional charging station, and V2G service will assist customers reduce their charging costs since this technology helps send back electricity to the power grid.
The on board charger market is anticipated to witness massive investments in research and development to integrate advanced technology to improve the efficiency of electric vehicles and reduce the time to charge electric passenger cars or commercial vehicles.