A global and local phenomenon, vehicle electrification is here to stay and
sales of electric and plug in hybrids are set to show substantial increases
around the world. All these cars will require convenient places to charge up
and a huge opportunity presents itself to those looking to participate in the
EV infrastructure boom.
Over the past decade the world has seen the emergence of an embryonic
infrastructure to serve electric and plug-in hybrid vehicles but development
has been piecemeal and often far from mainstream automotive manufacturing or
power generation.
Although the plug in environment has had many champions, often start-ups
looking for market entry, there are still many technology and market issues to
be overcome. The charging infrastructure business presents a huge a diverse
range of business opportunities and new markets.
About this report
Covering all the major markets, this first edition report examines in detail
the market drivers for the plug-in vehicle environment including fuel economy
and CO2 emissions, fuel costs as a driver for grid-connected vehicles, energy
security and incentives for key countries. It looks into the market
challenges including grid capacity, standards, costs and consumer preferences
as well as examining new players, collaborations and new markets.
Furthermore, the report goes on to assess current and future market challenges
and includes an analysis of the market dynamics and market forecasts.
About SupplierBusiness
SupplierBusiness is a business research company focused on automotive supply
base issues. We provide the most comprehensive coverage of the global
automotive supplier community, adding between twenty and thirty original
stories to our archives on developments every week.
Table of Contents
Introduction
The vehicle dimension
The battery dimension
The electricity infrastructure dimension
EV services and communication
A global and local phenomenon
Business models
Grid connected vehicles as part of powertrain electrification
MARKET DRIVERS
Fuel economy and CO2 emissions
The United States
The European Union
Japan
China
Other countries
Noxious emissions and health concerns
Fuel costs as a driver for grid-connected vehicles
Energy security
Incentives
The United States
The European Union
China
Japan
South Korea
Canada
India
MARKET CHALLENGES
Recharging infrastructure
OEMs
Recharging technology companies
Wireless charging technology
Grid capacity
Standards
Cost
Battery costs
Consumer preferences
Global
Europe
The United States
Range
Recharging time
Potential technology issues
MARKET DYNAMICS AND FORECASTS
New players, relationships and collaborations
New markets
Vehicle Market forecasts
List of Tables
Table 1: Battery cost evolution
Table 2 Lithium-ion battery cost breakdown
Table 3: Roles and responsibilities within the value chain
Table 4: Comparison of emerging business models
List of Figures
Figure 1: Four key dimensions associated with the plug-in vehicle
environment
Figure 2: Future light vehicle fuel mix forecast to 2030
Figure 3: Key aspects of communication between the vehicle and charging
infrastructure
Figure 4: Vehicle size and duty cycle aligned to powertrain
Figure 5: Well-to-wheel CO2 emissions by powertrain including source
considerations
Figure 6: Comparative drivetrain costing per percentage point CO2 reduction
Figure 7: Well-to-wheel powertrain costs relative to conventional
Figure 8: Limited garage access bring issues to many countries
Figure 9: The relative attractiveness of vehicle in Germany 2010
Figure 10: The relative attractiveness of vehicle in China 2010
Figure 11: Different powertrains meet different needs - 2030
Figure 12: Fuel economy standards to 2015 for selected countries (US mpg)
Figure 13: HC reductions in the EU, Japan and the US, 2000 - 2010
Figure 14: NOx reductions in the EU, Japan and the US, 2000 - 2010
Figure 15: CO reductions in the EU, Japan and the US, 2000 - 2010
Figure 16: Diesel PM reductions in the EU, Japan and the US, 2000 - 2010
Figure 17: Lifecycle emissions and fuel use per mile for light gasoline
and electric cars
Figure 18: WTI crude oil prices (US$ per barrel, monthly average 2010
dollars), 2001 - March 2012
Figure 19: US Regular Gasoline prices January 2011 to March 2012
Figure 20: Comparison of average well-to-wheel CO2 emissions of ICEs with
those of EVs powered by the average EU electricity mix
Figure 21: Fuel chain efficiency rates for ICE and EV vehicles
Figure 22: WPT charging schematic
Figure 23: Evatran's aftermarket available charging system
Figure 24: California summer peak loading with unmanaged EV charging
scenario
Figure 25: California summer peak loading with work and home EV charging
scenario
Figure 26: California summer peak loading with differential pricing for EV
charging scenario
Figure 27: California summer peak loading with 50% acceptance of
differential pricing for EV charging scenario
