表紙:欧州・北米の電気自動車 (EV) 充電インフラ (第3版)
市場調査レポート
商品コード
1193446

欧州・北米の電気自動車 (EV) 充電インフラ (第3版)

EV Charging Infrastructure in Europe and North America - 3rd Edition

出版日: | 発行: Berg Insight | ページ情報: 英文 190 Pages | 納期: 即日から翌営業日

価格
価格表記: EURを日本円(税抜)に換算
本日の銀行送金レート: 1EUR=167.99円
欧州・北米の電気自動車 (EV) 充電インフラ (第3版)
出版日: 2023年01月24日
発行: Berg Insight
ページ情報: 英文 190 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

欧州の電気自動車 (EV) 専用充電スタンドの総設置台数は、2021年の450万台から2026年には1,960万台に、CAGRの34%で増加すると予測されています。北米における専用充電スタンドの設置台数は、2021年の140万台から2026年には610万台に達し、34%のCAGRで成長する、と推定されています。2021年には、両地域のこれらの充電スタンドのうち約160万台が、セルラー接続でモニターされています。

当レポートでは、欧州・北米の電気自動車 (EV) 充電インフラの市場について分析し、市場の基本構造や主な関係者、現在のEV充電技術・規格の概要、EV充電のバリューチェーンと現在の普及・活用状況、主要企業のプロファイル (ハードウェア・ソフトウェアベンダー68社、充電スタンドオペレーター (CSO) 32社)、今後の市場動向の見通し (2026年まで)、といった情報を取りまとめてお届けいたします。

目次

第1章 欧州・北米における電気自動車充電

  • 欧州のEV充電インフラ
  • 北米のEV充電インフラ
  • 電気自動車市場
    • 車種
    • 欧州の電気自動車市場
    • 北米の電気自動車市場
  • 市場関係者
    • CPO (充電スタンドオペレーター)
    • MSP (モビリティサービスプロバイダー)
    • ハードウェア・ソフトウェアのプロバイダー

第2章 充電技術と規格

  • 電気自動車の充電
    • 交流・直流
    • 充電モードとレベル
    • バッテリー容量と充電時間
  • コネクタ規格
    • タイプ1/SAE J1772
    • タイプ2
    • CCS (コンバインド充電システム)
    • CHAdeMO
    • Tesla Supercharger
    • GB/T
  • 接続・管理ソフトウェア
    • セルラーIoT用ゲートウェイ・ルーター・モデム
    • OCPP (オープンチャージポイントプロトコル)
    • 充電スタンド管理ソフトウェア
  • 決済ソリューション
    • モバイル決済とRFIDタグ
    • ISO 15118
    • オートチャージ
    • 決済端末

第3章 充電スタンドオペレーター (CPO)

  • 欧州
    • Allego
    • Atlante
    • Be Charge
    • Bouygues Energies and Services (Bouygues Construction)
    • BP Pulse
    • CEZ Group
    • E.ON Group
    • EnBW
    • Eneco eMobility
    • Enel X (Enel Group)
    • ESB Group
    • Fastned
    • Freshmile
    • Iberdrola Group
    • InstaVolt
    • Ionity
    • Izivia (EDF)
    • Jolt Energy
    • Mer (Statkraft)
    • Power Dot
    • Recharge
    • Shell Recharge Solutions
    • TotalEnergies
    • Vattenfall Group
  • 北米
    • Blink Charging
    • Electrify America
    • Electrify Canada
    • EVgo
    • Francis Energy
    • Hydro-Québec
    • Tesla
    • Volta Charging

第4章 ハードウェア・ソフトウェアのプロバイダー

  • 欧州
    • ABB
    • ABL
    • ADS-TEC Energy
    • Alfen
    • Alpitronic
    • Amina Charging
    • AMPECO
    • Charge Amps
    • Chargecloud
    • ChargeNode
    • Circontrol
    • Compleo Charging Solutions
    • CTEK
    • DBT Group
    • Driivz
    • Easee
    • Eaton
    • Ecotap (Legrand)
    • Efacec
    • Ekoenergetyka
    • Elli
    • eNovates
    • Ensto Building Systems (Legrand)
    • E-Totem
    • EO Charging
    • Etrel
    • EVBox (ENGIE)
    • Evtec
    • Fortum
    • Garo
    • Gnrgy
    • GreenFlux
    • Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • Ingeteam
    • IES Synergy
    • Juice Technology
    • KEBA
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Mennekes Group
    • Pod Point (EDF)
    • Rolec Services
    • Schneider Electric
    • Siemens
    • Smartlab
    • Teltonika
    • Tritium
    • Virta
    • Wallbox
    • Webasto
    • Wirelane
    • Zaptec
  • 北米
    • Flo
    • BorgWarner
    • BTC Power (E.ON)
    • ChargePoint
    • ClipperCreek
    • Delta Electronics
    • Elmec
    • EV Connect
    • EvoCharge (Phillips & Temro)
    • EVPassport
    • FreeWire Technologies
    • InductEV
    • SemaConnect
    • SK Signet
  • その他のハードウェアベンダー

第5章 市場の分析と動向

  • 市場分析
    • 市場予測
    • 地域別の市場分析
    • 政府のインセンティブと投資
  • バリューチェーン分析
    • EV充電ハードウェアのベンダー
    • ソフトウェアプロバイダーとCSO
    • 自動車業界の企業
    • 企業合併・買収 (M&A)
  • 市場動向
    • 市場の不確実性にもかかわらず、電気自動車市場は成長を続けている
    • 接続式充電スタンド:収支計画の持続的改善
    • M&AによるEV充電業界の再編促進
    • 株式公開:成長資本へのアクセスの実現
    • 欧州での公共・目的地充電の需要の急増
    • オープンアーキテクチャによるEV充電のバリューチェーンの改変
    • モジュール式設計による、DC充電の事例の改善
    • 自動車OEMによるMSPサービスを提供:EV普及の障壁を低減
    • 高速充電:都市部に向けた移動
    • 大型商用車の充電:新しいセグメントとして登場
  • 頭字語・略語の一覧
図表

List of Figures

  • Figure 1.1: Public normal and fast charging points (EU22+3 2021)
  • Figure 1.2: BEVs per public normal and fast charging points (EU22+3 in 2021)
  • Figure 1.3: Normal and fast charging points (North America 2021)
  • Figure 1.4: Electric vehicles per normal and fast charging points (North America 2021)
  • Figure 1.5: Registered electric vehicles and new registrations (EU22+3 2021)
  • Figure 1.6: Registered electric vehicles and sales (North America 2021)
  • Figure 2.1: Charging using alternating current (left) and direct current (right)
  • Figure 2.2: Charging modes
  • Figure 2.3: Charging levels
  • Figure 2.4: Examples of battery capacity for different car models
  • Figure 2.5: Theoretical charging times for a 90-kWh battery
  • Figure 2.6: Connector standards by geographical region
  • Figure 2.7: Common features in cellular IoT gateways and routers
  • Figure 2.8: Examples of routers used in EV charging applications
  • Figure 2.9: Overview of a cluster configuration
  • Figure 2.10: Example of a dashboard for management of charging operations
  • Figure 2.11: Example of RFID card and tag
  • Figure 2.12: Examples of payment terminals for EV charging stations
  • Figure 3.1: An Allego fast charging location
  • Figure 3.2: Enel X's Juicebox
  • Figure 3.3: A Fastned charging location
  • Figure 3.4: An Ionity charging site
  • Figure 3.5: Jolt's MerlinOne mobile charger and swap truck
  • Figure 3.6: Shell Recharge Solutions' charger for businesses
  • Figure 3.7: A Francis Energy charging station
  • Figure 3.8: Tesla's Supercharger
  • Figure 3.9: Tesla's Wall Connector
  • Figure 3.10: Charging station from Volta Charging
  • Figure 4.1: The Terra AC wallbox and Terra 360 from ABB
  • Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 4.3: The Hypercharger HYC300
  • Figure 4.4: The wallbox from Amina Charging
  • Figure 4.5: The Raption 400 and Raption 150 Compact chargers
  • Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
  • Figure 4.7: Easee's wallbox charger
  • Figure 4.8: Ecotap's Homebox and DC150/180 chargers
  • Figure 4.9: The Ensto One and Media chargers
  • Figure 4.10: The INCH Pro from Etrel
  • Figure 4.11: Troniq Modular and BusinessLine Double from EVBox
  • Figure 4.12: Juice Booster 3 with connector and adapters
  • Figure 4.13: KeContact P30 from KEBA
  • Figure 4.14: Kempower Satellite and Station Charger
  • Figure 4.15: Unity22 and Unity360 from Kostad
  • Figure 4.16: E-mobility Gateway and Amtron Compact from Mennekes
  • Figure 4.17: Siemens VersiCharge wallbox
  • Figure 4.18: Teltonika's TeltoCharge
  • Figure 4.19: The Tritium RT50
  • Figure 4.20: Quasar 2 from Wallbox
  • Figure 4.21: Next and TurboDX from Webasto
  • Figure 4.22: BTC Power's Gen 4 and 350 kW Dispenser unit
  • Figure 4.23: ChargePoint Home and Express
  • Figure 4.24: Overview of SemaConnect's offering
  • Figure 4.25: Additional hardware suppliers
  • Figure 5.1: Installed base and shipments of charging points (Europe 2021-2026)
  • Figure 5.2: Connected charging points by technology (Europe 2021-2026)
  • Figure 5.3: Installed base and shipments of charging points (North America 2021-2026)
  • Figure 5.4: Connected charging points by technology (North America 2021-2026)
  • Figure 5.5: Policies active in major electric vehicle countries in Europe (Q4-2022)
  • Figure 5.6: Installed base of charging points by vendor (Europe Q4-2022)
  • Figure 5.7: Installed base of DC charging stations by vendor (Europe Q4-2022)
  • Figure 5.8: Installed base of charging points by vendor (North America Q4-2022)
  • Figure 5.9: Installed base of DC charging stations by vendor (North America Q4-2022)
  • Figure 5.10: Connected charging points by software vendor (Europe Q4-2022)
  • Figure 5.11: Connected charging points by software vendor (North America Q4-2022)
  • Figure 5.12: Public charging networks (North America January 2022)
  • Figure 5.13: Public DC charging networks (North America January 2022)
  • Figure 5.14: M&As among companies active in EV charging (2017-2023)
  • Figure 5.15: lPOs and listings via SPAC mergers (2014-2022)
目次

This study investigates the electric vehicle charging infrastructure market in Europe and North America. The total installed base of dedicated charging points in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 34 percent from 4.5 million in 2021 to 19.6 million by 2026. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 1.4 million in 2021 to reach 6.1 million in 2026, growing at a CAGR of 34 percent. These numbers include both private and public charging points. About 1.6 million of these charging points in the two regions were monitored via cellular connections in 2021. Get up to date with the latest information about vendors, charge point operators, products and markets.

Highlights from the report:

  • Insights from 30 executive interviews with market leading companies.
  • New data on EV charging infrastructure in Europe and North America.
  • Comprehensive description of the EV charging value chain and key applications.
  • In-depth analysis of market trends and key developments.
  • Profiles of 68 companies offering EV charging hardware and software.
  • Profiles of 32 charge point operators (CPOs).
  • Market forecasts lasting until 2026.

Table of Contents

  • Table of Contents
  • List of Figures
  • Executive Summary

1. EV Charging in Europe and North America

  • 1.1. EV charging infrastructure in Europe
  • 1.2. EV charging infrastructure in North America
  • 1.3. The electric vehicle market
    • 1.3.1. Vehicle types
    • 1.3.2. The electric vehicle market in Europe
    • 1.3.3. The electric vehicle market in North America
  • 1.4. Market players
    • 1.4.1. Charge point operators (CPOs)
    • 1.4.2. Mobility service providers (MSPs)
    • 1.4.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Charging modes and levels
    • 2.1.3. Battery capacity and charging time
  • 2.2. Connector Standards
    • 2.2.1. Type 1/SAE J1772
    • 2.2.2. Type 2
    • 2.2.3. Combined charging system (CCS)
    • 2.2.4. CHAdeMO
    • 2.2.5. North American Charging Standard (Tesla)
    • 2.2.6. GB/T
  • 2.3. Connectivity and management software
    • 2.3.1. Cellular IoT gateways, routers and modems
    • 2.3.2. The open charge point protocol (OCPP)
    • 2.3.3. Charging station management software
  • 2.4. Payment solutions
    • 2.4.1. Mobile payments and RFID tags
    • 2.4.2. ISO 15118
    • 2.4.3. Autocharge
    • 2.4.4. Payment terminals

3. Charge Point Operators

  • 3.1. Europe
    • 3.1.1. Allego
    • 3.1.2. Atlante
    • 3.1.3. Be Charge
    • 3.1.4. Bouygues Energies and Services (Bouygues Construction)
    • 3.1.5. BP Pulse
    • 3.1.6. CEZ Group
    • 3.1.7. E.ON Group
    • 3.1.8. EnBW
    • 3.1.9. Eneco eMobility
    • 3.1.10. Enel X (Enel Group)
    • 3.1.11. ESB Group
    • 3.1.12. Fastned
    • 3.1.13. Freshmile
    • 3.1.14. Iberdrola Group
    • 3.1.15. InstaVolt
    • 3.1.16. Ionity
    • 3.1.17. Izivia (EDF)
    • 3.1.18. Jolt Energy
    • 3.1.19. Mer (Statkraft)
    • 3.1.20. Power Dot
    • 3.1.21. Recharge
    • 3.1.22. Shell Recharge Solutions
    • 3.1.23. TotalEnergies
    • 3.1.24. Vattenfall Group
  • 3.2. North America
    • 3.2.1. Blink Charging
    • 3.2.2. Electrify America
    • 3.2.3. Electrify Canada
    • 3.2.4. EVgo
    • 3.2.5. Francis Energy
    • 3.2.6. Hydro-Québec
    • 3.2.7. Tesla
    • 3.2.8. Volta Charging

4. Hardware and Software Providers

  • 4.1. Europe
    • 4.1.1. ABB
    • 4.1.2. ABL
    • 4.1.3. ADS-TEC Energy
    • 4.1.4. Alfen
    • 4.1.5. Alpitronic
    • 4.1.6. Amina Charging
    • 4.1.7. AMPECO
    • 4.1.8. Charge Amps
    • 4.1.9. Chargecloud
    • 4.1.10. ChargeNode
    • 4.1.11. Circontrol
    • 4.1.12. Compleo Charging Solutions
    • 4.1.13. CTEK
    • 4.1.14. DBT Group
    • 4.1.15. Driivz
    • 4.1.16. Easee
    • 4.1.17. Eaton
    • 4.1.18. Ecotap (Legrand)
    • 4.1.19. Efacec
    • 4.1.20. Ekoenergetyka
    • 4.1.21. Elli
    • 4.1.22. eNovates
    • 4.1.23. Ensto Building Systems (Legrand)
    • 4.1.24. E-Totem
    • 4.1.25. EO Charging
    • 4.1.26. Etrel
    • 4.1.27. EVBox (ENGIE)
    • 4.1.28. Evtec
    • 4.1.29. Fortum
    • 4.1.30. Garo
    • 4.1.31. Gnrgy
    • 4.1.32. GreenFlux
    • 4.1.33. Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • 4.1.34. Ingeteam
    • 4.1.35. IES Synergy
    • 4.1.36. Juice Technology
    • 4.1.37. KEBA
    • 4.1.38. Kempower
    • 4.1.39. Kostad
    • 4.1.40. L-Charge
    • 4.1.41. Last Mile Solutions
    • 4.1.42. Mennekes Group
    • 4.1.43. Pod Point (EDF)
    • 4.1.44. Rolec Services
    • 4.1.45. Schneider Electric
    • 4.1.46. Siemens
    • 4.1.47. Smartlab
    • 4.1.48. Teltonika
    • 4.1.49. Tritium
    • 4.1.50. Virta
    • 4.1.51. Wallbox
    • 4.1.52. Webasto
    • 4.1.53. Wirelane
    • 4.1.54. Zaptec
  • 4.2. North America
    • 4.2.1. Flo
    • 4.2.2. BorgWarner
    • 4.2.3. BTC Power (E.ON)
    • 4.2.4. ChargePoint
    • 4.2.5. ClipperCreek
    • 4.2.6. Delta Electronics
    • 4.2.7. Elmec
    • 4.2.8. EV Connect
    • 4.2.9. EvoCharge (Phillips & Temro)
    • 4.2.10. EVPassport
    • 4.2.11. FreeWire Technologies
    • 4.2.12. InductEV
    • 4.2.13. SemaConnect
    • 4.2.14. SK Signet
  • 4.3. Additional hardware vendors

5. Market Analysis and Trends

  • 5.1. Market analysis
    • 5.1.1. Market forecast
    • 5.1.2. Regional market analysis
    • 5.1.3. Government incentives and investments
  • 5.2. Value chain analysis
    • 5.2.1. EV charging hardware vendors
    • 5.2.2. Software providers and charge point operators
    • 5.2.3. Automotive industry players
    • 5.2.4. Mergers and acquisitions
  • 5.3. Market trends
    • 5.3.1. The electric vehicle market continues to grow in spite of market uncertainty
    • 5.3.2. The business case for connected charging stations continues to improve
    • 5.3.3. M&As drive consolidation in the EV charging landscape
    • 5.3.4. Going public gives access to growth capital
    • 5.3.5. Demand for public and destination charging to increase rapidly in Europe
    • 5.3.6. Open architectures alter the EV charging value chain
    • 5.3.7. A modular design improves the case for DC charging
    • 5.3.8. Car OEMs offer MSP services to lower barriers to EV adoption
    • 5.3.9. Fast charging to move to more urban locations
    • 5.3.10. Heavy commercial vehicle charging emerges as a new segment
  • List of Acronyms and Abbreviations