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表紙：EV充電インフラの欧州・北米市場 - 第4版
市場調査レポート
商品コード
1513610

EV充電インフラの欧州・北米市場 - 第4版

EV Charging Infrastructure in Europe and North America - 4th Edition

出版日
発行
Berg Insight
ページ情報
英文 225 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=158.55円
EV充電インフラの欧州・北米市場 - 第4版
出版日: 2024年07月16日
発行: Berg Insight
ページ情報: 英文 225 Pages
納期: 即日から翌営業日
GIIご利用のメリット
  • 全表示
  • 概要
  • 図表
  • 目次
概要

欧州の専用充電スタンドの総稼働台数は、2023年の780万台から2028年までに2,630万台に達すると予測され、CAGRで28％の増加が見込まれます。北米では、専用充電スタンドの総稼働台数は2023年の340万台から2028年までに1,530万台に達すると予測され、CAGRで35%の成長が推定されます。この数字には、民間、半公共、公共の充電スタンドが含まれます。これらの2地域の充電スタンドのうち、約340万ヶ所が2023年にセルラー接続でモニターされました。

当レポートでは、欧州・北米のEV充電インフラ市場について調査分析し、主要企業30社へのインタビューから得られた知見や、EV充電インフラに関する最新のデータ、バリューチェーンと主な用途の解説、市場動向と主な発展の詳細な分析などを提供しています。

目次

図表のリスト

エグゼクティブサマリー

第1章 欧州と北米におけるEV充電

  • 電気自動車市場
    • 車両タイプ
    • 欧州の電気自動車市場
    • 北米の電気自動車市場
  • 欧州のEV充電インフラ
  • 北米のEV充電インフラ
  • 市場参入企業
    • 充電スタンド事業者（CPO）
    • eモビリティサービスプロバイダー（eMSP）
    • ハードウェア/ソフトウェアプロバイダー

第2章 充電技術と規格

  • 電気自動車の充電
    • AC、DC
    • 充電方式、レベル
    • 熱管理
    • バッテリー容量、充電時間
  • コネクター規格
    • Type 1/SAE J1772
    • North American Charging Standard（Tesla）/SAE J3400
    • Type 2/IEC 62196
    • Combined Charging System（CCS）
    • CHAdeMO
    • GB/T
  • 接続性、管理ソフトウェア
    • セルラーIoTゲートウェイ、ルーター、モデム
    • Open Charge Point Protocol（OCPP）
    • 充電ステーション管理ソフトウェア
  • 決済ソリューション
    • モバイル決済、RFIDタグ
    • ISO 15118 - プラグアンドチャージ
    • オートチャージ
    • 決済端末

第3章 充電スタンド事業者

  • 欧州
    • Allego
    • Atlante
    • Be Charge
    • BP Pulse
    • CEZ Group
    • E.ON Group
    • EnBW
    • Eneco eMobility
    • Enel X (Enel Group)
    • Equans (Bouygues Group)
    • ESB Group
    • Fastned
    • Freshmile
    • Iberdrola Group
    • InstaVolt
    • Ionity
    • Izivia (EDF)
    • Jolt Energy
    • Mer (Statkraft)
    • Powerdot
    • Recharge
    • Shell Recharge Solutions
    • TotalEnergies
    • Vattenfall Group
  • 北米
    • Blink Charging
    • Electrify America
    • Electrify Canada
    • EVgo
    • Francis Energy
    • Hydro-Quebec
    • It's Electric
    • Tesla
    • Voltpost
    • ZEF Energy

第4章 ハードウェア/ソフトウェアプロバイダー

  • 欧州
    • ABB
    • ADS-TEC Energy
    • Alfen
    • Alpitronic
    • Amina Charging
    • AMPECO
    • Charge Amps
    • Chargecloud
    • ChargeNode
    • Circontrol
    • Compleo Charging Solutions
    • CTEK
    • DBT Group
    • Driivz
    • E-Totem
    • Easee
    • Eaton
    • Efacec
    • Ekoenergetyka
    • Elli
    • EnerCharge
    • eNovates
    • EO Charging
    • EVBox (Engie)
    • Evtec
    • Garo
    • Gnrgy
    • GreenFlux
    • Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • I-charging
    • IES Synergy
    • Ingeteam
    • Juice Technology
    • KEBA
    • Kempower
    • Kostad
    • L-Charge
    • Landis+Gyr
    • Last Mile Solutions
    • Legrand
    • Mennekes Group
    • Ohme
    • Pod Point (EDF)
    • Rolec Services
    • Schneider Electric
    • Siemens
    • Smartlab
    • Teltonika
    • Tritium
    • Virta
    • Wallbox
    • Wirelane
    • Zaptec
  • 北米
    • Ampure
    • BorgWarner
    • BTC Power (E.ON)
    • ChargePoint
    • Dcbel Energy
    • Delta Electronics
    • Elmec
    • Enphase Energy
    • EV Connect
    • EvoCharge (Phillips & Temro)
    • EVPassport
    • Flo
    • FreeWire Technologies
    • InductEV
    • SK Signet
  • 追加のハードウェアベンダー

第5章 市場の分析と動向

  • 市場の分析
    • 市場予測
    • 地域市場の分析
    • 政府のインセンティブと投資
  • バリューチェーン分析
    • EV充電ハードウェアベンダー
    • ソフトウェアプロバイダー、充電スタンド事業者
    • 自動車産業の企業
    • 合併と買収
  • 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
    • コネクテッド充電ステーションのビジネスケースは向上し続けている
    • M&AがEV充電情勢の安定化を促進
    • 株式公開により成長資金へのアクセスが可能に
    • 欧州において公共充電とデスティネーションチャージングの需要が急増
    • オープンアーキテクチャがEV充電バリューチェーンを変える
    • モジュール設計がDC充電のケースを改良
    • 自動車OEMがEV採用の障壁を下げるため、ブランド化されたeMSPサービスを提供
    • 急速充電は都市部でも普及
    • 大型商用車の充電が新たなセグメントとして登場
    • 都市の既存の電気設備を利用した新しいEV充電コンセプト
  • 頭字語と略語のリスト
図表

List of Figures

  • Figure 1.1: EV fleet and new registrations (EU+EFTA+UK 2022/2023)
  • Figure 1.2: BEV fleet and new registrations (EU+EFTA+UK 2022/2023)
  • Figure 1.3: PHEV fleet and new registrations (EU+EFTA+UK 2022/2023)
  • Figure 1.4: EV fleet and new registrations (North America 2022/2023)
  • Figure 1.5: BEV fleet and new registrations (North America 2022/2023)
  • Figure 1.6: PHEV fleet and new registrations (North America 2022/2023)
  • Figure 1.7: Public AC charging points (EU+EFTA+UK 2023)
  • Figure 1.8: Public DC charging points (EU+EFTA+UK 2023)
  • Figure 1.9: BEVs per public AC and DC charging points (EU+EFTA+UK 2023)
  • Figure 1.10: AC and DC charging points (North America 2023)
  • Figure 1.11: Electric vehicles per normal and fast charging points (North America 2022)
  • Figure 2.1: Charging using alternating current and direct current
  • 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 duration for a 90-kWh battery
  • Figure 2.6: Connector standards by geographical region
  • Figure 2.7: Approximate layout of the new MCS and ChaoJi connectors
  • Figure 2.8: Common features in cellular IoT gateways and routers
  • Figure 2.9: Examples of routers used in EV charging applications
  • Figure 2.10: Overview of a cluster configuration
  • Figure 2.11: Example of a dashboard for management of charging operations
  • Figure 2.12: Example of RFID card and tag
  • Figure 2.13: Examples of payment terminals for EV charging stations
  • Figure 3.1: An Allego fast charging location
  • Figure 3.2: Enel X Way'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' AC wallbox and Media charger
  • Figure 3.7: The Blink Series 9 DC charging station and EQ 200 AC wallbox
  • Figure 3.8: A Francis Energy charging station
  • Figure 3.9: Tesla's Supercharger
  • Figure 3.10: Tesla's Wall Connector
  • Figure 3.11: Voltpost charging station
  • Figure 4.1: The Terra AC wallbox and Terra 360 from ABB E-mobility
  • Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox
  • Figure 4.3: The Hypercharger HYC400
  • Figure 4.4: The Amina S wallbox from Amina Charging
  • Figure 4.5: The Raption Compact 160 charger
  • Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
  • Figure 4.7: The Driivz suite dashboard
  • Figure 4.8: The Easee Charge Max wallbox
  • Figure 4.9: The ECC400 and DCPillar450 from EnerCharge
  • Figure 4.10: Troniq Modular and BusinessLine Double from EVBox
  • Figure 4.11: Juice Booster 3 with connector and adapters
  • Figure 4.12: KeContact P40 and M20 from KEBA
  • Figure 4.13: Kempower Satellite and Station Charger
  • Figure 4.14: Unity22 and Unity360 from Kostad
  • Figure 4.15: The INCH Pro from Landis+Gyr EV solutions
  • Figure 4.16: Ecotap's Homebox and DC180 chargers
  • Figure 4.17: E-mobility Gateway and Amtron Compact from Mennekes
  • Figure 4.18: Siemens VersiCharge wallbox
  • Figure 4.19: Teltonika's TeltoCharge
  • Figure 4.20: The Tritium RT50
  • Figure 4.21: Quasar 2 from Wallbox
  • Figure 4.22: Next and TurboDX from Ampure
  • Figure 4.23: The Gen 4 All-in-One and Public Dispenser EV chargers
  • Figure 4.24: ChargePoint Home and Express
  • Figure 4.25: The Ara home energy station from Dcbel
  • Figure 4.26: Flo Home X6 and Flo Ultra
  • Figure 4.27: The FreeWire Boost Power Pro with integrated energy storage
  • Figure 4.28: Additional hardware suppliers
  • Figure 5.1: Installed base and shipments of charging points (Europe 2023-2028)
  • Figure 5.2: Connected charging points by technology (Europe 2023-2028)
  • Figure 5.3: Market value by segment (Europe 2023-2028)
  • Figure 5.4: Installed base and shipments in major European markets (2023-2028)
  • Figure 5.5: Installed base and shipments of charging points (North America 2023-2028)
  • Figure 5.6: Connected charging points by technology (North America 2023-2028)
  • Figure 5.7: Market value by segment (North America 2023-2028)
  • Figure 5.8: Policies active in major electric vehicle countries in Europe (Q2-2024)
  • Figure 5.9: Installed base of charging points by vendor (Europe Q2-2024)
  • Figure 5.10: Installed base of DC charging stations by vendor (Europe Q2-2024)
  • Figure 5.11: Installed base of charging points by vendor (North America Q2-2024)
  • Figure 4.1: The Terra AC wallbox and Terra 360 from ABB E-mobility
  • Figure 4.2: ADS-TEC Energy's ChargePost and ChargeBox
  • Figure 4.3: The Hypercharger HYC400
  • Figure 4.4: The Amina S wallbox from Amina Charging
  • Figure 4.5: The Raption Compact 160 charger
  • Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK
  • Figure 4.7: The Driivz suite dashboard
  • Figure 4.8: The Easee Charge Max wallbox
  • Figure 4.9: The ECC400 and DCPillar450 from EnerCharge
  • Figure 4.10: Troniq Modular and BusinessLine Double from EVBox
  • Figure 4.11: Juice Booster 3 with connector and adapters
  • Figure 4.12: KeContact P40 and M20 from KEBA
  • Figure 4.13: Kempower Satellite and Station Charger
  • Figure 4.14: Unity22 and Unity360 from Kostad
  • Figure 4.15: The INCH Pro from Landis+Gyr EV solutions
  • Figure 4.16: Ecotap's Homebox and DC180 chargers
  • Figure 4.17: E-mobility Gateway and Amtron Compact from Mennekes
  • Figure 4.18: Siemens VersiCharge wallbox
  • Figure 4.19: Teltonika's TeltoCharge
  • Figure 4.20: The Tritium RT50
  • Figure 4.21: Quasar 2 from Wallbox
  • Figure 4.22: Next and TurboDX from Ampure
  • Figure 4.23: The Gen 4 All-in-One and Public Dispenser EV chargers
  • Figure 4.24: ChargePoint Home and Express
  • Figure 4.25: The Ara home energy station from Dcbel
  • Figure 4.26: Flo Home X6 and Flo Ultra
  • Figure 4.27: The FreeWire Boost Power Pro with integrated energy storage
  • Figure 4.28: Additional hardware suppliers
  • Figure 5.1: Installed base and shipments of charging points (Europe 2023-2028)
  • Figure 5.2: Connected charging points by technology (Europe 2023-2028)
  • Figure 5.3: Market value by segment (Europe 2023-2028)
  • Figure 5.4: Installed base and shipments in major European markets (2023-2028)
  • Figure 5.5: Installed base and shipments of charging points (North America 2023-2028)
  • Figure 5.6: Connected charging points by technology (North America 2023-2028)
  • Figure 5.7: Market value by segment (North America 2023-2028)
  • Figure 5.8: Policies active in major electric vehicle countries in Europe (Q2-2024)
  • Figure 5.9: Installed base of charging points by vendor (Europe Q2-2024)
  • Figure 5.10: Installed base of DC charging stations by vendor (Europe Q2-2024)
  • Figure 5.11: Installed base of charging points by vendor (North America Q2-2024)
  • Figure 5.12: Installed base of DC charging stations by vendor (North America Q2-2024)
  • Figure 5.13: Connected charging points by software vendor (Europe Q2-2024)
  • Figure 5.14: Connected charging points by software vendor (North America Q2-2024)
  • Figure 5.15: Public charging networks (North America Q2-2024)
  • Figure 5.16: Public DC charging networks (North America Q2-2024)
  • Figure 5.17: M&As among companies active in EV charging (2017-2024)
  • Figure 5.18: lPOs and listings via SPAC mergers (2014-2024)
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 28 percent from 7.8 million in 2023 to 26.3 million by 2028. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 3.4 million in 2023 to reach 15.3 million in 2028, growing at a CAGR of 35 percent. These numbers include private, semi-public and public charging points. About 3.4 million of these charging points in the two regions were monitored via cellular connections in 2023. 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 34 charge point operators (CPOs).
  • Market forecasts lasting until 2028.

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 28 percent from 7.8 million in 2023 to 26.3 million by 2028. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 3.4 million in 2023 to reach 15.3 million in 2028, growing at a CAGR of 35 percent. These numbers include private, semi-public and public charging points. About 3.4 million of these charging points in the two regions were monitored via cellular connections in 2023. 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 34 charge point operators (CPOs).
  • Market forecasts lasting until 2028.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. EV Charging in Europe and North America

  • 1.1. The electric vehicle market
    • 1.1.1. Vehicle types
    • 1.1.2. The electric vehicle market in Europe
    • 1.1.3. The electric vehicle market in North America
  • 1.2. EV charging infrastructure in Europe
  • 1.3. EV charging infrastructure in North America
  • 1.4. Market players
    • 1.4.1. Charge point operators (CPOs)
    • 1.4.2. E-mobility service providers (eMSPs)
    • 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. Heat management
    • 2.1.4. Battery capacity and charging time
  • 2.2. Connector Standards
    • 2.2.1. Type 1/SAE J1772
    • 2.2.2. North American Charging Standard (Tesla)/SAE J3400
    • 2.2.3. Type 2/IEC 62196
    • 2.2.4. Combined charging system (CCS)
    • 2.2.5. CHAdeMO
    • 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 - Plug & Charge
    • 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. BP Pulse
    • 3.1.5. CEZ Group
    • 3.1.6. E.ON Group
    • 3.1.7. EnBW
    • 3.1.8. Eneco eMobility
    • 3.1.9. Enel X (Enel Group)
    • 3.1.10. Equans (Bouygues 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. Powerdot
    • 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-Quebec
    • 3.2.7. It's Electric
    • 3.2.8. Tesla
    • 3.2.9. Voltpost
    • 3.2.10. ZEF Energy

4. Hardware and Software Providers

  • 4.1. Europe
    • 4.1.1. ABB
    • 4.1.2. ADS-TEC Energy
    • 4.1.3. Alfen
    • 4.1.4. Alpitronic
    • 4.1.5. Amina Charging
    • 4.1.6. AMPECO
    • 4.1.7. Charge Amps
    • 4.1.8. Chargecloud
    • 4.1.9. ChargeNode
    • 4.1.10. Circontrol
    • 4.1.11. Compleo Charging Solutions
    • 4.1.12. CTEK
    • 4.1.13. DBT Group
    • 4.1.14. Driivz
    • 4.1.15. E-Totem
    • 4.1.16. Easee
    • 4.1.17. Eaton
    • 4.1.18. Efacec
    • 4.1.19. Ekoenergetyka
    • 4.1.20. Elli
    • 4.1.21. EnerCharge
    • 4.1.22. eNovates
    • 4.1.23. EO Charging
    • 4.1.24. EVBox (Engie)
    • 4.1.25. Evtec
    • 4.1.26. Garo
    • 4.1.27. Gnrgy
    • 4.1.28. GreenFlux
    • 4.1.29. Heidelberg Amperfied (Heidelberg Druckmaschinen)
    • 4.1.30. I-charging
    • 4.1.31. IES Synergy
    • 4.1.32. Ingeteam
    • 4.1.33. Juice Technology
    • 4.1.34. KEBA
    • 4.1.35. Kempower
    • 4.1.36. Kostad
    • 4.1.37. L-Charge
    • 4.1.38. Landis+Gyr
    • 4.1.39. Last Mile Solutions
    • 4.1.40. Legrand
    • 4.1.41. Mennekes Group
    • 4.1.42. Ohme
    • 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. Wirelane
    • 4.1.53. Zaptec
  • 4.2. North America
    • 4.2.1. Ampure
    • 4.2.2. BorgWarner
    • 4.2.3. BTC Power (E.ON)
    • 4.2.4. ChargePoint
    • 4.2.5. Dcbel Energy
    • 4.2.6. Delta Electronics
    • 4.2.7. Elmec
    • 4.2.8. Enphase Energy
    • 4.2.9. EV Connect
    • 4.2.10. EvoCharge (Phillips & Temro)
    • 4.2.11. EVPassport
    • 4.2.12. Flo
    • 4.2.13. FreeWire Technologies
    • 4.2.14. InductEV
    • 4.2.15. 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 branded eMSP services to lower barriers to EV adoption
    • 5.3.9. Fast charging gains presence also in more urban locations
    • 5.3.10. Heavy commercial vehicle charging emerges as a new segment
    • 5.3.11. New EV charging concepts using existing electrical installations in cities
  • List of Acronyms and Abbreviations