サンプル依頼リスト カート
  • English
  • Korean
  • Traditional Chinese
  • Simplified Chinese
表紙：欧州と北米の大型商用車充電インフラ、第2版
市場調査レポート
商品コード
1649582

欧州と北米の大型商用車充電インフラ、第2版

Charging Infrastructure for Heavy Commercial Vehicles in Europe and North America, 2nd Edition

出版日
発行
Berg Insight
ページ情報
英文 240 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=163.67円
欧州と北米の大型商用車充電インフラ、第2版
出版日: 2025年02月04日
発行: Berg Insight
ページ情報: 英文 240 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

欧州の専用充電ポイントの総稼働台数は、2023年の1万4,000台から2031年までに34万5,000台に達すると予測され、CAGRで49%の成長が見込まれます。北米では、専用充電ポイントの総稼働台数は2023年の9,000台から2031年に196,000台に達すると推定され、CAGRで47%の成長が見込まれます。この数字には、公共充電ポイントと非公共充電ポイントの両方が含まれます。充電ステーションは、Wi-Fiや4G/5Gセルラーなどの技術によって完全に接続され、スマートな充電管理が可能になると予測されます。

当レポートでは、欧州と北米の大型商用車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、市場の動向と発展の分析、企業のプロファイル、2031年までの市場予測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商用車充電

  • ユーザーセグメント
    • 大型商用車
    • バス
    • 建設機械
    • ユースケース
  • 電気商用車の範囲
  • 欧州の電気商用車充電インフラ
  • 北米の電気商用車充電インフラ
  • 電気商用車市場
    • 車両タイプ
    • 欧州の電気商用車市場
    • 北米の電気商用車市場
  • 充電戦略
    • デポ充電
    • 目的地課金
    • オポチュニティ充電
  • 市場参入企業
    • 充電ポイント業者（CPO）
    • 大型商用車OEM
    • 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とDC
    • 熱管理
  • バッテリー容量と充電時間
  • コネクター規格
    • Type 1
    • Type 2
    • Combined Charging System（CCS）
    • Megawatt Charging System（MCS）
    • North American Charging Standard（Tesla）
    • CHAdeMO
    • GB/T
    • パンタグラフ充電
    • 架空線充電
    • ワイヤレス充電
  • 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
    • Autocharge
    • 決済端末

第3章 自動車メーカー

  • BYD
  • Daimler Truck
    • Detroit Diesel
    • Freightliner
    • Thomas Built Buses
    • Rizon
    • Mercedes-Benz Trucks
  • Einride
  • Farizon Auto (Geely)
  • Iveco Group
  • Lion Electric
  • Nikola Corporation
  • PACCAR
    • Peterbilt
    • Kenworth
    • DAF
  • Quantron
  • Tesla
  • TRATON
    • TRATON Charging Solutions
    • Scania
    • MAN Truck & Bus
    • International Motors
  • Volta Trucks
  • Volvo Group
    • Volvo Trucks
    • Mack Trucks
    • Renault Trucks
    • Volvo Buses、Nova Bus
  • Windrose
  • Xos Trucks
  • 新規参入企業

第4章 充電ポイント業者

  • 欧州
    • BP Pulse
    • Circle K
    • E.ON
    • EnBW
    • Enel X
    • Engie Vianeo
    • Fastned
    • GOFAST
    • Iberdrola
    • Ionity
    • Kople
    • Milence
    • Nimbnet
    • Rifil
    • Shell Recharge Solutions
    • Uno-X Mobility
    • Vattenfall
  • 北米
    • Blink Charging
    • ChargePoint
    • Electrify America
    • EVgo
    • Forum Mobility
    • Greenlane
    • Hydro-Quebec
    • Terawatt Infrastructure
    • WattEV
  • 追加のCPO

第5章 ハードウェア・ソフトウェアプロバイダー

  • 欧州
    • ABB E-mobility
    • ADS-TEC Energy
    • Alpitronic (Hypercharger)
    • AMPECO
    • Charge-V
    • Circontrol
    • Driivz
    • E-Totem
    • Efacec
    • Ekoenergetyka
    • EnerCharge (KEBA)
    • Enersense
    • Euroloop
    • EVBox
    • Evtec
    • GreenFlux
    • i-charging
    • IES Synergy
    • Ingeteam
    • Kempower
    • Kostad
    • L-Charge
    • Last Mile Solutions
    • Legrand
    • Optimile
    • Power Electronics
    • RetailSonar
    • Siemens
    • Tritium
    • Twaice
    • Virta
  • 北米
    • BorgWarner
    • BTC POWER (E.ON)
    • Camber
    • Delta Electronics
    • Detroit Diesel Corporation (Daimler Truck)
    • EV Connect
    • EverCharge
    • EvGateway
    • FreeWire Technologies
    • Geotab
    • InCharge Energy
    • Noodoe
    • SK Signet
    • Tellus Power Green
  • 追加のハードウェアソフトウェアプロバイダー

第6章 初期のユースケース

  • DFDS、Volvo Trucksと共同でAB路線を電化
  • Tesla、ペプシコにTesla Semi50台を納入
  • MTA、ニューヨーク市のバス交通を電化へ
  • Boliden、鉱山へ地下電気トラックを展開
  • ARC、コペンハーゲンでScaniaの電気ゴミ収集車を運行
  • Schneider、Freightlinerの電気自動車eCascadiaを100台近く追加
  • DSV、Volvoの電気トラック300台を発注

第7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
    • 欧州の政府のインセンティブと投資
    • 北米の政府のインセンティブと投資
  • バリューチェーン分析
    • DC充電ハードウェアプロバイダー
    • ソフトウェアプロバイダー、充電ポイント業者
    • 商用車OEM
    • 合併と買収
  • 市場の促進要因と障壁
    • 促進要因
    • 障壁
  • 市場動向
    • 公共の移動中と目的地での充電の需要が急速に増加
    • 電気商用車市場は急成長を続けている
    • 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
    • モジュール設計によりDC充電のケースが改善される
    • 電気TaaS（Trucking-as-a-Service）は魅力的なモデルである
    • バッテリーバッファー充電はグリッド接続の問題を解決できる
    • 新規市場参入企業がEV充電バリューチェーンを強化
  • 頭字語と略語のリスト
図表

List of Figures

  • Figure 1.1: The number of needed public and destination chargers for CVs (EU27+UK)
  • Figure 1.2: Required public and destination chargers for CVs Class 4-8 (North America)
  • Figure 1.3: Energy battery prices (2020-2030)
  • Figure 1.4: Registered medium and heavy CVs by fuel type (Europe 2022)
  • Figure 1.5: Total number of active N2 & N3 BEV trucks by country (EU27+EFTA+UK)
  • Figure 1.6: Truck classes and examples of vehicles
  • Figure 1.7: Registered medium and heavy CVs by fuel type (North America 2023)
  • Figure 1.8: Total number of active Class 2B-8 BEV trucks (North America 2019-2023)
  • Figure 2.1: Alternative Current (AC) and Direct Current (DC) charging
  • Figure 2.2: Examples of battery capacity for different truck models
  • Figure 2.3: Theoretical charging times for a 500 kWh battery
  • Figure 2.4: Type 1 connector and socket
  • Figure 2.5: Type 2 connector and socket
  • Figure 2.6: CCS-1 and CCS-2 connectors and sockets
  • Figure 2.7: Layout of the MCS connector
  • Figure 2.8: NACS (Tesla) connector and plug
  • Figure 2.9: CHAdeMO connector and socket and outline of the ChaoJi connector
  • Figure 2.10: GB/T standard connectors and sockets for AC and DC charging
  • Figure 2.11: Variants of pantograph charging
  • Figure 2.12: Common features in cellular IoT gateways and routers
  • Figure 2.13: Examples of routers used in EV charging applications
  • Figure 2.14: Overview of a cluster configuration
  • Figure 2.15: Example of a dashboard for management of charging operations
  • Figure 2.16: Example of RFID card and tag
  • Figure 2.17: Examples of payment terminals for EV charging stations
  • Figure 3.1: Freightliner eCascadia
  • Figure 3.2: Tesla Semi trucks
  • Figure 3.3: Scania electric truck and ABB charging station
  • Figure 3.4: Volvo FH Aero Electric
  • Figure 3.5: List of emerging actors
  • Figure 4.1: BP Pulse charging corridor for commercial vehicles
  • Figure 4.2: Circle K charging station in Gothenburg
  • Figure 4.3: EnBW truck charging park
  • Figure 4.4: GOFAST commercial vehicle charging station
  • Figure 4.5: EVgo chargers for heavy-duty appliances
  • Figure 4.6: Greenlane truck charging station
  • Figure 4.7: Terawatt Infrastructure charging station
  • Figure 4.8: Additional CPOs
  • Figure 5.1: The new A400 from ABB
  • Figure 5.2: ADS-TEC Energy's ChargePost and ChargeBox options and dispenser
  • Figure 5.3: The Hypercharger HYC400
  • Figure 5.4: Sat 1500 MCS and Axon Side 360 from Ekoenergetyka
  • Figure 5.5: The ECC400 and DCPillar450 from EnerCharge
  • Figure 5.6: Troniq Modular from EVBox
  • Figure 5.7: Kempower Station Charger and Mega Satellite with MCS connector
  • Figure 5.8: Unity360 from Kostad
  • Figure 5.9: Ecotap DC180 charger with a cable management solution
  • Figure 5.10: The Tritium RT350
  • Figure 5.11: Twaice battery health estimation and end-of-life prediction
  • Figure 5.12: The Gen 4 All-in-One and Public Dispenser EV chargers
  • Figure 5.13: Geotab's MyGeotab Fleet and Asset management platform
  • Figure 5.14: Additional hardware and software providers
  • Figure 6.1: DFDS electric trucks from Volvo Trucks
  • Figure 6.2: Delivery of Tesla Semis to PepsiCo
  • Figure 6.3: Nova Bus model LFSe+ for MTA in New York
  • Figure 6.4: Volvo FH Electric in Boliden mine
  • Figure 6.5: Scania Electric refuse truck in Copenhagen
  • Figure 6.6: The Volvo FH Aero Electric
  • Figure 7.1: Installed base and shipments of charging points (Europe 2023-2031)
  • Figure 7.2: Connected charging points by technology (Europe 2023-2031)
  • Figure 7.3: Installed base and shipments of charging points (North America 2023-2031)
  • Figure 7.4: Connected charging points by technology (North America 2023-2031)
  • Figure 7.5: Reduction targets for different vehicle types in Europe (2025-2040)
  • Figure 7.6: Distance targets for electric truck and bus recharging stations
  • Figure 7.7: Examples of charging infrastructure incentives in European countries
  • Figure 7.8: Examples of subsidies aimed at electric CVs in the EU
  • Figure 7.9: Estimated targets for recharging stations for electric commercial vehicles
  • Figure 7.10: Geographical presence of the leading DC hardware providers
  • Figure 7.11: Installed base of DC charging stations by vendor (Europe Q4-2024)
  • Figure 7.12: Installed base of DC charging stations by vendor (North America Q4-2024)
  • Figure 7.13: M&As related to heavy commercial vehicle charging (2021-2024)
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 49 percent from 14,000 in 2023 to 345,000 by 2031. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 9,000 in 2023 to reach 196,000 in 2031, growing at a CAGR of 47 percent. These numbers include both public and non-public charging points. Charging stations are expected to be fully connected through technologies like Wi-Fi and 4G/5G cellular, allowing for smart charging management. 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 heavy commercial vehicle 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 45 companies offering EV charging hardware and software.
  • Profiles of 26 charge point operators (CPOs).
  • Profiles of 26 electric heavy commercial vehicle OEMs.
  • Market forecasts lasting until 2031.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Commercial Vehicle Charging in Europe and North America

  • 1.1. User segments
    • 1.1.1. Heavy commercial vehicles
    • 1.1.2. Buses
    • 1.1.3. Construction equipment
    • 1.1.4. Use cases
  • 1.2. Electric commercial vehicle range
  • 1.3. Electric commercial vehicle charging infrastructure in Europe
  • 1.4. Electric commercial vehicle charging infrastructure in North America
  • 1.5. The electric commercial vehicle market
    • 1.5.1. Vehicle types
    • 1.5.2. The electric commercial vehicle market in Europe
    • 1.5.3. The electric commercial vehicle market in North America
  • 1.6. Charging strategies
    • 1.6.1. Depot charging
    • 1.6.2. Destination charging
    • 1.6.3. Opportunity charging
  • 1.7. Market players
    • 1.7.1. Charge point operators (CPOs)
    • 1.7.2. Heavy commercial vehicle OEMs
    • 1.7.3. Hardware and software providers

2. Charging Technologies and Standards

  • 2.1. Electric vehicle charging
    • 2.1.1. AC and DC
    • 2.1.2. Heat management
  • 2.2. Battery capacity and charging time
  • 2.3. Connector standards
    • 2.3.1. Type 1
    • 2.3.2. Type 2
    • 2.3.3. Combined Charging System (CCS)
    • 2.3.4. Megawatt Charging System (MCS)
    • 2.3.5. North American Charging Standard (Tesla)
    • 2.3.6. CHAdeMO
    • 2.3.7. GB/T
    • 2.3.8. Pantograph charging
    • 2.3.9. Overhead catenary charging
    • 2.3.10. Wireless charging
  • 2.4. Connectivity and management software
    • 2.4.1. Cellular IoT gateways, routers and modems
    • 2.4.2. The Open Charge Point Protocol (OCPP)
    • 2.4.3. Charging station management software
  • 2.5. Payment solutions
    • 2.5.1. Mobile payments and RFID tags
    • 2.5.2. ISO 15118
    • 2.5.3. Autocharge
    • 2.5.4. Payment terminals

3. Vehicle Manufacturers

  • 3.1. BYD
  • 3.2. Daimler Truck
    • 3.2.1. Detroit Diesel
    • 3.2.2. Freightliner
    • 3.2.3. Thomas Built Buses
    • 3.2.4. Rizon
    • 3.2.5. Mercedes-Benz Trucks
  • 3.3. Einride
  • 3.4. Farizon Auto (Geely)
  • 3.5. Iveco Group
  • 3.6. Lion Electric
  • 3.7. Nikola Corporation
  • 3.8. PACCAR
    • 3.8.1. Peterbilt
    • 3.8.2. Kenworth
    • 3.8.3. DAF
  • 3.9. Quantron
  • 3.10. Tesla
  • 3.11. TRATON
    • 3.11.1. TRATON Charging Solutions
    • 3.11.2. Scania
    • 3.11.3. MAN Truck & Bus
    • 3.11.4. International Motors
  • 3.12. Volta Trucks
  • 3.13. Volvo Group
    • 3.13.1. Volvo Trucks
    • 3.13.2. Mack Trucks
    • 3.13.3. Renault Trucks
    • 3.13.4. Volvo Buses and Nova Bus
  • 3.14. Windrose
  • 3.15. Xos Trucks
  • 3.16. Emerging actors

4. Charge Point Operators

  • 4.1. Europe
    • 4.1.1. BP Pulse
    • 4.1.2. Circle K
    • 4.1.3. E.ON
    • 4.1.4. EnBW
    • 4.1.5. Enel X
    • 4.1.6. Engie Vianeo
    • 4.1.7. Fastned
    • 4.1.8. GOFAST
    • 4.1.9. Iberdrola
    • 4.1.10. Ionity
    • 4.1.11. Kople
    • 4.1.12. Milence
    • 4.1.13. Nimbnet
    • 4.1.14. Rifil
    • 4.1.15. Shell Recharge Solutions
    • 4.1.16. Uno-X Mobility
    • 4.1.17. Vattenfall
  • 4.2. North America
    • 4.2.1. Blink Charging
    • 4.2.2. ChargePoint
    • 4.2.3. Electrify America
    • 4.2.4. EVgo
    • 4.2.5. Forum Mobility
    • 4.2.6. Greenlane
    • 4.2.7. Hydro-Quebec
    • 4.2.8. Terawatt Infrastructure
    • 4.2.9. WattEV
  • 4.3. Additional CPOs

5. Hardware and Software Providers

  • 5.1. Europe
    • 5.1.1. ABB E-mobility
    • 5.1.2. ADS-TEC Energy
    • 5.1.3. Alpitronic (Hypercharger)
    • 5.1.4. AMPECO
    • 5.1.5. Charge-V
    • 5.1.6. Circontrol
    • 5.1.7. Driivz
    • 5.1.8. E-Totem
    • 5.1.9. Efacec
    • 5.1.10. Ekoenergetyka
    • 5.1.11. EnerCharge (KEBA)
    • 5.1.12. Enersense
    • 5.1.13. Euroloop
    • 5.1.14. EVBox
    • 5.1.15. Evtec
    • 5.1.16. GreenFlux
    • 5.1.17. i-charging
    • 5.1.18. IES Synergy
    • 5.1.19. Ingeteam
    • 5.1.20. Kempower
    • 5.1.21. Kostad
    • 5.1.22. L-Charge
    • 5.1.23. Last Mile Solutions
    • 5.1.24. Legrand
    • 5.1.25. Optimile
    • 5.1.26. Power Electronics
    • 5.1.27. RetailSonar
    • 5.1.28. Siemens
    • 5.1.29. Tritium
    • 5.1.30. Twaice
    • 5.1.31. Virta
  • 5.2. North America
    • 5.2.1. BorgWarner
    • 5.2.2. BTC POWER (E.ON)
    • 5.2.3. Camber
    • 5.2.4. Delta Electronics
    • 5.2.5. Detroit Diesel Corporation (Daimler Truck)
    • 5.2.6. EV Connect
    • 5.2.7. EverCharge
    • 5.2.8. EvGateway
    • 5.2.9. FreeWire Technologies
    • 5.2.10. Geotab
    • 5.2.11. InCharge Energy
    • 5.2.12. Noodoe
    • 5.2.13. SK Signet
    • 5.2.14. Tellus Power Green
  • 5.3. Additional hardware and software providers

6. Early Use Cases

  • 6.1. DFDS electrifies A-B routes together with Volvo Trucks
  • 6.2. Tesla delivers 50 Tesla Semis to PepsiCo
  • 6.3. MTAs road to electrify bus-traffic in New York City
  • 6.4. Boliden deploys underground electric trucks for mining
  • 6.5. ARC operates Scania electric refuse trucks in Copenhagen
  • 6.6. Schneider adds close to 100 electric Freightliner eCascadia
  • 6.7. DSV orders 300 electric Volvo trucks

7. Market Analysis and Trends

  • 7.1. Market analysis
    • 7.1.1. Market forecasts
    • 7.1.2. Regional market analysis
    • 7.1.3. Government incentives and investments in Europe
    • 7.1.4. Government incentives and investments in North America
  • 7.2. Value chain analysis
    • 7.2.1. DC charging hardware providers
    • 7.2.2. Software providers and charge point operators
    • 7.2.3. Commercial vehicle OEMs
    • 7.2.4. Mergers and acquisitions
  • 7.3. Market drivers and barriers
    • 7.3.1. Drivers
    • 7.3.2. Barriers
  • 7.4. Market trends
    • 7.4.1. Demand for public en route and destination charging to increase rapidly
    • 7.4.2. The electric commercial vehicle market continues to grow fast
    • 7.4.3. Open architectures alter the EV charging value chain
    • 7.4.4. A modular design improves the case for DC charging
    • 7.4.5. Electric Trucking-as-a-Service (TaaS) is an attractive model
    • 7.4.6. Battery buffered charging can solve grid connectivity issues
    • 7.4.7. New market entrants enrich the EV charging value chain
  • List of Acronyms and Abbreviations