電気バス向けコネクテッドインフラ - 第3版

欧州と北米における電気バス向け公共交通ITSの総市場規模は、2024年の1億5,010万ユーロから2029年までに4億6,070万ユーロに達すると予測されます。また、電気バス向け充電ステーションの市場規模は、2024年の5億730万ユーロから2029年までに15億ユーロに成長すると推定されます。

当レポートでは、電気バス向けコネクテッド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、欧州と北米の電気バスフリートに関する新しいデータ、ベンダーのプロファイル、2029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 欧州と北米の公共交通機関

• 旅客輸送の輸送手段分担
• バスフリートと公共交通機関の利用
• 電気自動車のタイプと電気バスフリートの統計
  • ハイブリッド電気自動車
  • プラグインハイブリッド電気自動車
  • バッテリー電気自動車
  • 電気バスフリートの統計
• 電気バス・コーチOEMの市場シェア
• 公共交通機関における組織と契約
  • 欧州の法的枠組み
  • 北米の法的枠組み
  • 組織形式と地域差

第2章 ITSの技術とソリューション

• 公共交通ITSインフラ
  • 車両セグメント
  • ロードサイドセグメント
  • バックオフィスセグメント
  • 旅行者セグメント
  • GNSSセグメント
  • ネットワークセグメント
• 公共交通管理
  • 計画・スケジューリングツール
  • コンピューター支援ディスパッチシステム
  • 交通信号優先
  • デポ管理
• 旅行者管理
  • 乗客情報
  • エンターテインメント
  • 運賃の決済
• ドライバー管理
  • 運転データの登録と分析
  • ビデオベースドライバーモニタリング
  • 保険リスク管理
• 車両管理
  • 車両診断とメンテナンス計画
  • 車載セキュリティソリューション
• 充電ステーション管理
  • ステーション管理
  • エネルギー管理
  • オープンチャージポイントプロトコル（OCPP）

第3章 充電技術と規格

• 電気自動車の充電
  • AC・DC
  • 充電方式とレベル
• コネクター規格
  • Type 1
  • Type 2
  • Combined Charging System（CCS）
  • Megawatt Charging System（MCS）
  • 北米の充電規格（Tesla）
  • CHAdeMO
  • GB/T
• 電気バスの充電
  • OppCharge
  • デポ充電
  • オポチュニティ充電
  • バッテリー容量と充電時間

第4章 市場予測と動向

• 市場の分析
  • 電気バスの予測
  • 市場金額の予測 - 電気バス向け公共交通ITS
  • 市場金額の予測 - バス充電ステーション
• バリューチェーン分析
  • 自動車産業の企業
  • ITS・テレマティクス産業の企業
  • 充電ステーション産業の企業
• 産業動向
  • オープンアーキテクチャがITSバリューチェーンを変える
  • 公共交通機関の運営にはコネクテッド充電ステーションが必須
  • オポチュニティ充電が再び勢いを増す
  • 新規参入企業によりバスOEM間の競合が激化
  • 相互運用性を向上させる規格は電気バス市場に不可欠である
  • 経済の不確実性にもかかわらず、電気バス市場は成長を続けている
  • 電気バスフリートにとってエネルギー供給はますます重要な問題となる
  • 集中型パワーキャビネットは電気フリートデポのスペースとコストを節約できる可能性がある
  • サイバーセキュリティの重要性の高まり

第5章 OEMの製品と戦略

• Bluebus (Bollore Group)
• BYD
• CaetanoBus (Salvador Caetano Group)
• Daimler Truck
  • Mercedes-Benz
  • Thomas Built Buses
• Ebusco
• Gillig
• Irizar e-mobility (Irizar Group)
• Iveco Group
• NFI Group
  • Alexander Dennis
  • New Flyer
  • Motor Coach Industries
• Phoenix Motor
• Rampini
• Solaris Bus and Coach
• Switch Mobility
• TRATON Group
  • International Motors
  • MAN Truck & Bus
  • Scania
• VDL Bus & Coach (VDL Groep)
• Volvo Group
• Wrightbus
• Yutong Group

第6章 アフターマーケットソリューションプロバイダー

• Actia
• Atron
• BP Pulse
• Clever Devices
• Consat Telematics
• EQUANS
• FARA (Modaxo)
• GIRO
• INIT
• IVU
• Optibus
• Pilotfish
• PSI Transcom
• Questar Auto Technologies
• Saga Tenix
• Sycada
• Telia Company
• Trapeze Group (Modaxo)
• Twaice
• Verkehrsautomatisierung Berlin (Hanning & Kahl)
• Vontas (Modaxo)
• Webfleet
• ZF

第7章 充電ステーションプロバイダー

• ABB E-Mobility
• BTC Power (E.ON)
• Camber
• ChargePoint
• Chargepoly
• Circontrol
• Efacec
• Ekoenergetyka
• Hitachi Energy
• IES Synergy
• InCharge Energy (ABB)
• Kempower
• SBRS (Shell Group)
• Siemens
• Tritium
• XCharge

第8章 ケーススタディ：電気バスプロジェクト

• Arriva
• Association du Transport Urbain du Quebec (ATUQ)
• Berliner Verkehrsbetriebe (BVG)
• Keolis
• Metropolitan Transport Authority (MTA)
• Nobina
• Qbuzz
• RATP Group
• Ruter
• Toronto Transit Commission (TTC)
• Transdev
• VR Group
• 頭字語と略語のリスト

List of Figures

• Figure 1.1: Modal split of passenger transport on land (EU25+EFTA+UK 2022)
• Figure 1.2: Modal split of passenger transport on land (North America 2022)
• Figure 1.3: Bus statistics - stock, new registrations & pkm/capita (EU25+EFTA+UK)
• Figure 1.4: Bus statistics - vehicle stock, new registrations & passenger-km (NA)
• Figure 1.5: Battery-electric buses - vehicle stock & new registrations (EU25+EFTA+UK)
• Figure 1.6: Battery-electric buses - vehicle stock & new registrations (North America)
• Figure 1.7: Electric bus & coach (>8t) market shares, by group & brand (Europe 2024)
• Figure 1.8: Electric transit buses (greater than or equal to 30 ft) built for APTA members, by brand (NA 2023)
• Figure 1.9: Overview of the national targets in the Clean Vehicles Directive
• Figure 2.1: Public transport ITS infrastructure overview
• Figure 2.2: Examples of on-board equipment installed in public transport vehicles
• Figure 2.3: ITS equipment in buses in the US (2024)
• Figure 2.4: Example of public transport ITS back-office segment
• Figure 2.5: Mobile network operators in Europe and North America (2024)
• Figure 2.6: Fare payment technologies
• Figure 2.7: Example of a dashboard for management of charging stations
• Figure 3.1: Charging using alternating current (left) and direct current (right)
• Figure 3.2: Charging modes
• Figure 3.3: Charging levels
• Figure 3.4: Type 1 connector and socket
• Figure 3.5: Type 2 connector and socket
• Figure 3.6: CCS-1 and CCS-2 connectors and sockets
• Figure 3.7: Layout of the MCS connector
• Figure 3.8: NACS (Tesla) connector and plug
• Figure 3.9: CHAdeMO connector and socket and outline of the ChaoJi connector
• Figure 3.10: GB/T standard connectors and sockets for AC and DC charging
• Figure 3.11: Overview of opportunity charging using pantograph
• Figure 3.12: Theoretical charging time for a 350-kWh battery
• Figure 4.1: Market forecast for electric buses (Europe and North America 2024-2029)
• Figure 4.2: Market value of public transport ITS for electric buses (Europe 2024-2029)
• Figure 4.3: Market value of public transport ITS for electric buses (NA 2024-2029)
• Figure 4.4: Market value for bus charging stations (Europe 2024-2029)
• Figure 4.5: Market value for bus charging stations (North America 2024-2029)
• Figure 4.6: OEM telematics strategies for electric buses
• Figure 4.7: Electric bus ITS providers in Europe and North America
• Figure 4.8: Charging station providers for buses (2024)
• Figure 5.1: The FleetLink dashboard from BYD
• Figure 5.2: Comparison of MAN eManager offerings
• Figure 6.1: Overview of the BP Pulse software's functionality
• Figure 6.2: IVN5 on-board computer from Clever Devices
• Figure 6.3: Overview over Consat's system
• Figure 6.4: Overview of INIT's solutions for electric vehicles
• Figure 6.5: Overview of IVU.suite
• Figure 6.6: Schematic of IVU electric bus solutions
• Figure 6.7: Optibus' platform for public transit scheduling and planning
• Figure 6.8: Pilotfish's Energy Economy sensor and driver trip report
• Figure 6.9: Overview of PSI Transcom's PSIeDMS start functionality
• Figure 6.10: View from Tenix Charge
• Figure 6.11: Telia Company's MIIPS 6520
• Figure 6.12: Overview of the Trapeze System
• Figure 6.13: Twaice battery health estimation and end-of-life prediction
• Figure 7.1: HVC150 and pantograph from ABB
• Figure 7.2: ChargePoint Express Plus featuring pantograph and DataHub
• Figure 7.3: Axon Side 360 and Sat 400 from Ekoenergetyka
• Figure 7.4: Keywatt S180 for buses from IES Synergy

This strategic research report from Berg Insight covers the latest trends and developments on the intelligent transportation system and charging station market for electric buses in public transport. The total market value of public transport ITS for electric buses in Europe and North America is forecasted to grow from Euro- 150.1 million in 2024 to reach Euro- 460.7 million by 2029. Berg Insight at the same time estimates that the charging station market value for electric buses to grow from Euro- 507.3 million in 2024 to Euro- 1.50 billion in 2029. Get up to date with the latest information about vendors, products and markets.

Highlights from the report:

• Insights from 30 new executive interviews with market leading companies.
• New data on electric bus fleets in Europe and North America.
• Comprehensive description of the electric bus ITS value chain and key applications.
• Profiles of 23 aftermarket ITS solution and 16 EV charging hardware vendors.
• Summary of 23 OEM propositions from electric bus brands.
• Case studies of 12 electric bus initiatives.
• In-depth analysis of market trends and key developments.
• Updated market forecasts lasting until 2029.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Public Transport in Europe and North America

• 1.1. Modal split of passenger transport
• 1.2. Bus fleets and public transport utilisation
• 1.3. Electric vehicle types and electric bus fleet statistics
  • 1.3.1. Hybrid electric vehicles
  • 1.3.2. Plug-in hybrid electric vehicles
  • 1.3.3. Battery electric vehicles
  • 1.3.4. Electric bus fleet statistics
• 1.4. Market shares for electric bus and coach OEMs
• 1.5. Organisation and contracting in public transport
  • 1.5.1. Legal framework in Europe
  • 1.5.2. Legal framework in North America
  • 1.5.3. Organisational forms and regional differences

2. ITS Technologies and Solutions

• 2.1. Public transport ITS infrastructure
  • 2.1.1. Vehicle segment
  • 2.1.2. Roadside segment
  • 2.1.3. Back-office segment
  • 2.1.4. Traveller segment
  • 2.1.5. GNSS segment
  • 2.1.6. Network segment
• 2.2. Public transport management
  • 2.2.1. Planning and scheduling tools
  • 2.2.2. Computer aided dispatch systems
  • 2.2.3. Traffic signal priority
  • 2.2.4. Depot management
• 2.3. Traveller management
  • 2.3.1. Passenger information
  • 2.3.2. Entertainment
  • 2.3.3. Fare payment
• 2.4. Driver management
  • 2.4.1. Driving data registration and analysis
  • 2.4.2. Video-based driver monitoring
  • 2.4.3. Insurance risk management
• 2.5. Vehicle management
  • 2.5.1. Vehicle diagnostics and maintenance planning
  • 2.5.2. On-board security solutions
• 2.6. Charging station management
  • 2.6.1. Station management
  • 2.6.2. Energy management
  • 2.6.3. The Open Charge Point Protocol (OCPP)

3. Charging Technologies and Standards

• 3.1. Electric vehicle charging
  • 3.1.1. AC and DC
  • 3.1.2. Charging modes and levels
• 3.2. Connector standards
  • 3.2.1. Type 1
  • 3.2.2. Type 2
  • 3.2.3. Combined Charging System (CCS)
  • 3.2.4. Megawatt Charging System (MCS)
  • 3.2.5. North American Charging Standard (Tesla)
  • 3.2.6. CHAdeMO
  • 3.2.7. GB/T
• 3.3. Electric bus charging
  • 3.3.1. OppCharge
  • 3.3.2. Depot charging
  • 3.3.3. Opportunity charging
  • 3.3.4. Battery capacity and charging time

4. Market Forecasts and Trends

• 4.1. Market analysis
  • 4.1.1. Electric bus forecast
  • 4.1.2. Market value forecast - public transport ITS for electric buses
  • 4.1.3. Market value forecast - bus charging stations
• 4.2. Value chain analysis
  • 4.2.1. Automotive industry players
  • 4.2.2. ITS and telematics industry players
  • 4.2.3. Charging station industry players
• 4.3. Industry trends
  • 4.3.1. Open architectures alter the ITS value chain
  • 4.3.2. Connected charging stations are a requirement for public transport operations
  • 4.3.3. Opportunity charging regains traction
  • 4.3.4. New entrants increase the competition among the bus OEMs
  • 4.3.5. Standards improving interoperability are essential for the electric bus market
  • 4.3.6. The electric bus market continues to grow despite economic uncertainty
  • 4.3.7. Energy supply will be an increasingly important issue for electric bus fleets
  • 4.3.8. Centralised power cabinets may save space and money in electric fleet depots
  • 4.3.9. The rising importance of cybersecurity

5. OEM Products and Strategies

• 5.1. Bluebus (Bollore Group)
• 5.2. BYD
• 5.3. CaetanoBus (Salvador Caetano Group)
• 5.4. Daimler Truck
  • 5.4.1. Mercedes-Benz
  • 5.4.2. Thomas Built Buses
• 5.5. Ebusco
• 5.6. Gillig
• 5.7. Irizar e-mobility (Irizar Group)
• 5.8. Iveco Group
• 5.9. NFI Group
  • 5.9.1. Alexander Dennis
  • 5.9.2. New Flyer
  • 5.9.3. Motor Coach Industries
• 5.10. Phoenix Motor
• 5.11. Rampini
• 5.12. Solaris Bus and Coach
• 5.13. Switch Mobility
• 5.14. TRATON Group
  • 5.14.1. International Motors
  • 5.14.2. MAN Truck & Bus
  • 5.14.3. Scania
• 5.15. VDL Bus & Coach (VDL Groep)
• 5.16. Volvo Group
• 5.17. Wrightbus
• 5.18. Yutong Group

6. Aftermarket Solution Providers

• 6.1. Actia
• 6.2. Atron
• 6.3. BP Pulse
• 6.4. Clever Devices
• 6.5. Consat Telematics
• 6.6. EQUANS
• 6.7. FARA (Modaxo)
• 6.8. GIRO
• 6.9. INIT
• 6.10. IVU
• 6.11. Optibus
• 6.12. Pilotfish
• 6.13. PSI Transcom
• 6.14. Questar Auto Technologies
• 6.15. Saga Tenix
• 6.16. Sycada
• 6.17. Telia Company
• 6.18. Trapeze Group (Modaxo)
• 6.19. Twaice
• 6.20. Verkehrsautomatisierung Berlin (Hanning & Kahl)
• 6.21. Vontas (Modaxo)
• 6.22. Webfleet
• 6.23. ZF

7. Charging Station Providers

• 7.1. ABB E-Mobility
• 7.2. BTC Power (E.ON)
• 7.3. Camber
• 7.4. ChargePoint
• 7.5. Chargepoly
• 7.6. Circontrol
• 7.7. Efacec
• 7.8. Ekoenergetyka
• 7.9. Hitachi Energy
• 7.10. IES Synergy
• 7.11. InCharge Energy (ABB)
• 7.12. Kempower
• 7.13. SBRS (Shell Group)
• 7.14. Siemens
• 7.15. Tritium
• 7.16. XCharge

8. Case Studies: Electric Bus Projects

• 8.1. Arriva
• 8.2. Association du Transport Urbain du Quebec (ATUQ)
• 8.3. Berliner Verkehrsbetriebe (BVG)
• 8.4. Keolis
• 8.5. Metropolitan Transport Authority (MTA)
• 8.6. Nobina
• 8.7. Qbuzz
• 8.8. RATP Group
• 8.9. Ruter
• 8.10. Toronto Transit Commission (TTC)
• 8.11. Transdev
• 8.12. VR Group
• List of Acronyms and Abbreviations