Frost Radar：北米および欧州の電気商用車充電ネットワークのスタートアップ企業 (2022年)

政府の取り組みによりゼロエミッション車の使用が促進され、商用車メーカーが新型車を次々と発売する中で、Frost & Sullivanは、2030年には北米で約720万台、欧州で約580万台の電気商用車が稼動すると予想しています。充電インフラが十分に整備されれば、航続距離不安を解消することができます。

過去数年の間に、新興の商用車充電インフラ産業に、業界横断的な新規参入企業が数社現れ、予想される需要に対応するため、市場アプローチを策定し、潜在的に有利な収益源を特定しつつあります。バリューチェーン参入企業は、先行者利益を得るために大規模な投資を行っています

当レポートでは、北米および欧州における電気商用車充電ネットワークのスタートアップ企業を調査し、市場概要、主要企業のプロファイル、Frost Radar独自の評価基準に基づく参入事業者のベンチマーキング分析などをまとめています。

目次

戦略的必須要件・成長環境

Frost Radar (TM)

• Frost Radar (TM)：北米および欧州の電気商用車充電ネットワークのスタートアップ企業
• Frost Radar (TM)：競合環境

C2A (主要企業)

• Allego
• Blink
• ChargePoint
• Compleo Charging Solutions AG
• EVBox
• EVgo
• Fastned
• Flo
• Ionity
• PodPoint
• Volta Charging

戦略的洞察

次のステップ

Frost Radar (TM) アナリティクス

A Benchmarking System to Spark Companies to Action - Innovation that Fuels New Deal Flow and Growth Pipelines

As government initiatives promote the use of zero-emission vehicles and commercial vehicle manufacturers continue to launch new models, Frost & Sullivan projects that about 7.2 million electric commercial vehicles will be in operation in North America and 5.8 million in Europe by 2030. Sufficient charging infrastructure will have to be in place to eliminate range anxiety, which is an operator's fear of being unable to find a charging station when vehicle power runs low.

Several new and cross-industry participants have entered the nascent electric commercial vehicle charging infrastructure industry in the past few years to cater to the expected demand and are formulating their market approaches and identifying potentially lucrative revenue streams. Huge investments by value chain participants have been materializing to gain a first-mover advantage.

A charging network provider, for the purposes of this project, follows one or more of these business models:

• Asset-owned turnkey (asset heavy, high capex), in which it owns and operates the charging station and provides connectivity of the charging station to the network. In this model, the provider incurs the costs of the charging equipment and installation.

• Host-owned (asset light, low capex), in which it sells hardware, software, and services to a station owner. The buyer incurs the installation and operational costs and can connect to any network, although the provider's network is preferred.

• Charging-as-a-service, in which it owns and operates the charging station while the property partners incur the installation costs. The latter pays a fixed monthly or yearly fee and keeps all charging revenue (excluding network/connectivity fees).

Competitive differentiators could include the number of stations in a network, station accessibility, availability of battery-integrated or wireless charging, efficient capital deployment, diversity in revenue streams and business models, the ability to accommodate a variety of vehicle models across different standards with higher power capabilities, software-enabled services with easy-to-use mobile app interfaces, attractive pricing, brand recognition and reputation, and partnerships.

The Frost Radar™ reveals the market positioning of companies in an industry using their Growth and Innovation scores as highlighted in the Frost Radar™ methodology. The document presents competitive profiles on each of the companies in the Frost Radar™ based on their strengths, opportunities, and a small discussion on their positioning. Frost & Sullivan analyzes numerous companies in an industry and benchmarks them across 10 criteria on the Frost Radar™, where the leading companies in the industry are then positioned.

Table of Contents

Strategic Imperative and Growth Environment

• Strategic Imperative
• Growth Environment

Frost Radar™

• Frost Radar™: Electric Commercial Vehicle Charging Network Start-ups in North America and Europe
• Frost Radar™: Competitive Environment
• Frost Radar™: Competitive Environment (continued)

Companies to Action

• Allego
• Blink
• ChargePoint
• Compleo Charging Solutions AG
• EVBox
• EVgo
• Fastned
• Flo
• Ionity
• PodPoint
• Volta Charging

Strategic Insights

• Strategic Insights

Next Steps: Leveraging the Frost Radar™ to Empower Key Stakeholders

• Significance of Being on the Frost Radar™
• Frost Radar™ Empowers the CEO's Growth Team
• Frost Radar™ Empowers Investors
• Frost Radar™ Empowers Customers
• Frost Radar™ Empowers the Board of Directors

Frost Radar™ Analytics

• Frost Radar™: Benchmarking Future Growth Potential
• Frost Radar™: Benchmarking Future Growth Potential
• Legal Disclaimer