V2Xフレキシビリティサービス

双方向充電機能を備えたEVが、グリッドの柔軟性を高める貴重な資源として台頭しています。vehicle-to-everything（V2X）と総称されるこれらの技術は、EVから家庭やビル、グリッドへのエネルギー伝送を可能にし、電力需給のバランスを取るのに役立ちます。EVの普及が進むにつれて、グリッドサポートに利用可能な累積バッテリー容量は、ピーク需要を管理し、システムのレジリエンスを高める重要な資産になると予測されます。

当レポートでは、世界のV2Xフレキシビリティサービスと双方向充電器の市場について調査分析し、スクールバスV2G、商用車V2B、商用車V2G、住宅V2H、住宅V2Gの5つの主要ユースケースにおける、機器の売上、収益、エネルギー需要への影響、消費者のコスト削減に関する詳細な予測を提供しています。

目次

第1章 エグゼクティブサマリー

• イントロダクション
• 範囲
• 市場見通し

第2章 市場の問題

• イントロダクション
• V2Xの概要
  • V2Xの実装
  • 双方向充電器とシステム設計
• グリッドの柔軟性を支える車両の役割
• ユースケース
  • スクールバス
  • 商用フリート
  • 住宅
  • V2Xに適さないユースケース
• 市場促進要因
  • V2X対応EVと双方向充電器の増加
  • エネルギーコストの節約と収益の見込み
  • レジリエンス
• 障壁
  • ステークホルダーの優先順位の対立
  • 相互運用性と標準化
  • V2Xのコスト
  • 低い消費者参加率

第3章 産業バリューチェーン

• 競合情勢
  • M&A活動
  • 価格設定
  • ビジネスモデルの進化

第4章 市場予測

• 調査手法
• 世界の予測
  • 双方向充電器の売上と展開
  • 双方向充電器の売上
  • V2X用途のエネルギー需要に対する影響
  • 顧客のコスト削減と収益

第5章 結論と提言

• 3つの大きなポイント
• 提言
  • 自動車OEM
  • EVSEメーカー
  • V2Xソフトウェアプロバイダー
  • ユーティリティ

第6章 頭字語と略語のリスト

第7章 目次

第8章 図表

第9章 調査範囲、情報源、調査手法、注記

List of Tables

• Table 3-1. Examples of Companies in the V2X Value Chain
• Table 3-2 Typical Costs for V2X Implementation (Per Charger)
• Table 4-1. Cost Component Descriptions
• Table 4-2. Model Inputs and Outputs

List of Figures

• Chart 1-1. Bidirectional Charging Equipment Revenue by Region, World Markets: 2025-2034
• Chart 4-1. Bidirectional Charger Population by Use Case, World Markets: 2025-2034
• Chart 4-2. Bidirectional Charging Equipment Revenue by Cost Component, World Markets: 2025-2034
• Chart 4-3. Bidirectional Charging Hardware Revenue by Use Case, World Markets: 2025-2034
• Chart 4-4. Bidirectional Charging Installation Revenue by Use Case, World Markets: 2025-2034
• Chart 4-5. Bidirectional Charging Power Management System Revenue by Use Case, World Markets: 2025-2034
• Chart 4-6. Bidirectional Charging Operations and Maintenance Revenue by Use Case, World Markets: 2025-2034
• Chart 4-7. Annual Energy Demand Impact by Use Case, World Markets: 2025-2034
• Chart 4-8. Consumer Cost Savings and Revenue by Use Case, World Markets: 2025-2034
• Figure 2-1. Visual Representation of V2X Applications
• Figure 2-2. Equipment Required for V2H and V2B Applications
• Figure 3-1. V2X Value Chain

EVs equipped with bidirectional charging capabilities are emerging as a valuable resource for grid flexibility. Known collectively as vehicle-to-everything (V2X), these technologies allow EVs to transfer energy to homes, buildings, and the grid, helping to balance electricity supply and demand. As the number of EVs on the road increases, the cumulative battery capacity available for grid support is expected to become a significant asset for managing peak demand and enhancing system resilience.

This report analyzes the global market for V2X flexibility services and bidirectional charging equipment from 2025 to 2034. It provides detailed forecasts for equipment sales, revenue, energy demand impact, and consumer cost savings across five key use cases: school bus vehicle-to-grid (V2G), commercial fleet vehicle-to-building (V2B), commercial fleet V2G, residential vehicle-to-home (V2H), and residential V2G. Charging equipment revenue is segmented into hardware, installation, power management systems, operations, and maintenance. The report also examines regional trends in North America, Europe, and OECD Asia-Pacific, highlighting the policy, technology, and market factors shaping adoption.

Guidehouse Research expects the market for bidirectional charging equipment to grow substantially over the next decade as V2X technologies move from pilot projects to broader deployment. Residential use cases are projected to account for the largest share of installations, reflecting the high number of individually owned EVs with V2X capabilities. The report offers guidance for stakeholders-including vehicle OEMs, EV supply equipment (EVSE) manufacturers, software providers, utilities, and grid operators-on how bidirectional charging systems may evolve to support grid flexibility and enable new energy management strategies.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Scope
• 1.3 Market Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Overview of V2X
  • 2.2.1 V2X Implementation
  • 2.2.2 Bidirectional Charging Equipment and System Design
• 2.3 Role of Vehicles in Supporting Grid Flexibility
• 2.4 Use Cases
  • 2.4.1 School Buses
  • 2.4.2 Commercial Fleets
  • 2.4.3 Residential
  • 2.4.4 Use Cases Not Suited for V2X
• 2.5 Market Drivers
  • 2.5.1 Growth of V2X-Capable EVs and Bidirectional Chargers
  • 2.5.2 Energy Cost Savings and Revenue Potential
  • 2.5.3 Resilience
• 2.6 Barriers
  • 2.6.1 Conflicting Stakeholder Priorities
  • 2.6.2 Interoperability and Standardization
  • 2.6.3 V2X Costs
  • 2.6.4 Low Consumer Participation

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A Activities
  • 3.1.2 Pricing
  • 3.1.3 Business Model Evolution

4. Market Forecasts

• 4.1 Methodology
  • 4.1.1 Key Assumptions
  • 4.1.2 Modeling Limitations
• 4.2 Global Forecasts
  • 4.2.1 Bidirectional Charger Sales and Deployment
  • 4.2.2 Bidirectional Charging Equipment Revenue
    • 4.2.2.1 Hardware Revenue
    • 4.2.2.2 Installation Revenue
    • 4.2.2.3 Power Management System Revenue
    • 4.2.2.4 Operations and Maintenance Revenue
  • 4.2.3 Energy Demand Impact of V2X Applications
  • 4.2.4 Customer Cost Savings and Revenue

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Vehicle OEMs
  • 5.2.2 EVSE Manufacturers
  • 5.2.3 V2X Software Providers
  • 5.2.4 Utilities

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Note