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新しいEV充電ビジネスモデル

Navigating the Emerging EV Charging Business Model Landscape

発行 Navigant Research 商品コード 714004
出版日 ページ情報 英文 20 Pages; 4 Tables, Charts & Figures
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新しいEV充電ビジネスモデル Navigating the Emerging EV Charging Business Model Landscape
出版日: 2018年09月26日 ページ情報: 英文 20 Pages; 4 Tables, Charts & Figures
概要

EV市場は過去10年に渡って安定的成長を遂げており、今後も軽量乗用車・商用車の分野とも大幅な成長が見込まれています。大気汚染防止に向けた政府の意欲拡大が主な成長推進因子のひとつとなっています。

当レポートでは、EV充電の新たなビジネスモデルについて調査し、競合環境激化の現況、様々な分野からの参入事業者、事業者区分別の各種ビジネスモデル・収益構造、各種事業者の成功因子の分析などをまとめています。

提言

大手企業による投資参入と充電市場の競合の激化

  • 充電インフラ:自動車のエレクトリフィケーションの重要因子
  • EV充電:グリッドへのメリット
  • 電気駆動を歓迎する小型乗用車市場
  • 商用車市場の異なる展望
  • EV充電の主な4つの用途
  • EV充電のビジネスモデルの各種評価手法
  • 主要企業:スタートアップ企業から既存多国籍企業まで多岐に渡る
    • ユーティリティ&エネルギーサプライヤー:EV充電の潜在性を認識し、参入開始
    • ハードウェアサプライヤー:急速充電技術の製造開始を推進し、EV所有を推進
    • ソフトウェアディベロッパー:V2G機能の開発を推進、など

新しい収益ストリームの開拓:成功の鍵

  • 依然として初期段階の自動車充電
  • 従来型エネルギー供給モデルが現在のコアビジネスモデル
  • 自動車グリッド統合:新しい収益ストリームを生成
  • クリーン小型乗用車市場:安定的成長の見通し
  • 商用中型・大型車市場:電気駆動の成長が確実の見込み
  • いくつかの充電タイプは高価格に
  • 主要事業者による各種ビジネスモデル
    • インフラプロバイダー:要点
    • ロードバランサー:要点
    • 充電サービスプロバイダー (コモディティ):要点
    • モビリティプロバイダー:要点
    • ユーティリティ&エネルギーサプライヤー:参入開始
    • ハードウェアサプライヤー:市場の発展にあわせ柔軟に対応
    • ソフトウェアディベロッパー:産業ソリューションの開発を目指す、など

成功因子:長期的投資・産業融合

  • EUによる主導とその他の追随
  • 自動車メーカー:EV市場需要推進のため、充電部分野に注力
  • 提供製品タイプ・対象市場により異なる様々なビジネスモデル
    • インフラプロバイダー:要点
    • ロードバランサー:要点
    • 充電サービスプロバイダー (コモディティ):要点
  • 次のステップ:4種のプロジェクトプロポーザル
    • バリュープールの評価と優先付け:拡張地域・提供地域
    • 消費者ニーズ・購入トリガー・法規制の分析
    • 特定のビジネスモデルとのシナジーの詳細な分析 (バンドルオファー)
    • 技術・プラットフォームの改良・適用
  • 充電ポイントハードウェアのアップグレーによるQoSの改善
  • ユーティリティ・石油企業:注意深い投資が必要
  • ハードウェアサプライヤー&ソフトウェアディベロッパー:これまで以上の協力が必要
  • 参入企業:V2G統合の可能性を生かすべき、など
図表

List of Charts and Figures

  • Plug-In EV Population by Region, World Markets: 2018-2027

List of Tables

  • Each Business Model Operates Under a Different Revenue Structure with Specific Pricing Components
  • Consumption, Uses, Products, and Revenue Models for Different Supply Sources
  • Outlook for Offerings from Infrastructure Providers and Load Balancers Differs by Profitability, Innovation, and Customer Demand
目次
Product Code: SI-EVBM-18

The market for EVs has been growing steadily over the last decade, and the prospects are good for stronger growth in both light duty consumer vehicle and commercial vehicle electrification. One of the key global drivers is renewed appetite at all levels of government for cleaner air. Investments in battery technology and mass production have been critical factors. Widely available charging infrastructure that is fast and convenient is also being promoted as a powerful enabler.

Until recently, EV charging has been considered a niche business with little profit potential. Today, many countries are experiencing a major shift toward electric drive and demand for rapid growth in the number of charging stations. Large utilities and energy companies are making investments in vehicle charging networks. The challenge is to develop profitable business models that do not depress market demand for EVs by pushing up electricity prices. Future success is likely to involve providing greater value to both consumers and the grid.

This Navigant Research report examines the current state of business models for the provision of EV charging stations and networks. It provides an overview of some of the business models in place today and examines the recent new entrants to the market. The study also explores the potential benefits to be expected from successful technology investments. Recommendations are provided to hardware and software suppliers on how to take advantage of the market potential and to utilities and energy supply companies on planning for the future.

Key Questions Addressed:

  • What are the key products and features being developed for the global EV charging market?
  • What types of companies are moving into the EV charging business?
  • What are the drivers for new EV charging infrastructure technology?
  • How can companies maximize ROI when investing in charging networks?
  • Which actions must firms take immediately to prepare for the coming growth in the EV market?
  • How can charging suppliers best influence and develop the EV market?

Who Needs This Report:

  • Government agencies
  • City managers
  • EV charging suppliers
  • Energy utility companies
  • Energy supply firms
  • Automotive OEMs
  • Software developers
  • Investor community

Table of Contents

Spark

Context

Recommendations

Competition in the Charging Market Ramps Up as Big Companies Start to Invest

  • Charging Infrastructure Is a Key Factor for Vehicle Electrification
  • Charging of EVs Benefits the Grid
  • The Consumer Light Duty Vehicle Market Is Embracing Electric Drive
  • The Commercial Vehicle Market Is a Different Prospect
  • Alternative Fuels Have Not Yet Conceded the Vehicle Market to EVs
  • The Four Primary Applications for EV Charging Are Becoming Clear
  • There Are Different Ways to Evaluate EV Charging Business Models
  • Major Players Vary from Startups to Long-Established Multinationals
    • Utilities and Energy Suppliers Recognize the Potential of EV Charging and Are Getting Involved
    • Hardware Suppliers Are Pushing Fast Charging Technology into Production to Help Promote EV Ownership
    • Software Developers Are Pushing to Develop V2G Capability

Developing New Revenue Streams Will Be Key to Success

  • Vehicle Charging Is Just the Start
  • The Conventional Energy Supply Model Is the Core Business Today
  • Vehicle Grid Integration Offers Additional Revenue Streams
  • The Clean Consumer LDV Market Is Expected to Continue Steady Growth
  • The Commercial MHDV Market Looks Set for Electric Drive Growth
  • Some Charging Types Will Justify Higher Prices
  • Different Business Models Adopted by Market Players
    • Infrastructure Provider: Key Takeaways
    • Load Balancer: Key Takeaways
    • Charging Service Provider (Commodity): Key Takeaways
    • Mobility Provider: Key Takeaways
    • Utilities and Energy Suppliers Are Getting Involved
    • Hardware Suppliers Are Being Flexible as the Market Develops
    • Software Developers Aim to Develop an Industry Solution

Success Factors Include Long-Term Investment and Industry Collaboration

  • Where the European Union Leads, Others Tend to Follow
  • Automakers Leverage Charging to Boost EV Market Demand
  • Existential Disruption Is Ahead and Should Be Accounted for in All Business Plans
  • Business Models Should Vary by the Type of Product Offered to Each Market Segment
    • Infrastructure Provider: Key Takeaways
    • Load Balancer: Key Takeaways
    • Charging Service Provider (Commodity): Key Takeaways
  • Next Steps: Four Concrete Project Proposals
    • Assess and Prioritize Value Pools: Geographies for Expansion and Offerings
    • Analyze Customers' Needs, Purchasing Triggers, and Regulatory Review
    • In-Depth Review of Specific Business Models and Synergies (Bundled Offers)
    • Refine and Adapt Technology and Platform
  • Quality of Service Will Be Improved by Upgrading Charge Point Hardware
  • Utilities and Oil Companies Should Invest Carefully
  • Hardware Suppliers and Software Developers Need to Collaborate More
  • Market Players Should Take Advantage of the Potential of V2G Integration
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