EVの売上を加速させる充電インフラの活用

当レポートでは、公共充電器 (パブリックチャージャー) の展開とPEVの需要の関連性について分析し、現在の産業課題・問題の評価、近い将来の産業イノベーションならびにステークホルダーがPEV産業の開発サイクルを加速させる方法などについてまとめています。

序文

背景

提言

• ステークホルダーはEV市場のより速い成長を望む
• 航続距離とインフラは大規模市場の課題として残る
• 財政的に持続する充電器の開発は未だ実現されていない
• 活用はEVが新生の自動車市場として受け入れられるかどうかにかかっている
• 現金が一番だが公平ではない
• 充電インフラは不偏の市場成長戦略
• 助成金による充電インフラはEV市場を成長させるか？
• そう、充電器はPEVの導入をもたらす

産業を持続可能なものとするためにはイノベーションが求められる

• グリッド分散アップグレードのバイパス
• FleetCarma, A GeoTab Company
• FreeWire Technologies
• Chakratec
• 全てへアクセスを保証
• Hubject
• フレキシブルなソリューションの提供
• Alfen
• 利便性の価値を再考
• NIO

充電産業の開発サイクルを加速させる

• 助成金を公共充電器の展開の形成・標準化に使用
• 相互運用性・柔軟性を促す
• T&Dプロバイダーの役割を明らかに
• 充電ポイントのオペレーターへ追加の収益ストリームを開く

List of Charts and Figures

• Policies Benefiting PEVs in Major Markets
• Historic PEV Sales in Relation by Month Relative to Subsidy Removals: 2015-2018
• Public Charger Impact on PEV Adoption

EV markets have grown considerably since 2010 driven primarily by government policies and advances in battery technology. Although the growth is encouraging, purchase subsidy programs in major markets are beginning to phase out, likely to slow in near-term growth. Additionally, plug-in EV (PEV) ownership largely remains an option for select consumer groups rather than the mass market due to an insufficient public charging solution. The EV industry is striving to deploy sufficient public charging options, but an initial sustainable development business model is doubtful due to low utilization among early EV adopters-this makes private investment difficult.

Although the business model is in question, analyses indicate public charger deployments are positively affecting PEV adoption. This finding is encouraging for PEV market stakeholders, and should be considered when designing policies to speed PEV adoption. There are many ways to support public charging, and a growing collection of solutions are emerging on behalf of steady progress, with technology standards and innovative approaches using communication protocols and energy storage technologies.

This Navigant Research strategy insight report analyzes the relationship between public charger deployment and PEV demand. It also assesses current industry challenges and issues with existing market support policies as well as industry practices. The report provides an overview of upcoming industry innovations and ways industry stakeholders can speed the PEV industry development cycle

Key Questions Addressed:

• What is the relationship between EV charging deployment and plug-in EV (PEV) adoption?

• What are challenges to public charging deployment?

• How are public charger deployments affecting PEV adoption?

• How is the industry overcoming public charging deployment challenges?

• How can stakeholders speed PEV ecosystem development through public charging investment?

Who Needs This Report:

• Government agencies
• Industry associations
• Charging manufacturers
• Automakers
• Transmission & distribution companies
• charging point operators
• Investor community

Table of Contents

Spark

Context

Recommendations

• Stakeholders Want EV Markets to Grow Faster
• Range and Infrastructure Remain a Challenge for High Volume Markets
• Financially Sustaining Charger Deployment Has Not Been Realized
• Utilization Depends on Getting EVs into Nascent Vehicle Markets
• Cash Is King but It Is Not Equitable
• Charging Infrastructure Is a More Equitable Market Growth Strategy
• Electrify America
• IONITY
• Electric Power Sector
• Will Subsidizing Charging Infrastructure Grow the EV Market?
• Yes, Chargers Do Lead to PEV Adoption

Innovations Are Required to Make Industry Sustainable

• Bypassing Grid Distribution Upgrades
• FleetCarma, A GeoTab Company
• FreeWire Technologies
• Chakratec
• Ensuring Access for All
• Hubject
• Providing Flexible Solutions
• Alfen
• Reconsidering the Value of Convenience
• NIO

Accelerate the Charging Industry Development Cycle

• Use Subsidies to Shape and Standardize Public Charger Deployment
• Encourage Interoperability and Flexibility
• Clarify the Role for T&D Providers
• Open Additional Revenue Streams for Charge Point Operators