欧州と北米の電気自動車用充電施設　第3版

出版：Berg Insight（ベルグインサイト社）　出版年月：2023年1月

EV Charging Infrastructure in Europe and North America – 3rd Edition
欧州と北米の電気自動車用充電施設　第3版

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Berg Insight「欧州と北米の電動車両用充電施設　第3版- EV Charging Infrastructure in Europe and North America – 3nd Edition」は欧州と北米の電気自動車用充電施設（電動車両／EV向け充電設備）市場を調査し、充電ポイント事業者、自動車メーカのイニシアティブ、ハードウェアおよびソフトウェアベンダのバリューチェーンを解説・分析しています。

主な掲載内容

1. 欧州と北米のEV充電
   1. 欧州のEV充電施設
   2. 北米のEV充電施設
   3. 電気自動車市場
   4. 市場プレイヤー
2. 充電技術と規格
   1. 電気自動車充電
   2. コネクタ規格
   3. コネクティビティおよび管理ソフトウェア
   4. 決済ソリューション
3. 充電ポイント事業者
4. ハードウェアおよびソフトウェアベンダ
5. 市場分析と動向
   1. 市場分析
   2. バリューチェーン分析
   3. 市場動向

Report Overview

EV Charging Infrastructure in Europe and North America is the second strategy report from Berg Insight analysing the latest developments on the electric vehicle charging market in these two regions. The report covers all parts of the value chain including charge point operators, car OEM initiatives, and hardware and software vendors. This strategic research report from Berg Insight provides you with 190 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.

This study investigates the electric vehicle charging infrastructure market in Europe and North America. The total installed base of dedicated charging points in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 34 percent from 4.5 million in 2021 to 19.6 million by 2026. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 1.4 million in 2021 to reach 6.1 million in 2026, growing at a CAGR of 34 percent. These numbers include both private and public charging points. About 1.6 million of these charging points in the two regions were monitored via cellular connections in 2021. Get up to date with the latest information about vendors, charge point operators, products and markets.

Highlights from the report:

• Insights from 30 executive interviews with market leading companies.
• New data on EV charging infrastructure in Europe and North America.
• Comprehensive description of the EV charging value chain and key applications.
• In-depth analysis of market trends and key developments.
• Profiles of 68 companies offering EV charging hardware and software.
• Profiles of 32 charge point operators (CPOs).
  Market forecasts lasting until 2026.

目次

Executive Summary

1 EV Charging in Europe and North America

1.1 EV charging infrastructure in Europe
1.2 EV charging infrastructure in North America
1.3 The electric vehicle market
1.3.1 Vehicle types
1.3.2 The electric vehicle market in Europe
1.3.3 The electric vehicle market in North America
1.4 Market players
1.4.1 Charge point operators (CPOs)
1.4.2 Mobility service providers (MSPs)
1.4.3 Hardware and software providers

2 Charging Technologies and Standards

2.1 Electric vehicle charging
2.1.1 AC and DC
2.1.2 Charging modes and levels
2.1.3 Battery capacity and charging time
2.2 Connector Standards
2.2.1 Type 1/SAE J1772
2.2.2 Type 2
2.2.3 Combined charging system (CCS)
2.2.4 CHAdeMO
2.2.5 North American Charging Standard (Tesla)
2.2.6 GB/T
2.3 Connectivity and management software
2.3.1 Cellular IoT gateways, routers and modems
2.3.2 The open charge point protocol (OCPP)
2.3.3 Charging station management software
2.4 Payment solutions
2.4.1 Mobile payments and RFID tags
2.4.2 ISO 15118
2.4.3 Autocharge
2.4.4 Payment terminals

3 Charge Point Operators

3.1 Europe
3.1.1 Allego
3.1.2 Atlante
3.1.3 Be Charge
3.1.4 Bouygues Energies and Services (Bouygues Construction)
3.1.5 BP Pulse
3.1.6 CEZ Group
3.1.7 E.ON Group
3.1.8 EnBW
3.1.9 Eneco eMobility
3.1.10 Enel X (Enel Group)
3.1.11 ESB Group
3.1.12 Fastned
3.1.13 Freshmile
3.1.14 Iberdrola Group
3.1.15 InstaVolt
3.1.16 Ionity
3.1.17 Izivia (EDF)
3.1.18 Jolt Energy
3.1.19 Mer (Statkraft)
3.1.20 Power Dot
3.1.21 Recharge
3.1.22 Shell Recharge Solutions
3.1.23 TotalEnergies
3.1.24 Vattenfall Group
3.2 North America
3.2.1 Blink Charging
3.2.2 Electrify America
3.2.3 Electrify Canada
3.2.4 EVgo
3.2.5 Francis Energy
3.2.6 Hydro-Québec
3.2.7 Tesla
3.2.8 Volta Charging

4 Hardware and Software Providers

4.1 Europe
4.1.1 ABB
4.1.2 ABL
4.1.3 ADS-TEC Energy
4.1.4 Alfen
4.1.5 Alpitronic
4.1.6 Amina Charging
4.1.7 AMPECO
4.1.8 Charge Amps
4.1.9 Chargecloud
4.1.10 ChargeNode
4.1.11 Circontrol
4.1.12 Compleo Charging Solutions
4.1.13 CTEK
4.1.14 DBT Group
4.1.15 Driivz
4.1.16 Easee
4.1.17 Eaton
4.1.18 Ecotap (Legrand)
4.1.19 Efacec
4.1.20 Ekoenergetyka
4.1.21 Elli
4.1.22 eNovates
4.1.23 Ensto Building Systems (Legrand)
4.1.24 E-Totem
4.1.25 EO Charging
4.1.26 Etrel
4.1.27 EVBox (ENGIE)
4.1.28 Evtec
4.1.29 Fortum
4.1.30 Garo
4.1.31 Gnrgy
4.1.32 GreenFlux
4.1.33 Heidelberg Amperfied (Heidelberg Druckmaschinen)
4.1.34 Ingeteam
4.1.35 IES Synergy
4.1.36 Juice Technology
4.1.37 KEBA
4.1.38 Kempower
4.1.39 Kostad
4.1.40 L-Charge
4.1.41 Last Mile Solutions
4.1.42 Mennekes Group
4.1.43 Pod Point (EDF)
4.1.44 Rolec Services
4.1.45 Schneider Electric
4.1.46 Siemens
4.1.47 Smartlab
4.1.48 Teltonika
4.1.49 Tritium
4.1.50 Virta
4.1.51 Wallbox
4.1.52 Webasto
4.1.53 Wirelane
4.1.54 Zaptec
4.2 North America
4.2.1 Flo
4.2.2 BorgWarner
4.2.3 BTC Power (E.ON)
4.2.4 ChargePoint
4.2.5 ClipperCreek
4.2.6 Delta Electronics
4.2.7 Elmec
4.2.8 EV Connect
4.2.9 EvoCharge (Phillips & Temro)
4.2.10 EVPassport
4.2.11 FreeWire Technologies
4.2.12 InductEV
4.2.13 SemaConnect
4.2.14 SK Signet
4.3 Additional hardware vendors

5 Market Analysis and Trends

5.1 Market analysis
5.1.1 Market forecast
5.1.2 Regional market analysis
5.1.3 Government incentives and investments
5.2 Value chain analysis
5.2.1 EV charging hardware vendors
5.2.2 Software providers and charge point operators
5.2.3 Automotive industry players
5.2.4 Mergers and acquisitions
5.3 Market trends
5.3.1 The electric vehicle market continues to grow in spite of market uncertainty
5.3.2 The business case for connected charging stations continues to improve
5.3.3 M&As drive consolidation in the EV charging landscape
5.3.4 Going public gives access to growth capital
5.3.5 Demand for public and destination charging to increase rapidly in Europe
5.3.6 Open architectures alter the EV charging value chain
5.3.7 A modular design improves the case for DC charging
5.3.8 Car OEMs offer MSP services to lower barriers to EV adoption
5.3.9 Fast charging to move to more urban locations
5.3.10 Heavy commercial vehicle charging emerges as a new segment

Glossary

List of Figures

Figure 1.1: Public normal and fast charging points (EU22+3 2021).. 7
Figure 1.2: BEVs per public normal and fast charging points (EU22+3 in 2021) 8
Figure 1.3: Normal and fast charging points (North America 2021)… 9
Figure 1.4: Electric vehicles per normal and fast charging points (North America 2021)…. 10
Figure 1.5: Registered electric vehicles and new registrations (EU22+3 2021) 13
Figure 1.6: Registered electric vehicles and sales (North America 2021)…. 15
Figure 2.1: Charging using alternating current (left) and direct current (right) .. 19
Figure 2.2: Charging modes . 20
Figure 2.3: Charging levels … 21
Figure 2.4: Examples of battery capacity for different car models … 22
Figure 2.5: Theoretical charging times for a 90-kWh battery 22
Figure 2.6: Connector standards by geographical region…. 23
Figure 2.7: Common features in cellular IoT gateways and routers. 27
Figure 2.8: Examples of routers used in EV charging applications.. 28
Figure 2.9: Overview of a cluster configuration .. 29
Figure 2.10: Example of a dashboard for management of charging operations ….. 32
Figure 2.11: Example of RFID card and tag.. 33
Figure 2.12: Examples of payment terminals for EV charging stations.. 34
Figure 3.1: An Allego fast charging location . 38
Figure 3.2: Enel X’s Juicebox 46
Figure 3.3: A Fastned charging location. 47
Figure 3.4: An Ionity charging site …. 51
Figure 3.5: Jolt’s MerlinOne mobile charger and swap truck….. 53
Figure 3.6: Shell Recharge Solutions’ charger for businesses… 56
Figure 3.7: A Francis Energy charging station…. 63
Figure 3.8: Tesla’s Supercharger 65
Figure 3.9: Tesla’s Wall Connector … 66
Figure 3.10: Charging station from Volta Charging .. 67
Figure 4.1: The Terra AC wallbox and Terra 360 from ABB.. 71
Figure 4.2: ADS-TEC Energy’s ChargePost and ChargeBox options and dispenser…. 74
Figure 4.3: The Hypercharger HYC300… 77
Figure 4.4: The wallbox from Amina Charging … 78
Figure 4.5: The Raption 400 and Raption 150 Compact chargers … 84
Figure 4.6: Chargestorm Connected and Njord Go on a wall mount from CTEK …. 86
Figure 4.7: Easee’s wallbox charger. 91
Figure 4.8: Ecotap’s Homebox and DC150/180 chargers…. 93
Figure 4.9: The Ensto One and Media chargers. 98
Figure 4.10: The INCH Pro from Etrel … 101
Figure 4.11: Troniq Modular and BusinessLine Double from EVBox … 103
Figure 4.12: Juice Booster 3 with connector and adapters 111
Figure 4.13: KeContact P30 from KEBA ….. 113
Figure 4.14: Kempower Satellite and Station Charger.. 116
Figure 4.15: Unity22 and Unity360 from Kostad….. 117
Figure 4.16: E-mobility Gateway and Amtron Compact from Mennekes … 120
Figure 4.17: Siemens VersiCharge wallbox 125
Figure 4.18: Teltonika’s TeltoCharge …. 127
Figure 4.19: The Tritium RT50… 129
Figure 4.20: Quasar 2 from Wallbox ….. 132
Figure 4.21: Next and TurboDX from Webasto. 134
Figure 4.22: BTC Power’s Gen 4 and 350 kW Dispenser unit .. 140
Figure 4.23: ChargePoint Home and Express .. 142
Figure 4.24: Overview of SemaConnect’s offering . 151
Figure 4.25: Additional hardware suppliers 152
Figure 5.1: Installed base and shipments of charging points (Europe 2021–2026)….. 156
Figure 5.2: Connected charging points by technology (Europe 2021–2026) .. 156
Figure 5.3: Installed base and shipments of charging points (North America 2021–2026) ….. 157
Figure 5.4: Connected charging points by technology (North America 2021–2026)… 158
Figure 5.5: Policies active in major electric vehicle countries in Europe (Q4-2022)….. 162
Figure 5.6: Installed base of charging points by vendor (Europe Q4-2022) …. 164
Figure 5.7: Installed base of DC charging stations by vendor (Europe Q4-2022).. 167
Figure 5.8: Installed base of charging points by vendor (North America Q4-2022)….. 168
Figure 5.9: Installed base of DC charging stations by vendor (North America Q4-2022).. 169
Figure 5.10: Connected charging points by software vendor (Europe Q4-2022) .. 171
Figure 5.11: Connected charging points by software vendor (North America Q4-2022)… 173
Figure 5.12: Public charging networks (North America January 2022) 174
Figure 5.13: Public DC charging networks (North America January 2022) 175
Figure 5.14: M&As among companies active in EV charging (2017–2023) ….. 178
Figure 5.15: lPOs and listings via SPAC mergers (2014–2022) 184