유럽 및 북미의 대형 상용차 충전 인프라, 제2판

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 49 percent from 14,000 in 2023 to 345,000 by 2031. In North America, Berg Insight estimates that the total installed base of dedicated charging points will increase from 9,000 in 2023 to reach 196,000 in 2031, growing at a CAGR of 47 percent. These numbers include both public and non-public charging points. Charging stations are expected to be fully connected through technologies like Wi-Fi and 4G/5G cellular, allowing for smart charging management. 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 heavy commercial vehicle 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 45 companies offering EV charging hardware and software.
• Profiles of 26 charge point operators (CPOs).
• Profiles of 26 electric heavy commercial vehicle OEMs.
• Market forecasts lasting until 2031.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Commercial Vehicle Charging in Europe and North America

• 1.1. User segments
  • 1.1.1. Heavy commercial vehicles
  • 1.1.2. Buses
  • 1.1.3. Construction equipment
  • 1.1.4. Use cases
• 1.2. Electric commercial vehicle range
• 1.3. Electric commercial vehicle charging infrastructure in Europe
• 1.4. Electric commercial vehicle charging infrastructure in North America
• 1.5. The electric commercial vehicle market
  • 1.5.1. Vehicle types
  • 1.5.2. The electric commercial vehicle market in Europe
  • 1.5.3. The electric commercial vehicle market in North America
• 1.6. Charging strategies
  • 1.6.1. Depot charging
  • 1.6.2. Destination charging
  • 1.6.3. Opportunity charging
• 1.7. Market players
  • 1.7.1. Charge point operators (CPOs)
  • 1.7.2. Heavy commercial vehicle OEMs
  • 1.7.3. Hardware and software providers

2. Charging Technologies and Standards

• 2.1. Electric vehicle charging
  • 2.1.1. AC and DC
  • 2.1.2. Heat management
• 2.2. Battery capacity and charging time
• 2.3. Connector standards
  • 2.3.1. Type 1
  • 2.3.2. Type 2
  • 2.3.3. Combined Charging System (CCS)
  • 2.3.4. Megawatt Charging System (MCS)
  • 2.3.5. North American Charging Standard (Tesla)
  • 2.3.6. CHAdeMO
  • 2.3.7. GB/T
  • 2.3.8. Pantograph charging
  • 2.3.9. Overhead catenary charging
  • 2.3.10. Wireless charging
• 2.4. Connectivity and management software
  • 2.4.1. Cellular IoT gateways, routers and modems
  • 2.4.2. The Open Charge Point Protocol (OCPP)
  • 2.4.3. Charging station management software
• 2.5. Payment solutions
  • 2.5.1. Mobile payments and RFID tags
  • 2.5.2. ISO 15118
  • 2.5.3. Autocharge
  • 2.5.4. Payment terminals

3. Vehicle Manufacturers

• 3.1. BYD
• 3.2. Daimler Truck
  • 3.2.1. Detroit Diesel
  • 3.2.2. Freightliner
  • 3.2.3. Thomas Built Buses
  • 3.2.4. Rizon
  • 3.2.5. Mercedes-Benz Trucks
• 3.3. Einride
• 3.4. Farizon Auto (Geely)
• 3.5. Iveco Group
• 3.6. Lion Electric
• 3.7. Nikola Corporation
• 3.8. PACCAR
  • 3.8.1. Peterbilt
  • 3.8.2. Kenworth
  • 3.8.3. DAF
• 3.9. Quantron
• 3.10. Tesla
• 3.11. TRATON
  • 3.11.1. TRATON Charging Solutions
  • 3.11.2. Scania
  • 3.11.3. MAN Truck & Bus
  • 3.11.4. International Motors
• 3.12. Volta Trucks
• 3.13. Volvo Group
  • 3.13.1. Volvo Trucks
  • 3.13.2. Mack Trucks
  • 3.13.3. Renault Trucks
  • 3.13.4. Volvo Buses and Nova Bus
• 3.14. Windrose
• 3.15. Xos Trucks
• 3.16. Emerging actors

4. Charge Point Operators

• 4.1. Europe
  • 4.1.1. BP Pulse
  • 4.1.2. Circle K
  • 4.1.3. E.ON
  • 4.1.4. EnBW
  • 4.1.5. Enel X
  • 4.1.6. Engie Vianeo
  • 4.1.7. Fastned
  • 4.1.8. GOFAST
  • 4.1.9. Iberdrola
  • 4.1.10. Ionity
  • 4.1.11. Kople
  • 4.1.12. Milence
  • 4.1.13. Nimbnet
  • 4.1.14. Rifil
  • 4.1.15. Shell Recharge Solutions
  • 4.1.16. Uno-X Mobility
  • 4.1.17. Vattenfall
• 4.2. North America
  • 4.2.1. Blink Charging
  • 4.2.2. ChargePoint
  • 4.2.3. Electrify America
  • 4.2.4. EVgo
  • 4.2.5. Forum Mobility
  • 4.2.6. Greenlane
  • 4.2.7. Hydro-Quebec
  • 4.2.8. Terawatt Infrastructure
  • 4.2.9. WattEV
• 4.3. Additional CPOs

5. Hardware and Software Providers

• 5.1. Europe
  • 5.1.1. ABB E-mobility
  • 5.1.2. ADS-TEC Energy
  • 5.1.3. Alpitronic (Hypercharger)
  • 5.1.4. AMPECO
  • 5.1.5. Charge-V
  • 5.1.6. Circontrol
  • 5.1.7. Driivz
  • 5.1.8. E-Totem
  • 5.1.9. Efacec
  • 5.1.10. Ekoenergetyka
  • 5.1.11. EnerCharge (KEBA)
  • 5.1.12. Enersense
  • 5.1.13. Euroloop
  • 5.1.14. EVBox
  • 5.1.15. Evtec
  • 5.1.16. GreenFlux
  • 5.1.17. i-charging
  • 5.1.18. IES Synergy
  • 5.1.19. Ingeteam
  • 5.1.20. Kempower
  • 5.1.21. Kostad
  • 5.1.22. L-Charge
  • 5.1.23. Last Mile Solutions
  • 5.1.24. Legrand
  • 5.1.25. Optimile
  • 5.1.26. Power Electronics
  • 5.1.27. RetailSonar
  • 5.1.28. Siemens
  • 5.1.29. Tritium
  • 5.1.30. Twaice
  • 5.1.31. Virta
• 5.2. North America
  • 5.2.1. BorgWarner
  • 5.2.2. BTC POWER (E.ON)
  • 5.2.3. Camber
  • 5.2.4. Delta Electronics
  • 5.2.5. Detroit Diesel Corporation (Daimler Truck)
  • 5.2.6. EV Connect
  • 5.2.7. EverCharge
  • 5.2.8. EvGateway
  • 5.2.9. FreeWire Technologies
  • 5.2.10. Geotab
  • 5.2.11. InCharge Energy
  • 5.2.12. Noodoe
  • 5.2.13. SK Signet
  • 5.2.14. Tellus Power Green
• 5.3. Additional hardware and software providers

6. Early Use Cases

• 6.1. DFDS electrifies A-B routes together with Volvo Trucks
• 6.2. Tesla delivers 50 Tesla Semis to PepsiCo
• 6.3. MTAs road to electrify bus-traffic in New York City
• 6.4. Boliden deploys underground electric trucks for mining
• 6.5. ARC operates Scania electric refuse trucks in Copenhagen
• 6.6. Schneider adds close to 100 electric Freightliner eCascadia
• 6.7. DSV orders 300 electric Volvo trucks

7. Market Analysis and Trends

• 7.1. Market analysis
  • 7.1.1. Market forecasts
  • 7.1.2. Regional market analysis
  • 7.1.3. Government incentives and investments in Europe
  • 7.1.4. Government incentives and investments in North America
• 7.2. Value chain analysis
  • 7.2.1. DC charging hardware providers
  • 7.2.2. Software providers and charge point operators
  • 7.2.3. Commercial vehicle OEMs
  • 7.2.4. Mergers and acquisitions
• 7.3. Market drivers and barriers
  • 7.3.1. Drivers
  • 7.3.2. Barriers
• 7.4. Market trends
  • 7.4.1. Demand for public en route and destination charging to increase rapidly
  • 7.4.2. The electric commercial vehicle market continues to grow fast
  • 7.4.3. Open architectures alter the EV charging value chain
  • 7.4.4. A modular design improves the case for DC charging
  • 7.4.5. Electric Trucking-as-a-Service (TaaS) is an attractive model
  • 7.4.6. Battery buffered charging can solve grid connectivity issues
  • 7.4.7. New market entrants enrich the EV charging value chain
• List of Acronyms and Abbreviations