세계의 V2X 유연성 서비스 시장(2025-2034년)

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