<2024> Electric Vehicle Charging Infrastructure_ Global Trends and Market Outlook (~2030)
As the
electric vehicle (EV) market has grown rapidly, the importance of charging
infrastructure has become more important than ever. Accordingly, SNE Research
has published the latest report on “Global Trends and Market Outlook for
Electric Vehicle Charging Infrastructure (~2030).”
- This
report provides an in-depth analysis of the current and future of electric
vehicle charging infrastructure worldwide. Key findings include:
- Global
Market Trends: Analysis of recent trends in charging infrastructure expansion
(policies and current status)
- Regional
Growth Outlook: Analysis of market outlook and opportunity factors in major
regions such as Korea, US, China, and Europe
- Competitive
Landscape: Analysis of major companies’ strategies and positioning in the
market
- Future
Outlook: Forecast of charging infrastructure market growth and key trends up to
2030
- Technological
Innovation: Advances in charging infrastructure technology such as fast
charging technology and smart grid integration and their impact
This report will help to increase the overall
understanding of the electric vehicle charging infrastructure market and
provide important insights to related companies, investors, and policy makers.
This report is divided into five chapters.
In Chapter 1, we introduced the revolutionary changes that E-mobility has
brought to existing transportation. In addition, we will discuss the impact of
the spread of electric vehicles on the value chain of the automobile industry
and the importance of charging infrastructure.
Chapter 2 explains the basic concepts and structure of electric vehicle
charging infrastructure. Charging infrastructure is classified by charging
speed and method, and there are various standards by country and region. It
covers in depth the charger standards and technical requirements of each
country, and the regulations related to them.
Chapter 3 analyzes the current status and future outlook of the global
and domestic electric vehicle industry and charging infrastructure market. It
examines the trends and policies of the electric vehicle market in major
regions around the world (Korea, US, Europe, China, etc.) and presents plans
and outlook for expansion of charging infrastructure in each country. It also
covers the current status and policy trends of domestic charging infrastructure
in depth.
Chapter 4 covers major
corporate trends and issues in the electric vehicle and charging infrastructure
industries. It analyzes the latest trends of car makers and charging
infrastructure companies and summarizes major issues being discussed in the
industry. It also introduces the development of next-generation technologies
such as ultra-fast charging, wireless charging, and sustainable charging
technology.
Finally, Chapter 5 provides strategic recommendations to activate the
electric vehicle charging infrastructure market. We present policy and
technical measures that can promote market growth and share insights on
effective ways to build charging infrastructure.
Below is a
table of contents for the entire report and contents for inserted figures and
tables.
-Contents-
1. Introduction: E-Mobility Revolution and Key Trends in Transportation
1.1. Definition of E-mobility
1.2. Differences from existing internal
combustion engine vehicles
1.3. Changes in the value chain
1.3.1. Battery market
1.3.2. EV component market
1.4. Importance of charging infrastructure
2. Understanding EV Charging Infrastructure
2.1. Charging infrastructure classification
system
2.2. Status of charging infrastructure
standards by country and region
3. Status and Outlook of EV and Charging Infrastructure Market
3.1. Global/domestic EV industry trends and
outlook
3.1.1. Global/domestic EV industry trends
3.2. Global/domestic EV policy trends
3.2.1. Domestic policy trends
3.2.2. Global policy trends
3.3. Global charging infrastructure market
status/outlook and policies
3.3.1. Global (incl. Korea, US, China,
Europe, Japan, and other countries)
3.3.2. US
3.3.3. Europe (EU27+5)
3.3.4. China
3.3.5. Other countries
3.4. Domestic charging infrastructure market
status/outlook and policies
3.4.1. Domestic charging infrastructure
market status
3.4.2. Domestic charging infrastructure
market outlook
3.4.3. Domestic charging infrastructure policies
4. EV and charging infrastructure
industry status and major issues
4.1. Completed vehicle (EV) related company
trends
4.2. Charging
infrastructure company trends
4.3. Major issues of EV charging
infrastructure industry
4.4. Next-generation technology in the
charging field
4.4.1. Ultra-Fast Charging
4.4.2. Wireless Charging
4.4.3. Sustainable Charging
5. INSIGHT: Suggestions for revitalizing the charging
infrastructure market
[Ch.1]
Fig. 1.1 Scope of E-mobility
Fig. 1.2 Differences between internal
combustion engine vehicles and electric vehicles
Fig. 1.3 Average power source ratio in the
United States and annual carbon emissions by vehicle type
Fig. 1.4 Driving efficiency of small electric
vehicles
Fig. 1.5 Fuel efficiency by vehicle weight
increase by vehicle type
Fig. 1.6 History of electric vehicles
Fig. 1.7 Scope of electric vehicle
manufacturing value chain
Fig. 1.8 Prospects for expansion of electric
vehicles and charging infrastructure for carbon neutrality in the
transportation sector
Fig. 1.9 Annual investment required to achieve
carbon neutrality 1.5-degree scenario in 2030
Fig. 1.10 Ratio of charging stations per
electric vehicle in large cities
Fig. 1.11 Securing power grid flexibility
through electric vehicle batteries
Fig. 1.12 Projected contribution of electric
vehicles to peak power load by hour in the evening/night charging case of the
2030 Sustainable Development Scenario
Fig. 1.13 The voltage and current required for
charging are determined by the BMS in the vehicle
Fig. 1.14 Determining the charging capacity
based on the battery condition
Fig. 1.15 Main components of a fast charger
[Ch.2]
Fig. 2.1 Electric vehicle charging
infrastructure configuration system
Fig. 2.2 Electric vehicle charging
infrastructure configuration diagram
Fig. 2.3 Charger terminology
Fig. 2.4 Classification of charging technology
Fig. 2.5 Classification of electric vehicle
charging infrastructure
[Ch.3]
Fig. 3.1 Changes in the automobile parts
industry
Fig. 3.2 Changes in the global value chain
structure
Fig. 3.3 Key contents of support for the major
transformation of the industrial ecosystem
Fig. 3.4 Ban on sales and operation of internal
combustion engine vehicles and carbon neutrality plans by country
Fig. 3.5 Status of electric vehicle subsidy
support in major countries
Fig. 3.6 Global scale of charging
infrastructure
Fig. 3.7 Global scale of slow charging
infrastructure
Fig. 3.8 Global scale of fast charging
infrastructure
Fig. 3.9 Number of EVs
per charger (Global, national)
Fig. 3.10 Global charger market outlook (IHS)
Fig. 3.11 Global electric vehicle charging
service market size outlook
Fig. 3.12 Global electric vehicle charging
index score
Fig. 3.13 Global electric vehicle charging
index score
Fig. 3.14 Electric vehicle distribution outlook
for achieving carbon neutrality in the United States
Fig. 3.15 Distribution of chargers by major
charging service providers in the United States
Fig. 3.16 Distribution of the number of
chargers by type of chargers of major US charging companies
Fig. 3.17 Trends in the US electric vehicle
charging station market: (left) level 2 chargers, (right) DC fast chargers
Fig. 3.18 Size of US charging infrastructure
Fig. 3.19 Number of chargers in the US
Fig. 3.20 Proportion of slow/fast chargers in
the US
Fig. 3.21 Number of slow chargers in the US
Fig. 3.22 Proportion of slow chargers in the US
by speed
Fig. 3.23 Number of fast chargers in the US
Fig. 3.24 Proportion of fast chargers in the US
by speed
Fig. 3.25 Number of slow chargers in public
facilities in the US
Fig. 3.26 Number of fast chargers in public
facilities in the US
Fig. 3.27 Number of EVs
per charger in US (slow and fast)
Fig. 3.28 Number of EVs per charger in US (private
and public)
Fig. 3.29 Support programs for expanding
electric vehicles and charging stations by the US Department of Transportation
(DOT)
Fig. 3.30 Status of electric vehicle charging
infrastructure in Europe
Fig. 3.31 Distribution ratio of public chargers
by European country
Fig. 3.32 Status of charging stations compared
to electric vehicles per 100,000 people in Europe
Fig. 3.33 Outlook for installing public
chargers in Europe
Fig. 3.34 Impact of electric vehicle charging
usage in Europe on electricity demand
Fig. 3.35 European charging infrastructure
market size
Fig. 3.36 Number of European chargers
Fig. 3.37 Proportion of number of slow/fast
chargers in Europe
Fig. 3.38 Number of slow chargers in Europe
Fig. 3.39 Proportion of slow chargers by speed
in Europe
Fig. 3.40 Number of fast chargers in Europe
Fig. 3.41 Proportion of fast chargers by speed
in Europe
Fig. 3.42 European charging infrastructure
market size (private/public)
Fig. 3.43 Number of private chargers in Europe
Fig. 3.44 Number of public chargers in Europe
Fig. 3.45 Charging ratio in Europe (private,
public)
Fig. 3.46 Charging ratio in Europe (slow, fast)
Fig. 3.47 Number of chargers by region in
Europe in 2018 (public)
Fig. 3.48 Number of chargers by region in
Europe in 2023 (public)
Fig. 3.49 Status of charging stations installed
in Germany from 2017 to 2023 (unit: units)
Fig. 3.50 Status of electric battery charging
system in Germany (as of October 2023)
Fig. 3.51 Penetration rate of BEV_PHEV in China
Fig. 3.52 Trend of electric vehicle sales in
China
Fig. 3.53 Trend of electric vehicles and
chargers in China
Fig. 3.54 Electric vehicle charging volume by
province and city in China in 2021
Fig. 3.55 China's monthly public chargers in
2020~2021
Fig. 3.56 Market share of public charger
operators
Fig. 3.57 Size of China's charging
infrastructure market
Fig. 3.58 Number of chargers in China
Fig. 3.59 Share of number of slow/fast chargers
in China
Fig. 3.60 Number of slow chargers in China
Fig. 3.61 Share of slow chargers in China by
speed
Fig. 3.62 Number of fast chargers in China
Fig. 3.63 Share of fast chargers in China by
speed
Fig. 3.64 Size of China's charging
infrastructure market
Fig. 3.65 Number of private chargers in China
Fig. 3.66 Number of public chargers in China
Fig. 3.67 Number of EVs per charger in China
(private, public)
Fig. 3.68 Number of EVs per charger in China
(slow, fast)
Fig. 3.69 ‘2020 New vehicle purchase preference
survey targeting Indian consumers
Fig. 3.70 Electric vehicle incentive support
contents
Fig. 3.71 Size of the Japanese charging
infrastructure market
Fig. 3.72 Number of chargers in Japan
Fig. 3.73 Proportion of number of slow/fast
chargers in Japan
Fig. 3.74 Number of EVs per charger in Japan
(slow, fast)
Fig. 3.75 RoW charging infrastructure market
size
Fig. 3.76 RoW country share (2023)
Fig. 3.77 RoW charging ratio (slow, fast)
Fig. 3.78 Electric vehicle and charger
distribution status by domestic region (Source: Ministry of Land,
Infrastructure and Transport)
Fig. 3.79 Rapid charger distribution status by
domestic region (Source: Ministry of Land, Infrastructure and Transport)
Fig. 3.80 Monthly average charger usage status
by domestic installation location (Source: Korea Power Exchange)
Fig. 3.81 Hyundai-Kia charging products and
services
Fig. 3.82 LG Group charging products and
services
Fig. 3.83 GS Connect domestic charger
installation trend
Fig. 3.84 GS Group charging business SWOT
analysis
Fig. 3.85 SK Group charging products and
services
Fig. 3.86 SK Group charging business SWOT
analysis
Fig. 3.87 Lotte Group charging business SWOT
analysis
Fig. 3.88 Mismatch analysis by nationwide fast
charger installation location (by facility)
Fig. 3.89 Mismatch analysis by nationwide fast
charger installation area (by region)
Fig. 3.90 Survey on electric vehicle charging
infrastructure and charging manners
Fig. 3.91 Size of domestic charging
infrastructure
Fig. 3.92 Number of domestic chargers
Fig. 3.93 Proportion of domestic slow/fast
chargers
Fig. 3.94 Domestic vehicle charging ratio
Fig. 3.95 Number of domestic slow chargers
Fig. 3.96 Proportion of domestic slow chargers
by speed
Fig. 3.97 Number of domestic fast chargers
Fig. 3.98 Proportion of domestic fast chargers
by speed
Fig. 3.99 Proportion of slow/fast in apartment
complexes
Fig. 3.100 Number of slow/fast chargers in
apartments
Fig. 3.101 Slow/fast charging ratio in
apartments among multi-family housing facilities
Fig. 3.102 Slow/fast charging ratio in
commercial facilities
Fig. 3.103 Number of slow/fast chargers in
commercial areas
Fig. 3.104 Slow/fast charging ratio in public
facilities
Fig. 3.105 Fast chargers in highway rest areas
Fig. 3.106 Fast chargers in gas stations among
commercial facilities
Fig. 3.107 Fast chargers in other facilities
(tourist facilities, educational and cultural facilities, schools, neighborhood
living facilities, gas stations, shopping malls, parking facilities, vehicle
maintenance facilities, rest areas, highways, local roads)
Fig. 3.108 Market share by charging point
operator (CPO)
Fig. 3.109 Market share by electric vehicle
supply equipment (EVSE)
Fig. 3.110 Key tasks of the Carbon Neutral
Green Growth Committee
Fig. 3.111 Detailed plan for expansion of
charging infrastructure
Fig. 3.112 Current status and plan of electric
vehicles and electric vehicle chargers in Korea
Fig. 3.113 Roadmap for transfer of charging
infrastructure to the private sector
Fig. 3.114 Electric vehicle charging service
linked to renewable energy and energy storage systems
[Ch.4]
Fig. 4.1 Status of subsidiaries of advanced
electric vehicle manufacturers by e-mobility service
Fig. 4.2 Wireless charging of electric vehicles
while parked
Fig. 4.3 Wireless charging method while driving
on the road
Fig. 4.4 Configuration of electric vehicle
wireless charging system
Fig. 4.5 Configuration of electric vehicle
wireless charging system
Fig. 4.6 Individual configuration of wireless
charging system GA and VA
Fig. 4.7 Types and characteristics of electric
vehicle wireless charging method
Fig. 4.8 Types of wireless charging technology
Fig. 4.9 SAE standards related to wireless
charging
Fig. 4.10 Wireless communication configuration
suggested by SAE J2954/2
Fig. 4.11 Wireless charging standard
establishment activities
Fig. 4.12 Sustainable charging infrastructure
Fig. 4.13 Electric vehicle charging system
linked to solar power generation and energy storage system
Fig. 4.14 Direction of promotion of new energy
industry based on renewable energy
Fig. 4.15 Load leveling of V2G system
Fig. 4.16 Relationship between V2G system
components
Fig. 4.17 AC bidirectional charging and DC
bidirectional charging concept diagram
Fig. 4.18 V2G related standard examples
-Tables-
[Ch.1]
Table 1.1 Factors hindering the distribution of
electric vehicles
[Ch.2]
Table 2.1 Charging mode classification
Table 2.2 Charging type and level
classification
Table 2.3 Electric vehicle charging standards
by region
[Ch.3]
Table 3.1 Global electric vehicle sales
(‘18~‘22)
Table 3.2 Global electric vehicle parts market
size forecast
Table 3.3 Electric vehicle-related Society of
Automotive Engineers (SAE) standards
Table 3.4 Domestic zero-emission vehicle
distribution status (as of `23.12.31)
Table 3.5 Comparison of domestic and global
electric vehicle distribution policies
Table 3.6 Comparison of major policy goals
related to eco-friendly vehicles by country
Table 3.7 Global charging infrastructure
hardware market forecast
Table 3.8 European eco-friendly sector-related
laws
Table 3.9 Number of chargers by region in
Europe (public) in 2018 and 2023
Table 3.10 Support measures for electric
vehicle charging infrastructure by major European countries (Source: Wallbox,
SK Securities)
Table 3.11 Infrastructure support policies in
major regions in China
Table 3.12 GS Group charging business strategy
and status
Table 3.13 SK Group charging business strategy
and status
Table 3.14 Lotte Group business strategy and
status
[Ch.4]
Table 4.1 Status of electric vehicle
manufacturers and models (domestic)
Table 4.2 Status of
slow and fast charger manufacturing models by electric vehicle charger manufacturer
Table 4.3 Issues related to electric vehicle
charging infrastructure
Table 4.4 Cases of overseas interoperability
test centers
Table 4.5 Comparison of wireless charging
methods
Table 4.6 Standards related to wireless
charging
Table 4.7 Standards related to V2G