berginsight.com EV Charging Infrastructure in Europe and North America

EV Charging Infrastructure in Europe and North America 2nd Edition

EV Charging Infrastructure in Europe and North America is the second strategy report from Berg Insight analysing the latest developments on the 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 180 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions. berginsight.com EV Charging Infrastructure in Europe and North America

The number of connected EV charging points in Europe and North America to reach 7.9 million by 2025

Electric vehicle (EV) charging refers to the process of charging Many CPOs develop back-office platforms in-house, whereas a battery electric vehicle or plug-in hybrid electric vehicle from some prefer third-party platforms from dedicated software an external power source. The external power source is often providers. Examples of significant software providers in a , which is defined as equipment enabling a Europe are Virta, Has-to-be, GreenFlux, Last Mile Solutions, connection between the electric vehicle and the power grid. Driivz and Fortum. In North America, there are a number of EV charging stations play a significant role in the discussions regional as well as international companies offering hardware regarding the electrification of vehicle fleets. Electric vehicles and software solutions. ChargePoint is a leading player on the and EV charging stations are often brought forward as a market, especially as CPO. Other major regional providers prerequisite in order to decrease the environmental impact include BTCPower (Innogy), Blink Charging, SemaConnect of transportation. and FLO (AddÈnergie). Several of the prominent companies in North America can provide end-to-end offerings including Berg Insight is of the opinion that the market for EV charging hardware, software and charge point operations. The most solutions is in a growth phase which will last for several prominent dedicated software providers in North America are years to come. Mega-challenges such as vehicle emissions Greenlots (Shell Group) and EV Connect. and climate change continue to encourage investments in electric vehicles and EV charging infrastructure, contributing There are a large number of CPOs in Europe. A few of these to a positive outlook for the market. The COVID-19 crisis has players have charging operations as their core business, generated a limited and temporary short-term fluctuation, but many actors come from adjacent markets. Examples of but Berg Insight remains positive that the long-term growth companies that are more or less specialised CPOs include will not be affected. The total number of dedicated charging Allego, Freshmile, InstaVolt, Ionity and Fastned. Ionity was points in Europe is forecasted to grow at a compound annual founded in 2017 by BMW Group, Ford Motor Company, growth rate (CAGR) of 33 percent from 2.3 million in 2020 to Daimler and Volkswagen Group. Many of the CPOs in Europe 9.7 million by 2025. In North America, Berg Insight estimates are utility companies. Examples of utilities acting as CPOs that the total number of dedicated charging points will include CEZ Group, EnBW, Enel X, ESB Group, Iberdrola increase from 0.9 million in 2020 to reach 2.6 million in 2025, Group, Innogy, Izivia, Statkraft and Vattenfall. The French CPO growing at a CAGR of 25 percent. These numbers include Izivia is a subsidiary of the French utility EDF, while Enel X is both private and public charging points. a subsidiary of the Italian utility Enel. Enel X is furthermore a notable hardware provider in North America after acquiring Over the years, charging stations have evolved from being eMotorWerks in 2017. Some CPOs in Europe have a traditional non-connected hardware devices to smart background in the petroleum industry. NewMotion and BP devices using connectivity technologies like Wi-Fi, GPRS Pulse are owned by Shell Group and BP respectively. French and 4G. Charge point operators (CPOs) can remotely monitor TotalEnergies has a charging operation business as well. and maintain charging stations, while EV drivers can locate Moreover, BP Pulse, NewMotion and TotalEnergies all offer chargers, monitor charging availability and manage payments. proprietary hardware. This is the case also for the utilities In 2020, the number of connected charging points in Europe Enel X and Innogy. In North America, Electrify America and is estimated to have reached 1.3 million units, corresponding EVgo are two major pure play CPOs. Tesla is also a prominent to a penetration rate of 53 percent. In North America, the player, operating its Supercharger and Destination Charging number of connected charging points is estimated to about Networks in Europe and North America, albeit so far only for 0.3 million, corresponding to a penetration rate of 40 percent. Tesla drivers. Most of the connected charging points in Europe and North America are either in public or semi-public applications.

A group of established automotive solution providers are among the leaders on the market for EV charging stations. Some pure play charging station manufacturers are also developing into influential players. In Europe, examples of major hardware providers include ABB, ABL, Alfen, Circontrol, Compleo Charging Solutions, CTEK, DBT Group, Easee, Efacec, EVBox, Garo, IES Synergy, Keba, Mennekes, Pod Point, Rolec Services, Schneider Electric, Wallbox and Zaptec. While some companies specialise in either AC or DC chargers, others offer both. A few players additionally offer software and services as part of end-to-end offerings. berginsight.com EV Charging Infrastructure in Europe and North America

Table of contents

Executive summary 4 Hardware and software 5.3 Market trends providers 5.3.1 Electric vehicle market continues to grow in 1 EV charging in Europe and North spite of the COVID-19 crisis America 4.1 Europe 5.3.2 The business case for connected charging 4.1.1 ABB stations continues to improve 1.1 EV charging infrastructure in Europe 4.1.2 ABL 5.3.3 M&As drive consolidation in the EV charging 1.2 EV charging infrastructure in North America 4.1.3 Alfen landscape 1.3 The electric vehicle market 4.1.4 Alpitronic 5.3.4 Going public gives access to growth capital 1.3.1 Vehicle types 4.1.5 Chargecloud 5.3.5 Demand for public and destination charging to 1.3.2 The electric vehicle market in Europe 4.1.6 ChargeNode increase rapidly in Europe 1.3.3 The electric vehicle market in North America 4.1.7 Circontrol 5.3.6 Open architectures alter the EV charging value 1.3.4 Electric vehicle models 4.1.8 Compleo Charging Solutions chain 1.4 Market players 4.1.9 CTEK 5.3.7 A modular design improves the case for DC 1.4.1 Charge point operators (CPOs) 4.1.10 DBT Group charging 1.4.2 Mobility service providers (MSPs) 4.1.11 Driivz 5.3.8 Car OEMs offer MSP services to lower barriers 1.4.3 Hardware and software providers 4.1.12 Easee to EV adoption 4.1.13 Efacec 2 Charging technologies and 4.1.14 Ekoenergetyka Glossary standards 4.1.15 eNovates 4.1.16 Ensto 2.1 Electric vehicle charging 4.1.17 Etrel 2.1.1 AC and DC 4.1.18 EVBox (ENGIE) 2.1.2 Charging modes and levels 4.1.19 Evtec 2.1.3 Battery capacity and charging time 4.1.20 Fortum 2.2 Connector standards 4.1.21 Garo 2.2.1 Type 1/SAE J1772 4.1.22 Gnrgy 2.2.2 Type 2 4.1.23 GreenFlux 2.2.3 Combined charging system (CCS) 4.1.24 Green Motion (Eaton) 2.2.4 CHAdeMO 4.1.25 Has-to-be 2.2.5 Tesla Supercharger 4.1.26 Ingeteam 2.2.6 GB/T 4.1.27 IES Synergy 2.3 Connectivity and management software 4.1.28 Keba 2.3.1 Cellular IoT gateways, routers and modems 4.1.29 Kostad 2.3.2 The open charge point protocol (OCPP) 4.1.30 Last Mile Solutions 2.3.3 Charging station management software 4.1.31 Mennekes Group 2.4 Payment solutions 4.1.32 Pod Point (EDF) 2.4.1 Mobile payments and RFID tags 4.1.33 Rolec Services 2.4.2 Payment terminals 4.1.34 Schneider Electric 4.1.35 Siemens 3 Charge point operators 4.1.36 Smartlab 3.1 Europe 4.1.37 Tritium 3.1.1 Allego 4.1.38 Virta 3.1.2 BP Pulse 4.1.39 Wallbe 3.1.3 Bouygues Energies and Services (Bouygues 4.1.40 Wallbox Construction) 4.1.41 Webasto 3.1.4 CEZ Group 4.1.42 Wirelane 3.1.5 EnBW 4.1.43 Zaptec 3.1.6 Eneco eMobility 4.2 North America 3.1.7 Enel X (Enel Group) 4.2.1 AddÈnergie (FLO) 3.1.8 ESB Group 4.2.2 BTCPower (Innogy) 3.1.9 Fastned 4.2.3 ChargePoint 3.1.10 Freshmile 4.2.4 ClipperCreek 3.1.11 Iberdrola Group 4.2.5 Delta Electronics 3.1.12 Innogy eMobility Solutions (E.ON Group) 4.2.6 EV Connect 3.1.13 InstaVolt 4.2.7 EvoCharge (Phillips & Temro) 3.1.14 Ionity 4.2.8 EVPassport 3.1.15 Izivia (EDF) 4.2.9 Greenlots (Shell Group) 3.1.16 Mer (Statkraft) 4.2.10 SemaConnect 3.1.17 NewMotion (Shell Group) 4.2.11 Signet 3.1.18 Recharge 3.1.19 TotalEnergies 5 Market analysis and trends 3.1.20 Vattenfall Group 5.1 Market analysis 3.2 North America 5.1.1 Market forecast 3.2.1 Blink Charging 5.1.2 Regional market analysis 3.2.2 Electrify America 5.1.3 Government incentives and investments 3.2.3 Electrify Canada 5.2 Value chain analysis 3.2.4 EVgo 5.2.1 EV charging hardware vendors 3.2.5 Hydro-Québec 5.2.2 Software providers and charge point operators 3.2.6 Tesla 5.2.3 Automotive industry players 3.2.7 Volta Charging 5.2.4 Mergers and acquisitions berginsight.com EV Charging Infrastructure in Europe and North America

Hightlights from the Insights from 30 executive interviews with market leading companies. report 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.

Profilesof 54 companies offering EV charging hardware and software.

Profiles of 27 charge point operators (CPOs).

Market forecasts lasting until 2025.

This report answers the What is the current state and size of the EV charging market? following questions What are the current trends on this market?

Which are the leading providers of hardware and software solutions?

What equipment and service offerings are available from the different vendors?

Which are the leading charge point operators in Europe and North America?

What are the key drivers behind the adoption of EV chargers?

What impact will technology advancements have on the market?

How will the EV charging industry evolve in the next 5 years?

About Berg Insight’s IoT market research

Our market reports offer comprehensive information and analysis on key IoT technologies and markets, addressing important concerns including total addressable market, market penetration, market shares, industry landscape, regulatory environment, market trends and forecasts. Our research portfolio today comprises more than 50 items, where each market report focuses on a specific vertical application area or cover horizontal themes. All market reports come with complementary data sets in Excel format that can be easily analysed and converted into tables and charts. We offer a range of different license options together with bundled packages and subscriptions to suit your specific needs. berginsight.com EV Charging Infrastructure in Europe and North America

AUTOMOTIVE

EV Charging Infrastructure in Europe and North America

This study investigates the electric vehicle charging infrastructure market in Europe and North America covering all parts of the value chain including charge point operators, car OEM initiatives, and hardware and software vendors. About 887,000 of the charging points in the two regions were monitored via cellular connections in 2020. Get up to date with the latest information about vendors, charge point operators, products and markets.

PUBLISHED DATE August 2021 EDITION 2nd PAGES 180 AUTHOR Caspar Jansson

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EV Charging Infrastructure in Europe and North America is the foremost source of information about Who should buy this this market. Whether you are a vehicle manufacturer, EV charging technology vendor, charge point report? operator, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research.

AUTHOR Caspar Jansson is an IoT Analyst with a Master’s degree in Industrial Engineering and Management from Chalmers University of Technology. He joined Caspar Jansson Berg Insight in 2021 and his areas of expertise include automotive telematics, insurance telematics and EV charging technology. berginsight.com EV Charging Infrastructure in Europe and North America

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