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전기버스 충전 인프라 시장 : 성장, 동향, COVID-19의 영향, 예측(2022-2027년)

Electric Bus Charging Infrastructure Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

발행일: | 리서치사: Mordor Intelligence Pvt Ltd | 페이지 정보: 영문 | 배송안내 : 2-3일 (영업일 기준)

※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

전기버스 충전 인프라 시장은 2021년에 16억 8,000만 달러를 기록했으며, 2027년에는 66억 3,000만 달러에 달하고, 예측기간(2022-2027년)에 약 16.4%의 CAGR로 성장할 것으로 예측됩니다.

코로나바이러스 유행중 수많은 변수가 세계의 전기버스 충전 인프라 시장에 영향을 미치고 있습니다. 시장 성장에 영향을 미치는 중요한 변수는 공급망 제약과 'EV 배터리 수요 감소'입니다. 시장은 배터리 제조에 필요한 가장 중요한 부품 공급 부족에 따라 심각한 영향을 받고 있습니다. 그러나 코로나바이러스 감염 감소에 의해 공급망 제약이 완화되면, 업계 주요 기업은 5G 등의 최첨단 기술을 도입하여 시장 성장을 지지하기 위한 연구개발에 착수하고 있습니다.

목차

제1장 서론

  • 조사 가정
  • 조사 범위

제2장 조사 방법

제3장 주요 요약

제4장 시장 역학

  • 시장 성장 촉진요인
  • 시장 성장 억제요인
  • 산업의 매력 - Porter's Five Forces 분석
    • 신규 참여업체의 위협
    • 구매자/소비자의 협상력
    • 공급 기업의 협상력
    • 대체품의 위협
    • 경쟁 기업간 경쟁 관계

제5장 시장 세분화

  • 충전 종류별
    • 플러그인 충전
    • 오버헤드 충전
  • 지역별
    • 북미
    • 유럽
    • 아시아태평양
    • 세계의 기타 지역

제6장 경쟁 상황

  • 벤더의 시장 점유율
  • 기업 개요
    • Electric Charging Infrastructure Suppliers
      • ABB Ltd
      • Proterra Inc.(also electric bus manufacturer)
      • ChargePoint Inc.
      • Siemens AG
    • Electric Bus Manufacturers
      • BYD Auto Co. Ltd
      • Daimler AG

제7장 시장 기회와 향후 동향

KSM 22.10.25

The electric bus charging infrastructure market was valued at USD 1.68 Billion in 2021, and it is expected to reach USD 6.63 Billion by 2027, registering a CAGR of around 16.4% during the forecast period (2022-2027).

During the coronavirus epidemic, numerous variables are influencing the worldwide electric bus charging infrastructure market. This industry, like most others, has suffered a significant downturn as a result of the epidemic. The key variables influencing the market growth are supply chain constraints and 'falling demand for EV batteries.' The market is being severely impacted by the lack of availability of the most significant components for battery manufacture. However, when supply chain constraints are relaxed due to fewer coronavirus infections, the industry's leading players have begun research and development to boost market growth by incorporating cutting-edge technologies like 5G.

Over the long term, the global adoption of stricter pollution regulations is expected to boost electric car sales throughout the projection period. To meet the growing demand for EVs, manufacturers of automotive power modules have begun investing in expanding their production capacities, primarily in the Asia-Pacific region, which has the world's highest sales and export of vehicles, as well as the lowest tariff on EV parts among ASEAN countries.

Key Highlights

  • In September 2022, A pilot project, through which the Ministry of Road Transport & Highways in India, is developing EV charging stations across 5000km of the national highway, is presently in its last stages of technical and commercial testing using electric buses on the Delhi-Jaipur line beginning September 9th, 2022. This will add a 278 km length to the previously performed 210 km trial run between Delhi and Agra in 2021, completing technical testing of a total of 500 miles across four states in its pilot phase: UP, Delhi, Haryana, and Rajasthan.

China and the United States registered higher adoption of electric buses. In the coming years, the above countries are expected to continue to deploy more electric buses, owing to strong encouragement from the governments, transit agencies, as well as other green vehicle-supporting communities and organizations.

Key Market Trends

Governmental Efforts to Increase in the Number of Electric Buses

E-mobility is currently seen as the most promising technology to reduce exhaust emissions in transportation. Electric buses are replacing conventional diesel-fueled buses at an accelerating rate that is outpacing the adoption of battery-powered cars. According to forecasts by Bloomberg New Energy Finance, by 2030, ~28% of car sales are likely to be electric vehicles, while 84% of new buses will be electric buses.

The electric bus market is rapidly growing across the world owing to the governmental push to decarbonize public transportation in major countries. Many countries have established goals to procure electric buses. For instance,

The Joe Biden administration has proposed a USD174 billion program to promote the adoption of electric vehicles with the goal of moving the United States toward zero-emission transportation. The major market players' innovation in the emerging heavy-duty electric bus sector is boosting the market growth of e-buses by lowering their maintenance costs and efficiency.

China's move toward electric vehicles is expected to continue, with 420,000 new electric buses expected to be purchased by 2025.Electric bus fleets should be able to grow significantly (about 40%) as a result of market expansion and government support.

By 2030, India wants to sell 70% of all commercial vehicles, including 40% of buses, as electric vehicles.The objective of achieving net zero carbon emissions is in line with this.

In Europe, electric bus registrations climbed by 48% in 2021 compared to 2020. Last year, 3,282 e-buses were delivered, increasing the total number of vehicles registered on the continent to over 8,500 since 2012. The European government has formulated various policies and has started projects for building the charging infrastructure across the region, primarily to meet the electric vehicle sales target.

The transportation sector, which contributes about 27% to Europe's total greenhouse emissions, is also a source of other dangerous emissions, like NOx. At present, approximately 725,000 buses operate in Europe, including all types of powertrains (electric and non-electric). Out of these, around 2,500 are electric buses, which indicates that the majority of them run on diesel. By 2025, public agencies must purchase "clean" buses for a quarter of all new buses under the new rules that the European Union adopted in February 2019.from 2030, the ratio will rise to one third.As a result, bus lines will expand significantly in European cities in the coming years.The C40 Declaration for fossil-free streets has been signed simultaneously by 40 cities, including Paris, Berlin, London, Copenhagen, Barcelona, Rome, and Rotterdam, with the goal of zero-emission bus fleets by 2025.

Asia Pacific is Leading the Electric Bus Charging Infrastructure Market

The electric bus charging infrastructure market in the Asia Pacific is led by China, followed by Europe and North America, respectively. Currently, 99% of electric buses in service are in China, due to the major air pollution problems in Chinese cities and the decision of local authorities to invest in transport that does not emit. Other developing countries like India are fueling the electric bus charging infrastructure market by adopting more electric buses in the country.

China is a key player in the global electric bus market and is home to 98% of the world's electric buses. China is anticipated to sustain its dominance during the forecast period. In March 2021, more than 421,000 electric buses were in use China, which amounts to about 99.0% of the global fleet. The keen focus on electrification of public transit with prevalent subsidies and national regulations is a major factor contributing toward the high market share of China in the global electric bus market.

China's Ministry of Transport is offering subsidies and other benefits for the development of low emission bus fleets, thereby, further positively influencing the market. For instance, 61,000 more new energy buses were sold by Chinese bus makers during 2020, despite of the pandemic.

China's electric bus expansion is expected to continue, with 420,000 additional electric buses ordered by 2025. Growth in the market and government support should also allow for a large increase in the number of electric bus fleets, which is approximately 40%.

Shenzhen and Guangzhou are leading cities in fully electric bus fleets, while more Chinese cities are expected to follow the same in coming years. During the forecast period, China may continue to witness growth in the adoption of electric buses, as more than 30 Chinese cities have made plans to achieve 100% electrified public transit by the start of 2021, including Guangzhou, Zhuhai, Dongguan, Foshan, and Zhongshan in the Pearl River Delta, along with Nanjing, Hangzhou, Shaanxi, and Shandong.

Although China is more focused on battery electric buses, there are significant number of hybrid buses in the country owing to the long-range possibilities offered by them. During the forecast period, series hybrid category is expected to account major share in hybrid bus category. Due to the ease in designing and assembling this type of powertrain, which reduces the overall cost of electric bus, more number od buses are expected to equip this type of powertrain.

Other important countries include India . However, in India, the acceptance of electric and hybrid buses is slow, primarily due to the cost factor. The average cost of hybrid or electric buses is 3-4 times higher than diesel buses. Furthermore, with the decrease in the cost of diesel, there is not much incentive for the operators to shift to hybrid or electric buses. Some cities, like Delhi and Mumbai, are using clean fuel, like CNG, for bus operations.

Thus, to make operators adopt electric buses, the Government of India unveiled the National Electric Mobility Mission Plan (NEMMP) 2020 to accelerate the growth of the electric and hybrid components of the automotive sector. It focuses primarily on fast-tracking the manufacturing and introduction of EVs in India. For instance,

  • In September 2022, In India, on behalf of five state governments, CESL-Convergence Energy Services Ltd. (a subsidiary of EESL- Energy Efficiency Services Ltd.) granted a contract for 5,450 electric buses. CESL plans to conduct a $10 billion (Rs.80,000 crore) tender for 50,000 electric buses, which has been authorized by NITI Ayog to reduce pollution in India and boost E-Bus manufacturers.

Competitive Landscape

The electric bus charging infrastructure market is consolidated and led by a few players, such as ABB Group, Proterra Inc. (also an electric bus manufacturer), ChargePoint Inc., Siemens AG, and Others. The companies are entering strategic partnerships, acquisitions, and product development to expand their brand portfolio.

  • In November 2021, The California Energy Commission has given the Los Angeles Department of Transportation (LADOT) a USD 6 million grant to install one of the largest EV fleet charging systems in the United States that will be powered by a solar and storage microgrid. At the Washington Bus Yard, LADOT will install a 4.5MWh Apparent energy storage system in conjunction with 1.5 megawatts of rooftop and bus solar canopy to power five Proterra 1.5 megawatt fleet chargers with 104 remote EV charging dispensers.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Charging Type
    • 5.1.1 Plug-in Charging
    • 5.1.2 Overhead Charging
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia-Pacific
    • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 Electric Charging Infrastructure Suppliers
      • 6.2.1.1 ABB Ltd
      • 6.2.1.2 Proterra Inc. (also electric bus manufacturer)
      • 6.2.1.3 ChargePoint Inc.
      • 6.2.1.4 Siemens AG
    • 6.2.2 Electric Bus Manufacturers
      • 6.2.2.1 BYD Auto Co. Ltd
      • 6.2.2.2 Daimler AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

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