유럽의 전기차 충전 서비스 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the european EV charging as a service market size was valued at USD 132.60 million in 2025 and is estimated to grow from USD 161.44 million in 2026 to reach USD 456.90 million by 2031, at a CAGR of 23.13% during the forecast period (2026-2031).

This report is Segmented by Charger Type (AC Chargers, DC Chargers), Power Output (Level 1/AC (Less Than 22 KW), Level 2 (22 To 50 KW), and More), Fleet Service Type (Company Vehicles and Motor Pools, Delivery and Logistics, and More), End-Use (Semi-Public Charging Setup, Public Charging Setup), and Country. The Market Forecasts are Provided in Terms of Value (USD).

Europe EV Charging As A Service Market Trends and Insights

EU AFIR and "Fit-for-55" Rollout Deadlines

By late 2025, the AFIR required the core Trans-European Transport Network (TEN-T) to establish recharging stations for light-duty vehicles every 60 km, with a minimum capacity of 400 kW. This requirement will be increased to 600 kW by 2027, replacing sub-150 kW hardware on key corridors. The regulation also mandates near-real-time data feeds and contactless payments, which standardize user experience and shrink roaming friction. Poland's corridor-funding package illustrates how EU capital is filling financing gaps for lagging member states. Germany and France face the steepest compliance curves, yet the penalties for non-conformance beginning in 2026 are accelerating permit approvals and forward-capacity reservations. Overall, AFIR is turning regulatory certainty into a bankable revenue floor for the European EV Charging As A Service market.

Declining Levelized Cost of More Than 150 kW DC Chargers

In 2024, average prices for 300-400 kW dispensers declined, driven by scaled production of modular cabinet designs from Alpitronic, Kempower, and ABB. Kempower's 1.2 MW Power Unit, which debuted in 2025, allows operators to incrementally boost capacity, significantly reducing per-port CAPEX. Meanwhile, Chinese manufacturers are experimenting with more affordable units, but face potential delays due to cybersecurity certification challenges. As hardware costs decline, project internal rates of return now exceed operator hurdle rates, even on secondary corridors. This shift expands the addressable market for Europe's EV Charging As A Service, reaching beyond just prime motorway locations.

Grid-Connection Delays and Capacity Bottlenecks

In Poland, France, Italy, and Spain, distribution-system operators frequently take extended periods to approve medium-voltage upgrades for high-power sites. This delay stalls corridor deployment, especially as AFIR deadlines loom closer. In 2025, a significant portion of fast-charging applications in Berlin and Munich faced prolonged processing times. This led operators to either scale back their plans or abandon requests altogether. Italy allocated substantial funds from its post-pandemic recovery initiative for charging infrastructure. However, by the end of 2025, only a fraction of the designated sites gained grid access. While EU market-design reforms are set to expedite approvals by 2028, the repercussions of these delays are already evident in project backlogs and postponed revenues.

Other drivers and restraints analyzed in the detailed report include:

1. OEM-Led Corridor Alliances (IONITY, CV-Charging Europe)
2. Corporate-Fleet Electrification Mandates
3. High Upfront CAPEX/ROI Risk at Low-Traffic Sites

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

AC posts held 62.41% of 2025 revenue, but their grip is loosening as fleets value faster turnaround times. At municipal curbsides and office carparks, low-power AC remains the lowest-cost path to coverage, especially where overnight dwell aligns with off-peak tariffs. Yet AFIR's technical minimums and corporate uptime targets are tilting fresh investment toward high-power DC, most visibly on TEN-T core corridors. Operators prioritizing Europe EV Charging As A Service market size expansion are therefore reallocating capital from slow AC infill to corridor DC hubs that promise higher ticket sizes and ancillary grid-service revenue.

Ultra-fast DCs' appeal rests on both user convenience and headline economics, and is set to expand at a 26.48% CAGR through 2031. IONITY's expansion financing, Kempower's modular cabinets, and Tesla's 500 kW V4 dispensers combine to double site throughput without doubling land or connection costs. Operators that already command AC footprints are adding DC islands to defend share, while new entrants skip straight to high-power hardware. As these dynamics unfold, the share of AC in the European EV Charging As A Service market will continue to decline, even though absolute AC volumes will still inch upward alongside the region's EV parc.

Sub-22 kW units represented 49.03% of 2025 revenue, but their utility on motorway routes is fading. AFIR's 400 kW site-level mandate pushes operators toward 350-400 kW dispensers today to future-proof assets. The cost drop for 300-400 kW hardware has narrowed the price gap with 50-150 kW models, tipping many investors toward the higher-throughput option. Consequently, high-power DC (above 150 kW) will capture the largest share of new capital allocations in the European EV Charging-as-a-Service market, growing at a 35.28% CAGR.

Megawatt-scale charging is the next frontier. Kempower's 1.2 MW cabinets and Tesla's Megacharger trials signal readiness for long-haul trucks, while EU-backed CV-Charging Europe is standardizing the MCS 3.2 connector . Early pilot feedback indicates that megawatt hubs can reach profitability at as low as 7-8% utilization, largely thanks to premium tariffs justified by time savings. Over 2026-2031, high-power DC will therefore shoulder most of the growth in Europe's EV Charging As A Service market, compressing the mid-power segment into niche roles such as park-&-ride lots.

Complete Report Scope:

• By Charger Type
  • AC Chargers
  • DC Chargers
• By Power Output
  • Level 1/AC (Less than 22 kW)
  • Level 2 (22 to 50 kW)
  • Fast DC (50 to 150 kW)
  • High-Power DC (More than 150 kW)
• By Fleet Service Type
  • Company Vehicles and Motor Pools
  • Delivery and Logistics
  • Passenger Fleets
• By End-use
  • Semi-Public Charging Setup
  • Public Charging Setup
• By Country
  • Germany
  • United Kingdom
  • France
  • Italy
  • Spain
  • Netherlands
  • Norway
  • Sweden
  • Denmark
  • Poland
  • Rest of Europe

List of Companies Covered in this Report:

1. Allego B.V.
2. IONITY
3. Fastned
4. Enel Group
5. ChargePoint, Inc.
6. BP Pulse
7. Shell Recharge
8. TotalEnergies Charging Services
9. Tesla, Inc.
10. Pod Point
11. Mer Germany GmbH
12. Electra
13. GreenWay
14. Virta
15. Powerdot
16. Kempower

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 EU AFIR and "Fit-for-55" Rollout Deadlines
  • 4.2.2 Declining Levelized Cost of More Than 150 kW DC Chargers
  • 4.2.3 OEM-Led Corridor Alliances (IONITY, CV-Charging Europe)
  • 4.2.4 Corporate-Fleet Electrification Mandates
  • 4.2.5 AI-Driven Dynamic-Pricing Engines Raise Site Utilization
  • 4.2.6 Surplus-Renewables Trading and V2G Revenue Stacking
• 4.3 Market Restraints
  • 4.3.1 Grid-Connection Delays and Capacity Bottlenecks
  • 4.3.2 High Upfront CAPEX/ROI Risk at Low-Traffic Sites
  • 4.3.3 Software-Stack Fragmentation/Roaming Failures
  • 4.3.4 Battery-Swapping Stations as Substitute Solution
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value, USD)

• 5.1 By Charger Type
  • 5.1.1 AC Chargers
  • 5.1.2 DC Chargers
• 5.2 By Power Output
  • 5.2.1 Level 1/AC (Less than 22 kW)
  • 5.2.2 Level 2 (22 to 50 kW)
  • 5.2.3 Fast DC (50 to 150 kW)
  • 5.2.4 High-Power DC (More than 150 kW)
• 5.3 By Fleet Service Type
  • 5.3.1 Company Vehicles and Motor Pools
  • 5.3.2 Delivery and Logistics
  • 5.3.3 Passenger Fleets
• 5.4 By End-use
  • 5.4.1 Semi-Public Charging Setup
  • 5.4.2 Public Charging Setup
• 5.5 By Country
  • 5.5.1 Germany
  • 5.5.2 United Kingdom
  • 5.5.3 France
  • 5.5.4 Italy
  • 5.5.5 Spain
  • 5.5.6 Netherlands
  • 5.5.7 Norway
  • 5.5.8 Sweden
  • 5.5.9 Denmark
  • 5.5.10 Poland
  • 5.5.11 Rest of Europe

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 Allego B.V.
  • 6.4.2 IONITY
  • 6.4.3 Fastned
  • 6.4.4 Enel Group
  • 6.4.5 ChargePoint, Inc.
  • 6.4.6 BP Pulse
  • 6.4.7 Shell Recharge
  • 6.4.8 TotalEnergies Charging Services
  • 6.4.9 Tesla, Inc.
  • 6.4.10 Pod Point
  • 6.4.11 Mer Germany GmbH
  • 6.4.12 Electra
  • 6.4.13 GreenWay
  • 6.4.14 Virta
  • 6.4.15 Powerdot
  • 6.4.16 Kempower

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment