메가와트 충전 시스템(MCS) : 세계 시장 분석과 예측(2024-2033년)

Electrification of medium and heavy duty vehicles (MHDV) has focused on vehicles that have predictable duty cycles with adequate downtime that allows them to return to a depot and charge before they are needed again. Other segments of the MHDV market, such as vehicles with irregular duty cycles, MHDVs used for multiple shifts in a day, and vehicles without access to depot or private charging, are more difficult to electrify. New charging technologies that provide fast charging and an adequate public network are necessary to help electrify these MHDVs.

Megawatt Charging System (MCS), a new charger connector standard being developed, would provide up to 3.75 megawatts (MW) of continuous output. Charging at speeds of 1 MW and above will provide greater flexibility for vehicle operators, enabling MHDVs with limited downtime to receive a full charge before they are needed again. Building out a robust public charging network of MCS chargers, along with deployments at depots and ports, will enable the electrification of all segments of the MHDV market.

This Guidehouse Insights report provides an overview of the market for MCS by examining the technology, its recent standardization process, and the use cases it is best suited for. It includes forecasts for the sales and deployment of MCS, revenue and power demand from 2024 to 2033. Revenue is segmented by cost component into hardware, installation, operation, and maintenance costs. Power demand is segmented into new power demand based on MCS sales and annual power demand from all deployed MCS.

Table of Contents

1. Executive Summary

• 1.1 State of the Market
• 1.2 Market Drivers and Barriers
• 1.3 Market Forecasts

2. Market Issues

• 2.1 Introduction
  • 2.1.1 Technology Definitions
  • 2.1.2 Use Cases and End Users
• 2.2 Drivers
  • 2.2.1 Growing Data Center Demand
  • 2.2.2 Government Mandates, Policies, and Incentives
    • 2.2.2.1 North America
    • 2.2.2.2 Europe
    • 2.2.2.3 Asia Pacific
  • 2.2.3 Waste Heat End User Growth
  • 2.2.4 Sustainability Goals
• 2.3 Barriers
  • 2.3.1 Lack of Existing Infrastructure
  • 2.3.2 Generally Low Grade of Heat
  • 2.3.3 Seasonality and Offtaker Availability
  • 2.3.4 Expensive Retrofit Options

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A and Investment Activities
  • 3.1.2 Business Model Evolution
    • 3.1.2.1 Value of Heat
    • 3.1.2.2 Emerging Market Approaches

4. Market Forecasts

• 4.1 Methodology
• 4.2 Definitions and Scope
• 4.3 Global Forecasts
• 4.4 Regional Forecasts
  • 4.4.1 North America
  • 4.4.2 Europe
  • 4.4.3 Rest of World

5. Conclusions and Recommendations

• 5.1 Conclusion
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Regulators and Legislators Must Offer Support, Both Monetary and Logistic
  • 5.3.2 Data Center Operators Must Remain Creative While Advocating for Supportive Infrastructure
  • 5.3.3 District Heating and Heat Utility Operators Should Play a Powerful Mediating Role
  • 5.3.4 Manufacturers of Industrial Heat Pumps and Supporting Infrastructure Must Be Flexible and Innovative When Approaching the Data Center Market

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes