세계의 전기 차량 충전 시장 전망(-2030년) : 구성요소별, 운영별, 충전 인프라 유형별, DC 급속 충전 유형별, 충전 서비스별, 최종 사용자별, 지역별 분석

According to Stratistics MRC, the Global Electric Fleet Charging Market is accounted for $3.45 billion in 2024 and is expected to reach $4.14 billion by 2030 growing at a CAGR of 20.13% during the forecast period. Electric fleet charging refers to the process of recharging a group of electric vehicles (EVs) used for commercial or public operations, such as delivery trucks, buses, or company cars. It involves setting up dedicated infrastructure, like charging stations, to efficiently manage energy needs for the entire fleet. This system may include both slow and fast chargers, depending on vehicle usage. Fleet charging systems often incorporate software to monitor energy consumption, optimize charging schedules, and reduce costs by taking advantage of off-peak electricity rates.

Market Dynamics:

Driver:

Government incentives

Government incentives such as tax credits, rebates, and subsidies for EV purchases and charging infrastructure installation are promoting the adoption of electric vehicles in commercial fleets. Incentives are helping to offset the higher upfront costs of EVs and charging stations, making them more affordable for businesses. Additionally, regulations mandating the installation of charging points in public places and new buildings are further driving the expansion of the charging infrastructure market.

Restraint:

Limited charging infrastructure

Limited charging infrastructure of fleets require reliable, widespread charging stations to maintain operational consistency, but the lack of sufficient infrastructure limits route flexibility and increases downtime. This results in longer wait times for charging and logistical challenges in managing large electric fleets. Additionally, inadequate infrastructure discourages companies from adopting electric fleets due to concerns over range anxiety, further slowing the market's growth and hindering widespread electrification of commercial transportation.

Opportunity:

Government support for infrastructure development

Government support for infrastructure development provides essential incentives and funding for charging station installations. Initiatives such as tax credits, grants, and subsidies lower the financial burden on fleet operators, encouraging the transition to electric vehicles (EVs). For instance, programs like the National Electric Vehicle Infrastructure offer substantial tax credits for charging infrastructure setup. Additionally, regulatory mandates for charging points in public areas enhance accessibility, thereby increasing EV adoption and utilization rates, which collectively bolster market growth and sustainability efforts.

Threat:

Competition from alternative fuels

Competition from alternative fuels, such as hydrogen, biofuels, and natural gas are often cost-effective solutions for reducing emissions. These alternatives may have lower infrastructure costs, better energy density, or shorter refueling times compared to electric vehicle (EV) charging. Additionally, government incentives and subsidies for alternative fuels can divert investment away from EV charging infrastructure, slowing its growth and market adoption. This competition ultimately complicates the path toward electric fleet expansion.

Covid-19 Impact:

The COVID-19 pandemic impacted the electric fleet charging market by causing delays in infrastructure projects, reduced vehicle demand, and disrupted supply chains. Lockdowns and travel restrictions slowed the adoption of electric fleets as businesses paused investments in new vehicles. Additionally, the global semiconductor shortage hindered EV production, affecting the demand for charging stations. However, the pandemic also accelerated interest in sustainable practices, with governments introducing recovery plans that include incentives for green transportation. As economies recover, the market is expected to rebound, driven by renewed focus on sustainability and fleet electrification for long-term resilience.

The hardware segment is expected to be the largest during the forecast period

The hardware is expected to be the largest during the forecast period due to essential infrastructure for fleet electrification. Technological advancements in charging hardware, such as faster efficient chargers, enable fleets to minimize downtime and optimize operations. As demand for electric vehicles (EVs) increases, so does the need for high-capacity charging systems that can handle the load of commercial fleets. The growing variety of hardware solutions, including wireless and ultra-fast chargers, enhances the scalability of charging infrastructure, directly contributing to the market's expansion.

The E-commerce segment is expected to have the highest CAGR during the forecast period

The E-commerce segment is expected to have the highest CAGR during the forecast period by increasing demand for efficient, sustainable delivery solutions. As online shopping grows, so does the need for large delivery fleets. Many companies are transitioning to electric vehicles (EVs) to reduce operational costs and meet environmental regulations. EV fleets lower fuel expenses and maintenance costs, while aligning with sustainability goals. Additionally, governments and corporations are incentivizing the shift to green logistics, further boosting the adoption of EVs, accelerating market growth.

Region with largest share:

North America is projected to witnesss the largest market share during the forecast period due to rising adoption of electric vehicles (EVs) and increased investments in charging infrastructure. Government policies, such as tax incentives and emission regulations, are driving fleet operators to transition to electric vehicles. Major cities are expanding their charging networks to support the growing number of electric delivery and transit fleets. Despite challenges like high initial costs and infrastructure development delays, the market is poised for growth as sustainability and technological advancements continue to shape the region's transportation landscape.

Region with highest CAGR:

Asia Pacific is projected to hold the highest CAGR over the forecast period because of rapid urbanization, government incentives, and increasing environmental awareness. Countries like China and Japan are leading the charge with substantial investments in electric vehicle (EV) infrastructure and supportive policies. China's commitment to reducing emissions and expanding its EV fleet is particularly influential, while Japan focuses on integrating EVs into its advanced public transportation systems. Additionally, emerging markets in Southeast Asia are gradually adopting electric fleets, spurred by urban air quality concerns and economic benefits.

Key players in the market

Some of the key players in Electric Fleet Charging market include ABB , Blink Charging, BP Pulse, ChargePoint, Electrify America, Enel X, ENGIE EVBox, EVBox, EVgo, Greenlots (A Shell Company), IONITY, Pod Point, Schneider Electric, SemaConnect, Shell Recharge, Siemens eMobility, Tesla, Tritium, Volta Charging and WiTricity.

Key Developments:

In May 2024, ABB expanded electrification portfolio with acquisition of Siemens' Wiring Accessories business. The acquisition had broadened ABB's market reach and complements its regional customer offering within smart buildings.

In February 2024, ABB announced an agreement to acquire SEAM Group, a major provider of energized asset management. The acquisition brought significant additional expertise to customers in the areas of predictive, preventive, and corrective maintenance.

In January 2024, ABB announced to acquire Canadian company Real Tech, a leading supplier of innovative optical sensor technology that enables real-time water monitoring. Through the acquisition, ABB expands its strong presence in the water segment and complement its product portfolio with optical technology critical for smart water management.

Components Covered:

• Hardware
• Software
• Services
• Other Components

Operations Covered:

• Mode 1
• Mode 2
• Mode 3
• Mode 4
• Other Operations

Charging Infrastructure Types Covered:

• Type 1
• Type 2
• CCS
• CHAdeMO
• Tesla SC
• GB/T Fast
• Other Charging Infrastructure Types

DC Fast Charging Types Covered:

• Slow DC (<49 kW)
• Fast DC (50-149 kW)
• DC Ultra-Fast 1 (150-349 KW)
• DC Ultra-Fast 2 (>349 kW)
• Other DC Fast Charging Types

Charging Service s Covered:

• EV Charging Service
• Battery Swapping Service
• Other Charging Services

End-users Covered:

• Logistics & Transportation
• E-commerce
• Municipal Fleets (Public Sector)
• Ride-Hailing & Car Rental
• Utilities and Energy Providers
• Public Transportation Authorities
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 End User Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Electric Fleet Charging Market, By Component

• 5.1 Introduction
• 5.2 Hardware
• 5.3 Software
• 5.4 Services
• 5.5 Other Components

6 Global Electric Fleet Charging Market, By Operation

• 6.1 Introduction
• 6.2 Mode 1
• 6.3 Mode 2
• 6.4 Mode 3
• 6.5 Mode 4
• 6.6 Other Operations

7 Global Electric Fleet Charging Market, By Charging Infrastructure Type

• 7.1 Introduction
• 7.2 Type 1
• 7.3 Type 2
• 7.4 CCS
• 7.5 Chade MO
• 7.6 Tesla SC
• 7.7 GB/T Fast
• 7.8 Other Charging Infrastructure Types

8 Global Electric Fleet Charging Market, By DC Fast Charging Type

• 8.1 Introduction
• 8.2 Slow DC (<49 kW)
• 8.3 Fast DC (50-149 kW)
• 8.4 DC Ultra-Fast 1 (150-349 KW)
• 8.5 DC Ultra-Fast 2 (>349 kW)
• 8.6 Other DC Fast Charging Types

9 Global Electric Fleet Charging Market, By Charging Service

• 9.1 Introduction
• 9.2 EV Charging Service
• 9.3 Battery Swapping Service
• 9.4 Other Charging Services

10 Global Electric Fleet Charging Market, By End User

• 10.1 Introduction
• 10.2 Logistics & Transportation
• 10.3 E-commerce
• 10.4 Municipal Fleets (Public Sector)
• 10.5 Ride-Hailing & Car Rental
• 10.6 Utilities and Energy Providers
• 10.7 Public Transportation Authorities
• 10.8 Other End Users

11 Global Electric Fleet Charging Market, By Geography

• 11.1 Introduction
• 11.2 North America
  • 11.2.1 US
  • 11.2.2 Canada
  • 11.2.3 Mexico
• 11.3 Europe
  • 11.3.1 Germany
  • 11.3.2 UK
  • 11.3.3 Italy
  • 11.3.4 France
  • 11.3.5 Spain
  • 11.3.6 Rest of Europe
• 11.4 Asia Pacific
  • 11.4.1 Japan
  • 11.4.2 China
  • 11.4.3 India
  • 11.4.4 Australia
  • 11.4.5 New Zealand
  • 11.4.6 South Korea
  • 11.4.7 Rest of Asia Pacific
• 11.5 South America
  • 11.5.1 Argentina
  • 11.5.2 Brazil
  • 11.5.3 Chile
  • 11.5.4 Rest of South America
• 11.6 Middle East & Africa
  • 11.6.1 Saudi Arabia
  • 11.6.2 UAE
  • 11.6.3 Qatar
  • 11.6.4 South Africa
  • 11.6.5 Rest of Middle East & Africa

12 Key Developments

• 12.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 12.2 Acquisitions & Mergers
• 12.3 New Product Launch
• 12.4 Expansions
• 12.5 Other Key Strategies

13 Company Profiling

• 13.1 ABB
• 13.2 Blink Charging
• 13.3 BP Pulse
• 13.4 ChargePoint
• 13.5 Electrify America
• 13.6 Enel X
• 13.7 ENGIE EVBox
• 13.8 EVBox
• 13.9 EVgo
• 13.10 Greenlots (A Shell Company)
• 13.11 IONITY
• 13.12 Pod Point
• 13.13 Schneider Electric
• 13.14 SemaConnect
• 13.15 Shell Recharge
• 13.16 Siemens eMobility
• 13.17 Tesla
• 13.18 Tritium
• 13.19 Volta Charging
• 13.20 WiTricity