歐洲電動巴士充電基礎設施市場：增長機會

本報告研究和分析了歐洲電動巴士充電基礎設施市場，提供了影響市場增長的因素、市場趨勢和預測、主要公司概況等。

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對電動客車行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

增長機會分析

• 增長指標
• 調查範圍
• 產品和技術細分
• 公交車預測標準
• 增長動力
• 抑制增長的因素

增長機會分析

• 投入運營的電動公交車（2022 年、2025 年、2030 年）
• 充電解決方案
• EV 充電基礎設施價值鏈
• 基於充電器級別的能源消耗：倉庫充電
• 基於充電器電量的能耗：邊開車邊充電
• 基於充電器級別的能源消耗：電動巴士
• 站點充電：低利用率和高利用率場景
• 路上充電：低利用率和高利用率場景
• 預測分析
• 站點充電：分級充電成本預測
• 邊開車邊充電：平均充電成本預測

公司簡介

• ABB
• Further+Frey
• Schunk Transit Systems GmbH
• JEMA Energy
• Hitachi Energy
• Ekoenergetyka
• Heliox Energy
• Siemens

用例分析

• 使用用例分析確定最佳倉庫和 Panto 拆分使用
• A1 - 每天運行 150 公裡，配備 80 千瓦時電池
• A2 - 每天運行 150 公裡，配備 200 千瓦時電池
• A3 - 每日行駛 150 公裡，配備 280 千瓦時電池
• A4 - 每日行駛 150 公裡，配備 560 千瓦時電池
• B1-300 公裡的日常運行結合 80 千瓦時電池
• B2 - 每天運行 300 公裡，配備 200 千瓦時電池
• B3 - 每天運行 300 公裡，配備 280 千瓦時電池
• B4 - 每日運行 300 公裡，配備 560 千瓦時電池
• 概述 8 個用例組合和 NPV 比較

增長機會領域

• 增長機會 1：通過電氣化過渡到清潔、零排放的運輸
• 增長機會 2：開發有效的充電技術以推動市場增長
• 增長機會 3：為參與價值鏈的公司的增長擴大盈利機會

下一步

Emissions Regulations, Favorable Legislations, and Costs Influence Infrastructure Development and Uptake

Tightening emissions regulations, the Clean Vehicles Directive, and government subsidies increasingly drive European bus operators to purchase electric buses for their fleets. However, putting more electric buses on the road requires sufficient charging infrastructure. Most electric fleets operating in Europe use only depot charging or a combination of the depot and en-route charging. The advantage of the latter case is it requires a smaller battery pack, which increases passenger capacity but incurs higher charging infrastructure costs. Several factors hinder charging infrastructure development, including high capital investment and charging costs and an extended return on investment period.

Although these constraints may slow adoption, drivers such as improved cost of ownership, enhanced battery capacity, shorter charging time, and favorable legislation that offers rebates will continue to push the charging infrastructure market forward over the next decade.

The charging infrastructure value chain must be robust and efficient to meet this demand. The value chain starts from energy generation, followed by storage and distribution through transmission and distribution operators to reach public/private hubs. Multiple participants in different parts of the value chain cater to the charging requirements of the growing number of electric buses.

In this report, Frost & Sullivan analyzes the European electric bus charging infrastructure market between 2022 and 2030, with 2022 as the base year. The forecast period is 2023-2030. We computed energy consumption based on charger level (50 kW-1MW) for the forecast period. The report also provides the levelized cost of charging forecast until 2030 for depot and en-route charging. Extensive use case analysis focuses on cost-optimal bus charging, comparing depot against pantograph for electric buses with battery capacity from 80 kWh to 560 kWh for short and long distances.

Frost & Sullivan provides in-depth information and insights to enable charging operators to capitalize on the opportunities available during this period.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Electric Bus Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Growth Metrics
• Research Scope
• Product and Technology Segmentation
• Forecast Criteria for Bus
• Growth Drivers
• Growth Restraints

Growth Opportunity Analysis

• Electric Buses in Operation, 2022, 2025, and 2030
• Charging Solutions
• EV Charging Infrastructure Value Chain
• Energy Consumption based on Charger Level-Depot Charging
• Energy Consumption based on Charger Level-En-route Charging
• Energy Consumption based on Charger Level-Electric Bus
• Depot Chargers Required-Low- and High-utilization Scenarios
• En-route Chargers Required-Low- and High-utilization Scenarios
• Forecast Analysis
• Levelized Cost of Charging Forecast for Depot Charging
• Levelized Cost of Charging Forecast for En-route Charging

Company Profiles

• ABB
• Furrer+Frey
• Schunk Transit Systems GmbH
• JEMA Energy
• Hitachi Energy
• Ekoenergetyka
• Heliox Energy
• Siemens

Use Case Analysis

• Use Case Analysis to Identify Best Split Usage of Depot vs. Panto
• Combination A1-150 km Daily Operations with an 80 kWh Battery
• Combination A2-150 km Daily Operations with a 200 kWh Battery
• Combination A3-150 km Daily Operations with a 280 kWh Battery
• Combination A4-150 km Daily Operations with a 560 kWh Battery
• Combination B1-300 km Daily Operations with an 80 kWh Battery
• Combination B2-300 km Daily Operations with a 200 kWh Battery
• Combination B3-300 km Daily Operations with a 280 kWh Battery
• Combination B4-300 km Daily Operations with a 560 kWh Battery
• Summary-NPV Comparison for 8 Use Case Combinations

Growth Opportunity Universe

• Growth Opportunity 1-Move Toward Cleaner and Zero-emission Transportation Through Electrification
• Growth Opportunity 1-Move Toward Cleaner and Zero-emission Transportation Through Electrification (continued)
• Growth Opportunity 2-Developing Competent Charging Technology to Drive Market Growth
• Growth Opportunity 2-Developing Competent Charging Technology to Drive Market Growth (continued)
• Growth Opportunity 3-Expanding Revenue Opportunities for Value Chain Participant Growth
• Growth Opportunity 3-Expanding Revenue Opportunities for Value Chain Participant Growth (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer