V2X彈性服務

具備雙向充電功能的電動車正成為提升電網彈性的寶貴資源。這些技術統稱為 "車聯網" (V2X)，能夠將電動車的電力傳輸到家庭、建築和電網，有助於平衡電力供需。隨著電動車普及率的提高，可用於電網支援的累積電池容量預計將成為管理尖峰需求和提高系統彈性的關鍵資產。

本報告研究了全球 V2X 靈活性服務和雙向充電市場，並針對五個關鍵用例（校車 V2G、商用車 V2B、商用車 V2G、住宅 V2H 和住宅 V2G）提供了詳細的設備銷售額、收入、能源需求影響和消費者成本節省預測。

目錄

第1章 摘要整理

• 簡介
• 範圍
• 市場預測

第2章 市場問題

• 簡介
• V2X概要
  • V2X的實行
  • 雙向充電器與系統設計
• 支撐電網的彈性的車輛所扮演的角色
• 使用案例
  • 校車
  • 商用車隊
  • 住宅
  • V2X適sa沒有的使用案例
• 推動市場要素
  • V2X支援EV和雙向充電器的增加
  • 能源成本的節約和收益的預定
  • 韌性
• 障礙
  • 利害關係人優先事項衝突
  • 互通性和標準化
  • V2X 成本
  • 消費者採用率低

第3章 產業價值鏈

• 競爭情形
  • M&A活動
  • 價格設定
  • 經營模式的演進

第4章 市場預測

• 調查手法
• 全球預測
  • 雙向充電器銷售與部署
  • 雙向充電器銷售
  • V2X 應用對能源需求的影響
  • 客戶成本節約與收入

第5章 結論與建議

• 3個大的要點
• 建議
  • 汽車OEM
  • EVSE廠商
  • V2X軟體供應商
  • 公共事業

第6章 縮寫和簡稱的清單

第7章 目錄

第8章 圖表

第9章 調查範圍，資訊來源，調查手法，註記

EVs equipped with bidirectional charging capabilities are emerging as a valuable resource for grid flexibility. Known collectively as vehicle-to-everything (V2X), these technologies allow EVs to transfer energy to homes, buildings, and the grid, helping to balance electricity supply and demand. As the number of EVs on the road increases, the cumulative battery capacity available for grid support is expected to become a significant asset for managing peak demand and enhancing system resilience.

This report analyzes the global market for V2X flexibility services and bidirectional charging equipment from 2025 to 2034. It provides detailed forecasts for equipment sales, revenue, energy demand impact, and consumer cost savings across five key use cases: school bus vehicle-to-grid (V2G), commercial fleet vehicle-to-building (V2B), commercial fleet V2G, residential vehicle-to-home (V2H), and residential V2G. Charging equipment revenue is segmented into hardware, installation, power management systems, operations, and maintenance. The report also examines regional trends in North America, Europe, and OECD Asia-Pacific, highlighting the policy, technology, and market factors shaping adoption.

Guidehouse Research expects the market for bidirectional charging equipment to grow substantially over the next decade as V2X technologies move from pilot projects to broader deployment. Residential use cases are projected to account for the largest share of installations, reflecting the high number of individually owned EVs with V2X capabilities. The report offers guidance for stakeholders-including vehicle OEMs, EV supply equipment (EVSE) manufacturers, software providers, utilities, and grid operators-on how bidirectional charging systems may evolve to support grid flexibility and enable new energy management strategies.

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Scope
• 1.3 Market Outlook

2. Market Issues

• 2.1 Introduction
• 2.2 Overview of V2X
  • 2.2.1 V2X Implementation
  • 2.2.2 Bidirectional Charging Equipment and System Design
• 2.3 Role of Vehicles in Supporting Grid Flexibility
• 2.4 Use Cases
  • 2.4.1 School Buses
  • 2.4.2 Commercial Fleets
  • 2.4.3 Residential
  • 2.4.4 Use Cases Not Suited for V2X
• 2.5 Market Drivers
  • 2.5.1 Growth of V2X-Capable EVs and Bidirectional Chargers
  • 2.5.2 Energy Cost Savings and Revenue Potential
  • 2.5.3 Resilience
• 2.6 Barriers
  • 2.6.1 Conflicting Stakeholder Priorities
  • 2.6.2 Interoperability and Standardization
  • 2.6.3 V2X Costs
  • 2.6.4 Low Consumer Participation

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A Activities
  • 3.1.2 Pricing
  • 3.1.3 Business Model Evolution

4. Market Forecasts

• 4.1 Methodology
  • 4.1.1 Key Assumptions
  • 4.1.2 Modeling Limitations
• 4.2 Global Forecasts
  • 4.2.1 Bidirectional Charger Sales and Deployment
  • 4.2.2 Bidirectional Charging Equipment Revenue
    • 4.2.2.1 Hardware Revenue
    • 4.2.2.2 Installation Revenue
    • 4.2.2.3 Power Management System Revenue
    • 4.2.2.4 Operations and Maintenance Revenue
  • 4.2.3 Energy Demand Impact of V2X Applications
  • 4.2.4 Customer Cost Savings and Revenue

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Vehicle OEMs
  • 5.2.2 EVSE Manufacturers
  • 5.2.3 V2X Software Providers
  • 5.2.4 Utilities

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Note

List of Tables

• Table 3-1. Examples of Companies in the V2X Value Chain
• Table 3-2 Typical Costs for V2X Implementation (Per Charger)
• Table 4-1. Cost Component Descriptions
• Table 4-2. Model Inputs and Outputs

List of Figures

• Chart 1-1. Bidirectional Charging Equipment Revenue by Region, World Markets: 2025-2034
• Chart 4-1. Bidirectional Charger Population by Use Case, World Markets: 2025-2034
• Chart 4-2. Bidirectional Charging Equipment Revenue by Cost Component, World Markets: 2025-2034
• Chart 4-3. Bidirectional Charging Hardware Revenue by Use Case, World Markets: 2025-2034
• Chart 4-4. Bidirectional Charging Installation Revenue by Use Case, World Markets: 2025-2034
• Chart 4-5. Bidirectional Charging Power Management System Revenue by Use Case, World Markets: 2025-2034
• Chart 4-6. Bidirectional Charging Operations and Maintenance Revenue by Use Case, World Markets: 2025-2034
• Chart 4-7. Annual Energy Demand Impact by Use Case, World Markets: 2025-2034
• Chart 4-8. Consumer Cost Savings and Revenue by Use Case, World Markets: 2025-2034
• Figure 2-1. Visual Representation of V2X Applications
• Figure 2-2. Equipment Required for V2H and V2B Applications
• Figure 3-1. V2X Value Chain