Summary

過去10年間、電気自動車市場は成長してきたが、充電技術の改良が続き、今後も変化していくだろう。同時に電気自動車の充電インフラストラクチャの改良と可用性の高まりで、電気自動車の魅力も増すだろう。電気自動車のバッテリーの改良によって、消費者の求めるコストの削減や航続距離の延伸、充電時間の短縮が期待されている。米国調査会社ABIリサーチの調査レポート「【分析レポート：アプリケーション】電気自動車のバッテリーと充電技術」は、今後10年間でこれらの主要業績評価指標（KPI）に適合させるために採用されるとみられるバッテリー技術OEMを査定し、より確実性の高い固体技術やリチウムシリコンバッテリーなどの長時間バッテリー技術について概説し、次世代のバッテリー電気自動車に与える影響を分析している。

The market for Electric Vehicles (EVs) has seen increasing growth over the past decade; however, for the market to continue its forward momentum, EV battery technology will need to continue to improve. Simultaneously, improvements and increasing availability of EV charging infrastructure will further help the appeal of EVs.

The need for better batteries in electric vehicles is being pushed by consumers requirements of cheaper costs, longer ranges and faster charging times. This report will examine which battery technologies OEMs should adopt over the course of the next 10 years, in order to meet these KPIs, as well as outlining the more promising long-term battery technologies, including solid-state technology and lithium-silicon batteries, analyzing the impact that these will have on the next generation of BEVs. Companies covered in this section include battery technology developers 24M and Enevate.

Charging infrastructure meanwhile poses a unique problem for national grid operators, energy suppliers and even automotive OEMs. Suitable charging infrastructure is clearly a key requirement for the success of electric vehicles, however with increasing charging power and increasing prevalence of charging points, the electricity grid will become increasingly stressed. This report will examine how the future role of transformative technologies such as V2G and smart energy management and wireless charging, detailing work from Nuvve, WiTricity and others, can help manage the increasing use of electric vehicles as well as provide new business opportunities for charging platform operators and energy suppliers.

The infrastructure section of this report also addresses the electric vehicle market’s elephant in the room – the limited market potential for energy retail with electric vehicles. Over the next decade, the market for selling energy for use in electric vehicles will reach US$6 Billion globally per year. This report will examine how grid services such as smart charging, V2G and other technologies such as wireless charging can help utilities address the shortfall in the inevitable transition from ICEs to EVs.

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Table of Contents

• 1. EXECUTIVE SUMMARY
  • 1.1. Battery Technology Trends
  • 1.2. Charging Infrastructure Trends
  • 1.3. Business Models, Ecosystems, and Forecasts
• 2. INTRODUCTION
• 3. ELECTRIC VEHICLE BATTERY TECHNOLOGY
  • 3.1. The Lithium-ion Battery
  • 3.2. Key Requirements of a Battery
  • 3.3. Improving Energy Density and Reducing Costs
  • 3.4. Improving Fast-Charging Capabilities
  • 3.5. Alternative Battery Technologiies
  • 3.6. Electric Battery Value Chain
  • 3.7. Electric Battery Recycling
  • 3.8. Battery Technology Timeline
  • 3.9. Enevate
  • 3.10. 24M
• 4. EV CHARGING INFRASTRUCTURE
  • 4.1. Locational Requirements
  • 4.2. Public Charging Technology
  • 4.3. Smart Energy Management
  • 4.4. V2G
  • 4.5. Battery-Powered Charging Stations
  • 4.6. Wireless Charging
• 5. INFRASTRUCTURE BUSINESS MODELS
  • 5.1. The Key Stakeholders
  • 5.2. The Types of Revenue Opportunities
  • 5.3. Energy Sales
  • 5.4. Smart Energy Management
  • 5.5. V2G
  • 5.6. Total Opportunity and Analysis
• 6. FORECASTS
  • 6.1. EV Forecasts
  • 6.2. EV Battery Revenue Forecasts
  • 6.3. Charging Infrastructure Forecasts