塑造电动汽车充电未来的创新和趋势

2privateinsightsintotrendsaround theequity Setting the standardfor a premiumuser experiencein fast electricvehicle chargingAhead Of The Curveis a collection of reports in which Oliver Wyman Private Capital Partners share insightson innovative trends. The objective is to guide private equity clients through the investment landscape and toprepare them for twists and turns. In this edition, Eric Confais, Heloise de Paulou Massat, and Chris McMillanshare their perspective on how the perfect balance between innovation and client centricity can transform theelectric vehicle (EV) charging industry. 3Eric ConfaisHeloise dePaulou MassatChris McMillan forewordby Eric Confais — Energy and Natural Resources PartnerElectric vehicle charging is a significantenabler for a greener mobility.As customers move from range anxiety to charging anxiety, theinfrastructure is drawing more attention. Public charging is a key componentof the solution to serve on-the-go customers and those who cannot accessat-home or at-work charging. With increasing competition for the bestlocations, charge point operators must stay ahead of the curve to stand out.Anticipating market trends and preparing for inflection points arecrucial for private equity firms as they assess investment opportunities.At Oliver Wyman, we are dedicated to exploring the potential foradvancements in the private equity sector. As part of this commitment,we have developed the Ahead Of The Curve series. In this edition, we delveinto the factors that shape the growing EV charging industry, focusingon a customer-first mindset coupled with innovation and scalability thatcan really make a difference for this nascent market, key for the futureof EV adoption and new mobility models. In an accompanying video,Oliver Wyman’s Heloise de Paulou Massat and Chris McMillan speak withAurélien de Meaux, CEO of Electra, a European charge point operatorbased in France. They discuss Electra’s breakthrough in the space, itstransformation journey, and the future of the industry. 4 INDUSTRY TRENDSCore TrendVolume prioritization: Deploymentand operation of a large numberof chargers with limited customerservice and speed capabilities.Ahead of the curve TrendInfrastructure and serviceexcellence: Set the standard forpremium user experience andfast charging.INDUSTRY CONTEXT AND MAIN TRENDS•About 150,000 public charging points were installed in 2023 across the EU, reaching a totalof over 630,000.•For public charging infrastructure, the investment required amounts to €8bn annually.This figure represents only around 16% of investment into 5G and high-speed internetnetworks in EU-27.1The EV charging market is poised for exponential growth, with the number of batteryelectric vehicles on the road expected to exceed 80 million by 2030 and 120 million by 2035in the EU-27, according to Enerdata2projections.EU electric car sales grew three times faster than charging pointinstallation between 2017 and 20231ACEA — European Electric Vehicle Charging Infrastructure Masterplan2Ernerdata — Electric Vehicles’ deployment: will it reach expected targets?3European Automobile Manufacturers’ Association (ACEA) 3 This surge in EV adoption necessitates a robust and efficient charging infrastructure,transforming the market landscape significantly. The future market will likely be characterizedby a diverse array of charging solutions, including home and work charging, public slowcharging, and ultra-fast public charging, each catering to different user needs and scenarios.The public charging segment has seen significant investment over the past few yearsandis expected to consolidate in the next 18-24 months under competitive and costpressure.One of the key differentiators in this market is the integration of advanced digital solutionsand customer centricity at the core of the experience. Unlike traditional fuel stations,EV charging models leverage smart technology to optimize charging times, manageenergy loads, and provide real-time data to users. Features such as booking charging slots,auto-charging, and remote monitoring set these models apart from conventional ones,offering a superior customerexperience.ACEA estimates that 8.8 million charging points will be neededby 2030. Reaching this would require 1.2 million chargers to beinstalled per year (or over 22,000 per week) — eight times thelatest annual installation rate4For investors, this trend is crucial as it represents a significant opportunity forgrowthand innovation. The shift towards electrification is not just a regulatory requirement butalso a commercial imperative. Investing in the EV charging market means tapping intoa sector with immense potential for scalability and profitability. As the market matures,early investments in technology, infrastructure and customer experience will yieldsubstantial returns, making it a key area of focus for forward-thinkinginvestors.4ACEA — Electric cars: EU needs 8 times more charging points per year by 2030 to meet CO2 targe