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自動車メーカの新たな収益源:プラグイン電気自動車の採用と持続可能な交通機関 - V2G、V2B、家庭内エネルギー管理、ソーラーエネルギー、EV充電、カーシェアリング、スマートパーキングサービス

Alternative Revenue Streams for Automakers

Plug-In Electric Vehicle Adoption and Sustainable Transportation: Vehicle-to-Grid, Vehicle-to-Building, Home Energy Management, Solar Energy, EV Charging, Carsharing, and Smart Parking Services

 

出版社 出版年月電子媒体価格ページ数図表数
Navigant Research
ナビガントリサーチ
2014年3月US$4,400
1-6ユーザライセンス
86 44

サマリー

自動車メーカが既に提供している、あるいは現在開発中のPEVを伴ったサービスあるいは持続可能な交通機関に関連した独立型サービスについて調査しており、V2GやV2B、家庭用エネルギー管理、太陽光発電、EV充電装置&ネットワーク、カーシェアリング、スマートパーキングサービスなどについて分析を行っています。世界におけるトータルアドレッサブルマーケット(TAM) の予測やこれらのサービスからのOEM収益について地域毎に2023年までの予測情報を提供しています。また、既存市場のダイナミクスについてサービス毎に調査を行い、自動車メーカがこれらの市場に進出するにあたっての促進要因と課題、市場の主要企業情報についても掲載しています。

Automotive manufacturers are making the first inroads into new markets not directly related to vehicle sales. They are selling home energy management (HEM) systems and residential PV units; offering carsharing services and smart parking applications; and developing the tools that will allow plug-in electric vehicle (PEV) drivers to participate in grid services programs. All of these products and services capitalize on the new market potential relating to the advent of PEVs and the drive toward more sustainable transportation.

While the automotive industry is taking a serious look at these types of solutions, it is not clear whether they offer revenue potential. Automakers will be facing the same drivers and barriers that the incumbents face in these markets. They also face the challenge of trying to enter an entirely new type of market where they have little or no experience with the product or type of service. While Navigant Research believes that automotive original equipment manufacturers (OEMs) will participate in these markets to a growing degree, it is not as likely that they will be significant revenue generating opportunities in the near term. Navigant Research forecasts that global OEM revenue from new services related to PEVs and sustainable transportation will grow from $426.9 million in 2014 to $5.3 billion in 2023.

This Navigant Research report examines services that automakers are already offering or developing, either in conjunction with their PEVs or simply as standalone services associated with sustainable transportation. The study analyzes the following services: vehicle-to-grid (V2G), vehicle-to-building (V2B), HEM, solar energy, EV charging equipment and networks, carsharing, and smart parking. Global forecasts of the total addressable market and projected OEM revenue from these services, segmented by region, extend through 2023. The report also examines the existing market dynamics for each of the services covered, the drivers and challenges for automakers entering those markets, and the key market players.

Key Questions Addressed:

  • What are the new opportunities available to automakers in the plug-in electric vehicle (PEV) market?
  • What is driving automakers to develop new services related to plug-in electric vehicles (PEVs) and sustainable transportation?
  • Which new services are automakers most likely to develop further?
  • What are the existing market dynamics and forecasts for these new services and who are the key players?
  • What kind of revenue streams will these new markets offer automotive OEMs?

Who needs this report?

  • Automotive manufacturers and suppliers
  • Carsharing companies
  • Solar PV companies and solar services companies
  • Electric vehicle supply equipment (EVSE) manufacturers
  • Energy service companies
  • Utilities
  • Government agencies
  • Investor community


目次

Table of Contents

1. Executive Summary

1.1  Introduction

1.1.1   Revenue Opportunities

1.1.2   Challenges and Drivers

1.2  Market Forecasts

2. Market Issues 

2.1  Market Overview

2.2  Market Drivers

2.2.1   Vehicle Electrification or the Rise of the Battery

2.2.2   Slowing Vehicle Sales Growth

   2.2.2.1  Trends Affecting Car Sales

   2.2.2.2  Light Duty Vehicle Sales Forecasts

2.2.3   New Focus on Managing Urban Mobility

   2.2.3.1  Congestion Mitigation

   2.2.3.2  Emissions Reduction

2.2.4   Increased Connectivity

2.2.5   Autonomous Vehicle Technologies

2.3  New Revenue Markets for PEV Makers

2.3.1   V2G

   2.3.1.1  Market Conditions and Sizing

   2.3.1.2  V2G PEV Forecasts

   2.3.1.3  V2G Case Studies

   2.3.1.4  Forecasting V2G Services

2.3.2   V2B Services

   2.3.2.1  Market Conditions and Sizing

2.3.3   HEM Services

   2.3.3.1  Market Conditions and Sizing

   2.3.3.2  V2H

2.3.4   Solar Energy Services

   2.3.4.1  Market Conditions and Sizing

2.3.5   Charging Equipment and Network Operations

   2.3.5.1  Market Conditions and Sizing

2.3.6   Carsharing Services

   2.3.6.1  Market Conditions and Sizing

2.3.7   Telematics Promoting Sustainable Transportation

   2.3.7.1  Smart Parking

2.4  Overall Market Issues and Challenges

2.4.1   Entering New Markets

2.4.2   Electricity Prices versus New Services

2.4.3   Strategies for the Carshare Market

2.4.4   Strategies for the Solar Energy Services Market

2.4.5   Strategies for the V2G Market

3. Technology Issues

3.1  Introduction

3.2  V2G Technology

3.2.1   Impact on Vehicle Batteries

3.2.2   Utility Upgrades

3.2.3   Communications

3.2.4   Data Analytics

3.2.5   Standards

3.3  HEM

3.3.1   Standards

4. Key Industry Players 

4.1  Introduction

4.2  Automotive OEMs

4.2.1   Audi

4.2.2   BMW

4.2.3   Chrysler

4.2.4   Daimler

4.2.5   Ford

4.2.6   GM

4.2.7   Honda

4.2.8   Mitsubishi Motors

4.2.9   Nissan

4.2.10   Renault

4.2.11   Tesla Motors

4.2.12   Toyota Motor Corp.

4.3  HEM Companies

4.3.1   Nest Labs

4.4  Renewable Energy Supply

4.4.1   Ingeteam

4.4.2   SolarCity

4.4.3   SunPower Corporation

4.4.4   TimberRock

4.5  Connected Car or Mobile App Companies

4.5.1   ParkMe

4.5.2   Parkopedia

4.5.3   INRIX

4.5.4   Streetline

4.6  Carshare Companies

4.6.1   RelayRides

4.6.2   Zipcar

4.7  EVSE Companies and V2G Companies

4.7.1   Autogrid

4.7.2   Greenlots

4.7.3   Hitachi

4.7.4   Nichicon

4.7.5   Silver Spring Networks

4.7.6   Tendril

4.8  Utilities

4.8.1   Endesa

4.8.2   EVGrid

4.8.3   Pacific Gas & Electric

4.8.4   RWE

4.8.5   San Diego Gas and Electric

5. Market Forecasts  

5.1  Overview of Methodology

5.2  Grid Services

5.3  Home Energy Services

5.4  EV Charging Equipment Sales

5.5  Carshare Services

5.6  Total Potential Revenue to OEMs for New Services

5.7  Conclusions and Recommendations

6. Company Directory
7. Acronym and Abbreviation List

8. Table of Contents
9. Table of Charts and Figures
10. Scope of Study, Sources and Methodology, Notes

List of Tables

  • Cumulative Demand Charge Avoidance Return on Investment for V2B Infrastructure
  • Annual PEV Sales by Region, World Markets: 2014-2023
  • Annual PHEV Sales by Region, World Markets: 2014-2023
  • Annual BEV Sales by Region, World Markets: 2014-2023
  • Annual LDV Sales by Region, World Markets: 2014-2023
  • Total Installed LD V2G Capacity by Region, World Markets: 2014-2023
  • Annual V2G-Enabled LD PEV Sales by Region, World Markets: 2014-2023
  • V2G-Enabled LD PEV Parc by Region, World Markets: 2013-2023
  • Installed LD PEV Capacity Participating in Demand Response Programs by Region, World Markets: 2014-2023
  • Networked HEM System Shipments by Region, World Markets: 2014-2023
  • Annual Distributed Solar PV Installed Capacity by Region, World Markets: 2014-2023
  • Annual Level 2 Residential EVSE Unit Sales by Region, World Markets: 2014-2023
  • Historical Growth in Carsharing Membership by Region, World Markets: 2006-2013
  • Total Members in Carsharing Services by Region, World Markets: 2014-2023
  • Annual Revenue from V2G Demand Response Program Participation by Region, World Markets: 2014-2023
  • Annual OEM Revenue from V2G Demand Response Program Participation by Region, World Markets: 2014-2023
  • Annual Revenue from V2G Frequency Regulation by Region, World Markets: 2014-2023
  • Annual OEM Revenue from V2G Frequency Regulation by Region, World Markets: 2014-2023
  • Annual OEM Revenue from HEM System Sales by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Residential PV Sales by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Residential EVSE Sales by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Carsharing Services by Region, World Markets: 2014-2023
  • Total OEM Revenue from New Services by Application, World Markets: 2014-2023
  • Total OEM Revenue from New Services by Region, World Markets: 2014-2023

List of Charts and Figures

  • Total OEM Revenue from New Services by Region, World Markets: 2014-2023
  • Annual PEV Sales by Region, World Markets: 2014-2023
  • Annual LDV Sales by Region, World Markets: 2014-2023
  • Annual V2G-Enabled LD PEV Sales by Region, World Markets: 2014-2023
  • Annual V2G-Enabled LD PEV Parc by Region, World Markets: 2014-2023
  • Installed LD PEV Capacity Participating in Demand Response Programs by Region, World Markets: 2014-2023
  • Networked HEM System Shipments by Region, World Markets: 2014-2023
  • Networked HEM System Shipments versus PEV Sales, World Markets: 2014-2023
  • Annual Distributed Solar PV Installed Capacity by Region, World Markets: 2014-2023
  • Annual Sales of Residential PV Systems and PEVs, North America: 2014-2023
  • Annual Level 2 Residential EVSE Unit Sales by Region, World Markets: 2014-2023
  • Historical Growth in Carsharing Membership by Region, World Markets: 2006-2013
  • Total Members in Carsharing Services by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Grid Services by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Home Energy Services by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Residential EVSE Sales by Region, World Markets: 2014-2023
  • Annual OEM Revenue from Carsharing Services by Region, World Markets: 2014-2023
  • Home Energy Management: Five Segments along a Continuum
  • A Comprehensive Networked HEM System Topology
  • HomePlug Topology

 

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[日本語訳]

自動車メーカの新たなサービスからの収益は2023年までにおよそ53億ドルへ到達するであろう

2014年4月23日

「カーシェアリングや家庭用エネルギーサービスを含む新たなサービスの提供」

新たな収益源を追及しようとしている自動車メーカにとって、プラグイン電気自動車(PEV)の採用はその促進要因となっている。PEVは広範な車両データ、蓄電性、通信性能を有し、それらを活用することができるのに加え、成熟した自動車市場における販売の伸び悩みによって予測される収益低下にとって代わるものとなる。その他にもこういった新たな収益源にはカーシェアリングサービス、ディーラーを経由する電気自動車(EV)充電装置の販売、家庭用エネルギー管理、住宅用太陽電池(PV)販売、およびグリッドサービスなどがある。Navigant Research社の新刊レポートでは、世界の自動車メーカによる新たな収益源からの予測収益は2014年の4億2680万ドルから2023年には52億6000万ドルへと成長するであろうと伝えている。

Navigant Research社のシニアリサーチアナリストのLisa Jerram氏は「多くの自動車メーカではエネルギー管理、再生可能エネルギー、持続可能なモビリティ に関連した市場へもたらすことのできる新しい製品やサービスについて懸命に取り組んでいる。」と語る。「カーシェアリングは既に重要な収益源となっているが、その他のサービスの成長は緩慢である。新たな収益源といったものよりも、プラグイン電気自動車の販売促進の方がより可能性が高いだろう。」

このような新たに出現した機会を活用するにあたり、自動車メーカは経験の浅いまたは未経験の新しい市場に足を踏み入れ、有力な競合と向かい合わなければならないという課題を抱えているとレポートは伝える。これらの企業は新しいサービスの提供を行う市場で既にシェアを持っていて、多くの場合、信頼性の高い強力なブランドのもとで新しいサービスを提供する。 もしも自動車メーカが収益規模の小さな市場に対し、投資を行ったり、その市場で既に確立した企業を買収するなど積極的なアプローチをしていけば、収益増を見込むことができるであろう。

Navigant Research社の調査レポート「自動車メーカの新たな収益源 Alternative Revenue Streams for Automakers : Plug-In Electric Vehicle Adoption and Sustainable Transportation: Vehicle-to-Grid, Vehicle-to-Building, Home Energy Management, Solar Energy, EV Charging, Carsharing, and Smart Parking Services」は自動車メーカが既に提供している、あるいは現在開発中のPEVを伴ったサービスあるいは持続可能な交通機関に関連した独立型サービスについて調査しており、V2GやV2B、家庭用エネルギー管理、太陽光発電、EV充電装置&ネットワーク、カーシェアリング、スマートパーキングサービスなどについて分析を行っている。世界におけるトータルアドレッサブルマーケット(TAM) の予測やこれらのサービスからのOEM収益について地域毎に2023年までの予測情報を提供する。また、既存市場のダイナミクスについてサービス毎に調査を行い、自動車メーカがこれらの市場に進出するにあたっての促進要因と課題、市場の主要企業情報についても掲載する。

[プレスリリース原文]

Automaker Revenue from Alternative Services Will Reach Nearly $5.3 Billion by 2023

April 23, 2014

New offerings include carsharing services and home energy services, report finds

The adoption of plug-in electric vehicles (PEVs) is driving automakers to seek out new sources of revenue—both to take advantage of PEVs’ extensive vehicle data, energy storage, and communications capabilities, and to replace expected lost revenue due to the stabilizing or slowing of vehicle sales in mature markets.  Among these new revenue streams are carsharing services, sales of electric vehicle (EV) charging equipment through dealers, home energy management, residential solar photovoltaic (PV) sales, and grid services.  According to a new report from Navigant Research, worldwide automaker revenue from alternative revenue streams will grow from $426.8 million in 2014 to $5.26 billion in 2023.

“Many automakers are seriously exploring new products and services they can bring to market related to energy management, renewable power, and sustainable mobility,” says Lisa Jerram, senior research analyst with Navigant Research.  “While carsharing is already a major revenue generator, other services will be slower to grow and will serve more as a way to drive plug-in electric vehicle sales, rather than as new revenue streams.”

In taking advantage of these emerging opportunities, automakers are challenged with the entry into  new types of markets, where they have little or no experience and face strong competitors, according to the report.  What these companies do have is a built-in market for new services and, in most cases, highly trusted and powerful brands on which to build new offerings. If an automaker takes an aggressive approach to any of the smaller revenue markets, in terms of investing in or acquiring companies already in the market, they could see more revenue from these services.

The report, “Alternative Revenue Streams for Automakers”, examines services that automakers are already offering or developing, either in conjunction with their PEVs, or simply as standalone services associated with sustainable transportation.  The study analyzes the following services: vehicle-to-grid (V2G), vehicle-to-building (V2B), home energy management, solar energy, EV charging equipment and networks, carsharing, and smart parking.  Global forecasts of the total addressable market and projected OEM revenue from these services, segmented by region, extend through 2023.  The report also examines the existing market dynamics for each of the services covered, the drivers and challenges for automakers entering those markets, and the key market players.

 

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