Industry Trend Report｜Resolving Mileage Concerns, Demand for Charging Facilities Leads to Supply Chain Growth.

In recent years, the penetration rate of electric vehicles has been growing year by year, leading to a gradual increase in the market demand for "charging", and since 2022, there have been numerous reports on the introduction of cross-docking chargers into communities, commercial offices, and parking lots, which indicates that the construction of a charging pile supply chain should not be slowed down. According to the World Economic Forum (WEF) estimates that every two electric vehicles in the future will need a charging pile (vehicle pile ratio of 2:1), but statistics of the United States, Europe, China, three major regions of the charging pile establishment in the end of 2020, although the number of 5 million; but look at the car installed ratio of the ideal figure is still a long way from the European Union electric vehicle pile ratio is only 8.5:1, the U.S. 16.4:1, China's 6:1. Compared with the Compared to the record sales of EVs, the number of charging stations in each region is a drop in the bucket. In view of this, countries are strengthening the promotion of charging industry, according to the IEA survey of the global electric vehicle public charging piles is estimated to 2027, the number of global electric vehicle public charging piles will reach 30,758,000, with a compound annual growth rate of 46.6% (Figure 1). The U.S. government expects to build 500,000 charging stations and 5 million charging piles by 2030, while the European Union expects to build 3.5 million public charging stations and 16.3 million charging stations by 2050. Compared to the U.S. and the EU, China is more aggressive in promoting new energy vehicles, with a plan to reach a 1:1 ratio for charging installations by 2030. In order to meet the above goals in different regions, the total number of charging stations will reach 60 million, and it is estimated that the global investment in charging piles will reach US$500 billion (about NT$14 trillion) by 2030, which shows that charging piles are a high-growth industry.