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Ultra-Fast Charging as key component to EV infrastructure
Ultra-fast DC chargers are critical to meet EV demand
-30% CAGR in EV demand (2020-2025)
Ultra-fast charging (>150kW) accounting for -71%
of global EV charger hardware revenues (1)
Most existing power grids in Europe & USA are
not designed for area wide ultra-fast charging
-€400bn grid expansion costs already expected
until 2030 just in Europe. Massive government funds
dedicated to EV infrastructure are expected
Ultra-fast (>150kW) share of global EV charger hardware
sales ($)(1)
71%
311
188
124
2020
Cumulative global ultra-fast (>150kW) connectors installed
by category (000s units) (2)
FY20A
16%
668
315
352
2025
9%
■Public
Sources: Eurelectric, Bloomberg NEF
Note: (1) Calculated for new # of public and commercial connectors >150kW in 2020 multiplied by the average 2020 hardware cost per connector per power output (excl. China),
Bloomberg NEF; Cumulative global connectors for public and commercial segments with hardware power greater than or equal to 150kW (excl. Home and Work)
Commercial
1,037
488
549
2030
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