CHALLENGES AND COMPETITION IN THE EVSE MARKET
Keywords:
Electric Vehicle Supply Equipment (EVSE), Charging Infrastructure Reliability, EVSE Market Competition, Charging Network Development, EV Charging StandardsAbstract
This article examines the competitive dynamics between Tesla's Supercharging network and other electric vehicle supply equipment (EVSE) manufacturers in the global market. The article analyzes the challenges faced by competing manufacturers in establishing and maintaining reliable charging networks while meeting evolving regulatory requirements. Tesla's early market entry and vertical integration approach have created significant barriers for competitors, particularly in Western markets, though alternative models have emerged in regions like China. The article explores critical factors including reliability issues, business sustainability challenges, and infrastructure development requirements. Special attention is given to upcoming regulatory changes in California and their implications for the broader EVSE industry. The article also evaluates strategies for effective competition, including network reliability enhancement, strategic deployment approaches, and user experience optimization. Finally, the article presents future outlook scenarios considering technological advancement, standardization trends, and evolving business models in the EVSE sector.
References
Sarah LaMonaca, Lisa Ryan, “The state of play in electric vehicle charging services – A review of infrastructure provision, players, and policies,” February 2022, Available: https://www.sciencedirect.com/science/article/pii/S1364032121010066
Michael Naor, et al., “Vertically Integrated Supply Chain of Batteries, Electric Vehicles, and Charging Infrastructure: A Review of Three Milestone Projects from Theory of Constraints Perspective,” March 2021, Available: https://www.researchgate.net/publication/350380735_Vertically_Integrated_Supply_Chain_of_Batteries_Electric_Vehicles_and_Charging_Infrastructure_A_Review_of_Three_Milestone_Projects_from_Theory_of_Constraints_Perspective
Fareed Ahmad, Mohd Bilal, “A Comprehensive Analysis of Electric Vehicle Charging Infrastructure, Standards, Policies, Aggregators and Challenges for the Indian Market,” June 2023, Available: https://www.researchgate.net/publication/371912673_A_Comprehensive_Analysis_of_Electric_Vehicle_Charging_Infrastructure_Standards_Policies_Aggregators_and_Challenges_for_the_Indian_Market
Shiqi Ou, et al., “Modeling charging infrastructure impact on the electric vehicle market in China,” April 2020, Available: https://www.sciencedirect.com/science/article/abs/pii/S1361920919307394
Tisura Gamage, et al.,“The costs and challenges of installing corridor DC Fast Chargers in California,” March 2023, Available: https://www.sciencedirect.com/science/article/pii/S2213624X23000238
Yifan Liu, et al, “Reliability of electric vehicle charging infrastructure: A cross-lingual deep learning approach,” December 2023, Available:
https://www.sciencedirect.com/science/article/pii/S2772424723000069
Tim Unterluggauer, et al, “Electric vehicle charging infrastructure planning for integrated transportation and power distribution networks: A review,” May 2022, Available: https://www.sciencedirect.com/science/article/pii/S2590116822000091
Zhiyun Li, “A Review of the Current Status of Global Electric Vehicle Charging Infrastructure Development,” July 2024, Available: https://www.researchgate.net/publication/382682006_A_Review_of_the_Current_Status_of_Global_Electric_Vehicle_Charging_Infrastructure_Development
Published
Issue
Section
License
Copyright (c) 2025 Raghukumar Bommenahalli (Author)
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
