Public Charging Networks

Public and third-party charging network operators building the infrastructure for mass EV adoption.

ChargePoint

Largest US network by station count — 34K+ locations, hardware+software model.

EVgo

DC fast-charging focused on urban metro areas and retail partnerships.

Blink Charging

Global L2 and DCFC operator across 25+ countries.

TELD (TGOOD)

#1 operator in China with 800K+ chargers.

Fastned

Premium solar-powered highway stations across Europe.

OEM & Proprietary Networks

Automaker-owned charging networks and battery swap operators serving their vehicle ecosystems.

Tesla Commercial Destination Charging

World's largest DC fast-charging network — 65K+ stalls, now NACS standard.

NIO Power

Pioneer battery-swap stations — 2,600+ swap points across China.

Li Auto Charging

Ultra-fast 5C charging network for BEV lineup.

CATL Choco-Swap

World's #1 battery maker entering swap market with EVOGO system.

BYD Charging

Megawatt-class charging leveraging unmatched battery expertise.

Energy Company Networks

Oil & gas majors and state utilities converting fossil fuel infrastructure into EV charging hubs.

Shell Recharge

54K+ charge points globally — converting gas stations to EV hubs.

bp pulse

Investing $1B+ annually in EV charging across 3 continents.

Sinopec Charging

China's largest oil refiner deploying 10K+ chargers at existing stations.

State Grid (SGCC)

China's electricity monopoly — hundreds of thousands of public chargers.

Hardware & Software

The companies manufacturing charging equipment and providing the software platforms that run charging networks.

ABB E-mobility

World's #1 DC fast charger hardware maker — deployed in 120+ countries.

Huawei Digital Power

Leading liquid-cooled DC charging equipment with AI energy management.

EVBox (Engie)

600K+ ports shipped globally — hardware+cloud platform for businesses.

Wallbox

Smart home and commercial chargers with pioneering V2G bidirectional capability.

Charging Value Chain: Who Does What

Where each company sits across the EV charging value chain — from hardware manufacturing through energy/grid integration. Hover cells for details.

Hardware Manufacturing

Network Operations

Software Platform

Battery Swap

Energy / Grid

Hardware Manufacturing

Network Operations

Software Platform

Battery Swap

Energy / Grid

Tesla Supercharger

ChargePoint

EVgo

Blink Charging

Electrify America

IONITY

Fastned

Shell Recharge

bp pulse

Allego

EVBox (Engie)

Wallbox

ABB E-mobility

State Grid (SGCC)

China Southern Power Grid

TELD (TGOOD)

Star Charge (Wanbang)

Cloud Quick Charge

NIO Power

Li Auto Charging

XPeng Charging

BYD Charging

Huawei Digital Power

CATL Choco-Swap

Aulton

Sinopec Charging

Solid bars = active in this stage. Faded = notable relationship but not primary business. Hover for details.

Global Public Charger Deployment

Annual public charging point installations by region — China accounts for ~70% of global deployments. Sources: IEA Global EV Outlook 2025, EAFO.

Total public charging points installed by region (cumulative). Sources: IEA Global EV Outlook 2025, EAFO, CAAM.

US DC Fast Charging Market Share

Tesla Supercharger dominates US DC fast charging with 60% of installed stalls. Sources: DOE AFDC, company disclosures.

Tesla Supercharger60%

ChargePoint15%

Electrify America10%

EVgo5%

Others10%

US DC fast charging market share by installed stalls, 2024. Sources: DOE AFDC, company disclosures.

China vs US vs Europe: Public Charger Count

Total public charging points by region — China leads with 15x the United States. Sources: IEA, EAFO, CAAM.

Total public charging points by region. Sources: IEA Global EV Outlook 2025, EAFO, CAAM.