Charging Infrastructure

Connector Standard Adoption by Region

Share of new DC fast charger installations by connector standard — NACS won North America after Tesla opened its standard in 2023. Sources: DOE AFDC, EAFO, CAAM.

Share of new DC fast charger installations by connector standard. NACS adoption accelerated after Tesla opened its standard in 2023. Sources: DOE AFDC, EAFO, CAAM.

DC Fast Charging Speed Comparison

Maximum and typical charging power by network — time to 80% assumes a 75 kWh battery at typical power delivery
NetworkMax kWTypical kWTime to 80%ArchitectureLiquid Cooled
Huawei FusionCharge logoHuawei FusionCharge
600
480
10 min800V
Li Auto 5C logoLi Auto 5C
520
400
12 min800V
XPeng S4 logoXPeng S4
480
360
15 min800V
Fastned logoFastned
400
200
25 min400V/800V
ChargePoint Express logoChargePoint Express
400
200
25 min400V/800V
ABB Terra 360 logoABB Terra 360
360
180
27 min400V/800V
IONITY HPC logoIONITY HPC
350
280
18 min800V
Electrify America logoElectrify America
350
150
30 min400V/800V
EVgo eXtend logoEVgo eXtend
350
150
30 min400V/800V
Tesla Supercharger V4 logoTesla Supercharger V4
250
200
25 min400V

Maximum and typical charging power by network. Time to 80% assumes a 75 kWh battery at typical power delivery.

Battery Swap Station Deployment

Cumulative battery swap stations deployed — NIO operates its own; CATL's EVOGO is brand-agnostic. Sources: company filings, EVCIPA.

Cumulative battery swap stations deployed. NIO operates its own stations; CATL's EVOGO is brand-agnostic. Sources: company filings, EVCIPA.

DC Fast Charger Hardware Market Share

Global DC fast charging hardware market share by revenue — the picks-and-shovels of the charging buildout. Sources: industry estimates, BloombergNEF.
ABB E-mobility28%
Huawei Digital Power18%
Tritium8%
Signet EV7%
BTC Power6%
Wallbox4%
Others29%

Global DC fast charging hardware market share by revenue, 2024. Sources: industry estimates, BloombergNEF.

Charging Infrastructure - Technology | Sterling