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2026
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01
Explosion & Differentiation: Three Core Battlefields of the Global EV Charging Market
Source:
Global EV Charging Pile Market Enters Explosive Growth Phase: Southeast Asia Fills Infrastructure Gaps, Europe & US Set Standards, Chinese Enterprises Accelerate Global Expansion
In early 2026, the global new energy EV charging pile industry has shown the prominent characteristics of "breakthroughs in multiple areas and regional differentiation": Southeast Asia is trapped in "charging anxiety" due to the surge in EV sales; Europe and the US have finalized technical standards through policy and market forces; and Chinese enterprises, leveraging their technological and scale advantages, are accelerating their global layout. This has driven the global stock of public EV charging piles to exceed the 25 million mark in 2025.
Southeast Asia: The Battle to Fill Charging Pile Gaps Behind 63% Sales Growth
Southeast Asia is emerging as one of the fastest-growing regions for EVs globally. In 2025, sales of xEVs (electric vehicles in a broad sense) in the six ASEAN countries surged by 63% year-on-year. In Singapore, EVs accounted for over 40% of new vehicle registrations, while Vietnam and Thailand both recorded growth rates exceeding 40%. However, infrastructure development lags far behind: by mid-2025, the total number of public EV charging piles across Southeast Asia was only about 15,000, creating a striking contrast with the booming EV sales.
To address this bottleneck, countries in the region have rolled out intensive policies:
Indonesia has lifted restrictions on third-party construction of charging piles, allowing foreign and private enterprises to participate, and has incorporated charging infrastructure into its national energy transition roadmap. Vietnam provides electricity price subsidies for public charging stations and has issued technical specifications. Singapore, aiming for 60,000 charging points by 2030, has taken the lead in adopting international standards such as OCPP and ISO 15118.
The market has responded quickly. Vietnamese automaker VinFast announced plans to deploy up to 100,000 charging points in Indonesia. Nevertheless, the problem of uneven regional development remains prominent: Indonesian users gave a "readiness score" of only 2.8/5 for charging facilities, far lower than Singapore’s 4.3/5.
"Southeast Asia is not a low-standard market, but one where standards are rising rapidly," industry analysts pointed out. Hidden barriers such as communication protocol compatibility and cybersecurity have become key factors for enterprises to enter the market. Charging piles compatible with multiple standards, launched by companies like Hengdian Technology, have become popular choices for overseas expansion due to their support for remote operation and maintenance as well as security encryption.
Europe & US: Dual Track of Standard Unification and Quality Upgrading
The European and US markets completed key layouts in 2025. In North America, standard unification was achieved through market forces: Tesla’s leading NACS standard (standardized as SAE J3400) gained support from major automakers such as Ford and General Motors. Furthermore, the US federal government explicitly required that charging stations receiving subsidies under the $7.5 billion NEVI program must be equipped with NACS ports, marking its official replacement of CCS1 as the mainstream standard.
In Europe, regulations are driving network construction. The EU’s Alternative Fuels Infrastructure Regulation (AFIR) mandates that by the end of 2025, high-power fast-charging stations must be built every 60 kilometers along the core corridors of the trans-European transport network. The UK is focusing on service quality, introducing new regulations to force operators to achieve 99% equipment operational reliability, addressing the issue of "non-functional piles". At the market level, European charging operator Fastned added 60 new charging stations in 2025, expanding its network to 406 stations across 9 countries. This includes Germany’s first charging station on the autobahn and stations designed specifically for electric trucks. Its "solar tree" canopy design was also shortlisted for a European Design Award.
Chinese Enterprises: Technology Export Reshapes Global Competitive Landscape
As the world’s largest EV charging pile market, China accounts for nearly 60% of global public charging piles and 55% of export share, making it a crucial player in the global industry. In January 2026, Haohan Energy, a Chinese enterprise, partnered with EVIE, Australia’s second-largest charging operator, to launch an Australian charging map. The map connects 350 stations with 1,282 charging guns, all supporting 350kW ultra-fast charging—enabling EVs to replenish 50-350 kilometers of range in just a few minutes. The network uses 100% renewable energy, with key layouts along inter-state highways and stations spaced only 150-200 kilometers apart, significantly improving local energy supplement efficiency.
In terms of technology, Chinese enterprises hold distinct advantages in high-power charging. In 2025, the market penetration rate of charging piles with power of 360kW and above rose from 15% to 28%, and liquid-cooled charging systems were applied in 35% of the high-end market. Chinese enterprises account for 40% of global EV charging pile-related patent applications, forming core barriers in areas such as heat dissipation technology. Meanwhile, enterprises are accelerating localized operations to cope with import tariffs of up to 25% in some countries, driving the global proportion of localized production of charging piles to 50%.
Global Trends: Accelerated Technology Integration and Model Innovation
Industry data shows that the global EV charging pile industry is undergoing multiple transformations:
The number of integrated solar-storage-charging projects reached 5,000 in 2025, an increase of 120% year-on-year.
V2G (Vehicle-to-Grid) technology has achieved commercialization in regions with large peak-valley electricity price differences.
The number of users of subscription-based charging services exceeded 10 million, and the market size of value-added data services reached $5 billion.
Progress has also been made in technical standard compatibility, with the compatibility rate of the three mainstream charging interfaces rising to 80%. However, standard differences still cause a market segmentation of approximately $3 billion.
"2026 will be a year of differentiation for the global EV charging pile market," experts predicted. The speed of policy implementation in emerging markets such as Southeast Asia, the implementation effect of standards in Europe and the US, and Chinese enterprises’ ability to balance technological iteration and localized operations will collectively determine the global industry pattern. Enterprises like Fastned have set their sights on the goal of 1,000 stations by 2030, while Chinese enterprises plan to further expand their overseas layout. Competition in the global charging network is entering a new phase of high-quality development.
Global EV Charging Pile Market,EV Charging Standards,High-power Fast Charging,Vehicle-to-Grid (V2G),Southeast Asia EV Infrastructure
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