Overview of Taiwan EV infrastructure &future developments

1

2021/10

2

Development of EV in Taiwan

11) Established 10 Demo

Stations and 3000 EV

2) Provided 20 billion

subsidies in 3 years for

3000 EVs

3) Exemption from

commodity taxes for EV

Strategy of EV plan

2

Tesla entered the Taiwan market

2010-2015 2016 2018 2019 2021

EV Industry Guidance and Promotion Plan

Tesla sold at half price

3

4

Substantial Growth for EV Market

Foreign vehicle manufacturers began to launch EV products

5

Almost 3000 public charging stations installed

Government Policy

Blue print of public charging infrastructure

Current EV Market in Taiwan

More than 15,000 EVs have been sold in 2021

3

The percentage of newly sold EVs exceeded 2% in 2021

資料來源：公路總局統計至2021.8月底

TESLA

87%

PORSCHE,4%

NISSAN,2%

AUDI

1%

LUXGEN

1%MERCEDES-BENZ

1%

BMW

1% Other 3%

4

The main factors of EV development in Taiwan

Unified EV charging form & types

A

BC

Eliminate range anxiety

EV charging stations need to be universal and be supported by local policies and regulations

資料來源：電動車台灣消費者需求現況調查報告(凱絡媒體)

The convenience of charging stations and maintenance cost are key considerations

1. Not easy to install charging stations in existing building

2. The development of public charging infrastructure is too slow

When charging specs are not unified, the installation cost for charging stations are high and hence the economic benefits are low

5

Benchmarking & Methodology (Europe, Japan)

In early stages, CPO and vehicle brands work together on the infrastructure

• A joint venture between BMW Group, Ford Motor, Hyundai Motor, Mercedes Benz AG and Volkswagen with Audi and Porsche established in 2017

• The plan to build 400 Ionity super power charging stations in Europe

• Currently there are 800 DC charging stations built in 203 locations

IONITYNCS

• A joint venture between Honda, Nissan, Toyota established in 2013

• Installation Plan: Install charging stations mainly in gas stations, high way, shopping malls

• Through Membership: Release membership cards for charging at all locations

6

Current market outlook

資料來源：經濟部統計資料

Public AC charging ports

are around 2,700

Tesla 27%

J1772 73%

Public DC charging ports

are around 210

others 27%

Tesla 63%

7

EV Charging Industry Ecosystem

Drivers

Public charging station

Automotive industries offer APP service: charger status and GPS etc.

Public Charging Station

Driver

APP, E-ticket payment

Tesla, Porsche, Volvo, BMW, Kia, Lexus etc.

Gov. public parking lot

Malls, hotels,restaurants

Individual & community management committee

Private industries

Construction company

Charging Point Operators

• Yes Energy• ChargeSmith• EVALUE• Noodoe• iCHARGE• FET• OASIS

Charger Factory

• DELTA• eTreego• Phihong• Fortune

Connect charger information with cars CPO builds charging stations

CPO provides charger management, after sale support and maintenance

Roadblock and Breakthrough

8

Roadblock

The chicken-and-egg conundrum

DC charging specs yet to unify

Infrastructure development plan with policy yet to

exist

Residential buildings are difficult to install

charging stations

Power supply strained

Breakthrough

New CPO already invested to establish proactively

Central Government states CCS1+N will be promoted

Central Government is planning to establish public charging infrastructure with target to

install 7800

• Central Government to revise and update regulations for condominium management

• Local Government: Taipei City Government has formed a consulting team for existing building to install EV charging

Taipower Company EMS and energy pricing in discussion

9

Parking = Charging

Work Warehouse retailsRetails

HomeHighway service area Hotel and tour spot

Charging locations in Taiwan varies, but the network structure is poor, designed separately in small scales and lack integration

10

Importance of CPO service

With CPO service, both vehicle and business owners experience better service at charging stations

Future Development & Topic

Combination of green energy

11

Develop better business model

Connection to gridImproved ecosystem

Brainstorming on building a friendly environment for EV owners

12

Foundations Collaboration

Vehicle Manufacturers

PublicSector Retailer

Strategic Alliance

Cooperation Project

TransportationCollaboration

• Central Gov.• Local Gov.• Gov.-owned

enterprise

• Vehicle brands• Dealer

• Convenient store• Gas Station• Warehouse retail

• Fast Food Restaurant• Department store• Parking Lot

Joint effort with vehicle brands to build and operate a charging network to provide vehicle owners basic charging convenience

Though policy recommendations, projects, and comprehensive standard specs, to promote the installation and development of infrastructure

To create commercial value with win-win benefits that becomes added value for distributors and achieving wide spread purpose

Increase usage of company electrical vehicles with charging solutions and services

Incorporating brand resources with service to vehicle owners as the core and creating hot spot benefits

Ex. highway service areas, taxi rest stops, parking lots with coffee shop etc.