Tesla Wins Charger War with GM
General Motors has announced an agreement with Tesla, marking their adoption of Tesla’s charging system for their range of electric vehicles. This follows a similar announcement from Ford a couple of weeks ago. Tesla, Ford and GM account for about 70% of the US EV market share. As electric vehicle infrastructure continues to grow, it’s essential for automakers to adopt interoperable charging technology.
GM Follows Footsteps of Ford
According to the Wall Street Journal, “GM is following in the footsteps of Ford… Thus, three of the largest EV providers in the US use the same standard charging hardware design.” This move reinforces Tesla’s position as the biggest provider of fast-charging infrastructure in the United States, currently counting 17,000 ports in operation.
The announcement was shared during a Twitter Spaces event attended by GM CEO Mary Barra and Elon Musk. The CEOs emphasized the importance of advancing the electric vehicle revolution and improving EV charging infrastructure for customers.
One of Tesla’s biggest competitors in electric vehicle charging infrastructure is Volkswagen-owned Electrify America. Volkswagen, the fourth largest electric vehicle brand in the US market share, is the big loser in this strategic war as Tesla’s standard gains ground. While it’s still possible for Volkswagen to change strategy, doing so would mean accepting defeat.
Charging Formats in the US
There are two types of chargers for electric vehicles in the United States: Combined Charging Systems (CCS) and Tesla-specific North American Charging Standard (NACS) ports. With the adoption of Tesla’s charging system by major EV providers, the NACS port is positioned to become the standard charging hardware design across the country.
Currently, there are just over 138,000 charging points in the US, with the majority in California or privately owned. This underscores the importance of continuing to grow and improve EV charging infrastructure nationwide.
Unlike the US system, Europe uses a different standard, with most electric vehicles using Type 2 chargers. These three-phase plugs accommodate most uses by owners of 100% electric or rechargeable hybrid vehicles, and can be used both for charging at home and at many public charging stations.
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