2024-2030 年挖土機和裝載機產業的成長機會

電氣化、智慧裝備和經營模式轉型將推動長期成長

挖掘機和裝載機是用於道路和基礎設施計劃、住宅和商業建築施工以及採礦作業的多功能機器。該產業近年來成長顯著，2023年全球市場規模將達556.8億美元。 Frost & Sullivan 預計複合年成長率為 5.2%，到 2030 年將達到 794.8 億美元。推動該行業的因素包括基礎設施發展和快速都市化、對建設計劃的需求、用途的多樣性和永續性實踐。

Frost & Sullivan 預測，從 2023 年到 2030 年，美國和歐洲的挖土機和裝載機銷售複合年成長率將分別達到 1.5% 和 2.1%。由於城市規劃和基礎設施策略，印度和中國同期複合年成長率可能分別達到 6.8% 和 5.7%。

這個行業競爭非常激烈，許多製造商都希望進入。該行業的特點是向更永續和更有效率的車輛發展，並且越來越注重減少排放和提高燃油效率。這正在推動創新，製造商正在開發電氣化和自主技術。

關鍵創新可能會出現在電氣設備、車隊管理和遠端資訊處理等智慧功能、5G 整合、設備即服務 (EaaS)經營模式轉型、資金籌措以及服務和維護等領域。 Frost & Sullivan 預計對高科技創新、互通性和動力設備的需求將推動產業成長。

目錄

挖土機和裝載機產業的轉型

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對挖土機和裝載機產業的影響

全球經濟環境與生態系統

• 分析範圍
• 國內生產毛額成長率
• 各地區GDP成長率
• 競爭環境
• 主要競爭對手
• 全球建設產業
• 建設產業：美國
• 建設產業：歐洲
• 建設產業：印度
• 建設產業：中國
• 全球礦業展望
• 採礦業：區域視角
• 監管影響：美國
• 監管影響：歐洲
• 監管影響：印度
• 監管影響：中國
• 挖土機/裝載機生態系統
• 經營模式和畫布的演變
• 推動挖土機和裝載機產業的主要趨勢

成長發電機

• 成長指標
• 生長促進因子
• 成長抑制因素
• 調查方法
• 銷量預測
• 各地區銷售預測
• 收益預測
• 按地區分類的收益預測
• EIO
• EIO按地區預測
• 收益佔有率
• 收益佔有率分析

成長發電機：挖土機

• 成長指標
• 銷量預測
• 各地區銷售預測
• 收益預測
• 按地區分類的收益預測
• EIO預測
• EIO按地區預測
• 預測方法

成長發生器：裝載機

• 成長指標
• 銷量預測
• 各地區銷售預測
• 收益預測
• 按地區分類的收益預測
• EIO預測
• EIO按地區預測
• 預測方法

成長發電機：電力設備

成長動力：智慧機器

經營模式轉型

成長機會宇宙

• 成長機會1：經營模式轉型以提高盈利和營商便利性
• 成長機會2：電氣化與電池技術創新
• 成長機會3：智慧機器與智慧功能

最佳實踐意識

弗羅斯特雷達

下一步

Electrification, Smart Equipment, and Business Model Transformation to Drive Long-Term Growth

Excavators and loaders are versatile machines used in road and infrastructure projects, residential and commercial building construction, and mining operations. The industry has grown significantly in recent years, with a global market size of $55.68 billion in 2023. Frost & Sullivan projects a 5.2% compound annual growth rate (CAGR) to reach $79.48 billion in 2030. Factors driving the industry include infrastructure development and rapid urbanization, construction project demand, application versatility, and sustainability practices.

Frost & Sullivan forecasts that excavator and loader unit sales in the United States and Europe will register resilient CAGRs of 1.5% and 2.1%, respectively, between 2023 and 2030. India and China will likely record strong CAGRs of 6.8% and 5.7%, respectively, for the same period because of urban planning and infrastructure strategies.

The industry is competitive, with many manufacturers wanting a piece of the action. Caterpillar, John Deere, Hitachi, Hyundai, Kobe Steel, Komatsu, Sany, Volvo, CNHI, Kubota, JCB, Liugong, Shantui, and XCMG have a presence in multiple markets and offer a range of products. A trend toward more sustainable and efficient vehicles with an increasing focus on reducing emissions and improving fuel efficiency characterizes the industry. This drives innovation, with manufacturers developing electrification and autonomous technologies.

Major innovations are likely in the areas of electric equipment, smart features such as fleet management and telematics, 5G integration, business model transformation in equipment-as-a-service, financing, and service and maintenance. Frost & Sullivan expects industry growth to be propelled by high-tech innovations, interoperability, and the need for electric equipment.

Table of Contents

Transformation in the Excavator and Loaders Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Excavators and Loaders Industry

Global Economic Environment and Ecosystem

• Scope of Analysis
• Gross Domestic Product Growth
• GDP Growth by Region
• Competitive Environment
• Key Competitors
• Global Construction Industry
• Construction Industry: United States
• Construction Industry: Europe
• Construction Industry: India
• Construction Industry: China
• Global Mining Industry Outlook
• Mining Industry: Regional Outlook
• Regulatory Impact: United States
• Regulatory Impact: Europe
• Regulatory Impact: India
• Regulatory Impact: China
• Excavators and Loaders Ecosystem
• Business Model Canvas Evolution
• Top Trends Driving the Excavators and Loaders Industry

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Methodology
• Unit Sales Forecast
• Unit Sales Forecast by Region
• Revenue Forecast
• Revenue Forecast by Region
• Equipment in Operation (EIO)
• EIO Forecast by Region
• Revenue Share
• Revenue Share Analysis

Growth Generator: Excavators

• Growth Metrics
• Unit Sales Forecast
• Unit Sales Forecast by Region
• Revenue Forecast
• Revenue Forecast by Region
• EIO Forecast
• EIO Forecast by Region
• Forecast Methodology

Growth Generator: Loaders

• Growth Metrics
• Unit Sales Forecast
• Unit Sales Forecast by Region
• Revenue Forecast
• Revenue Forecast by Region
• EIO Forecast
• EIO Forecast by Region
• Forecast Methodology

Growth Generator: Electric Equipment

• Trend 1: Electric Equipment, Excavators
• TCO Analysis: Electric Excavators
• TCO Analysis: Electric Wheel Loaders
• Fully Electric Excavators
• Electric Excavators Impact Valuation: Doosan Infracore Case Study
• Electric Equipment Architecture
• Electric Excavator: Key Product Launches
• Electric Equipment Forecast
• Electric Powertrain Mapping
• Hybrid Vehicle Architecture: Excavators
• Hybrid Vehicle Architecture: Wheel Loaders
• Electric Equipment: Competitive Positioning

Growth Generator: Smart Machinery

• Trend 2: Smart Machines
• AI Applications
• Machine System Innovations
• Key Products with Smart Features

Business Model Transformation

• Trend 3: BMT, EaaS
• Trend 3: BMT, Online Marketplace
• OEM Strategies: Service and Maintenance
• Trend 3: BMT, Rebuild Strategy
• Trend 3: BMT, Financing
• Financing Decisions: Explained, XCMG Loader Case Study

Growth Opportunity Universe

• Growth Opportunity 1: Business Model Transformation for Increased Profitability and Ease of Doing Business
• Growth Opportunity 2: Electrification and Innovations in Battery Technology
• Growth Opportunity 3: Intelligent Machinery and Smart Features

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer