電動商用卡車底盤市場機會、成長動力、產業趨勢分析及2024年至2032年預測

2023 年，全球電動商用卡車底盤市場價值為 4.88 億美元，預計 2024 年至 2032 年複合年成長率為 29.4%。世界各國政府實施嚴格的排放標準，以盡量減少碳足跡，推動企業轉向電動商用車。稅收抵免、回扣和補助等財政激勵措施使電動卡車的採用更加經濟實惠，對車隊營運商更具吸引力。充電基礎設施的投資以及加強對研發的支援也增強了電力解決方案的可行性。

這些政策為製造商創新和擴展其電動底盤產品創造了有利的環境。對永續交通解決方案的需求是推動市場成長的另一個關鍵因素。隨著全球減少碳排放的努力不斷加強，電動卡車對於滿足環境法規至關重要。物流和送貨等行業的公司擴大採用電動卡車來提升其品牌形象並遵守更嚴格的排放法規。

此外，消費者青睞永續品牌，鼓勵企業投資環保交通選擇。人們對環保解決方案日益成長的認知和需求極大地推動了電動商用卡車底盤市場的發展。按底盤類型分類，2023年，梯架底盤佔據超過43%的市場佔有率，預計到2032年將超過20億美元。理想的選擇用於商業應用。其堅固的設計特別適合重型和中型卡車，提供承載大有效載荷所需的強度。

此外，它還可以輕鬆客製化，使其受到電動卡車製造商的歡迎。根據驅動配置，市場分為後輪驅動（RWD）、全輪驅動（AWD）和前輪驅動（FWD）。後輪驅動 (RWD) 細分市場在 2023 年將佔據 54% 的市場佔有率，因為它具有卓越的牽引力、操控性和重載下的穩定性，這對商用車至關重要。從地區來看，北美在2023 年將佔據超過37% 的市場佔有率，由於政府的激勵措施和對電動車基礎設施的投資，預計該地區將出現顯著成長。在電動卡車的需求的推動下，該地區的市場規模將超過18 億美元。

目錄

第 1 章：方法與範圍

第 2 章：執行摘要

第 3 章：產業洞察

• 產業生態系統分析
  • 影響價值鏈的因素
  • 利潤率分析
  • 干擾
  • 製造商
  • 經銷商
• 供應商格局
  • 原物料供應商
  • 零件製造商
  • 底盤廠商
  • 卡車製造商
  • 分銷管道
• 利潤率分析
• 價格分析
• 技術與創新格局
• 專利分析
• 重要新聞和舉措
• 監管環境
• 衝擊力
  • 成長動力
    • 加強政府對電動車的監管和激勵措施
    • 對永續和環保交通選擇的需求不斷成長
    • 電池技術的進步和電池成本的下降
    • 擴大充電基礎設施
    • 燃油價格上漲並透過電動卡車節省營運成本
  • 產業陷阱與挑戰
    • 與傳統柴油卡車相比，電動卡車的前期成本更高
    • 電動卡車的續航里程和充電時間有限
• 成長潛力分析
• 波特的分析
• PESTEL分析

第 4 章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第 5 章：市場估計與預測：按卡車分類，2021 - 2032 年

• 主要趨勢
• 輕型卡車
• 中型卡車
• 重型卡車

第 6 章：市場估計與預測：依底盤分類，2021 - 2032 年

• 主要趨勢
• 梯架
• 模組化機殼
• 骨幹機殼
• 其他

第 7 章：市場估計與預測：依底盤材料分類，2021 - 2032 年

• 主要趨勢
• 鋁合金
• 低碳鋼
• 高速鋼
• 其他（碳纖維等）

第 8 章：市場估計與預測：以驅動方式，2021 - 2032 年

• 主要趨勢
• 全輪驅動（AWD）
• 後輪驅動（RWD）
• 前輪驅動（FWD）

第 9 章：市場估計與預測：按最終用戶產業，2021 - 2032 年

• 主要趨勢
• 物流配送
• 建造
• 市政服務

第 10 章：市場估計與預測：按地區，2021 - 2032

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 英國
  • 德國
  • 法國
  • 西班牙
  • 義大利
  • 俄羅斯
  • 北歐人
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳新銀行
  • 東南亞
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 阿拉伯聯合大公國
  • 南非
  • 沙烏地阿拉伯

第 11 章：公司簡介

• Ashok Leyland
• BYD Auto
• Daimler Trucks
• Dongfeng Motor Corporation Ltd.
• Ford Motor Company
• Hino Motors
• Hyundai Motor Company
• Infraprime Logistics Technologies Pvt. Ltd.
• Isuzu Motors
• Navistar International Corporation
• Nikola Corporation
• PACCAR Inc.
• Proterra
• REE Automotive
• Rivian
• Saturn EV Ltd.
• Scania AB
• Tata Motors Limited
• Tesla, Inc.
• Volvo Trucks

The Global Electric Commercial Truck Chassis Market was valued at USD 488 million in 2023 and is projected to grow at a CAGR of 29.4% between 2024 and 2032. The market expansion is largely driven by government regulations and incentives to promote electric vehicles. Governments worldwide implement stringent emissions standards to minimize carbon footprints, pushing businesses to shift to electric commercial vehicles. Financial incentives such as tax credits, rebates, and grants make the adoption of electric trucks more affordable and appealing to fleet operators. Investments in charging infrastructure and increased support for research and development also strengthen the viability of electric solutions.

These policies foster a favorable environment for manufacturers to innovate and expand their electric chassis offerings. The demand for sustainable transportation solutions is another key factor driving market growth. As global efforts to reduce carbon emissions intensify, electric trucks are essential in meeting environmental regulations. Companies in sectors like logistics and delivery are increasingly adopting electric trucks to enhance their brand image and comply with stricter emissions regulations.

Additionally, consumers favor sustainable brands, encouraging businesses to invest in eco-friendly transport options. This growing awareness and demand for environmentally friendly solutions significantly fuel the electric commercial truck chassis market. By chassis types, in 2023, the ladder frame segment held over 43% of the market share and is expected to surpass USD 2 billion by 2032. The ladder frame chassis is favored for its structural durability and ability to handle heavy loads, making it ideal for commercial applications. Its robust design is especially suited for heavy-duty and medium-duty trucks, providing the strength required to carry large payloads.

Additionally, it allows for easy customization, making it popular among electric truck manufacturers. Based on drive configurations, the market is divided into rear-wheel drive (RWD), all-wheel drive (AWD), and front-wheel drive (FWD). The rear-wheel drive (RWD) segment dominated with a 54% market share in 2023, owing to its superior traction, handling, and stability under heavy loads, which is critical for commercial vehicles. Regionally, North America accounted for over 37% of the market in 2023, with significant growth expected due to government incentives and investments in electric vehicle infrastructure.The region is projected to exceed USD 1.8 billion by 2032, driven by the demand for electric trucks in urban logistics and sustainability initiatives.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Manufacturers
  • 3.1.5 Distributors
• 3.2 Supplier landscape
  • 3.2.1 Raw material suppliers
  • 3.2.2 Component manufacturers
  • 3.2.3 Chassis manufacturers
  • 3.2.4 Truck manufacturers
  • 3.2.5 Distribution channels
• 3.3 Profit margin analysis
• 3.4 Price analysis
• 3.5 Technology & innovation landscape
• 3.6 Patent analysis
• 3.7 Key news & initiatives
• 3.8 Regulatory landscape
• 3.9 Impact forces
  • 3.9.1 Growth drivers
    • 3.9.1.1 Increasing government regulations and incentives for electric vehicles
    • 3.9.1.2 Growing demand for sustainable and environmentally friendly transportation options
    • 3.9.1.3 Advances in battery technology and declining battery costs
    • 3.9.1.4 Expanding charging infrastructure
    • 3.9.1.5 Rising fuel prices and operating cost savings with electric trucks
  • 3.9.2 Industry pitfalls & challenges
    • 3.9.2.1 Higher upfront costs of electric trucks compared to traditional diesel trucks
    • 3.9.2.2 Limited range and charging time of electric trucks
• 3.10 Growth potential analysis
• 3.11 Porter's analysis
• 3.12 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Truck Classification, 2021 - 2032 ($Bn, Units)

• 5.1 Key trends
• 5.2 Light-duty trucks
• 5.3 Medium-duty trucks
• 5.4 Heavy-duty trucks

Chapter 6 Market Estimates & Forecast, By Chassis, 2021 - 2032 ($Bn, Units)

• 6.1 Key trends
• 6.2 Ladder frame
• 6.3 Modular chassis
• 6.4 Backbone chassis
• 6.5 Others

Chapter 7 Market Estimates & Forecast, By Chassis Material, 2021 - 2032 ($Bn, Units)

• 7.1 Key trends
• 7.2 Aluminium alloy
• 7.3 Mild steel
• 7.4 High-speed steel
• 7.5 Others (carbon fiber, etc.)

Chapter 8 Market Estimates & Forecast, By Drive, 2021 - 2032 ($Bn, Units)

• 8.1 Key trends
• 8.2 All-wheel drive (AWD)
• 8.3 Rear-wheel drive (RWD)
• 8.4 Front-wheel drive (FWD)

Chapter 9 Market Estimates & Forecast, By End-User Industry, 2021 - 2032 ($Bn, Units)

• 9.1 Key trends
• 9.2 Logistics and delivery
• 9.3 Construction
• 9.4 Municipal services

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2032 ($Bn, Units)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Spain
  • 10.3.5 Italy
  • 10.3.6 Russia
  • 10.3.7 Nordics
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 South Korea
  • 10.4.5 ANZ
  • 10.4.6 Southeast Asia
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 MEA
  • 10.6.1 UAE
  • 10.6.2 South Africa
  • 10.6.3 Saudi Arabia

Chapter 11 Company Profiles

• 11.1 Ashok Leyland
• 11.2 BYD Auto
• 11.3 Daimler Trucks
• 11.4 Dongfeng Motor Corporation Ltd.
• 11.5 Ford Motor Company
• 11.6 Hino Motors
• 11.7 Hyundai Motor Company
• 11.8 Infraprime Logistics Technologies Pvt. Ltd.
• 11.9 Isuzu Motors
• 11.10 Navistar International Corporation
• 11.11 Nikola Corporation
• 11.12 PACCAR Inc.
• 11.13 Proterra
• 11.14 REE Automotive
• 11.15 Rivian
• 11.16 Saturn EV Ltd.
• 11.17 Scania AB
• 11.18 Tata Motors Limited
• 11.19 Tesla, Inc.
• 11.20 Volvo Trucks