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商用車

市場調查報告書

商品編碼

1441547

商用車 - 市場佔有率分析、產業趨勢與統計、成長預測（2024 - 2029 年）

Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 485 Pages | 商品交期: 2-3個工作天內

價格

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簡介目錄

預計2024年商用車市場規模為2,474.8億美元，預估至2029年將達4,106.7億美元，預測期（2024-2029年）CAGR為10.66%。

主要亮點

COVID-19 對商用車市場的影響是不可避免的，因為它幾乎影響了所有其他行業。受疫情影響，多個汽車製造業停工，導致商用車產量下降。然而，商用車從影響中迅速恢復，預計在預測期內將出現顯著成長，這主要歸功於預測期內政府的支持和商用車採用量的成長。
從中期來看，汽車排放法規的加強、車輛安全的進步、車輛駕駛輔助系統的引入以及零售和電子商務領域物流的快速成長等因素極大地推動了對新型和先進技術的需求。市場上的商用車。
隨著物流和電子商務行業的快速發展，輕型商用車的需求可能會增加。此外，快速的城市化催生了新的零售和電子商務平台，需要高效率的物流，從而帶動輕型商用車（LCV）市場的成長。
「對節能、高性能、低排放車輛的需求增加，加上對車輛排放的法律法規日益嚴格，以及電池成本下降和燃油價格上漲，都促進了商用車需求的成長。
由於電池技術的發展以及為產品提供最新功能、先進駕駛輔助系統 (ADAS)、人工智慧 (AI)、網際網路等尖端技術的廣泛使用，市場不斷成長物聯網 (IoT) 等。主要公司投資增強原始設備製造商 (OEM) 競爭並協助市場成長。許多國家都在嘗試採用電動車，但隨著新車進入市場，充電基礎設施仍然是一個重大問題。

商用車市場趨勢

公共交通擴大採用電動商用車

燃料構成任何車輛營運成本的主要部分。隨著燃料成本的不斷增加，使用電動公車作為大眾運輸不僅可以降低燃料成本，還可以降低其他前期成本和總擁有成本。到2030年，電動公車的價格預計將降至柴油公車的價格。與柴油引擎公車相比，電動公車可減少 81-83% 的維護和營運成本。
人們對空氣污染、氣候變遷以及最重要的是多年來不斷上漲的柴油價格的普遍認知的提高，是激勵大多數州和城市交通當局在其區域發展計劃中擴大採用清潔公共交通解決方案的部分原因。與汽油或柴油巴士相比，電動巴士為旅客提供更多舒適度。與傳統柴油公車不同，電動公車的 NVH 水平極低，可為乘客提供更高的舒適度。
電動巴士市場有潛力填補公共運輸系統中存在的空白。透過減少與營運和維護相關的費用，並減少與公共健康和環境相關的隱性成本，公共巴士的大規模電動化不僅可以讓相關利益相關者獲得巨大利益，還有助於在服務提供者之間實現回報平衡以及服務使用者的長期利益。
隨著政府大力推動電動車轉型，鼓勵公共運輸當局和電動巴士供應商在適當的監管框架和市場機制的支持下推動市場成長。
此外，在所有基於長度的類別中，電動公車的前期成本都高於柴油公車。然而，柴油公車和電動公車的總擁有成本 (TCO) 的比較表明，電動公車更具經濟意義。一些私人和公共巴士業者已開始在世界各地的公共交通中採用電動巴士，這推動了對電動巴士的需求。
儘管美國國內的電動公車數量較少，但在過去幾年中，購買電動公車車隊的城市和大學有所增加。由於加州是採用方面最活躍的州，它採用了許多其他州都可以效仿的新規則——創新清潔交通規則（ICTR）。從2023年起，購買的新公車中25%必須是零排放。 2029年，100%的訂單來自加州運輸機構。加州的目標是到 2040 年將其 12,000 輛城市公車轉變為 100% 電動公車。
由於全國各地貨運、物流和建築活動的增加，對電動車的需求增加。其他因素，如嚴格的排放法規、電氣化、替代燃料、司機短缺、自動駕駛汽車和最後一英里交付等，預計將在預測期內推動電動卡車的成長。
幾家商用車製造商正在印度推出新型電動商用車，而印度市場在預測期內可能會大幅成長。例如，2022年10月，印度領先的電動公車製造商PMI Electro Mobility宣布推出一系列小型電動商用車，以滿足電子商務產業對最後一哩送貨車輛日益成長的需求。
考慮到汽車製造商和政府的這些強勁發展和持續舉措，預計印度對電動商用車的需求在預測期內將出現強勁成長。

亞太地區主導市場

亞太地區正在經歷快速城市化，預計這將成為該地區輕型、中型和重型商用車需求增加的因素。全國電子商務和物流業的快速擴張可能會增加預測期內對商用車的需求。
全國各地的多家電子商務公司和商用車製造商正在合作運輸貨物，預計將在預測期內提振市場。
例如，2022年5月，塔塔汽車有限公司推出了全新Ace EV，這是廣受歡迎的ACE的電動版本。該公司與亞馬遜、BigBasket、City Link、DOT、Flipkart、LetsTransport、MoEVing 和 Yelo EV 等電子商務公司和物流服務提供商合作。透過此次合作，該公司將向印度的電子商務和物流服務提供商交付 39,000 輛新型 ACE 電動車 (EV)。
2021 年 2 月，電子商務巨頭亞馬遜宣布與 Mahindra Electric 合作，將電動車部署到其配送網路中。亞馬遜的目標是到2025 年，車隊規模達到10,000 輛電動車。同期，Flipkart 與Hero Electric 和Piaggio 合作，到2030 年實現100% 電動配送車隊。這些合作夥伴關係旨在改善充電基礎設施，並將更多電動車納入其中印度的商用車產業。
一些國家的政府正在投資新的建設和開發活動。中國的「一帶一路」計劃可能有助於中國西部地區的基礎設施發展，例如鐵路、建築和能源項目。這為全國範圍內的建築材料和設備流動創造了巨大的機會。日本的直線動車計畫是一種磁浮子彈列車，擬在 67 分鐘內行駛 285.6 公里，目前正在快速建設中，預計將於 2027 年開通。
汽車經銷商協會聯合會（FADA）的資料顯示，2021年3月，商用車銷量下降42.2%，至67,372輛，而2020年3月為116,559輛。
此外，該國的主要參與者正在國內市場推出新的卡車系列。例如，2021 年 3 月，塔塔汽車推出了輕型商用卡車 (I&LCV) Ultra Sleek T 系列。所有卡車均由面向未來的 BS-VI 4SPCR 引擎提供動力，功率為 100 匹馬力，額定扭力為 300 牛頓米。
越來越多的政府法規改善了電動車的採用，以及該地區原始設備製造商和供應商為滿足中國汽車行業不斷成長的需求而採取的強勁擴張，預計將為預測期內的市場成長創造積極的前景。例如，
中國政府正在鼓勵人們採用電動車。該國已經制定了逐步淘汰當前一代曳引機和建築設備所使用的柴油的計劃。該國計劃在2040年全面禁止柴油和汽油汽車。
該地區的上述發展可能會增加預測期內對商用車的需求。

商用車行業概況

全球商用車市場由塔塔汽車有限公司、帕卡公司、豐田汽車公司、沃爾沃集團、斯堪尼亞公司等幾家主要參與者主導。全球製造設施的不斷擴張可能會在預測期內見證市場的大幅成長。

例如，2022 年 12 月，塔塔汽車宣布班加羅爾大都會運輸公司 (BMTC) 與其全資子公司 TML Smart City Mobility Solutions Ltd. 簽署了最終協議，在班加羅爾市營運 921 輛電動公車。

2022 年 8 月，Mahindra & Mahindra Ltd. (M&M) 和大眾汽車集團發布了一項重要公告，以加強雙方的合作。兩家公司簽署了一份擴大合作的條款清單，特別關注為 Mahindra 名為 INGLO 的創新電動平台供應 MEB 電氣元件。

2022 年 3 月，三大著名商用車製造商 TRATON GROUP、戴姆勒卡車和沃爾沃集團強強聯手，形成了重大合作。他們簽訂了一項具有約束力的協議，建立一個開創性的合資企業 (JV)，旨在開發和營運專為整個歐洲的電池電動、重型長途卡車和客車量身定做的先進公共充電網路。

正如之前所傳達的，雙方致力於啟動並加速必要的充電基礎設施建設，以滿足歐洲日益成長的電動車客戶數量，並在 2050 年之前為歐洲的氣候中和交通做出貢獻。

2021 年 12 月，Rivian 擴大了製造業務，將其第二家美國工廠設在喬治亞州。計劃在亞特蘭大東部的摩根縣和沃爾頓縣建立一個碳意識園區。該項目涉及 50 億美元的場地開發和製造投資。

2021 年 9 月，塔塔汽車宣布計劃在未來 4-5 年內投資超過 10 億美元（即超過 750 億盧比），以重新制定商用車業務路線圖，其中電動車是其中的主要部分。尤其是公車。

額外的好處：

Excel 格式的市場估算 (ME) 表
3 個月的分析師支持

車輛類型
- 輕型商用車
- 中型和重型商用車
- 巴士和長途汽車
驅動器類型
- 內燃機
- 混合動力和電動車
地理
- 北美洲
  - 美國
  - 加拿大
  - 北美其他地區
- 歐洲
  - 德國
  - 英國
  - 法國
  - 義大利
  - 歐洲其他地區
- 亞太
  - 中國
  - 印度
  - 日本
  - 韓國
  - 亞太其他地區
- 世界其他地區
  - 南美洲
  - 中東和非洲

第 6 章：競爭格局

供應商市佔率
公司簡介
- BAIC Group
- BYD Motors Inc.
- Mercedes-Benz Group AG
- Dongfeng Motor Corporation
- Ford Motor Company
- General Motors Company
- Groupe Renault
- Mahindra & Mahindra Ltd
- Nissan Motor Company Ltd
- Rivian Automotive LLC
- SAIC Motors
- Scania AB
- Tata Motors Ltd
- Tesla Inc.
- Toyota Motor Corporation
- Volkswagen AG
- AB Volvo
- Paccar Inc.

第 7 章：市場機會與未來趨勢

ADAS整合

簡介目錄

Product Code: 93035

The Commercial Vehicles Market size is estimated at USD 247.48 billion in 2024, and is expected to reach USD 410.67 billion by 2029, growing at a CAGR of 10.66% during the forecast period (2024-2029).

Key Highlights

The impact of COVID-19 on the commercial vehicle market was unavoidable as it affected almost every other industry. Several vehicle manufacturing industries were shut down due to the pandemic, which resulted in a decline in the production of commercial vehicles. However, commercial vehicles witnessed a swift recovery from the impact, and the vehicles are expected to witness significant growth during the forecast period, primarily attributed to government support and growth in the adoption of commercial vehicles during the forecast period.
Over the medium term, Factors like increasing regulations on vehicle emissions, advancement in vehicle safety, the introduction of driver-assist systems in vehicles, and rapidly growing logistics in the retail and e-commerce sectors have been significantly driving the demand for new and advanced commercial vehicles in the market.
The demand for light commercial vehicles is likely to increase as the logistics and e-commerce industries are growing rapidly. Additionally, rapid urbanization has created new retail and e-commerce platforms, which require efficient logistics, leading to the growth of the light commercial vehicles (LCV) market.
"Increased demand for fuel-efficient, high-performance, and low-emission vehicles, coupled with increasingly strict laws and regulations on vehicle emissions, as well as declining battery costs and rising fuel prices, all contribute to the increased demand for commercial vehicle growth.
The market is growing because of developments in battery technology and the usage of extensively in providing the most up-to-date features to their products, cutting-edge technologies like advanced driver-assistance systems (ADAS), artificial intelligence (AI), Internet-of-Things (IoT), and others. Major companies invest in enhancing original equipment manufacturer (OEM) rivalry and assisting the market's growth. Many countries are attempting to adopt electric mobility, but charging infrastructure remains a significant concern as new vehicles enter the market.

Commercial Vehicles Market Trends

Increasing adoption of electric Commercial Vehicles for mass transit

Fuel constitutes a major part of the operating cost of any vehicle. With the increasing costs of fuel, using an electric bus for public transport reduces not only the fuel cost but also other upfront costs and the total cost of ownership. By 2030, the prices for electric buses are expected to come down to that of diesel fuel buses. Electric buses help reduce 81-83% of the maintenance and operating costs compared to a diesel-engine bus.
The rise in general awareness about air pollution, climate change, and, most importantly, the increasing diesel prices over the years are some of the reasons that incentivize most state and city transport authorities to increasingly accommodate clean public transport solutions in their regional development plans. Electric buses offer more comfort to travelers compared to gasoline or diesel buses. The NVH levels in electric buses are minimal, unlike traditional diesel buses, providing enhanced comfort to passengers.
The e-bus market has the potential to fill the voids that exist in the public transport system. By reducing expenses related to operation and maintenance and also cutting down hidden costs linked to public health and the environment, mass electrification of public buses would not only let the concerned stakeholders reap huge benefits but also help strike a balance of providing returns between the service providers and the service users over the long run.
With strong government thrust for EV transition, the public transport authorities and the e-bus suppliers are encouraged to drive the market growth on the back of proper regulatory framework and the market mechanism.
Moreover, the upfront costs of electric buses are more than the diesel counterparts across all length-based categories. However, a comparison of the Total Cost of Ownership (TCO) between diesel and electric buses reveals that electric buses make more economic sense. Several private and public bus operators have started the adoption of electric buses for mass transit across the world, which is driving the demand for electric buses.
Although the United States has fewer electric buses in the country, in the past few years, there has been an increase in cities and universities acquiring fleets of electric buses. With California being the most dynamic state on adoption, it adopted a new rule that can be followed by many other states-the Innovative Clean Transit Rule (ICTR). From 2023, 25% of new buses purchased must be zero emission. In 2029, 100% of orders from California transport agencies. California's goal is to convert its 12,000 city buses to 100% electric by 2040.
The demand for electric vehicles increased due to the increasing freight, logistics, and construction activities across the country. Other factors, such as stringent emissions regulations, electrification, alternative fuels, driver shortage, autonomous vehicles, and last-mile delivery, are expected to fuel the growth of electric trucks over the forecast period.
Several commercial vehicle manufacturers are introducing new electric commercial vehicles in India, which in turn is likely to witness major growth for the market during the forecast period. For instance, in October 2022, PMI Electro Mobility, a leading manufacturer of electric buses in India, announced the launch of a range of small electric commercial vehicles to cater to the growing demand from e-commerce industries for last-mile delivery vehicles.
Considering these strong developments and ongoing initiatives by automakers and the government, demand for electric commercial vehicles in India is expected to portray a strong growth rate during the forecast period.

Asia-Pacific is dominating the Market

Asia-Pacific is witnessing rapid urbanization, which in turn is expected to be a factor in the increase in the demand for light, medium, and heavy commercial vehicles in the region. The rapid expansion of e-commerce and logistics industries across the country is likely to increase the demand for commercial vehicles during the forecast period.
Several E-commerce companies and commercial vehicle manufacturers across the country are partnering to transport goods, which in turn is anticipated to boost the market during the forecast period.
For instance, in May 2022, Tata Motors Limited launched the all-new Ace EV, the electric version of the ever-popular ACE. The company partnered with an e-commerce company and logistics service providers such as Amazon, BigBasket, City Link, DOT, Flipkart, LetsTransport, MoEVing, and Yelo EV. Through this partnership, the company will deliver 39,000 units of new ACE electric vehicles (EVs) to e-commerce and logistics service providers in India.
In February 2021, e-commerce giant Amazon announced a partnership with Mahindra Electric to deploy electric vehicles into its delivery network. Amazon aims to reach 10,000 EVs in fleet size by 2025. Flipkart, in the same period, partnered with Hero Electric and Piaggio to achieve a 100% electric delivery fleet by 2030. These partnerships aim to improve the charging infrastructure and include more electric vehicles in the commercial vehicles sector in India.
Governments of several countries are investing in new construction and development activities. China's One Belt, One Road initiative may aid in infrastructural development, such as railways, buildings, and energy projects, stretching from China's western regions. This creates a huge opportunity for construction material and equipment movement across the country. Japan's Linear Motor Car Project is a maglev bullet train proposed to cover 285.6 kilometers in 67 minutes and is being built at a rapid pace with an expected opening in 2027.
According to the data of the Federation of Automobile Dealers Associations (FADA), in March 2021, the sales of commercial vehicles were down by 42.2%, to 67,372 units, against 116,559 units in March 2020.
Moreover, major players in the country are introducing new truck ranges in the domestic market. For instance, in March 2021, Tata Motors unveiled its light commercial trucks (I&LCV) Ultra Sleek T-Series. All trucks are powered by the future-ready BS-VI 4SPCR engine, with a 100hp power and a torque rating of 300nm.
The growing government regulations improving electric vehicle adoption and robust expansion adopted by OEMs and suppliers in the region to accommodate rising demand from the automotive industry in China are expected to create a positive outlook for market growth during the forecast period. For instance,
The government of China is encouraging people to adopt electric vehicles. The country has already made plans to phase out diesel fuel, which runs the current generation of tractors and construction equipment. The country is planning to completely ban diesel and petrol vehicles by 2040.
The above-mentioned development across the region is likely to enhance the demand for commercial vehicles during the forecast period.

Commercial Vehicles Industry Overview

The Global Commercial Vehicles Market is dominated by several key players such as Tata Motors Ltd., Paccar Inc., Toyota Motor Corporation, AB Volvo, Scania AB, and Others. The growing expansion of manufacturing facilities across the globe is likely to witness major growth for the market during the forecast period.

For instance, in December 2022, Tata Motors announced that Bengaluru Metropolitan Transport Corporation (BMTC) had signed a definitive agreement with its fully owned subsidiary, TML Smart City Mobility Solutions Ltd., for the operation of 921 electric buses in the city of Bengaluru.

In August 2022, Mahindra & Mahindra Ltd. (M&M) and the Volkswagen Group made a significant announcement to strengthen their collaboration. The two companies signed a term sheet to expand their cooperation, specifically focusing on the supply of MEB electric components for Mahindra's innovative electric platform called INGLO.

In March 2022, a momentous collaboration was formed as the TRATON GROUP, Daimler Truck, and Volvo Group, three prominent commercial vehicle manufacturers, joined forces. They entered into a binding agreement to establish a groundbreaking joint venture (JV) with the aim of developing and operating an advanced public charging network tailored specifically for battery electric, heavy-duty long-haul trucks, and coaches throughout Europe.

As previously communicated, the parties are committed to initiating and accelerating the necessary build-up of charging infrastructure for the increasing number of customers of electric vehicles in Europe and contributing to climate-neutral transportation in Europe by 2050.

In December 2021, Rivian expanded its manufacturing operations, locating its second United States plant in the state of Georgia. A carbon-conscious campus is planned east of Atlanta, in Morgan and Walton Counties. The project represents a USD 5 billion site development and manufacturing investment.

In September 2021, Tata Motors announced its plans to invest over USD 1 billion, or an amount exceeding Rs 7,500 crore over the next 4-5 years, to recreate its roadmap for the commercial vehicle business, a major part of which comprises electric vehicles. Especially buses.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

4.1 Market Drivers
- 4.1.1 Growing E-commerce Industry Will Supplement the Growth Trajectory
4.2 Market Restraints
- 4.2.1 Stringent Emission Norms
4.3 Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size in Value - USD Billion)

5.1 Vehicle Type
- 5.1.1 Light Commercial Vehicle
- 5.1.2 Medium and Heavy Commercial Vehicles
- 5.1.3 Bus and Coach
5.2 Drive Type
- 5.2.1 Internal Combustion Engine
- 5.2.2 Hybrid and Electric Vehicles
5.3 Geography
- 5.3.1 North America
  - 5.3.1.1 United States
  - 5.3.1.2 Canada
  - 5.3.1.3 Rest of North America
- 5.3.2 Europe
  - 5.3.2.1 Germany
  - 5.3.2.2 United Kingdom
  - 5.3.2.3 France
  - 5.3.2.4 Italy
  - 5.3.2.5 Rest of Europe
- 5.3.3 Asia-Pacific
  - 5.3.3.1 China
  - 5.3.3.2 India
  - 5.3.3.3 Japan
  - 5.3.3.4 South Korea
  - 5.3.3.5 Rest of Asia-Pacific
- 5.3.4 Rest of the World
  - 5.3.4.1 South America
  - 5.3.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

6.1 Vendor Market Share
6.2 Company Profiles*
- 6.2.1 BAIC Group
- 6.2.2 BYD Motors Inc.
- 6.2.3 Mercedes-Benz Group AG
- 6.2.4 Dongfeng Motor Corporation
- 6.2.5 Ford Motor Company
- 6.2.6 General Motors Company
- 6.2.7 Groupe Renault
- 6.2.8 Mahindra & Mahindra Ltd
- 6.2.9 Nissan Motor Company Ltd
- 6.2.10 Rivian Automotive LLC
- 6.2.11 SAIC Motors
- 6.2.12 Scania AB
- 6.2.13 Tata Motors Ltd
- 6.2.14 Tesla Inc.
- 6.2.15 Toyota Motor Corporation
- 6.2.16 Volkswagen AG
- 6.2.17 AB Volvo
- 6.2.18 Paccar Inc.