全球 PBV（专用汽车）市场：战略洞察力和增长机会

共享出行市场、叫车服务、最后一英里和中间一英里的货运服务需求旺盛，竞争激烈。提供这些服务的企业需要具有对其客户有用的零件和功能的定制车辆，并且可以实现高客户满意度。

本报告对全球 PBV（专用车）市场进行调查和分析，并提供有关 PBV 的战略基本要求、增长环境、轮廓和演变、共享出行市场、商用车市场、PBV 发展等方面的信息。

目录

战略要求

• 为什么增长变得越来越困难？
• 战略基本要求 8 (TM)
• 三大战略要求对 PBV 市场的影响
• 增长机会推动增长管道引擎 (TM)
• 增长动力
• 增长限制

成长环境

• 商业模式
• 市场进入者
• 竞争形势
• 竞争对手比较
• 车辆发布时间表
• 合作伙伴

PBV 概述

• 定义
• 细分
• 好处-製造商的观点
• 好处-客户和最终用户的观点

PBV 的演变

• 商业化时间表
• 战略演变
• 申请时间表

PBV 市场介绍

• 业务领域
• PBV 客户
• 瞄准客户需求

PBV 的设计和製造

• 改装车辆和 PBV 设计选项
• 微工厂方法
• 技术融合及其优势
• 电气化
• 滑板平台分析
• 成本比较-PBV与传统车辆

PBV-共享出行市场

• 传统出租车与专用共享代步车
• 客户要求
• 大规模供应商的机会
• 案例1-大众MOIA
• 案例研究 2-e.GO Moove
• 案例研究 3-Zoox
• 案例研究4-Sooorya EV

PBV-商用车市场

• 常规 eLCV 和专用 eLCV
• 客户要求
• 总拥有成本 - 根据您的目的量身定制的商用车视角
• 案例研究1-到达
• 案例研究 1-Arrival 和 Uber 合作
• 案例研究2-独木舟
• 案例研究 3-REE 汽车
• 案例研究3-REE汽车商业化之路
• 案例研究 4-Lightning eMotors
• 案例研究5-Rivian
• 案例6-绿色动力电机
• 案例研究 7-Volta 卡车

PBV 开发-传统汽车 OEM

• 来自传统 OEM-KIA 的 PBV 概念
• 传统OEM-通用汽车的PBV概念
• 传统OEM-日野汽车的PBV概念
• 传统车辆 OEM 改装车辆还是 PBV？

PBV 市场的未来

• 商业模式——单滑板上的可更换礼帽
• 商机区
• 商业化挑战
• 宏观经济展望
• ePBV销量预测

增长机会宇宙

• 增长机会 1-Ride Hailing 和 Cargo Delivery Car 市场动盪
• 增长机会2-为商用车领域的初创企业提供机会
• 增长机会3-促进自动班车和机器人出租车的出现

下一步

Increased Customer Demand and Expectations in Ride-hailing, Shared Mobility, and Last and Middle-mile Delivery Enable Opportunities

The purpose-built vehicle (PBV) market is a new business model in the automotive industry that involves original equipment manufacturers (OEMs) designing, manufacturing, and selling highly customized vehicles according to customers' application needs. There are high demand and competition in the shared mobility market, ride-hailing services, and last and middle-mile cargo delivery services. As such, service providers in these areas need customized vehicles with components and features that will be useful for their customers and enable them to achieve high customer satisfaction levels.

The PBV market has many automotive startups such as REE Automotive, Arrival, and Canoo that design and develop electric, purpose-built, and tailor-made vehicles to suit particular applications. Several conventional automotive OEMs like Hyundai, Kia, Ford, and Renault also seek business opportunities in this market, converting their existing vehicle models into PBVs.

Frost & Sullivan aims to provide insights into the PBV market by defining PBVs and their segmentation by application. We conducted case studies on market participants, highlighting technology trends, how they tailor vehicles according to specific applications, and details of vehicles they plan to launch. The report also compares conventional vehicles' design and manufacturing processes against PBVs and analyzes the latter's advantages in terms of operations. Other information includes:

• PBV timeline, market, and business model overview

• Factors driving and restraining market growth

• Market sizing and forecast by PBV sales volume between 2021 and 2030

• Business opportunities in the shared mobility space and cargo delivery market

• Future PBV business areas, challenges, and application areas

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Purpose-built Vehicles Market
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Growth Drivers
• Growth Restraints

Growth Environment

• Business Models
• Market Participants
• Competitive Landscape
• Competitor Comparison
• Vehicle Launch Timeline
• Partnerships

PBV Overview

• Definition
• Segmentation
• Benefits-Manufacturer Perspective
• Benefits-Customer and End-user Perspective

PBV Evolution

• Commercialization Timeline
• Strategy Evolution
• Applications Timeline

PBV Market-Introduction

• Business Areas
• PBV Customers
• Target Customer Requirements

PBV Design and Manufacturing

• Converted Vehicle vs PBV Design Options
• Microfactory Approach
• Technology Convergence and its Advantages
• Electrification
• Skateboard Platform Analysis
• Cost Comparison-PBVs and Conventional Vehicles

PBV-Shared Mobility Market

• Conventional Taxi vs Purpose-built Shared Mobility Vehicle
• Customer Requirements
• Opportunities for MaaS Providers
• Case Study 1-Volkswagen MOIA
• Case Study 2-e.GO Moove
• Case Study 3-Zoox
• Case Study 4-Sooorya EV

PBV-Commercial Vehicle Market

• Conventional eLCV and Purpose-built eLCV
• Customer Requirements
• Total Cost of Ownership-Purpose-built Commercial Vehicle Perspective
• Case Study 1-Arrival
• Case Study 1-Arrival and Uber Partnership
• Case Study 2-Canoo
• Case Study 3-REE Automotive
• Case Study 3-REE Automotive's Road to Commercialization
• Case Study 4-Lightning eMotors
• Case Study 5-Rivian
• Case Study 6-GreenPower Motor
• Case Study 7-Volta Trucks

PBV Development-Traditional Automotive OEMs

• PBV Concepts from Traditional OEMs-KIA
• PBV Concepts from Traditional OEMs-General Motors
• PBV Concepts from Traditional OEMs-Hino Motors
• Traditional Automotive OEMs-Converted Vehicles or PBVs?

PBV Market Future

• Business Model-Interchangeable Purpose-built Top Hats on a Single Skateboard
• Business Opportunity Areas
• Commercialization Challenges
• Macroeconomic Outlook
• ePBV Sales Volume Forecast

Growth Opportunity Universe

• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets
• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets (continued)
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment (continued)
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis (continued)

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