拉丁美洲商用车 (CV) 市场:到 2030 年的增长机会和预测
市场调查报告书
商品编码
1165557

拉丁美洲商用车 (CV) 市场:到 2030 年的增长机会和预测

Latin American Commercial Vehicle (CV) Growth Opportunities, Forecast to 2030

出版日期: | 出版商: Frost & Sullivan | 英文 107 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

从 2021 年到 2030 年,拉丁美洲的商用车 (CV) 市场规模预计将以 3.4% 的复合年增长率增长,到 2030 年将达到 150 万辆。 基础设施投资、矿业开发和出口、多式联运项目和农业设备製造将推动未来十年的行业增长。 此外,电子商务的发展增加了对城际运输和城市送货卡车对各种商品的需求。

巴西和墨西哥占拉丁美洲商用车销量的 68%,其中皮卡在这两个国家占据主导地位,占 LCV 销量的 69%。 拉丁美洲的大多数国家都在强调可再生能源,以实现从化石燃料的能源转型,电动汽车战略也将推动替代动力总成车辆的增长。

本报告对拉丁美洲的商用车 (CV) 进行了研究分析,深入分析了影响市场的主要趋势,包括增长动力、增长限制和市场收入预测。

内容

战略要务

  • 为什么越来越难成长?
  • 战略要务 8 (TM)
  • 三大战略要务对商用车行业的影响
  • 增长机会推动增长 Pipeline Engine(TM)

增长机会分析

  • 增长指数
  • 分析范围
  • 细分
  • 主要预测标准
  • 增长动力
  • 抑制增长的因素
  • 主要发现
  • 按 CV 细分市场和地区划分的销量
  • 按商用车细分市场和地区划分的销量比例
  • M&HD 卡车 OEM 销售结果
  • 轻型商用车 OEM 销售业绩
  • 按动力总成部门划分的销量比例:轻型商用车
  • 动力总成部门的销售额百分比:M&HD 卡车

增长机会分析:巴西

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

增长机会分析:墨西哥

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

增长机会分析:阿根廷

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

增长机会分析:秘鲁

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

增长机会分析:智利

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

增长机会分析:哥伦比亚

  • 增长指数
  • 2021 年的主要区域趋势
  • 销售预测:按 CV 细分
  • 预测分析
  • 销量百分比:按动力总成/商用车细分市场
  • CV 细分市场的 OEM 市场份额
  • 销售预测:动力总成和 CV 细分市场
  • OEM 动力总成技术平台
  • 排放标准和 xEV 奖励和补贴

总拥有成本

  • TCO 分析 - 拉丁美洲:假设
  • TCO 分析 - 拉丁美洲:低里程
  • TCO 分析 - 拉丁美洲:中等里程
  • TCO 分析 - 拉丁美洲:成功案例

增长机会领域

  • 增长机会 1:对最后一英里交付的需求上升推动轻型卡车增长
  • 增长机会 2:新进入 eLCV 领域的门槛低
  • 增长机会 3:确保市场的长期可持续性

下一步

简介目录
Product Code: PC79-42

Propulsion Alternatives to Diesel will Gain Momentum during the Medium Term of the Forecast Period (2025-2026); the Outlook for the Medium-duty (MD) Segment and Natural Gas (NG) in the Heavy-duty (HD) Segment is Strong

Overall commercial vehicle (CV) units in Latin America (LATAM) are expected to reach 1.5 million units by 2030, growing at a compound annual growth rate (CAGR) of 3.4% between 2021 and 2030. Infrastructure investment, mining development and exports, multimodal transportation projects, and agro-based farm equipment manufacturing will drive industry growth in the coming decade. eCommerce growth will drive demand for the intercity transportation of various goods and urban distribution trucks. As the COVID-19 pandemic declined, global commodities markets recovered; demand outpaced supply and resulted in higher prices and exports in the region. These factors are expected to be the major drivers for commercial truck demand in the short and long terms.

Brazil and Mexico contribute 68% of LATAM's CV units; pickups dominate both countries and account for 69% of the region's LCV sales. Most countries in LATAM focus on renewable energy sources for the energy transition from fossil fuels; the electromobility strategy will also drive the growth of alternate powertrain vehicles. Companies are likely to leverage government support for electromobility to create common platforms for vehicles across different regions and quickly scale up operations to achieve maximum profitability.

European OEMs dominate the market and account for three-fifths of all CV sales in the region. Daimler, Traton, and Volvo, the top 3 sellers, account for two-thirds of the market share. Many Chinese OEMs, including Foton, SAIC, JAC, Changan, and Dongfeng, have established their presence in LATAM and are expected to compete aggressively against European OEMs in the coming years. Higher infrastructure spending and mining development and trade activities in the region are likely to be the major drivers for heavy-duty truck demand. The growing ecosystem of truck OEMs, bodybuilders, and fleets that will cater to this rising demand will have a positive impact on allied sectors.

Table of Contents

Strategic Imperatives

  • Why Is It Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Commercial Vehicles Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

  • Growth Metrics
  • Scope of Analysis
  • Segmentation
  • Main Forecast Criteria
  • Growth Drivers
  • Growth Restraints
  • Key Findings
  • Unit Sales by CV Segment and Region
  • Percent Unit Sales by CV Segment and Region
  • M&HD Truck OEM Sales Performance
  • LCV OEM Sales Performance
  • Percent Unit Sales by Powertrain Split: LCVs
  • Percent Unit Sales by Powertrain Split: M&HD Trucks

Growth Opportunity Analysis: Brazil

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • OEM Powertrain Technology Platforms
  • Emission Standards and xEV Incentives and Subsidies

Growth Opportunity Analysis: Mexico

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • OEM Powertrain Technology Platforms
  • Emission Standards and xEV Incentives and Subsidies

Growth Opportunity Analysis: Argentina

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • OEM Powertrain Technology Platforms
  • Emission Standards and xEV Incentives and Subsidies

Growth Opportunity Analysis: Peru

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • Emission Standards and xEV Incentives and Subsidies
  • OEM Powertrain Technology Platforms

Growth Opportunity Analysis: Chile

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • OEM Powertrain Technology Platforms
  • Emission Standards and xEV Incentives and Subsidies

Growth Opportunity Analysis: Colombia

  • Growth Metrics
  • Key Regional Trends, 2021
  • Unit Sales Forecast by CV Segment
  • Forecast Analysis
  • Percent Unit Sales by Powertrain and CV Segment
  • OEM Market Share by CV Segment
  • Percent Unit Sales Forecast by Powertrain and CV Segment
  • OEM Powertrain Technology Platforms
  • Emission Standards and xEV Incentives and Subsidies

Total Cost of Ownership

  • TCO Analysis, LATAM: Assumptions
  • TCO Analysis, LATAM: Low Mileage
  • TCO Analysis, LATAM: Medium Mileage
  • TCO Analysis, LATAM: High Mileage

Growth Opportunity Universe

  • Growth Opportunity 1: Growing Demand for Last-mile Delivery to Drive Light-duty Truck Growth
  • Growth Opportunity 1: Growing Demand for Last-mile Delivery to Drive Light-duty Truck Growth (continued)
  • Growth Opportunity 2-Low Entry Barriers for New Participants in the eLCV Space
  • Growth Opportunity 2-Low Entry Barriers for New Participants in the eLCV Space (continued)
  • Growth Opportunity 3-Ensuring Long-term Market Sustainability
  • Growth Opportunity 3-Ensuring Long-term Market Sustainability (continued)

Next Steps

  • Your Next Steps
  • Why Frost, Why Now?
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • Legal Disclaimer