货机市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球货机市场价值为 62 亿美元，预计到 2034 年将以 4.5% 的复合年增长率增长至 95 亿美元。推动这一增长的关键因素有几个，包括全球电子商务的兴起、医药和易腐货物运输需求的增加、国际贸易的增长以及老旧机队的升级需求。随着跨境贸易的加速，全球供应链越来越依赖高效可靠的航空货运网路来确保交货速度和可靠性。同时，环境法规和成本效益目标促使营运商用更新、更省油的机型替换老旧飞机。网上购物量的不断增长进一步增加了对专用货机运力的需求，以满足快速的交货时间。再加上货运分销管道的演变，这些因素将继续影响已开发经济体和发展中经济体的长期成长。

由于成本压力、营运灵活性以及电子商务需求，对货机的需求正在迅速变化。客机改装为货机对于满足这些不断变化的需求至关重要。

2024年，客改装货 (P2F) 改装市场以56.6%的份额占据主导地位。这一主导地位得益于经济高效的收购方案、随时可用的退役客机以及显着缩短的交付週期。越来越多的航空公司和租赁公司选择改装飞机，以最大限度地利用现有资产，同时满足区域和全球航线日益增长的货运需求。拓展客改货能力并确保老旧飞机能够及时改装，对于应对新兴成长市场并保持竞争力至关重要。

2024年，商业货运占比达88.1%。产业领袖指出，贸易量的增加、数位商务的蓬勃发展以及航空公司主导的货运转型正在巩固商业货运领域的主导地位。航空公司正积极利用现有机队提升营运效率，并加速对专用货机的投资，以满足不断增长的需求。为了因应全球供应链的快速变化，商业货运业正在精简物流，以支援高速、时效性强的货运。升级机队和整合智慧货运解决方案预计将成为优化货运的关键。

2024年，美国货机市场规模达22.4亿美元。在快速发展的电子商务基础设施、强劲的工业产出以及对精简物流的需求的推动下，美国在全球航空货运中继续发挥核心作用。持续成长的航空货运需求有助于降低库存、提高生产效率并满足全美的快速交付需求。各公司正在加快对现代节油飞机的投资，同时与物流和技术先进的商业平台建立策略联盟，以保持市场优势并扩大营运范围。

影响全球货机市场的关键参与者包括莱昂纳多公司、以色列航太公司、波音公司、易北河飞机製造有限公司、空中巴士公司、洛克希德·马丁公司、中国商用飞机有限责任公司、港机集团和新科工程公司。为了在竞争激烈的货机市场中占有一席之地，领先的公司正专注于三大策略支柱。首先，他们正在加强客机转货机 (P2F) 转换计划，以高效且经济地满足时间敏感的货运需求。与 OEM 和 MRO 供应商的合作可以缩短週转时间并确保可靠的产能扩张。其次，各公司正在投资下一代省油的货机，以满足监管和环境目标。最后，加强与电子商务和物流公司的联繫有助于使飞机发展与不断变化的交付需求保持一致。

目录

第一章：方法论

• 市场范围和定义
• 研究设计
  • 研究方法
  • 资料收集方法
• 资料探勘来源
  • 全球的
  • 地区/国家
• 基础估算与计算
  • 基准年计算
  • 市场评估的主要趋势
• 初步研究和验证
  • 主要来源
• 预测模型
• 研究假设和局限性

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 供应商格局
  • 利润率分析
  • 成本结构
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
    • 国际贸易扩张与全球化
    • 机队现代化与老旧货机的更换
    • 全球电子商务和快递包裹递送的成长
    • 即时生产导致航空货运需求增加
    • 医药和易腐货物运输需求不断增长
  • 产业陷阱与挑战
    • 货机营运维护成本高
    • 严格的环境法规和噪音限制
  • 市场机会
    • 开发省油环保的货机
    • 扩大客机改装货机项目
    • 新兴市场的成长与航空货运基础设施的不断增强
• 成长潜力分析
• 监管格局
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 波特的分析
• PESTEL分析
• 技术和创新格局
  • 当前的技术趋势
  • 新兴技术
• 价格趋势
  • 按地区
  • 按产品
• 定价策略
• 新兴商业模式
• 合规性要求
• 国防预算分析
• 全球国防开支趋势
• 区域国防预算分配
  • 北美洲
  • 欧洲
  • 亚太地区
  • 中东和非洲
  • 拉丁美洲
• 重点国防现代化项目
• 预算预测（2025-2034）
  • 对产业成长的影响
  • 各国国防预算
• 供应链弹性
• 地缘政治分析
• 劳动力分析
• 数位转型
• 合併、收购和策略伙伴关係格局
• 风险评估与管理
• 主要合约授予（2021-2024）

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲
• 关键参与者的竞争基准
  • 财务绩效比较
    • 收入
    • 利润率
    • 研发
  • 产品组合比较
    • 产品范围广度
    • 科技
    • 创新
  • 地理位置比较
    • 全球足迹分析
    • 服务网路覆盖
    • 各区域市场渗透率
  • 竞争定位矩阵
    • 领导者
    • 挑战者
    • 追踪者
    • 利基市场参与者
  • 战略展望矩阵
• 2021-2024 年关键发展
  • 併购
  • 伙伴关係和合作
  • 技术进步
  • 扩张和投资策略
  • 数位转型倡议
• 新兴/新创企业竞争对手格局

第五章：市场估计与预测：按飞机类型，2021 - 2034 年

• 主要趋势
• 窄体货机
• 宽体货机
• 支线飞机

第六章：市场估计与预测：按货机类型，2021 - 2034 年

• 主要趋势
• OEM配置
• 客机改货机（P2F）

第七章：市场估计与预测：按有效载荷，2021 - 2034 年

• 主要趋势
• 轻型货机（<20吨）
• 中型货机（20-60吨）
• 重型货机（>60吨）

第八章：市场估计与预测：依最终用途，2021 - 2034 年

• 主要趋势
• 商业的
  • 综合快递承运商
  • 定期货运航空公司
  • 包机和 ACMI 运营商
  • 组合式运输车
• 军队

第九章：市场估计与预测：按地区，2021 - 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 义大利
  • 西班牙
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十章：公司简介

• 全球关键参与者
  • Airbus
  • Boeing
  • Lockheed Martin Corporation
  • Embraer
  • ATR Aircraft
• 区域关键参与者
  • 北美洲
    • Aeronautical Engineers Inc.
    • De Havilland Canada
    • GE Capital Aviation Services
    • Pemco
    • Precision Aircraft Solutions
    • Textron Aviation Inc.
  • 欧洲
    • Elbe Flugzeugwerke GmbH
    • Leonardo SpA
  • 亚太地区
    • Commercial Aircraft Corporation of China
    • HAECO Group
    • Israel Aerospace Industries
    • ST Engineering
• 利基市场参与者/颠覆者
  • Ilyushin Aviation Complex
  • Tupolev

The Global Freighter Aircraft Market was valued at USD 6.2 billion in 2024 and is estimated to grow at a CAGR of 4.5% to reach USD 9.5 billion by 2034. Several key factors are fueling this growth, including the rise of global e-commerce, increased demand for pharmaceutical and perishable goods transport, international trade growth, and the need to upgrade aging fleets. As cross-border trade accelerates, the global supply chain increasingly relies on efficient and dependable air freight networks to ensure delivery speed and reliability. At the same time, environmental regulations and cost-efficiency goals are pushing operators to replace outdated aircraft with newer, more fuel-efficient models. The growing volume of online purchases is further intensifying the need for dedicated freighter capacity to meet rapid delivery timelines. This, combined with the evolution of cargo distribution channels, continues to influence long-term growth in both advanced and developing economies.

The demand for cargo aircraft is shifting rapidly due to cost pressures, operational agility, and e-commerce requirements. Conversions of passenger aircraft into freighters are playing a vital role in meeting these evolving needs.

The passenger-to-freighter (P2F) conversion segment led the market in 2024 with a 56.6% share. This dominance is driven by cost-effective acquisition options, readily available retired passenger planes, and significantly reduced lead times. Airlines and lessors are increasingly opting for conversions to maximize the utility of existing assets while keeping pace with the rising cargo demand across regional and global routes. Expanding P2F capabilities and securing aging aircraft for timely modification will be crucial to address emerging growth markets and maintain competitiveness.

In 2024, the commercial category represented an 88.1% share. Industry leaders pointed out that increased trade volumes, growing digital commerce, and airline-led conversions are reinforcing the commercial segment's dominance. Airlines are actively working to enhance operational efficiency using existing fleets and accelerating investment in dedicated cargo aircraft to keep up with surging demand. In response to rapid shifts in global supply chains, the commercial cargo sector is streamlining logistics to support high-speed, time-critical deliveries. Upgrading fleets and integrating intelligent cargo solutions is expected to be critical for optimizing freight movement.

U.S. Freighter Aircraft Market was valued at USD 2.24 billion in 2024. Driven by fast-growing e-commerce infrastructure, strong industrial output, and the need for streamlined logistics, the US continues to play a central role in global air cargo. The consistent rise in air freight demand supports inventory reduction, efficient manufacturing schedules, and rapid delivery expectations across the country. Companies are accelerating their investment in modern fuel-efficient aircraft while building strategic alliances with logistics and tech-forward commerce platforms to maintain market advantage and expand operational reach.

Key players shaping the Global Freighter Aircraft Market include Leonardo S.p.A., Israel Aerospace Industries, Boeing, Elbe Flugzeugwerke GmbH, Airbus, Lockheed Martin Corporation, Commercial Aircraft Corporation of China, HAECO Group, and ST Engineering. To secure their position in the competitive freighter aircraft market, leading companies are focusing on three strategic pillars. First, they are ramping up passenger-to-freighter (P2F) conversion programs to meet time-sensitive cargo demand efficiently and cost-effectively. Partnerships with OEMs and MRO providers are enabling faster turnaround times and ensuring reliable capacity expansion. Secondly, firms are investing in next-generation, fuel-efficient freighter aircraft to meet regulatory and environmental targets. Finally, strengthening ties with e-commerce and logistics companies helps to align aircraft development with evolving delivery needs.

Table of Contents

Chapter 1 Methodology

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034
• 2.2 Key market trends
  • 2.2.1 Aircraft type trends
  • 2.2.2 Freighter type trends
  • 2.2.3 Payload trends
  • 2.2.4 End use trends
  • 2.2.5 Regional trends
• 2.3 TAM Analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 Critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin analysis
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Expansion of international trade and globalization
    • 3.2.1.2 Fleet modernization and replacement of aging freighter aircraft
    • 3.2.1.3 Growth in global e-commerce and express parcel deliveries
    • 3.2.1.4 Increasing demand for air cargo transport due to just-in-time manufacturing
    • 3.2.1.5 Rising demand for pharmaceutical and perishable goods transportation
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High operating and maintenance costs of freighter aircraft
    • 3.2.2.2 Stringent environmental regulations and noise restrictions
  • 3.2.3 Market opportunities
    • 3.2.3.1 Development of fuel-efficient and environmentally friendly freighter aircraft
    • 3.2.3.2 Expansion of converted freighter aircraft programs from passenger jets
    • 3.2.3.3 Growth in emerging markets with increasing air cargo infrastructure
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter’s analysis
• 3.6 PESTEL analysis
• 3.7 Technology and Innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Price trends
  • 3.8.1 By region
  • 3.8.2 By product
• 3.9 Pricing strategies
• 3.10 Emerging business models
• 3.11 Compliance requirements
• 3.12 Defense budget analysis
• 3.13 Global defense spending trends
• 3.14 Regional defense budget allocation
  • 3.14.1 North America
  • 3.14.2 Europe
  • 3.14.3 Asia Pacific
  • 3.14.4 Middle East and Africa
  • 3.14.5 Latin America
• 3.15 Key defense modernization programs
• 3.16 Budget forecast (2025-2034)
  • 3.16.1 Impact on industry growth
  • 3.16.2 Defense budgets by country
• 3.17 Supply chain resilience
• 3.18 Geopolitical analysis
• 3.19 Workforce analysis
• 3.20 Digital transformation
• 3.21 Mergers, acquisitions, and strategic partnerships landscape
• 3.22 Risk assessment and management
• 3.23 Major contract awards (2021-2024)

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 Latin America
    • 4.2.1.5 Middle East & Africa
• 4.3 Competitive benchmarking of key players
  • 4.3.1 Financial performance comparison
    • 4.3.1.1 Revenue
    • 4.3.1.2 Profit margin
    • 4.3.1.3 R&D
  • 4.3.2 Product portfolio comparison
    • 4.3.2.1 Product range breadth
    • 4.3.2.2 Technology
    • 4.3.2.3 Innovation
  • 4.3.3 Geographic presence comparison
    • 4.3.3.1 Global footprint analysis
    • 4.3.3.2 Service network coverage
    • 4.3.3.3 Market penetration by region
  • 4.3.4 Competitive positioning matrix
    • 4.3.4.1 Leaders
    • 4.3.4.2 Challengers
    • 4.3.4.3 Followers
    • 4.3.4.4 Niche players
  • 4.3.5 Strategic outlook matrix
• 4.4 Key developments, 2021-2024
  • 4.4.1 Mergers and acquisitions
  • 4.4.2 Partnerships and collaborations
  • 4.4.3 Technological advancements
  • 4.4.4 Expansion and investment strategies
  • 4.4.5 Digital transformation initiatives
• 4.5 Emerging/ startup competitors landscape

Chapter 5 Market Estimates and Forecast, By Aircraft Type, 2021 - 2034 (USD Million & Units)

• 5.1 Key trends
• 5.2 Narrow-body freighters
• 5.3 Wide-body freighters
• 5.4 Regional aircraft

Chapter 6 Market Estimates and Forecast, By Freighter Type, 2021 - 2034 (USD Million & Units)

• 6.1 Key trends
• 6.2 OEM configured
• 6.3 Passenger-to-Freighter conversions (P2F)

Chapter 7 Market Estimates and Forecast, By Payload, 2021 - 2034 (USD Million & Units)

• 7.1 Key trends
• 7.2 Light freighters (<20 tons)
• 7.3 Medium freighters (20-60 tons)
• 7.4 Heavy freighters (>60 tons)

Chapter 8 Market Estimates and Forecast, By End Use, 2021 - 2034 (USD Million & Units)

• 8.1 Key trends
• 8.2 Commercial
  • 8.2.1 Integrated express carriers
  • 8.2.2 Scheduled cargo airlines
  • 8.2.3 Charter & ACMI operators
  • 8.2.4 Combination carriers
• 8.3 Military

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Million & Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Global Key Players
  • 10.1.1 Airbus
  • 10.1.2 Boeing
  • 10.1.3 Lockheed Martin Corporation
  • 10.1.4 Embraer
  • 10.1.5 ATR Aircraft
• 10.2 Regional Key Players
  • 10.2.1 North America
    • 10.2.1.1 Aeronautical Engineers Inc.
    • 10.2.1.2 De Havilland Canada
    • 10.2.1.3 GE Capital Aviation Services
    • 10.2.1.4 Pemco
    • 10.2.1.5 Precision Aircraft Solutions
    • 10.2.1.6 Textron Aviation Inc.
  • 10.2.2 Europe
    • 10.2.2.1 Elbe Flugzeugwerke GmbH
    • 10.2.2.2 Leonardo S.p.A.
  • 10.2.3 Asia Pacific
    • 10.2.3.1 Commercial Aircraft Corporation of China
    • 10.2.3.2 HAECO Group
    • 10.2.3.3 Israel Aerospace Industries
    • 10.2.3.4 ST Engineering
• 10.3 Niche Players / Disruptors
  • 10.3.1 Ilyushin Aviation Complex
  • 10.3.2 Tupolev