查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1197417

轻型商用车 (LCV) 市场 - 增长、趋势、COVID-19 的影响和预测 (2023-2028)

Light Commercial Vehicle (LCV) Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

轻型商用车市场目前价值 5425.3 亿美元，预计未来五年的复合年增长率将达到 7.02% 左右。

COVID-19 大流行以及相关的封锁和货物流动限制对市场产生了负面影响。 例如，根据国际劳工组织 (ILO) 的数据，在 COVID-19 疫情期间，公路货运行业收入下降了 40%。 此外，汽车产量下降和劳动力短缺对市场产生了重大影响。 然而，汽车行业的轻型商用车销量在 2020 年下半年出现增长，并一直持续到 2021 年。 大流行后，製造商正在实施应急计划以减轻未来业务的不确定性，以保持与汽车行业关键领域客户的连续性。

从长远来看，新的和先进的商用车这大大增加了对汽车的需求。 随着物流和电子商务行业的快速发展，对轻型商用车的需求也可能会增加。 此外，快速城市化催生了需要高效物流的新零售和电子商务平台，从而推动了轻型商用车 (LCV) 市场的增长。

随着各大公司加速采用电动汽车，向电动汽车的转变进一步推动了对轻型商用车的需求。 领先製造商还与其他领先企业合作，提供多种产品，在预测期内为大多数现有内燃机轻型商用车提供电气化服务。

领导者正在推出新的电动轻型商用车并投资于产能扩张，以满足对轻型商用车不断增长的需求。 例如

主要亮点

  • 2022 年 9 月，戴姆勒卡车 SE 的日本子公司 FUSO 推出了下一代电动轻型商用车 eCanter。 最新一代 eCanter 计划于 2023 年春季在日本开始销售。
  • 2021 年 12 月，电动皮卡和 SUV 製造商 Rivian Automotive 宣布投资 50 亿美元，在美国佐治亚州的摩根县和沃尔顿县建立第二家製造工厂。 该工厂预计在 2024 年投产时将拥有 40 万辆的年产能和 7,500 名员工。

同样推动轻型商用车市场增长的还有来自电子商务公司的大量订单，这些公司正在大力投资扩大其车队。 例如

主要亮点

  • 2022 年 10 月，亚马逊宣布将在未来五年内投资 10 亿欧元（10.4 亿美元）在欧洲采购电动卡车和送货车。
  • 2022 年 1 月，亚马逊从 Stelantis NV 订购了数千辆 Ram Promaster 电动汽车。 Ram ProMaster 纯电动汽车将于 2023 年上市销售，预计亚马逊将成为该车的首位机构客户。

由于轻型商用车 OEM 的强大存在以及皮卡车在美国和加拿大汽车市场的主导地位，预计北美将成为世界上最大的轻型商用车市场。

东盟的皮卡车，印度、中国和韩国的小型卡车，欧洲用于城市内货运的货车，许多小型商用车原始设备製造商、电子商务和物流公司的存在亚太和欧洲由于需求上升，预计将成为下一个大市场。

因此，上述所有因素的共同作用预计将推动全球轻型商用车市场的增长。

轻型商用车 (LCV) 市场趋势

轻型商用车电动化带来增长机遇

物流和供应链行业等行业的巨大增长导致许多新兴市场大量采用电动汽车。 2021年，美国电商行业的GMV将达到8700亿美元，较2020年同比增长14.2%。 该行业的几家公司正专注于电动汽车所有权，这可能会在预测期内推动市场。

此外，世界各地采用严格的排放法规和电动汽车目标正在推动许多公司对其车辆进行电气化，这对市场的增长也起着重要作用。 例如，2022年10月，欧盟通过了一项决议，从2035年开始禁止销售新的内燃机汽车。 因此，几乎所有的欧洲物流、邮政和电子商务公司都通过从电动汽车原始设备製造商那里大规模采购电动汽车来实现车队电气化。

领先的物流、邮政和电子商务公司已宣布计划用电动汽车替换所有现有车队。 这些公司为市场上的主要参与者下订单和采购车辆。 例如：

  • 2022 年 8 月，英国皇家邮政在部署其第 3,000 辆电动货车用于最后一英里交付后，又订购了 2,000 辆电动货车。 该订单由 Stellantis NV 的 Peugeot Partner 和 Peugeot Expert 电动版车型平分。
  • 2022 年 7 月，沃尔玛向电动货车製造商 Canoe 订购了 4,500 辆电动货车，作为其最后一英里货车电气化计划的一部分。
  • 2022 年 2 月，挪威邮政订购了 29 辆沃尔沃 FE 和沃尔沃 FL 电动卡车。

经证实，车队中增加轻型电动商用车 (LECV) 后，独立的配送和包裹网络的配送成本降低了 3%。 拥有大型车队的公司和组织更愿意购买电动汽车而不是租赁它们。

政府法规、对电动汽车的财政激励以及支持电动汽车的基础设施的快速建设将推动预测期内研究的市场。

美国和中国可能引领轻型商用车市场

中国的电子商务行业持续发展，带动了中国的轻型商用车行业。 例如，阿里巴巴集团、腾讯和京东等本土科技公司主导着中国蓬勃发展的电子商务生态系统。 在中国，去年零售电商收入估计约为13684.57亿美元，同比增长8.5%，预计2020年将达到约12640.2亿美元。 这一因素有望推动轻型商用车市场的增长。

市场正在强劲增长，并被欧式紧凑型货车和商用车所吸引。 由于城市化进程的推进和电子商务的蓬勃发展，市中心的人货两用都需要优化物流和新的交通规划。 预计 2022 年至 2030 年间，城市地区的最后一英里交付量将增长 125%。 轻型商用车主要用于短距离运输货物。 随着物流和电子商务行业的蓬勃发展，对 LCV 的需求可能会增加。 快速的城市化催生了需要高效物流的新零售和电子商务平台，从而推动了轻型商用车 (LCV) 市场的增长。

美国政府归类为轻型车辆的车辆包括运动型多用途车、货车、皮卡车和多用途车。 美国公布2021年12月轻型车销量为1,221,647辆，其中皮卡销量增长影响较大。

皮卡车代表了大多数美国人喜欢的一种冒险生活方式，皮卡车在 DIY 运输部门、电工、水管工、木匠、农民和小型企业中短距离运输货物的多功能性。许多个体经营者，例如作为製造商，购买皮卡主要是出于专业需求，在美国多用途车购买者心目中营造出比其他类型车辆更阳刚的皮卡和 SUV 形象，使其成为美国最畅销的轻型商用车类型状态。

Rivian R1T、福特 F150 Lightning 和雪佛兰索罗德 EV 等电动皮卡的推出预计将在未来五年内进一步推动皮卡在美国的销量。

因此，由于上述因素，预计美国和中国在预测期内仍将是全球最大的轻型商用车市场。

轻型商用车 (LCV) 市场的竞争对手分析

轻型商用车高度集成，在印度、中国、日本和韩国等市场由一些本地和全球参与者主导。 主要参与者包括通用汽车公司、丰田汽车公司、福特汽车公司、Stellantis NV 和戴姆勒卡车公司。

LCV 製造商正在开发新产品和新技术、扩大产能、创建新的合资企业和併购，以提高竞争力并保持其在市场中的地位。 例如：

  • 2022 年 10 月，通用汽车公司旗下品牌 GMC 推出了其首款电动皮卡 GMC Sierra EV，单次充满电可行驶 640 公里，牵引能力为 4309 千克。
  • 2022 年 9 月，Stellantis NV 子公司 CNH Industrial 的商用车品牌依维柯推出了电动麵包车“eDaily”。 最大总车重7.2吨，载重量4.6吨，牵引力3.5吨。
  • 2022 年 9 月，Mercedes-Benz AG 和 Rivian Automotive 签署了战略合作伙伴关係，共同致力于在欧洲生产电动货车。 该合作伙伴关係的目的是在中欧和东欧现有的梅赛德斯-奔驰工厂建立一个全新的纯电动生产设施。
  • 2022 年 5 月，Stellantis NV 和丰田汽车公司签署了一项协议，由 Stellantis 在意大利和波兰的 Stellantis 工厂为丰田生产大型商用货车。 丰田将从 2024 年起在欧洲以自有品牌销售这款货车。
  • 2022 年 3 月，Daimler AG 推出了配备新型柴油发动机和全轮驱动系统的 2023 Sprinter Van。 新发动机的功率为 208bhp，预计将于 2023 年初在美国上市。

其他福利。

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 调查先决条件
  • 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

  • 市场驱动力
  • 市场製约因素
  • 波特的五力分析
    • 新进入者的威胁
    • 买方/消费者议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 车辆类型
    • 客车
    • 货车
    • 皮卡车
    • 其他车辆类型
  • 按吨位
    • 小于 2.5 吨
    • 2.5吨以上3.5吨以下
    • 3.5 吨或更多
  • 按燃料
    • 汽油
    • 柴油机
    • 替代燃料
    • 电动汽车
  • 按地区
    • 北美
      • 美国
      • 加拿大
      • 其他北美地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 其他欧洲地区
    • 亚太地区
      • 印度
      • 中国
      • 日本
      • 韩国
      • 其他亚太地区
    • 世界其他地区
      • 巴西
      • 阿根廷
      • 阿拉伯联合酋长国
      • 墨西哥
      • 其他国家

第6章竞争格局

  • 供应商市场份额
  • 公司简介
    • Daimler AG
    • Renault SA
    • Volkswagen AG
    • Volvo AB
    • Ford Motor Company
    • Ashok Leyland Ltd
    • Tata Motors Ltd
    • Mahindra & Mahindra Ltd
    • VE Commercial Vehicles Limited
    • SML Isuzu Limited
    • Stellantis NV
    • General Motors
    • Toyota Motor Corporation

第7章 市场机会与今后动向

简介目录
Product Code: 70398

The light commercial vehicle market is currently valued at USD 542.53 billion, and it is expected to register a CAGR of about 7.02% over the next five years.

The outbreak of the COVID-19 pandemic and the associated lockdown and restricted movement of goods impacted the market adversely. For instance, according to the data from the International Labor Organisation (ILO), during the COVID-19 pandemic, the revenues of the road freight industry declined by 40%. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. However, the automotive industry witnessed a growth in light commercial vehicle sales in the second half of 2020, and it continued during 2021 as well. Post-pandemic, the manufacturers are implementing contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry.

Over the long term, 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. The demand for LCVs 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.

The transition toward electric mobility further increases the demand for light commercial vehicles, owing to the faster adoption of electric vehicles by major companies. Large-scale manufacturers are also offering several products, in partnerships with other major companies, to transform the existing majority of engine-powered light commercial vehicles to electric over the forecast period.

Key players are launching new electric light commercial vehicles and investing in capacity expansion to address the growing demand for electric light commercial vehicles. For instance

Key Highlights

  • In September 2022, FUSO, the Japanese subsidiary of Daimler Truck SE, launched the next generation of electric eCanter light commercial vehicles. The sales of this latest generation of eCanter vehicles are scheduled to begin in Japan in the spring of 2023.
  • In December 2021, Rivian Automotive, a manufacturer of electric pickup trucks and SUVs, announced investing USD 5 billion to set up its second manufacturing facility at Morgan and Walton counties in Georgia, United States. The plant will have an annual production of 400,000 vehicles and will employ 7,500 people when the plant begins operations in 2024.

The growth in the market for light commercial vehicles is also being driven by the large orders from e-commerce companies that are investing majorly in fleet expansion. For instance,

Key Highlights

  • In October 2022, Amazon announced it to spend EUR 1 billion (USD 1.04 billion) to procure electric trucks and delivery vans over the next five years in Europe.
  • In January 2022, Amazon placed an order for thousands of units of Ram ProMaster Battery Electric Vehicles from Stellantis NV. Ram ProMaster Battery Electric Vehicle will be launched in 2023, and Amazon will be the first institutional customer for the vehicle.

North America is anticipated to be the largest market for light commercial vehicles in the world due to the large presence of light commercial vehicle OEMs and the dominance of pickup trucks in the automotive markets of the United States and Canada.

Asia-Pacific and Europe are forecasted to be the next biggest markets because of the dominance of pickup trucks in ASEAN, small trucks in India, China, and South Korea, and delivery vans in Europe for intracity freight transportation, the presence of many light commercial vehicle OEMs, and rising demand from the e-commerce and logistics companies.

Thus, the confluence of all the above factors is predicted to propel growth in the light commercial vehicle market worldwide.

Light Commercial Vehicle (LCV) Market Trends

Electrification of Light Commercial Vehicles Likely to Bring Growth Opportunities

Due to the tremendous growth among sectors like logistics and supply chain industries, the adoption of electric vehicles is quite evident in many emerging markets. In 2021, the e-commerce sector grew to a Gross Merchant Value (GMV) of USD 870 billion in the United States, registering a YoY growth of 14.2% from 2020. Several companies operating in the sector are focused on having an electric vehicle fleet, which is likely to drive the market during the forecast period.

In addition, the adoption of stringent emission norms and electric vehicle targets in countries worldwide are pushing many companies to electrify their fleet, which is also playing a crucial role in the market's growth. For instance, in October 2022, the EU passed the resolution to ban the sales of new IC engine vehicles from 2035. Thus, almost all the logistics, postal, and e-commerce companies in Europe are electrifying their fleets by procuring electric vehicles on a large scale from the electric vehicle OEMs.

Big logistics, postal, and e-commerce companies have already announced to turn their entire fleets to electric. The companies have been placing orders with key players in the market to source the vehicles. For instance,

  • In August 2022, Royal Mail of the United Kingdom ordered another 2,000 units of electric vans after deploying its 3,000th electric van for last-mile deliveries. The order is evenly split for electric versions of the Peugeot Partner and Peugeot Expert models from Stellantis NV.
  • In July 2022, Walmart ordered 4,500 electric delivery vans from Canoo, an electric van manufacturer, as a part of its plans to electrify its last-mile delivery fleet.
  • In February 2022, Norwegian Post placed an order for 29 units of Volvo FE and Volvo FL electric trucks.

It has been identified that adding light electric commercial vehicles (LECV) to the vehicle fleet led to a distribution cost saving of 3% in the separate mail and parcel network. Companies and organizations with large fleets prefer to buy electric vehicles instead of leasing them.

The government regulations, financial incentives toward electric vehicles, and the quick establishment of infrastructure supporting EVs would boost the market studied during the forecast period.

United States and China are likely to Lead the LCV Market

The Chinese e-commerce industry is continuously growing, which is driving the LCV industry in the country. For instance, Local technology companies such as Alibaba Group, Tencent, and JD.com are dominating a rapidly growing e-commerce ecosystem in the country. In China, revenue from retail e-commerce was estimated at roughly USD 1,368.457 billion last year, with a YoY growth of 8.5%, while in 2020, it was around USD 1,260.402 billion. This factor is expected to drive the LCV market's growth.

The market is growing strongly and gravitating toward European-style compact vans and commercial vehicles. Increased urbanization and the boom in e-commerce call for optimized logistics and new transport plans in city centers, both for people and goods. Final-mile deliveries in urban areas are expected to increase by 125% between 2022 and 2030. Light commercial vehicles are largely used for carrying goods for shorter distances. The demand for LCVs is likely to increase as the logistics and e-commerce industries are growing rapidly. Rapid urbanization has created new retail and e-commerce platforms that require efficient logistics, leading to the growth of the light commercial vehicles (LCV) market.

The vehicles classified by the US government under light vehicles include Sports Utility Vehicles, Vans, Pick-up Trucks, and Multi-purpose Vehicles. In December 2021, the light vehicle sales in the United States were reported to be 1,221,647 units, driven largely by the growth in the sales of pickup trucks.

Pickup trucks are the most sold type of light commercial vehicles in the United States due to the adventure lifestyle enjoyed by most Americans, the versatility of pickup trucks in hauling goods over short distances in the DIY hauling segment, the large number of self-employed professionals like electricians, plumbers, carpenters, farmers, and small contractors who buy pickup trucks mainly for their professional requirements and the masculine image the pickup trucks and SUVs portray over another type of vehicles in the minds of the average American vehicle buyers.

The introduction of electric pickup trucks like Rivian R1T, Ford F150 Lightning, and Chevrolet Silverado EV are further expected to drive the sales of pickup trucks over the next five years in the United States.

Thus, the United States and China are anticipated to remain the largest markets for light commercial vehicles in the world over the forecast period due to the aforementioned factors.

Light Commercial Vehicle (LCV) Market Competitor Analysis

The light commercial vehicle is highly consolidated and dominated by global players, with some local players in markets like India, China, Japan, and South Korea. Some of the major players include General Motors Company, Toyota Motor Corporation, Ford Motor Company, Stellantis NV, and Daimler Truck SE.

LCV manufacturers are developing new products and technologies, expanding their production capacities, and engaging in new joint ventures and mergers and acquisitions to increase their competitiveness and stay relevant in the market. For instance,

  • In October 2022, GMC, a brand of General Motors Company, launched its first electric pickup truck GMC Sierra EV, which has 640km of range on a single full charge and a towing capacity of 4,309kg.
  • In September 2022, Iveco, the commercial vehicle brand of CNH Industrial, a subsidiary of Stellantis NV, launched the eDaily electric van. The van will be available at up to 7.2 tonnes GVW enabling a 4.6-tonne payload and 3.5-tonne towing capability.
  • In September 2022, Mercedes Benz AG and Rivian Automotive signed a strategic partnership to cooperate on the production of electric vans in Europe. The purpose of the partnership is to build an all-new electric-only production facility leveraging an existing Mercedes Benz site in Central/Eastern Europe.
  • In May 2022, Stellantis NV and Toyota Motor Corp. signed an agreement that will see Stellantis manufacturing large commercial vans for Toyota at Stellantis' plants in Italy and Poland. Toyota will sell these vans under its own brand in Europe starting in 2024.
  • In March 2022, Daimler AG debuted its 2023 Sprinter Van with a new diesel engine and an AWD system. The new engine produces 208 hp, and it is expected to go on sale in the United States by early 2023.

Additional Benefits:

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

TABLE OF CONTENTS

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
  • 4.2 Market Restraints
  • 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

  • 5.1 By Vehicle Type
    • 5.1.1 Passenger Van
    • 5.1.2 Cargo Van
    • 5.1.3 Pickup Truck
    • 5.1.4 Other Types of Vehicle
  • 5.2 By Tonnage Capacity Type
    • 5.2.1 Less Than 2.5 Tons
    • 5.2.2 2.5 To 3.5 Tons
    • 5.2.3 More Than 3.5 Tons
  • 5.3 By Fuel Type
    • 5.3.1 Gasoline
    • 5.3.2 Diesel
    • 5.3.3 Alternative Fuels
    • 5.3.4 Electric
  • 5.4 Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 India
      • 5.4.3.2 China
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 United Arab Emirates
      • 5.4.4.4 Mexico
      • 5.4.4.5 Other Countries

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Daimler AG
    • 6.2.2 Renault SA
    • 6.2.3 Volkswagen AG
    • 6.2.4 Volvo AB
    • 6.2.5 Ford Motor Company
    • 6.2.6 Ashok Leyland Ltd
    • 6.2.7 Tata Motors Ltd
    • 6.2.8 Mahindra & Mahindra Ltd
    • 6.2.9 VE Commercial Vehicles Limited
    • 6.2.10 SML Isuzu Limited
    • 6.2.11 Stellantis NV
    • 6.2.12 General Motors
    • 6.2.13 Toyota Motor Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS