校车市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

校车市场预计将在 2021 年达到 39.5 亿美元，未来五年的收入复合年增长率约为 6.59%。

该报告提供市场动态、最新趋势、规模、份额、行业概况等。

COVID-19 大流行期间的製造停工、停工和贸易限制对校车行业产生了负面影响。 在大流行期间，世界各地的学校都关闭了，所有学校都遵循在家上学的模式。 因此，孩子们可以在家学习，不再需要交通工具去学校，不再需要新的校车。 这对校车市场产生了重大影响，该市场在 2020 年出现了两位数的下滑。 此外，汽车生产的低迷和劳动力短缺对市场产生了重大影响。 在 COVID-19 病例较少的国家，随着汽车销量稳步上升和汽车製造商恢復运营，预计未来几年市场将復苏。 此外，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，行业巨头加大研发投入、电动校车销量增加、儿童入学率增加，将导致校车销量大幅增长，带动汽车和交通运输业，创造需求。

市场上的主要参与者正在扩大其生产能力，以满足对电动液压助力转向系统不断增长的需求。

主要亮点

• 2022 年 5 月，Thomas Built Buses 是北美最大的校车製造商之一，也是 Daimler Trucks North America 的子公司，其位于美国北卡罗来纳州海波因特的 Saf-T-Liner C2 工厂将开始额外轮班. 该公司已宣布计划在其生产基地创造 250 个新工作岗位。

北美有望成为全球最大的校车市场，因为它拥有完善的学校系统，校车最多用于通勤，校车製造商众多。 亚太地区预计将成为世界第二大校车市场，原因是世界上入学儿童人数最多、主要巴士原始设备製造商的存在以及印度 Sarva Shiksha Abhiyan 等免费学校教育计划。

校车市场趋势

扩大电动校车销售

政府鼓励采用电动汽车和销售电动汽车，油价上涨，污染程度上升，环保意识增强，运营成本低于内燃机车，欧洲、中国和印度等主要市场已宣布将禁止新的到 2035 年内燃机汽车的销售，电气化正在全球范围内加速。

世界上超过 95% 的校车使用化石燃料，尤其是柴油。 大量研究表明，吸入柴油机尾气会导致呼吸道疾病，这种疾病在小学通勤儿童中很普遍。 仅用电动公交车取代所有美国校车，每年平均可避免 530 万吨温室气体排放。

电动公交车实现零排放，每年的运营成本几乎是柴油公交车的一半。 在中国深圳，电动公交车的激励措施已扩大到校车，预计它们将变得更加普及。 美国的加利福尼亚州和纽约州以及加拿大的魁北克省也正在测试和引入电动公交车，预计这将推动市场增长。 美国加州在采用电动校车方面处于领先地位。 例如：

• 2022 年 11 月：美国加利福尼亚州宣布追加投资 18 亿美元用于该州的校车电动化。 迄今为止，该州已投资 12 亿美元用于校车电气化。

即使是在欧洲，欧盟委员会也宣布将从2035年开始在欧洲禁止销售内燃机汽车，因此校车的电动化进程也在不断推进。

• 2021 年 12 月，波兰的 Patecznica、Dziatoszyce、Krasnopol、Przedecz 和 Troszyn 五个公社在“袋鼠”计划下获得了国家环境与水资源管理基金的资助，并建造了一所 Solaris 供电的电力学校。我订购了一个公共汽车。 袋鼠：一条安全环保的学校路线计划获得了国家环境水资源管理基金的资助，用于购买一辆电动校车。

因此，校车的电气化有望推动校车市场的增长。

北美在发展校车市场方面发挥着重要作用

在北美主要国家/地区，学校交通组织严密，并且已经运作了几十年。 因此，需求在过去几年保持稳定，预计未来五年也将保持稳定。

北美校车市场是一个综合市场。 该地区的特点是存在也为其他国家提供服务的主要校车製造商。 Blue Bird Corporation、IC Bus 和 Thomas Built Buses Inc. 这三家公司预计将占据主要市场份额。 其他主要公司有Collins Bus Corporation、Micro Bird 和Lion Electric 公司。 此外，公司正在将新功能引入其产品以增加其市场份额。

加拿大的校车在设计和学校使用上与美国的校车相似。 加拿大公交车的营销方式也可能与美国不同。 例如，Bluebird All-American 在加拿大更名为 Bluebird TX3。 在加拿大，Microbird和Lion Electric是主要的校车製造商。

在墨西哥，除了黄色校车外，还有各种类型的公交车来接送学生。 根据载客量，也可使用货车和小巴。 墨西哥主要从美国进口二手旧校车，但也有进口新校车用于学校运营。 墨西哥的校车市场还处于起步阶段，在国内拥有生产工厂的厂商寥寥无几。

市场预计将主要由主要电动校车製造商在该地区推出的新产品所推动。 例如：

• 2022 年 1 月，比亚迪在美国推出电动校车“Type A”。 该校车一次可搭载 30 名学生，配备 ADA（美国残疾人法案）举升门，可举起 800 磅重物，一次充满电可行驶 140 公里。
• 2022 年 5 月，总部位于加拿大不列颠哥伦比亚省温哥华的 Green Power Motors, Inc. 将面向美国市场推出名为“nano BEAST（电池电动汽车学校交通工具）”的 A 型电池电动学校。宣布公共汽车。

此外，亚太和欧洲的校车市场对上学儿童安全、安心的交通需求增加，中国和印度等市场有能力为孩子使用校车。由于负担得起的父母的可支配收入增加，欧洲电动校车销量增加，儿童入学率增加以及主要巴士製造商在这些市场的存在，预计市场将快速增长。

校车市场竞争对手分析

校车市场整合鬆散。 这个市场的特点是存在主要的全球和本地校车製造商，这些製造商也向其他国家/地区供货。 该市场主要由美国、中国和印度的玩家主导。 这些公司还通过合资、併购、新产品发布和产品开发来扩大品牌组合併巩固市场地位。

主导全球市场的主要参与者包括 Thomas Built Buses、Yutong Bus Co.、Tata Motors Ltd、Ashok Leyland Ltd 和 IC Bus。 主要参与者正在获得大订单并推出新产品，以确保市场地位并保持领先地位。 例如：

• 2022 年 4 月，全电动中型和重型卡车的领先製造商 Lion Electric Co. 宣布，它已收到魁北克 LIONC 细分市场的 50 辆全电动校车订单。
• 2022 年 9 月，伦敦德怀特学校与全球智能公交运输公司 Zeelo 合作推出了电动校车服务。 该计划预计每年可将伦敦德怀特学校的碳足迹减少 33%。
• 2022 年 5 月，First Student 使用从 Lion Electric Company 采购的巴士将电动校车引入其网络。 First Student 的目标是最终在网络中拥有 250 辆电动校车。

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

第一章介绍

• 调查先决条件
• 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 市场驱动力
• 市场製约因素
• 产业吸引力 - 波特五力分析
  • 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（金额：十亿美元）

• 按动力总成类型
  • 电动汽车
  • 混合型
• 按容量设计类型
  • 类型A
  • B型
  • C型
  • D型
• 按地区列出
  • 北美
    • 美国
    • 加拿大
    • 墨西哥
    • 其他北美地区
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 俄罗斯
    • 西班牙
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 其他亚太地区
  • 世界其他地方
    • 南美洲
    • 中东

第六章竞争格局

• 供应商市场份额
• 公司简介
  • Thomas Built Buses Inc.
  • Collins Bus Corporation
  • IC Bus（Navistar International Corporation）
  • Blue Bird Corporation
  • Lion Electric Company
  • Yutong Buses Co. Ltd
  • Anhui Ankai Automobile
  • JCBL Limited
  • Tata Motors

第七章市场机会与未来趋势

The school bus market was valued at USD 3.95 billion in 2021, and it is expected to register at a CAGR of over 6.59% in terms of revenue in the next five years. The report also offers the market dynamics, latest trends, size, share, and industry overview.

Manufacturing shutdowns, lockdowns, and trade restrictions during the COVID-19 pandemic negatively affected the school bus industry. During the pandemic, schools were closed across the world, and the homeschooling model was followed by all the schools. This eliminated the need for new school buses since children studied from their homes and needed no transport to go to their schools. This impacted the school bus market massively, registering double-digit declines in 2020. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. As automotive manufacturers resumed operations due to steadily rising automobile sales in countries with a limited number of COVID-19 cases, the market is likely to recover in the next few years. Furthermore, 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 investments in R&D by major industry players, a rise in sales of electric school buses, and increasing enrolment of children in schools have been creating demand in the automotive and transportation industry with a surge in sales of school buses.

Key players in the market are expanding their production capacity to cater to the increased demand for electro-hydraulic power steering systems. For instance,

Key Highlights

• In May 2022, Thomas Built Buses, one of the largest school bus manufacturers in North America and a subsidiary of Daimler Truck North America, announced its plan to start an additional shift at its Saf-T-Liner C2 Plant in High Point, North Carolina, United States, adding new 250 jobs at the same manufacturing site.

North America is predicted to be the largest market in the world for school buses due to the the extensive and well-developed school system, where school buses are the most preferred mode of transport for going to school, and the presence of many school bus manufacturers.

Asia-Pacific is projected to be the second-largest market for school buses in the world because of the largest school-going children population in the world, the presence of large bus OEMs, and free school education schemes like Sarva Shiksha Abhiyan in India.

School Bus Market Trends

Growing Sales of Electric School Buses

Electromobility is gaining pace across the world due to the government incentives provided to the adoption of electromobility and sales of electric vehicles, rising oil prices, increasing pollution levels, growing environmental consciousness, lower operating costs than ICE mobility, and announcements by various major markets like Europe, China, and India to ban new sales of IC engine vehicles by 2035.

More than 95% of school buses worldwide run on fossil fuels, especially diesel. Numerous studies show that inhaling diesel exhaust causes respiratory diseases, which are seen widely in children, who are the main commuters. Replacing all the school buses only in the United States with electric buses would avoid an average of 5.3 million tons of greenhouse gas emissions each year.

Electric buses give out zero emissions, and their annual operating cost is almost half of a diesel bus. In Shenzhen, China, it is expected that the incentives for electric transit buses will also be extended to school buses, thus increasing their adoption. A few states in the United States, such as California and New York, and Quebec in Canada, are also testing and adopting electric buses, which is expected to drive the growth of the market. The state of California in the United States is at the forefront of the adoption of electric school buses. For instance,

• November 2022: The state of California, in the United States, announced the investment of another USD 1.8 billion in the electrification of school buses in the state. The state has spent USD 1.2 billion on the electrification of school buses so far.

Electrification of school buses in Europe is also rising due to the announcement of the European Commission to ban the sales of IC engine vehicles in Europe from 2035. For instance,

• December 2021: Five communes of Patecznica, Dziatoszyce, Krasnopol, Przedecz, and Troszyn in Poland ordered Solaris electric school buses since they received funds from National Fund for Environment and Water Management under the program "Kangaroo: A Safe and Environmentally Friendly Way to School" for purchasing electric school buses.

Thus electrification of school buses is anticipated to drive the growth of the school bus market.

North America to Play Key Role in the Development of the School Bus Market

In major North American countries, school transport is very organized and has been active for many decades. Hence, the demand has been stable for the past few years and is expected to be similar for the next five years.

The market for school buses in North America is a consolidated one. The region is characterized by the presence of major school bus manufacturers who also cater to other countries. Blue Bird Corporation, IC Bus, and Thomas Built Buses Inc. are the three major players who are expected to occupy a major share of the market. Other major companies are Collins Bus Corporation, Micro Bird, and Lion Electric company. Moreover, companies are introducing new features in their products to increase their market share.

Canadian school buses are more or less similar to their US counterparts both in terms of design and usage by school systems. Buses are sometimes marketed to customers in Canada differently than in the United States. For instance, the Blue Bird All-American was rebadged as the Blue Bird TX3 in Canada. Micro Bird and Lion Electric Company are the major school bus manufacturers in Canada.

In Mexico, along with the yellow school buses, various other types of buses are used for student transport. Depending on capacity needs, vans and minibusses are also used. Mexico mainly imports used, and old school buses from the United States, but some newer ones are also imported and used for school services. The school bus market is still in the nascent stage in Mexico, with very few manufacturers having a production plant in the country.

The market is expected to be driven mainly by the new launches in the region by major electric school bus manufacturers. For instance,

• In January 2022, BYD introduced its Type A electric school bus in the United States. The bus can seat 30 students at a time and can be equipped with an ADA (American Disability Act) liftgate capable of lifting up to 800 pounds and can travel 140 km on a single, full charge.
• In May 2022, Greenpower Motor Co., based in Vancouver, British Columbia, Canada, unveiled a new Type A battery electric school bus named Nano BEAST (Battery Electric Automotive School Transportation) for the US market.

The market for school buses in Asia-Pacific and Europe is also expected to grow rapidly due to the growing demand for safe and secure transportation for school-going children, rising disposable incomes of parents in markets like China and India who now can afford school bus services for their children, rising sales of electric school buses in Europe, increasing enrolment of children in schools, and the presence of large bus manufacturers in these markets.

School Bus Market Competitor Analysis

The school bus market is moderately consolidated. The market is characterized by the presence of major global and local school bus manufacturers who also cater to other countries. The market is mainly dominated by players based in the United States, China, and India. These players also engage in joint ventures, mergers and acquisitions, new product launches, and product development to expand their brand portfolios and cement their market positions.

Some of the major players dominating the global market are Thomas Built Buses, Yutong Bus Co., Tata Motors Ltd, Ashok Leyland Ltd, and IC Bus. Key players are engaging in securing large orders as well as launching new products to secure their market position and stay ahead of the market curve. For instance,

• In April 2022, Lion Electric Company, a leading all-electric medium and heavy truck manufacturer, announced that it had received an order for 50 all-electric school buses of the LIONC segment for the province of Quebec.
• In September 2022, Dwight School London introduced electric school bus services in partnership with the global smart bus transport company Zeelo. The initiative is expected to reduce the carbon emissions of Dwight School London by as high as 33% annually.
• In May 2022, First Student introduced electric school buses in its network with the buses procured from Lion Electric Company. First Student aims to induct 250 electric school buses into its network eventually.

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 Industry Attractiveness - 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 (VALUE IN USD BILLION)

• 5.1 By Power-train Type
  • 5.1.1 Electric
  • 5.1.2 Hybrid
• 5.2 By Capacity Design Type
  • 5.2.1 Type A
  • 5.2.2 Type B
  • 5.2.3 Type C
  • 5.2.4 Type D
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Mexico
    • 5.3.1.4 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 Russia
    • 5.3.2.5 Spain
    • 5.3.2.6 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

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 Thomas Built Buses Inc.
  • 6.2.2 Collins Bus Corporation
  • 6.2.3 IC Bus (Navistar International Corporation)
  • 6.2.4 Blue Bird Corporation
  • 6.2.5 Lion Electric Company
  • 6.2.6 Yutong Buses Co. Ltd
  • 6.2.7 Anhui Ankai Automobile
  • 6.2.8 JCBL Limited
  • 6.2.9 Tata Motors

7 MARKET OPPORTUNITIES AND FUTURE TRENDS