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市场调查报告书
商品编码
1441547

商用车 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029 年）

Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 485 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年商用车市场规模为2,474.8亿美元，预估至2029年将达4,106.7亿美元，预测期（2024-2029年）CAGR为10.66%。

商用车 - 市场

主要亮点

  • COVID-19 对商用车市场的影响是不可避免的，因为它几乎影响了所有其他行业。受疫情影响，多个汽车製造业停工，导致商用车产量下降。然而，商用车从影响中迅速恢復，预计在预测期内将出现显着增长，这主要归功于预测期内政府的支持和商用车采用量的增长。
  • 从中期来看，汽车排放法规的加强、车辆安全的进步、车辆驾驶辅助系统的引入以及零售和电子商务领域物流的快速增长等因素极大地推动了对新型和先进技术的需求。市场上的商用车。
  • 随着物流和电子商务行业的快速发展，轻型商用车的需求可能会增加。此外，快速的城市化催生了新的零售和电子商务平台，需要高效率的物流，从而带动轻型商用车（LCV）市场的成长。
  • 「对节能、高性能、低排放车辆的需求增加，加上对车辆排放的法律法规日益严格，以及电池成本下降和燃油价格上涨，都促进了商用车需求的成长。
  • 由于电池技术的发展以及为产品提供最新功能、先进驾驶辅助系统 (ADAS)、人工智慧 (AI)、互联网等尖端技术的广泛使用，市场不断增长物联网 (IoT) 等。主要公司投资增强原始设备製造商 (OEM) 竞争并协助市场成长。许多国家都在尝试采用电动车，但随着新车进入市场，充电基础设施仍然是一个重大问题。

商用车市场趋势

公共交通越来越多地采用电动商用车

  • 燃料构成任何车辆营运成本的主要部分。随着燃料成本的不断增加，使用电动公车作为大众运输不仅可以降低燃料成本，还可以降低其他前期成本和总拥有成本。到2030年，电动公车的价格预计将降至柴油公车的价格。与柴油引擎公车相比，电动公车可减少 81-83% 的维护和营运成本。
  • 人们对空气污染、气候变迁以及最重要的是多年来不断上涨的柴油价格的普遍认识的提高，是激励大多数州和城市交通当局在其区域发展计划中越来越多地采用清洁公共交通解决方案的部分原因。与汽油或柴油巴士相比，电动巴士为旅客提供更多舒适度。与传统柴油公车不同，电动公车的 NVH 水平极低，可为乘客提供更高的舒适度。
  • 电动巴士市场有潜力填补公共运输系统中存在的空白。透过减少与营运和维护相关的费用，并减少与公共健康和环境相关的隐性成本，公共巴士的大规模电动化不仅可以让相关利益相关者获得巨大利益，还有助于在服务提供者之间实现回报平衡以及服务使用者的长期利益。
  • 随着政府大力推动电动车转型，鼓励公共运输当局和电动巴士供应商在适当的监管框架和市场机制的支持下推动市场成长。
  • 此外，在所有基于长度的类别中，电动公车的前期成本都高于柴油公车。然而，柴油公车和电动公车的总拥有成本 (TCO) 的比较表明，电动公车更具经济意义。一些私人和公共巴士业者已开始在世界各地的公共交通中采用电动巴士，这推动了对电动巴士的需求。
  • 儘管美国国内的电动公车数量较少，但在过去几年中，购买电动公车车队的城市和大学有所增加。由于加州是采用方面最活跃的州，它采用了许多其他州都可以效仿的新规则——创新清洁交通规则（ICTR）。从2023年起，购买的新公车中25%必须是零排放。 2029年，100%的订单来自加州运输机构。加州的目标是到 2040 年将其 12,000 辆城市公车转变为 100% 电动公车。
  • 由于全国各地货运、物流和建筑活动的增加，对电动车的需求增加。其他因素，如严格的排放法规、电气化、替代燃料、司机短缺、自动驾驶汽车和最后一英里交付等，预计将在预测期内推动电动卡车的成长。
  • 几家商用车製造商正在印度推出新型电动商用车，而印度市场在预测期内可能会大幅成长。例如，2022年10月，印度领先的电动公车製造商PMI Electro Mobility宣布推出一系列小型电动商用车，以满足电子商务产业对最后一哩送货车辆日益增长的需求。
  • 考虑到汽车製造商和政府的这些强劲发展和持续倡议，预计印度对电动商用车的需求在预测期内将出现强劲成长。

亚太地区主导市场

  • 亚太地区正在经历快速城市化，预计这将成为该地区轻型、中型和重型商用车需求增加的因素。全国电子商务和物流业的快速扩张可能会增加预测期内对商用车的需求。
  • 全国各地的多家电子商务公司和商用车製造商正在合作运输货物，预计将在预测期内提振市场。
  • 例如，2022年5月，塔塔汽车有限公司推出了全新Ace EV，这是广受欢迎的ACE的电动版本。该公司与亚马逊、BigBasket、City Link、DOT、Flipkart、LetsTransport、MoEVing 和 Yelo EV 等电子商务公司和物流服务提供商合作。透过此次合作，该公司将向印度的电子商务和物流服务提供商交付 39,000 辆新型 ACE 电动车 (EV)。
  • 2021 年 2 月，电子商务巨头亚马逊宣布与 Mahindra Electric 合作，将电动车部署到其配送网路中。亚马逊的目标是到2025 年，车队规模达到10,000 辆电动车。同期，Flipkart 与Hero Electric 和Piaggio 合作，到2030 年实现100% 电动配送车队。这些合作伙伴关係旨在改善充电基础设施，并将更多电动车纳入其中印度的商用车产业。
  • 一些国家的政府正在投资新的建设和开发活动。中国的「一带一路」倡议可能有助于中国西部地区的基础设施发展，例如铁路、建筑和能源项目。这为全国范围内的建筑材料和设备流动创造了巨大的机会。日本的直线动车计画是一种磁浮子弹列车，拟在 67 分钟内行驶 285.6 公里，目前正在快速建设中，预计将于 2027 年开通。
  • 汽车经销商协会联合会（FADA）的资料显示，2021年3月，商用车销量下降42.2%，至67,372辆，而2020年3月为116,559辆。
  • 此外，该国的主要参与者正在国内市场推出新的卡车系列。例如，2021 年 3 月，塔塔汽车推出了轻型商用卡车 (I&LCV) Ultra Sleek T 系列。所有卡车均由面向未来的 BS-VI 4SPCR 引擎提供动力，功率为 100 匹马力，额定扭力为 300 牛顿米。
  • 越来越多的政府法规改善了电动车的采用，以及该地区原始设备製造商和供应商为满足中国汽车行业不断增长的需求而采取的强劲扩张，预计将为预测期内的市场成长创造积极的前景。例如，
  • 中国政府正在鼓励人们采用电动车。该国已经制定了逐步淘汰当前一代拖拉机和建筑设备所使用的柴油的计划。该国计划在2040年全面禁止柴油和汽油汽车。
  • 该地区的上述发展可能会增加预测期内对商用车的需求。

商用车行业概况

全球商用车市场由塔塔汽车有限公司、帕卡公司、丰田汽车公司、沃尔沃集团、斯堪尼亚公司等几家主要参与者主导。全球製造设施的不断扩张可能会在预测期内见证市场的大幅成长。

例如，2022 年 12 月，塔塔汽车宣布班加罗尔大都会运输公司 (BMTC) 与其全资子公司 TML Smart City Mobility Solutions Ltd. 签署了最终协议，在班加罗尔市营运 921 辆电动公车。

2022 年 8 月，Mahindra & Mahindra Ltd. (M&M) 和大众汽车集团发布了一项重要公告，以加强双方的合作。两家公司签署了一份扩大合作的条款清单，特别关注为 Mahindra 名为 INGLO 的创新电动平台供应 MEB 电气元件。

2022 年 3 月，三大着名商用车製造商 TRATON GROUP、戴姆勒卡车和沃尔沃集团强强联手，形成了重大合作。他们签订了一项具有约束力的协议，建立一个开创性的合资企业 (JV)，旨在开发和运营专为整个欧洲的电池电动、重型长途卡车和客车量身定制的先进公共充电网路。

正如之前所传达的，双方致力于启动并加速必要的充电基础设施建设，以满足欧洲日益增长的电动车客户数量，并在 2050 年之前为欧洲的气候中和交通做出贡献。

2021 年 12 月，Rivian 扩大了製造业务，将其第二家美国工厂设在乔治亚州。计划在亚特兰大东部的摩根县和沃尔顿县建立一个碳意识园区。该项目涉及 50 亿美元的场地开发和製造投资。

2021 年 9 月，塔塔汽车宣布计划在未来 4-5 年内投资超过 10 亿美元（即超过 750 亿卢比），以重新制定商用车业务路线图，其中电动车是其中的主要部分。尤其是公车。

额外的好处：

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章：简介

  • 研究假设
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场动态

  • 市场驱动因素
    • 不断成长的电子商务产业将补充成长轨迹
  • 市场限制
    • 严格的排放标准
  • 波特五力分析
    • 新进入者的威胁
    • 买家/消费者的议价能力
    • 供应商的议价能力
    • 替代产品的威胁
    • 竞争激烈程度

第 5 章：市场区隔（市场规模价值 - 十亿美元）

  • 车辆类型
    • 轻型商用车
    • 中型和重型商用车
    • 巴士和长途汽车
  • 驱动器类型
    • 内燃机
    • 混合动力和电动车
  • 地理
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 欧洲其他地区
    • 亚太
      • 中国
      • 印度
      • 日本
      • 韩国
      • 亚太其他地区
    • 世界其他地区
      • 南美洲
      • 中东和非洲

第 6 章：竞争格局

  • 供应商市占率
  • 公司简介
    • BAIC Group
    • BYD Motors Inc.
    • Mercedes-Benz Group AG
    • Dongfeng Motor Corporation
    • Ford Motor Company
    • General Motors Company
    • Groupe Renault
    • Mahindra & Mahindra Ltd
    • Nissan Motor Company Ltd
    • Rivian Automotive LLC
    • SAIC Motors
    • Scania AB
    • Tata Motors Ltd
    • Tesla Inc.
    • Toyota Motor Corporation
    • Volkswagen AG
    • AB Volvo
    • Paccar Inc.

第 7 章：市场机会与未来趋势

  • ADAS集成
简介目录
Product Code: 93035

The Commercial Vehicles Market size is estimated at USD 247.48 billion in 2024, and is expected to reach USD 410.67 billion by 2029, growing at a CAGR of 10.66% during the forecast period (2024-2029).

Commercial Vehicles - Market

Key Highlights

  • The impact of COVID-19 on the commercial vehicle market was unavoidable as it affected almost every other industry. Several vehicle manufacturing industries were shut down due to the pandemic, which resulted in a decline in the production of commercial vehicles. However, commercial vehicles witnessed a swift recovery from the impact, and the vehicles are expected to witness significant growth during the forecast period, primarily attributed to government support and growth in the adoption of commercial vehicles during the forecast period.
  • Over the medium term, Factors like 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 in the market.
  • The demand for light commercial vehicles 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.
  • "Increased demand for fuel-efficient, high-performance, and low-emission vehicles, coupled with increasingly strict laws and regulations on vehicle emissions, as well as declining battery costs and rising fuel prices, all contribute to the increased demand for commercial vehicle growth.
  • The market is growing because of developments in battery technology and the usage of extensively in providing the most up-to-date features to their products, cutting-edge technologies like advanced driver-assistance systems (ADAS), artificial intelligence (AI), Internet-of-Things (IoT), and others. Major companies invest in enhancing original equipment manufacturer (OEM) rivalry and assisting the market's growth. Many countries are attempting to adopt electric mobility, but charging infrastructure remains a significant concern as new vehicles enter the market.

Commercial Vehicles Market Trends

Increasing adoption of electric Commercial Vehicles for mass transit

  • Fuel constitutes a major part of the operating cost of any vehicle. With the increasing costs of fuel, using an electric bus for public transport reduces not only the fuel cost but also other upfront costs and the total cost of ownership. By 2030, the prices for electric buses are expected to come down to that of diesel fuel buses. Electric buses help reduce 81-83% of the maintenance and operating costs compared to a diesel-engine bus.
  • The rise in general awareness about air pollution, climate change, and, most importantly, the increasing diesel prices over the years are some of the reasons that incentivize most state and city transport authorities to increasingly accommodate clean public transport solutions in their regional development plans. Electric buses offer more comfort to travelers compared to gasoline or diesel buses. The NVH levels in electric buses are minimal, unlike traditional diesel buses, providing enhanced comfort to passengers.
  • The e-bus market has the potential to fill the voids that exist in the public transport system. By reducing expenses related to operation and maintenance and also cutting down hidden costs linked to public health and the environment, mass electrification of public buses would not only let the concerned stakeholders reap huge benefits but also help strike a balance of providing returns between the service providers and the service users over the long run.
  • With strong government thrust for EV transition, the public transport authorities and the e-bus suppliers are encouraged to drive the market growth on the back of proper regulatory framework and the market mechanism.
  • Moreover, the upfront costs of electric buses are more than the diesel counterparts across all length-based categories. However, a comparison of the Total Cost of Ownership (TCO) between diesel and electric buses reveals that electric buses make more economic sense. Several private and public bus operators have started the adoption of electric buses for mass transit across the world, which is driving the demand for electric buses.
  • Although the United States has fewer electric buses in the country, in the past few years, there has been an increase in cities and universities acquiring fleets of electric buses. With California being the most dynamic state on adoption, it adopted a new rule that can be followed by many other states-the Innovative Clean Transit Rule (ICTR). From 2023, 25% of new buses purchased must be zero emission. In 2029, 100% of orders from California transport agencies. California's goal is to convert its 12,000 city buses to 100% electric by 2040.
  • The demand for electric vehicles increased due to the increasing freight, logistics, and construction activities across the country. Other factors, such as stringent emissions regulations, electrification, alternative fuels, driver shortage, autonomous vehicles, and last-mile delivery, are expected to fuel the growth of electric trucks over the forecast period.
  • Several commercial vehicle manufacturers are introducing new electric commercial vehicles in India, which in turn is likely to witness major growth for the market during the forecast period. For instance, in October 2022, PMI Electro Mobility, a leading manufacturer of electric buses in India, announced the launch of a range of small electric commercial vehicles to cater to the growing demand from e-commerce industries for last-mile delivery vehicles.
  • Considering these strong developments and ongoing initiatives by automakers and the government, demand for electric commercial vehicles in India is expected to portray a strong growth rate during the forecast period.

Asia-Pacific is dominating the Market

  • Asia-Pacific is witnessing rapid urbanization, which in turn is expected to be a factor in the increase in the demand for light, medium, and heavy commercial vehicles in the region. The rapid expansion of e-commerce and logistics industries across the country is likely to increase the demand for commercial vehicles during the forecast period.
  • Several E-commerce companies and commercial vehicle manufacturers across the country are partnering to transport goods, which in turn is anticipated to boost the market during the forecast period.
  • For instance, in May 2022, Tata Motors Limited launched the all-new Ace EV, the electric version of the ever-popular ACE. The company partnered with an e-commerce company and logistics service providers such as Amazon, BigBasket, City Link, DOT, Flipkart, LetsTransport, MoEVing, and Yelo EV. Through this partnership, the company will deliver 39,000 units of new ACE electric vehicles (EVs) to e-commerce and logistics service providers in India.
  • In February 2021, e-commerce giant Amazon announced a partnership with Mahindra Electric to deploy electric vehicles into its delivery network. Amazon aims to reach 10,000 EVs in fleet size by 2025. Flipkart, in the same period, partnered with Hero Electric and Piaggio to achieve a 100% electric delivery fleet by 2030. These partnerships aim to improve the charging infrastructure and include more electric vehicles in the commercial vehicles sector in India.
  • Governments of several countries are investing in new construction and development activities. China's One Belt, One Road initiative may aid in infrastructural development, such as railways, buildings, and energy projects, stretching from China's western regions. This creates a huge opportunity for construction material and equipment movement across the country. Japan's Linear Motor Car Project is a maglev bullet train proposed to cover 285.6 kilometers in 67 minutes and is being built at a rapid pace with an expected opening in 2027.
  • According to the data of the Federation of Automobile Dealers Associations (FADA), in March 2021, the sales of commercial vehicles were down by 42.2%, to 67,372 units, against 116,559 units in March 2020.
  • Moreover, major players in the country are introducing new truck ranges in the domestic market. For instance, in March 2021, Tata Motors unveiled its light commercial trucks (I&LCV) Ultra Sleek T-Series. All trucks are powered by the future-ready BS-VI 4SPCR engine, with a 100hp power and a torque rating of 300nm.
  • The growing government regulations improving electric vehicle adoption and robust expansion adopted by OEMs and suppliers in the region to accommodate rising demand from the automotive industry in China are expected to create a positive outlook for market growth during the forecast period. For instance,
  • The government of China is encouraging people to adopt electric vehicles. The country has already made plans to phase out diesel fuel, which runs the current generation of tractors and construction equipment. The country is planning to completely ban diesel and petrol vehicles by 2040.
  • The above-mentioned development across the region is likely to enhance the demand for commercial vehicles during the forecast period.

Commercial Vehicles Industry Overview

The Global Commercial Vehicles Market is dominated by several key players such as Tata Motors Ltd., Paccar Inc., Toyota Motor Corporation, AB Volvo, Scania AB, and Others. The growing expansion of manufacturing facilities across the globe is likely to witness major growth for the market during the forecast period.

For instance, in December 2022, Tata Motors announced that Bengaluru Metropolitan Transport Corporation (BMTC) had signed a definitive agreement with its fully owned subsidiary, TML Smart City Mobility Solutions Ltd., for the operation of 921 electric buses in the city of Bengaluru.

In August 2022, Mahindra & Mahindra Ltd. (M&M) and the Volkswagen Group made a significant announcement to strengthen their collaboration. The two companies signed a term sheet to expand their cooperation, specifically focusing on the supply of MEB electric components for Mahindra's innovative electric platform called INGLO.

In March 2022, a momentous collaboration was formed as the TRATON GROUP, Daimler Truck, and Volvo Group, three prominent commercial vehicle manufacturers, joined forces. They entered into a binding agreement to establish a groundbreaking joint venture (JV) with the aim of developing and operating an advanced public charging network tailored specifically for battery electric, heavy-duty long-haul trucks, and coaches throughout Europe.

As previously communicated, the parties are committed to initiating and accelerating the necessary build-up of charging infrastructure for the increasing number of customers of electric vehicles in Europe and contributing to climate-neutral transportation in Europe by 2050.

In December 2021, Rivian expanded its manufacturing operations, locating its second United States plant in the state of Georgia. A carbon-conscious campus is planned east of Atlanta, in Morgan and Walton Counties. The project represents a USD 5 billion site development and manufacturing investment.

In September 2021, Tata Motors announced its plans to invest over USD 1 billion, or an amount exceeding Rs 7,500 crore over the next 4-5 years, to recreate its roadmap for the commercial vehicle business, a major part of which comprises electric vehicles. Especially buses.

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
    • 4.1.1 Growing E-commerce Industry Will Supplement the Growth Trajectory
  • 4.2 Market Restraints
    • 4.2.1 Stringent Emission Norms
  • 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 (Market Size in Value - USD Billion)

  • 5.1 Vehicle Type
    • 5.1.1 Light Commercial Vehicle
    • 5.1.2 Medium and Heavy Commercial Vehicles
    • 5.1.3 Bus and Coach
  • 5.2 Drive Type
    • 5.2.1 Internal Combustion Engine
    • 5.2.2 Hybrid and Electric Vehicles
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 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 Italy
      • 5.3.2.5 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 and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 BAIC Group
    • 6.2.2 BYD Motors Inc.
    • 6.2.3 Mercedes-Benz Group AG
    • 6.2.4 Dongfeng Motor Corporation
    • 6.2.5 Ford Motor Company
    • 6.2.6 General Motors Company
    • 6.2.7 Groupe Renault
    • 6.2.8 Mahindra & Mahindra Ltd
    • 6.2.9 Nissan Motor Company Ltd
    • 6.2.10 Rivian Automotive LLC
    • 6.2.11 SAIC Motors
    • 6.2.12 Scania AB
    • 6.2.13 Tata Motors Ltd
    • 6.2.14 Tesla Inc.
    • 6.2.15 Toyota Motor Corporation
    • 6.2.16 Volkswagen AG
    • 6.2.17 AB Volvo
    • 6.2.18 Paccar Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Integration of ADAS