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市场调查报告书
商品编码
1851618

东协商用车：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

ASEAN Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年，东协商用车市场规模将达到 471.3 亿美元，到 2030 年将达到 628.7 亿美元，复合年增长率为 5.93%。

东协商用车市场-IMG1

基础设施投资的激增、跨境贸易的快速数位化以及汽车电气化的加速发展，正将该地区打造成为生产和消费的关键枢纽。区域海关协调正在缩短边境通关时间，电子商务平台正在重塑「最后一公里」配送模式，从而提振对灵活紧凑型车型的需求。同时，成员国正在收紧排放法规，以符合欧VI标准，并加快动力传动系统升级。中国汽车製造商正在深化本土化，利用成本优势和东协内部零关税贸易，削弱日本品牌长期以来的主导地位。

东协商用车市场趋势与洞察

电子商务蓬勃发展与最后一公里物流

线上零售的爆炸性成长正在重塑运输格局，车队营运商更倾向于选择能够在拥挤的城市中心穿梭的紧凑型货车、皮卡和摩托车货运车辆。快递网路计划在2024年将其在泰国的服务网点数量翻一番，凸显了营运商缩短履约时间的迫切性。配备模组化货厢的专用电动轻型卡车正日益普及，尤其是在柴油车辆使用受限的地区。叫车平台与当地组装合作，打造售价低于1000美元的可更换电池摩托车，从而减少车辆閒置时间并延长使用寿命。随着社交电商平台处理生鲜食品的能力不断提升，市场需求正转向温控微型配送单元。总而言之，这些变化正在推动轻型商用车平台采购量的成长，并为能够优化多点配送路线的远端资讯处理供应商创造了机会。

大型企划储备

泰国、印尼、马来西亚和越南计划在2035年投资超过43兆美元用于公路和桥樑项目，占亚太地区交通运输投资总额的63%。高速公路升级和采石场扩建带动了对倾卸式卡车、混凝土搅拌机和大型矿用车辆的即时订单。林查班港和巴生港週边以港口为中心的物流走廊的兴起也促进了货柜牵引车的需求。虽然计划核准为稳定基准奠定了基础，但土地征用和资金限制导致的延误造成了季度需求波动，迫使整车製造商（OEM）推行模组化车身方案和灵活的轮班模式。随着车队所有者将车辆运作置于购置成本之上，动力传动系统耐久性解决方案和现场维护服务供应商有望从中受益。

更严格的欧6等效标准

泰国将于2024年1月开始实施欧盟5柴油排放标准，并承诺最迟于2030年达到欧盟6标准。虽然环保效益显而易见，但升级将使引擎和废气后处理成本增加15%至20%，挤压小批量组装的净利率。各成员国柴油燃料含硫量的差异也使合规变得更加复杂，并延长了认证週期。拥有选择性催化还原（SCR）技术的整车製造商（OEM）将迎来销售成长，但规模较小的公司则面临市场份额下降的风险，因为资本投资需求超过了其资产负债表的承受能力。

细分市场分析

受宅配业务成长动能和政府对重型柴油车的限制措施推动，轻型商用车预计在2024年将占据东协商用车市场56.25%的份额。预计到2030年，该细分市场的收入将以每年6.78%的速度成长，超过整体市场细分的成长速度。中国竞争者推出的纯电动皮卡价格比同类产品低20%，而日本老牌厂商则以轻混升级版车款回应。都市区集散中心的激增，尤其是在曼谷和胡志明市，正在推动对配备原厂货架和车载资讯系统的厢型车的需求。

中型卡车主要服务于建筑物流和废弃物等细分市场，依靠优化的扭力曲线和自动变速箱来避开交通拥堵。重型牵引车仍然是东协内部货运的关键，但随着铁路当地线路的日益普及，其成长速度将会放缓。因此，那些致力于轻量化复合材料和空气动力学优化的底盘製造商，将在註重燃油效率、寻求快速投资回报的车队中获得竞争优势。

到2024年，内燃机将占东协商用车市场规模的94.26%，但随着政策奖励的出台，其份额将有所下降。纯电动车的市占率预计将从较低的基数翻一番，到2030年将达到10.23%的复合年增长率。泰国的EV3.5计画将透过免征消费税和降低​​整车製造商的到岸成本来加速电动车产品线的更新。印尼雄心勃勃地计划在2030年实现60万辆电动车的保有量，这一目标正在刺激供应商提供与国内丰富的镍资源相关的融资方案。

插电式混合动力汽车是获得低碳增程解决方案优惠关税的桥樑。燃料电池原型车已在跨境航运试验中亮相，主要在马来西亚和新加坡之间，利用了与港口当局合作开发的短途氢能通道。对于继续使用内燃机汽车的客户而言，符合欧盟VI排放标准的硬体以及与合成柴油的兼容性是其卖点。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 电子商务蓬勃发展与最后一公里物流
    • 大型企划储备
    • 东协内部贸易成长
    • 中国电动车和商用车OEM厂商的本土化
    • 低温运输需求快速成长
    • 碳信用额度和绿色车队监管
  • 市场限制
    • 更严格的欧6等效标准
    • 电动车-商用车充电与总拥有成本障碍
    • 先进分段式动力传动系统系统的售后服务
    • 小型企业信贷紧缩导致车队更新受阻
  • 价值/供应链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争

第五章 市场规模与成长预测

  • 按车辆类型
    • 轻型商用车
    • 中型商用车
    • 大型商用车辆
  • 透过推广
    • 内燃机
    • 电池电动车
    • 插电式混合动力电动车
    • 燃料电池电动车
  • 按最终用途
    • 物流与电子商务配送
    • 建筑和采矿
    • 农业和林业
    • 公共运输（巴士和长途汽车）
    • 公共产业和市政服务
  • 依体型（新增）
    • 刚性卡车和厢型车
    • 联结车
    • 公车和长途客车
    • 翻斗车倾卸
    • 冷资料储存
  • 按国家/地区
    • 印尼
    • 泰国
    • 越南
    • 马来西亚
    • 菲律宾
    • 新加坡
    • 其他东南亚国协

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Isuzu Motors
    • AB Volvo
    • Toyota Motor Corporation
    • Ford Motor Company
    • UD Trucks
    • Iveco Group
    • Tata Motors
    • BYD Auto
    • Chery Commercial Vehicles
    • Foton Motor
    • Dongfeng Trucks
    • MAN Truck & Bus
    • Daimler Truck（Mitsubishi Fuso & Mercedes-Benz Trucks）
    • Hyundai Motor Company
    • Ashok Leyland
    • Suzuki Motor

第七章 市场机会与未来展望

简介目录
Product Code: 61499

The ASEAN commercial vehicles market is valued at USD 47.13 billion in 2025 and is forecast to reach USD 62.87 billion by 2030, reflecting a 5.93% CAGR.

ASEAN Commercial Vehicles - Market - IMG1

Surging infrastructure spending, the rapid digitalization of cross-border trade, and accelerating fleet electrification position the region as a pivotal production and consumption hub. Regional customs harmonization trims border-crossing times, while e-commerce platforms reconfigure last-mile distribution patterns and lift demand for agile light-duty models. Simultaneously, member states tighten emissions rules in line with Euro VI, prompting accelerated powertrain upgrades. Chinese OEMs deepen localization, leveraging cost advantages and tariff-free intra-ASEAN trade to erode the dominance of long-entrenched Japanese brands.

ASEAN Commercial Vehicles Market Trends and Insights

E-commerce Boom and Last-Mile Logistics

Explosive online retail growth has redrawn shipment profiles, pushing fleet operators to favour compact vans, pickups, and two-wheeler cargo carriers that can slip through congested urban cores. Courier networks doubled service points across Thailand during 2024, underscoring operators' urgency to narrow fulfilment windows. Purpose-built electric light trucks featuring modular cargo bays are gaining traction, especially where access restrictions penalise diesel vehicles. Partnerships between ride-hailing platforms and local assemblers have yielded sub-USD 1,000 battery-swappable motorbikes that cut idle time and extend asset life. Demand also tilts toward temperature-controlled micro-delivery units as social-commerce platforms heighten fresh-food throughput. Collectively, these shifts amplify procurement of light commercial platforms and open opportunities for telematics suppliers that can optimise multi-drop routing.

Infrastructure Mega-Projects Pipeline

Across Thailand, Indonesia, Malaysia, and Vietnam, more than USD 43 trillion in road and bridge spending is earmarked through 2035, equal to 63% of Asia-Pacific transport allocations. Highway upgrades and quarry expansions lift immediate orders for tipper trucks, concrete mixers, and heavy-duty mining haulers. Port-centric logistics corridors spawning around Laem Chabang and Klang also boost container tractors. While project approvals create a steady baseline, delays tied to land acquisition or fiscal constraints introduce quarterly demand swings that compel OEMs to pursue modular body programmes and flexible shift patterns. Suppliers of drivetrain durability solutions and on-site maintenance services benefit as fleet owners prioritise uptime over outright acquisition cost.

Stricter Euro VI-Equivalent Standards

Thailand enforced Euro 5 diesel specifications in January 2024 and signalled Euro VI compliance no later than 2030, moves mirrored by Cambodia and the Philippines. While environmental gains are clear, the upgrades inflate engine and exhaust-after-treatment costs by 15-20%, squeezing margins for low-volume assemblers. Disparities in diesel sulphur content across member states complicate calibration work, lengthening homologation cycles. OEMs with selective catalytic reduction portfolios stand to gain volume, but smaller players risk exit as capital-expenditure demands outstrip balance-sheet capacity.

Other drivers and restraints analyzed in the detailed report include:

  1. Intra-ASEAN Trade Growth
  2. Localization by Chinese EV-CV OEMs
  3. Cold-Chain Demand Surge
  4. EV-CV Charging & TCO Barrier

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Light commercial vehicles held 56.25% of ASEAN commercial vehicles market share in 2024, buoyed by parcel-delivery momentum and municipal restrictions on heavy diesels. Segment revenue is projected to compound at 6.78% annually through 2030, outpacing the broader ASEAN commercial vehicles market. Chinese challengers introduce battery-electric pickups that undercut traditional offerings by 20%, while Japanese incumbents counter with mild-hybrid upgrades. Urban consolidation centres proliferate around Bangkok and Ho Chi Minh City, catalysing demand for panel vans equipped with factory-fitted shelving and telematics bundles.

The medium-duty cohort serves construction logistics and waste-management niches, relying on improved torque curves and automated transmissions to navigate congestion. Heavy-duty tractors remain vital for intra-ASEAN freight corridors, yet their growth moderates as rail pipelines gain traction on mainland routes. Consequently, chassis makers exploring lightweight composites and aerodynamics enhancements secure competitive advantage in fuel-efficiency-obsessed fleets seeking quick returns on capital.

Internal-combustion engines represent 94.26% of the ASEAN commercial vehicles market size in 2024, but their share erodes as policy incentives tilt fleet economics. Battery-electric models, starting from a low base, are expected to post a 10.23% CAGR to 2030, doubling their contribution within the ASEAN commercial vehicles market. Thailand's EV3.5 scheme grants excise waivers that reduce OEM landed costs, accelerating model-line additions. Indonesia's aspirational target of 600,000 electric vehicles by 2030 stimulates vendor finance packages tied to nickel-rich domestic battery supply.

Plug-in hybrids occupy a bridging role where duty concessions favour low-carbon yet range-extending solutions. Fuel-cell prototypes surface mainly in cross-border haulage pilots between Malaysia and Singapore, leveraging short hydrogen corridors co-developed with port authorities. For ICE holdouts, Euro VI hardware and synthetic-diesel compatibility become selling points as customers weigh future resale value against near-term capital outlay.

The ASEAN Commercial Vehicles Market Report is Segmented by Vehicle Type (Light Commercial Vehicles, Medium-Duty Commercial Vehicles, and More), Propulsion (Internal Combustion Engine, Battery Electric Vehicle, and More), Application (Logistics and E-Commerce Delivery, and More), Body Configuration (Rigid Truck and Van, and More) and by Country. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

List of Companies Covered in this Report:

  1. Isuzu Motors
  2. AB Volvo
  3. Toyota Motor Corporation
  4. Ford Motor Company
  5. UD Trucks
  6. Iveco Group
  7. Tata Motors
  8. BYD Auto
  9. Chery Commercial Vehicles
  10. Foton Motor
  11. Dongfeng Trucks
  12. MAN Truck & Bus
  13. Daimler Truck (Mitsubishi Fuso & Mercedes-Benz Trucks)
  14. Hyundai Motor Company
  15. Ashok Leyland
  16. Suzuki Motor

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 E-Commerce Boom and Last-Mile Logistics
    • 4.2.2 Infrastructure Mega-Projects Pipeline
    • 4.2.3 Intra-ASEAN Trade Growth
    • 4.2.4 Localization by Chinese EV-CV OEMs
    • 4.2.5 Cold-Chain Demand Surge
    • 4.2.6 Carbon-Credit and Green-Fleet Mandates
  • 4.3 Market Restraints
    • 4.3.1 Stricter Euro VI-Equivalent Standards
    • 4.3.2 EV-CV Charging and TCO Barrier
    • 4.3.3 Fragmented Advanced-Powertrain After-Sales
    • 4.3.4 SME Credit Tightening for Fleet Renewal
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD), Volume (Units))

  • 5.1 By Vehicle Type
    • 5.1.1 Light Commercial Vehicles
    • 5.1.2 Medium-Duty Commercial Vehicles
    • 5.1.3 Heavy-Duty Commercial Vehicles
  • 5.2 By Propulsion
    • 5.2.1 Internal Combustion Engine
    • 5.2.2 Battery Electric Vehicle
    • 5.2.3 Plug-in Hybrid Electric Vehicle
    • 5.2.4 Fuel Cell Electric Vehicle
  • 5.3 By Application / End-Use
    • 5.3.1 Logistics and E-commerce Delivery
    • 5.3.2 Construction and Mining
    • 5.3.3 Agriculture and Forestry
    • 5.3.4 Public Transportation (Bus & Coach)
    • 5.3.5 Utilities and Municipal Services
  • 5.4 By Body Configuration (NEW)
    • 5.4.1 Rigid Truck and Van
    • 5.4.2 Tractor-Trailer
    • 5.4.3 Bus and Coach
    • 5.4.4 Tipper and Dump
    • 5.4.5 Refrigerated
  • 5.5 By Country
    • 5.5.1 Indonesia
    • 5.5.2 Thailand
    • 5.5.3 Vietnam
    • 5.5.4 Malaysia
    • 5.5.5 Philippines
    • 5.5.6 Singapore
    • 5.5.7 Rest of the ASEAN Countries

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
    • 6.4.1 Isuzu Motors
    • 6.4.2 AB Volvo
    • 6.4.3 Toyota Motor Corporation
    • 6.4.4 Ford Motor Company
    • 6.4.5 UD Trucks
    • 6.4.6 Iveco Group
    • 6.4.7 Tata Motors
    • 6.4.8 BYD Auto
    • 6.4.9 Chery Commercial Vehicles
    • 6.4.10 Foton Motor
    • 6.4.11 Dongfeng Trucks
    • 6.4.12 MAN Truck & Bus
    • 6.4.13 Daimler Truck (Mitsubishi Fuso & Mercedes-Benz Trucks)
    • 6.4.14 Hyundai Motor Company
    • 6.4.15 Ashok Leyland
    • 6.4.16 Suzuki Motor

7 Market Opportunities & Future Outlook