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市场调查报告书
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1939659

东协商用车：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

ASEAN Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
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

2025年东协商用车市场价值471.3亿美元，预计到2031年将达到663.3亿美元，2026年为498.9亿美元。

预计在预测期（2026-2031 年）内，复合年增长率将达到 5.86%。

东协商用车市场-IMG1

基础设施投资激增、跨境贸易快速数位化以及车队电气化进程加快，正将该地区打造成为重要的生产和消费中心。区域关税协调缩短了跨境通关时间，而电子商务平台正在重塑最后一公里配送模式，并推动对灵活紧凑型车型的需求。同时，成员国正根据欧盟6标准收紧排放气体法规，加速动力传动系统升级。中国製造商正深化本土化，利用成本优势和东协内部的零关税贸易，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

电子商务和最后一公里物流的快速发展

线上零售的爆炸性成长正在改变配送方式，推动了对能够在拥挤的城市中心穿梭的紧凑型货车、皮卡和两轮货运车辆的需求。预计到2024年，泰国国内宅配网路的服务网点将翻一番，凸显了业者缩短配送时间的迫切需求。配备模组化货舱的专用电动轻型卡车正日益受到欢迎，尤其是在柴油车资源有限的地区。一家叫车平台与一家本地组装合作，推出了一款售价低于1000美元的可更换电池摩托车，从而缩短了等待时间并延长了车辆使用寿命。透过社群电商平台配送生鲜食品的增加，推动了对温控微型配送单元的需求。这些变化共同推动了轻型商用车平台采购量的成长，为能够优化多条配送路线的远端资讯处理供应商创造了新的机会。

大型计划规划

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，占亚太地区交通基础设施预算的63%。高速公路的改善和采石场的扩建带动了对自动卸货卡车、混凝土搅拌车和大型矿用车辆的即时订单。以林查班港和巴生港为中心的港口物流走廊也促进了对货柜牵引车的需求。虽然计划核准提供了稳定的基础，但与土地征用和资金限制相关的延误造成了季度性的需求波动，迫使整车製造商实施模组化车身方案和灵活的轮班模式。随着车队所有者越来越重视车辆的运转率而非总购置成本，动力传动系统耐久性解决方案和本地维护服务的供应商也从中受益。

更严格的欧6同等标准

泰国将于2024年1月实施欧盟5柴油排放标准，预计2030年将强制执行欧盟6排放标准。柬埔寨和菲律宾也正在采取类似措施。虽然环境效益显而易见，但这些日益严格的法规使引擎和后处理系统的成本增加了15%至20%，挤压了小批量组装的利润空间。各成员国柴油含硫量不一致，使校准工作更加复杂，并延长了认证週期。虽然采用选择性催化还原（SCR）技术的整车製造商销售量有所成长，但规模较小的製造商却面临着退出市场的风险，因为资本支出需求超过了它们的财务能力。

细分市场分析

到2025年，轻型商用车将占东协商用车市场55.70%的份额，这主要得益于宅配需求的成长以及政府对重型柴油车的监管。预计到2031年，该细分市场的收入将以每年6.65%的速度成长，超过东协商用车市场的整体成长速度。中国製造商正在推出比传统车型便宜20%的纯电动皮卡，而日本製造商则以轻度混合动力车型作为回应。曼谷和胡志明市週边城市物流整合中心的激增，刺激了市场对配备原厂货架和远端资讯处理功能的厢型车的需求。

中型车辆服务于建筑物流和废弃物管理等细分市场，凭藉着更优异的扭力特性和自动变速箱，能够高效应对交通拥堵。重型牵引车在东协货运走廊仍扮演着重要角色，但随着铁路网沿着大陆路线的扩张，其成长速度正在放缓。因此，采用轻量化复合材料和改进空气动力学设计的底盘製造商，在追求燃油效率和快速投资回报的车队中获得了竞争优势。

到2025年，内燃机车将占东协商用车市场的93.85%，但随着政策奖励改变车队经济格局，其份额正在下降。纯电动车（BEV）车型虽然起步较晚，但预计到2031年，其在东协商用车市场的贡献将翻一番，复合年增长率（CAGR）将达到10.12%。泰国的EV3.5计画透过免除消费税降低了整车製造商（OEM）的在地采购成本，从而加速了车型线的扩张。印尼在2030年实现60万辆电动车的目标，正在推动与国内富镍电池供应挂钩的供应商融资方案。

插电式混合动力汽车扮演桥樑角色，关税优惠政策有利于低碳且续航里程更长的解决方案。燃料电池原型车主要出现在马来西亚和新加坡之间的跨境航运试点计画中，利用与港口当局合作开发的短途氢燃料运输走廊。对于继续使用内燃机的车辆而言，欧盟6排放标准的硬体和合成柴油相容性是重要的卖点，因为消费者需要权衡未来的转售价值和近期的资本支出。

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
    • 电子商务和最后一公里物流的快速发展
    • 大型计划规划
    • 东协内部贸易成长
    • 中国电动车製造商的本地化
    • 低温运输需求快速成长
    • 排碳权和绿色车队强制规定
  • 市场限制
    • 更严格的欧6同等标准
    • 电动车充电和总拥有成本 (TCO) 障碍
    • 分散式先进动力传动系统总成售后服务
    • 收紧中小企业更新车队的贷款
  • 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 市场规模及成长预测（价值（美元），销售量（单位））

  • 按车辆类型
    • 轻型商用车
    • 中型商用车
    • 大型商用车辆
  • 透过推进力
    • 内燃机
    • 电池式电动车
    • 插电式混合动力电动车
    • 燃料电池电动车
  • 按用途/最终用途
    • 物流与电子商务配送
    • 建筑和采矿
    • 农业/林业
    • 公共交通（巴士和长途汽车）
    • 公共产业和市政服务
  • 按车身配置（新增）
    • 刚性卡车和厢型车
    • 联结车
    • 公车和长途客车
    • 自动卸货卡车
    • 冷藏车
  • 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 was valued at USD 47.13 billion in 2025 and estimated to grow from USD 49.89 billion in 2026 to reach USD 66.33 billion by 2031, at a CAGR of 5.86% during the forecast period (2026-2031).

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 55.70% of ASEAN commercial vehicles market share in 2025, buoyed by parcel-delivery momentum and municipal restrictions on heavy diesels. Segment revenue is projected to compound at 6.65% annually through 2031, 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 93.85% of the ASEAN commercial vehicles market size in 2025, but their share erodes as policy incentives tilt fleet economics. Battery-electric models, starting from a low base, are expected to post a 10.12% CAGR to 2031, 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