全球 PBV（專用汽車）市場：戰略洞察力和增長機會

共享出行市場、叫車服務、最後一英裡和中間一英裡的貨運服務需求旺盛，競爭激烈。提供這些服務的企業需要具有對其客戶有用的零件和功能的定制車輛，並且可以實現高客戶滿意度。

本報告對全球 PBV（專用車）市場進行調查和分析，並提供有關 PBV 的戰略基本要求、增長環境、輪廓和演變、共享出行市場、商用車市場、PBV 發展等方面的信息。

目錄

戰略要求

• 為什麼增長變得越來越困難？
• 戰略基本要求 8 (TM)
• 三大戰略要求對 PBV 市場的影響
• 增長機會推動增長管道引擎 (TM)
• 增長動力
• 增長限制

成長環境

• 商業模式
• 市場進入者
• 競爭形勢
• 競爭對手比較
• 車輛發佈時間表
• 合作夥伴

PBV 概述

• 定義
• 細分
• 好處-製造商的觀點
• 好處-客戶和最終用戶的觀點

PBV 的演變

• 商業化時間表
• 戰略演變
• 申請時間表

PBV 市場介紹

• 業務領域
• PBV 客戶
• 瞄準客戶需求

PBV 的設計和製造

• 改裝車輛和 PBV 設計選項
• 微工廠方法
• 技術融合及其優勢
• 電氣化
• 滑板平台分析
• 成本比較-PBV與傳統車輛

PBV-共享出行市場

• 傳統出租車與專用共享代步車
• 客戶要求
• 大規模供應商的機會
• 案例1-大眾MOIA
• 案例研究 2-e.GO Moove
• 案例研究 3-Zoox
• 案例研究4-Sooorya EV

PBV-商用車市場

• 常規 eLCV 和專用 eLCV
• 客戶要求
• 總擁有成本 - 根據您的目的量身定制的商用車視角
• 案例研究1-到達
• 案例研究 1-Arrival 和 Uber 合作
• 案例研究2-獨木舟
• 案例研究 3-REE 汽車
• 案例研究3-REE汽車商業化之路
• 案例研究 4-Lightning eMotors
• 案例研究5-Rivian
• 案例6-綠色動力電機
• 案例研究 7-Volta 卡車

PBV 開發-傳統汽車 OEM

• 來自傳統 OEM-KIA 的 PBV 概念
• 傳統OEM-通用汽車的PBV概念
• 傳統OEM-日野汽車的PBV概念
• 傳統車輛 OEM 改裝車輛還是 PBV？

PBV 市場的未來

• 商業模式——單滑板上的可更換禮帽
• 商機區
• 商業化挑戰
• 宏觀經濟展望
• ePBV銷量預測

增長機會宇宙

• 增長機會 1-Ride Hailing 和 Cargo Delivery Car 市場動盪
• 增長機會2-為商用車領域的初創企業提供機會
• 增長機會3-促進自動班車和機器人出租車的出現

下一步

Increased Customer Demand and Expectations in Ride-hailing, Shared Mobility, and Last and Middle-mile Delivery Enable Opportunities

The purpose-built vehicle (PBV) market is a new business model in the automotive industry that involves original equipment manufacturers (OEMs) designing, manufacturing, and selling highly customized vehicles according to customers' application needs. There are high demand and competition in the shared mobility market, ride-hailing services, and last and middle-mile cargo delivery services. As such, service providers in these areas need customized vehicles with components and features that will be useful for their customers and enable them to achieve high customer satisfaction levels.

The PBV market has many automotive startups such as REE Automotive, Arrival, and Canoo that design and develop electric, purpose-built, and tailor-made vehicles to suit particular applications. Several conventional automotive OEMs like Hyundai, Kia, Ford, and Renault also seek business opportunities in this market, converting their existing vehicle models into PBVs.

Frost & Sullivan aims to provide insights into the PBV market by defining PBVs and their segmentation by application. We conducted case studies on market participants, highlighting technology trends, how they tailor vehicles according to specific applications, and details of vehicles they plan to launch. The report also compares conventional vehicles' design and manufacturing processes against PBVs and analyzes the latter's advantages in terms of operations. Other information includes:

• PBV timeline, market, and business model overview

• Factors driving and restraining market growth

• Market sizing and forecast by PBV sales volume between 2021 and 2030

• Business opportunities in the shared mobility space and cargo delivery market

• Future PBV business areas, challenges, and application areas

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Purpose-built Vehicles Market
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Growth Drivers
• Growth Restraints

Growth Environment

• Business Models
• Market Participants
• Competitive Landscape
• Competitor Comparison
• Vehicle Launch Timeline
• Partnerships

PBV Overview

• Definition
• Segmentation
• Benefits-Manufacturer Perspective
• Benefits-Customer and End-user Perspective

PBV Evolution

• Commercialization Timeline
• Strategy Evolution
• Applications Timeline

PBV Market-Introduction

• Business Areas
• PBV Customers
• Target Customer Requirements

PBV Design and Manufacturing

• Converted Vehicle vs PBV Design Options
• Microfactory Approach
• Technology Convergence and its Advantages
• Electrification
• Skateboard Platform Analysis
• Cost Comparison-PBVs and Conventional Vehicles

PBV-Shared Mobility Market

• Conventional Taxi vs Purpose-built Shared Mobility Vehicle
• Customer Requirements
• Opportunities for MaaS Providers
• Case Study 1-Volkswagen MOIA
• Case Study 2-e.GO Moove
• Case Study 3-Zoox
• Case Study 4-Sooorya EV

PBV-Commercial Vehicle Market

• Conventional eLCV and Purpose-built eLCV
• Customer Requirements
• Total Cost of Ownership-Purpose-built Commercial Vehicle Perspective
• Case Study 1-Arrival
• Case Study 1-Arrival and Uber Partnership
• Case Study 2-Canoo
• Case Study 3-REE Automotive
• Case Study 3-REE Automotive's Road to Commercialization
• Case Study 4-Lightning eMotors
• Case Study 5-Rivian
• Case Study 6-GreenPower Motor
• Case Study 7-Volta Trucks

PBV Development-Traditional Automotive OEMs

• PBV Concepts from Traditional OEMs-KIA
• PBV Concepts from Traditional OEMs-General Motors
• PBV Concepts from Traditional OEMs-Hino Motors
• Traditional Automotive OEMs-Converted Vehicles or PBVs?

PBV Market Future

• Business Model-Interchangeable Purpose-built Top Hats on a Single Skateboard
• Business Opportunity Areas
• Commercialization Challenges
• Macroeconomic Outlook
• ePBV Sales Volume Forecast

Growth Opportunity Universe

• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets
• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets (continued)
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment (continued)
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis (continued)

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