拉丁美洲輕型商用車（2025年）：Frost Radar

Frost Radar: Light Commercial Vehicles in Latin America, 2025

出版日期: 2025年07月21日 | 出版商:

Frost & Sullivan | 英文 22 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

推動公司採取行動的基準化分析系統－推動新交易流程和成長管道的創新

拉丁美洲正發展成為極具潛力的輕型商用車 (LCV) 中心。隨著全球汽車相關企業投資的不斷成長，該地區有望擴大生產和創新。全球及中國汽車製造商正在加大本地組裝、遠端資訊處理整合和替代燃料改造等力度，以在各個子區域保持競爭力。

巴西的乙醇生態系統為大規模試行替代燃料解決方案提供了獨特的機會，阿根廷正在透過戰略投資大幅擴大其生產能力，墨西哥正穩步發展成為創新中心，多家原始設備製造商建立了專注於研發和電動車的業務。

本地生產的增加可能會刺激就業和經濟活動，並在短期內推動輕型商用車（LCV）在國內的普及。儘管與歐洲和美國相比，政府的激勵措施仍然有限，但對永續旅行的關注可能很快就會催生訂定支持措施。拉丁美洲的輕型商用車市場正在快速發展，對車輛電氣化、本地生產和數位化車隊解決方案的需求日益成長。

本報告分析了同一行業內的眾多公司，並根據領導力或其他卓越表現篩選出需要進一步分析的公司，根據10項「成長」和「創新」標準對其進行基準測試，並揭示其在Frost Radar™中的定位。本上市公司為Frost Radar™上的每家公司提供了競爭概況，探討了每家公司的優勢以及與這些優勢最契合的機會。

戰略重要性和成長環境

戰略重要性

推動商用車產業轉型的四大趨勢是連網化（C）、自動駕駛（A）、共享化（S）和電動化（E）。
數位轉型將有助於創造一個更清潔、更安全、更永續的環境，預計未來十年電動商用車將更加普及。
一個由抵制變革的傳統公司主導的行業正在吸引大量新時代、精通技術的新興企業的興趣，近年來許多新參與企業進入市場，特別是在電氣化領域。
現有汽車相關人員與新時代科技公司之間的合作已在進行中，並可能變得更加普遍。未來十年，將由多元化理念和專業知識的融合定義。

成長環境

拉丁美洲正在發展成為輕型商用車 (LCV) 產業極具潛力的樞紐。隨著全球汽車製造商的投資不斷增加，該地區有望提升產量並促進技術創新。
巴西的乙醇生態系統為大規模試行替代燃料解決方案提供了獨特的機會，而阿根廷正在透過戰略投資大幅擴大其生產能力。
墨西哥正穩步發展成為技術創新中心，多家原始設備製造商建立了研發和以電動車為重點的業務。
當地產量的增加可能會刺激就業和經濟活動，並有可能在短期內促進該國輕型商用車的普及。
與歐洲和美國相比，政府的激勵措施仍然溫和，但專注於永續流動性的政策可能很快就會提供支持。

最佳實踐和成長機會

拉丁美洲輕型商用車製造商正在採用靈活燃料和混合動力技術，以減少對柴油的依賴，並適應當地燃料基礎設施，例如巴西的乙醇燃料。這種多元化發展有助於實現更清潔的城市物流，並為向電動車的過渡做好準備。
為了降低進口成本並縮短交貨時間，各大汽車製造商正在推動本地化生產。巴西、阿根廷和墨西哥等地的工廠投資，使製造商能夠根據當地使用案例和路況，擴大輕型商用車的組裝規模。
車隊營運商正在採用遠端資訊處理、路線最佳化和車輛健康監測系統，例如 Stellantis Connect、Ford Pro 和 GM 的 OnStar Fleet，以提高運作、降低成本並提高 B2B 和小型企業領域的透明度。

成長機會

原始設備製造商應利用獎勵和綠色燃料基礎設施（例如巴西的乙醇補貼和阿根廷的混合動力補貼）來加速採用適合當地需求的電動和混合動力輕型商用車，特別是在最後一英里的物流方面。
透過與地方政府和電子商務平台合作，在市政服務和小型企業配送車隊中部署輕型商用車，可以釋放成長潛力，從而推動都市區和半都市區的持續需求和市場滲透。
隨著遠端資訊處理技術的採用不斷增加，TSP 和 OEM 必須提供綜合車隊管理解決方案，包括資金籌措、遠距離診斷和預測性維護，以提高業務效率並吸引注重成本的 B2B 客戶。

Latin America is evolving into a promising hub for light commercial vehicles (LCVs). With growing investments from global automotive players, the region is poised for increased output and innovation. Global and Chinese OEMs are intensifying efforts through local assembly, telematics integration, and alternative fuel adaptation to stay competitive across diverse sub-regions.

Brazil's ethanol ecosystem offers a unique opportunity to pilot alternative fuel solutions at scale, while Argentina is significantly expanding its production capabilities through strategic investments. Mexico is steadily growing as an innovation center, with several OEMs establishing R&D and electric vehicle-focused operations.

This rise in local manufacturing could spur employment and economic activity, encouraging higher domestic uptake of LCVs in the near term. While government incentives remain modest compared with Europe or North America, the focus on sustainable mobility may drive supportive measures soon. Latin America's LCV market is evolving rapidly, with rising demand for fleet electrification, regional production, and digital fleet solutions.

Frost & Sullivan analyzes numerous companies in an industry. Those selected for further analysis based on their leadership or other distinctions are benchmarked across 10 Growth and Innovation criteria to reveal their position on the Frost Radar™. The publication presents competitive profiles of each company on the Frost Radar™ considering their strengths and the opportunities that best fit those strengths.

Strategic Imperative and Growth Environment

Strategic Imperative

The four megatrends driving transformation in the commercial vehicle industry are connected, autonomous, shared, and electric (CASE).
Digital transformation will help to achieve a cleaner, safer, and more sustainable environment, with a proliferation of electric commercial vehicles expected in the upcoming decade.
The industry, dominated by legacy companies that resist change, has attracted interest from many new-age, technology-savvy start-ups. In recent years, a host of new participants has entered the market, especially in the electrification space.
Collaborations between established automotive stakeholders and new-age technology companies are already underway and will be more common in the future. The next decade will be defined by the confluence of diversified ideas and expertise.

Growth Environment

Latin America is evolving into a promising hub for the light commercial vehicle (LCV) industry. As investments from global automotive players increase, the region is poised for higher output and more innovation.
Brazil's ethanol ecosystem offers a unique opportunity to pilot alternative fuel solutions at scale, while Argentina is significantly expanding its production capabilities through strategic investments.
Mexico is steadily growing as an innovation center, with several OEMs establishing R&D and EV-focused operations.
This rise in local manufacturing could spur employment and economic activity, encouraging higher domestic uptake of LCVs in the near term.
While government incentives remain modest compared with Europe or North America, a policy focus on sustainable mobility may drive supportive measures soon.

Best Practices & Growth Opportunities

LCV manufacturers in Latin America are adopting flex-fuel and hybrid technologies to reduce the dependency on diesel and adapt to region-specific fuel infrastructure, such as ethanol in Brazil. This diversification supports cleaner urban logistics and prepares fleets for the EV transition.
To reduce import costs and improve delivery timelines, leading OEMs are localizing production. Investments in plants across Brazil, Argentina, and Mexico are enabling manufacturers to scale up LCV assembly tailored to regional use cases and road conditions.
Fleet operators are adopting telematics, route optimization, and vehicle health monitoring systems. Stellantis Connect, Ford Pro, and GM's OnStar Fleet are enhancing uptime, reducing costs, and improving transparency across B2B and SME segments.

Growth Opportunities

OEMs should leverage incentives and green fuel infrastructure (e.g., ethanol in Brazil and hybrid subsidies in Argentina) to accelerate the introduction of electric and hybrid LCVs tailored to local needs, especially in last-mile logistics.
Growth can be unlocked by partnering with local governments and eCommerce platforms to deploy LCVs in municipal services and SME delivery fleets, driving consistent demand and market penetration across urban and semi-urban locations.
As telematics adoption grows, TSPs and OEMs must offer integrated fleet management solutions-including financing, remote diagnostics, and predictive maintenance-to enhance operational efficiency and attract cost-conscious B2B clients.