全球公路商用車輛塗料市場（2024-2031年）

受環境法規、車輛使用壽命延長和視覺品牌塑造等因素驅動，塗料需求不斷變化，推動產業轉型成長。

本研究全面評估了全球商用車塗料市場的現狀和未來前景，分析了2021年至2031年製造商層面的出貨量和收入。研究範圍著重於應用於公路商用車（包括遠距卡車、巴士、長途客車和輕型商用車）外表面的塗料，但不包括內裝塗料。塗料主要分為兩大產品系列：車輛製造過程中使用的原廠配套塗料和用於維修保養的修補塗料。這兩大類塗料再根據子產品類型（例如，底漆、電塗裝、底塗層、透明塗層、單層塗料）、樹脂化學成分（例如，環氧樹脂、聚氨酯、丙烯酸樹脂、聚酯樹脂）和塗裝技術（例如，溶劑型、水性、粉末塗料）進一步細分。

幾個關鍵趨勢塑造商用車塗料市場。全球範圍內向低揮發性有機化合物（VOC）和永續塗料解決方案的轉型加速，推動了水性塗料和粉末塗料技術的廣泛應用。同時，隨著商用車車隊的老化以及電子商務成長所帶來的物流網路擴張，對修補塗料的需求也不斷成長。車輛外觀也變得越來越重要，車輛外觀用於品牌宣傳，帶動了對耐用、高光澤單層塗料和透明塗層的需求。已開發地區擴大採用先進的塗料解決方案，而新興市場由於成本考量，仍繼續使用傳統的溶劑型塗料體系，這導致不同地區的塗料技術格局呈現出多樣性。

影響公路商用車塗料的三大關鍵策略問題

地緣政治動盪

• 原因
  • 2025年初，美國對來自加拿大、墨西哥、中國和其他國家的進口商品徵收關稅，為油漆製造商、商用車製造商和車隊營運商帶來了成本不確定性。
  • 這些關稅可能導致新車訂單下降，並使企業在車隊擴張方面更加謹慎，因為企業面臨原料成本上漲和營運風險。此外，加拿大、墨西哥和中國是樹脂、溶劑和塗料添加劑等原料的主要供應國。關稅可能會擾亂供應鏈，並導致計劃進一步延長。
• Frost的觀點
  • 汽車製造商探索多種經營模式，包括基於訂閱模式的「按需功能」和「付費使用制」服務。
  • 這開啟了以前無法實現的新功能，OEM廠商正尋求利用這一趨勢。

變革性大趨勢

• 原因
  • 永續性、自動駕駛和車輛電氣化是影響商用車市場的主要發展趨勢。
  • 車輛設計不斷發展，整合感測器、攝影機和後視鏡等先進功能，以改善駕駛輔助。
• Frost的觀點
  • 與客車相比，商用車領域採用這些技術的速度較慢，但預計在預測期內其佔有率將大幅成長。
  • 原始設備製造商和高階塗料供應商必須使其產品和服務與這些不斷變化的趨勢保持一致，以保持競爭力並維持市場地位。

激烈的競爭

• 原因
  • 車身貼膜的日益普及重塑商業車隊品牌策略，並重新定義塗料市場的競爭格局。
  • 車身貼膜為車隊營運商提供了一種快速、靈活且環保的替代方案，以取代傳統的重新噴漆，尤其是在城市物流、租賃和共享出行等需要頻繁更新品牌標識的行業。
  • 為實現永續性和 ESG 目標而面臨的壓力日益增大，這也推動了排放VOC 包裝材料的採用。
• Frost的觀點
  • 車身貼膜的興起吸引了一些與油漆行業傳統上無關的參與者，例如乙烯基製造商和數位印刷公司，並且將部分市場從傳統的修補漆轉移出去。
  • 雖然原廠塗裝對於結構耐久性和性能仍然非常重要，但車身貼膜日益滿足售後市場的需求，改變了重新噴漆的經濟效益，並減少了傳統重新噴漆的工作量。

主要競爭對手

• 世界
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Mascoat
  • Rust-Oleum
  • Red Spot Paint & Varnish Co
• 美洲
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Rust-Oleum
  • WEG Coatings
  • LKQ Coatings
• 歐洲
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Helios Group
  • Painsystems GmbH
  • Teknos Group
• 亞太地區
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Guangzhou Jinwei Chemical Co., Ltd.
  • Helios Group
• MEASA
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Berger Paints
  • Mido Coatings

競爭環境

• 競爭對手數量
  • 不到50家公司
• 競爭因素
  • 價格、產品性能、技術、品質、分銷、品牌知名度、客戶服務
• 主要終端用戶產業
  • 原始設備製造商（OEM）、OEM 售後車身修理廠、獨立車身修理廠和多店營運商（MSO）
• 主要競爭對手
  • PPG Industries、Axalta Coating Systems、BASF、AkzoNobel
• 其他主要競爭對手
  • Nippon Paint Holdings Co., Ltd.、The Sherwin-Williams Company、Kansai Paints、Hempel A/S、ROBERLO、LKQ Coatings、Rust-Oleum、Guangzhou Jinwei Chemical Co., Ltd.
• 流通結構
  • 直銷、汽車修理廠、獨立零售商、公司自營店

成長要素

• 商用車產量增加
• 車輛尺寸逐漸增加
• 價格分佈優質塗料系統的廣泛應用和發展將推動收入成長。

成長限制因素

• 使用無底漆塗料以及從底塗層/透明塗層體系轉向單層塗料，都有助於減少塗料用量。
• 更多使用用量較少的先進塗料
• 車輛基材的變化趨勢以及對這些表面進行塗層處理的需求
• 二手車數量增加

目錄

調查範圍

成長環境：公路商用車塗料的變革

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對公路商用車塗料生態系統的影響
• 主要競爭對手

公路商用車輛塗料的成長促進因素

• 成長指標
• 營收和銷售量預測
• 營收和銷售預測分析
• 依應用的銷售預測
• 依應用的數量預測
• 依地區的收入預測
• 依地區的銷售量預測
• 營收和銷售預測分析
• 平均價格預測
• 價格趨勢和預測分析
• 競爭環境
• 收益分成
• 收入佔有率分析
• 價值鏈：OEM
• 價值鏈：維修

成長動力：OEM

• 概述：OEM
• 成長促進因素
• 促進因素分析
• 成長限制因素
• 生長抑制分析
• 分析預測
• 成長指標
• 營收和銷售量預測
• 營收和銷售預測分析
• 化學品收入預測
• 按化學產品分類的數量預測
• 化學品銷售與銷售量預測分析
• 依產品分類的收入預測
• 依產品分類的銷售量預測
• 產品營收和銷售量預測分析
• 依技術分類的收入預測
• 依技術分類的銷售預測
• 營收和銷售預測技術
• 依地區分類的收入預測
• 依地區分類的銷售量預測
• 區域銷售和銷售預測分析

成長動力：翻新

• 概述：翻新
• 成長促進因素
• 促進因素分析
• 成長限制因素
• 生長抑制分析
• 分析預測
• 成長指標
• 營收和銷售量預測
• 營收和銷售預測分析
• 化學品收入預測
• 按化學產品分類的數量預測
• 化學品銷售與銷售量預測分析
• 依產品分類的收入預測
• 依產品分類的銷售量預測
• 產品營收和銷售量預測分析
• 依技術分類的收入預測
• 依技術分類的銷售預測
• 營收和銷售預測技術
• 依地區分類的收入預測
• 依地區分類的銷售量預測
• 區域銷售和銷售預測分析

全球商用車塗料市場的成長機會

• 成長機會1：幫助商用車產業了解其全生命週期碳足跡
• 成長機會2：提供符合汽車產業發展趨勢的塗料
• 成長機會3：開發用於支援輕量化和品牌電動車的塗層

附錄與後續步驟

Evolving Coating Demands Are Driving Transformational Growth Due to Environmental Regulations, Fleet Longevity, and Visual Branding

This study provides a comprehensive assessment of the current status and future prospects of the global commercial vehicle coatings market, analyzing volume shipments and revenue at the manufacturer level from 2021 to 2031. It focuses on coatings applied to the exterior surfaces of on-road commercial vehicles-including heavy trucks, buses, coaches, and light commercial vehicles-while excluding interior coatings from the scope. The coatings are classified into 2 major product groups: OEM coatings, applied during original vehicle manufacturing, and refinish coatings, used for repair and maintenance. These categories are further segmented by sub-product types such as primers, e-coats, basecoats, clearcoats, and monocoats; by resin chemistries including epoxy, polyurethane, acrylic, and polyester; and by coating technologies such as solvent-borne, waterborne, and powder coatings.

Several key trends are shaping the CV coatings market. The global shift toward low-VOC and sustainable coating solutions is accelerating, leading to wider adoption of waterborne and powder-based technologies. Meanwhile, growing demand for refinish coatings reflects the aging of commercial fleets and the expansion of logistics networks driven by eCommerce growth. Vehicle aesthetics are also becoming increasingly important, as fleet operators leverage vehicle appearance for branding, which in turn drives demand for durable, high-gloss monocoats and clearcoats. While advanced coating solutions are gaining traction in developed regions, cost sensitivity in emerging markets sustains the use of traditional solvent-borne systems, resulting in a diverse technology landscape across regions.

The Impact of the Top 3 Strategic Imperatives on the On-Road CVs Coatings

Geopolitical Chaos

• Why
  • In early 2025, the US imposed tariffs on imports from Canada, Mexico, China, and other countries, creating cost uncertainties for coating manufacturers as well as CV OEMs and fleet operators.
  • These tariffs will likely contribute to a decline in new vehicle orders and cautious fleet expansion, as companies face higher input costs and operational risks. Furthermore, Canada, Mexico, and China are major suppliers of raw materials such as resins, solvents, and coating additives. The tariffs are likely to disrupt supply chains, potentially causing further project delays.
• Frost Perspective
  • OEMs are looking at multiple business models, such as feature-on-demand and pay-as-you-use services based on subscription models.
  • This is giving consumers the ability to use features that would have been unavailable traditionally, and OEMs are looking to capitalize on this trend.

Transformative Megatrends

• Why
  • Sustainability, autonomous driving, and vehicle electrification are key megatrends influencing the CV market.
  • Vehicle designs are evolving to integrate advanced features such as sensors, cameras, and mirrors aimed at improving driver assistance.
• Frost Perspective
  • Although the CV sector is slower to adopt these technologies compared to passenger cars, the share of such vehicles will likely grow significantly during the forecast period.
  • OEMs and refining coating suppliers must align their products and services with these evolving trends to remain viable and relevant.

Competitive Intensity

• Why
  • The increasing adoption of vehicle wraps is reshaping branding strategies in commercial fleets and redefining the competitive dynamics of the coatings market.
  • Wraps offer fleet operators a fast, flexible, and environmentally friendly alternative to traditional repainting-especially in segments like urban logistics, leasing, and shared mobility where frequent branding updates are required.
  • Rising pressure to meet sustainability and ESG goals is driving the adoption of wraps, as they emit no VOCs.
• Frost Perspective
  • The rise of wraps has attracted non-coating players such as vinyl manufacturers and digital printing companies into the ecosystem, diverting part of the market away from traditional refinish coatings.
  • While OEM coatings remain essential for structural durability and performance, wraps are increasingly capturing aftermarket demand, altering repaint economics, and reducing the volume of conventional refinishing jobs.

Key Competitors

• Global
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Mascoat
  • Rust-Oleum
  • Red Spot Paint & Varnish Co
• Americas
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Rust-Oleum
  • WEG Coatings
  • LKQ Coatings
• Europe
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Beckers Group
  • Helios Group
  • Painsystems GmbH
  • Teknos Group
• APAC
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Guangzhou Jinwei Chemical Co., Ltd.
  • Helios Group
• MEASA
  • PPG Industries
  • BASF SE
  • Axalta Coating Systems
  • Sherwin-Williams
  • Nippon Paint Holdings Co., Ltd.
  • Kansai Paint Co., Ltd.
  • Hempel A/S
  • Berger Paints
  • Mido Coatings

Competitive Environment

• Number of Competitors
  • <50
• Competitive Factors
  • Price, product performance, technology, quality, distribution, brand recognition, customer service
• Key End-User Industry Verticals
  • OEMs, OEM aftermarket body shops, independent body shops, multi-shop operators (MSOs)
• Leading Competitors
  • PPG Industries, Axalta Coating Systems, BASF, AkzoNobel
• Other Notable Competitors
  • Nippon Paint Holdings Co., Ltd., The Sherwin-Williams Company, Kansai Paints, Hempel A/S, ROBERLO, LKQ Coatings, Rust-Oleum, Guangzhou Jinwei Chemical Co., Ltd.
• Distribution Structure
  • Direct sales, body shops, independent retailers, company-owned stores

Growth Drivers

• Growth in the production of CVs
• Vehicles getting slightly larger over time
• Increased use and development of higher-priced premium coating systems driving revenue growth

Growth Restraints

• Use of primer-less coatings and replacement of basecoat/clearcoat systems with monocoats contributing to the decline in coatings volume
• Rise in use of advanced coatings that require lower volumes of product usage
• Changing trends in substrates used in vehicles and the need for coating those surfaces
• Growth in pre-owned vehicles

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation

Growth Environment: Transformation in Coatings for On-Road CVs

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative
• The Impact of the Top 3 Strategic Imperatives on the On-Road CVs Coatings Ecosystem
• Key Competitors

Growth Generator in Coatings for On-Road CVs

• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by End-Use
• Volume Forecast by End-Use
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis
• Average Price Forecast
• Pricing Trends and Forecast Analysis
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Value Chain: OEM
• Value Chain: Refinish

Growth Generator: OEM

• Overview: OEM
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Forecast Consideration
• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by Chemistry
• Volume Forecast by Chemistry
• Revenue and Volume Forecast Analysis by Chemistry
• Revenue Forecast by Product
• Volume Forecast by Product
• Revenue and Volume Forecast Analysis by Product
• Revenue Forecast by Technology
• Volume Forecast by Technology
• Revenue and Volume Forecast Analysis Technology
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis by Region

Growth Generator: Refinish

• Overview: Refinish
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Forecast Consideration
• Growth Metrics
• Revenue and Volume Forecast
• Revenue and Volume Forecast Analysis
• Revenue Forecast by Chemistry
• Volume Forecast by Chemistry
• Revenue and Volume Forecast Analysis by Chemistry
• Revenue Forecast by Product
• Volume Forecast by Product
• Revenue and Volume Forecast Analysis by Product
• Revenue Forecast by Technology
• Volume Forecast by Technology
• Revenue and Volume Forecast Analysis Technology
• Revenue Forecast by Region
• Volume Forecast by Region
• Revenue and Volume Forecast Analysis by Region

Growth Opportunity Universe in Global CV Coatings Market

• Growth Opportunity 1: Helping the CV Industry Understand Its Entire Life Cycle Carbon Footprint
• Growth Opportunity 2: Offer Coatings in Line with Automotive Industry Dynamics
• Growth Opportunity 3: Developing Coatings Supporting Lightweight and Branded ECVs

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer