校車市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

校車市場預計將在 2021 年達到 39.5 億美元，未來五年的收入複合年增長率約為 6.59%。

該報告提供市場動態、最新趨勢、規模、份額、行業概況等。

COVID-19 大流行期間的製造停工、停工和貿易限制對校車行業產生了負面影響。 在大流行期間，世界各地的學校都關閉了，所有學校都遵循在家上學的模式。 因此，孩子們可以在家學習，不再需要交通工具去學校，不再需要新的校車。 這對校車市場產生了重大影響，該市場在 2020 年出現了兩位數的下滑。 此外，汽車生產的低迷和勞動力短缺對市場產生了重大影響。 在 COVID-19 病例較少的國家，隨著汽車銷量穩步上升和汽車製造商恢復運營，預計未來幾年市場將復蘇。 此外，製造商正在實施應急計劃以減輕未來業務的不確定性，以保持與汽車行業關鍵領域客戶的連續性。

從長遠來看，行業巨頭加大研發投入、電動校車銷量增加、兒童入學率增加，將導致校車銷量大幅增長，帶動汽車和交通運輸業，創造需求。

市場上的主要參與者正在擴大其生產能力，以滿足對電動液壓助力轉向系統不斷增長的需求。

主要亮點

• 2022 年 5 月，Thomas Built Buses 是北美最大的校車製造商之一，也是 Daimler Trucks North America 的子公司，其位於美國北卡羅來納州海波因特的 Saf-T-Liner C2 工廠將開始額外輪班. 該公司已宣布計劃在其生產基地創造 250 個新工作崗位。

北美有望成為全球最大的校車市場，因為它擁有完善的學校系統，校車最多用於通勤，校車製造商眾多。 亞太地區預計將成為世界第二大校車市場，原因是世界上入學兒童人數最多、主要巴士原始設備製造商的存在以及印度 Sarva Shiksha Abhiyan 等免費學校教育計劃。

校車市場趨勢

擴大電動校車銷售

政府鼓勵採用電動汽車和銷售電動汽車，油價上漲，污染程度上升，環保意識增強，運營成本低於內燃機車，歐洲、中國和印度等主要市場已宣布將禁止新的到 2035 年內燃機汽車的銷售，電氣化正在全球範圍內加速。

世界上超過 95% 的校車使用化石燃料，尤其是柴油。 大量研究表明，吸入柴油機尾氣會導致呼吸道疾病，這種疾病在小學通勤兒童中很普遍。 僅用電動公交車取代所有美國校車，每年平均可避免 530 萬噸溫室氣體排放。

電動公交車實現零排放，每年的運營成本幾乎是柴油公交車的一半。 在中國深圳，電動公交車的激勵措施已擴大到校車，預計它們將變得更加普及。 美國的加利福尼亞州和紐約州以及加拿大的魁北克省也正在測試和引入電動公交車，預計這將推動市場增長。 美國加州在採用電動校車方面處於領先地位。 例如：

• 2022 年 11 月：美國加利福尼亞州宣布追加投資 18 億美元用於該州的校車電動化。 迄今為止，該州已投資 12 億美元用於校車電氣化。

即使是在歐洲，歐盟委員會也宣布將從2035年開始在歐洲禁止銷售內燃機汽車，因此校車的電動化進程也在不斷推進。

• 2021 年 12 月，波蘭的 Patecznica、Dziatoszyce、Krasnopol、Przedecz 和 Troszyn 五個公社在“袋鼠”計劃下獲得了國家環境與水資源管理基金的資助，並建造了一所 Solaris 供電的電力學校。我訂購了一個公共汽車。 袋鼠：一條安全環保的學校路線計劃獲得了國家環境水資源管理基金的資助，用於購買一輛電動校車。

因此，校車的電氣化有望推動校車市場的增長。

北美在發展校車市場方面發揮著重要作用

在北美主要國家/地區，學校交通組織嚴密，並且已經運作了幾十年。 因此，需求在過去幾年保持穩定，預計未來五年也將保持穩定。

北美校車市場是一個綜合市場。 該地區的特點是存在也為其他國家提供服務的主要校車製造商。 Blue Bird Corporation、IC Bus 和 Thomas Built Buses Inc. 這三家公司預計將佔據主要市場份額。 其他主要公司有Collins Bus Corporation、Micro Bird 和Lion Electric 公司。 此外，公司正在將新功能引入其產品以增加其市場份額。

加拿大的校車在設計和學校使用上與美國的校車相似。 加拿大公交車的營銷方式也可能與美國不同。 例如，Bluebird All-American 在加拿大更名為 Bluebird TX3。 在加拿大，Microbird和Lion Electric是主要的校車製造商。

在墨西哥，除了黃色校車外，還有各種類型的公交車來接送學生。 根據載客量，也可使用貨車和小巴。 墨西哥主要從美國進口二手舊校車，但也有進口新校車用於學校運營。 墨西哥的校車市場還處於起步階段，在國內擁有生產工廠的廠商寥寥無幾。

市場預計將主要由主要電動校車製造商在該地區推出的新產品所推動。 例如：

• 2022 年 1 月，比亞迪在美國推出電動校車“Type A”。 該校車一次可搭載 30 名學生，配備 ADA（美國殘疾人法案）舉升門，可舉起 800 磅重物，一次充滿電可行駛 140 公裡。
• 2022 年 5 月，總部位於加拿大不列顛哥倫比亞省溫哥華的 Green Power Motors, Inc. 將面向美國市場推出名為“nano BEAST（電池電動汽車學校交通工具）”的 A 型電池電動學校。宣布公共汽車。

此外，亞太和歐洲的校車市場對上學兒童安全、安心的交通需求增加，中國和印度等市場有能力為孩子使用校車。由於負擔得起的父母的可支配收入增加，歐洲電動校車銷量增加，兒童入學率增加以及主要巴士製造商在這些市場的存在，預計市場將快速增長。

校車市場競爭對手分析

校車市場整合鬆散。 這個市場的特點是存在主要的全球和本地校車製造商，這些製造商也向其他國家/地區供貨。 該市場主要由美國、中國和印度的玩家主導。 這些公司還通過合資、併購、新產品發布和產品開發來擴大品牌組合併鞏固市場地位。

主導全球市場的主要參與者包括 Thomas Built Buses、Yutong Bus Co.、Tata Motors Ltd、Ashok Leyland Ltd 和 IC Bus。 主要參與者正在獲得大訂單並推出新產品，以確保市場地位並保持領先地位。 例如：

• 2022 年 4 月，全電動中型和重型卡車的領先製造商 Lion Electric Co. 宣布，它已收到魁北克 LIONC 細分市場的 50 輛全電動校車訂單。
• 2022 年 9 月，倫敦德懷特學校與全球智能公交運輸公司 Zeelo 合作推出了電動校車服務。 該計劃預計每年可將倫敦德懷特學校的碳足跡減少 33%。
• 2022 年 5 月，First Student 使用從 Lion Electric Company 採購的巴士將電動校車引入其網絡。 First Student 的目標是最終在網絡中擁有 250 輛電動校車。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查先決條件
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

• 市場驅動力
• 市場製約因素
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分（金額：十億美元）

• 按動力總成類型
  • 電動汽車
  • 混合型
• 按容量設計類型
  • 類型A
  • B型
  • C型
  • D型
• 按地區列出
  • 北美
    • 美國
    • 加拿大
    • 墨西哥
    • 其他北美地區
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 俄羅斯
    • 西班牙
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 其他亞太地區
  • 世界其他地方
    • 南美洲
    • 中東

第六章競爭格局

• 供應商市場份額
• 公司簡介
  • Thomas Built Buses Inc.
  • Collins Bus Corporation
  • IC Bus（Navistar International Corporation）
  • Blue Bird Corporation
  • Lion Electric Company
  • Yutong Buses Co. Ltd
  • Anhui Ankai Automobile
  • JCBL Limited
  • Tata Motors

第七章市場機會與未來趨勢

The school bus market was valued at USD 3.95 billion in 2021, and it is expected to register at a CAGR of over 6.59% in terms of revenue in the next five years. The report also offers the market dynamics, latest trends, size, share, and industry overview.

Manufacturing shutdowns, lockdowns, and trade restrictions during the COVID-19 pandemic negatively affected the school bus industry. During the pandemic, schools were closed across the world, and the homeschooling model was followed by all the schools. This eliminated the need for new school buses since children studied from their homes and needed no transport to go to their schools. This impacted the school bus market massively, registering double-digit declines in 2020. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. As automotive manufacturers resumed operations due to steadily rising automobile sales in countries with a limited number of COVID-19 cases, the market is likely to recover in the next few years. Furthermore, the manufacturers are implementing contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry.

Over the long term, increasing investments in R&D by major industry players, a rise in sales of electric school buses, and increasing enrolment of children in schools have been creating demand in the automotive and transportation industry with a surge in sales of school buses.

Key players in the market are expanding their production capacity to cater to the increased demand for electro-hydraulic power steering systems. For instance,

Key Highlights

• In May 2022, Thomas Built Buses, one of the largest school bus manufacturers in North America and a subsidiary of Daimler Truck North America, announced its plan to start an additional shift at its Saf-T-Liner C2 Plant in High Point, North Carolina, United States, adding new 250 jobs at the same manufacturing site.

North America is predicted to be the largest market in the world for school buses due to the the extensive and well-developed school system, where school buses are the most preferred mode of transport for going to school, and the presence of many school bus manufacturers.

Asia-Pacific is projected to be the second-largest market for school buses in the world because of the largest school-going children population in the world, the presence of large bus OEMs, and free school education schemes like Sarva Shiksha Abhiyan in India.

School Bus Market Trends

Growing Sales of Electric School Buses

Electromobility is gaining pace across the world due to the government incentives provided to the adoption of electromobility and sales of electric vehicles, rising oil prices, increasing pollution levels, growing environmental consciousness, lower operating costs than ICE mobility, and announcements by various major markets like Europe, China, and India to ban new sales of IC engine vehicles by 2035.

More than 95% of school buses worldwide run on fossil fuels, especially diesel. Numerous studies show that inhaling diesel exhaust causes respiratory diseases, which are seen widely in children, who are the main commuters. Replacing all the school buses only in the United States with electric buses would avoid an average of 5.3 million tons of greenhouse gas emissions each year.

Electric buses give out zero emissions, and their annual operating cost is almost half of a diesel bus. In Shenzhen, China, it is expected that the incentives for electric transit buses will also be extended to school buses, thus increasing their adoption. A few states in the United States, such as California and New York, and Quebec in Canada, are also testing and adopting electric buses, which is expected to drive the growth of the market. The state of California in the United States is at the forefront of the adoption of electric school buses. For instance,

• November 2022: The state of California, in the United States, announced the investment of another USD 1.8 billion in the electrification of school buses in the state. The state has spent USD 1.2 billion on the electrification of school buses so far.

Electrification of school buses in Europe is also rising due to the announcement of the European Commission to ban the sales of IC engine vehicles in Europe from 2035. For instance,

• December 2021: Five communes of Patecznica, Dziatoszyce, Krasnopol, Przedecz, and Troszyn in Poland ordered Solaris electric school buses since they received funds from National Fund for Environment and Water Management under the program "Kangaroo: A Safe and Environmentally Friendly Way to School" for purchasing electric school buses.

Thus electrification of school buses is anticipated to drive the growth of the school bus market.

North America to Play Key Role in the Development of the School Bus Market

In major North American countries, school transport is very organized and has been active for many decades. Hence, the demand has been stable for the past few years and is expected to be similar for the next five years.

The market for school buses in North America is a consolidated one. The region is characterized by the presence of major school bus manufacturers who also cater to other countries. Blue Bird Corporation, IC Bus, and Thomas Built Buses Inc. are the three major players who are expected to occupy a major share of the market. Other major companies are Collins Bus Corporation, Micro Bird, and Lion Electric company. Moreover, companies are introducing new features in their products to increase their market share.

Canadian school buses are more or less similar to their US counterparts both in terms of design and usage by school systems. Buses are sometimes marketed to customers in Canada differently than in the United States. For instance, the Blue Bird All-American was rebadged as the Blue Bird TX3 in Canada. Micro Bird and Lion Electric Company are the major school bus manufacturers in Canada.

In Mexico, along with the yellow school buses, various other types of buses are used for student transport. Depending on capacity needs, vans and minibusses are also used. Mexico mainly imports used, and old school buses from the United States, but some newer ones are also imported and used for school services. The school bus market is still in the nascent stage in Mexico, with very few manufacturers having a production plant in the country.

The market is expected to be driven mainly by the new launches in the region by major electric school bus manufacturers. For instance,

• In January 2022, BYD introduced its Type A electric school bus in the United States. The bus can seat 30 students at a time and can be equipped with an ADA (American Disability Act) liftgate capable of lifting up to 800 pounds and can travel 140 km on a single, full charge.
• In May 2022, Greenpower Motor Co., based in Vancouver, British Columbia, Canada, unveiled a new Type A battery electric school bus named Nano BEAST (Battery Electric Automotive School Transportation) for the US market.

The market for school buses in Asia-Pacific and Europe is also expected to grow rapidly due to the growing demand for safe and secure transportation for school-going children, rising disposable incomes of parents in markets like China and India who now can afford school bus services for their children, rising sales of electric school buses in Europe, increasing enrolment of children in schools, and the presence of large bus manufacturers in these markets.

School Bus Market Competitor Analysis

The school bus market is moderately consolidated. The market is characterized by the presence of major global and local school bus manufacturers who also cater to other countries. The market is mainly dominated by players based in the United States, China, and India. These players also engage in joint ventures, mergers and acquisitions, new product launches, and product development to expand their brand portfolios and cement their market positions.

Some of the major players dominating the global market are Thomas Built Buses, Yutong Bus Co., Tata Motors Ltd, Ashok Leyland Ltd, and IC Bus. Key players are engaging in securing large orders as well as launching new products to secure their market position and stay ahead of the market curve. For instance,

• In April 2022, Lion Electric Company, a leading all-electric medium and heavy truck manufacturer, announced that it had received an order for 50 all-electric school buses of the LIONC segment for the province of Quebec.
• In September 2022, Dwight School London introduced electric school bus services in partnership with the global smart bus transport company Zeelo. The initiative is expected to reduce the carbon emissions of Dwight School London by as high as 33% annually.
• In May 2022, First Student introduced electric school buses in its network with the buses procured from Lion Electric Company. First Student aims to induct 250 electric school buses into its network eventually.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (VALUE IN USD BILLION)

• 5.1 By Power-train Type
  • 5.1.1 Electric
  • 5.1.2 Hybrid
• 5.2 By Capacity Design Type
  • 5.2.1 Type A
  • 5.2.2 Type B
  • 5.2.3 Type C
  • 5.2.4 Type D
• 5.3 By Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Mexico
    • 5.3.1.4 Rest of North America
  • 5.3.2 Europe
    • 5.3.2.1 Germany
    • 5.3.2.2 United Kingdom
    • 5.3.2.3 France
    • 5.3.2.4 Russia
    • 5.3.2.5 Spain
    • 5.3.2.6 Rest of Europe
  • 5.3.3 Asia-Pacific
    • 5.3.3.1 China
    • 5.3.3.2 India
    • 5.3.3.3 Japan
    • 5.3.3.4 South Korea
    • 5.3.3.5 Rest of Asia-Pacific
  • 5.3.4 Rest of the World
    • 5.3.4.1 South America
    • 5.3.4.2 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 Thomas Built Buses Inc.
  • 6.2.2 Collins Bus Corporation
  • 6.2.3 IC Bus (Navistar International Corporation)
  • 6.2.4 Blue Bird Corporation
  • 6.2.5 Lion Electric Company
  • 6.2.6 Yutong Buses Co. Ltd
  • 6.2.7 Anhui Ankai Automobile
  • 6.2.8 JCBL Limited
  • 6.2.9 Tata Motors

7 MARKET OPPORTUNITIES AND FUTURE TRENDS