美國電動皮卡：市場佔有率分析、行業趨勢和統計數據、成長預測（2025-2030 年）

美國電動皮卡市場規模預計在 2025 年達到 194.2 億美元，到 2029 年將達到 569 億美元，預測期內（2025-2029 年）的複合年成長率為 30.84%。

隨著以環境為中心的商業目標不斷加強，純電動車將透過提供零排放和具有競爭力的成本來重新定義商用車隊。

• 2024年，美國環保署和國家公路交通安全管理局提案了SAFE（更安全、更經濟的省油汽車）法規，計劃於2021年至2026年實施。該法規對乘用車和輕型卡車的企業平均燃油經濟性和溫室氣體排放制定了標準。此外，零排放汽車（ZEV）計劃要求OEM銷售一定數量的清潔、零排放汽車，包括電動、混合動力汽車和燃料電池汽車。 ZEV 計畫的目標是到 2030 年道路上有 1,200 萬輛 ZEV。
• 由於擔心氣候變遷和城市污染，各大快遞公司正積極將車隊從燃氣動力車轉變為電動和低排放車。大型電子商務公司已經承諾全面實現其車輛電氣化。例如，聯邦快遞於 2021 年 3 月宣布了一項全球目標，即到 2025 年使其新採購的車輛中有 50% 為電動車，到 2030 年達到 100%。聯邦快遞的更廣泛目標是到 2040 年在全球範圍內實現碳中和營運，特別注重使其送貨車隊電氣化。
• 預計物流和電子商務行業的快速成長將推動對輕型商用車（LCV）的需求。 2021年，美國零售電商銷售額預計將達7,680億美元，高於2020年的約6,450億美元，與前一年同期比較增19.25%。預計 2022 年至 2028 年間，電動輕型商用車市場將以 4.8% 的複合年成長率成長。

美國電動皮卡市場趨勢

政府措施和不斷成長的需求推動美國電動車銷售繁榮

• 近年來，美國電動車（EV）的普及率一直呈現蓬勃發展之勢。這種成長是由於人們對電動車的認知不斷提高、對環境問題的日益關注以及政府監管的不斷加強。特別是2016年，加州推出了零排放汽車（ZEV）計劃，旨在減少二氧化碳排放，改善空氣品質。這項措施不僅推動了加州電動車的普及，也影響了其他州採取類似的零排放汽車法規。因此，2017 年至 2022 年間，電池式電動車(BEV) 的需求激增 634%。
• 美國對電動商用車的需求也在上升。電子商務行業的蓬勃發展、物流活動的增加以及政府對清潔交通的舉措等因素正在推動這一成長。紐約州州長於2021年9月簽署了一項重要措施—先進清潔卡車（ACT）法規。該法規設定的目標是到2035年使所有新型輕型汽車實現零排放，到2045年使中型和大型汽車實現零排放。受此影響，2022年美國電動商用車需求與前一年同期比較激增21%。
• 政府的回扣、補貼和戰略規劃等措施正在進一步支持全國範圍內的汽車電氣化。 2022年5月，拜登總統宣布了一項30億美元的計劃，旨在促進國內電池製造業的發展，以實現從燃氣驅動汽車向電動車的過渡。預計這項措施將顯著推動該國的電動車發展，尤其是在 2024 年至 2030 年期間，從而增加對電池組的需求。

美國電動皮卡產業概況

美國電動皮卡市場相當集中，前五大公司佔了 99.50% 的市佔率。市場的主要企業是：Canoo Inc.、福特汽車公司、通用汽車公司、Rivian Automotive Inc. 和豐田汽車公司（按字母順序排列）

其他福利

• Excel 格式的市場預測 (ME) 表
• 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 人口
• 人均GDP
• 消費者汽車支出（cvp）
• 通貨膨脹率
• 汽車貸款利率
• 共乘
• 電氣化的影響
• 電動車充電站
• 電池組價格
• 新款 Xev 車型發布
• 燃油價格
• OEM生產統計
• 法律規範
• 價值鍊和通路分析

第5章市場區隔

• 燃料類別
  • BEV
  • HEV
  • PHEV

第6章競爭格局

• 重大策略舉措
• 市場佔有率分析
• 商業狀況
• 公司簡介
  • Canoo Inc.
  • Ford Motor Company
  • General Motors Company
  • Lordstown Motors
  • MULLEN AUTOMOTIVE INC.（BOLLINGER MOTORS INC）
  • Ram Trucking, Inc.
  • Rivian Automotive Inc.
  • Toyota Motor Corporation

第7章：CEO面臨的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態（DRO）
• 資訊來源及延伸閱讀
• 圖片列表
• 關鍵見解
• 數據包
• 詞彙表

The United States Electric Pick-up Trucks Market size is estimated at 19.42 billion USD in 2025, and is expected to reach 56.9 billion USD by 2029, growing at a CAGR of 30.84% during the forecast period (2025-2029).

With eco-centric business objectives intensifying, BEVs, offering zero emissions and competitive costs, are set to redefine commercial vehicular fleets

• In 2024, the EPA and NHTSA in the United States proposed the Safer Affordable Fuel-Efficient (SAFE) vehicles rule, slated for implementation from 2021 to 2026. This rule is set to establish standards for corporate average fuel economy and greenhouse gas emissions for both passenger and light trucks. Additionally, the Zero Emission Vehicles (ZEV) program mandates OEMs to sell a specific number of clean and zero-emission vehicles, encompassing electric, hybrid, and fuel cell-powered options. The ZEV program has set a target of 12 million ZEVs on the road by 2030.
• Major delivery firms are actively transitioning their fleets from gas-powered vehicles to electric or low-emission alternatives, driven by concerns over climate change and urban pollution. Leading e-commerce players have already made commitments to fully electrify their fleets. For instance, in March 2021, FedEx unveiled its global goal of having 50% of newly procured vehicles be electric by 2025, with a plan to reach 100% by 2030. FedEx's broader ambition is to achieve carbon-neutral operations worldwide by 2040, with a particular focus on electrifying its pick-up and delivery vehicles.
• The surging growth of the logistics and e-commerce sectors is expected to drive up the demand for light commercial vehicles (LCVs). In 2021, retail e-commerce sales in the United States reached an estimated USD 768 billion, marking a year-on-year growth of 19.25% from around USD 645 billion in 2020. The market for electric LCVs is projected to witness a CAGR of 4.8% during 2022-2028.

United States Electric Pick-up Trucks Market Trends

Rapid growth in electric vehicle sales driven by government initiatives and increasing demand in the US

• The United States has witnessed a significant surge in the adoption of electric vehicles (EVs) in recent years. This uptick can be attributed to a heightened awareness of EVs, growing environmental concerns, and the implementation of government regulations. Notably, in 2016, California introduced the Zero-Emission Vehicle (ZEV) program aimed at curbing carbon emissions and improving air quality. This initiative has not only spurred the growth of electric cars within California but has also influenced other states to adopt similar ZEV regulations. Consequently, the nation saw a remarkable 634% surge in demand for battery electric vehicles (BEVs) from 2017 to 2022.
• The demand for electric commercial vehicles in the United States is also on the rise. Factors such as the booming e-commerce industry, increased logistics activities, and governmental initiatives for cleaner transportation have fueled this growth. In a significant move, the governor of New York signed the Advanced Clean Truck (ACT) Rule in September 2021. This rule sets a target for all new light-duty vehicles to be zero-emission by 2035 and the same for medium- and heavy-duty vehicles by 2045. As a result, the United States witnessed a 21% surge in demand for electric commercial vehicles in 2022 compared to the previous year.
• Governmental efforts, including rebates, subsidies, and strategic plans, are further bolstering the electrification of vehicles nationwide. In May 2022, President Biden unveiled a USD 3 billion plan to expedite domestic battery manufacturing, with the aim of transitioning gas-powered vehicles to electric ones. This push is expected to significantly boost electric mobility in the country, particularly during 2024-2030, thereby amplifying the demand for battery packs.

United States Electric Pick-up Trucks Industry Overview

The United States Electric Pick-up Trucks Market is fairly consolidated, with the top five companies occupying 99.50%. The major players in this market are Canoo Inc., Ford Motor Company, General Motors Company, Rivian Automotive Inc. and Toyota Motor Corporation (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Population
• 4.2 GDP Per Capita
• 4.3 Consumer Spending For Vehicle Purchase (cvp)
• 4.4 Inflation
• 4.5 Interest Rate For Auto Loans
• 4.6 Shared Rides
• 4.7 Impact Of Electrification
• 4.8 EV Charging Station
• 4.9 Battery Pack Price
• 4.10 New Xev Models Announced
• 4.11 Fuel Price
• 4.12 Oem-wise Production Statistics
• 4.13 Regulatory Framework
• 4.14 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Fuel Category
  • 5.1.1 BEV
  • 5.1.2 HEV
  • 5.1.3 PHEV

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 Canoo Inc.
  • 6.4.2 Ford Motor Company
  • 6.4.3 General Motors Company
  • 6.4.4 Lordstown Motors
  • 6.4.5 MULLEN AUTOMOTIVE INC. (BOLLINGER MOTORS INC)
  • 6.4.6 Ram Trucking, Inc.
  • 6.4.7 Rivian Automotive Inc.
  • 6.4.8 Toyota Motor Corporation

7 KEY STRATEGIC QUESTIONS FOR VEHICLES CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms