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市場調查報告書
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1851618

東協商用車：市場佔有率分析、產業趨勢、統計數據和成長預測（2025-2030 年）

ASEAN Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年，東協商用車市場規模將達到 471.3 億美元，到 2030 年將達到 628.7 億美元，複合年成長率為 5.93%。

東協商用車市場-IMG1

基礎設施投資的激增、跨境貿易的快速數位化以及汽車電氣化的加速發展，正將該地區打造成為生產和消費的關鍵樞紐。區域海關協調正在縮短邊境通關時間，電子商務平台正在重塑「最後一公里」配送模式，從而提振對靈活緊湊型車型的需求。同時，成員國正在收緊排放法規，以符合歐VI標準，並加快動力傳動系統升級。中國汽車製造商正在深化本土化，利用成本優勢和東協內部零關稅貿易，削弱日本品牌長期以來的主導地位。

東協商用車市場趨勢與洞察

電子商務蓬勃發展與最後一公里物流

線上零售的爆炸性成長正在重塑運輸格局，車隊營運商更傾向於選擇能夠在擁擠的城市中心穿梭的緊湊型貨車、皮卡和摩托車貨運車輛。快遞網路計劃在2024年將其在泰國的服務網點數量加倍，凸顯了營運商縮短履約時間的迫切性。配備模組化貨廂的專用電動輕型卡車正日益普及，尤其是在柴油車輛使用受限的地區。叫車平台與當地組裝合作，打造售價低於1000美元的可更換電池摩托車，從而減少車輛閒置時間並延長使用壽命。隨著社交電商平台處理生鮮食品的能力不斷提升，市場需求正轉向溫控微型配送單元。總而言之，這些變化正在推動輕型商用車平台採購量的成長，並為能夠最佳化多點配送路線的遠端資訊處理供應商創造了機會。

大型企劃儲備

泰國、印尼、馬來西亞和越南計劃在2035年投資超過43兆美元用於公路和橋樑項目，佔亞太地區交通運輸投資總額的63%。高速公路升級和採石場擴建帶動了對傾卸式卡車、混凝土攪拌機和大型礦用車輛的即時訂單。林查班港和巴生港周邊以港口為中心的物流走廊的興起也促進了貨櫃牽引車的需求。雖然計劃核准為穩定基準奠定了基礎，但土地徵用和資金限制導致的延誤造成了季度需求波動，迫使整車製造商（OEM）推行模組化車身方案和靈活的輪班模式。隨著車隊所有者將車輛運作置於購置成本之上，動力傳動系統耐久性解決方案和現場維護服務供應商有望從中受益。

更嚴格的歐6等效標準

泰國將於2024年1月開始實施歐盟5柴油排放標準，並承諾最遲於2030年達到歐盟6標準。雖然環保效益顯而易見，但升級將使引擎和廢氣後處理成本增加15%至20%，擠壓小批量組裝的淨利率。各成員國柴油燃料含硫量的差異也使合規變得更加複雜，並延長了認證週期。擁有選擇性催化還原（SCR）技術的整車製造商（OEM）將迎來銷售成長，但規模較小的公司則面臨市場佔有率下降的風險，因為資本投資需求超過了其資產負債表的承受能力。

細分市場分析

受宅配業務成長動能和政府對重型柴油車的限制措施推動，輕型商用車預計在2024年將佔據東協商用車市場56.25%的佔有率。預計到2030年，該細分市場的收入將以每年6.78%的速度成長，超過整體市場細分的成長速度。中國競爭者推出的純電動皮卡價格比同類產品低20%，而日本老牌廠商則以輕混升級版車款回應。都市區集散中心的激增，尤其是在曼谷和胡志明市，正在推動對配備原廠貨架和車載資訊系統的廂型車的需求。

中型卡車主要服務於建築物流和廢棄物等細分市場，依靠最佳化的扭力曲線和自動變速箱來避開交通堵塞。重型牽引車仍然是東協內部貨運的關鍵，但隨著鐵路當地線路的日益普及，其成長速度將會放緩。因此，那些致力於輕量化複合材料和空氣動力學最佳化的底盤製造商，將在注重燃油效率、尋求快速投資回報的車隊中獲得競爭優勢。

到2024年，內燃機將佔東協商用車市場規模的94.26%，但隨著政策獎勵的訂定，其佔有率將有所下降。純電動車的市佔率預計將從較低的基數加倍，到2030年將達到10.23%的複合年成長率。泰國的EV3.5計畫將透過免徵消費稅和降低​​整車製造商的到岸成本來加速電動車產品線的更新。印尼雄心勃勃地計劃在2030年實現60萬輛電動車的保有量，這一目標正在刺激供應商提供與國內豐富的鎳資源相關的融資方案。

插電式混合動力汽車是獲得低碳增程解決方案優惠關稅的橋樑。燃料電池原型車已在跨境航運試驗中亮相，主要在馬來西亞和新加坡之間，利用了與港口當局合作開發的短途氫能通道。對於繼續使用內燃機汽車的客戶而言，符合歐盟VI排放標準的硬體以及與合成柴油的兼容性是其賣點。

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 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 電子商務蓬勃發展與最後一公里物流
    • 大型企劃儲備
    • 東協內部貿易成長
    • 中國電動車和商用車OEM廠商的本土化
    • 低溫運輸需求快速成長
    • 碳權額度和綠色車隊監管
  • 市場限制
    • 更嚴格的歐6等效標準
    • 電動車-商用車充電與總擁有成本障礙
    • 先進分段式動力傳動系統系統的售後服務
    • 小型企業信貸緊縮導致車隊更新受阻
  • 價值/供應鏈分析
  • 監管環境
  • 技術展望
  • 波特五力模型
    • 供應商的議價能力
    • 買方的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭

第5章 市場規模與成長預測

  • 按車輛類型
    • 輕型商用車
    • 中型商用車
    • 大型商用車輛
  • 透過推廣
    • 內燃機
    • 電池電動車
    • 插電式混合動力電動車
    • 燃料電池電動車
  • 按最終用途
    • 物流與電子商務配送
    • 建築和採礦
    • 農業和林業
    • 公共運輸（巴士和長途汽車）
    • 公共產業和市政服務
  • 依體型（新增）
    • 剛性卡車和廂型車
    • 聯結車
    • 公車和長途客車
    • 翻斗車傾卸
    • 冷資料儲存
  • 按國家/地區
    • 印尼
    • 泰國
    • 越南
    • 馬來西亞
    • 菲律賓
    • 新加坡
    • 其他東南亞國協

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Isuzu Motors
    • AB Volvo
    • Toyota Motor Corporation
    • Ford Motor Company
    • UD Trucks
    • Iveco Group
    • Tata Motors
    • BYD Auto
    • Chery Commercial Vehicles
    • Foton Motor
    • Dongfeng Trucks
    • MAN Truck & Bus
    • Daimler Truck（Mitsubishi Fuso & Mercedes-Benz Trucks）
    • Hyundai Motor Company
    • Ashok Leyland
    • Suzuki Motor

第7章 市場機會與未來展望

簡介目錄
Product Code: 61499

The ASEAN commercial vehicles market is valued at USD 47.13 billion in 2025 and is forecast to reach USD 62.87 billion by 2030, reflecting a 5.93% CAGR.

ASEAN Commercial Vehicles - Market - IMG1

Surging infrastructure spending, the rapid digitalization of cross-border trade, and accelerating fleet electrification position the region as a pivotal production and consumption hub. Regional customs harmonization trims border-crossing times, while e-commerce platforms reconfigure last-mile distribution patterns and lift demand for agile light-duty models. Simultaneously, member states tighten emissions rules in line with Euro VI, prompting accelerated powertrain upgrades. Chinese OEMs deepen localization, leveraging cost advantages and tariff-free intra-ASEAN trade to erode the dominance of long-entrenched Japanese brands.

ASEAN Commercial Vehicles Market Trends and Insights

E-commerce Boom and Last-Mile Logistics

Explosive online retail growth has redrawn shipment profiles, pushing fleet operators to favour compact vans, pickups, and two-wheeler cargo carriers that can slip through congested urban cores. Courier networks doubled service points across Thailand during 2024, underscoring operators' urgency to narrow fulfilment windows. Purpose-built electric light trucks featuring modular cargo bays are gaining traction, especially where access restrictions penalise diesel vehicles. Partnerships between ride-hailing platforms and local assemblers have yielded sub-USD 1,000 battery-swappable motorbikes that cut idle time and extend asset life. Demand also tilts toward temperature-controlled micro-delivery units as social-commerce platforms heighten fresh-food throughput. Collectively, these shifts amplify procurement of light commercial platforms and open opportunities for telematics suppliers that can optimise multi-drop routing.

Infrastructure Mega-Projects Pipeline

Across Thailand, Indonesia, Malaysia, and Vietnam, more than USD 43 trillion in road and bridge spending is earmarked through 2035, equal to 63% of Asia-Pacific transport allocations. Highway upgrades and quarry expansions lift immediate orders for tipper trucks, concrete mixers, and heavy-duty mining haulers. Port-centric logistics corridors spawning around Laem Chabang and Klang also boost container tractors. While project approvals create a steady baseline, delays tied to land acquisition or fiscal constraints introduce quarterly demand swings that compel OEMs to pursue modular body programmes and flexible shift patterns. Suppliers of drivetrain durability solutions and on-site maintenance services benefit as fleet owners prioritise uptime over outright acquisition cost.

Stricter Euro VI-Equivalent Standards

Thailand enforced Euro 5 diesel specifications in January 2024 and signalled Euro VI compliance no later than 2030, moves mirrored by Cambodia and the Philippines. While environmental gains are clear, the upgrades inflate engine and exhaust-after-treatment costs by 15-20%, squeezing margins for low-volume assemblers. Disparities in diesel sulphur content across member states complicate calibration work, lengthening homologation cycles. OEMs with selective catalytic reduction portfolios stand to gain volume, but smaller players risk exit as capital-expenditure demands outstrip balance-sheet capacity.

Other drivers and restraints analyzed in the detailed report include:

  1. Intra-ASEAN Trade Growth
  2. Localization by Chinese EV-CV OEMs
  3. Cold-Chain Demand Surge
  4. EV-CV Charging & TCO Barrier

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Light commercial vehicles held 56.25% of ASEAN commercial vehicles market share in 2024, buoyed by parcel-delivery momentum and municipal restrictions on heavy diesels. Segment revenue is projected to compound at 6.78% annually through 2030, outpacing the broader ASEAN commercial vehicles market. Chinese challengers introduce battery-electric pickups that undercut traditional offerings by 20%, while Japanese incumbents counter with mild-hybrid upgrades. Urban consolidation centres proliferate around Bangkok and Ho Chi Minh City, catalysing demand for panel vans equipped with factory-fitted shelving and telematics bundles.

The medium-duty cohort serves construction logistics and waste-management niches, relying on improved torque curves and automated transmissions to navigate congestion. Heavy-duty tractors remain vital for intra-ASEAN freight corridors, yet their growth moderates as rail pipelines gain traction on mainland routes. Consequently, chassis makers exploring lightweight composites and aerodynamics enhancements secure competitive advantage in fuel-efficiency-obsessed fleets seeking quick returns on capital.

Internal-combustion engines represent 94.26% of the ASEAN commercial vehicles market size in 2024, but their share erodes as policy incentives tilt fleet economics. Battery-electric models, starting from a low base, are expected to post a 10.23% CAGR to 2030, doubling their contribution within the ASEAN commercial vehicles market. Thailand's EV3.5 scheme grants excise waivers that reduce OEM landed costs, accelerating model-line additions. Indonesia's aspirational target of 600,000 electric vehicles by 2030 stimulates vendor finance packages tied to nickel-rich domestic battery supply.

Plug-in hybrids occupy a bridging role where duty concessions favour low-carbon yet range-extending solutions. Fuel-cell prototypes surface mainly in cross-border haulage pilots between Malaysia and Singapore, leveraging short hydrogen corridors co-developed with port authorities. For ICE holdouts, Euro VI hardware and synthetic-diesel compatibility become selling points as customers weigh future resale value against near-term capital outlay.

The ASEAN Commercial Vehicles Market Report is Segmented by Vehicle Type (Light Commercial Vehicles, Medium-Duty Commercial Vehicles, and More), Propulsion (Internal Combustion Engine, Battery Electric Vehicle, and More), Application (Logistics and E-Commerce Delivery, and More), Body Configuration (Rigid Truck and Van, and More) and by Country. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

List of Companies Covered in this Report:

  1. Isuzu Motors
  2. AB Volvo
  3. Toyota Motor Corporation
  4. Ford Motor Company
  5. UD Trucks
  6. Iveco Group
  7. Tata Motors
  8. BYD Auto
  9. Chery Commercial Vehicles
  10. Foton Motor
  11. Dongfeng Trucks
  12. MAN Truck & Bus
  13. Daimler Truck (Mitsubishi Fuso & Mercedes-Benz Trucks)
  14. Hyundai Motor Company
  15. Ashok Leyland
  16. Suzuki Motor

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions & Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 E-Commerce Boom and Last-Mile Logistics
    • 4.2.2 Infrastructure Mega-Projects Pipeline
    • 4.2.3 Intra-ASEAN Trade Growth
    • 4.2.4 Localization by Chinese EV-CV OEMs
    • 4.2.5 Cold-Chain Demand Surge
    • 4.2.6 Carbon-Credit and Green-Fleet Mandates
  • 4.3 Market Restraints
    • 4.3.1 Stricter Euro VI-Equivalent Standards
    • 4.3.2 EV-CV Charging and TCO Barrier
    • 4.3.3 Fragmented Advanced-Powertrain After-Sales
    • 4.3.4 SME Credit Tightening for Fleet Renewal
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts (Value (USD), Volume (Units))

  • 5.1 By Vehicle Type
    • 5.1.1 Light Commercial Vehicles
    • 5.1.2 Medium-Duty Commercial Vehicles
    • 5.1.3 Heavy-Duty Commercial Vehicles
  • 5.2 By Propulsion
    • 5.2.1 Internal Combustion Engine
    • 5.2.2 Battery Electric Vehicle
    • 5.2.3 Plug-in Hybrid Electric Vehicle
    • 5.2.4 Fuel Cell Electric Vehicle
  • 5.3 By Application / End-Use
    • 5.3.1 Logistics and E-commerce Delivery
    • 5.3.2 Construction and Mining
    • 5.3.3 Agriculture and Forestry
    • 5.3.4 Public Transportation (Bus & Coach)
    • 5.3.5 Utilities and Municipal Services
  • 5.4 By Body Configuration (NEW)
    • 5.4.1 Rigid Truck and Van
    • 5.4.2 Tractor-Trailer
    • 5.4.3 Bus and Coach
    • 5.4.4 Tipper and Dump
    • 5.4.5 Refrigerated
  • 5.5 By Country
    • 5.5.1 Indonesia
    • 5.5.2 Thailand
    • 5.5.3 Vietnam
    • 5.5.4 Malaysia
    • 5.5.5 Philippines
    • 5.5.6 Singapore
    • 5.5.7 Rest of the ASEAN Countries

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
    • 6.4.1 Isuzu Motors
    • 6.4.2 AB Volvo
    • 6.4.3 Toyota Motor Corporation
    • 6.4.4 Ford Motor Company
    • 6.4.5 UD Trucks
    • 6.4.6 Iveco Group
    • 6.4.7 Tata Motors
    • 6.4.8 BYD Auto
    • 6.4.9 Chery Commercial Vehicles
    • 6.4.10 Foton Motor
    • 6.4.11 Dongfeng Trucks
    • 6.4.12 MAN Truck & Bus
    • 6.4.13 Daimler Truck (Mitsubishi Fuso & Mercedes-Benz Trucks)
    • 6.4.14 Hyundai Motor Company
    • 6.4.15 Ashok Leyland
    • 6.4.16 Suzuki Motor

7 Market Opportunities & Future Outlook