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市場調查報告書
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1937354

東協電動車：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

ASEAN Electric Vehicle - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計東協電動車市場將從 2025 年的 45.5 億美元成長到 2026 年的 59.9 億美元，並預計到 2031 年將達到 235.8 億美元，2026 年至 2031 年的複合年成長率為 31.55%。

東協電動車市場-IMG1

這一成長軌跡得益於政府積極的激勵措施、豐富的鎳蘊藏量支撐著本地電池供應鏈，以及公共和私人充電基礎設施的快速發展。泰國的電動車3.5補貼計畫、印尼的豪華車稅收豁免政策以及越南的多年註冊費豁免政策，在擴大消費者購買電動車的同時，也鼓勵汽車製造商在本地生產。中國汽車製造商正透過積極的定價策略和領先生產投資搶佔市場佔有率，而日本、韓國和區域品牌也在加速推進其市場擴張策略。東協電網的併網計畫以及摩托車電池更換生態系統的發展，正在為服務、軟體和二手電池等領域開闢新的收入來源。

東協電動車市場趨勢與洞察

政府採購支援和消費稅收優惠政策優惠

積極的財政政策正在推動東協電動車市場快速普及。泰國實施了一項340億泰銖的補貼計劃，要求電動車在當地組裝。印尼也採取了類似的政策，對電動車免徵0%的奢侈品稅和1%的增值稅，直至2025年。越南已將註冊費免稅期延長至2027年，馬來西亞則計劃透過降低購置稅和免進口關稅，到2030年實現電動車銷量佔比達到20%。菲律賓的《電動車產業發展法》規定，政府和企業車隊中必須有5%的車輛為電動車，並透過免稅進口進一步降低在地採購成本。這些協調一致的措施促進了泰國電動車銷量的成長，並推動了越南電動機車銷量的激增。

促進原始設備製造商本地化的舉措

東協電動車市場正從進口主導模式轉向本地化生產和供應模式。比亞迪投資10億美元在印尼建設的工廠計劃於2025年底運作，年產能將達到15萬輛；現代汽車在雅加達附近投資15.5億美元建設的工廠也將新增25萬輛的產能。泰國已獲得來自中國汽車製造商超過30億美元的投資承諾，其中長城汽車和奇瑞汽車領先。 VinFast的國際擴張計畫包括在印尼和印度新建生產線；吉利汽車透過與印尼漢達爾汽車公司（PT Handal Indonesia Motor）的合資企業，計畫在三年內新增100家零售店。這些工廠將滿足日益成長的在地採購需求，降低物流成本，並為建立涵蓋電池、電力電子和軟體等零件的生態系統奠定基礎。

與內燃機車輛的零售價格差異

在東協地區，入門級電動車的價格通常是同級內燃機車型的兩倍，這限制了其在大眾市場的普及。印尼在2025年上半年的銷售量激增了267%，但市場滲透率僅9.1%。這是由於較高的殘值讓注重成本的消費者望而卻步。在泰國，隨著獎勵的減少，豪華車細分市場的需求放緩，凸顯了市場對補貼取消的需求彈性。儘管貨運業者指出中型卡車的初始成本較高，但電池更換試點計畫表明，其生命週期成本可以降低30%至40%。本地生產的電池組以及新建區域工廠帶來的規模經濟效益對於持續降低價格至關重要。

細分市場分析

2025年，乘用車將佔東協電動車市場的46.55%，而越南電動摩托車銷量在2025年上半年出現激增，這主要得益於VinFast平台國內銷量成長488%。摩托車和三輪車正在改寫成長格局，預計到2031年將達到32.40%的複合年成長率。印尼和泰國也透過免除停車費和牌照費等共享出行激勵措施，複製了類似的成長勢頭。輕型商用車市場正在蓬勃發展，電子商務配送車輛的燃油成本可節省20-30%，這推動了物流業者的電氣化轉型。中型和重型卡車的發展相對滯後，仍在等待高密度電池的廣泛應用以及能夠抵消初期成本差異的財政措施。

都市區配送騎士稱讚換電網路的便利性，充電時間縮短至兩分鐘以內。越南的目標是到2030年實現100萬輛零排放二輪車上路，這一目標與河內市的擁擠費豁免政策相輔相成。新加坡已開始試行電動車調度許可證制度，優先保障排放排放車輛在高密度機場候車區行駛，進而改善駕駛人的經濟狀況。巴士和長途客車也受惠於當地的採購目標，新加坡的目標是到2030年實現50%的巴士電動化，而越南義安省則計劃從2025年起全面實現更多車輛的電動化。這些政策正在加速東協電動車市場的模式多元化發展。

到2025年，電池式電動車（BEV）將佔東協電動車市場85.70%的佔有率，並且是大多數汽車製造商（OEM）2031年發展藍圖的基石。電池價格下降、能量密度提高以及充電基礎設施的擴展正在增強消費者的信心。插電式混合動力汽車（混合動力汽車。

燃料電池電動車將小規模規模成長，並在2026年至2031年間實現38.90%的最高複合年成長率。印尼國營電力公司（PLN）將於2024年在雅加達開設該地區首個加氫站，並計畫興建22座綠色氫氣工廠，年產能達203噸。新加坡正在港口附近的專用車道上進行氫燃料公車試驗，馬來西亞國家石油公司（Petronas）正在評估用於商用車的藍氫混合燃料。一個東協範圍內的工作小組正在製定燃料電池安全標準，旨在符合聯合國第134號法規，這是大規模進口的先決條件。這種技術多樣性有助於保護東協電動車市場免受原料價格波動的影響。

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
    • 政府採購及消費稅收優惠政策優惠
    • 促進原始設備製造商本地化的舉措
    • 快速部署直流快速充電走廊
    • 高鎳電池的供應優勢
    • 電動車跨境零關稅貿易
    • 擴大摩托車電池更換生態系統
  • 市場限制
    • 與內燃機（ICE）的價格差異與比較
    • 主要城市以外地區缺乏充電基礎設施
    • 電力系統不穩定和尖峰負載削減
    • 不同文化對柴油皮卡的偏好
  • 價值/供應鏈分析
  • 監管環境
  • 技術展望
  • 波特五力模型
    • 新進入者的威脅
    • 買方和消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭

第5章 市場規模及成長預測（價值（美元）及銷售量（單位））

  • 按車輛類型
    • 二輪車和三輪車
    • 搭乘用車
    • 輕型商用車
    • 中型和重型商用車輛
    • 公車和長途客車
  • 透過驅動系統
    • 電池式電動車（BEV）
    • 插電式混合動力電動車（PHEV）
    • 燃料電池電動車（FCEV）
    • 混合動力電動車（HEV）
  • 按電荷等級
    • 交流慢充/2級
    • 直流快速充電（50kW 或以上）
  • 按最終用戶類型
    • 適用於個人/家庭
    • 商用車輛/物流
    • 政府和公共交通
  • 按國家/地區
    • 印尼
    • 泰國
    • 馬來西亞
    • 越南
    • 菲律賓
    • 新加坡
    • 緬甸
    • 柬埔寨
    • 寮國
    • 汶萊

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
    • BYD Co. Ltd.
    • SAIC Motor/MG Motor
    • Hyundai Motor Company
    • Toyota Motor Corporation
    • Honda Motor Co., Ltd.
    • Mitsubishi Motors Corporation
    • Nissan Motor Corporation
    • VinFast Auto Ltd.
    • Wuling Motors
    • Great Wall Motor
    • GAC Aion
    • Chery Automobile
    • Tesla Inc.
    • BMW Group
    • Mercedes-Benz Group
    • Kia Corp.
    • Isuzu Motors
    • BAIC Group
    • Stellantis NV
    • UD Trucks

第7章 市場機會與未來展望

簡介目錄
Product Code: 70820

The ASEAN electric vehicle market is expected to grow from USD 4.55 billion in 2025 to USD 5.99 billion in 2026 and is forecast to reach USD 23.58 billion by 2031 at 31.55% CAGR over 2026-2031.

ASEAN Electric Vehicle - Market - IMG1

Spirited government incentives, abundant nickel reserves that underpin local battery supply chains, and the rapid build-out of public and private charging infrastructure anchor this trajectory. Thailand's EV3.5 subsidy program, Indonesia's luxury-tax exemptions, and Vietnam's multi-year registration-fee waivers widen consumer access while compelling original-equipment manufacturers (OEMs) to localize production. Chinese automakers leverage aggressive pricing and early-mover manufacturing investments to dominate early market share positions while Japanese, Korean, and regional brands accelerate catch-up strategies. Grid integration initiatives under the ASEAN PowerGrid and maturing battery-swap ecosystems for two-wheelers open fresh revenue pools across services, software, and second-life battery streams.

ASEAN Electric Vehicle Market Trends and Insights

Government Purchase and Excise-Tax Incentives

Aggressive fiscal programs underpin early adoption across the ASEAN electric vehicle market. Thailand channels 34 billion baht in subsidies that require local assembly for eligibility, a policy mirrored by Indonesia's 0% luxury tax and 1% VAT on battery electric vehicles through 2025. Vietnam has extended registration-fee exemptions until 2027, while Malaysia targets a 20% EV sales mix by 2030 via purchase-tax relief and import-duty waivers. The Philippines mandates a 5% EV share in government and corporate fleets under the Electric Vehicle Industry Development Act, further reducing landed costs through zero-tariff imports. These coordinated instruments have lifted Thailand's EV sales and turbocharged Vietnam's electric-motorcycle sales volumes.

OEM Localization Commitments

The ASEAN electric vehicle market is shifting from import-led to locally manufactured supply. BYD's USD 1 billion Indonesian hub coming online in late 2025 will produce 150,000 vehicles annually, while Hyundai's USD 1.55 billion complex near Jakarta adds 250,000-unit capacity. Thailand has secured over USD 3 billion in Chinese OEM pledges, anchored by Great Wall Motor and Chery. VinFast's outward expansion includes new lines in Indonesia and India, and Geely enters via a joint venture with PT Handal Indonesia Motor to scale 100 retail outlets in three years. These factories meet rising local-content thresholds, compress logistics costs, and seed component ecosystems across batteries, power electronics, and software.

High Retail Price Gap Vs. ICE

Entry-level EVs across ASEAN are often priced at twice that of comparable internal-combustion models, curbing mass-market uptake. Indonesia's penetration reached 9.1% in 1H 2025 despite a 267% sales spike, as the remaining sticker premium deters cost-sensitive buyers. Thailand's premium-car sub-segment experienced softening demand once incentives tapered, revealing elasticity to subsidy removal. Freight operators highlight elevated upfront costs for medium-duty trucks, even though battery-swap pilots hint at 30-40% lifetime savings. Continual price compression depends on localized battery packs and scale economics from new regional plants .

Other drivers and restraints analyzed in the detailed report include:

  1. Rapid Roll-Out of DC Fast-Charging Corridors
  2. Nickel-Rich Battery Supply Advantage
  3. Patchy Charging Outside Tier-1 Cities

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

Segment Analysis

Passenger cars delivered 46.55% of the ASEAN electric vehicle market in 2025, yet electric motorcycles posted a sales jump in Vietnam in 1H 2025, powered by VinFast's 488% domestic surge. Two- and three-wheelers are rewriting the growth script, projecting a growth of 32.40% CAGR by 2031. Indonesia and Thailand replicate this momentum through ride-hail incentives that waive parking fees and license-plate charges. The light-commercial segment gains traction as e-commerce fulfillment fleets log 20-30% fuel savings, nudging logistics operators toward electrification mandates. Medium and heavy trucks lag while waiting for higher-density batteries and fiscal levers that neutralize upfront differentials.

Urban delivery riders cite the convenience of battery-swap networks that compress refueling to under two minutes. Vietnam targets 1 million zero-emission motorcycles by 2030, an ambition linked to congestion-charge exemptions in Hanoi. Singapore pilots electric ride-hail permits that prioritize emissions-free vehicles at high-density airport ranks, enhancing driver economics. Buses and coaches benefit from municipal procurement targets, with Singapore aiming for 50% electric buses by 2030 and Vietnam's Nghe An province mandating fully electric additions from 2025. Collectively, these policies accelerate modal diversification within the ASEAN electric vehicle market.

Battery electric vehicles maintained 85.70% ASEAN electric vehicle market share in 2025 and anchor most OEM roadmaps through 2031. Lower battery prices, rising energy density, and expanded charging corridors reinforce consumer confidence. Plug-in hybrids carve out a transition niche in Thailand where public skepticism over highway charger availability lingers. Toyota leverages brand equity by bundling home-charger installation and extended warranties, insulating hybrid residual values.

Fuel-cell electric vehicles register the highest 2026-2031 CAGR at 38.90% from a small base. Indonesia's PLN opened the sub-region's first hydrogen station in Jakarta in 2024 and plans 22 green-hydrogen plants producing 203 tons yearly. Singapore tests hydrogen buses on dedicated lanes near port zones, and Malaysia's Petronas evaluates blue-hydrogen blending for commercial fleets. A pan-ASEAN working group is drafting fuel-cell safety codes to align with UN Regulation 134, a prerequisite for scaled imports. This technology pluralism cushions the ASEAN electric vehicle market against raw-material volatility.

The ASEAN Electric Vehicle Market Report is Segmented by Vehicle Type (Two and Three Wheelers, Passenger Cars, and More), Drive-Train Technology (Battery Electric Vehicles (BEV), Plug-In Hybrid Electric Vehicles (PHEV), and More), Charging Level (AC Slow/Level-2, DC Fast), End-User Type, and Country (Indonesia, Thailand, and More). The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

List of Companies Covered in this Report:

  1. BYD Co. Ltd.
  2. SAIC Motor / MG Motor
  3. Hyundai Motor Company
  4. Toyota Motor Corporation
  5. Honda Motor Co., Ltd.
  6. Mitsubishi Motors Corporation
  7. Nissan Motor Corporation
  8. VinFast Auto Ltd.
  9. Wuling Motors
  10. Great Wall Motor
  11. GAC Aion
  12. Chery Automobile
  13. Tesla Inc.
  14. BMW Group
  15. Mercedes-Benz Group
  16. Kia Corp.
  17. Isuzu Motors
  18. BAIC Group
  19. Stellantis NV
  20. UD Trucks

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 Government Purchase and Excise-Tax Incentives
    • 4.2.2 OEM Localization Commitments
    • 4.2.3 Rapid Roll-Out of DC Fast-Charging Corridors
    • 4.2.4 Nickel-Rich Battery Supply Advantage
    • 4.2.5 Cross-Border Zero-Tariff EV Trade
    • 4.2.6 Two-Wheeler Battery-Swap Ecosystems Scaling
  • 4.3 Market Restraints
    • 4.3.1 High Retail Price Gap Vs. ICE
    • 4.3.2 Patchy Charging Outside Tier-1 Cities
    • 4.3.3 Grid Instability and Peak-Load Limits
    • 4.3.4 Cultural Preference for Diesel Pick-Ups
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers/Consumers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry

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

  • 5.1 By Vehicle Type
    • 5.1.1 Two and Three Wheelers
    • 5.1.2 Passenger Cars
    • 5.1.3 Light Commercial Vehicles
    • 5.1.4 Medium and Heavy Commercial Vehicles
    • 5.1.5 Buses and Coaches
  • 5.2 By Drive-train Technology
    • 5.2.1 Battery Electric Vehicles (BEV)
    • 5.2.2 Plug-in Hybrid Electric Vehicles (PHEV)
    • 5.2.3 Fuel-Cell Electric Vehicles (FCEV)
    • 5.2.4 Hybrid Electric Vehicles (HEV)
  • 5.3 By Charging Level
    • 5.3.1 AC Slow / Level-2
    • 5.3.2 DC Fast (>= 50 kW)
  • 5.4 By End-User Type
    • 5.4.1 Personal / Household
    • 5.4.2 Commercial Fleet and Logistics
    • 5.4.3 Government and Public Transport
  • 5.5 By Country
    • 5.5.1 Indonesia
    • 5.5.2 Thailand
    • 5.5.3 Malaysia
    • 5.5.4 Vietnam
    • 5.5.5 Philippines
    • 5.5.6 Singapore
    • 5.5.7 Myanmar
    • 5.5.8 Cambodia
    • 5.5.9 Laos
    • 5.5.10 Brunei

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 BYD Co. Ltd.
    • 6.4.2 SAIC Motor / MG Motor
    • 6.4.3 Hyundai Motor Company
    • 6.4.4 Toyota Motor Corporation
    • 6.4.5 Honda Motor Co., Ltd.
    • 6.4.6 Mitsubishi Motors Corporation
    • 6.4.7 Nissan Motor Corporation
    • 6.4.8 VinFast Auto Ltd.
    • 6.4.9 Wuling Motors
    • 6.4.10 Great Wall Motor
    • 6.4.11 GAC Aion
    • 6.4.12 Chery Automobile
    • 6.4.13 Tesla Inc.
    • 6.4.14 BMW Group
    • 6.4.15 Mercedes-Benz Group
    • 6.4.16 Kia Corp.
    • 6.4.17 Isuzu Motors
    • 6.4.18 BAIC Group
    • 6.4.19 Stellantis NV
    • 6.4.20 UD Trucks

7 Market Opportunities & Future Outlook

  • 7.1 White-space & Unmet-need Assessment