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市場調查報告書
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1939659

東協商用車：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

ASEAN Commercial Vehicles - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
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

2025年東協商用車市場價值471.3億美元，預計到2031年將達到663.3億美元，2026年為498.9億美元。

預計在預測期（2026-2031 年）內，複合年成長率將達到 5.86%。

東協商用車市場-IMG1

基礎設施投資激增、跨境貿易快速數位化以及車隊電氣化進程加快，正將該地區打造成為重要的生產和消費中心。區域關稅協調縮短了跨境通關時間，而電子商務平台正在重塑最後一公里配送模式，並推動對靈活緊湊型車型的需求。同時，成員國正根據歐盟6標準收緊排放氣體法規，加速動力傳動系統升級。中國製造商正深化本土化，利用成本優勢和東協內部的零關稅貿易，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

電子商務和最後一公里物流的快速發展

線上零售的爆炸性成長正在改變配送方式，推動了對能夠在擁擠的城市中心穿梭的緊湊型貨車、皮卡和兩輪貨運車輛的需求。預計到2024年，泰國國內宅配網路的服務網點將加倍，凸顯了業者縮短配送時間的迫切需求。配備模組化貨艙的專用電動輕型卡車正日益受到歡迎，尤其是在柴油車資源有限的地區。一家叫車平台與一家本地組裝合作，推出了一款售價低於1000美元的可更換電池摩托車，從而縮短了等待時間並延長了車輛使用壽命。透過社群電商平台配送生鮮食品的增加，推動了對溫控微型配送單元的需求。這些變化共同推動了輕型商用車平台採購量的成長，為能夠最佳化多條配送路線的遠端資訊處理供應商創造了新的機會。

大型計劃規劃

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，佔亞太地區交通基礎設施預算的63%。高速公路的改善和採石場的擴建帶動了對自動卸貨卡車、混凝土攪拌車和大型礦用車輛的即時訂單。以林查班港和巴生港為中心的港口物流走廊也促進了對貨櫃牽引車的需求。雖然計劃核准提供了穩定的基礎，但與土地徵用和資金限制相關的延誤造成了季度性的需求波動，迫使整車製造商實施模組化車身方案和靈活的輪班模式。隨著車隊所有者越來越重視車輛的運轉率而非總購置成本，動力傳動系統耐久性解決方案和本地維護服務的供應商也從中受益。

更嚴格的歐6同等標準

泰國將於2024年1月實施歐盟5柴油排放標準，預計2030年將強制執行歐盟6排放標準。柬埔寨和菲律賓也正在採取類似措施。雖然環境效益顯而易見，但這些日益嚴格的法規使引擎和後處理系統的成本增加了15%至20%，擠壓了小批量組裝的利潤空間。各成員國柴油含硫量不一致，使校準工作更加複雜，並延長了認證週期。雖然採用選擇性催化還原（SCR）技術的整車製造商銷售量有所成長，但規模較小的製造商卻面臨著退出市場的風險，因為資本支出需求超過了它們的財務能力。

細分市場分析

到2025年，輕型商用車將佔東協商用車市場55.70%的佔有率，這主要得益於宅配需求的成長以及政府對重型柴油車的監管。預計到2031年，該細分市場的收入將以每年6.65%的速度成長，超過東協商用車市場的整體成長速度。中國製造商正在推出比傳統車型便宜20%的純電動皮卡，而日本製造商則以輕度混合動力車型作為回應。曼谷和胡志明市周邊城市物流整合中心的激增，刺激了市場對配備原廠貨架和遠端資訊處理功能的廂型車的需求。

中型車輛服務於建築物流和廢棄物管理等細分市場，憑藉著更優異的扭力特性和自動變速箱，能夠高效應對交通堵塞。重型牽引車在東協貨運走廊仍扮演著重要角色，但隨著鐵路網沿著大陸路線的擴張，其成長速度正在放緩。因此，採用輕量化複合材料和改進空氣動力學設計的底盤製造商，在追求燃油效率和快速投資回報的車隊中獲得了競爭優勢。

到2025年，內燃機車將佔東協商用車市場的93.85%，但隨著政策獎勵改變車隊經濟格局，其佔有率正在下降。純電動車（BEV）車型雖然起步較晚，但預計到2031年，其在東協商用車市場的貢獻將加倍，複合年成長率（CAGR）將達到10.12%。泰國的EV3.5計畫透過免除消費稅降低了整車製造商（OEM）的在地採購成本，從而加速了車型線的擴張。印尼在2030年實現60萬輛電動車的目標，正在推動與國內富鎳電池供應掛鉤的供應商融資方案。

插電式混合動力汽車扮演橋樑角色，關稅優惠政策有利於低碳且續航里程更長的解決方案。燃料電池原型車主要出現在馬來西亞和新加坡之間的跨境航運試點計畫中，利用與港口當局合作開發的短途氫燃料運輸走廊。對於繼續使用內燃機的車輛而言，歐盟6排放標準的硬體和合成柴油相容性是重要的賣點，因為消費者需要權衡未來的轉售價值和近期的資本支出。

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
    • 電子商務和最後一公里物流的快速發展
    • 大型計劃規劃
    • 東協內部貿易成長
    • 中國電動車製造商的本地化
    • 低溫運輸需求快速成長
    • 排碳權和綠色車隊強制規定
  • 市場限制
    • 更嚴格的歐6同等標準
    • 電動車充電和總擁有成本 (TCO) 障礙
    • 分散式先進動力傳動系統總成售後服務
    • 收緊中小企業更新車隊的貸款
  • 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 市場規模及成長預測（價值（美元），銷售量（單位））

  • 按車輛類型
    • 輕型商用車
    • 中型商用車
    • 大型商用車輛
  • 透過推進力
    • 內燃機
    • 電池式電動車
    • 插電式混合動力電動車
    • 燃料電池電動車
  • 按用途/最終用途
    • 物流與電子商務配送
    • 建築和採礦
    • 農業/林業
    • 公共交通（巴士和長途汽車）
    • 公共產業和市政服務
  • 按車身配置（新增）
    • 剛性卡車和廂型車
    • 聯結車
    • 公車和長途客車
    • 自動卸貨卡車
    • 冷藏車
  • 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 was valued at USD 47.13 billion in 2025 and estimated to grow from USD 49.89 billion in 2026 to reach USD 66.33 billion by 2031, at a CAGR of 5.86% during the forecast period (2026-2031).

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 55.70% of ASEAN commercial vehicles market share in 2025, buoyed by parcel-delivery momentum and municipal restrictions on heavy diesels. Segment revenue is projected to compound at 6.65% annually through 2031, 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 93.85% of the ASEAN commercial vehicles market size in 2025, but their share erodes as policy incentives tilt fleet economics. Battery-electric models, starting from a low base, are expected to post a 10.12% CAGR to 2031, 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