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市場調查報告書
商品編碼
1856819
電池電動卡車市場預測至2032年:按車輛類型、電池類型、充電方式、車身類型、最終用戶和地區分類的全球分析Battery Electric Truck Market Forecasts to 2032 - Global Analysis By Vehicle Class (Light-Duty, Medium-Duty and Heavy-Duty), Battery Type, Charging Type, Body Type, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2025 年,全球電池電動卡車市場規模將達到 268 億美元,到 2032 年將達到 1,436 億美元,預測期內複合年成長率為 27.1%。
純電動卡車是完全由可充電電池動力來源的商用車輛,無需使用石化燃料。由於採用電動馬達驅動,它們尾氣零排放,顯著降低了對環境的影響。這些卡車常用於貨運、物流和配送,與柴油動力車輛相比,運轉噪音更低,維護成本也更低。它們非常適合都市區和短途運輸,在提高營運效率的同時,也有助於實現永續性目標。它們的普及應用反映了商用車產業轉向更清潔、更聰明的交通方式的趨勢。
根據彭博新能源財經報道,由於電池成本下降、監管獎勵以及續航里程的提高,電池電動卡車在物流車隊中越來越受歡迎,尤其是在都市區和區域配送路線上。
嚴格的廢氣排放法規推動了技術的普及。
嚴格的排放法規正在推動各大物流和貨運產業轉型為電動卡車。世界各國政府都在實施碳中和目標,並透過獎勵和監管規定鼓勵車隊電氣化。在永續性目標的驅動下,汽車製造商正在開發具有更高有效載荷效率的先進零排放卡車。此外,企業在環境、社會和治理(ESG)方面的承諾也促使大型物流業者採用電動車隊,從而減少對柴油的依賴,並加速向更環保、更合規的運輸系統轉型。
電池和基礎設施成本高昂
電池和基礎設施的高昂成本持續阻礙著純電動卡車的大規模普及。高容量鋰離子電池系統和充電基礎設施所需的大量前期投資限制了中小型車隊營運商的參與。此外,里程焦慮和充電停機時間會造成營運效率低下,尤其是在遠距運輸應用中。因此,市場參與企業正積極倡導透過模組化電池設計、政府補貼和共用基礎設施模式來最佳化成本,以提高價格可負擔性並加速全球市場滲透。
下一代遠距電池的研發
新一代遠距電池的研發為電動卡車市場帶來了變革性的成長機會。固態電池、快速充電技術和高能量密度材料的持續研發可望延長續航里程並縮短充電時間。汽車製造商正與電池生產商進行策略合作,以降低成本並提高熱效率。此外,再生煞車和智慧能量管理系統的整合進一步最佳化了車輛性能,使遠距電動卡車成為傳統柴油車隊的可行替代方案。
材料短缺影響電動車電池
電動車電池原料短缺對生產穩定性和成本可預測性構成重大威脅。鋰、鎳和鈷的全球供應鏈仍然容易受到地緣政治動盪和採礦限制的影響。這些原料挑戰會導致價格波動和生產週期延遲。為了降低這些風險,製造商正在實現採購多元化、投資電池回收以及採用替代化學技術,以減少對稀缺材料的依賴,並確保電動卡車生產的長期永續性。
新冠疫情初期擾亂了電動卡車的生產,並延緩了零件供應鏈,導致市場暫時停滯。然而,隨著疫情後經濟復甦,物流業者尋求更具韌性、成本效益和永續的車隊解決方案,電動卡車的普及速度正在加快。電子商務配送量的成長和綠色出行投資的復甦正在推動市場發展。因此,在有利的政策和基礎設施資金的支持下,汽車製造商正在加大電氣化舉措,推動市場穩步復甦,並為電動卡車行業的長期成長奠定基礎。
預計在預測期內,大型細分市場將佔據最大佔有率。
預計在預測期內,重型卡車市場將佔據最大的市場佔有率,這主要得益於遠距物流的擴張和政府主導的電氣化項目。車隊營運商正在轉向電動重型卡車,以符合排放法規並降低整體擁有成本。在電池和快速充電技術進步的支持下,該細分市場憑藉其營運效率、強大的負載容量以及與永續性主導的車輛現代化趨勢的契合度而佔據主導地位。
預計在預測期內,鋰離子電池領域將實現最高的複合年成長率。
預計在預測期內,鋰離子電池領域將保持最高的成長率,這主要得益於電池化學、能量密度和成本降低的進步。製造商正致力於研發高性能鋰離子電池系統,以實現更長的續航里程和更快的充電速度。此外,規模經濟和回收技術的創新也正在降低生產成本。這些進步正使鋰離子電池技術成為下一代電動卡車的行業標準,從而促進其在區域和全球物流網路中的廣泛應用。
由於快速的工業化進程、嚴格的排放政策以及眾多主要電動車製造商的存在,亞太地區預計將在預測期內佔據最大的市場佔有率。在強力的政府獎勵支持下,中國、日本和韓國在電動卡車生產和電池創新方面處於領先地位。此外,不斷成長的物流需求和城市永續性措施正使亞太地區成為全球電動卡車生態系統的中心。
預計在預測期內,北美將呈現最高的複合年成長率,這主要得益於商用電動車基礎設施的擴張和企業強力的永續性目標。美國和加拿大正透過政府補貼、州級排放法規以及私部門的電氣化承諾,加速推廣電動車。在快速充電網路和綠色交通政策的推動下,領先的物流公司正積極將電動卡車應用於其都市區和城際營運。
According to Stratistics MRC, the Global Battery Electric Truck Market is accounted for $26.8 billion in 2025 and is expected to reach $143.6 billion by 2032 growing at a CAGR of 27.1% during the forecast period. A Battery Electric Truck is a commercial vehicle powered solely by rechargeable batteries, eliminating the need for fossil fuels. It runs on electric motors, producing zero tailpipe emissions and significantly reducing environmental impact. Commonly used in freight, logistics, and delivery, these trucks offer quieter operation and lower maintenance than diesel counterparts. Ideal for urban and short-haul applications, they support sustainability goals while enhancing operational efficiency. Their adoption reflects a shift toward cleaner, smarter transportation in the commercial vehicle sector.
According to Bloomberg NEF, battery electric trucks are gaining momentum in logistics fleets due to falling battery costs, regulatory incentives, and improved range, especially for urban and regional delivery routes.
Stringent emission norms boosting adoption
Stringent emission norms boosting adoption are fueling the transition toward electric trucks across major logistics and freight industries. Governments worldwide are enforcing carbon-neutrality targets, encouraging fleet electrification through incentives and regulatory mandates. Spurred by sustainability goals, OEMs are developing advanced zero-emission trucks with improved payload efficiency. Furthermore, corporate ESG commitments are prompting large logistics operators to adopt electric fleets, reducing dependency on diesel and reinforcing the shift toward eco-efficient and regulatory-compliant transportation systems.
High battery and infrastructure costs
High battery and infrastructure costs continue to restrain large-scale adoption of battery electric trucks. The substantial upfront investment required for high-capacity lithium-ion battery systems and charging infrastructure limits accessibility for small and mid-sized fleet operators. Additionally, range anxiety and charging downtime create operational inefficiencies, particularly in long-haul applications. Consequently, industry participants are advocating for cost-optimization through modular battery design, government-backed subsidies, and shared infrastructure models to enhance affordability and accelerate market penetration globally.
Next-gen long-range battery development
Next-generation long-range battery development presents a transformative growth opportunity in the electric truck market. Continuous R&D in solid-state batteries, fast-charging technologies, and energy-dense materials promises extended driving ranges and reduced charging times. OEMs are strategically partnering with battery manufacturers to achieve cost reduction and thermal efficiency improvements. Moreover, the integration of regenerative braking and smart energy management systems is further optimizing vehicle performance, positioning long-range electric trucks as a viable alternative to traditional diesel fleets.
Material shortages affecting EV batteries
Material shortages affecting EV batteries pose a critical threat to production stability and cost predictability. The global supply chain for lithium, nickel, and cobalt remains vulnerable to geopolitical disruptions and extraction constraints. These raw material challenges lead to price volatility and delayed manufacturing cycles. To mitigate these risks, manufacturers are diversifying sourcing, investing in battery recycling, and adopting alternative chemistries to reduce dependency on scarce materials, ensuring long-term sustainability in electric truck production.
The COVID-19 pandemic initially disrupted electric truck production and delayed component supply chains, leading to temporary market stagnation. However, the post-pandemic recovery has accelerated adoption as logistics operators seek resilient, cost-efficient, and sustainable fleet solutions. Increased e-commerce deliveries and renewed green mobility investments have strengthened market momentum. Consequently, OEMs have ramped up electrification initiatives, supported by favorable policies and infrastructure funding, driving steady recovery and positioning the electric truck sector for long-term growth.
The heavy-duty segment is expected to be the largest during the forecast period
The heavy-duty segment is expected to account for the largest market share during the forecast period, resulting from expanding long-haul logistics and government-led electrification programs. Fleet operators are increasingly transitioning to electric heavy-duty trucks to comply with emission mandates and reduce total cost of ownership. Supported by battery advancements and fast-charging technologies, this segment dominates due to its operational efficiency, strong payload capacity, and alignment with sustainability-driven fleet modernization trends.
The lithium-ion segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the lithium-ion segment is predicted to witness the highest growth rate, propelled by advancements in battery chemistry, energy density, and cost reduction. Manufacturers are focusing on high-performance lithium-ion systems capable of extended range and rapid charging. Furthermore, economies of scale and recycling innovations are lowering production costs. These improvements are positioning lithium-ion technology as the industry standard for next-generation electric trucks, driving widespread adoption across regional and global logistics networks.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to rapid industrialization, stringent emission policies, and the presence of leading EV manufacturers. China, Japan, and South Korea are spearheading electric truck production and battery innovation, supported by robust government incentives. Additionally, rising logistics demand and urban sustainability initiatives are amplifying regional deployment, making Asia Pacific the epicenter of the global electric truck ecosystem.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with expanding commercial EV infrastructure and strong corporate sustainability goals. The U.S. and Canada are witnessing accelerated adoption through government subsidies, state-level emission regulations, and private-sector electrification commitments. Major logistics firms are actively integrating electric trucks into urban and intercity operations, bolstered by advancements in fast-charging networks and supportive green transportation policies across the region.
Key players in the market
Some of the key players in Battery Electric Truck Market include Volvo Group, Daimler, Rivian, Nikola, Tesla, Ford, MAN Truck & Bus, Scania, Freightliner, Iveco, Xos, Inc., Lion Electric, Workhorse Group, AB Volvo, Dongfeng, and Cummins.
In October 2025, Volvo Group launched its new "Modular Battery Platform" for the Volvo VNR Electric and Volvo FH Electric trucks. This new design allows for easier serviceability and replacement of individual battery modules, significantly reducing downtime and lifecycle costs for fleet operators.
In September 2025, Daimler Truck announced the North American launch of its next-generation Freightliner eCascadia, featuring a new ultra-high-density battery pack that extends the range to up to 550 kilometers (342 miles) on a single charge, specifically targeting long-haul regional freight.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.