![]() |
市場調查報告書
商品編碼
1938861
電動卡車市場 - 全球產業規模、佔有率、趨勢、機會及預測(按動力類型、類型、最終用戶、地區和競爭格局分類,2021-2031年)Electric Truck Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Propulsion Type, By Type, By End User, By Region & Competition, 2021-2031F |
||||||
全球電動卡車市場預計將從 2025 年的 133.8 億美元成長到 2031 年的 208.4 億美元,複合年成長率達到 7.66%。
此細分市場指的是採用電池或燃料電池技術驅動的電動馬達的商用貨運車輛,以取代傳統的內燃機。市場成長的根本驅動力是各國政府對零排放物流的嚴格監管,以及與柴油車相比更低的維護和營運成本所帶來的顯著經濟效益。根據國際能源總署(IEA)預測,到2024年,全球電動卡車銷量將成長約80%,超過9萬輛。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 133.8億美元 |
| 市場規模:2031年 | 208.4億美元 |
| 複合年成長率:2026-2031年 | 7.66% |
| 成長最快的細分市場 | 小型卡車 |
| 最大的市場 | 歐洲 |
儘管市場成長迅速,但缺乏專為重型運輸設計的高功率公共充電基礎設施仍然是限制市場普及的一大障礙。目前兆瓦級充電站的匱乏為長途運輸業務帶來了物流方面的限制,需要複雜的路線規劃,並降低了車隊的整體效率。此外,升級電網以滿足商用車隊大規模的電力需求需要大量的資金投入,這進一步阻礙了所需充電網路的快速部署。
嚴格的政府排放氣體法規是推動重型運輸電氣化的主要動力。製造商面臨著向電池式電動車平台轉型的壓力,以確保符合法規要求。世界各地的監管機構都制定了法律體制,規定了零排放車輛的銷售配額,實際上是在未來幾十年內逐步淘汰柴油動力系統。這些強制性規定對不合規行為施加了處罰,同時也刺激了重型車輛供應鏈的發展,並鼓勵現有卡車製造商優先考慮電動車創新,而不是改進內燃機。例如,美國環保署 (EPA) 於 2024 年 3 月發布的《重型車輛第三階段溫室氣體排放標準最終規則》要求,到 2032 年款車型,美國銷售的新貨車中約有 60% 必須是零排放車輛。
同時,企業對碳中和及ESG目標的承諾正在加速車隊電氣化進程,尤其是在物流和最後一公里配送領域。主要企業正積極將電動卡車納入運營,以滿足股東對永續實踐的期望,並利用電動驅動系統更低的營運成本。 2024年7月,亞馬遜在其「交付未來」新聞稿中宣布,已在美國部署超過15,000輛電動送貨車,以履行其氣候承諾。這項轉變也體現在區域銷售數據:根據歐洲汽車製造商協會(ACEA)的數據,2024年第一季歐盟電池動力卡車的新註冊量年增29.5%。
缺乏專為重型運輸設計的高功率公共充電基礎設施,是電動卡車產業擴張的結構性障礙。充電站的匱乏限制了這些車輛的運營,使其主要局限於短程運輸和往返路線,為車隊營運商的業務連續性帶來重大風險。這項限制阻礙了電動卡車在長途物流領域的廣泛應用,因為在長途物流中,持續快速的能源補充對於維持嚴格的交付時間表至關重要。因此,由於缺乏可靠的充電網路,企業不得不經營混合車隊,從而降低了電動車投資的即時盈利。
此外,基礎設施建設的延誤也因電網現代化所需的巨額資金而加劇。安裝兆瓦級充電系統所需的容量對電力公司和充電營運商來說成本高。據清潔貨運聯盟(Clean Freight Coalition)稱,2024年實現美國中重型商用車輛的全面電氣化,需要對電力和充電基礎設施進行約6,200億美元的投資。這一經濟障礙減緩了關鍵充電走廊的建設,並直接阻礙了重型電動運輸車輛的市場擴張。
氫燃料電池電動卡車的商業化正成為解決電池驅動重型物流車輛續航里程和加氫限制的關鍵趨勢。製造商正積極將燃料電池技術融入其產品線,從而實現輕量化動力傳動系統和快速加氫,以滿足持續長途運輸的需求。這一轉變使得先前因電池容量限制而被認為不可行的路線得以電氣化,從而顯著擴大了零排放運輸市場。尼古拉公司在2024年5月的財報電話會議上宣布,該公司在第一季已批發交付40輛氫燃料電池電動卡車,並標誌著從原型測試階段邁向商業化供應階段,象徵著這項轉型。
隨著推進技術的進步,將自動駕駛功能整合到電動卡車平台也取得了進展,旨在提高營運效率並緩解駕駛員短缺問題。開發人員正在打造客製化的電動底盤,其中配備了冗餘的安全系統和感測器套件,從而促進零排放推進技術與自動駕駛技術之間的協同作用。這種整合旨在透過使車輛能夠近乎不間斷地運作最大限度地提高資產利用率,從而避免受到限制人工駕駛車隊的駕駛時間法規的約束。 2024年1月,Kodiak Robotics發布了其第六代自動駕駛卡車平台。該平台配備了大規模無人駕駛部署所需的所有冗餘安全系統,標誌著該技術已準備好進入市場應用階段。
The Global Electric Truck Market is projected to expand from USD 13.38 Billion in 2025 to USD 20.84 Billion by 2031, achieving a compound annual growth rate of 7.66%. This sector consists of commercial cargo vehicles that utilize electric motors powered by batteries or fuel cell technologies instead of traditional internal combustion engines. The market's growth is fundamentally propelled by rigorous government mandates requiring zero-emission logistics and the distinct economic benefits arising from lower maintenance and operational costs compared to diesel counterparts. According to the International Energy Agency, global sales of electric trucks surged by nearly 80% in 2024, surpassing 90,000 units internationally.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 13.38 Billion |
| Market Size 2031 | USD 20.84 Billion |
| CAGR 2026-2031 | 7.66% |
| Fastest Growing Segment | Light Duty Trucks |
| Largest Market | Europe |
Despite this growth, a significant obstacle limiting broader market adoption is the insufficient availability of high-power public charging infrastructure designed specifically for heavy transport. The current shortage of megawatt-class charging stations imposes logistical constraints on long-haul operations, necessitating complicated route planning that diminishes overall fleet efficiency. Furthermore, the substantial capital expenditure required to upgrade electrical grids to accommodate the massive power demands of commercial fleets adds complexity to the rapid deployment of essential charging networks.
Market Driver
Stringent government emission regulations serve as the primary catalyst for electrifying heavy transport, forcing manufacturers to transition toward battery-electric platforms to ensure compliance. Regulators globally are establishing legal frameworks that dictate specific sales quotas for zero-emission vehicles, effectively planning the phase-out of diesel powertrains in the coming decades. These mandates penalize non-compliance while incentivizing the development of heavy-duty supply chains, ensuring legacy truck makers prioritize electric vehicle innovation over internal combustion engine refinements. For instance, the United States Environmental Protection Agency's March 2024 'Final Rule for Phase 3 Greenhouse Gas Emissions Standards for Heavy-Duty Vehicles' projects that approximately 60% of new delivery trucks sold in the U.S. will be zero-emission by model year 2032.
Simultaneously, corporate commitments to carbon neutrality and ESG goals are accelerating fleet electrification, especially within the logistics and last-mile delivery sectors. Major enterprises are aggressively integrating electric trucks into their operations to meet shareholder expectations for sustainable practices and to capitalize on the lower operating costs of electric drivetrains. In July 2024, Amazon reported in its 'Delivering the Future' press release that it had deployed over 15,000 electric delivery vans across the United States to fulfill its climate pledge obligations. This shift is reflected in regional sales data; the European Automobile Manufacturers' Association noted that new registrations of electrically chargeable trucks in the EU rose by 29.5% during the first quarter of 2024 compared to the previous year.
Market Challenge
The scarcity of high-power public charging infrastructure tailored for heavy transport creates a structural barrier to the scalability of the electric truck sector. Fleet operators face significant risks regarding operational continuity, as the current lack of charging stations limits the deployment of these vehicles primarily to short-haul or return-to-base routes. This restriction prevents the widespread adoption of electric trucks for long-haul logistics, where consistent and rapid energy replenishment is critical for maintaining strict delivery schedules. Consequently, the absence of a reliable charging network compels companies to operate mixed fleets, reducing the immediate return on investment for electric units.
Furthermore, the slow pace of infrastructure development is compounded by the massive financial requirements for grid modernization. Utility providers and charging operators encounter high costs to install the capacity needed for megawatt charging systems. According to the Clean Freight Coalition, in 2024, fully electrifying the United States medium and heavy-duty commercial fleet would necessitate a utility and charging infrastructure investment of approximately 620 billion dollars. This economic hurdle delays the rollout of essential charging corridors, directly stalling market momentum for heavy-duty electric transport.
Market Trends
The commercialization of hydrogen fuel cell electric trucks is emerging as a critical trend to address the range and refueling limitations associated with battery-electric heavy-duty logistics. Manufacturers are increasingly diversifying their portfolios to include fuel cell technology, which offers lighter powertrain weights and faster refueling times necessary for continuous long-haul operations. This shift enables fleet operators to electrify routes that were previously considered unfeasible due to battery capacity constraints, effectively expanding the market for zero-emission transport. Highlighting this transition, Nikola Corporation reported in its May 2024 financial results that it wholesaled 40 hydrogen fuel cell electric trucks in the first quarter, moving from prototype testing to commercial availability.
Concurrent with propulsion advancements, the integration of autonomous driving capabilities into electric truck platforms is progressing to enhance operational efficiency and mitigate driver shortages. Developers are engineering purpose-built electric chassis that accommodate redundant safety systems and sensor suites, fostering a synergy between zero-emission propulsion and self-driving technology. This convergence aims to maximize asset utilization by allowing vehicles to operate nearly continuously, bypassing hours-of-service restrictions that limit human-operated fleets. In January 2024, Kodiak Robotics, Inc. unveiled its sixth-generation autonomous truck platform, featuring all necessary redundant safety systems for scaled driverless deployment, signaling the technology's readiness for market integration.
Report Scope
In this report, the Global Electric Truck Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Electric Truck Market.
Global Electric Truck Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: