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市場調查報告書

商品編碼

1845838

全球商用車電氣化市場：按車型、混合動力和區域範圍分類的預測

Global Commercial Vehicle Electrification Market By Vehicle Type (Light Commercial Vehicle, Heavy-Duty Commercial Vehicle), By Hybridization (Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV)), By Geographic Scope and Forecast

出版日期: 2025年09月23日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

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簡介目錄

商用車電氣化市場規模及預測

2024 年商用車電氣化市場規模為 844.6 億美元，預計 2031 年將達到 5,067 億美元，2024 年至 2031 年的複合年成長率為 25.10%。

商用車電氣化是指將電動動力傳動系統整合到卡車、巴士和廂型車等商用車輛中，以取代傳統的內燃機。這項轉變涉及利用各種電動車 (EV) 技術，包括純電動車 (BEV)、混合動力電動車 (HEV) 和插電式混合動力電動車 (PHEV)，以減少對石化燃料的依賴並降低溫室氣體排放。

商用車電氣化的應用多種多樣，且日益普及。電動卡車用於遠距和區域運輸，與柴油車相比，排放和營運成本更低。電動公車正以其零排放能力改變城市公共交通，改善城市空氣品質。

在電池技術進步、政府扶持政策以及環保意識不斷增強的推動下，商用車電氣化的未來前景一片光明。隨著電池續航里程的提升和充電基礎設施的擴展，電動商用車預計將在各行各業中廣泛使用。

全球商用車電氣化市場動態

影響全球商用車電氣化市場的關鍵市場動態包括：

關鍵市場促進因素

政府法規和獎勵：全球範圍內，嚴格的排放法規和政府獎勵正在推動電動商用車的普及。美國環保署 (EPA) 的「清潔卡車」計畫旨在 2031 年將氮氧化物排放減少 90%，進一步推動電動化進程。

降低總擁有成本：由於燃油和維護成本的降低，電動商用車的成本效益越來越高。一份2023年的報告預測，未來十年，電動卡車的總擁有成本將比柴油卡車低15-20%。

電池技術的進步：更高的能量密度和更快的充電速度等電池技術的改進正在推動市場成長。到2023年，電動商用車的平均電池續航力將達到350公里，比前一年成長30%。

清潔能源運輸需求不斷成長：隨著全球對永續性的日益關注，對清潔能源運輸解決方案的需求也日益成長。到2024年，受政府強制要求和消費者對永續選擇的需求推動，全球整體物流和配送車隊中的電動卡車數量預計將增加40%。

主要挑戰

初始成本高：全球商用車電氣化市場面臨的主要挑戰之一是電動商用車（ECV）的初始成本高昂，包括電池成本，這使得它們比傳統的內燃機車更昂貴。儘管營運成本降低且政府提供激勵措施，但高昂的初始投資仍然是許多車隊營運商面臨的障礙。

充電基礎設施有限：缺乏廣泛的充電基礎設施是電動商用車普及的一大障礙，尤其是在遠距行駛方面。許多地區仍然缺乏足夠的快速充電站，這使得企業難以有效率地運作電動卡車和公車遠距。

續航里程限制：續航里程焦慮一直是商用車隊營運商的一大擔憂，尤其是在重型車輛領域。目前的電池技術限制了電動商用車的續航里程，使得在不充電的情況下無法完成遠距行駛成為物流和運輸等行業的一大挑戰。

電池供應鏈與永續性：確保電池（尤其是鋰離子電池）的穩定和永續供應也是一項關鍵挑戰。商用車產業嚴重依賴鋰、鈷和鎳等原料，這些材料易受供應鏈中斷和價格波動的影響。此外，電池生產和處置對環境的影響也引發了人們對永續性的擔憂。

主要趨勢：

政府法規與排放標準：全球日益嚴格的排放氣體法規正在推動商用車轉型為電氣化。各國政府正實施碳減排政策，例如歐洲設定的目標，即到2040年將商用車的二氧化碳排放減少90%，加速電動卡車和電動公車的普及。

電池技術的進步：電池效率、續航里程和成本的提升是電動商用車領域成長的關鍵驅動力。固態電池和快速充電技術的發展可以延長續航里程並減少停機時間，使電動車比傳統內燃機汽車更具競爭力。

擴大充電基礎設施：充電基礎設施投資，尤其是重型電動車充電基礎設施投資正在迅速成長。政府和私人公司正在合作，在主要貨運路線沿線建造高容量充電網路，以支持電動商用車的長期發展。

物流公司正在推進車隊電動化：越來越多的物流和電商公司正在積極推進車隊電動化，以降低營運成本並實現永續性目標。領先的公司正在引領這一趨勢，採用電動送貨貨車和卡車，進一步推動了對電動商用車的需求。

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Commercial vehicle electrification refers to the integration of electric powertrains into commercial vehicles, including trucks, buses, and vans, to replace traditional internal combustion engines. This shift involves utilizing various electric vehicle (EV) technologies such as Battery Electric Vehicles (BEVs), Hybrid Electric Vehicles (HEVs), and Plug-In Hybrid Electric Vehicles (PHEVs) to reduce reliance on fossil fuels and lower greenhouse gas emissions.

The applications of commercial vehicle electrification are diverse and increasingly prevalent. Electric trucks are used for long-haul and regional transportation, offering lower emissions and operating costs compared to diesel counterparts. Electric buses are transforming urban public transport with zero-emission capabilities, enhancing air quality in cities.

The future of commercial vehicle electrification is promising, driven by advancements in battery technology, supportive government policies, and increasing environmental awareness. As battery ranges improve and charging infrastructure expands, electric commercial vehicles are expected to see broader adoption across various sectors.

Global Commercial Vehicle Electrification Market Dynamics

The key market dynamics that are shaping the global commercial vehicle electrification market include:

Key Market Drivers:

Government Regulations and Incentives: Globally, stringent emissions regulations and government incentives are driving the adoption of electric commercial vehicles. According to the U.S. Environmental Protection Agency's (EPA) Clean Trucks Plan aims to reduce nitrogen oxide emissions by 90% by 2031, promoting electrification.

Lower Total Cost of Ownership: Electric commercial vehicles are becoming more cost-effective due to lower fuel and maintenance costs. According to a 2023 report, the total cost of ownership for electric trucks is expected to be 15-20% lower than diesel trucks over a 10-year period.

Advancements in Battery Technology: Improvements in battery technology, including higher energy density and faster charging, are accelerating market growth. The average battery range for electric commercial vehicles increased to 350 kilometers in 2023, a 30% improvement over the previous year.

Rising Demand for Clean Energy Transportation: With increasing global focus on sustainability, there is rising demand for clean energy transportation solutions. By 2024, the number of electric trucks in logistics and delivery fleets globally is expected to grow by 40%, driven by both government mandates and consumer demand for sustainable options.

Key Challenges:

High Initial Costs: One of the major challenges in the global commercial vehicle electrification market is the high upfront cost of electric commercial vehicles (ECVs), including battery costs, which make them more expensive than conventional internal combustion engine vehicles. Although operational savings and government incentives exist, the high initial investment remains a barrier for many fleet operators.

Limited Charging Infrastructure: The lack of widespread charging infrastructure is a significant hurdle for the adoption of electric commercial vehicles, especially for long-haul applications. Many regions still lack adequate fast-charging stations, making it difficult for companies to operate electric trucks or buses over longer distances efficiently.

Range Limitations: Range anxiety continues to be a concern for commercial fleet operators, particularly in heavy-duty segments. Current battery technology limits the driving range of electric commercial vehicles, and for sectors like logistics and transport, the inability to complete long-distance trips without recharging is a major challenge.

Battery Supply Chain and Sustainability: Ensuring a stable and sustainable supply of batteries, especially lithium-ion batteries, is another key challenge. The commercial vehicle industry is highly dependent on raw materials such as lithium, cobalt, and nickel, which are subject to supply chain disruptions and price volatility. Additionally, the environmental impact of battery production and disposal poses sustainability concerns.

Key Trends:

Government Regulations and Emission Standards: Stringent global emissions regulations are driving the shift toward electrification in commercial vehicles. Governments are implementing carbon-reduction policies, such as Europe's target to cut CO2 emissions from commercial vehicles by 90% by 2040, accelerating the adoption of electric trucks and buses.

Advancements in Battery Technology: Improvements in battery efficiency, range, and cost are major drivers of growth in the electric commercial vehicle sector. The development of solid-state batteries and fast-charging technologies is enabling longer driving ranges and reducing downtime, making electric vehicles more competitive with traditional internal combustion engines.

Expansion of Charging Infrastructure: Investment in charging infrastructure, particularly for heavy-duty electric vehicles, is rapidly expanding. Governments and private companies are collaborating to build high-capacity charging networks along major freight corridors, supporting the long-term viability of electric commercial fleets.

Fleet Electrification by Logistics Companies: Logistics and e-commerce companies are increasingly electrifying their fleets to reduce operating costs and meet sustainability targets. Major players are leading this trend by adopting electric delivery vans and trucks, further propelling the demand for electric commercial vehicles.

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Global Commercial Vehicle Electrification Market Regional Analysis

Here is a more detailed regional analysis of the global commercial vehicle electrification market:

Asia Pacific:

Asia Pacific is the dominant region in the global commercial vehicle electrification market, particularly China, is the dominant region in the global commercial vehicle electrification market. The Chinese government has been highly supportive of the electrification transition, offering subsidies and incentives for electric commercial vehicle manufacturers. In 2023, China accounted for over 60% of global electric commercial vehicle sales, fueled by stringent emissions regulations and ambitious electrification goals outlined in its 14th Five-Year Plan, which includes achieving 20% new energy vehicle penetration by 2025.

Japan is another key player in the Asia Pacific region, driving commercial vehicle electrification. In 2024, Japan announced an investment of over $1 billion into developing infrastructure for electric commercial vehicles, aiming to reach 100% electrification of new commercial vehicle sales by 2040. Japanese automakers, such as Toyota and Mitsubishi Fuso, have significantly advanced in launching electric trucks and buses, positioning Japan as a leader in the regional electrification push.

Europe:

Europe is the fastest-growing region in the commercial vehicle electrification market, driven by the European Union's Green Deal and its goal of achieving carbon neutrality by 2050. Recent government data reveals that sales of electric commercial vehicles in Europe surged by 40% year-on-year in 2023, supported by stringent emissions regulations and substantial government funding for electric mobility projects. The European Commission also plans to reduce CO2 emissions from commercial vehicles by 90% by 2040, further accelerating the market's growth.

Germany, as a leading automotive hub in Europe, is rapidly expanding its electric commercial vehicle fleet. In 2024, the German government allocated €5 billion towards electric vehicle infrastructure and subsidies for commercial fleet electrification. The country's electric truck sales are expected to grow by 35% annually, reflecting strong demand and government-backed incentives. This rapid expansion positions Germany as a key contributor to Europe's growth in the commercial vehicle electrification market.

Global Commercial Vehicle Electrification Market: Segmentation Analysis

The Global Commercial Vehicle Electrification Market is Segmented Based on Vehicle Type, Hybridization, and Geography

Commercial Vehicle Electrification Market, By Vehicle Type

Light Commercial Vehicle

Heavy-Duty Commercial Vehicle

Based on Vehicle Type, the Global Commercial Vehicle Electrification Market is segmented into Light Commercial Vehicle, Heavy-Duty Commercial Vehicle. the Heavy-Duty Commercial Vehicle (HCV) segment is dominant, driven by the increasing demand for electric trucks and buses, particularly in regions focusing on reducing emissions. The Light Commercial Vehicle (LCV) segment is the fastest-growing, fueled by the rising adoption of electric vans for last-mile delivery and urban transportation, where environmental regulations and cost savings are key factors.

Commercial Vehicle Electrification Market, By Hybridization

Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle

Hybrid Electric Vehicle (HEV)

Plug-In Hybrid Electric Vehicle (PHEV)

Battery Electric Vehicle (BEV)

48 V

Based on Hybridization, the Global Commercial Vehicle Electrification Market is segmented into Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle, Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV), Battery Electric Vehicle (BEV), and 48V. Internal Combustion Engine (ICE) & Micro-Hybrid Vehicles is the dominant segment due to their widespread use and established infrastructure. However, the Battery Electric Vehicle (BEV) segment is the fastest-growing, driven by advancements in battery technology, government incentives, and growing demand for zero-emission vehicles, particularly in urban and regulated areas.

Commercial Vehicle Electrification Market, By Geography

North America

Europe

Asia Pacific

Rest of the World

Based on the Geography, the Global Commercial Vehicle Electrification Market are classified into North America, Europe, Asia Pacific, and Rest of World. Asia Pacific is the dominant region, driven by strong government support, significant electric vehicle production, and high demand in countries like China and Japan. Europe is the fastest-growing region, propelled by stringent emissions regulations, ambitious electrification targets, and increasing investments in electric commercial vehicle infrastructure.

Key Players

The "Global Commercial Vehicle Electrification Market" study report will provide valuable insight with an emphasis on the global market. The major players in the market are Volvo Trucks, Daimler, Scania, Isuzu, Tata Motors, Robert Bosch GmbH, Denso Corporation, Groupe PSA, Nikola Motor Company, and Mitsubishi.

Our market analysis also entails a section solely dedicated to such major players wherein our analysts provide an insight into the financial statements of all the major players, along with its product benchmarking and SWOT analysis. The competitive landscape section also includes key development strategies, market share, and market ranking analysis of the above-mentioned players globally.

1 INTRODUCTION OF GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET

1.1 Overview of the Market
1.2 Scope of Report
1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

3.1 Data Mining
3.2 Validation
3.3 Primary Interviews
3.4 List of Data Sources

4 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET OUTLOOK

4.1 Overview
4.2 Market Dynamics
- 4.2.1 Drivers
- 4.2.2 Restraints
- 4.2.3 Opportunities
4.3 Porters Five Force Model
4.4 Value Chain Analysis

5 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY VEHICLE TYPE

5.1 Overview
5.2 Light Commercial Vehicle
5.3 Heavy-duty Commercial Vehicle

6 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY HYBRIDIZATION

6.1 Overview
6.2 Internal Combustion Engine (ICE) & Micro-Hybrid Vehicle
6.3 Hybrid Electric Vehicle (HEV)
6.4 Plug-In Hybrid Electric Vehicle (PHEV)
6.5 Battery Electric Vehicle (BEV)
6.6 48 V

7 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET, BY GEOGRAPHY

7.1 Overview
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
- 7.2.3 Mexico
7.3 Europe
- 7.3.1 Germany
- 7.3.2 U.K.
- 7.3.3 France
- 7.3.4 Rest of Europe
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 India
- 7.4.4 Rest of Asia Pacific
7.5 Rest of the World
- 7.5.1 Middle East and Africa
- 7.5.2 South America

8 GLOBAL COMMERCIAL VEHICLE ELECTRIFICATION MARKET COMPETITIVE LANDSCAPE

8.1 Overview
8.2 Company Market ranking
8.3 Key Development Strategies

9 COMPANY PROFILES

9.1 Volvo Trucks
- 9.1.1 Overview
- 9.1.2 Financial Performance
- 9.1.3 Product Outlook
- 9.1.4 Key Developments
9.2 Daimler
- 9.2.1 Overview
- 9.2.2 Financial Performance
- 9.2.3 Product Outlook
- 9.2.4 Key Developments
9.3 Scania
- 9.3.1 Overview
- 9.3.2 Financial Performance
- 9.3.3 Product Outlook
- 9.3.4 Key Developments
9.4 Isuzu
- 9.4.1 Overview
- 9.4.2 Financial Performance
- 9.4.3 Product Outlook
- 9.4.4 Key Developments
9.5 Tata Motors
- 9.5.1 Overview
- 9.5.2 Financial Performance
- 9.5.3 Product Outlook
- 9.5.4 Key Developments
9.6 Robert Bosch GmbH
- 9.6.1 Overview
- 9.6.2 Financial Performance
- 9.6.3 Product Outlook
- 9.6.4 Key Developments
9.7 Nikola Motor Company
- 9.7.1 Overview
- 9.7.2 Financial Performance
- 9.7.3 Product Outlook
- 9.7.4 Key Developments
9.8 Groupe PSA
- 9.8.1 Overview
- 9.8.2 Financial Performance
- 9.8.3 Product Outlook
- 9.8.4 Key Developments
9.9 Denso Corporation
- 9.9.1 Overview
- 9.9.2 Financial Performance
- 9.9.3 Product Outlook
- 9.9.4 Key Developments
9.10 Mitsubishi
- 9.10.1 Overview
- 9.10.2 Financial Performance
- 9.10.3 Product Outlook
- 9.10.4 Key Developments