全球中型和重型電動卡車平台的 OEM 策略

到2030年，北美和歐洲的電動卡車滲透率預計將達到45.3%，其中70%將採用eAxles，其餘30%將採用集中驅動電機。 主要 OEM 集團戴姆勒、沃爾沃、Traton 和 Paccar 預計到 2030 年電動卡車將佔新車銷量的 25% 至 35%。

本報告研究和分析了全球中型和重型電動卡車平台原始設備製造商，提供了對增長影響因素、主要參與者趨勢和市場戰略的洞察。

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略挑戰對卡車運輸行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

增長環境：全球中型和重型卡車市場

• 調查範圍
• 市場細分

中/重型卡車平台

• 平台：定義和組件
• 平台類型比較
• 平台電池放置
• 主要平台組件的技術路線圖：中型卡車
• 主要平台組件的技術路線圖：重型卡車

中型和重型電動卡車平台的傳動系統架構

• 傳動系統架構
• OEM：傳動系統架構映射
• 傳動系統架構路線圖

戴姆勒

• 適用於中型和重型卡車的平台和型號
• 主要平台的詳細信息和計劃
• 在區域和應用中的存在
• 跟蹤平台規範

沃爾沃

• 適用於中型和重型卡車的平台和型號
• 主要平台的詳細信息和計劃
• 分析範圍

特拉頓

• 適用於中型和重型卡車的平台和型號
• 主要平台的詳細信息和計劃
• 區域和應用程序存在
• 跟蹤平台規範

打包機

• 中型和重型卡車平台和型號
• 主要平台的詳細信息和計劃
• 區域和應用程序存在
• 跟蹤平台規範

比亞迪

• 中型和重型卡車平台的詳細信息
• 區域和應用程序存在
• 跟蹤平台規範

尼古拉

• 中型和重型卡車平台的詳細信息
• 區域和應用程序存在
• 跟蹤平台規範

海宗

• 中型和重型卡車平台的詳細信息
• 區域和應用程序存在
• 跟蹤平台規範

主要中大型電動卡車車型

• EV 模型平台和傳動系統架構
• EV模型的範圍
• 城市配送：電池和續航裡程
• 城市配送：GVWR 和汽車
• 區域交通：電池和續航裡程
• 區域交通：GVWR 和汽車
• 垃圾收集/公用事業：電池和範圍
• 垃圾收集/公用事業：GVWR 和電機
• 長途運輸：電池和續航裡程
• 長途運輸：GVWR 和電機
• 卡車模型發佈時間表

電力滲透預測

• 中重型卡車銷量和電動汽車普及率
• 傳動系統架構的滲透
• 按 OEM 估算的電氣平台滲透率
• 按 OEM 推廣電氣平台

增長機會領域

• 增長機會 1：卡車電動平台的開發
• 增長機會 2：在卡車 BEV/FCEV 技術方面的合作
• 增長機會 3：對卡車高級充電功能的要求

附錄

下一步

Dedicated Electric Platforms Set to Ensure Transformational Growth of the NA and European M&HD Truck Market by 2030

OEMs in the electric truck space are currently pursuing two types of platforms: one based on the internal combustion engine (ICE) platform and the other on a dedicated electric platform. Established OEMs are primarily pursuing the former, while most new-age pure-play EV start-ups prefer the latter; however, established OEMs are also simultaneously working on dedicated electric platforms which will be out on roads only after 2025.

Battery placement and electric motor architecture are the most important design elements in an electric truck platform. Many models use the battery-on-the-side and the battery-in-the-middle designs in existing ICE platforms; however, the battery-on-the-bottom design-suitable for a skateboard platform-will come into use after 2025. As far as motor architecture is concerned, most of the models use central drive motors, while some use eAxles: eCarrier and eCrown. The eAxle: Wheel Hub (two motors each at the rear wheels), an advanced architecture, will come into use in another 2 to 3 years.

The penetration rate of electric trucks in both North America and Europe is expected to be 45.3% by 2030, with 70% of that volume set to use eAxles, while the remaining 30% use centrally driven motors. All the leading OEM groups-Daimler, Volvo, Traton, and Paccar-are anticipating 25%-35% of their new truck sales to be electric by 2030.

Key Issues Addressed:

• What are the major truck OEMs doing in the electrification space?

• Which are the up and coming new-age pure-play electric truck companies?

• What are the various battery placement and electric drivetrain architectures?

• What is the penetration of electric trucks in overall sales in the future?

• What will be the penetration rate of electric-platform-based trucks in the overall OEM sales by 2030?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Truck Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment: Global M&HD Truck Market

• Research Scope
• Market Segmentation

M&HD Truck Platforms

• Platform: Definition and Components
• Platform Types Comparison
• Platform Battery Placements
• Main Platform Component Technology Roadmap: MD Truck
• Main Platform Component Technology Roadmap: HD Truck

Drivetrain Architecture in Electric M&HD Truck Platforms

• Drivetrain Architecture
• OEMs: Drivetrain Architecture Mapping
• OEMs: Drivetrain Architecture Mapping (continued)
• Drivetrain Architecture Roadmap

Daimler

• Daimler: M&HD Truck Platforms and Models
• Daimler: Key Platform Details and Plans
• Daimler: Regional and Application Presence
• Daimler: Truck Platform Specs

Volvo

• Volvo: M&HD Truck Platforms and Models
• Volvo: Key Platform Details and Plans
• Scope of Analysis
• Scope of Analysis

Traton

• Traton: M&HD Truck Platforms and Models
• Traton: Key Platform Details and Plans
• Traton: Regional and Application Presence
• Traton: Truck Platform Specs

Paccar

• Paccar: M&HD Truck Platforms and Models
• Paccar: Key Platform Details and Plans
• Paccar: Regional and Application Presence
• Paccar: Truck Platform Specs

BYD

• BYD: M&HD Truck Platform Details
• BYD: Regional And Application Presence
• BYD: Truck Platform Specs

Nikola

• Nikola: M&HD Truck Platform Details
• Nikola: Regional and Application Presence
• Nikola: Truck Platform Specs

Hyzon

• Hyzon: M&HD Truck Platform Details
• Hyzon: Regional and Application Presence
• Hyzon: Truck Platform Specs

Key Electric M&HD Truck Models

• EV Model Platforms and Drivetrain Architecture
• EV Models Application Spread
• EV Models Application Spread (continued)
• EV Models Application Spread (continued)
• Urban Delivery: Battery and Range
• Urban Delivery: GVWR and Motor
• Regional Haul: Battery and Range
• Regional Haul: GVWR and Motor
• Refuse/Utility: Battery and Range
• Refuse/Utility: GVWR and Motor
• Long Haul: Battery and Range
• Long Haul: GVWR And Motor
• Truck Model Launch Timeline
• Truck Model Launch Timeline (continued)

Electric Penetration Forecast

• M&HD Truck Sales and EV Penetration
• Drivetrain Architecture Penetration
• Estimated Electric Platform Penetration by OEM
• Electric Platform Penetration by OEM

Growth Opportunity Universe

• Growth Opportunity 1: Development of Dedicated Electric Platform for Trucks
• Growth Opportunity 1: Development of Dedicated Electric Platform for Trucks (continued)
• Growth Opportunity 2: Collaboration on BEV and FCEV Technologies for Trucks
• Growth Opportunity 2: Collaboration on BEV and FCEV Technologies for Trucks (continued)
• Growth Opportunity 3: Requirement for High Level Charging Capabilities for Trucks
• Growth Opportunity 3: Requirement for High Level Charging Capabilities for Trucks (continued)

Appendix

• Abbreviations and Acronyms

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer