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1197417

輕型商用車 (LCV) 市場 - 增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Light Commercial Vehicle (LCV) Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

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簡介目錄

輕型商用車市場目前價值 5425.3 億美元，預計未來五年的複合年增長率將達到 7.02% 左右。

COVID-19 大流行以及相關的封鎖和貨物流動限制對市場產生了負面影響。 例如，根據國際勞工組織 (ILO) 的數據，在 COVID-19 疫情期間，公路貨運行業收入下降了 40%。 此外，汽車產量下降和勞動力短缺對市場產生了重大影響。 然而，汽車行業的輕型商用車銷量在 2020 年下半年出現增長，並一直持續到 2021 年。 大流行後，製造商正在實施應急計劃以減輕未來業務的不確定性，以保持與汽車行業關鍵領域客戶的連續性。

從長遠來看，新的和先進的商用車這大大增加了對汽車的需求。 隨著物流和電子商務行業的快速發展，對輕型商用車的需求也可能會增加。 此外，快速城市化催生了需要高效物流的新零售和電子商務平台，從而推動了輕型商用車 (LCV) 市場的增長。

隨著各大公司加速採用電動汽車，向電動汽車的轉變進一步推動了對輕型商用車的需求。 領先製造商還與其他領先企業合作，提供多種產品，在預測期內為大多數現有內燃機輕型商用車提供電氣化服務。

領導者正在推出新的電動輕型商用車並投資於產能擴張，以滿足對輕型商用車不斷增長的需求。 例如

主要亮點

  • 2022 年 9 月，戴姆勒卡車 SE 的日本子公司 FUSO 推出了下一代電動輕型商用車 eCanter。 最新一代 eCanter 計劃於 2023 年春季在日本開始銷售。
  • 2021 年 12 月，電動皮卡和 SUV 製造商 Rivian Automotive 宣布投資 50 億美元，在美國佐治亞州的摩根縣和沃爾頓縣建立第二家製造工廠。 該工廠預計在 2024 年投產時將擁有 40 萬輛的年產能和 7,500 名員工。

同樣推動輕型商用車市場增長的還有來自電子商務公司的大量訂單，這些公司正在大力投資擴大其車隊。 例如

主要亮點

  • 2022 年 10 月，亞馬遜宣布將在未來五年內投資 10 億歐元（10.4 億美元）在歐洲採購電動卡車和送貨車。
  • 2022 年 1 月，亞馬遜從 Stelantis NV 訂購了數千輛 Ram Promaster 電動汽車。 Ram ProMaster 純電動汽車將於 2023 年上市銷售，預計亞馬遜將成為該車的首位機構客戶。

由於輕型商用車 OEM 的強大存在以及皮卡車在美國和加拿大汽車市場的主導地位，預計北美將成為世界上最大的輕型商用車市場。

東盟的皮卡車，印度、中國和韓國的小型卡車，歐洲用於城市內貨運的貨車，許多小型商用車原始設備製造商、電子商務和物流公司的存在亞太和歐洲由於需求上升，預計將成為下一個大市場。

因此，上述所有因素的共同作用預計將推動全球輕型商用車市場的增長。

輕型商用車 (LCV) 市場趨勢

輕型商用車電動化帶來增長機遇

物流和供應鏈行業等行業的巨大增長導致許多新興市場大量採用電動汽車。 2021年，美國電商行業的GMV將達到8700億美元，較2020年同比增長14.2%。 該行業的幾家公司正專注於電動汽車所有權，這可能會在預測期內推動市場。

此外，世界各地採用嚴格的排放法規和電動汽車目標正在推動許多公司對其車輛進行電氣化，這對市場的增長也起著重要作用。 例如，2022年10月，歐盟通過了一項決議，從2035年開始禁止銷售新的內燃機汽車。 因此，幾乎所有的歐洲物流、郵政和電子商務公司都通過從電動汽車原始設備製造商那裡大規模採購電動汽車來實現車隊電氣化。

領先的物流、郵政和電子商務公司已宣布計劃用電動汽車替換所有現有車隊。 這些公司為市場上的主要參與者下訂單和採購車輛。 例如：

  • 2022 年 8 月，英國皇家郵政在部署其第 3,000 輛電動貨車用於最後一英裡交付後，又訂購了 2,000 輛電動貨車。 該訂單由 Stellantis NV 的 Peugeot Partner 和 Peugeot Expert 電動版車型平分。
  • 2022 年 7 月，沃爾瑪向電動貨車製造商 Canoe 訂購了 4,500 輛電動貨車，作為其最後一英裡貨車電氣化計劃的一部分。
  • 2022 年 2 月，挪威郵政訂購了 29 輛沃爾沃 FE 和沃爾沃 FL 電動卡車。

經證實，車隊中增加輕型電動商用車 (LECV) 後，獨立的配送和包裹網絡的配送成本降低了 3%。 擁有大型車隊的公司和組織更願意購買電動汽車而不是租賃它們。

政府法規、對電動汽車的財政激勵以及支持電動汽車的基礎設施的快速建設將推動預測期內研究的市場。

美國和中國可能引領輕型商用車市場

中國的電子商務行業持續發展，帶動了中國的輕型商用車行業。 例如，阿裡巴巴集團、騰訊和京東等本土科技公司主導著中國蓬勃發展的電子商務生態系統。 在中國，去年零售電商收入估計約為13684.57億美元，同比增長8.5%，預計2020年將達到約12640.2億美元。 這一因素有望推動輕型商用車市場的增長。

市場正在強勁增長，並被歐式緊湊型貨車和商用車所吸引。 由於城市化進程的推進和電子商務的蓬勃發展，市中心的人貨兩用都需要優化物流和新的交通規劃。 預計 2022 年至 2030 年間，城市地區的最後一英裡交付量將增長 125%。 輕型商用車主要用於短距離運輸貨物。 隨著物流和電子商務行業的蓬勃發展，對 LCV 的需求可能會增加。 快速的城市化催生了需要高效物流的新零售和電子商務平台，從而推動了輕型商用車 (LCV) 市場的增長。

美國政府歸類為輕型車輛的車輛包括運動型多用途車、貨車、皮卡車和多用途車。 美國公佈2021年12月輕型車銷量為1,221,647輛，其中皮卡銷量增長影響較大。

皮卡車代表了大多數美國人喜歡的一種冒險生活方式，皮卡車在 DIY 運輸部門、電工、水管工、木匠、農民和小型企業中短距離運輸貨物的多功能性。許多個體經營者，例如作為製造商，購買皮卡主要是出於專業需求，在美國多用途車購買者心目中營造出比其他類型車輛更陽剛的皮卡和 SUV 形象，使其成為美國最暢銷的輕型商用車類型狀態。

Rivian R1T、福特 F150 Lightning 和雪佛蘭索羅德 EV 等電動皮卡的推出預計將在未來五年內進一步推動皮卡在美國的銷量。

因此，由於上述因素，預計美國和中國在預測期內仍將是全球最大的輕型商用車市場。

輕型商用車 (LCV) 市場的競爭對手分析

輕型商用車高度集成，在印度、中國、日本和韓國等市場由一些本地和全球參與者主導。 主要參與者包括通用汽車公司、豐田汽車公司、福特汽車公司、Stellantis NV 和戴姆勒卡車公司。

LCV 製造商正在開發新產品和新技術、擴大產能、創建新的合資企業和併購，以提高競爭力並保持其在市場中的地位。 例如：

  • 2022 年 10 月，通用汽車公司旗下品牌 GMC 推出了其首款電動皮卡 GMC Sierra EV，單次充滿電可行駛 640 公裡，牽引能力為 4309 千克。
  • 2022 年 9 月，Stellantis NV 子公司 CNH Industrial 的商用車品牌依維柯推出了電動麵包車“eDaily”。 最大總車重7.2噸，載重量4.6噸，牽引力3.5噸。
  • 2022 年 9 月，Mercedes-Benz AG 和 Rivian Automotive 簽署了戰略合作夥伴關係，共同致力於在歐洲生產電動貨車。 該合作夥伴關係的目的是在中歐和東歐現有的梅賽德斯-奔馳工廠建立一個全新的純電動生產設施。
  • 2022 年 5 月，Stellantis NV 和豐田汽車公司簽署了一項協議，由 Stellantis 在意大利和波蘭的 Stellantis 工廠為豐田生產大型商用貨車。 豐田將從 2024 年起在歐洲以自有品牌銷售這款貨車。
  • 2022 年 3 月，Daimler AG 推出了配備新型柴油發動機和全輪驅動系統的 2023 Sprinter Van。 新發動機的功率為 208bhp，預計將於 2023 年初在美國上市。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第1章介紹

  • 調查先決條件
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

  • 市場驅動力
  • 市場製約因素
  • 波特的五力分析
    • 新進入者的威脅
    • 買方/消費者議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 車輛類型
    • 客車
    • 貨車
    • 皮卡車
    • 其他車輛類型
  • 按噸位
    • 小於 2.5 噸
    • 2.5噸以上3.5噸以下
    • 3.5 噸或更多
  • 按燃料
    • 汽油
    • 柴油機
    • 替代燃料
    • 電動汽車
  • 按地區
    • 北美
      • 美國
      • 加拿大
      • 其他北美地區
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 其他歐洲地區
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 韓國
      • 其他亞太地區
    • 世界其他地區
      • 巴西
      • 阿根廷
      • 阿拉伯聯合酋長國
      • 墨西哥
      • 其他國家

第6章競爭格局

  • 供應商市場份額
  • 公司簡介
    • Daimler AG
    • Renault SA
    • Volkswagen AG
    • Volvo AB
    • Ford Motor Company
    • Ashok Leyland Ltd
    • Tata Motors Ltd
    • Mahindra & Mahindra Ltd
    • VE Commercial Vehicles Limited
    • SML Isuzu Limited
    • Stellantis NV
    • General Motors
    • Toyota Motor Corporation

第7章 市場機會與今後動向

簡介目錄
Product Code: 70398

The light commercial vehicle market is currently valued at USD 542.53 billion, and it is expected to register a CAGR of about 7.02% over the next five years.

The outbreak of the COVID-19 pandemic and the associated lockdown and restricted movement of goods impacted the market adversely. For instance, according to the data from the International Labor Organisation (ILO), during the COVID-19 pandemic, the revenues of the road freight industry declined by 40%. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. However, the automotive industry witnessed a growth in light commercial vehicle sales in the second half of 2020, and it continued during 2021 as well. Post-pandemic, the manufacturers are implementing contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry.

Over the long term, increasing regulations on vehicle emissions, advancement in vehicle safety, the introduction of driver-assist systems in vehicles, and rapidly growing logistics in the retail and e-commerce sectors have been significantly driving the demand for new and advanced commercial vehicles. The demand for LCVs is likely to increase as the logistics and e-commerce industries are growing rapidly. Additionally, rapid urbanization has created new retail and e-commerce platforms, which require efficient logistics, leading to the growth of the light commercial vehicles (LCV) market.

The transition toward electric mobility further increases the demand for light commercial vehicles, owing to the faster adoption of electric vehicles by major companies. Large-scale manufacturers are also offering several products, in partnerships with other major companies, to transform the existing majority of engine-powered light commercial vehicles to electric over the forecast period.

Key players are launching new electric light commercial vehicles and investing in capacity expansion to address the growing demand for electric light commercial vehicles. For instance

Key Highlights

  • In September 2022, FUSO, the Japanese subsidiary of Daimler Truck SE, launched the next generation of electric eCanter light commercial vehicles. The sales of this latest generation of eCanter vehicles are scheduled to begin in Japan in the spring of 2023.
  • In December 2021, Rivian Automotive, a manufacturer of electric pickup trucks and SUVs, announced investing USD 5 billion to set up its second manufacturing facility at Morgan and Walton counties in Georgia, United States. The plant will have an annual production of 400,000 vehicles and will employ 7,500 people when the plant begins operations in 2024.

The growth in the market for light commercial vehicles is also being driven by the large orders from e-commerce companies that are investing majorly in fleet expansion. For instance,

Key Highlights

  • In October 2022, Amazon announced it to spend EUR 1 billion (USD 1.04 billion) to procure electric trucks and delivery vans over the next five years in Europe.
  • In January 2022, Amazon placed an order for thousands of units of Ram ProMaster Battery Electric Vehicles from Stellantis NV. Ram ProMaster Battery Electric Vehicle will be launched in 2023, and Amazon will be the first institutional customer for the vehicle.

North America is anticipated to be the largest market for light commercial vehicles in the world due to the large presence of light commercial vehicle OEMs and the dominance of pickup trucks in the automotive markets of the United States and Canada.

Asia-Pacific and Europe are forecasted to be the next biggest markets because of the dominance of pickup trucks in ASEAN, small trucks in India, China, and South Korea, and delivery vans in Europe for intracity freight transportation, the presence of many light commercial vehicle OEMs, and rising demand from the e-commerce and logistics companies.

Thus, the confluence of all the above factors is predicted to propel growth in the light commercial vehicle market worldwide.

Light Commercial Vehicle (LCV) Market Trends

Electrification of Light Commercial Vehicles Likely to Bring Growth Opportunities

Due to the tremendous growth among sectors like logistics and supply chain industries, the adoption of electric vehicles is quite evident in many emerging markets. In 2021, the e-commerce sector grew to a Gross Merchant Value (GMV) of USD 870 billion in the United States, registering a YoY growth of 14.2% from 2020. Several companies operating in the sector are focused on having an electric vehicle fleet, which is likely to drive the market during the forecast period.

In addition, the adoption of stringent emission norms and electric vehicle targets in countries worldwide are pushing many companies to electrify their fleet, which is also playing a crucial role in the market's growth. For instance, in October 2022, the EU passed the resolution to ban the sales of new IC engine vehicles from 2035. Thus, almost all the logistics, postal, and e-commerce companies in Europe are electrifying their fleets by procuring electric vehicles on a large scale from the electric vehicle OEMs.

Big logistics, postal, and e-commerce companies have already announced to turn their entire fleets to electric. The companies have been placing orders with key players in the market to source the vehicles. For instance,

  • In August 2022, Royal Mail of the United Kingdom ordered another 2,000 units of electric vans after deploying its 3,000th electric van for last-mile deliveries. The order is evenly split for electric versions of the Peugeot Partner and Peugeot Expert models from Stellantis NV.
  • In July 2022, Walmart ordered 4,500 electric delivery vans from Canoo, an electric van manufacturer, as a part of its plans to electrify its last-mile delivery fleet.
  • In February 2022, Norwegian Post placed an order for 29 units of Volvo FE and Volvo FL electric trucks.

It has been identified that adding light electric commercial vehicles (LECV) to the vehicle fleet led to a distribution cost saving of 3% in the separate mail and parcel network. Companies and organizations with large fleets prefer to buy electric vehicles instead of leasing them.

The government regulations, financial incentives toward electric vehicles, and the quick establishment of infrastructure supporting EVs would boost the market studied during the forecast period.

United States and China are likely to Lead the LCV Market

The Chinese e-commerce industry is continuously growing, which is driving the LCV industry in the country. For instance, Local technology companies such as Alibaba Group, Tencent, and JD.com are dominating a rapidly growing e-commerce ecosystem in the country. In China, revenue from retail e-commerce was estimated at roughly USD 1,368.457 billion last year, with a YoY growth of 8.5%, while in 2020, it was around USD 1,260.402 billion. This factor is expected to drive the LCV market's growth.

The market is growing strongly and gravitating toward European-style compact vans and commercial vehicles. Increased urbanization and the boom in e-commerce call for optimized logistics and new transport plans in city centers, both for people and goods. Final-mile deliveries in urban areas are expected to increase by 125% between 2022 and 2030. Light commercial vehicles are largely used for carrying goods for shorter distances. The demand for LCVs is likely to increase as the logistics and e-commerce industries are growing rapidly. Rapid urbanization has created new retail and e-commerce platforms that require efficient logistics, leading to the growth of the light commercial vehicles (LCV) market.

The vehicles classified by the US government under light vehicles include Sports Utility Vehicles, Vans, Pick-up Trucks, and Multi-purpose Vehicles. In December 2021, the light vehicle sales in the United States were reported to be 1,221,647 units, driven largely by the growth in the sales of pickup trucks.

Pickup trucks are the most sold type of light commercial vehicles in the United States due to the adventure lifestyle enjoyed by most Americans, the versatility of pickup trucks in hauling goods over short distances in the DIY hauling segment, the large number of self-employed professionals like electricians, plumbers, carpenters, farmers, and small contractors who buy pickup trucks mainly for their professional requirements and the masculine image the pickup trucks and SUVs portray over another type of vehicles in the minds of the average American vehicle buyers.

The introduction of electric pickup trucks like Rivian R1T, Ford F150 Lightning, and Chevrolet Silverado EV are further expected to drive the sales of pickup trucks over the next five years in the United States.

Thus, the United States and China are anticipated to remain the largest markets for light commercial vehicles in the world over the forecast period due to the aforementioned factors.

Light Commercial Vehicle (LCV) Market Competitor Analysis

The light commercial vehicle is highly consolidated and dominated by global players, with some local players in markets like India, China, Japan, and South Korea. Some of the major players include General Motors Company, Toyota Motor Corporation, Ford Motor Company, Stellantis NV, and Daimler Truck SE.

LCV manufacturers are developing new products and technologies, expanding their production capacities, and engaging in new joint ventures and mergers and acquisitions to increase their competitiveness and stay relevant in the market. For instance,

  • In October 2022, GMC, a brand of General Motors Company, launched its first electric pickup truck GMC Sierra EV, which has 640km of range on a single full charge and a towing capacity of 4,309kg.
  • In September 2022, Iveco, the commercial vehicle brand of CNH Industrial, a subsidiary of Stellantis NV, launched the eDaily electric van. The van will be available at up to 7.2 tonnes GVW enabling a 4.6-tonne payload and 3.5-tonne towing capability.
  • In September 2022, Mercedes Benz AG and Rivian Automotive signed a strategic partnership to cooperate on the production of electric vans in Europe. The purpose of the partnership is to build an all-new electric-only production facility leveraging an existing Mercedes Benz site in Central/Eastern Europe.
  • In May 2022, Stellantis NV and Toyota Motor Corp. signed an agreement that will see Stellantis manufacturing large commercial vans for Toyota at Stellantis' plants in Italy and Poland. Toyota will sell these vans under its own brand in Europe starting in 2024.
  • In March 2022, Daimler AG debuted its 2023 Sprinter Van with a new diesel engine and an AWD system. The new engine produces 208 hp, and it is expected to go on sale in the United States by early 2023.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Vehicle Type
    • 5.1.1 Passenger Van
    • 5.1.2 Cargo Van
    • 5.1.3 Pickup Truck
    • 5.1.4 Other Types of Vehicle
  • 5.2 By Tonnage Capacity Type
    • 5.2.1 Less Than 2.5 Tons
    • 5.2.2 2.5 To 3.5 Tons
    • 5.2.3 More Than 3.5 Tons
  • 5.3 By Fuel Type
    • 5.3.1 Gasoline
    • 5.3.2 Diesel
    • 5.3.3 Alternative Fuels
    • 5.3.4 Electric
  • 5.4 Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
      • 5.4.1.3 Rest of North America
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 India
      • 5.4.3.2 China
      • 5.4.3.3 Japan
      • 5.4.3.4 South Korea
      • 5.4.3.5 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 United Arab Emirates
      • 5.4.4.4 Mexico
      • 5.4.4.5 Other Countries

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Daimler AG
    • 6.2.2 Renault SA
    • 6.2.3 Volkswagen AG
    • 6.2.4 Volvo AB
    • 6.2.5 Ford Motor Company
    • 6.2.6 Ashok Leyland Ltd
    • 6.2.7 Tata Motors Ltd
    • 6.2.8 Mahindra & Mahindra Ltd
    • 6.2.9 VE Commercial Vehicles Limited
    • 6.2.10 SML Isuzu Limited
    • 6.2.11 Stellantis NV
    • 6.2.12 General Motors
    • 6.2.13 Toyota Motor Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS