 | • レポートコード：D0-MOR-AP0358 • 出版社/出版日：Mordor Intelligence / 2020年3月 • レポート形態：英文、PDF、100ページ • 納品方法：Eメール（受注後2-3営業日） • 産業分類：自動車 |
| Single User | ￥629,000 (USD4,250) | ▷ お問い合わせ |
| Team User | ￥703,000 (USD4,750) | ▷ お問い合わせ |
| Corporate License | ￥1,110,000 (USD7,500) | ▷ お問い合わせ |
• お支払方法：銀行振込（納品後、ご請求書送付）
レポート概要
| 本調査レポートは、電気商用車の世界市場について調査・分析した資料で、電気商用車の市場概要、動向、セグメント別市場規模、地域別分析、競争状況、企業情報、市場機会分析などで構成されています。 |
The Electric Commercial Vehicle market is poised to register a CAGR of over 25.0% over the forecast period (2020-2025).
The continuous expansion of the industrial sector in the emerging markets and the development of commercial operations in logistics, a significant demand for commercial vehicles was observed in 2018, and this demand is anticipated to continue to grow during the forecast period, However, this increase in demand creating emission problems, owing to which the countries are heading towards electrification of commercial vehicles.
The UN estimates that the world’s population will grow to 9.8 billion by 2050. They will have to get from A to B and be supplied with goods. In turn, more commercial vehicles mean more exhaust gases and more noise. Few countries have already included electric vehicles in the
existing commercial fleet. For instance, China is a forerunner when it comes to the use of e-buses. It has already realized that electrification of commercial vehicles offers great opportunities and advantages. However, there are also challenges that still have to be overcome.
Electrification will grow in importance in the coming years and decades. The climate protection targets defined in the 2016 Paris Agreement are ambitious: All transport is to be zero emission by 2050. That means countries worldwide have to cut their traffic-related emissions. Some, such as the U.S., Canada, China, Japan and India, have already introduced thresholds for commercial vehicles. The EU is slowly following suit: The average CO2 emissions of heavy-duty commercial vehicles there are to be at least 30 percent below 2019 levels by 2030.
Key Market Trends
High Initial Cost and Battery Concerns Are Hindering the Growth Of Electric Commercial Vehicle Market
The biggest challenge hindering the growth of the electric truck market is the high initial investment needed. Electric trucks are expensive because of the high cost of the batteries. The earlier versions of electric vehicles used lead-acid batteries. These are now being replaced with Li-ion batteries, as they have a less adverse impact on the environment and provide greater efficiency. However, Li-ion batteries are more expensive compared to lead-acid batteries, which in turn increase the total cost of the electric truck.
The cost of the battery in an electric truck is about one-third of the total price of the truck. The average price per usable kilowatt of a Li-ion battery for an electronic powertrain range from USD 900 to 1,250. The battery of the electric vehicle makes up the largest portion of the vehicle’s cost. The cost of the battery makes an electric truck fleet cost much more than a diesel truck fleet, increasing the investment amount by a huge margin. A regular diesel-powered truck costs approximately USD 400,000- 500,000. However, a diesel-electric hybrid truck costs about USD 800,000.
In addition to the battery cost, the time taken to charge an electric truck battery, combined with a limited number of charging stations can also hinder the growth of the market.
Asia-Pacific Is Expected to Lead The Market
The electric commercial vehicle market is anticipated to lead by Asia-Pacific followed by Europe and North America respectively. In 2019, the electric vehicle market share in the world’s largest auto market, China, increased from 4.5% to 4.7%, even after a significant trimming of incentives from July. The EV market share increase comes at an 8.4% fall in sales of combustion vehicles
(26.82 million in 2018 to 24.56 million in 2019), with EV sales remaining relatively safe (1.26 million trimmed to 1.21 million).
China is also far ahead when it comes to the use of electric buses: There are around 385,000 e-buses on the road worldwide – 99 percent of them in the People’s Republic. In Europe, the Netherlands leads the way when it comes to electric buses: Amsterdam’s Schiphol Airport is the first in the world to transfer passengers to planes in e-buses – 35 have been in use there since mid-2015. Some of the school buses in California are electrically powered. London has had e-buses since 2013 and its entire bus fleet is to be electrified by 2037.
Competitive Landscape
The electric commercial vehicle market is dominated by few major players such as Tata
Motors, BYD Auto Co., Ltd. Proterra, Inc., AB Volvo, Daimler AG, Zhongtong Bus Holding, Ashok Leyland and among others.
The manufacturers are developing electric commercial vehicles through joint-ventures, partnerships, and transforming their existing IC engine fleet into electric. For instance,
– In November 2019, Foton Motors announced to sell 200,000 new energy commercial vehicles a year by 2025. Foton, which also builds Auman-branded trucks with Daimler, plans to invest 18 billion yuan (USD 2.6 billion) on research, supply chain and manufacturing facilities for the new energy commercial vehicle project.
– In June 2019, BYD Auto Co., Ltd announced to offer all-electric trucks to the Australian market in a partnership with Macquarie Group. BYD will offer T5 and T6 electric trucks models to the Australian market; Each of the models has a range of 300km on a single charge and will be targeted towards the small to medium logistics companies in Australia
Reasons to Purchase this report:
– The market estimate (ME) sheet in Excel format
– 3 months of analyst support
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 Bus
5.1.2 Trucks
5.1.3 Pick-up Trucks
5.1.4 Vans
5.2 By Propulsion
5.2.1 BEV
5.2.2 PHEV
5.2.3 FCEV
5.3 By Power Output
5.3.1 Less than 150 Kw
5.3.2 150 – 250 Kw
5.3.3 Above 250 Kw
5.4 Geography
5.4.1 North America
5.4.1.1 United States
5.4.1.2 Canada
5.4.1.3 Mexico
5.4.1.4 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 Russia
5.4.2.5 Spain
5.4.2.6 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 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 Saudi Arabia
5.4.4.5 Other Countries
6 COMPETITIVE LANDSCAPE
6.1 Vendor Market Share
6.2 Company Profiles*
6.2.1 BYD Auto Co., Ltd
6.2.2 Proterra, Inc.
6.2.3 AB Volvo
6.2.4 Daimler AG
6.2.5 Tata Motors Limited
7 MARKET OPPORTUNITIES AND FUTURE TRENDS