電気トラック市場

出版:MarketsandMarkets

電気トラック市場:駆動(BEV、PHEV、FCEV)、タイプ(軽量、中型、大型)、距離(200マイルまで、200マイル超)、バッテリータイプ、バッテリー容量、自動レベル、エンドユーザ、最大積載量、地域別の2030年までの市場予測
Electric Trucks Market by Propulsion(BEV, PHEV & FCEV), Type (Light, Medium & Heavy-duty Trucks), Range (upto 200 miles & above 200 miles), Battery Type, Battery Capacity, Level of Automation, End User, Payload Capacity & Region – Global Forecast to 2030

種別 英文調査報告書
出版年月 2021年8月
ページ数 223
図表数 208
出版 MarketsandMarkets

レポート目次  お問合せ

電気トラック市場は2021年中に6万9,597台、2030年までには予測期間内CAGR39.7%となる141万3,694台に達すると予測されています。排出水準の向上と石油価格の上昇、そして石油の提供量が限られていることにより、ゼロエミッションの代替燃料車両への需要が増加しています。それにより近年の電動車両需要の増加の主要要因となっています。

MarketsandMarkets「電気トラック市場:駆動(BEV、PHEV、FCEV)、タイプ(軽量、中型、大型)、距離(200マイルまで、200マイル超)、バッテリータイプ、バッテリー容量、自動レベル、エンドユーザ、最大積載量、地域別の2030年までの市場予測 – Electric Trucks Market」は世界の電気トラック市場を調査・分析し、2030年までの市場予測を行っています。

主な掲載内容

  • 市場概観
  • 電気トラック – バッテリー容量別
  • 電気トラック – バッテリータイプ別
    • リチウムニッケルマンガンコバルト酸化物
    • リン酸鉄リチウム
    • その他
  • 電気トラック – エンドユーザ別
    • ラストマイルデリバリー
    • フィールドサービス
  • 電気トラック – 自動運転レベル別
    • レベル1
    • レベル2&3
    • レベル4
    • レベル5
  • 電気トラック – 最大積載量別
  • 電気トラック – 駆動タイプ別
  • 電気トラック – 距離別
  • 電気トラック – タイプ別
  • 電気トラック – 地域別
    • アジア太平洋地域
    • 欧州
    • 北米
  • 競争環境
  • 企業情報(事業概要、提供製品、SWOT分析、MarketsandMarketsの見解)
  • MarketsandMarketsからの提言
  • 別表

The electric trucks market is estimated to be 69,597 units in 2021 and is projected to grow at a CAGR of 39.7% during the forecast period, to reach 1,413,694 units by 2030. Due to the rising emissions levels and increasing prices of petroleum, along with petroleum’s limited availability, there has been a growing demand for Zero emission alternative fuel vehicles. This has been a major factor for increasing demand of EV’s in the market since the past few years. The governments of several countries are taking initiatives to promote clean sources of energy by instituting stringent emission norms and providing subsidies, tax benefits for early adoption of EV’s and other low emission vehicles to help meet these stringent emission regulations. Electric trucks have also been growing in demand past few years due to these reasons. Top OEM’s like BYD, Daimler AG, AB Volvo, PACCAR Inc, Scania AB, and other players like Renault, Tata Motors, Tesla Inc, Rivian and others have been working for development of electric trucks.

A Major issue with electric trucks has been lower range due to limited battery capacity. With improving technology, as better EV batteries are being produced, the range of these EV trucks have been improving significantly. The reducing Battery cost will also reduce the overall cost of electric trucks, thereby improving the profitability by use of these trucks for commercial operations. This will further create demand for EV trucks in the future. Development of appropriate charging infrastructure has further improved the viability of electric trucks in the market for daily use across various sectors. The development of self-driving truck technology will also improve the demand for electric trucks once technology is matured. Most countries have come up with policy’s for shifting to electric vehicles such as trucks for commercial operations. For Instance, since 2019, US has made regulations to shift to using electric trucks for interstate logistics across some states in the country. Germany and China have also promoted the use of electric trucks and have become some of the top markets for this segment. Germany has setup electric lines on their highways for use of electric trucks without the need for destination charging. China has encouraged OEM’s in the country to produce electric trucks for its domestic use. The country had more than 20 times the sales of electric trucks domestically than US and Europe combined till the first half of 2020.
The major challenge for the growth of the electric truck market is its high cost. However, increasing R&D in the field of EV technology is leading to decreasing cost of EV Batteries, gradually reducing the cost difference. Another challenge to the growth of the electric truck market is lack of standardization of EV charging infrastructure and slow setup of EV charging stations in many countries. The limited range of electric trucks also limit their use in various countries. In India for instance, the limited number of electric trucks operate by battery switching due to less availability of EV fast charging stations. Lesser driving range and inadequate charging infrastructure are the key factors resulting in limited popularity of electric trucks in developing countries.

The electric truck market in Europe is segmented into France, Germany, Netherlands, Norway, Sweden, and United Kingdom. Europe has stringent emission regulation standards. The governments of European region are providing huge incentives to promote electric vehicles. As a result, the demand for electric vehicles has increased tremendously in the region. The region is home to electric truck manufacturers such as Volvo, Daimler and others. Europe has set a very ambitious goal of reducing 80% CO2 emission by 2050 and has created a roadmap for the same. The governments of various countries in Europe are subsidizing electric infrastructure and the focus will continue to be on electric vehicles in the long run. Volvo has announced plans to launch a complete range of heavy duty electric trucks in the region starting 2021 and through the upcoming years. It is currently running tests for Volvo FMX, Volvo FX, Volvo FM which would be used for regional transport and urban construction. Sales will start by the end of 2021 and production in large volumes will start by the first half of 2022. These trucks will come with a battery configuration of around 186 miles or 300 km. The company is targeting 50% electric sales in the region by 2030. Some top electric truck startups in the region include Einride (Sweden), Volta Trucks (Sweden), Tevva (UK), StreetScooter (Germany) and E-Trucks Europe (Netherlands). These companies have also been developing electric truck technology and some of them have already brought electric trucks for the market.

The electric truck market is dominated by players such as BYD(China), Daimler AG (Germany), AB Volvo (Sweden), PACCAR(U.S.), Scania AB(Sweden) and others. Key strategies adopted by these companies to sustain their positions are new launches, expansions, collaborations, and joint ventures. These strategies have been analyzed to understand the positions of these companies in the market. For instance, in March 2021, The Volvo Group has acquired 50 percent of the partnership interests in the existing Daimler Truck Fuel Cell GmbH & Co. The ambition is to make the new joint venture a leading global manufacturer of fuel-cells, and thus help the world take a major step towards climate-neutral and sustainable transportation by 2050. Also, in November 2020, Scania AB acquired Nantong Gaikai and the acquisition allowed it to obtain truck manufacturing license in China. Nantong Gaikai was under state owned Jiangsu Gaikai Investment Development Group.

“Light duty trucks to ensure dominant position of the segment”

The electric truck market by vehicle type comprises majorly of light-duty trucks, medium-duty and heavy-duty trucks. This is because of their growing popularity for electric pickups around the world as zero emission vehicles while for medium-duty and heavy-duty vehicles, the price of long-range electric trucks increases drastically which makes it less economical for many regions. As prices of EV batteries decreases and range of vehicles keep improving, the market for electric trucks will also increase at a faster rate in the coming years. The demand for light-duty electric trucks would grow with increase in adoption of light duty-trucks in e-commerce and distribution services.

“NMC Battery segment expected to lead to market growth”

The electric truck market is dominated by the NMC battery as it is the most efficient. Most market-leading Chinese OEMs use these batteries in electric trucks in its fleets. These batteries have a comparatively higher energy density than LFP batteries. Also, the cost of NMC batteries is declining and level with the cost of LFP batteries, thus, further boosting the NMC battery market. Although, the demand for LFP is also on the rise in the forecasted period as the life of LFP batteries is longer than the NMC batteries. Adoption of NMC batteries is expected to rise in the near future in European and American countries.

The study contains insights from various industry experts, ranging from component suppliers to tier 1 companies and OEMs. The break-up of the primaries is as follows:
• By Company Type: Tier 1 – 40%, Tier 2 – 42%, Others – 18%
• By Designation: C level – 57%, D level – 29%, Others – 14%
• By Region: North America – 39%, Europe – 33%, Asia Pacific- 28%
The electric truck market is dominated by players such as BYD(China), Daimler AG (Germany), AB Volvo (Sweden), PACCAR(U.S.), Scania AB(Sweden) and others.

Research Coverage

The report segments the electric trucks market and forecasts its size, by volume, on the basis of propulsion type (BEV, PHEV, FCEV) vehicle type (light Duty trucks, Medium Duty trucks, heavy duty trucks), battery type (Lithium-Nickel-Manganese-Cobalt Oxide, Lithium-Iron-Phosphate, others), end user (Last mile Delivery, long haul transportation, distribution services, refuse services, field services), by range (upto 200 miles, above 200 miles), payload capacity (upto 10,000 lbs, 10,001-26,000 lbs, Above 26,000 lbs), level of automation (semi-autonomous and automation), battery capacity (less than 50kWh, 50-250 kwh, above 250 kwh) & Region. It also covers the competitive landscape and company profiles of the major players in the electric truck market ecosystem.

Key Benefits of Buying the Report:
• The report will help market leaders/new entrants in this market with information on the closest approximations of revenue and volume for electric truck market and its sub segments.
• This report will help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies.
• The report will also help the market players understand the impact of COVID-19 on electric trucks market.
• The report also helps stakeholders understand the pulse of the market and provides them information on key market drivers, restraints, challenges, and opportunities.


目次

1 INTRODUCTION 19

1.1 OBJECTIVES OF THE STUDY 19
1.2 MARKET DEFINITION 20
TABLE 1 SEGMENTS AND THEIR DEFINITION 20
1.2.1 INCLUSIONS & EXCLUSIONS 21
TABLE 2 INCLUSIONS & EXCLUSIONS 21
1.3 MARKET SCOPE 22
FIGURE 1 MARKET SEGMENTATION: ELECTRIC TRUCKS MARKET 22
1.3.1 YEARS CONSIDERED FOR STUDY 22
1.4 CURRENCY 23
TABLE 3 CURRENCY EXCHANGE RATES (USD) 23
1.5 PACKAGE SIZE 23
1.6 STAKEHOLDERS 23

2 RESEARCH METHODOLOGY 24

2.1 RESEARCH DATA 24
FIGURE 2 ELECTRIC TRUCKS MARKET: RESEARCH DESIGN 24
FIGURE 3 RESEARCH DESIGN MODEL 25
2.1.1 SECONDARY DATA 26
2.1.1.1 Key secondary sources for electric truck sales 26
2.1.1.2 Key data from secondary sources 27
2.1.2 PRIMARY DATA 28
FIGURE 4 BREAKDOWN OF PRIMARY INTERVIEWS 28
2.1.2.1 Primary participants 29
2.2 MARKET ESTIMATION METHODOLOGY 29
FIGURE 5 RESEARCH METHODOLOGY: HYPOTHESIS BUILDING 30
2.3 MARKET SIZE ESTIMATION 31
2.3.1 BOTTOM-UP APPROACH 31
FIGURE 6 BOTTOM-UP APPROACH: ELECTRIC TRUCKS MARKET 31
2.3.2 TOP-DOWN APPROACH 32
FIGURE 7 TOP-DOWN APPROACH: ELECTRIC TRUCKS MARKET 32
FIGURE 8 ELECTRIC TRUCKS MARKET: RESEARCH DESIGN AND METHODOLOGY 32
FIGURE 9 RESEARCH APPROACH: ELECTRIC TRUCKS MARKET 33
2.3.3 DEMAND-SIDE APPROACH 33
2.4 DATA TRIANGULATION 34
FIGURE 10 DATA TRIANGULATION 34
2.5 FACTOR ANALYSIS 35
2.5.1 FACTOR ANALYSIS FOR MARKET SIZING: DEMAND- AND SUPPLY-SIDE 35
2.6 RESEARCH ASSUMPTIONS 36
2.7 RESEARCH LIMITATIONS 36
3 EXECUTIVE SUMMARY 37
FIGURE 11 ELECTRIC TRUCKS MARKET DYNAMICS 38
TABLE 4 ADOPTION OF ELECTRIC COMMERCIAL VEHICLES, BY COMPANY 39
FIGURE 12 NMC BATTERIES TO HOLD THE LARGEST SHARE IN THE ELECTRIC TRUCK MARKET, 2021 VS. 2030 (UNITS) 40
FIGURE 13 THE HEAVY-DUTY TRUCKS SEGMENT IS EXPECTED TO GROW AT THE HIGHEST GROWTH DURING THE FORECAST PERIOD 40

3.1 COVID-19 IMPACT ON ELECTRIC TRUCKS MARKET, 2021–2030 41

FIGURE 14 IMPACT OF COVID-19 ON ELECTRIC TRUCK MARKET 41
4 PREMIUM INSIGHTS 42
4.1 ATTRACTIVE OPPORTUNITIES IN THE ELECTRIC TRUCKS MARKET 42
FIGURE 15 INCREASED FUEL-EFFICIENT VEHICLE OWNERSHIP IS EXPECTED TO DRIVE THE DEMAND FOR ELECTRIC TRUCKS 42
4.2 ELECTRIC TRUCKS MARKET, BY REGION 43
FIGURE 16 ASIA PACIFIC IS ESTIMATED TO ACCOUNT FOR THE LARGEST SHARE OF ELECTRIC TRUCKS MARKET IN 2021 43
4.3 ELECTRIC TRUCKS MARKET, BY BATTERY TYPE 43
FIGURE 17 THE LITHIUM-NICKEL-MANGANESE-COBALT OXIDE SEGMENT IS EXPECTED TO LEAD THE MARKET FROM 2021 TO 2030 43
4.4 ELECTRIC TRUCKS MARKET, BY RANGE 44
FIGURE 18 ABOVE 200 MILES SEGMENT TO GROW AT A HIGHER RATE DURING THE FORECAST PERIOD 44
4.5 ELECTRIC TRUCKS MARKET, BY PROPULSION 44
FIGURE 19 FCEV SEGMENT IS PROJECTED TO GROW AT THE HIGHEST CAGR
FROM 2021 TO 2030 44
4.6 ELECTRIC TRUCKS MARKET, BY LEVEL OF AUTOMATION 45
FIGURE 20 THE SEMI-AUTONOMOUS ELECTRIC TRUCKS SEGMENT IS EXPECTED TO LEAD THE MARKET 45
4.7 ELECTRIC TRUCKS MARKET, BY BATTERY CAPACITY 45
FIGURE 21 50-250 KWH SEGMENT IS ANTICIPATED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 45
4.8 ELECTRIC TRUCKS MARKET, BY END USER 46
FIGURE 22 THE FIELD SERVICES SEGMENT IS PROJECTED TO GROW AT THE HIGHEST CAGR FROM 2021 TO 2030 46
4.9 ELECTRIC TRUCKS MARKET, BY TYPE 46
FIGURE 23 THE LIGHT-DUTY TRUCKS SEGMENT IS EXPECTED TO LEAD THE MARKET 46

5 MARKET OVERVIEW 47

5.1 INTRODUCTION 47
5.2 MARKET DYNAMICS 48
FIGURE 24 ELECTRIC TRUCKS MARKET: MARKET DYNAMICS 48
TABLE 5 ELECTRIC TRUCKS MARKET: IMPACT OF MARKET DYNAMICS 48
5.2.1 DRIVERS 49
5.2.1.1 Reducing the cost of EV batteries 49
FIGURE 25 EV BATTERY PRICING ANALYSIS 49
FIGURE 26 OPERATING COST: ELECTRIC TRUCKS VS. ICE TRUCKS 50
5.2.1.2 Lower operating costs 50
TABLE 6 AVERAGE GASOLINE PRICES IN US (2016-2020) 50
TABLE 7 AVERAGE DIESEL PRICES IN US (2016-2020) 51
FIGURE 27 OIL CONSUMPTION AROUND THE WORLD IN THE PAST 10 YEARS 51
5.2.1.3 Upcoming EV truck models being developed with higher vehicle range 51
TABLE 8 NEW AND UPCOMING EV TRUCK MODELS (2021) 52
5.2.1.4 Rising demand for electric trucks in the logistics and other industries 54
FIGURE 28 ELECTRIC TRUCKS MARKET SHARE, BY END USER (2020) 54
5.2.2 RESTRAINTS 55
5.2.2.1 High initial investment required in electric truck production 55
FIGURE 29 FUEL INFRASTRUCTURE: INITIAL INVESTMENT 55
5.2.2.2 Lack of EV charging infrastructure 55
FIGURE 30 EV CHARGER DENSITY COMPARISON 56
FIGURE 31 PRIVATE, SEMI-PUBLIC, AND PUBLIC CHARGING 56
5.2.2.3 Long charging time compared to other fuels 57
FIGURE 32 CHARGING TIME REQUIRED TO CHARGE USING DIFFERENT CHARGING TYPES 57
5.2.2.4 Limited vehicle range 57
5.2.3 OPPORTUNITIES 57
5.2.3.1 Development of self-driving truck technology 57
5.2.3.2 Government initiatives pertaining to EVs 58
FIGURE 33 ELECTRIFICATION TARGET, BY COUNTRY 58
FIGURE 34 REGULATORY COMPARISON FOR EVS ACROSS THE WORLD 59
TABLE 9 GOVERNMENT PROGRAMS FOR THE PROMOTION OF ELECTRIC COMMERCIAL VEHICLE SALES 59
5.2.3.3 Development of wireless EV charging technology for easy truck charging 60
5.2.4 CHALLENGES 60
5.2.4.1 High cost of existing range of electric trucks 60
5.2.4.2 Insufficient standardization of EV charging infrastructure 60
FIGURE 35 EV CHARGERS USED AROUND THE WORLD 61
5.3 PORTER’S FIVE FORCES 61
FIGURE 36 PORTER’S FIVE FORCES: ELECTRIC TRUCKS MARKET 62
TABLE 10 ELECTRIC TRUCKS MARKET: IMPACT OF PORTERS 5 FORCES 62
5.3.1 THREAT OF SUBSTITUTES 63
5.3.2 THREAT OF NEW ENTRANTS 63
5.3.3 BARGAINING POWER OF BUYERS 63
5.3.4 BARGAINING POWER OF SUPPLIERS 63
5.3.5 RIVALRY AMONG EXISTING COMPETITORS 63
5.4 ELECTRIC TRUCKS MARKET ECOSYSTEM 64
FIGURE 37 ELECTRIC TRUCKS MARKET: ECOSYSTEM ANALYSIS 64
5.4.1 EV CHARGING PROVIDERS 64
5.4.2 TIER I SUPPLIERS 64
5.4.3 OEMS 64
5.4.4 END USERS 64
TABLE 11 ELECTRIC TRUCKS MARKET: ROLE OF COMPANIES IN ECOSYSTEM 65
5.5 VALUE CHAIN ANALYSIS 67
FIGURE 38 VALUE CHAIN ANALYSIS OF ELECTRIC TRUCKS MARKET 67
5.6 REVENUE SHIFT FOR ELECTRIC TRUCKS MANUFACTURER 68
FIGURE 39 REVENUE SHIFT AND HOT BETS IN ELECTRIC TRUCKS MARKET 68
5.7 ELECTRIC TRUCK PRICING ANALYSIS 69
TABLE 12 DIESEL/PETROL TRUCK: AVERAGE PRICE COMPARISON 69
TABLE 13 ELECTRIC TRUCK: AVERAGE PRICE COMPARISON 69
5.8 TECHNOLOGY ANALYSIS 70
5.8.1 SMART CHARGING SYSTEM IN E-TRUCK STATIONS 70
FIGURE 40 SMART EV CHARGING SYSTEM 70
5.8.2 SOLID-STATE BATTERY (SSB) 71
5.8.3 IOT IN ELECTRIC VEHICLES 71
5.9 PATENT ANALYSIS 71
TABLE 14 IMPORTANT PATENT REGISTRATIONS RELATED TO THE ELECTRIC TRUCK MARKET 71
5.10 CASE STUDY 74
5.10.1 A CASE STUDY ON BATTERY-ELECTRIC TRUCK USER’S EXPERIENCES
IN NORWAY 74
5.11 REGULATORY OVERVIEW 75
5.11.1 NETHERLANDS 76
TABLE 15 ETHERLANDS: INCENTIVES FOR ELECTRIC VEHICLES 76
TABLE 16 NETHERLANDS: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 76
5.11.2 GERMANY 77
TABLE 17 GERMANY: ELECTRIC VEHICLE INCENTIVES 77
TABLE 18 GERMANY: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 77
5.11.3 FRANCE 78
TABLE 19 FRANCE: ELECTRIC VEHICLE INCENTIVES 78
TABLE 20 FRANCE: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 78
5.11.4 UK 79
TABLE 21 UK: ELECTRIC VEHICLE INCENTIVES 79
TABLE 22 UK: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 79
5.11.5 CHINA 80
TABLE 23 CHINA: ELECTRIC VEHICLE INCENTIVES 80
TABLE 24 CHINA: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 80
5.11.6 US 80
TABLE 25 US: ELECTRIC VEHICLE INCENTIVES 80
TABLE 26 US: ELECTRIC VEHICLE CHARGING STATION INCENTIVES 81
5.12 COVID-19 IMPACT ANALYSIS 81
5.12.1 IMPACT ON RAW MATERIAL SUPPLY 81
5.12.2 COVID-19 IMPACT ON THE AUTOMOTIVE INDUSTRY 81
5.12.3 OEM ANNOUNCEMENTS 81
TABLE 27 OEM ANNOUNCEMENTS 81
5.12.4 IMPACT ON ELECTRIC TRUCK PRODUCTION 82
5.13 ELECTRIC TRUCK MARKET, SCENARIOS (2021–2030) 82
5.13.1 MOST LIKELY SCENARIO 82
TABLE 28 ELECTRIC TRUCKS MARKET (MOST LIKELY), BY REGION, 2021–2030 (UNITS) 82
5.13.2 OPTIMISTIC SCENARIO 83
TABLE 29 ELECTRIC TRUCKS MARKET (OPTIMISTIC), BY REGION, 2021–2030 (UNITS) 83
5.13.3 PESSIMISTIC SCENARIO 83
TABLE 30 ELECTRIC TRUCKS MARKET (PESSIMISTIC), BY REGION, 2021–2030 (UNITS) 83

6 ELECTRIC TRUCKS MARKET, BY BATTERY CAPACITY 84

6.1 INTRODUCTION 85
FIGURE 41 50-250 KWH SEGMENT EXPECTED TO GROW AT THE HIGHEST CAGR DURING FORECAST PERIOD 85
TABLE 31 ELECTRIC TRUCKS MARKET SIZE, BY BATTERY CAPACITY,
2019–2030 (UNITS) 86
6.2 OPERATIONAL DATA 86
TABLE 32 ELECTRIC TRUCKS AND THEIR BATTERY CAPACITIES 86
TABLE 33 VEHICLE MODELS, BY BATTERY CAPACITY 87
6.2.1 ASSUMPTIONS 87
TABLE 34 ASSUMPTIONS: BY BATTERY CAPACITY 87
6.2.2 RESEARCH METHODOLOGY 88
6.3 <50 KWH 88
6.3.1 HIGH ADOPTION RATE OF ELECTRIC PICK-UP TRUCKS IS EXPECTED TO BOOST THE <50 KWH SEGMENT 88
TABLE 35 <50 KWH: ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 88
6.4 50-250 KWH 89
6.4.1 AFFORDABLE ELECTRIC TRUCKS AND PICK-UP TRUCKS DRIVE 50-250 KWH SEGMENT IN ASIA PACIFIC 89
TABLE 36 50-250 KWH: ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 89
6.5 ABOVE 250 KWH 90
6.5.1 TRUCKS WITH A BATTERY CAPACITY OF MORE THAN 250 KWH IS PREFERRED TO TRANSPORT HEAVY LOGISTICS 90
TABLE 37 ABOVE 250 KWH: ELECTRIC TRUCKS MARKET, BY REGION,
2019–2030 (UNITS) 90
6.6 KEY INDUSTRY INSIGHTS 91

7 ELECTRIC TRUCKS MARKET, BY BATTERY TYPE 92

7.1 INTRODUCTION 93
FIGURE 42 LITHIUM-NICKEL-MANGANESE-COBALT OXIDE (NMC) SEGMENT IS EXPECTED TO DOMINATE THE ELECTRIC TRUCKS MARKET DURING THE FORECAST PERIOD 94
TABLE 38 ELECTRIC TRUCKS MARKET SIZE, BY BATTERY TYPE, 2019–2030 (UNITS) 94
7.2 OPERATIONAL DATA 95
TABLE 39 ELECTRIC TRUCKS DATA, BATTERY TYPE 95
TABLE 40 TYPES OF LITHIUM-ION BATTERY CHEMISTRIES 95
TABLE 41 MOST COMMONLY USED LITHIUM-ION BATTERIES AND THEIR SPECIFICATIONS 96
7.2.1 ASSUMPTIONS 96
7.2.2 RESEARCH METHODOLOGY 97
7.3 LITHIUM-NICKEL-MANGANESE-COBALT OXIDE 97
7.3.1 ADVANCEMENTS IN BATTERY TECHNOLOGY TO BOOST NMC SEGMENT 97
TABLE 42 LITHIUM-NICKEL-MANGANESE-COBALT OXIDE BATTERIES IN ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 98
7.4 LITHIUM-IRON-PHOSPHATE 98
7.4.1 LOW PRICES OF LFP BATTERIES DRIVE MARKET 98
TABLE 43 LITHIUM-IRON-PHOSPHATE BATTERIES IN ELECTRIC TRUCKS MARKET,
BY REGION, 2019–2030 (UNITS) 99
7.5 OTHERS 99
7.5.1 OEMS FOCUS ON R&D TO BOOST THE MARKET FOR OTHER BATTERIES 99
TABLE 44 OTHER BATTERIES IN ELECTRIC TRUCKS MARKET, BY REGION,
2019–2030 (UNITS) 100
7.6 KEY INDUSTRY INSIGHTS 100

8 ELECTRIC TRUCKS MARKET, BY END USER 101

8.1 INTRODUCTION 102
8.2 OPERATIONAL DATA 103
8.2.1 ASSUMPTIONS 103
TABLE 47 ASSUMPTIONS: BY END USER 103
8.2.2 RESEARCH METHODOLOGY 104
8.3 LAST MILE DELIVERY 104
8.4 FIELD SERVICES 104
8.5 DISTRIBUTION SERVICES 104
8.6 LONG HAUL TRANSPORTATION 105
8.7 REFUSE SERVICES 105
8.8 KEY INDUSTRY INSIGHTS 105

9 ELECTRIC TRUCKS MARKET, LEVEL OF AUTOMATION 106

9.1 INTRODUCTION 107
9.2 ELECTRIC TRUCKS MARKET, BY LEVEL OF AUTOMATION 107
FIGURE 44 ELECTRIC TRUCKS MARKET, BY LEVEL OF AUTOMATION,
2021 VS. 2030 (UNITS) 107
TABLE 48 ELECTRIC TRUCKS MARKET SIZE, BY LEVEL OF AUTOMATION,
2021–2030 (UNITS) 108
9.3 OPERATIONAL DATA 108
TABLE 49 DEVELOPMENTS FROM OEMS TOWARDS SELF-DRIVING TECHNOLOGY 108
9.3.1 ASSUMPTIONS 109
TABLE 50 ASSUMPTIONS: BY ELECTRIC VEHICLE TYPE 109
9.3.2 RESEARCH METHODOLOGY 109
9.4 LEVEL 1 109
9.5 LEVEL 2 & 3 110
9.6 LEVEL 4 110
9.7 LEVEL 5 111
TABLE 51 OEM MODELS, BY LEVEL OF AUTOMATION 111
9.8 KEY INDUSTRY INSIGHTS 112

10 ELECTRIC TRUCKS MARKET, BY PAYLOAD CAPACITY 113

10.1 INTRODUCTION 113
10.2 OPERATIONAL DATA 113
TABLE 52 OPERATIONAL DATA: ELECTRIC TRUCKS DATA BASED ON PAYLOAD CAPACITY 113
10.3 UPTO 10,000 LBS 114
10.4 10,001- 26,000 LBS 114
10.5 ABOVE 26,000 LBS 114

11 ELECTRIC TRUCK MARKET, BY PROPULSION TYPE 115

11.1 INTRODUCTION 116
FIGURE 45 THE BEV SEGMENT IS EXPECTED TO DOMINATE THE ELECTRIC TRUCKS MARKET DURING THE FORECAST PERIOD 116
TABLE 53 ELECTRIC TRUCKS MARKET SIZE, BY PROPULSION TYPE, 2019–2030 (UNITS) 117
11.2 OPERATIONAL DATA 117
TABLE 54 ELECTRIC TRUCK DATA, BY PROPULSION TYPE 117
11.2.1 ASSUMPTIONS 118
11.2.2 UPCOMING ELECTRIC TRUCKS AND ELECTRIC PICK-UP TRUCK MODELS 118
11.2.3 RESEARCH METHODOLOGY 120
11.3 BEV 120
11.3.1 ASIA PACIFIC IS EXPECTED TO DOMINATE THE BEV MARKET 120
TABLE 55 BATTERY ELECTRIC VEHICLES MARKET, BY REGION, 2019–2030 (UNITS) 120
11.4 FCEV 121
11.4.1 ONGOING DEVELOPMENTS BY OEMS TO DRIVE FCEV MARKET 121
TABLE 56 FUEL CELL ELECTRIC VEHICLES MARKET, BY REGION, 2019–2030 (UNITS) 122
11.5 PHEV 122
11.5.1 ASIA PACIFIC IS PROJECTED TO BE THE LARGEST PHEV MARKET 122
TABLE 57 PLUG-IN HYBRID ELECTRIC VEHICLES MARKET, BY REGION,
2019–2030 (UNITS) 123
11.6 KEY INDUSTRY INSIGHTS 123

12 ELECTRIC TRUCK MARKET, BY RANGE 124

12.1 INTRODUCTION 125
FIGURE 46 THE UPTO 200 MILES SEGMENT EXPECTED TO DOMINATE ELECTRIC TRUCKS MARKET DURING THE FORECAST PERIOD 125
TABLE 58 ELECTRIC TRUCKS MARKET SIZE, BY RANGE, 2019–2030 (UNITS) 126
12.2 OPERATIONAL DATA 126
TABLE 59 NEW AND UPCOMING EV TRUCK MODELS, BY RANGE 126
12.2.1 ASSUMPTIONS 127
TABLE 60 ASSUMPTIONS: BY RANGE 127
12.2.2 RESEARCH METHODOLOGY 128
12.3 UPTO 200 MILES 128
12.3.1 AFFORDABLE ELECTRIC TRUCKS HAVE A RANGE OF UPTO 200 MILES 128
TABLE 61 UPTO 200 MILES: ELECTRIC TRUCKS MARKET, BY REGION,
2019–2030 (UNITS) 128
12.4 ABOVE 200 MILES 129
12.4.1 ADVANCEMENTS IN BATTERY TECHNOLOGIES WILL DRIVE THE DEMAND
FOR VEHICLES HAVING A RANGE OF ABOVE 200 MILES 129
TABLE 62 ABOVE 200 MILES: ELECTRIC TRUCKS MARKET, BY REGION,
2019–2030 (UNITS) 129
12.5 KEY INDUSTRY INSIGHTS 130

13 ELECTRIC TRUCKS MARKET, BY TYPE 131

13.1 INTRODUCTION 132
TABLE 63 ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 132
FIGURE 47 THE HEAVY-DUTY TRUCKS SEGMENT IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 133
13.2 OPERATIONAL DATA 133
TABLE 64 TOP NEW AND UPCOMING ELECTRIC TRUCKS ACROSS THE WORLD 133
13.2.1 ASSUMPTIONS 134
TABLE 65 ASSUMPTIONS: BY TYPE 134
13.2.2 RESEARCH METHODOLOGY 135
13.3 LIGHT-DUTY TRUCKS 135
13.3.1 GROWING EMISSION NORMS AND LAST MILE DELIVERY FOR COMMERCIAL USE WILL BOOST THE DEMAND FOR THESE TRUCKS 135
TABLE 66 LIGHT-DUTY ELECTRIC VEHICLE REGULATIONS 136
TABLE 67 LIGHT-DUTY ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 137
TABLE 68 LIGHT-DUTY COMMERCIAL TRUCKS MARKET, BY ROBOTAXI MARKET,
2021–2030 (UNITS) 137
13.4 MEDIUM-DUTY TRUCKS 138
13.4.1 THE ADOPTION OF ELECTRIC TRUCKS IN E-COMMERCE AND INTRA-STATE LOGISTICS WILL BOOST THE DEMAND FOR THESE TRUCKS 138
TABLE 69 MEDIUM-DUTY ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 138
13.5 HEAVY-DUTY TRUCKS 139
13.5.1 ADOPTION OF ELECTRIC TRUCKS FOR INTER-STATE LOGISTICS AND SPECIALISED TRUCKS WILL INCREASE THE DEMAND FOR THESE TRUCKS 139
TABLE 70 HEAVY-DUTY ELECTRIC VEHICLE REGULATIONS 139
TABLE 71 HEAVY-DUTY ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 140
13.6 KEY PRIMARY INSIGHTS 140

14 ELECTRIC TRUCKS MARKET, BY REGION 141

14.1 INTRODUCTION 142
FIGURE 48 ASIA PACIFIC IS EXPECTED TO BE THE LARGEST MARKET FOR ELECTRIC TRUCKS DURING THE FORECAST PERIOD 142
TABLE 72 ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (USD MILLION) 143
TABLE 73 ELECTRIC TRUCKS MARKET, BY REGION, 2019–2030 (UNITS) 143
14.2 ASIA PACIFIC 143
FIGURE 49 ASIA PACIFIC: ELECTRIC TRUCKS MARKET SNAPSHOT 144
TABLE 74 ASIA PACIFIC: ELECTRIC TRUCKS MARKET, BY COUNTRY,
2019–2030 (UNITS) 145
14.2.1 CHINA 145
14.2.1.1 Increased investment in charging infrastructure will drive the market 145
TABLE 75 CHINA: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 146
14.2.2 INDIA 146
14.2.2.1 Government initiatives expected to drive the demand for electric trucks in the country 146
TABLE 76 INDIA: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 147
14.2.3 JAPAN 147
14.2.3.1 Advancements in battery technology will boost the market 147
TABLE 77 JAPAN: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 147
14.2.4 SOUTH KOREA 148
14.2.4.1 Increased investment in electric commercial vehicles will boost the market 148
TABLE 78 SOUTH KOREA: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 148
14.3 EUROPE 149
FIGURE 50 EUROPE: ELECTRIC TRUCKS MARKET SNAPSHOT 149
TABLE 79 EUROPE: ELECTRIC TRUCK MARKET, BY COUNTRY, 2019–2030 (UNITS) 150
14.3.1 FRANCE 150
14.3.1.1 Government offering purchase grants will boost the market 150
TABLE 80 FRANCE: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 151
14.3.2 GERMANY 151
14.3.2.1 E-highway program will boost the market 151
TABLE 81 GERMANY: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 151
14.3.3 NETHERLANDS 152
14.3.3.1 Government focus on greener vehicles will boost the demand for electric trucks 152
TABLE 82 NETHERLANDS: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 152
14.3.4 NORWAY 153
14.3.4.1 Government incentives will fuel the demand for electric trucks 153
TABLE 83 NORWAY: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 153
14.3.5 SWEDEN 154
14.3.5.1 The presence of top OEMs is expected to boost the market 154
TABLE 84 SWEDEN: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 154
14.3.6 UK 155
14.3.6.1 Country investment towards ultra-low emission vehicles will boost the market 155
FIGURE 51 UK: ROADMAP TO 2035 155
TABLE 85 UK: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 156
14.4 NORTH AMERICA 156
FIGURE 52 NORTH AMERICA: ELECTRIC TRUCK MARKET SNAPSHOT 157
TABLE 86 NORTH AMERICA: ELECTRIC TRUCK MARKET, BY COUNTRY,
2019–2030 (UNITS) 157
14.4.1 CANADA 158
14.4.1.1 Increasing development in electric vehicles infrastructure will boost the market 158
TABLE 87 CANADA: ELECTRIC TRUCK MARKET, BY TYPE, 2019–2030 (UNITS) 158
14.4.2 US 159
14.4.2.1 Increasing developments in electric truck technology will drive the market 159
TABLE 88 US: ELECTRIC TRUCKS MARKET, BY TYPE, 2019–2030 (UNITS) 159

15 COMPETITIVE LANDSCAPE 160

15.1 OVERVIEW 160
FIGURE 53 KEY DEVELOPMENTS BY LEADING PLAYERS, 2018–2021 160
15.2 MARKET SHARE ANALYSIS FOR THE ELECTRIC TRUCKS MARKET 161
TABLE 89 MARKET SHARE ANALYSIS, 2020 161
FIGURE 54 MARKET SHARE ANALYSIS, 2020 161
15.3 REVENUE ANALYSIS OF TOP KEY PLAYERS 163
15.4 COMPETITIVE SCENARIO 164
15.4.1 NEW PRODUCT LAUNCHES 164
TABLE 90 PRODUCT LAUNCHES, 2018–2021 164
15.5 DEALS 165
TABLE 91 DEALS, 2018–2021 165
15.6 OTHERS 166
TABLE 92 OTHERS, 2018-2021 166
15.7 COMPANY EVALUATION QUADRANT 167
15.7.1 STARS 167
15.7.2 EMERGING LEADERS 167
15.7.3 PERVASIVE 167
15.7.4 PARTICIPANTS 167
FIGURE 55 ELECTRIC TRUCK MARKET: COMPANY EVALUATION QUADRANT, 2021 168
15.8 ELECTRIC TRUCKS MARKET: COMPANY FOOTPRINT, 2021 169
15.9 ELECTRIC TRUCKS MARKET: PRODUCT FOOTPRINT, 2021 169
15.10 ELECTRIC TRUCKS MARKET: REGIONAL FOOTPRINT, 2021 170
15.11 WINNERS VS. TAIL-ENDERS 171

16 COMPANY PROFILES 172
(Business overview, Products offered, SWOT analysis & MnM View)*

16.1 KEY PLAYERS 172
16.1.1 BYD 172
TABLE 93 BYD: BUSINESS OVERVIEW 172
FIGURE 56 BYD: COMPANY SNAPSHOT 173
TABLE 94 BYD: PRODUCTS OFFERED 173
TABLE 95 BYD: NEW PRODUCT DEVELOPMENTS 174
TABLE 96 BYD: DEALS 174
TABLE 97 BYD: OTHERS 175
16.1.2 AB VOLVO 176
TABLE 98 AB VOLVO: BUSINESS OVERVIEW 176
FIGURE 57 AB VOLVO: COMPANY SNAPSHOT 177
TABLE 99 AB VOLVO: PRODUCTS OFFERED 177
TABLE 100 AB VOLVO: NEW PRODUCT DEVELOPMENTS 178
TABLE 101 AB VOLVO: DEALS 178
TABLE 102 AB VOLVO: OTHERS 179
16.1.3 DAIMLER AG 180
TABLE 103 DAIMLER AG: BUSINESS OVERVIEW 180
FIGURE 58 DAIMLER AG: COMPANY SNAPSHOT 181
TABLE 104 DAIMLER AG: PRODUCTS OFFERED 181
TABLE 105 DAIMLER AG: NEW PRODUCT DEVELOPMENTS 182
TABLE 106 DAIMLER AG: DEALS 182
TABLE 107 DAIMLER AG: OTHERS 183
16.1.4 PACCAR INC 184
TABLE 108 PACCAR INC: BUSINESS OVERVIEW 184
FIGURE 59 PACCAR INC: COMPANY SNAPSHOT 185
TABLE 109 PACCAR INC: PRODUCTS OFFERED 185
TABLE 110 PACCAR INC: NEW PRODUCT DEVELOPMENTS 186
TABLE 111 PACCAR INC: DEALS 186
16.1.5 SCANIA AB 187
TABLE 112 SCANIA AB: BUSINESS OVERVIEW 187
FIGURE 60 SCANIA AB: COMPANY SNAPSHOT 188
TABLE 113 SCANIA AB: PRODUCTS OFFERED 188
TABLE 114 SCANIA AB: NEW PRODUCT DEVELOPMENTS 188
TABLE 115 SCANIA AB: DEALS 189
TABLE 116 SCANIA AB: OTHERS 189
16.1.6 RIVIAN 190
TABLE 117 RIVIAN: BUSINESS OVERVIEW 190
TABLE 118 RIVIAN: PRODUCTS OFFERED 190
TABLE 119 RIVIAN: NEW PRODUCT DEVELOPMENTS 190
TABLE 120 RIVIAN: DEALS 191
TABLE 121 RIVIAN: OTHERS 191
16.1.7 TESLA, INC 192
TABLE 122 TESLA, INC.: BUSINESS OVERVIEW 192
FIGURE 61 TESLA, INC.: COMPANY SNAPSHOT 193
TABLE 123 TESLA, INC.: PRODUCTS OFFERED 193
TABLE 124 TESLA, INC.: NEW PRODUCT DEVELOPMENTS 194
TABLE 125 TESLA, INC.: DEALS 194
16.1.8 NAVISTAR INC 195
TABLE 126 NAVISTAR INC: BUSINESS OVERVIEW 195
FIGURE 62 NAVISTAR INC: COMPANY SNAPSHOT 196
TABLE 127 NAVISTAR INC: PRODUCTS OFFERED 196
TABLE 128 NAVISTAR INC: NEW PRODUCT DEVELOPMENTS 197
TABLE 129 NAVISTAR INC: DEALS 197
TABLE 130 NAVISTAR INC: OTHERS 197
16.1.9 DONGFENG MOTOR CORPORATION 198
TABLE 131 DONGFENG MOTOR CORPORATION: BUSINESS OVERVIEW 198
FIGURE 63 DONGFENG MOTOR CORPORATION: COMPANY SNAPSHOT 198
TABLE 132 DONGFENG MOTOR CORPORATION: PRODUCTS OFFERED 199
TABLE 133 DONGFENG MOTOR CORPORATION: DEALS 199
16.1.10 FAW GROUP CORPORATION 200
TABLE 134 FAW GROUP CORPORATION: BUSINESS OVERVIEW 200
TABLE 135 FAW GROUP CORPORATION: PRODUCTS OFFERED 200
TABLE 136 FAW GROUP CORPORATION: NEW PRODUCT DEVELOPMENTS 200
16.1.11 PROTERRA 201
TABLE 137 PROTERRA: BUSINESS OVERVIEW 201
TABLE 138 PROTERRA: PRODUCTS OFFERED 201
TABLE 139 PROTERRA: NEW PRODUCT DEVELOPMENTS 202
TABLE 140 PROTERRA: DEALS 202
16.1.12 VDL GROEP 203
TABLE 141 VDL GROEP: BUSINESS OVERVIEW 203
FIGURE 64 VDL GROEP: COMPANY SNAPSHOT 204
TABLE 142 VDL GROEP: PRODUCTS OFFERED 204
TABLE 143 VDL GROEP: NEW PRODUCT DEVELOPMENTS 204
TABLE 144 VDL GROEP: DEALS 205
*Details on Business overview, Products offered, Recent developments & MnM View might not be captured in case of unlisted companies.
16.2 OTHER KEY PLAYERS 206
16.2.1 TATA MOTORS 206
16.2.2 WORKHORSE 206
16.2.3 NIKOLA CORPORATION 207
16.2.4 FORD MOTOR COMPANY 207
16.2.5 ASHOK LEYLAND 208
16.2.6 ISUZU MOTORS LTD 208
16.2.7 YINLONG ENERGY CO, LTD 209
16.2.8 IRIZAR GROUP 209
16.2.9 IVECO S.P.A 210
16.2.10 TRITON 210
16.2.11 BOLLINGER MOTORS 211
16.2.12 XOS TRUCKS INC 211
16.2.13 ATLIS MOTOR VEHICLES 212
16.2.14 EMOSS MOBILE SYSTEMS BV 212
16.2.15 KAIYUN MOTORS 213

17 RECOMMENDATIONS BY MARKETSANDMARKETS 214

17.1 NORTH AMERICA AND ASIA PACIFIC ARE KEY MARKETS FOR ELECTRIC TRUCKS 214
17.2 ADOPTION OF LIGHT-DUTY ELECTRIC TRUCKS IS ON THE RISE 214
17.3 CONCLUSION 215

18 APPENDIX 216

18.1 KEY INSIGHTS OF INDUSTRY EXPERTS 216
18.2 DISCUSSION GUIDE 217
18.3 KNOWLEDGE STORE: MARKETSANDMARKETS SUBSCRIPTION PORTAL 219
18.4 AVAILABLE CUSTOMIZATIONS 221
18.5 RELATED REPORTS 221
18.6 AUTHOR DETAILS 222


お問合せフォーム

    お問合せフォーム

    • レポートのタイトルは自動で入ります。
    • *のある項目は必須項目です。

    お名前*

    会社名*

    部署名

    メールアドレス*

    電話番号

    当ウェブサイトを知った経緯を教えてください。

    お問合せ内容

    株式会社SEMABIZ・ChosaReport.com プライバシーポリシー

    Eメールでのお問合せもお受けしております。
    下記アドレスへ“(at)”を“@”に変えてお送りください。通常1営業日以内にご返信いたします。
    crinquiry(at)chosareport.com