電気トラック市場 2021-2041年: IDTechEx

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電気トラック市場 2021-2041年


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IDTechExの調査レポート「 電気トラック市場 2021-2041年」は、バッテリー式電動トラック、プラグイン・ハイブリッドおよび燃料電池式トラックに関する72種の予測を提供しており、そこで中国、米国および欧州などの主要地域における中型および大型トラックの売上、市場浸透度、バッテリー需要と市場価値に関する20年先の見通しを説明しています。このレポートは、この成長市場の将来の自動車業界サプライチェーンの戦略において企業の参考となるものです。
Despite medium and heavy duty trucks representing only 9% of the global vehicle stock, large diesel truck engines combined with high average annual mileage mean that the truck sector contributes 39% of the transport sectors' greenhouse gas emissions, which equates to about 5% of all global fossil fuel derived CO2 emission. It is this disproportionate contribution to emissions which makes trucks a target for governments. If the global community is going to meet its targets to reduce greenhouse gas emissions and limit the impact of climate change then it is clear that a rapid decarbonisation of the truck sector must be a priority. Consequently, the days of the fossil fuel powered combustion engine are numbered. Governments around the world, recognising the potentially catastrophic repercussions of unfettered climate change and witnessing the detrimental impact on human health from vehicle exhaust pollutant emissions in urban environments, are taking decisive action, that will, in the coming decades, drive vehicle manufacturers to zero on-road exhaust emission powertrain solutions.
The Electric Truck Markets 2021-2041 report is designed to help businesses across the automotive value chain plan for the future in this developing market. The report provides a total of 72 COVID-19 adjusted forecast lines for battery electric, plug-in hybrid and fuel cell electric trucks. The forecasts describe a twenty-year outlook for truck sales, market penetration, battery demand and market value, with separate forecasts for both the medium and heavy-duty truck markets. Along with a global forecast, regional forecasts are provided for China, the US, Europe and the RoW. The report covers the current status of the battery and fuel cell truck market, with detail about battery electric and fuel cell electric truck projects being undertaken by major players in the industry. Developments in the electric truck market are covered, including fuel cell applications and electric hybridization, along with discussion of key enabling technologies for electric truck deployment such as batteries, motors and charging infrastructure.
IDTechEx Electric Truck Markets 2021-2041 forecast segmentation:
  • By truck weight: with separate medium and heavy-duty forecasts
  • By technology: battery electric, plug-in hybrid and fuel cell electric trucks.
  • By geography: The US, China, Europe (EU + EFTA+UK) and the RoW as well as a aggregate global forecast.
  • 20-year outlook: sales, market penetration (%), market revenue ($) and battery demand (GWh)
Vehicle electrification offers a solution which effectively eliminates on-road exhaust emission and passes the pressure of decarbonisation on to electricity generation. A majority of manufactures, including Tesla, Daimler, VW and Volvo are investing heavily in all-electric trucks, a smaller minority, Toyota, Hyundai, and Nikola, have chosen to focus their efforts on fuel cell EV as the powertrain of the future. Despite issues with the efficiency of hydrogen as a fuel, FCEV remains in the conversation as a technology for long haul trucking applications, where a greater range is required, though the viability of this technology is dependent on the production cheap low carbon hydrogen. Chinese manufacturers are starting to produce electric trucks, leveraging their experience in electric buses and battery production. Given the Chinese governments strong support for the entire EV industry it likely that this is where the most significant deployment of EV trucks will be seen in the near future.
Zero-emission medium and heavy-duty trucks by technology and production status
Source: IDTechEx Electric Truck Markets 2021-2041, IEA
In the short to medium term, a range of financial incentives for electric trucks in the form of subsidies and tax breaks will be necessary to offset the high initial capital investment required to purchase electric trucks. However, over the next decade, as tightening emission regulation forces diesel truck manufacturers to fit increasingly expensive emissions control devices, raising the cost of diesel trucks, and the cost of electric trucks decreases due to falling battery prices and economies of scale savings on the cost of electric components and vehicle manufacturing, the TCO balance increasingly swings in favour of electric trucks. By the end of the 2020s, with electric trucks produced in volume, the difference in initial capital investment will be offset by the fuel savings and maintenance over the lifetime of the truck.
An increasing number of cities and nations around the world are targeting a complete phase out of diesel and petrol fuelled vehicles on their roads. The electrification of truck fleets, especially those operating in urban environments, is likely to happen rapidly, once the cost benefit and ability of the technology to deliver the required daily duty cycles have been demonstrated.
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アイディーテックエックス株式会社 (IDTechEx日本法人)
担当: 村越美和子 m.murakoshi@idtechex.com
Table of Contents
1.1.Electric Trucks: Drivers and Barriers
1.2.Road Freight Market
1.3.Global CO2 emission: medium & heavy duty trucks
1.4.Range of zero emission medium and heavy trucks
1.5.Heavy-duty: BEV or fuel cell?
1.6.Trucks and Covid-19
1.7.Electric Trucks and Covid-19
1.8.Key global forecast takeaways
1.9.Key regional forecast takeaways
1.10.MD & HD Truck Market Penetration 2017-2041
1.11.MD & HD Truck Unit Sales 2017-2041 (BEV, PHEV, FCEV)
1.12.Electric MD & HD Truck Battery Demand 2017-2041 (GWh)
1.13.eM&HDT sales by region (000s units)
1.14.Electric MD & HD Truck Market Value 2017-2041 ($ Billion)
2.1.Electric Vehicle Terms
2.2.Electric Vehicles: Basic Principle
2.3.Electric Vehicles: Typical Specs
2.4.Types of popular on-road truck
2.5.A category that is difficult to define
2.6.Different segments of goods transportation by land
2.7.Truck classifications
2.8.Truck type
2.9.Truck axle layout descriptions
2.10.The Core Driver: Climate Change
2.11.Global CO2 emission: medium & heavy-duty trucks
2.12.CO2 emission from road transport, EU
2.13.GHG emission from the truck sector
2.14.Urban air quality
2.15.Fossil Fuel Bans (Cities)
2.16.Fossil Fuel Bans: Explained
2.17.Official or Legislated Fossil Fuel Bans (National)
2.18.Unofficial, Drafted or Proposed Fossil Fuel Bans (National)
2.19.The worldwide freight transport industry
2.20.Road Freight Market
2.21.Projected increase in global road freight activity
2.22.The rise of e-commerce: increased freight demand
2.23.Fuel / emissions regulation for new trucks
2.24.Fuel / CO2 emissions regulation for new trucks
2.25.December 2018: EU agrees 30% cut in truck CO2 emissions
2.26.Emissions regulation for new trucks - other pollutants
2.27.Fuel Saving Technology Areas
2.28.The rise of zero (or near zero) exhaust emission trucks
2.29.EU initiatives to offset additional powertrain weight
3.1.1.Main truck brands in Europe
3.1.2.Medium and Heavy-Duty Truck Sales in the EU
3.1.3.The freight transport industry - Europe
3.2.Europe eTruck Players
3.2.1.Electric Trucks: MAN (VW GROUP)
3.2.2.Electric Trucks: SCANIA (VW GROUP)
3.2.3.Scania and Northvolt partnership
3.2.4.Electric Trucks: VOLVO
3.2.5.Electric Trucks: RENAULT TRUCKS (VOLVO)
3.2.6.Renault Trucks: Decades Before Electric Long Haul?
3.2.7.Biofuels and displacement fuels a stepping stone?
3.2.8.Renault BEV Refuge Truck at EVS 32
3.2.9.Electric Trucks: MERCEDES (DAIMLER)
3.2.10.FUSO eCanter
3.2.11.Daimler eActros
3.2.12.Daimler eActros "innovation fleet"
3.2.13.Electric Trucks: IVECO
3.2.14.Electric Trucks: DAF (PACCAR)
3.2.15.Electric Trucks: E-FORCE ONE
3.2.16.Electric Trucks: FRAMO
3.2.17.Electric Trucks: TERBERG
3.2.18.Electric Trucks: ARRIVAL
3.2.19.Electric Trucks: EMOSS
3.2.20.Electric Trucks: TEVVA
4.1.1.Main truck brands in the US
4.1.2.Main truck brands in the US in 2019
4.1.3.Medium and Heavy-Duty Truck Sales in the US
4.1.4.The freight transport industry - US
4.1.5.Industry issues according to US truckers
4.1.6.Average truck replacement age in the US
4.1.7.Alternative fuel choices for trucks in the US
4.1.8.The cost of trucking in the United States
4.1.9.Average US On-Highway Diesel Prices 2000-Sep2020
4.1.10.Running cost for US truckers
4.1.11.Nobody wants to be a truck driver in the US
4.1.12.The solution: electric, autonomous trucks?
4.1.13.California's Advanced Clean Trucks Regulation
4.1.14.CARB Voucher Incentive Project
4.2.US eTruck Players
4.2.1.Electric Trucks: FREIGHTLINER (DAIMLER)
4.2.2.Electric Trucks: PETERBILT (PACCAR)
4.2.3.Electric Trucks: VOLVO
4.2.4.Electric Trucks: MACK (VOLVO)
4.2.5.Electric Trucks: INTERNATIONAL (NAVISTAR)
4.2.6.Electric Trucks: TESLA
4.2.7.Electric Trucks: XOS TRUCKS
4.2.8.Electric Trucks: ALKANE
4.2.9.Electric Trucks: LION ELECTRIC
4.2.10.Electric Trucks: CUMMINS
4.2.11.Electric Trucks: WRIGHTSPEED
4.2.12.Electric Trucks: ZEROTRUCK
4.2.13.Electric Trucks: CHANJE
4.2.14.Electric Trucks: EDI
4.2.15.Motiv Power Systems - Medium Duty eTrucks
4.2.16.Electric Trucks: ORANGE EV
4.2.17.TransPower - Heavy Duty Class 8 eTrucks
4.2.18.Electric Trucks: TransPower
4.2.19.Electric Trucks: LIGHTNING SYSTEMS
4.2.20.Rivian / Amazon electric delivery van
5.1.1.Main truck brands in China
5.1.2.Medium and Heavy-Duty Truck Sales in China
5.1.3.The worldwide freight transport industry - China
5.1.4.The freight transport industry - China
5.1.5.Truck engine supplier relationships in China
5.1.6.Chinese truck joint ventures
5.1.7.China's truck market segments
5.1.8.Total Commercial Vehicle Sales in China
5.2.China eTruck Players
5.2.1.Electric Trucks: FAW JIEFANG
5.2.2.Electric Trucks: DONGFENG
5.2.3.Electric Trucks: SINOTRUCK CDW
5.2.4.Electric Trucks: SHACMAN
5.2.5.Electric Trucks: FOTON
5.2.6.Electric Trucks: JAC MOTORS
5.2.7.Electric Trucks: DAYUN
5.2.8.Electric Trucks: GEELY
5.2.9.Electric Trucks: BYD
5.2.10.Electric Trucks: CHTC Chufeng
6.1.1.Main truck brands in Japan
6.1.2.Japan truck market share by manufacturer
6.1.3.Historic truck sales in Japan
6.1.4.Truck transport business in Japan
6.1.5.Russian Truck Fleet
6.1.6.Historic truck sales in Russia
6.1.7.Russia truck market share by manufacturer
6.1.8.Historic truck sales in India
6.1.9.India truck market share by manufacturer
6.1.11.Electric Trucks: HINO MOTORS
6.1.12.Electric Trucks: HYUNDAI
7.1.Advantages and disadvantages of electric vs. fuel cell trucks
7.2.TCO considerations for electric trucks
7.3.Cost projections in selected countries for various powertrains
7.4.Electric trucks reduced operating costs
7.5.TCO of a diesel vs. an all-electric Class 6 truck
7.6.TCO of a diesel vs. an all-electric tractor-trailer
7.7.Overcoming barriers for low emission technologies
7.8.More carrot, more stick
8.1.1.What is a Li-ion battery?
8.1.2.The Battery Trilemma
8.1.3.Electrochemistry Definitions
8.1.4.Lithium-based Battery Family Tree
8.1.5.Battery Wish List
8.1.6.More Than One Type of Li-ion battery
8.1.7.NMC: from 111 to 811
8.1.8.Cobalt: Price Volatility
8.1.9.Cathode Performance Comparison Commercialisation Examples
8.1.11.Commercial Anodes: Graphite
8.1.12.The Promise of Silicon-based Anodes
8.1.13.The Reality of Silicon
8.1.14.Silicon: Incremental Steps
8.1.15.What is in a Cell?
8.1.16.Inactive Materials Negatively Affect Energy Density
8.1.17.Commercial Battery Packaging Technologies
8.1.18.Comparison of Commercial Cell Geometries
8.1.19.What is NCMA?
8.1.20.Lithium-based Batteries Beyond Li-ion
8.1.21.Li-ion Chemistry Snapshot: 2020, 2025, 2030
8.2.Commercial Battery Pack Players
8.2.1.LithiumWerks: Standing Outside the Party
8.2.2.LithiumWerks' Battery Cells
8.2.3.LithiumWerks' Battery Cells: Made in China
8.2.4.Akasol Emerging as Key Supplier for Commercial EVs
8.2.5.Akasol Energy Density Road Map for Commercial EVs
8.2.6.Akasol's 'Answer to Solid State'
8.2.7.Leclanché: Premium Battery Maker
8.2.8.Forsee Power: Struggling to Stand Out
8.2.9.Webasto Expanding Production
8.2.10.EnerDel: battery packs for trucks
9.1.LFP or High-Nickel Cathodes for eTrucks?
9.2.Electric Truck OEM Battery Chemistry Choice
9.3.Heavy-Duty Battery Choice: Range & Payload
9.4.Heavy-Duty Battery Choice: Charging
9.5.Heavy-Duty Battery Choice: Cost
9.6.Heavy-Duty Battery Choice: Reliability
9.7.Supply Chain Examples: In-House Pack Assembly
9.8.Supply Chain Examples: In-House Pack & Cell Assembly
9.9.Supply Chain Examples: External Pack Assembly
9.10.Chemistry choice - Europe and North America
9.11.Battery Chemistry Tailored to Duty Requirement
9.12.Timeline and Outlook For Li-ion Energy Densities
9.13.China Electric Heavy-Duty Truck Battery Suppliers
9.14.CATL & BYD Dominate eBus Battery Market
9.15.Chinese Battery Manufacturers for eBuses
10.1.Charging methods
10.2.MW Charging Difficulty for BEVs
10.3.The emergence of 'Mega chargers'
10.4.Siemens eHighway
10.5.There's Now An Electric Highway In California
10.6.Mack demonstrates catenary-powered PHEV
10.7.Volvo's electric roads point to battery-free EV future
10.8.Qualcomm - dynamic charging
10.9.Daimler Truck opened charging park for commercial EVs
10.10.CharIN is working on charging standard for commercial electric vehicles
10.11.Momentum Dynamics: high-power wireless charging for electric vehicle fleets
10.12.Types of electric road systems
10.13.Electric road systems: conductive versus inductive
10.14.Electric road systems: Sweden
10.15.Germany tests its first electric highway for trucks
10.16.Electric road systems: market and challenges
11.1.Comparison of Traction Motor Construction and Merits
11.2.Motor Efficiency Comparison
11.3.Magnet Price Increase?
11.4.LCVs & Trucks
11.5.Motors per Vehicle and kWp per Vehicle Assumptions
11.6.Brushed DC: Small Presence in LCVs
11.7.LCVs and Trucks Motor Outlook
12.1.Proton Exchange Membrane Fuel Cells
12.2.Fuel Cell Inefficiency and Cooling Methods
12.3.Challenges for Fuel Cells
12.4.Grey Hydrogen
12.5.Case Study: Hydrogen Costs
12.6.Infrastructure Costs
12.7.Fuel Cell Charging Infrastructure in the US
12.8.Fuel Cost per Mile: FCEV, BEV, internal-combustion
12.9.Fuel cells and trucks today
12.10.Primary issues for battery and fuel cell trucks
12.11.Batteries vs. Fuel Cells: driving range
12.12.Guide to hydrogen truck refuelling
12.13.Developing hydrogen refuelling infrastructure
12.14.Nikola Trucks: Hydrogen Infrastructure
12.15.Alternative fuels generation - 2030 vs. 2050
12.16.Using bio-waste to generate hydrogen
12.17.Timeline for Nikola
12.18.First Nikola truck will be a BEV (not fuel cell)
12.19.Nikola One
12.20.Nikola Commercial Truck Milestones
12.21.Nikola TWO: New Flagship Fuel Cell Truck
12.22.Nikola BEV Garbage Truck Order
12.23.Nikola an "Energy Technology Company"?
12.24.IDTechEx Take: The Future for Nikola
12.25.Fuel Cell Trucks: KENWORTH (PACCAR)
12.26.Fuel Cell Trucks: BALLARD / UPS
12.27.Fuel Cell Trucks: DONGFENG
12.28.Fuel Cell Trucks: HYUNDAI
12.29.Fuel Cell Trucks: DAIMLER / VOLVO
12.30.Fuel Cell Trucks: TOYOTA / HINO
12.31.Arcola Energy
12.32.ULEMCo Ltd
12.33.Fuel Cell Truck Example Specifications
13.1.European Electric Truck Sales 2016-2020
13.2.Addressable Truck Market: Europe Market Share 2020
13.3.Medium and Heavy-Duty Truck Sales in Europe
13.4.TRATON GROUP Electric Truck Orders H1 2021
13.5.VOLVO Group H1 2021
13.6.Main Truck Brands in the U.S.
13.7.Addressable Truck Market: U.S. Market Share 2020
13.8.Medium and Heavy-Duty Truck Sales in the U.S.
13.9.U.S. Electric Truck Sales 2016-2020
13.10.U.S. Electric Trucks Manufacturers
13.11.China Heavy-Duty Electric Truck Sales in 2020
13.12.Electric Heavy-Duty Truck Sales in China 2020
13.13.Electric Heavy-Duty Truck Sales in China 2021
13.14.Addressable Truck Market: China HDT Market Share 2020
13.15.Medium and Heavy-Duty Truck Sales in China
13.16.Recovery from Coronavirus: Addressable Truck Market
13.17.Truck OEMs Commit to Electrification
13.18.Volvo Trucks
13.19.Daimler Trucks & Buses
13.20.Traton Group
13.22.CNH Industrial / IVECO / Nikola
14.1.1.Forecast Assumptions
14.1.2.Forecast Methodology
14.1.3.Battery Shortage Assumptions
14.1.4.Li-ion Cell and Pack Price Assumptions 2020-2030
14.1.5.Market forecast: Average battery capacity for electric medium-duty trucks (kWh) 2020-2041
14.1.6.Market forecast: Average battery capacity for electric heavy-duty trucks (kWh) 2020-2041
14.1.7.Market forecast: Average battery capacity for medium- and heavy-duty fuel cell electric trucks (kWh) 2020-2041
14.1.8.Market forecast: Average battery capacity for medium- and heavy-duty PHEV trucks (kWh) 2020-2041
14.2.Medium and Heavy-Duty Truck Market Forecasts 2021-2041
14.2.1.M&HDT global sales (000s units)
14.2.2.M&HDT global sales: BEV, PHEV and FCEV (000s)
14.2.3.eM&HDT sales by region (000s units)
14.2.4.M&HDT market share forecast for eM&HDT (%)
14.2.5.eM&HDT battery demand forecast (GWh)
14.2.6.eM&HDT battery demand forecast by region (GWh)
14.2.7.eM&HDT market forecast ($US billion)
14.2.8.eM&HDT market forecast by region ($US billion)
14.2.9.FCEV M&HDT Fuel Cell Demand Forecast (MW)
14.3.Medium-Duty Truck Market Forecasts 2021-2041
14.3.1.MDT global sales (000s units)
14.3.2.eMDT sales: BEV, PHEV and FCEV (000s)
14.3.3.eMDT sales by region (000s units)
14.3.4.MDT market share forecast for eMDT
14.3.5.eMDT battery demand forecast (GWh)
14.3.6.eMDT battery demand forecast by region (GWh)
14.3.7.eMDT market forecast ($US billion)
14.3.8.eMDT market forecast by region ($US billion)
14.3.9.FCEV MDT Fuel Cell Demand Forecast (MW)
14.4.Heavy-Duty Truck Market Forecasts 2021 2041
14.4.1.HDT global sales (000s units)
14.4.2.eHDT sales: BEV, PHEV and FCEV (000s)
14.4.3.eHDT sales by region (000s units)
14.4.4.HDT market share forecast for eHDT
14.4.5.eHDT battery demand forecast (GWh)
14.4.6.eHDT battery demand forecast by region (GWh)
14.4.7.eHDT market forecast ($US billion)
14.4.8.eHDT market forecast by region ($US billion)
14.4.9.FCEV HDT Fuel Cell Demand Forecast (MW)
14.5.Regional Sales Forecasts 2021-2041
14.5.1.Europe MDT sales (000s units)
14.5.2.Europe HDT sales (000s units)
14.5.3.US MDT sales (000s units)
14.5.4.US HDT sales (000s units)
14.5.5.China MDT sales (000s units)
14.5.6.China HDT sales (000s units)
14.5.7.RoW MDT sales (000s units)
14.5.8.RoW HDT sales (000s units)


スライド 363
フォーキャスト 2041
ISBN 9781913899172

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