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시장보고서
상품코드
2141604
전기 대형 트럭 시장 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2026-2035년)Electric Heavy Duty Trucks Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026 - 2035 |
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세계의 전기 대형 트럭 시장은 2025년에 169억 7,000만 달러 규모에 달하고, 22.2%의 CAGR로 확대되어 2035년까지 1,529억 5,000만 달러에 달할 것으로 추정됩니다.
| 시장 범위 | |
|---|---|
| 시작 연도 | 2025년 |
| 예측 기간 | 2026-2035년 |
| 개시 금액 | 169억 7,000만 달러 |
| 예측 금액 | 1,529억 5,000만 달러 |
| CAGR | 22.2% |
화물 운송의 탈탄소화를 향한 움직임이 가속화됨에 따라, 차량의 운용, 설계 및 도입 전략이 재구축되고 있습니다. 전기 대형 트럭(e-HDT)은 특히 도시 내 배송, 항만 업무 및 지역 간 운송 분야에서 지속가능한 물류의 핵심으로 자리 잡고 있습니다. 이러한 트럭은 디젤 배기가스, 연료 가격 변동 및 상업 운영자에 대한 규제적 압력을 완화합니다. 경량 전기자동차와 달리, e-HDT는 무거운 적재량과 긴 가동 주기에 대응하도록 설계되었기 때문에 배터리의 내구성, 충전 속도 및 수명주기 전반에 걸친 총비용이 도입에 있어 매우 중요합니다. 최신 e-HDT는 디젤 차량을 개조한 것이 아니라 전용으로 설계된 것으로, 고에너지 밀도 배터리 시스템, 토크가 최적화된 전동 액슬, 첨단 전력 전자 장치, 열 관리 솔루션 및 차량 제어 소프트웨어를 갖추고 있습니다. 차량 관리자들은 초기 구매 비용이 아닌, 노선과의 적합성, 적재량과 주행 거리의 효율성, 인프라 구축 현황, 그리고 장기적인 운영 비용을 바탕으로 차량을 평가하는 경향이 강해지고 있습니다. 민관 투자를 통한 가속화가 전 세계 물류 및 산업 분야에서의 대규모 도입을 뒷받침하고 있습니다.
클래스 7 부문은 2025년에 63%의 점유율을 차지했으며, 2035년까지 연평균 성장률(CAGR) 21.8%로 성장할 것으로 전망됩니다. 총 차량 중량이 26,001-33,000파운드인 클래스 7 트럭은 지역 간 화물 운송, 도시 내 배송 및 가동률이 높은 상업적 운영에 가장 적합합니다. 경로가 예측 가능하고 정차 빈도가 높으며, 차고나 허브를 거점으로 한 충전과 호환되므로 사업자는 배터리 사용을 최적화하고, 충전으로 인한 가동 중단 시간을 줄이며, 운영 비용을 효율적으로 관리할 수 있습니다.
배터리 전기자동차(BEV) 부문은 2025년에 65.4%의 점유율을 차지했으며, 2035년까지 연평균 성장률(CAGR) 22.6%로 성장할 것으로 전망됩니다. BEV가 시장을 독점하고 있는 이유는 배기가스 제로, 뛰어난 에너지 효율, 그리고 도시 및 지역 간 운송 업무 모두에 적합하기 때문입니다. 첨단 배터리 기술, 회생제동 및 에너지 관리 시스템을 통해 안정적인 성능, 낮은 유지보수 비용, 긴 수명이 보장되므로, 지속가능하고 비용 효율적인 솔루션을 추구하는 차량 운영 업체에게 BEV는 최적의 선택이 되고 있습니다.
2025년, 중국의 전기 대형 트럭 시장은 큰 점유율을 차지했습니다. 이 시장의 확대는 강력한 정부 정책, 배출 감축 목표, 도시화, 그리고 무공해 차량 도입 의무화에 의해 주도되고 있습니다. 현지 생산능력, 비용 효율이 뛰어난 대용량 배터리, 그리고 확장성이 뛰어난 전기 구동 시스템 덕분에 물류, 산업, 지역 운송 등 각 분야에서 도입이 가속화되고 있습니다.
자주 묻는 질문
목차
제1장 조사 방법
제2장 주요 요약
제3장 업계 인사이트
제4장 경쟁 구도
제5장 시장 추정 및 예측 : 차량 클래스별, 2022-2035년
제6장 시장 추정 및 예측 : 추진력별, 2022-2035년
제7장 시장 추정 및 예측 : 항속거리별, 2022-2035년
제8장 시장 추정 및 예측 : 배터리 용량별, 2022-2035년
제9장 시장 추정 및 예측 : 용도별, 2022-2035년
제10장 시장 추정 및 예측 : GVWR별, 2022-2035년
제11장 시장 추정 및 예측 : 지역별, 2022-2035년
제12장 기업 개요
KSMThe Global Electric Heavy Duty Trucks Market was valued at USD 16.97 billion in 2025 and is estimated to grow at a CAGR of 22.2% to reach USD 152.95 billion by 2035.
| Market Scope | |
|---|---|
| Start Year | 2025 |
| Forecast Year | 2026-2035 |
| Start Value | $16.97 Billion |
| Forecast Value | $152.95 Billion |
| CAGR | 22.2% |
The increasing drive toward decarbonizing freight transportation is reshaping fleet operations, vehicle design, and deployment strategies. Electric heavy-duty trucks (e-HDTs) are becoming central to sustainable logistics, particularly for urban distribution, port operations, and regional haul applications. These trucks mitigate diesel emissions, fuel price volatility, and regulatory pressures on commercial operators. Unlike lighter EVs, e-HDTs are designed for heavy payloads and long duty cycles, making battery longevity, charging speed, and total lifecycle cost crucial for adoption. Modern e-HDTs are purpose-built rather than conversions from diesel models, featuring high-energy battery systems, torque-optimized electric axles, advanced power electronics, thermal management solutions, and vehicle control software. Fleet managers increasingly assess vehicles based on route compatibility, payload-range efficiency, infrastructure readiness, and long-term operating expenses rather than upfront purchase cost. Accelerated public and private investment is supporting large-scale deployment across logistics and industrial sectors worldwide.
The Class 7 segment held 63% share in 2025 and is expected to grow at a CAGR of 21.8% through 2035. Class 7 trucks, with gross vehicle weight ratings of 26,001 to 33,000 pounds, are well-suited for regional freight, urban delivery, and high-utilization commercial operations. Their predictable routes, frequent stops, and compatibility with depot- and hub-based charging allow operators to optimize battery use, reduce charging downtime, and manage operational costs efficiently.
The battery electric vehicle (BEV) segment accounted for 65.4% share in 2025 and is projected to grow at a CAGR of 22.6% through 2035. BEVs dominate due to zero tailpipe emissions, superior energy efficiency, and suitability for both urban and regional haul operations. Advanced battery technologies, regenerative braking, and energy management systems ensure consistent performance, low maintenance, and long service life, making BEVs the preferred choice for fleet operators pursuing sustainable and cost-effective solutions.
China Electric Heavy Duty Trucks Market held a significant share in 2025. Expansion is driven by strong government policies, emission reduction targets, urbanization, and zero-emission fleet mandates. Local manufacturing capabilities, cost-efficient high-capacity batteries, and scalable electric drivetrains accelerate adoption across logistics, industrial, and regional applications.
Key players in the Global Electric Heavy Duty Trucks Market include BYD, Daimler Truck, Ford, GM, Komatsu, Nikola, PACCAR, Tesla, Traton, and Volvo. Companies in the Electric Heavy Duty Trucks Market are strengthening their presence by developing purpose-built platforms optimized for high payloads, long routes, and depot charging networks. Strategic partnerships with battery manufacturers, fleet operators, and infrastructure providers enable faster scaling and enhanced charging coverage. Investment in R&D focuses on improving energy density, thermal management, power electronics, and regenerative braking systems. Manufacturers are adopting modular vehicle architectures, expanding global production facilities, and leveraging government incentives for clean transportation. They are also deploying pilot fleets and digital fleet management tools to demonstrate performance, reduce operational risk, and accelerate customer adoption.
Table of Contents
Chapter 1 Methodology
- 1.1 Research approach
- 1.2 Quality commitments
- 1.2.1 GMI AI policy & data integrity commitment
- 1.3 Research trail & confidence scoring
- 1.3.1 Research trail components
- 1.3.2 Scoring components
- 1.4 Data collection
- 1.4.1 Partial list of primary sources
- 1.5 Data mining sources
- 1.5.1 Paid sources
- 1.6 Base estimates and calculations
- 1.6.1 Base year calculation
- 1.7 Forecast model
- 1.8 Research transparency addendum
Chapter 2 Executive Summary
- 2.1 Industry 360° synopsis, 2022 - 2035
- 2.2 Key market trends
- 2.2.1 Regional
- 2.2.2 Vehicle Class
- 2.2.3 Propulsion
- 2.2.4 Range
- 2.2.5 Battery Capacity
- 2.2.6 Application
- 2.2.7 GVWR
- 2.3 TAM Analysis, 2026-2035
- 2.4 CXO perspectives: Strategic imperatives
Chapter 3 Industry Insights
- 3.1 Industry ecosystem analysis
- 3.1.1 Supplier landscape
- 3.1.2 Profit margin analysis
- 3.1.3 Cost structure
- 3.1.4 Value addition at each stage
- 3.1.5 Factor affecting the value chain
- 3.1.6 Disruptions
- 3.2 Industry impact forces
- 3.2.1 Growth drivers
- 3.2.1.1 Increase in government mandates for zero-emission commercial vehicles
- 3.2.1.2 Surge in adoption of electric trucks by logistics and industrial fleet operators
- 3.2.1.3 Rise in fuel cost volatility and total operating expenses of diesel trucks
- 3.2.1.4 Surge in advancements in battery energy density and charging technologies
- 3.2.2 Industry pitfalls and challenges
- 3.2.2.1 High initial cost associated with vehicle and infrastructure deployment
- 3.2.2.2 Limited charging availability for long-haul freight operations
- 3.2.3 Market opportunities
- 3.2.3.1 Increase in adoption of fleet-as-a-service and leasing models
- 3.2.3.2 Surge in electrification of ports, mining, and industrial operations
- 3.2.3.3 Rise in deployment of megawatt and ultra-fast charging solutions
- 3.2.3.4 Surge in integration of digital fleet management platforms
- 3.2.1 Growth drivers
- 3.3 Growth potential analysis
- 3.4 Regulatory landscape
- 3.4.1 North America
- 3.4.1.1 U.S. EPA Diesel Emissions Reduction Act (DERA)
- 3.4.1.2 U.S. DOE Vehicle Technologies Office Programs
- 3.4.1.3 EPA Clean Truck Program
- 3.4.1.4 California Advanced Clean Trucks (ACT) Regulation.
- 3.4.2 Europe
- 3.4.2.1 EU CO2 Emission Standards & Clean Truck Directive
- 3.4.2.2 Germany Federal Zero-Emission Truck Program
- 3.4.2.3 United Kingdom ULEV Fleet Incentives
- 3.4.2.4 France Heavy Vehicle Decarbonization Support
- 3.4.3 Asia Pacific
- 3.4.3.1 China: New Energy Bus (NEB) Promotion & Procurement Policies
- 3.4.3.2 Japan: Green Growth Strategy for Decarbonized Public Transport
- 3.4.3.3 South Korea: Eco-Friendly Vehicle Roadmap for Public Transport
- 3.4.3.4 Singapore: Green Public Transport Programme (GPTP)
- 3.4.4 Latin America
- 3.4.4.1 Brazil Zero-Emission Truck Procurement
- 3.4.4.2 Mexico Clean Transport & Fleet Modernization Policies
- 3.4.4.3 Chile National Zero-Emission Truck Strategy
- 3.4.5 MEA
- 3.4.5.1 UAE Sustainable Transport Policy
- 3.4.5.2 Saudi Arabia Vision 2030 Freight Electrification
- 3.4.5.3 South Africa Green Freight Strategy
- 3.4.1 North America
- 3.5 Porter's analysis
- 3.6 PESTEL analysis
- 3.7 Technology and Innovation landscape
- 3.7.1 Current technological trends
- 3.7.2 Emerging technologies
- 3.8 Patent analysis
- 3.9 Sustainability and environmental impact analysis
- 3.9.1 Sustainable practices
- 3.9.2 Waste reduction strategies
- 3.9.3 Energy efficiency in production
- 3.9.4 Eco-friendly initiatives
- 3.9.5 Carbon footprint considerations
- 3.10 Future outlook & opportunities
- 3.11 Cost breakdown analysis
- 3.12 Sustainability and environmental impact analysis
- 3.12.1 Sustainable practices
- 3.12.2 Waste reduction strategies
- 3.12.3 Energy efficiency in production
- 3.12.4 Eco-friendly initiatives
- 3.12.5 Carbon footprint considerations
- 3.13 Fleet Transition & Deployment Models
- 3.14 Charging Infrastructure & Grid Readiness Assessment
- 3.15 Battery Degradation, Warranty & Second-Life Economics
- 3.16 Future outlook & opportunities
Chapter 4 Competitive Landscape, 2025
- 4.1 Introduction
- 4.2 Company market share analysis
- 4.2.1 North America
- 4.2.2 Europe
- 4.2.3 Asia Pacific
- 4.2.4 Latin America
- 4.2.5 MEA
- 4.3 Competitive analysis of major market players
- 4.4 Competitive positioning matrix
- 4.5 Key developments
- 4.5.1 Mergers & acquisitions
- 4.5.2 Partnerships & collaborations
- 4.5.3 New Product Launches
- 4.5.4 Expansion Plans and funding
Chapter 5 Market Estimates & Forecast, By Vehicle Class, 2022 - 2035 ($Bn, Units)
- 5.1 Key trends
- 5.2 Class 7
- 5.3 Class 8
Chapter 6 Market Estimates & Forecast, By Propulsion, 2022 - 2035 ($Bn, Units)
- 6.1 Key trends
- 6.2 Battery Electric Vehicle (BEV)
- 6.3 Hybrid Electric Vehicle (HEV)
- 6.4 Plug-in Hybrid Electric Vehicle (PHEV)
Chapter 7 Market Estimates & Forecast, By Range, 2022 - 2035 ($Bn, Units)
- 7.1 Key trends
- 7.2 Short Range
- 7.3 Medium Range
- 7.4 Long Range
Chapter 8 Market Estimates & Forecast, By Battery Capacity, 2022 - 2035 ($Bn, Units)
- 8.1 Key trends
- 8.2 Below 300 kWh
- 8.3 300-500 kWh
- 8.4 Above 500 kWh
Chapter 9 Market Estimates & Forecast, By Application, 2022 - 2035 ($Bn, Units)
- 9.1 Key trends
- 9.2 Logistics & Delivery
- 9.3 Construction
- 9.4 Waste Management
- 9.5 Others
Chapter 10 Market Estimates & Forecast, By GVWR, 2022 - 2035 ($Bn, Units)
- 10.1 Key trends
- 10.2 Below 6 tons
- 10.3 6 - 14 tons
- 10.4 Above 14 tons
Chapter 11 Market Estimates & Forecast, By Region, 2022 - 2035 ($Bn, Units)
- 11.1 Key trends
- 11.2 North America
- 11.2.1 US
- 11.2.2 Canada
- 11.3 Europe
- 11.3.1 Germany
- 11.3.2 UK
- 11.3.3 France
- 11.3.4 Italy
- 11.3.5 Spain
- 11.3.6 Russia
- 11.3.7 Belgium
- 11.3.8 Netherlands
- 11.3.9 Sweden
- 11.4 Asia Pacific
- 11.4.1 China
- 11.4.2 India
- 11.4.3 Japan
- 11.4.4 Australia
- 11.4.5 South Korea
- 11.4.6 Philippines
- 11.4.7 Indonesia
- 11.4.8 Singapore
- 11.5 Latin America
- 11.5.1 Brazil
- 11.5.2 Mexico
- 11.5.3 Argentina
- 11.6 MEA
- 11.6.1 South Africa
- 11.6.2 Saudi Arabia
- 11.6.3 UAE
Chapter 12 Company Profiles
- 12.1 Global Players
- 12.1.1 BYD
- 12.1.2 Daimler Truck
- 12.1.3 Ford
- 12.1.4 GM
- 12.1.5 Komatsu
- 12.1.6 Nikola
- 12.1.7 PACCAR
- 12.1.8 Tesla
- 12.1.9 Traton
- 12.1.10 Volvo
- 12.2 Regional Players
- 12.2.1 Designwerk
- 12.2.2 E-Force One
- 12.2.3 Orange EV
- 12.2.4 Terberg
- 12.2.5 Xos
- 12.3 Emerging Players
- 12.3.1 Bollinger Motors
- 12.3.2 Edison Motors
- 12.3.3 Hyliion
- 12.3.4 Lion Electric
- 12.3.5 Mitsubishi
- 12.3.6 Renault Trucks
- 12.3.7 Rivian
- 12.3.8 Rizon
- 12.3.9 SEA Electric
