PBV (Purpose Built Vehicle)の世界市場：戦略的洞察と成長機会

シェアードモビリティ市場、ライドヘイリングサービス、ラストマイルやミドルマイルの貨物配送サービスに、高い需要と競争力があります。これらのサービスを提供する事業者は、顧客にとって有用で、高い顧客満足度を実現できる部品や機能を備えたカスタマイズ車両を必要としています。

当レポートでは、世界のPBV (Purpose Built Vehicle)市場について調査分析し、戦略的必須要件、成長環境、PBVの概要・進化、シェアードモビリティ市場、商用車市、PBVの開発等に関する情報を提供しています。

目次

戦略的必須要件

• 成長がますます困難になるのはなぜか？
• 戦略的必須要件8（TM）
• PBV市場における上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine (TM)を促進
• 成長の促進要因
• 成長の抑制要因

成長環境

• ビジネスモデル
• 市場参入者
• 競合情勢
• 競合他社の比較
• 車両発売タイムライン
• パートナーシップ

PBVの概要

• 定義
• セグメンテーション
• メリット-メーカーの視点
• メリット-顧客とエンドユーザーの視点

PBVの進化

• 商業化のタイムライン
• 戦略の進化
• アプリケーションのタイムライン

PBV市場-イントロダクション

• 事業領域
• PBVの顧客
• 対象となる顧客の要件

PBVの設計と製造

• 改造車両とPBVの設計オプション
• マイクロファクトリーアプローチ
• 技術融合とその利点
• 電化
• スケートボードプラットフォーム分析
• コスト比較-PBVと従来型車両

PBV-シェアードモビリティ市場

• 従来型タクシーvs.専用のシェアードモビリティ車両
• 顧客の要望
• 大衆向けプロバイダーにとっての機会
• ケーススタディ1-Volkswagen MOIA
• ケーススタディ2-e.GO Moove
• ケーススタディ3-Zoox
• ケーススタディ4-SoooryaEV

PBV-商用車市場

• 従来型eLCVと専用のeLCV
• 顧客の要望
• 総所有コスト-目的に合わせて作られた商用車の視点
• ケーススタディ1-到着
• ケーススタディ1-到着とUberのパートナーシップ
• ケーススタディ2-カヌー
• ケーススタディ3-REE自動車
• ケーススタディ3-REE自動車の商業化への道
• ケーススタディ4-ライトニングeMotors
• ケーススタディ5-Rivian
• ケーススタディ6-GreenPowerモーター
• ケーススタディ7-Voltaトラック

PBV開発-従来型自動車OEM

• 従来型OEMからのPBVの概念-KIA
• 従来型OEMからのPBVの概念-General Motors
• 従来型OEMからのPBVの概念-Hino Motors
• 従来型自動車OEM-改造車両またはPBV？

PBV市場の将来

• ビジネスモデル-シングルスケートボード上の交換可能な専用のシルクハット
• ビジネスチャンスエリア
• 商業化の課題
• マクロ経済の見通し
• ePBV販売量予測

成長機会ユニバース

• 成長機会1-ライドヘイリングとカーゴデリバリー車市場を混乱
• 成長機会2-商用車セグメントの新興企業に機会を提供
• 成長機会3-自律シャトルとロボタクシーの出現を促進

次のステップ

Increased Customer Demand and Expectations in Ride-hailing, Shared Mobility, and Last and Middle-mile Delivery Enable Opportunities

The purpose-built vehicle (PBV) market is a new business model in the automotive industry that involves original equipment manufacturers (OEMs) designing, manufacturing, and selling highly customized vehicles according to customers' application needs. There are high demand and competition in the shared mobility market, ride-hailing services, and last and middle-mile cargo delivery services. As such, service providers in these areas need customized vehicles with components and features that will be useful for their customers and enable them to achieve high customer satisfaction levels.

The PBV market has many automotive startups such as REE Automotive, Arrival, and Canoo that design and develop electric, purpose-built, and tailor-made vehicles to suit particular applications. Several conventional automotive OEMs like Hyundai, Kia, Ford, and Renault also seek business opportunities in this market, converting their existing vehicle models into PBVs.

Frost & Sullivan aims to provide insights into the PBV market by defining PBVs and their segmentation by application. We conducted case studies on market participants, highlighting technology trends, how they tailor vehicles according to specific applications, and details of vehicles they plan to launch. The report also compares conventional vehicles' design and manufacturing processes against PBVs and analyzes the latter's advantages in terms of operations. Other information includes:

• PBV timeline, market, and business model overview

• Factors driving and restraining market growth

• Market sizing and forecast by PBV sales volume between 2021 and 2030

• Business opportunities in the shared mobility space and cargo delivery market

• Future PBV business areas, challenges, and application areas

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the Purpose-built Vehicles Market
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Growth Drivers
• Growth Restraints

Growth Environment

• Business Models
• Market Participants
• Competitive Landscape
• Competitor Comparison
• Vehicle Launch Timeline
• Partnerships

PBV Overview

• Definition
• Segmentation
• Benefits-Manufacturer Perspective
• Benefits-Customer and End-user Perspective

PBV Evolution

• Commercialization Timeline
• Strategy Evolution
• Applications Timeline

PBV Market-Introduction

• Business Areas
• PBV Customers
• Target Customer Requirements

PBV Design and Manufacturing

• Converted Vehicle vs PBV Design Options
• Microfactory Approach
• Technology Convergence and its Advantages
• Electrification
• Skateboard Platform Analysis
• Cost Comparison-PBVs and Conventional Vehicles

PBV-Shared Mobility Market

• Conventional Taxi vs Purpose-built Shared Mobility Vehicle
• Customer Requirements
• Opportunities for MaaS Providers
• Case Study 1-Volkswagen MOIA
• Case Study 2-e.GO Moove
• Case Study 3-Zoox
• Case Study 4-Sooorya EV

PBV-Commercial Vehicle Market

• Conventional eLCV and Purpose-built eLCV
• Customer Requirements
• Total Cost of Ownership-Purpose-built Commercial Vehicle Perspective
• Case Study 1-Arrival
• Case Study 1-Arrival and Uber Partnership
• Case Study 2-Canoo
• Case Study 3-REE Automotive
• Case Study 3-REE Automotive's Road to Commercialization
• Case Study 4-Lightning eMotors
• Case Study 5-Rivian
• Case Study 6-GreenPower Motor
• Case Study 7-Volta Trucks

PBV Development-Traditional Automotive OEMs

• PBV Concepts from Traditional OEMs-KIA
• PBV Concepts from Traditional OEMs-General Motors
• PBV Concepts from Traditional OEMs-Hino Motors
• Traditional Automotive OEMs-Converted Vehicles or PBVs?

PBV Market Future

• Business Model-Interchangeable Purpose-built Top Hats on a Single Skateboard
• Business Opportunity Areas
• Commercialization Challenges
• Macroeconomic Outlook
• ePBV Sales Volume Forecast

Growth Opportunity Universe

• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets
• Growth Opportunity 1-Disrupt the Ride-hailing and Cargo Delivery Vehicle Markets (continued)
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment
• Growth Opportunity 2-Provide Opportunities for Startups in the Commercial Vehicle Segment (continued)
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis
• Growth Opportunity 3-Facilitate the Advent of Autonomous Shuttles and Robotaxis (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer