電気自動車のベトナム市場の評価：コンポーネント別、車両タイプ別、充電タイプ別、推進力別、地域別、機会、予測（2017年～2031年）

ベトナムの電気自動車の市場規模は、2023年の23億3,000万米ドルから2031年に126億米ドルに増加すると予測され、2024年～2031年の予測期間にCAGRで23.49%の成長が見込まれます。市場は近年大幅な成長を示しており、二酸化炭素排出ゼロに関する政府目標の高まり、電気自動車需要の増加、持続可能な環境への関心の高まり、電気自動車の急速な技術の進歩により、予測期間にも拡大を維持する見込みです。Vietnam Automobile Manufacturers Association（VAMA）は、2040年までにEVが350万台普及すると予測しています。ベトナム政府は、電気自動車の充電インフラの開発に大きく関与しており、電気自動車とバッテリー生産を急増させる企業を支援しています。さらに、政府は既存のEV充電ネットワークを強化し、EV生産への投資を発表する予定です。

例えば、Foxconnによるクアンニン省への投資は注目に値します。ベトナム政府は、同社が2つのプロジェクトに2億4,600万米ドルを投資することを承認しました。この投資の大部分である2億米ドルは、EM充電器とコンポーネントを生産する工場の建設に充てられ、2025年1月に稼働を開始する予定です。さらに、市場の企業は、比類のない顧客体験を提供し、倫理的に事業を経営するために、ベトナムに新しいショールームを開設する予定です。

例えば2022年5月、Mercedes-Benz Group AGは、ベトナム市場で自動車企業に対応するのに最適なスペースと立地であるオフィスハウスに新しいショールームを開設すると発表しました。

EV充電インフラの急速な開発がベトナムの電気自動車市場の需要を促進

ベトナム政府は、EV充電インフラへの投資を積極的に行い、二酸化炭素排出に関する意識を広めており、ベトナムの電気自動車市場の需要を促進すると予測されます。EV充電インフラへの注目は高まっており、さまざまな国内外の企業がベトナム全土で電気自動車と充電インフラ生産に資金を提供しています。ベトナム政府は、EV充電インフラの設置に割引や補助金を提供し、ベトナム市場におけるEV需要の増加を支援するためにバッテリー充電ソリューションを提供しています。さらに、企業や政府は、環境にやさしい輸送を促進し、EVの認知度を高めるために、EV充電インフラの確立に投資しています。

例えば2024年3月、Vingroup Corporationの会長でありVinFast LLCの創設者であるPham Nhat Vuong氏は、ベトナムがEV充電ステーションの密度で世界のリーダーの1つになることを加速させるため、V-Green Global Charging Station Development Companyの設立を発表しました。

環境持続性への意識の高まりが市場成長を後押し

環境の持続可能性に関する意識の高まり、二酸化炭素排出に関する政府の規制と政策、環境にやさしい輸送へ消費者のシフトが、予測期間におけるベトナムの電気自動車市場の成長を促進すると予測されます。電気自動車はカーボンフットプリントの削減に効果的で、環境に対する影響が少なく、運転に便利であることも相まって、ベトナムにおける電気自動車の需要を促進しています。政府は、電気自動車が環境に与える利益に関する認識を広めるためのキャンペーンを開始し、自動車メーカーに電気自動車生産を促し、電気自動車を購入する際の道路税や登録料の引き下げも相まって、ベトナム全土で電気自動車の普及率を加速させています。ベトナム市場の企業は、二酸化炭素排出ゼロに寄与し、政府の政策の恩恵を受けるために電気自動車を発売しています。

2023年5月、Mercedes-Benz Group AGは、2023年を通じてベトナムでの製品リストを拡大するため、ベトナムで3つの完全電気自動車モデルを導入すると発表しました。

当レポートでは、ベトナムの電気自動車市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢と見通しなどを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• 製品と市場情報
• ブランド認知の方式
• 購入決定において考慮される要素
• 安全規制の検討

第5章 ベトナムの電気自動車市場の見通し（2017年～2031年）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェア分析と予測
  • コンポーネント別
  • 車両タイプ別
  • 充電タイプ別
  • 推進力別
  • 地域別
  • 市場シェア分析：企業別（金額）（上位5社とその他 - 2023年）
• 市場マップ分析（2023年）
  • コンポーネント別
  • 車両タイプ別
  • 充電タイプ別
  • 推進力別
  • 地域別

第6章 需給分析

第7章 輸入と輸出の分析

第8章 バリューチェーン分析

第9章 ポーターのファイブフォース分析

第10章 PESTLE分析

第11章 価格分析

第12章 市場力学

• 市場促進要因
• 市場の課題

第13章 市場の動向と発展

第14章 ケーススタディ

第15章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • VinFast Auto Ltd.
  • Mercedes-Benz Vietnam Ltd.
  • Tesla Inc.
  • Honda Vietnam Co., Ltd.
  • Hyundai Motor Company
  • Selex Smart Electric Vehicles Joint Stock Company
  • Dat Bike Vietnam Company Limited
  • Toyota Motor Corporation
  • Nissan Motor Co., Ltd.
  • AB Volvo

第16章 戦略的推奨

第17章 当社について、免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. Vietnam Electric Vehicle Market, By Value, In USD Billion, 2017-2031F
• Figure 2. Vietnam Electric Vehicle Market, By Volume, In Units, 2017-2031F
• Figure 3. Vietnam Electric Vehicle Market Share (%), By Component, 2017-2031F
• Figure 4. Vietnam Electric Vehicle Market Share (%), By Vehicle Type, 2017-2031F
• Figure 5. Vietnam Electric Vehicle Market Share (%), By Charging Type, 2017-2031F
• Figure 6. Vietnam Electric Vehicle Market Share (%), By Propulsion, 2017-2031F
• Figure 7. Vietnam Electric Vehicle Market Share (%), By Region, 2017-2031F
• Figure 8. By Component Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 9. By Vehicle Type Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 10. By Charging Type Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 11. By Propulsion Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023

Vietnam electric vehicle market is estimated to witness a CAGR of 23.49% during the forecast period 2024-2031, increasing from USD 2.33 billion in 2023 to USD 12.60 billion in 2031. The market has observed significant growth in recent years and is projected to maintain an expansion in the forecast years owing to rising targets of the government concerning zero carbon emissions, increasing demand for electric vehicles, growing concern about sustainable environment, and rapid technological advancement in electric vehicles. Although, by 2040, the Vietnam Automobile Manufacturers Association (VAMA) estimated that there would be 3.5 million EVs on the roads. The government in Vietnam is participating significantly in developing the electric vehicle charging infrastructure and supporting companies to surge their production of electric vehicles and batteries. In addition, the government is planning to strengthen the existing EV charging network and announce investment in EV production.

For instance, a noteworthy advancement is Foxconn's investment in Quang Ninh province. The Vietnamese government has approved the company to invest USD 246 million across two projects. A significant portion of this investment, USD 200 million, will go toward building a factory that will produce EM chargers and components, will operations set to begin in January 2025. In addition, companies in the market are planning to open new showrooms in Vietnam to deliver unmatched customer experience and ethically run the business.

For instance, in May 2022, Mercedes-Benz Group AG announced the opening of new showroom in OfficeHaus, a perfect space and location to cater to the auto company in the Vietnamese market.

Rapid Development in EV Charging Infrastructure Drive the Vietnam Electric Vehicle Market Demand

The government in Vietnam is considerably investing in EV charging infrastructure and spreading awareness concerning carbon emissions, projected to drive the Vietnam electric vehicle market demand. EV charging infrastructure has increased attention, and different foreign and domestic companies are funding the production of electric vehicles and charging infrastructure across Vietnam. Government in Vietnam is offering discounts and subsidies on the establishment of EV charging infrastructure and offer battery charging solutions to support the rising EV demand in Vietnam market. In addition, companies and the government are investing in establishing EV charging infrastructure to promote eco-friendly transport and boost EV awareness.

For instance, in March 2024, Pham Nhat Vuong, Chairman of Vingroup Corporation and founder of VinFast LLC announced the establishment of V-Green Global Charging Station Development Company to accelerate Vietnam towards becoming one of the world's leaders in EV charging station density.

Rising Awareness Concerning Environment Sustainability Pushes Market Growth

Rise in awareness concerning environmental sustainability, government policies, and regulations concerning carbon emissions, and consumer shift towards eco-friendly transportation are projected to drive the Vietnam electric vehicle market growth in the forecast period. Electric vehicles are effective in reducing carbon footprint and have less impact on the environment, coupled with being convenient to drive, fostering the demand for electric vehicles in Vietnam. The government started campaigning to spread awareness concerning the benefits of electric vehicles on the environment, and compelling automakers to produce electric vehicles, coupled with reducing road tax and registration fees on buying EVs, accelerating the adoption rate of electric vehicles across Vietnam. Companies in the Vietnamese market are launching electric vehicles to contribute zero carbon emissions and benefit from policies of the government.

In May 2023, Mercedes-Benz Group AG announced the introduction of three all-electric car models in Vietnam to expand its product list in Vietnam throughout 2023.

Government Policies and Regulations Propel Market Growth for Electric Vehicles

The government in Vietnam announced different policies to accomplish net-zero emissions in the transport sector. Legal authorities promoting EV production and investments in EV charging infrastructure to accomplish the country's climate objectives, improving air quality, and reducing greenhouse gas emissions, coupled with supporting the country's economic development. The Vietnam government is promoting the adoption of electric vehicles in tourism industry as EVs improve the convenience and environmental impact of tourism activities along with reducing safety risks. In addition, the government develops an all-inclusive legal framework for electric vehicles to identify other countries' quality standards, forming a uniform regulatory system. Furthermore, the Vietnamese government offers incentives to foster the adoption rate of electric vehicles and accomplish net-zero carbon emission vehicles.

For instance, in September 2023, the Vietnam Ministry of Transport announced an incentive of USD 1,000 to foster the growth of the EV sector and usage of environmentally friendly energy, coupled with an accelerated shift towards green, eco-friendly energy across the country.

Commercial Vehicles Dominate the Largest Vietnam Electric Vehicle Market Share

Commercial vehicles register the largest share in the EV market as increasing industrialization and urbanization coupled with significant expansion in e-commerce and logistics sectors. The growing demand for sustainable transportation and changing consumer behavior has driven the requirement for reliable and efficient transportation solutions. Additionally, government initiatives on infrastructure development and considerable investments in the expansion of road and transportation networks have resulted in the introduction of opportunities for commercial vehicle automakers to address the increase in demand. Companies in Vietnam electric vehicle market are introducing new and advanced commercial vehicles to address the rising demand and rising awareness of environmental concerns.

For instance, in September 2022, China Dong Feng Motor Industry Imp. & Exp. Co., Ltd. announced the launch of six new models in Vietnam to offer trustworthy transport solutions for medium-long-haul logistics, engineering construction, and other markets.

Hybrid Electric Vehicles is Estimated to Register the Largest Market Share

Hybrid electric vehicles are projected to hold the largest market share as electric powertrains in HEV improve fuel efficiency, advance performance, and independently propel the vehicle on pure electric power. In the market, there are a variety of hybrid electric vehicles that have advanced features and improved safety software, propelling the demand for hybrid electric vehicles. Companies in the market are integrating different safety features, including regenerative braking and others, to help the vehicle accomplish maximum effectiveness in terms of safety and fuel efficiency. The demand for HEVs is rising considerably as these vehicles consume less oil compared to conventional vehicles, have low maintenance costs, and produce lower carbon emissions. In addition, from May 2024 onwards, the car market in Vietnam will welcome different new models of hybrid cars, with prices averaging USD 39,000. Key participants are efficiently investing in advancing the performance of HEVs and planning to launch new hybrid electric vehicles to address the rising demand and contribute to fewer carbon emissions.

For instance, in May 2024, BYD Company Ltd. announced the launch of BYD Seal. The BYD Seal has both hybrid and electric versions, but the hybrid version of the BYD Seal is more probably to sell well across Vietnam.

Future Market Scenario (2024 - 2031F)

The significant rise in requirement for fuel-efficient, low-emission vehicles, declining battery costs, and increasing regulations and laws on vehicle emissions are estimated to drive the Vietnam electric vehicle market in the forecast period.

Increasing investment in EV charging infrastructure and government initiatives including tax refunds and subsidies to promote the adoption rate of electric vehicles in Vietnam.

The accelerating middle class and young population and innovation in electric vehicle technologies coupled with environmental awareness are anticipated to propel the growth of Vietnam electric vehicle market.

The rising consumer preference for fuel-efficient EVs and integration of vehicle-to-vehicle communication technology are projected to boost market growth.

Key Players Landscape and Outlook

Companies in Vietnam electric vehicle market are investing in different research and development activities to advance electric vehicles' functioning and performance and contribute to zero-carbon emissions. Companies are integrating advanced technologies in electric vehicles and high performance of electric batteries. In addition, key participants in the market are adopting different growth strategies including joint ventures, new product launches, amalgamation, partnerships, collaborations, and others to address the rising demand for electric vehicles in Vietnam, expanding the product portfolio, and market footprint.

In May 2023, Dat Bike Vietnam Company Limited announced a partnership with PT GoTo Gojek Tokopedia Tbk to pilot the usage of e-motorbikes to serve the logistics, transportation, and food delivery requirements of Gojek users across Vietnam.

In May 2023, Selex Smart Electric Vehicles Joint Stock Company announced an expansion of its battery-swapping network into Southeast Asia to accelerate the adoption of electric mobility in Vietnam and drive sustainable transportation practices coupled with reduced carbon emissions in Southeast Asia.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Mode of Brand Awareness
• 4.3. Factors Considered in Purchase Decisions
  • 4.3.1. Features and Other Value-Added Service
  • 4.3.2. Compatibility and Performance
  • 4.3.3. Efficiency of Solutions
  • 4.3.4. After-Sales Assistance
• 4.4. Consideration of Safety Regulations

5. Vietnam Electric Vehicle Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Component
    • 5.2.1.1. Battery
    • 5.2.1.2. Electric Motor
    • 5.2.1.3. Controller
    • 5.2.1.4. Power Inverter
    • 5.2.1.5. Others
  • 5.2.2. By Vehicle Type
    • 5.2.2.1. Passenger Vehicles
    • 5.2.2.2. Commercial Vehicles
  • 5.2.3. By Charging Type
    • 5.2.3.1. Trickle Charge
    • 5.2.3.2. AC Charge
    • 5.2.3.3. DC Charge
  • 5.2.4. By Propulsion
    • 5.2.4.1. Battery Electric Vehicles
    • 5.2.4.2. Hybrid Electric Vehicles
    • 5.2.4.3. Plug-in Hybrid Electric Vehicle
    • 5.2.4.4. Fuel Cell Electric Vehicle
  • 5.2.5. By Region
    • 5.2.5.1. North
    • 5.2.5.2. South
    • 5.2.5.3. Central
  • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Component
  • 5.3.2. BY Vehicle Type
  • 5.3.3. By Charging Type
  • 5.3.4. By Propulsion
  • 5.3.5. By Region

6. Demand Supply Analysis

7. Import and Export Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Pricing Analysis

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Case Studies

15. Competitive Landscape

• 15.1. Competition Matrix of Top 5 Market Leaders
• 15.2. SWOT Analysis for Top 5 Players
• 15.3. Key Players Landscape for Top 10 Market Players
  • 15.3.1. VinFast Auto Ltd.
    • 15.3.1.1. Company Details
    • 15.3.1.2. Key Management Personnel
    • 15.3.1.3. Products and Services
    • 15.3.1.4. Financials (As Reported)
    • 15.3.1.5. Key Market Focus and Geographical Presence
    • 15.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 15.3.2. Mercedes-Benz Vietnam Ltd.
  • 15.3.3. Tesla Inc.
  • 15.3.4. Honda Vietnam Co., Ltd.
  • 15.3.5. Hyundai Motor Company
  • 15.3.6. Selex Smart Electric Vehicles Joint Stock Company
  • 15.3.7. Dat Bike Vietnam Company Limited
  • 15.3.8. Toyota Motor Corporation
  • 15.3.9. Nissan Motor Co., Ltd.
  • 15.3.10. AB Volvo

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

16. Strategic Recommendations

17. About Us and Disclaimer