商用車部品のインド市場の評価：車両タイプ別、部品タイプ別、販売チャネル別、地域別、機会、予測（2018年度～2032年度）

インドの商用車部品の市場規模は、2024年度の209億5,000万米ドルから2032年度に310億2,000万米ドルに達すると予測され、2025年度～2032年度の予測期間にCAGRで5.17％の成長が見込まれます。市場は近年著しい成長を示しており、自動車需要の大幅な増加、技術の急速なアップグレードと進歩、道路と車両の安全性に関する政府の厳しい規制、自動運転車とコネクテッドビークル技術の登場により、今後数年間も拡大を維持すると予測されます。

商用自動運転車は、環境と相互作用し、リアルタイムの情報を提供する先進のセンサーにかなり依存しており、高性能で信頼性の高い部品の要求が急増しています。さらに、先進の商用自動運転車は電気自動車であるため、エネルギー効率に重要な電気モーター、バッテリー、パワーエレクトロニクスを含む電気パワートレイン部品の要求が高まり、予測期間における市場の成長を後押ししています。さらに、コネクテッド商用車には、フリート管理、リアルタイムデータ交換、遠隔診断に用いる堅牢な通信システムが必要であり、中断のない接続性と全体的な運転体験の向上を確保するテレマティクスユニット、アンテナ、ネットワーク部品への需要を促進しています。

インド政府は、車両と交通の安全性を高め、ネットゼロ炭素排出目標を達成するためにさまざまな政策を策定しており、市場企業にさまざまな市場成長の機会をもたらしています。例えば2024年1月、インド政府は自動車と自動車部品に対するProduction Linked Incentive Schemeの期間を1年延長すると発表しました。各社は、自動ブレーキシステムや衝突回避技術などのさまざまな安全システムを商用車に組み込んでおり、エンドユーザーの安全に対する懸念や、利便性と快適性に対する消費者の期待の高まりに対応しています。また、規制基準を満たす部品への需要の高まりに対応するため、市場の企業はインドに製造、倉庫などのさまざまなタイプの施設を設立しています。

例えば2024年4月、Tata Motors Limitedは、北東部におけるTata純正スペア部品のシームレスな供給を確保するため、グワハティに新たな商用車スペア部品倉庫を開設すると発表しました。この施設は、重力式スパイラルコンベアーや垂直往復コンベアーのような、さまざまな要件を満たすように設計された革新的な保管システムを特徴としています。さらに、中型車や大型車の車体部品専用のエリアもあり、スムーズな運用が可能です。

当レポートでは、インドの商用車部品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
• ブランド認知度
• 購入決定において考慮される要素
  • 機能とその他の付加価値サービス
  • 強度と互換性
  • ソリューションの効率
  • アフターサポート
• プライバシーと規制の考慮

第5章 インドの商用車部品市場の見通し（2018年度～2032年度）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェアの分析と予測
  • 車両タイプ別
  • 部品タイプ別
  • 販売チャネル別
  • 地域別
  • 市場シェア分析：企業別（金額）（上位5社とその他 - 2024年度）
• 市場マップ分析（2024年度）
  • 車両タイプ別
  • 部品タイプ別
  • 販売チャネル別
  • 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
  • Bosch Limited
  • Mahindra & Mahindra Limited
  • Tata AutoComp Systems Limited
  • JBM Group
  • Schaeffler Group
  • Endurance Technologies Limited
  • ASHOK LEYLAND
  • Exide Industries Ltd
  • Apollo Tyres Ltd.

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. India Commercial Vehicle Component Market, By Value, In USD Billion, FY2018-FY2032F
• Figure 2. India Commercial Vehicle Component Market, By Volume, In Units, FY2018-FY2032F
• Figure 3. India Commercial Vehicle Component Market Share (%), By Vehicle Type, FY2018-FY2032F
• Figure 4. India Commercial Vehicle Component Market Share (%), By Component Type, FY2018-FY2032F
• Figure 5. India Commercial Vehicle Component Market Share (%), By Sales Channel, FY2018-FY2032F
• Figure 6. India Commercial Vehicle Component Market Share (%), By Region, FY2018-FY2032F
• Figure 7. By Vehicle Type Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 8. By Component Type Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 9. By Sales Channel Map-Market Size (USD Billion) & Growth Rate (%), FY2024
• Figure 10. By Region Map-Market Size (USD Billion) & Growth Rate (%), FY2024

India commercial vehicle components market is projected to witness a CAGR of 5.17% during the forecast period FY2025-FY2032, growing from USD 20.95 billion in FY2024 to USD 31.02 billion in FY2032. The market has experienced significant growth in recent years and is expected to maintain an expansion in the coming years owing to a significant rise in demand for automobiles, rapid upgradations, and advancements in technology, stringent government regulations concerning road and vehicle safety, and the advent of autonomous vehicles and connected vehicle technology.

Commercial autonomous vehicles considerably depend on advanced sensors to interact with the environment and offer real-time information, surging the requirement for high-performance and reliable components. In addition, advanced commercial autonomous vehicles are electric, fostering the requirement for electric powertrain components, including electric motors, batteries, and power electronics, which are important for energy efficiency, propelling the growth of India commercial vehicle components market in the forecast period. Furthermore, connected commercial vehicles require robust communication systems for fleet management, real-time data exchange, and remote diagnostics, driving the requirement for telematics units, antennas, and networking components to ensure uninterrupted connectivity and overall better driving experience.

The Indian government frames different policies and regulations to enhance vehicle and road safety and accomplish net zero carbon emission objectives, creating different market growth opportunities for the market players. For instance, in January 2024, the Government of India announced an expansion of the Production Linked Incentive Scheme tenure for automobile and auto components by one year to provide greater clarity and support to the segment, promoting growth and competitiveness. Companies are integrating different safety systems, including automatic braking systems, collision avoidance technologies, and others, in commercial vehicles, to address the safety concerns among end-users and growing consumer expectations for convenience and comfort. Also, companies in the market establish different types of facilities, including manufacturing, warehouses, and others in India, to address the growing demand for components that meet regulatory standards.

For instance, in April 2024, Tata Motors Limited announced the inauguration of a new commercial vehicle spare parts warehouse in Guwahati to ensure seamless availability of Tata Genuine spare parts in the Northeast. The facility features innovative storage systems designed to meet various requirements, such as gravity spiral and vertical reciprocating conveyors. Moreover, it includes a specific area dedicated to the handling of medium and heavy vehicle body parts, facilitating smooth operations.

Shift Towards Electric Vehicles to Drive India Commercial Vehicle Component Market Demand

The transition towards electric vehicles is considerably propelling India commercial vehicle component market owing to government policies for sustainable transportation, rising demand for electric commercial vehicles, and a growing emphasis on sustainability among end-users. Automakers in India are significantly investing in components, including, electric powertrains, and regenerative braking technology, to enhance battery effectiveness and reduce the cost of electric commercial vehicles, driving the growth of India commercial vehicle component market in the forecast period. In addition, the Indian government is framing different policies to enhance the efficiency and performance of components, which will further help reduce carbon emissions. The government advises logistics companies to adopt electric commercial vehicles for operations, accelerating the opportunities for component suppliers to diversify their product offerings. Therefore, automakers are introducing electric commercial vehicles for different industries including construction, logistics, and other features with high-performance and lightweight components to address the safety requirements. Furthermore, companies in the market are increasing their investment to advance their effectiveness and expand their product portfolio.

For instance, in May 2024, Matel Motion and Energy Solutions Pvt Ltd, a maker of components, including motor control units and power trains for electric vehicles, secured an investment of USD 4 million in Series A funding from Transition Venture Capital to boost production, research and development, and portfolio expansion.

Digitalization and Smart Technologies Propel India Commercial Vehicle Component Market Growth

The rapid advancement of digitalization and smart technologies is significantly propelling the growth of India commercial vehicle component market during the forecast period, owing to an increase in the integration of sophisticated technologies in vehicles, growing demand for connected vehicles, and a rise in disposable income. The increasing connectivity of vehicles through telematics systems enables real-time data analytics and collection, improving fleet management and operation effectiveness. Fleet operators can monitor vehicle performance, manage maintenance schedules, and optimize routes more efficiently. This requirement for telematics is propelling the demand for commercial vehicle components, including sensors, GPS units, and data analytics software, to support these functionalities. Companies in the market are efficiently integrating different smart technologies and digitalization in commercial vehicles, leading to significant demand for automotive components.

For instance, in August 2024, PIONEER CORPORATION announced the launch of a new smart dashcam portfolio to bring enhanced commercial vehicle safety and security to India. This launch is armed with advanced features, including enhanced parking monitoring, ADAS alerts, and AI night vision.

Light Commercial Vehicles to Drive India Commercial Vehicle Component Market Growth

The growth of the light commercial vehicle component market is attributable to an increase in the production of light commercial vehicles, an increase in demand for LCVs from small businesses, and significant suitability for a variety of commercial applications. India light commercial vehicle component market growth is projected to be driven by stringent government regulations on net zero carbon emissions, advancement in lightweight components, and a shift towards sustainable transportation solutions. A significant trend in the light commercial vehicle segment is the incorporation of autonomous driving technologies. As automation progresses, manufacturers are investigating the possibilities of implementing self-driving capabilities in light trucks. This shift aims to enhance safety, improve efficiency, and lower labor costs for fleet operators, which further lead to the growth of India commercial vehicle component market in the forecast period. Companies in the market are launching light commercial vehicles featuring powertrains, infotainment systems, and others to facilitate easier navigation in city traffic.

For instance, in September 2024, Mahindra & Mahindra Limited announced the launch of its new light commercial vehicle, the Mahindra Veero features multiple powertrain options to strengthen its presence in the under 3.5 tons segment.

Southern Region to Dominate India Commercial Vehicle Component Market Share

The southern region holds the largest market share of India commercial vehicle market owing to the presence of manufacturers, increase in disposable income, rapid urbanization, and growing demand for vehicle customization. The southern region dominates the market growth owing to robust economic development, a significant rise in construction and industrial activity, and extensive logistics networks. Tamil Nadu, Kerala are manufacturing hubs, propelling the commercial vehicle demand, including vans, buses, and trucks, which are projected to drive the growth of India commercial vehicle component market in the forecast period. In addition, in the southern region, logistics companies and e-commerce platforms are significant, driving the requirement for commercial vehicles, and leading the market growth for commercial vehicle components in India. In addition, companies are announcing the establishment of manufacturing facilities for automotive components to address the growing demand for high-performance and advanced components.

For instance, in February 2024, ZF's Commercial Vehicle Solutions (CVS) (ZF India Private Ltd) opened a new state-of-the-art plant in Oragadam, Tamil Nadu, India. The Oragadam facility, ZF's 19th plant in India and 10th in the Tamil Nadu region, will focus on producing electric components, including air compressors for light and medium-duty commercial vehicles, to serve both the Indian and Asian markets. Spanning over 7,000 square meters, the plant will eventually grow to 15,300 square meters in a second phase of development.

Future Market Scenario (FY2025 - FY2032F)

Rising demand for freight transports and expanding logistics segments coupled with improving economic productivity nationwide are projected to drive the India commercial vehicle component market.

The government initiatives, including National Logistics policy, and increasing infrastructure investments have significantly fostered the commercial vehicle segment, attracting domestic and foreign investments into the component market.

The rising preference towards electric and alternative fuel vehicles is reshaping the commercial vehicle component market, encouraging innovation and development of eco-friendly technologies among manufacturers in India.

With rapid urbanization and e-commerce growth, there is a growing need for efficient transportation solutions, propelling requirement for advanced components in the commercial vehicle market across India.

Key Players Landscape and Outlook

Key companies in India commercial vehicle market are expanding their product portfolios and investing in research and development, forging partnerships, and adopting advanced technologies to expand market presence. Companies in the market are adopting sustainable manufacturing practices to accomplish net carbon emissions and diversify their portfolio in electric automotive components. Additionally, collaborations with international firms improve their innovation capabilities, while energy-efficient supply chain management ensures production and distribution network, contributing to strengthening their competitiveness in the India commercial vehicle component market.

In February 2024, Mahindra & Mahindra Ltd. announced a collaboration with Volkswagen AG to supply components and strengthen its e-mobility market presence in the India automotive market, coupled with fostering electrification across the region.

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. Brand Awareness
• 4.3. Factors Considered in Purchase Decisions
  • 4.3.1. Features and Other Value-added Service
  • 4.3.2. Strength and Compatibility
  • 4.3.3. Efficiency of Solutions
  • 4.3.4. After-Sales Support
• 4.4. Consideration of Privacy and Regulations

5. India Commercial Vehicle Component Market Outlook, FY2018-FY2032

• 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 Vehicle Type
    • 5.2.1.1. Light Commercial Vehicles
    • 5.2.1.2. Medium Commercial Vehicles
    • 5.2.1.3. Heavy Commercial Vehicles
  • 5.2.2. By Component Type
    • 5.2.2.1. Powertrain Components
    • 5.2.2.2. Chassis Components
    • 5.2.2.3. Braking Systems
    • 5.2.2.4. Electrical Systems
    • 5.2.2.5. Body Components
    • 5.2.2.6. Safety Systems
    • 5.2.2.7. Telematics and Connectivity Components
    • 5.2.2.8. Others
  • 5.2.3. By Sales Channel
    • 5.2.3.1. Original Equipment Manufacturer
    • 5.2.3.2. Aftermarket
  • 5.2.4. By Region
    • 5.2.4.1. North
    • 5.2.4.2. South
    • 5.2.4.3. East
    • 5.2.4.4. West and Central
  • 5.2.5. By Company Market Share Analysis (Top 5 Companies and Others - By Value, FY2024)
• 5.3. Market Map Analysis, FY2024
  • 5.3.1. By Vehicle Type
  • 5.3.2. By Component Type
  • 5.3.3. By Sales Channel
  • 5.3.4. 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. Bosch Limited
    • 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. Mahindra & Mahindra Limited
  • 15.3.3. Tata AutoComp Systems Limited
  • 15.3.4. JBM Group
  • 15.3.5. Schaeffler Group
  • 15.3.6. Endurance Technologies Limited
  • 15.3.7. ASHOK LEYLAND
  • 15.3.8. Exide Industries Ltd
  • 15.3.9. Apollo Tyres Ltd.

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