세계 소형 상용차 및 중대형 트럭 시장의 성장 기회(2026년)

Geopolitics, trade wars, and past semiconductor shocks have turned global, cost?optimized supply chains into a structural risk, pushing OEMs and Tier Is toward regional hubs, near?shoring, and local?for?local manufacturing to build resilience rather than pure cost efficiency. Europe and the ASEAN region have been the worst hit due to the conflict in the Middle East, given their major dependence on imported oil and gas, which has drastically affected supply and prices.

Governments are combining CO2 standards, zero?emission truck mandates, low?emission zones, and purchase incentives to accelerate fleet transition, while eCommerce and urban delivery growth make LCVs and M&HD trucks the spearhead for electrification and alternative fuels in cities. Rising oil and gas prices could prove to be a shot in the arm for EVs, which were largely subdued in the past few months, providing an alternative to diesel and gasoline and becoming more attractive to fleets and customers from a TCO standpoint.

The commercial aperture is widening beyond OEM subscriptions. EU Data Act guidance and the Commission’s planned vehicle data legislation point to new service models for leasing, insurance, repair, charging, and fleet software companies, all built around access to vehicle-generated data such as fuel use, tire wear, diagnostics, and driving behavior. A significant shift in trucking is underway as OEMs and suppliers leverage each other's strengths to transform trucks from being viewed just as a product into a complete freight-hauling solution, using modular platforms, enhanced software integration, and connectivity features.

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8TM
• The Impact of the Top 3 Strategic Imperatives on the Light Commercial Vehicle and Medium and Heavy-Duty Truck Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• 2025-A Recap
• Impact of US/Israel–Iran Conflict on CV Growth
• LCV Market
• MD&HD Truck Market
• Top 5 Predictions for 2026

Ecosystem

• Analysis Highlights
• Market Segmentation

Global Economic Outlook, 2026

• Global Economic Transformations for 2026
• Global GDP Growth Annual Snapshot
• Global GDP Growth Quarterly Snapshot
• Global GDP Growth
• Visioning Scenarios: 2026 Global Macro Conditions

Growth Generator: LCV Market Outlook

• Market Forecast
• Market Forecast by Region and Vehicle Category
• LCV OEM Sales Performance
• Powertrain Technology Forecast
• Key OEMs’ Anticipated eLCV Launches

Growth Generator: MD&HD Truck Market Outlook

• Market Forecast
• Market Forecast by Region and Category
• MD&HD Truck OEM Sales Performance
• Powertrain Technology Forecast
• Key OEMs’ Anticipated eMD&HD Truck Launches

Growth Generator: North America

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Generator: Europe

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Generator: China

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Generator: India

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Generator: LATAM

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Generator: ASEAN

• Market Outlook
• LCV Market
• MD&HD Truck Market
• OEM Powertrain Technology Platforms

Growth Opportunity Universe

• Growth Opportunity 1: Realigning Supply Chains to Open New Opportunities
• Growth Opportunity 2: Boost the Adoption of Alternative Power Sources
• Growth Opportunity 3: Soft Technology Advancement Creating Wider Opportunities

Conclusions and Future Outlook

• Conclusions and Future Outlook

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer