고성능 트럭 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive high-performance trucks market size in 2026 is estimated at USD 188.47 billion, growing from 2025 value of USD 176.10 billion with 2031 projections showing USD 264.58 billion, growing at 7.02% CAGR over 2026-2031.

This report is Segmented by Truck Class (Light-Duty, Heavy-Duty, and More), Drive Type (Internal-Combustion Engine, Battery-Electric, and More), Power Output (Less Than 250 HP, 250 To 400 HP, and More), Application (Long-Haul Freight and More), Transmission (Manual and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Units).

Global Automotive High Performance Trucks Market Trends and Insights

Rapid Battery-Price Decline Enabling More Than 400 kWh Packs

Battery cost reductions accelerate electric truck adoption by enabling larger battery packs that meet long-haul performance requirements while achieving total cost of ownership parity with diesel alternatives. Battery prices have declined over 85% in the past decade, with current costs at USD 135 per kWh expected to reach USD 60 per kWh by 2025-2030, making electric freight trucks potentially 50% cheaper to own than diesel by 2030. The Department of Energy's 2025 Incremental Purchase Cost Report shows battery costs for commercial vehicles at USD 128-133 per kWh, down from USD 150 per kWh in 2022. This trajectory enables Class 8 electric trucks with 375-mile range to achieve 13% lower total cost of ownership than diesel trucks, with payback periods of approximately 3 years. Battery pack costs could decline by 64% to 75% by 2050, while energy density improvements support larger pack configurations without compromising payload capacity. The cost reduction cycle creates positive feedback loops where increased production scale drives further cost improvements, accelerating market adoption.

Rise in Long-Haul E-Commerce Freight Volumes

E-commerce logistics transformation drives sustained demand for high-performance trucks with increased freight density and delivery frequency requirements. The American Trucking Associations projects truck volumes will grow 1.60% in 2025, with total tonnage rising from 11.27 billion tons in 2024 to 13.99 billion tons by 2035, maintaining trucking's 76.80% market share. This growth pattern reflects structural shifts in supply chain architecture, where last-mile delivery consolidation centers require trucks with enhanced payload optimization and route flexibility. E-commerce's impact extends beyond volume increases to performance specifications, with logistics companies investing in electric and alternative fuel vehicles to reduce emissions while exploring more efficient routing strategies. The sector's evolution toward smaller, frequent shipments necessitates trucks with advanced telematics and real-time tracking capabilities, creating opportunities for OEMs to differentiate through connectivity features. Capacity constraints in traditional freight networks amplify demand for high-performance trucks that maximize utilization rates while meeting stricter environmental standards.

Megawatt-Charging Infrastructure Gaps

Infrastructure deployment lags behind vehicle availability, creating range anxiety and limiting electric truck adoption in long-haul applications where charging time and availability remain critical operational constraints. Current megawatt charging systems can deliver up to 3.75 MW of power, significantly exceeding the 350 kW limit of passenger vehicle charging systems. Yet, deployment remains concentrated in pilot projects across major freight corridors. WattEV's 25-megawatt electric truck stop in California represents early infrastructure development, while Daimler's USD 650 million investment in charging and hydrogen networks demonstrates the scale of required investment. The infrastructure challenge extends beyond charging stations to grid capacity and renewable energy integration, with California planning 160,000 heavy-duty chargers by 2035 to support truck electrification. Charging infrastructure gaps particularly affect rural and developing regions, where grid capacity limitations and investment economics create deployment barriers. Establishing common megawatt charging standards through industry collaboration aims to accelerate infrastructure rollout, but coordination challenges between utilities, OEMs, and fleet operators slow progress.

Other drivers and restraints analyzed in the detailed report include:

1. Fleet-Wide CO2 Caps in EU and China Phase-IV Norms
2. Infrastructure-Stimulus Boosting Vocational Truck Demand
3. Supply-Chain Crunch for Power-Electronics Grade SiC

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Heavy-duty trucks above 15 tons GVW command 49.93% market share in 2025 and maintain leadership with 6.82% CAGR through 2031, reflecting their critical role in long-haul freight and construction applications where payload capacity and durability requirements favor larger platforms. This segment's dominance stems from economic advantages in freight transportation, where larger trucks achieve better ton-mile efficiency and lower per-unit transport costs. Medium-duty trucks (3.5 to 15 tons GVW) serve regional distribution and urban delivery markets, experiencing growth driven by e-commerce logistics and last-mile delivery requirements. Light-duty trucks below 3.5 tons GVW address specialized applications including service vehicles and small-scale construction, though their market share remains limited by payload constraints.

The heavy-duty segment's evolution toward electrification faces unique challenges related to battery weight and charging infrastructure, with manufacturers developing specialized solutions including battery swapping and megawatt charging compatibility. Class 8 truck production reached approximately 330,168 units in 2024, driven by vocational demand linked to infrastructure investments, though inventory overhangs constrained growth. Regulatory pressures, including the EPA 2027 rules, create pre-buy opportunities for model years 2025 and 2026, with potential price increases of USD 20,000 to USD 30,000 driving fleet purchasing decisions. The segment's technological advancement focuses on integrated powertrain solutions that optimize performance across diverse operating conditions while meeting increasingly stringent emissions standards.

Internal combustion engines maintain 79.05% market share in 2025, reflecting established infrastructure and operational familiarity, while battery-electric systems lead growth projections at 8.28% CAGR through 2031 as cost parity approaches and charging infrastructure expands. The drive type transition reflects fundamental shifts in total cost of ownership calculations, where declining battery costs and rising fuel prices favor electric alternatives for specific applications. Hybrid systems (PHEV/HEV) serve as transitional technologies, offering reduced emissions without range limitations, which is particularly valuable for mixed-duty cycles. Fuel cell electric vehicles represent emerging alternatives for long-haul applications, with Hyundai's XCIENT fuel cell trucks achieving 10 million kilometers cumulative driving distance in Switzerland.

Battery-electric adoption accelerates in urban and regional applications where charging infrastructure availability and duty cycle predictability support operational requirements. The transition timeline varies by application, with urban delivery and drayage operations leading adoption while long-haul freight remains predominantly diesel-powered. Fuel cell technology gains traction for heavy-duty applications requiring long-range and fast refueling. PACCAR and Toyota expand their hydrogen fuel cell truck collaboration to include commercialization, with initial customer deliveries planned for 2024.

Complete Report Scope:

• By Truck Class
  • Light-Duty (Less Than 3.5 t GVW)
  • Medium-Duty (3.5 to 15 t GVW)
  • Heavy-Duty (More Than 15 t GVW)
• By Drive Type
  • Internal-Combustion Engine
  • Battery-Electric
  • Hybrid (PHEV / HEV)
  • Fuel-Cell Electric
• By Power Output
  • Less Than 250 HP
  • 250 to 400 HP
  • More Than 400 HP
• By Application
  • Long-Haul Freight
  • Construction and Mining
  • Refrigerated and Cold-chain
  • Emergency and Specialty Services
• By Transmission
  • Manual
  • Automatic
  • Automated-Manual (AMT)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • Egypt
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific accounted for 43.12% of 2025 revenue and is forecast to expand at 9.08% CAGR, keeping the automotive high-performance trucks market anchored in the region's manufacturing and export heft. China's heavy-truck exports jumped 58% year-on-year to 276,000 units in 2023, with state-owned and private OEMs leveraging low battery costs that already flirt with USD 100 /kWh. India, Indonesia, and Vietnam adopt similar platforms tailored to lower axle-load norms and mixed-fuel road maps. Japan and South Korea, meanwhile, specialize in premium low-emission technologies, supplying fuel-cell stacks and advanced ADAS software to regional assemblies.

North America maintains robust freight demand supported by a 330,168-unit Class 8 built in 2024, even amid inventory overhangs. EPA Phase 3 rules prompt pre-buy waves for 2025-26 models, while federal infrastructure grants underpin steady vocational-truck backlogs. Hydrogen pilots in Canada and cross-border logistics with Mexico ensure diverse technology trials, from battery-electric drayage tractors in California ports to fuel-cell long-haul lanes in British Columbia.

Europe's landscape is defined by a 43% CO2-reduction mandate for 2030 and a 90% cut by 2040. These targets accelerate fleet turnover and incentivize both battery-electric and hydrogen fuel-cell solutions. Joint ventures among legacy OEMs streamline software platforms and networked safety systems, while governments pledge charging corridors to bridge interstate gaps. Economic headwinds and energy-price volatility remain challenges, but regulatory certainty anchors OEM investment decisions, keeping the automotive high-performance trucks market resilient across the continent.

1. Ford Motor Company
2. General Motors Company
3. Daimler Truck Holding AG
4. Paccar Inc
5. AB Volvo
6. Toyota Motor Corporation
7. Volkswagen AG (Traton and Scania)
8. Tata Motors Ltd
9. CNH Industrial NV
10. Hyundai Motor Company
11. BYD Auto Co.
12. Isuzu Motors Ltd
13. Navistar International
14. Nikola Corporation
15. Tesla Inc.
16. Hino Motors Ltd
17. FAW Jiefang Automotive
18. Anhui JAC Auto
19. Sinotruk Group
20. Caterpillar Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid battery-price decline enabling more than 400 kWh packs
  • 4.2.2 Rise in long-haul e-commerce freight volumes
  • 4.2.3 Fleet-wide CO2 caps in EU and China Phase-IV norms
  • 4.2.4 Infrastructure-stimulus boosting vocational truck demand
  • 4.2.5 Data-driven predictive maintenance lowering TCO
  • 4.2.6 OEM direct-to-fleet subscription models
• 4.3 Market Restraints
  • 4.3.1 Megawatt-charging infrastructure gaps
  • 4.3.2 Supply-chain crunch for power-electronics grade SiC
  • 4.3.3 Class-8 driver shortage curbing utilisation
  • 4.3.4 High insurance premiums for more than 500 hp pickups
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts (Value (USD) and Volume (Units))

• 5.1 By Truck Class
  • 5.1.1 Light-Duty (Less Than 3.5 t GVW)
  • 5.1.2 Medium-Duty (3.5 to 15 t GVW)
  • 5.1.3 Heavy-Duty (More Than 15 t GVW)
• 5.2 By Drive Type
  • 5.2.1 Internal-Combustion Engine
  • 5.2.2 Battery-Electric
  • 5.2.3 Hybrid (PHEV / HEV)
  • 5.2.4 Fuel-Cell Electric
• 5.3 By Power Output
  • 5.3.1 Less Than 250 HP
  • 5.3.2 250 to 400 HP
  • 5.3.3 More Than 400 HP
• 5.4 By Application
  • 5.4.1 Long-Haul Freight
  • 5.4.2 Construction and Mining
  • 5.4.3 Refrigerated and Cold-chain
  • 5.4.4 Emergency and Specialty Services
• 5.5 By Transmission
  • 5.5.1 Manual
  • 5.5.2 Automatic
  • 5.5.3 Automated-Manual (AMT)
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Russia
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 India
    • 5.6.4.3 Japan
    • 5.6.4.4 South Korea
    • 5.6.4.5 Australia
    • 5.6.4.6 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Egypt
    • 5.6.5.4 South Africa
    • 5.6.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Ford Motor Company
  • 6.4.2 General Motors Company
  • 6.4.3 Daimler Truck Holding AG
  • 6.4.4 Paccar Inc
  • 6.4.5 AB Volvo
  • 6.4.6 Toyota Motor Corporation
  • 6.4.7 Volkswagen AG (Traton and Scania)
  • 6.4.8 Tata Motors Ltd
  • 6.4.9 CNH Industrial NV
  • 6.4.10 Hyundai Motor Company
  • 6.4.11 BYD Auto Co.
  • 6.4.12 Isuzu Motors Ltd
  • 6.4.13 Navistar International
  • 6.4.14 Nikola Corporation
  • 6.4.15 Tesla Inc.
  • 6.4.16 Hino Motors Ltd
  • 6.4.17 FAW Jiefang Automotive
  • 6.4.18 Anhui JAC Auto
  • 6.4.19 Sinotruk Group
  • 6.4.20 Caterpillar Inc.

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment