2024 年全球非公路設備產業展望

專注於設備服務和維護，透過數位解決方案創造成長機會

在本次分析中，Frost & Sullivan 涵蓋非公路設備產業，重點在於農業、建築和採礦應用。涵蓋地區包括美國、歐洲（歐盟和英國）、亞洲（中國和印度）、澳洲、拉丁美洲和世界其他地區。研究期間為2023-2024年，其中2023年為基準年，2024年為預測年。

據我們分析，今年產業面臨諸多挑戰。在疫情後的復甦過程中，持續不斷的俄羅斯-烏克蘭戰爭和以色列-哈馬斯戰爭正在嚴重影響供應鏈。在克服了美國和歐洲等關鍵地區的供應鏈問題後，OEM已經清理了訂單。然而，利率恢復的延遲和通貨膨脹給關鍵客戶群購買設備帶來了不確定性和猶豫。

OEM、經銷商、維護和服務供應商正在更新他們的策略，以適應客戶的短期思維。在供應方面，OEM、經銷商和供應商正在進行近岸製造以穩定供應鏈。在需求方面，B2B 和 B2C 客戶群正在透過再製造零件來延長設備的使用壽命，並透過改裝來更新功能。 Frost & Sullivan 預計這將增加相關人員對該技術的興趣，並推動針對設備閘道的增強。

中國、歐洲和中東的區域挑戰正在推動OEM和供應商進一步拓展北美和拉丁美洲市場。此外，對業務和解決方案數位化的需求不斷成長，正在推動新一波Start-Ups提供客製化服務。 OEM和Start-Ups之間的策略協同效應將支持數位科技領域的擴張。自動化因其門檻低、投資收益率高而成為非公路設備產業重點關注的領域。

政府激勵措施和官民合作關係將使OEM能夠專注於擴大其電池製造地。垂直整合擴大了產品系列，並為最終客戶提供一站式解決方案。 Frost & Sullivan 期待建立策略合作夥伴關係，提供低成本自主解決方案和自動化，以解決客戶在該領域的猶豫。

該分析詳細介紹了過去幾年的相關行業趨勢，包括趨勢、著名參與企業、合作夥伴亮點、按地區和應用分類的銷售和收益預測，以及您可以考慮增加收益的機會，透過討論向相關人員提供見解。

目錄

成長環境

• 非公路設備產業，2023 年 - 預測與實際
• 主要發現 - 2024 年 5 大預測
• 非公路設備產業（按地區）
• 按收益分類的區域分析
• 2023 年的重大收購
• 主要OEM/供應商合作夥伴

策略要務

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對非公路設備產業的影響
• 成長機會推動Growth Pipeline Engine（TM）

2024 年世界經濟展望

• 2024 年十大趨勢
• 2024 年十大成長機會
• 世界GDP成長率－從2023年的3.0%降至2024年的2.6%，主要經濟體失去成長動力，世界經濟成長逐漸放緩。
• 通膨與利率－消費者物價指數持續下降，2024年下半年已開發國家轉向降息
• 貨幣趨勢 - 美元將在 2024 年上半年保持強勢，新興市場中轉將從 2024 年第三季開始上漲
• 石油業-OPEC+第一季將減產，非OPEC將增產
• 勞動市場 - 失業率溫和上升以及對市場情緒的積極預期支持保障勞動力
• 關鍵礦產供應－經濟彈性的需要加強了跨國和跨產業合作
• 北美 - 由於可自由支配支出下降和利率上升，經濟放緩
• 西歐－通膨逆風逐漸緩解，成長溫和復甦
• 中東—經濟多元化帶來的非石油成長抵消了全球石油市場放緩帶來的反彈
• 亞洲－新興經濟體驅動成長動力，財政措施支持中國經濟復甦
• 2024 年國家名單

調查範圍和細分

• 調查範圍
• 非公路設備的分類

趨勢

• 主要趨勢
• 趨勢 1 – OEM自主解決方案
• 趨勢2－自主改裝
• 趨勢3－農業和建設業的移動機器人
• 趨勢 4 – 車隊管理與維護
• 趨勢 5 - 「始終在線」連接推動衛星物聯網
• 趨勢六—混合動力傳動系統
• 趨勢7——電動取力器
• 各地區趨勢的影響

產業分析

• 銷量（按地區）
• 收益預測（按細分市場）
• 按地區分類的運作數量

分析：按地區 - 美洲

• 美國
• 供應商分析 - 北美
• 拉丁美洲
• 供應商分析 - 拉丁美洲

分析：按地區 - 歐洲

• 歐洲
• 供應商分析 - 歐洲

分析：按地區 - 亞太地區

• 中國
• 印度
• 農業曳引機供應商分析 - 印度
• 澳洲
• 供應商分析 - 亞太地區和世界其他地區

成長機會宇宙

• 成長機會 1 - 推廣連網型解決方案並確保因銷售收縮而導致的設備可用性
• 成長機會2 -改裝普及：連網型、電氣、半自動化
• 成長機會 3 – 農業和建築領域的設備和流程自動化

結論

下一步

Higher Focus on Equipment Services and Maintenance through Digital Solutions Enables Growth Opportunities

In this analysis, Frost & Sullivan covers the off-highway equipment industry, focusing on agriculture, construction, and mining applications. The geographic scope is global, including the United States, Europe (the European Union and the United Kingdom), Asia (China and India), Australia, Latin America, and the Rest of the World. The study period is 2023-2024, with 2023 as the base year and 2024 as the forecast year.

Our analysis shows that the industry faces many challenges this year. Occurring amid a post-pandemic rebound, the ongoing Russo-Ukrainian and Israel-Hamas wars have severely impacted supply chains. After overcoming supply chain issues in major regions such as the United States and Europe, original equipment manufacturers (OEMs) have fulfilled order backlogs. However, the lag in interest rate recovery and inflation is causing uncertainty and hesitance in equipment purchasing for major customer groups.

OEMs, dealerships, maintenance, and service providers are updating strategies to accommodate customers' short-term mindset. On the supply side, OEMs, dealers, and suppliers are nearshoring manufacturing to stabilize the supply chain. On the demand side, business-to-business and business-to-consumer customer groups are extending equipment life through remanufactured components and updating functions through retrofits. Frost & Sullivan expects this to increase technology focus among stakeholders, targeting equipment gateways to enhance their functions.

Regional challenges in China, Europe, and the Middle East have caused OEMs and suppliers to expand further into the North and Latin American markets. In addition, the increasing demand to digitize operations and solutions has allowed a new wave of start-ups to provide customized offerings. Strategic synergies between OEMs and start-ups will support their expansion into digital technology spaces. Due to minimal barriers and high return on investments, automation will be a focus area in the off-highway equipment industry.

Government incentives and public-private partnerships will allow OEMs to focus on expanding their battery manufacturing footprint. Vertical integration will broaden the product portfolio and enable one-stop solutions for end customers. Frost & Sullivan anticipates strategic partnerships to offer low-cost autonomous solutions and automation to alleviate customer hesitance in this space.

This analysis offers stakeholders insights by detailing relevant industry developments in the last few years; highlighting trends, notable participants, and partnerships; providing unit sales and revenue forecasts by region and application; and discussing opportunities they can explore to generate revenue.

Table of Contents

Growth Environment

• The 2023 Off-highway Equipment Industry-Forecast vs. Actual
• Key Findings-Top 5 Predictions for 2024
• Off-highway Equipment Industry by Region
• Regional Analysis by Revenue
• Notable Acquisitions in 2023
• Key OEM/Supplier Partnerships

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

2024 Global Economic Outlook

• Top 10 Trends for 2024
• Top 10 Growth Opportunities for 2024
• Global GDP Growth-Mild Global Growth Slowdown from 3% in 2023 to 2.6% in 2024 as Key Economies Lose Growth Momentum
• Inflation and Interest Rates-Headline Inflation to Continue Declining; H2 2024 Shift Toward Rate Cuts for Advanced Economies
• Currency Trajectory-Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Receive Boost from Q3 2024 Onwards
• Oil Industry-Q1 OPEC+ Oil Production Cuts; Non-OPEC Production to Increase
• Labor Market-Moderate Unemployment Uptick; Positive Expectations Regarding Market Sentiment to Support Labor Hoarding
• Critical Mineral Supplies-Need for Economic Resiliency Will Bolster Cross-border and Cross-industry Partnerships
• North America-Economic Slowdown amid Discretionary Spending Pullback and Elevated Interest Rates
• Western Europe-Moderate Growth Pick-up as Inflation Headwinds Gradually Ease; Rebuilding Fiscal Buffers to Take Precedence
• The Middle East-Non-oil Growth Driven by Economic Diversification to Limit the Pullback Caused by a Slowdown in Global Oil Markets
• Asia-Emerging Economies to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery
• List of Countries, 2024

Research Scope and Segmentation

• Research Scope
• Off-highway Equipment Classification

Trends

• Top Trends
• Trend 1-OEM Autonomous Solutions
• Trend 2-Autonomous Retrofits
• Trend 3-Mobile Robots for Agriculture and Construction
• Trend 4-Fleet Management and Maintenance
• Trend 5-'Always-on' Connectivity Drives Satellite IoT
• Trend 6-Hybrid Powertrains
• Trend 7-Electric PTO
• Impact of Trends by Region

Industry Analysis

• Unit Sales by Region
• Revenue Forecast by Segment
• Equipment in Operation by Region

Analysis by Region - The Americas

• United States
• Vendor Analysis-North America
• Latin America
• Vendor Analysis-Latin America

Analysis by Region-Europe

• Europe
• Vendor Analysis-Europe

Analysis by Region-Asia-Pacific

• China
• India
• Agricultural Tractor Vendor Analysis-India
• Australia
• Vendor Analysis-Asia-Pacific and the Rest of the World

Growth Opportunity Universe

• Growth Opportunity 1-Sales Contraction to Push Connected Solutions, Ensuring Equipment Availability
• Growth Opportunity 2-The Uptake of Retrofitting: Connected, Electric, and Partial Automation
• Growth Opportunity 3-Equipment and Process Automation in Agriculture and Construction

Conclusions

• Conclusions

Next Steps

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