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市場調查報告書
商品編碼
1536938
連網型卡車：市場佔有率分析、行業趨勢和統計、成長預測（2024-2029）Connected Truck - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029) |
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連網型卡車市場規模預計到 2024 年為 293.4 億美元，預計到 2029 年將達到 624.9 億美元，在預測期內（2024-2029 年）複合年成長率為 16.33%。
由於先進技術快速融入運輸和物流領域，連網型卡車市場正經歷強勁成長。該市場的特點是商用車中對遠端資訊處理解決方案、物聯網連接和資料分析應用程式的需求激增。主要促進因素包括需要更有效率的車隊管理、提高安全性以及遵守更嚴格的排放氣體和監管標準。
電子商務的興起和工業化的不斷發展正在推動商用車即時追蹤、遠距離診斷和預測性維護的需求。車隊營運商擴大採用連網型卡車技術來最佳化路線、監控駕駛員行為、最大限度地減少停機時間並提高整體業務效率。透過連網型卡車技術，車隊營運商希望最佳化燃料、維護和司機薪資等因素，這些因素佔總擁有成本的 60% 以上。預計未來五年內，全球將有超過 3,500 萬輛卡車實現連網型。
此外，在其已建立的基礎設施和法規結構的推動下，北美和歐洲主導了連網型卡車市場。然而，由於新興經濟體擴大採用連網型解決方案，亞太地區正在成為一個潛在市場。市場格局競爭激烈，主要企業專注於策略聯盟、合作夥伴關係和產品創新，以獲得競爭優勢。例如
2023年5月，戴姆勒卡車、MFTBC、日野汽車和豐田將透過開發CASE技術（連網型/自動駕駛/自動駕駛/共享/電動）並在全球加強其商用車業務來實現碳中和。為實現這些目標並實現繁榮的移動社會而合作。 MFTBC 和日野將創造協同效應，增強日本卡車製造商的競爭力。
儘管成長前景廣闊，但資料安全問題、互通性問題和初始實施成本等挑戰對市場擴張構成了潛在障礙。然而，持續的技術進步和政府推動智慧交通的有利舉措預計將保持連網型卡車市場的積極發展軌跡。
連網型卡車市場趨勢
商用車市場遠端資訊處理的使用增加推動連網型卡車市場
遠端資訊處理在開發高效供應鏈物流和車隊管理的獨特解決方案方面發揮關鍵作用。遠端資訊處理提供即時可見性和資料，以最佳化程序和流程、保持產品完整性、最佳化保存期限並降低整個供應鏈的損失和保險風險。
遠端資訊處理正在成為商業物流和供應鏈中的關鍵要素，以解決安全、監管合規、駕駛員監控、保險和基礎設施方面的關鍵問題。
遠端資訊處理解決方案整合了即時交通資訊、智慧路線和追蹤、發生事故或故障時的快速道路救援系統、自動付款和保險遠端資訊處理等功能。因此，最佳化車輛營運指標至關重要，例如降低燃油成本、最佳化資源和即時連接。
電子商務行業的成長和網路購物活動的增加也極大地促進了連網型卡車需求的成長。 2022年，全球零售電商銷售額突破6兆美元，年增率達11.16%。光是在亞洲國家，2022 年線上零售總額就將接近 1.7 兆美元。
此外，大多數電子商務公司都經營自己的物流業務，並訂購具有整合遠端資訊處理控制單元的大型連網型卡車車隊。配備遠端資訊處理控制單元的卡車可以遠端監控卡車的安全性、車輛性能、燃油效率、駕駛員行為和預測性維護。例如
亞馬遜於 2022 年 10 月宣布，將在未來五年內在歐洲投資 10 億歐元用於電動貨車、卡車和低排放氣體包裝中心。這些車輛還將配備遠端資訊處理等下一代連網型技術。該公司的目標是將其電動和連網型貨車持有從 3,000 輛增加到 10,000 輛。該公司還計劃在歐洲部署 1,500 輛重型電動卡車，用於中距離運輸。
此外，該公司還花費大量資金來推進遠端資訊處理技術並將遠端資訊處理設備整合到商用車輛中。例如
戴姆勒卡車北美公司於2022 年10 月宣佈建立新的合作夥伴關係，Lytx Inc. 宣布推出新的遠端資訊處理和攝影機解決方案，該解決方案將在工廠安裝在我在北美銷售的部分Western Star和Freightliner 車型上。
基於上述所有因素，遠端資訊處理的使用增加和電子商務公司的大規模車輛訂單預計將在預測期內推動連網型卡車市場的成長。
北美和歐洲將在連網型卡車市場成長中發揮關鍵作用
從地區來看，歐洲和北美佔據了連網型卡車市場的主要佔有率。這兩個地區強大的交通基礎設施為將連網型技術融入卡車運輸業務提供了堅實的基礎。此外，完善的道路網路和通訊系統有助於在商用車中無縫實施遠端資訊處理解決方案、即時追蹤和資料驅動分析。
此外，北美和歐洲嚴格的法規環境在推動連網型卡車解決方案的採用方面發揮關鍵作用。有關安全、排放氣體和燃油效率標準的法規正在推動對能夠實現即時監控和合規性的先進技術的需求。例如，北美ACF（高級清潔車隊）法規規定，自2024年1月1日起，卡車必須在CARB（加州空氣資源委員會）線上系統註冊，才能在加州進行拖曳業務。
產業合作也是這些地區優勢發揮的關鍵因素。領先的卡車製造商、技術提供商和車隊管理公司已建立戰略合作夥伴關係，以加速連網型卡車解決方案的開發和部署。北美的主要電訊公司正在與領先的連網型公司合作，以擴大其產品系列。例如
2022 年 10 月，連網型卡車服務的領導者和北美最大的公私稱重站旁路網路營運商 Drivewyze 與通訊巨頭 Verizon Connect 合作，為 Verizon Connect Reveal 客戶提供 Drivewyze Weigh Station Bypass 和 Drivewyze Safety+ 服務。
由於該地區經濟的快速成長以及對智慧交通解決方案的日益重視，預計亞太地區對連網型卡車的需求將在未來五年內快速成長。中國政府正在重點發展多項先進車輛技術，包括 ADAS 功能和電動車。該國領先的汽車製造商正在透過引入新的 2 級和 3 級 ADAS 功能來更新其產品組合。例如
2022年7月，東風乘龍H5獲準成為中國首款重型自動駕駛卡車。乘龍H5的遠端駕駛系統運作在中國移動5G網路上。
儘管北美和歐洲目前處於領先地位，但其他地區，尤其是亞太地區，預計將在預測期內趕上成長速度。
連網型卡車產業概述
連網型卡車市場整合，主要由戴姆勒卡車公司、Traton SE、塔塔汽車有限公司、沃爾沃卡車公司和 PACCAR 等幾家全球公司主導。這些公司也參與合資、併購、新產品發布和產品開拓，以擴大其品牌組合併鞏固其市場地位。
例如，2022年10月，Aurora Innovation Inc.和Ryder Technology Inc.合作試行車輛現場維修。 Rider 將僱用熟練的技術人員，他們將與 Aurora 南達拉斯園區的 Aurora 技術人員一起工作。
其他好處：
- Excel 格式的市場預測 (ME) 表
- 3 個月分析師支持
目錄
第1章 簡介
- 調查先決條件
- 調查範圍
第2章調查方法
第3章執行摘要
第4章市場動態
- 市場促進因素
- 要求商用車採用連網型技術的政府規範推動成長
- 其他司機
- 市場限制因素
- 新興國家缺乏IT基礎設施限制了連網型卡車市場的成長
- 網路安全威脅仍然是市場關注的問題
- 產業吸引力－波特五力分析
- 新進入者的威脅
- 買家/消費者的議價能力
- 供應商的議價能力
- 替代品的威脅
- 競爭公司之間敵對關係的強度
第5章市場區隔
- 車輛類型
- 輕型商用車
- 大型商用車
- 通訊距離
- 專用近距離通訊(DSRC)
- 盲點警告（BSW）
- 前方碰撞警報(FCW)
- 車道偏離警示（LDW）
- 緊急煞車輔助系統 (EBA)
- 其他通訊距離
- 遠距（遠端資訊處理控制單元）
- 專用近距離通訊(DSRC)
- 通訊類型
- 車對車通訊(V2V)
- 車到雲（V2C）
- 車輛到基礎設施 (V2I)
- 按地區
- 北美洲
- 美國
- 加拿大
- 北美其他地區
- 歐洲
- 德國
- 英國
- 法國
- 義大利
- 西班牙
- 其他歐洲國家
- 亞太地區
- 中國
- 印度
- 日本
- 韓國
- 其他亞太地區
- 世界其他地區
- 南美洲
- 中東/非洲
- 北美洲
第6章 競爭狀況
- 供應商市場佔有率
- 公司簡介
- Robert Bosch GmbH
- Continental AG
- Denso Corporation
- Aptiv Global Operations Limited
- ZF Friedrichshafen AG
- NXP Semiconductors NV
- Magna International Inc.
- Sierra Wireless
- Mercedes-Benz Group AG
- AB Volvo
- Harman International
第7章 市場機會及未來趨勢
- 未來的趨勢將是5G與雲端技術在汽車領域的融合。
第8章 市場規模（單位基數）及預測
第9章連網型卡車市場技術趨勢與創新分析
第10章影響連網型卡車市場的法規結構分析
The Connected Truck Market size is estimated at USD 29.34 billion in 2024, and is expected to reach USD 62.49 billion by 2029, growing at a CAGR of 16.33% during the forecast period (2024-2029).
The connected truck market is experiencing robust growth, fuelled by the rapid integration of advanced technologies into the transportation and logistics sector. A surge in demand for telematics solutions, IoT-enabled connectivity, and data analytics applications in commercial vehicles characterizes the market. Key drivers include the need for enhanced fleet management efficiency, improved safety, and compliance with stringent emissions and regulatory standards.
The rise of e-commerce and increasing industrialization are driving the demand for real-time tracking, remote diagnostics, and predictive maintenance in commercial vehicles. Fleet operators increasingly adopt connected truck technologies to optimize routes, monitor driver behavior, and minimize downtime, improving overall operational efficiency. Through connected truck technology, fleet operators anticipate optimizing factors, such as fuel, maintenance, and wages of drivers, which together contribute more than 60% of the total cost of ownership. More than 35 million trucks globally are expected to be connected within the next five years.
Furthermore, North America and Europe dominate the connected truck market, propelled by established infrastructure and regulatory frameworks. However, the Asia-Pacific region is emerging as a potential market with the increasing adoption of connected solutions in emerging economies. The market landscape is characterized by intense competition, with major players focusing on strategic collaborations, partnerships, and product innovations to gain a competitive edge. For instance,
In May 2023, Daimler Truck, MFTBC, Hino, and Toyota joined hands to achieve carbon neutrality and create a prosperous mobility society by developing CASE technologies (Connected / Autonomous & Automated / Shared / Electric) and strengthening the commercial vehicle business on a global scale. MFTBC and Hino would create synergies and enhance the competitiveness of Japanese truck manufacturers.
Despite the promising growth, challenges such as data security concerns, interoperability issues, and initial implementation costs pose potential barriers to market expansion. However, ongoing technological advancements and favorable government initiatives promoting smart transportation are expected to sustain the positive trajectory of the connected truck market.
Connected Truck Market Trends
Increasing Use of Telematics in the Commercial Vehicle Market to Drive the Connected Truck Market
Telematics plays a significant role in developing unique solutions for efficient supply chain logistics and fleet management. Telematics provides real-time visibility and data to optimize procedures and processes, maintain product integrity, optimize shelf-life, and reduce losses and insurance risks across the supply chain.
Telematics is becoming a critical component in commercial logistics and supply chains because it addresses key challenges related to safety and regulatory compliance, driver monitoring, insurance, and infrastructure.
Telematics solutions integrate capabilities like live traffic updates, smart routing and tracking, rapid roadside assistance in case of accidents or breakdowns, automatic toll transactions, and insurance telematics. Therefore, they are critical to optimizing the operational metrics of fleets, such as fuel cost reduction, resource optimization, and real-time connectivity.
The growing e-commerce sector and increased online shopping activities also significantly contribute to the growing demand for connected trucks. Retail e-commerce sales worldwide in 2022 remained over USD 6 trillion, registering an annual growth rate of 11.16%. The total online retail revenue in Asian countries alone added up to nearly USD 1.7 trillion in 2022.
Additionally, most e-commerce companies have in-house logistics operations and are ordering large fleets of connected trucks incorporating telematics control units. Trucks with telematics control units enable them to monitor trucks remotely for safety, fleet performance, fuel efficiency, the behavior of drivers, and predictive maintenance. For instance,
In October 2022, Amazon announced it would invest EUR 1 billion in electric vans, trucks, and low-emission package hubs across Europe over the next five years. These vehicles also feature next-generation connected technologies like telematics. The company aims to increase its electric and connected vans fleet from 3,000 to 10,000. The company also plans to deploy 1,500 heavy-duty electric trucks in Europe for middle-mile deliveries.
Moreover, companies are spending huge amounts on making telematics technology more advanced and integrating telematics devices in commercial vehicles. For instance,
In October 2022, Lytx Inc. and Daimler Trucks, North America, announced their new partnership wherein Lytx Inc. would launch a new telematics and camera solution factory-fitted on select Western Star and Freightliner models sold in North America.
Based on all the above factors, the growing usage of telematics and the large fleet orders from e-commerce companies are expected to drive the growth of the connected trucks market over the forecast period.
North America and Europe are Playing Key Role in the Connected Truck Market Growth
Geographically, Europe and North America hold the major shares of the connected truck market, owing to the expansion of the automotive sector in these regions. The robust transportation infrastructures in both regions provide a solid foundation for integrating connected technologies into trucking operations. Additionally, well-developed road networks and communication systems facilitate the seamless implementation of telematics solutions, real-time tracking, and data-driven analytics in commercial vehicles.
Furthermore, stringent regulatory environments in North America and Europe play a pivotal role in propelling the adoption of connected truck solutions. Regulations addressing safety, emissions, and fuel efficiency standards drive the need for advanced technologies that enable real-time monitoring and compliance. For instance, North America's Advanced Clean Fleets (ACF) regulation states that beginning January 1, 2024, trucks must be registered in the CARB (California Air Resources Board) Online System to conduct drayage activities in California.
Industry collaboration is another key factor contributing to the dominance of these regions. Major truck manufacturers, technology providers, and fleet management companies have garnered strategic partnerships, accelerating the development and deployment of connected truck solutions. Major telecom companies across North America are partnering with leading connected truck companies to expand their product portfolios. For instance,
In October 2022, Drivewyze, the leader in connected truck services and operator of the largest public-private weigh station bypass network in North America, partnered with telecom major Verizon Connect to provide Verizon Connect Reveal customers with integrated access to Drivewyze weigh station bypass and Drivewyze Safety+ services.
The demand for connected trucks in Asia-Pacific is anticipated to grow rapidly over the next five years owing to the region's burgeoning economies and increasing emphasis on smart transportation solutions. The Chinese government focuses on several advanced vehicle technologies, like ADAS features and electric mobility. Major automakers in the country are updating their portfolio by introducing the new level 2 and level 3 ADAS features. For instance,
In July 2022, the Dongfeng Chenglong H5 was licensed for its first heavy-duty autonomous truck in China. The Chenglong H5's remote driving system runs on China Mobile's 5G network.
While North America and Europe currently lead the way, other regions, particularly the Asia-Pacific, are expected to catch up with the growth pace during the forecast period.
Connected Truck Indsutry Overview
The connected truck market is consolidated and majorly dominated by a few global players, which include Daimler Truck SE, Traton SE, Tata Motors Ltd, Volvo Trucks Corporation, and PACCAR. These players also engage in joint ventures, mergers and acquisitions, new product launches, and product development to expand their brand portfolios and cement their market positions.
For instance, in October 2022, Aurora Innovation Inc. and Ryder Technology Inc. collaborated to pilot on-site fleet maintenance. Ryder would embed skilled technicians to work alongside Aurora technicians at Aurora's South Dallas campus.
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
TABLE OF CONTENTS
1 INTRODUCTION
- 1.1 Study Assumptions
- 1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
- 4.1 Market Drivers
- 4.1.1 Government Norms Mandating the Integration of Connected Technologies in Commercial Vehicles are Driving the Growth
- 4.1.2 Other Drivers
- 4.2 Market Restraints
- 4.2.1 Lack of IT Enabled Infrastructure in Emerging Economies Restricts the Connected Truck Market Growth
- 4.2.2 Cyber Security Threats Remain a Concern for the Market
- 4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry
5 MARKET SEGMENTATION (Market Size by Value - USD Billion)
- 5.1 Vehicle Type
- 5.1.1 Light Commercial Vehicles
- 5.1.2 Heavy Commercial Vehicles
- 5.2 Range
- 5.2.1 Dedicated Short-Range Communication (DSRC)
- 5.2.1.1 Blind Spot Warning (BSW)
- 5.2.1.2 Forward Collision Warning (FCW)
- 5.2.1.3 Lane Departure Warning (LDW)
- 5.2.1.4 Emergency Brake Assist (EBA)
- 5.2.1.5 Other Ranges
- 5.2.2 Long-range (Telematics Control Unit)
- 5.2.1 Dedicated Short-Range Communication (DSRC)
- 5.3 Communication Type
- 5.3.1 Vehicle-to-Vehicle (V2V)
- 5.3.2 Vehicle-to-Cloud (V2C)
- 5.3.3 Vehicle-to-Infrastructure (V2I)
- 5.4 Geography
- 5.4.1 North America
- 5.4.1.1 United States
- 5.4.1.2 Canada
- 5.4.1.3 Rest of North America
- 5.4.2 Europe
- 5.4.2.1 Germany
- 5.4.2.2 United Kingdom
- 5.4.2.3 France
- 5.4.2.4 Italy
- 5.4.2.5 Spain
- 5.4.2.6 Rest of Europe
- 5.4.3 Asia-Pacific
- 5.4.3.1 China
- 5.4.3.2 India
- 5.4.3.3 Japan
- 5.4.3.4 South Korea
- 5.4.3.5 Rest of Asia-Pacific
- 5.4.4 Rest of the World
- 5.4.4.1 South America
- 5.4.4.2 Middle-East and Africa
- 5.4.1 North America
6 COMPETITIVE LANDSCAPE
- 6.1 Vendor Market Share
- 6.2 Company Profiles*
- 6.2.1 Robert Bosch GmbH
- 6.2.2 Continental AG
- 6.2.3 Denso Corporation
- 6.2.4 Aptiv Global Operations Limited
- 6.2.5 ZF Friedrichshafen AG
- 6.2.6 NXP Semiconductors NV
- 6.2.7 Magna International Inc.
- 6.2.8 Sierra Wireless
- 6.2.9 Mercedes-Benz Group AG
- 6.2.10 AB Volvo
- 6.2.11 Harman International
7 MARKET OPPORTUNITIES AND FUTURE TRENDS
- 7.1 Integration of 5G and Cloud-based Technology in Automobiles to be a Future Trend
