全球貨物運輸市場（2024年）

全球貨運市場持續正常化，空運/海運服務需求仍疲軟。

由於全球經濟衰退、消費者行為變化以及供過於求帶來的課題，2023年全球貨運市場規模將實際收縮1.3%（以不變價格和匯率計算）。

該報告審視了全球貨運市場，提供了區域空運/海運市場規模和預測、競爭格局分析以及貨運代理的詳細資料。

主要發現

• 2023年全球市場規模將萎縮1.3%，2024年小幅擴張。
• 截至2028年的五年內，全球貨運市場整體的實際複合年增長率預計將達到3.3%。
• 一些貨運代理的利潤率面臨越來越大的壓力。
• 隨著2023年市場恢復 "正常" ，利潤和收入將恢復 "現實" 。
• 與其他地區相比，亞太地區經歷了第三大市場萎縮，但仍是最大的地區。
• 2023 年所有主要運輸公司的收入都將下降。

目錄

第1章 物流情勢調查（2024年）－空運/海運

• 貿易通道前景
• 空運/海運數量
• 數量回收
• 空運/海運垂直機會
• 投資重點領域
• 任務
• 數位貨運平台
• 技術
• 海運價格競爭
• 碳排放交易體系
• 模態轉變

第2章 輕資產貨物運輸技術

第3章 半導體供應鏈結構與物流

• 生長
• 半導體 "入境" 供應鏈
• 美國半導體生產與 "晶片法"
• 歐洲半導體生產
• 半導體供應鏈中的物流
• 貿易格局

第4章 全球貨運市場規模及預測（2023-2028）

• 全球貨運市場規模及成長
  • 全球貨運市場規模及成長（2023年、2024年、2028年）
• 各地區表現概覽
• 貨運市場先進的市場開發
  • 需求和庫存
• 貨運市場規模與成長：按地區
  • 亞太地區
  • 歐洲
  • 中東/北非
  • 北美
  • 南美洲
  • 撒哈拉以南非洲

第5章 競爭格局-全球貨運代理比較

• 全球頂級貨運代理：按收入、市場佔有率劃分
• 全球頂尖航空貨運公司：依收入分類
• 世界頂尖航空貨運公司：以噸位劃分
• 全球頂級海運代理：按收入、市場佔有率劃分
• 全球頂級海運承運人：以 TEU 計算
• 利潤及利潤率比較
• 垂直行業比較
• 營運商業務配置對比
• 擴張（併購）策略
• 貨運跨部門併購活動
• 貨運跨區域併購活動
• 技術戰略
  • 運輸管理系統（TMS）
  • 數位化
• 貨運永續性比較
  • 比較永續發展努力和績效
  • 比較目標
  • 效能比較

第6章 全球貨運代理

• Bollore Logistics
• DB Schenker
• DHL GLOBAL FORWARDING, FREIGHT
• DSV A/S
• EXPEDITORS
• Kerry Logistics
• Kintetsu World Express
• KUEHNE + NAGEL
• NIPPON EXPRESS
• Sinotrans

The Global Freight Forwarding 2024 Report from Ti Insight shows that the global freight forwarding market continues to normalise, with demand for air and sea freight forwarding services remaining soft.

Challenges arising from a global economic downturn, shifts in consumer behaviour, and an oversupply surpassing demand have led the global freight forwarding market to contract by 1.3% in real terms (holding prices and exchange rates constant) in 2023.

Global Freight Forwarding 2024 contains unrivalled insight into the state of the freight forwarding market in 2024 and out to 2028. The report contains Ti's bespoke market size, growth rates, 5 year ahead forecasts and analysis of Ti's 2024 State of Logistics Forwarding survey.

Use the report to understand key growth trajectories and navigate subdued market conditions.

This report contains:

• Extensive analysis of Ti's State of Logistics Survey 2024 – Air & Sea Freight Forwarding
• Evaluation of Asset Light Freight Forwarding Technology
• The structure of the semiconductor supply chain and its logistics
• Global freight forwarding market size & forecasting 2023-2028 - split by region, air & sea freight
• Competitive landscape analysis - comparison of global forwarders
• In depth global freight forwarding provider profiles covering volumes, strategic outlook, finances and technologies.

Key Questions:

• How are regional markets performing in 2024?
• Which regions will grow the fastest out to 2028?
• What are the three most important challenges currently affecting the global freight forwarding industry?
• How is semiconductor demand impacting air freight growth?
• Will a return to normal market conditions result in the withdrawal of some freighter capacity?
• Who are the top freight forwarders by market share and revenues?
• Will conventional freight forwarders lose volume share to other parties?

Key Findings:

• Global market contracted 1.3% in 2023 and will expand slightly in 2024.
• Ti data shows that the total the global freight forwarding market will see a real CAGR of 3.3% over the five years to 2028.
• % of freight forwarders are experiencing increased pressure on margins.
• Profits and revenues fall 'back-to-earth' in 2023 as market returns to 'normal'.
• Asia Pacific experienced the third-largest market contraction compared to other regions, but remains the largest region.
• All of the top forwarders saw revenue declines in 2023.

TABLE OF CONTENTS

TABLE OF CONTENTS

TABLE OF FIGURES

1. State of Logistics Survey 2024 – Air and Sea Freight Forwarding

• 1.1 Trade Lane Prospects
• 1.2 Air and Sea Freight Volumes
• 1.3 Volume recovery
• 1.4 Vertical opportunities in air and sea freight
• 1.5 Investment focus areas
• 1.6 Challenges
• 1.7 Digital freight platforms
• 1.8 Technology
• 1.9 Price war in ocean freight?
• 1.10 ETS
• 1.11 Modal Shift

2. Asset Light Freight Forwarding Technology

3. The structure of the semiconductor supply chain and its logistics

• 3.1 Growth
• 3.2 Semiconductor 'inbound' supply chain
• 3.3 Semiconductor production in the US and the 'Chips Act'
• 3.4 Semiconductor production in Europe
• 3.5 Logistics in the semiconductor supply chain
• 3.6 Trade Patterns

4. Global freight forwarding market size & forecasting 2023-2028

• 4.1 Global Freight Forwarding Market Size & Growth
  • 4.1.1. Global Freight Forwarding Market Size & Growth 2023, 2024 (F) and 2028 (F)
• 4.2. Overview of regional performance
• 4.3 High-level market development in the Freight Forwarding Market
  • 4.3.1 Demand & Inventory
• 4.4 Freight Forwarding Market Size & Growth by Region
  • 4.4.1. Asia Pacific
  • 4.4.2. Europe
  • 4.4.3. Middle East & North Africa
  • 4.4.4. North America
  • 4.4.5. South America
  • 4.4.6. Sub-Saharan Africa

5. Competitive Landscape - Comparison of Global Freight Forwarders

• 5.1 Top Global Freight Forwarders by Revenue and Market Shares
• 5.2 Top Global Air Freight Forwarders by Revenue
• 5.3 Top Global Air Freight Forwarders by Tonnes
• 5.4 Top Global Sea Freight Forwarders by Revenue and Market Shares
• 5.5 Top Global Sea Freight Forwarders by TEUs
• 5.6 Profit and margins Comparison
• 5.7 Vertical Sectors Comparison
• 5.8 Forwarder Service Mix Comparison
• 5.9 Expansion (M&A) Strategy
• 5.9.1 Freight Forwarding M&A activity across sectors
• 5.9.2 Freight Forwarding M&A activity across regions
• 5.10 Technology Strategy
  • 5.10.1 Transport Management System (TMS)
  • 5.10.2 Digitalisation
• 5.11 Freight Forwarding Sustainability Comparison
  • 5.11.1 Comparison of Sustainability Initiatives and Performance
  • 5.11.2 Comparison of Targets
  • 5.11.3 Comparison of Performance

6. GLOBAL FREIGHT FORWARDING PROVIDERS

• 6.1 Bolloré Logistics
  • 6.1.1 Background
  • 6.1.2 Finances
  • 6.1.3 Air Freight Volumes
  • 6.1.4 Sea Freight Volumes
  • 6.1.5 Acquisition by CMA CGM
  • 6.1.6 Technology
  • 6.1.7 Sustainability
  • 6.1.8 Outlook
• 6.2 DB Schenker
  • 6.2.1 Background
  • 6.2.2 Finances
  • 6.2.3 Air Freight Volumes
  • 6.2.4 Partnerships
  • 6.2.5 Sea Freight Volumes
  • 6.2.6 Technology
  • 6.2.7 Sustainability
  • 6.2.8 Outlook
• 6.3 DHL GLOBAL FORWARDING, FREIGHT
  • 6.3.1 Background
  • 6.3.2 Finances
  • 6.3.3 Mergers and acquisitions
  • 6.3.4 Expansions
  • 6.3.5 Sustainability
  • 6.3.6 Technology
  • 6.3.7 Strategic Outlook
• 6.4 DSV A/S
  • 6.4.1 Background
  • 6.4.2 Finances
  • Air and Sea
  • 6.4.3 Volumes
  • 6.4.4 Technology
  • 6.4.5 Sustainability
  • 6.4.6 Strategic Outlook
• 6.5 EXPEDITORS
  • 6.5.1 Background
  • 6.5.2 Operations
  • 6.5.3 Finances
  • 6.5.4 Volumes
  • 6.5.5 Technology
  • 6.5.6 Outlook
  • 6.6 Kerry Logistics
  • 6.6.1 Strategic Background
  • 6.6.2 Finances
• 6.7 Kintetsu World Express
  • 6.7.1 Background
  • 6.7.2 Finances
  • 6.7.3 Operations
  • 6.7.4 Sustainability
  • 6.7.5 Outlook
• 6.8 KUEHNE + NAGEL
  • 6.8.1 Background
  • 6.8.2 Finances
  • 6.8.3 Technology
  • 6.8.4 Mergers and acquisitions
  • 6.8.5 Sustainability
  • 6.8.6 Strategic Outlook
• 6.9 NIPPON EXPRESS
  • 6.9.1 Background
  • 6.9.2 Finances
  • 6.9.3 Operations
  • 6.9.4 Partnerships and investments
  • 6.9.5 Mergers & Acquisitions
  • 6.9.6 Sustainability
  • 6.9.7 Strategic Outlook
• 6.10 Sinotrans
  • 6.10.1 Background
  • 6.10.2 Finances
  • 6.10.3 Volumes
  • 6.10.4 Operations
  • 6.10.5 Technology
  • 6.10.6 Sustainability
  • 6.10.7 Strategic Outlook