Abstract
This market report will be provided in the following series:
- FLEET MANAGEMENT IN EUROPE
- FLEET MANAGEMENT IN THE AMERICAS
FLEET MANAGEMENT IN EUROPE
Fleet management is an ambiguous term used in reference to a wide range of
solutions for different vehicle-related applications. Berg Insight' s
definition of a fleet management solution is a vehicle-based system that
incorporates data logging, satellite positioning and data communication to a
backoffice application. The history of fleet management solutions goes back
several decades. On-board vehicle computers first emerged in the 1980s and
were soon connected to various satellite and terrestrial wireless networks.
Today mobile networks can provide ubiquitous online connectivity at a
reasonable cost and mobile computing technology delivers very high
performance, as well as excellent usability. All of these components combined
enable the delivery of vehicle management, transport management, driver
management and mobile workforce management applications linking vehicles and
enterprise IT systems.
Commercial vehicle fleets play an essential role in the European economy.
According to official statistics there were 35.5 million commercial vehicles
in use in EU23+2 in 2008. The 6.2 million medium and heavy trucks accounted
for more than 75 percent of all inland transports, forming a € 250
billion industry. Approximately 0.7 million buses and coaches stood for 9.3
percent of all passenger kilometres. Last but not least, the greater part of
the 28.6 million light commercial vehicles (LCV) in Europe was used by mobile
workers and for activities such as distribution of goods and parcels.
Berg Insight is of the opinion that the European fleet management market has
entered a growth period that will last for several years to come. Individual
markets may however suffer temporary setbacks, depending on the local economic
developments. The number of fleet management systems in active use is
forecasted to grow at a compound annual growth rate of 20.7 percent from 2.0
million units at the end of 2010 to 5.0 million by 2015. The penetration rate
in the total population of non-privately owned commercial vehicles is
estimated to increase from 6.9 percent in 2010 to 17.6 percent in 2015.
A group of international aftermarket solution providers have emerged as the
leaders on the European fleet management market. Masternaut is ranked as the
largest player overall in terms of installed base with close to 200,000 units
deployed, mainly in France and the UK.
TomTom Business Solutions was the fastest growing vendor also in 2010 and has
now surpassed 143,000 subscribers. Transics is number one in the heavy trucks
segment with an estimated 65,000 active units installed. Other significant
players include European companies such as Vehco, Navman Wireless and
Trafficmaster and international players like Trimble and Qualcomm from the US
and the South African telematics providers Digicore and MiX Telematics.
All major truck manufacturers on the European market offer OEM telematics
solutions as a part of their product portfolio. Mercedes-Benz, Volvo and
Scania launched their first products in the 1990s and followed by MAN in 2000,
Renault Trucks in 2004, DAF Trucks in 2006 and IVECO in 2008. The products are
all supporting the FMS standard and can generally be deployed in mixed fleets
even if some functionality can be brand-specific. A major trend in the past
three years has been the announcement of solutions for remote downloading of
digital tachograph data and more advanced functionalities for eco-driving.
The consolidation trend in Europe has been accelerating in the past 18 months
with a total of nine major M&A activities. Francisco Partners, a global
technology-focused private equity firm, acquired Cybit in January 2010 in a
deal worth about € 28 million. This deal was later followed by the
acquisition of Masternaut in April 2011 forming the leading player in Europe
from the Masternaut and Cybit operations while keeping the Masternaut brand.
Trafficmaster was acquired by Vector Capital in June 2010 and subsequently
delisted from the London Stock Exchange. In July 2010, Trimble acquired Punch
Telematix focusing on the heavy trucks segment in a transaction worth €
13.5 million strengthening Trimble' s position in mainland Europe considerable.
Digicore acquired in the same month Minorplanet in the UK along with the
associated businesses in the Netherlands, Belgium and Germany. A part of
Datatronics in Spain - Datatronics Mobility - was acquired by French
Sedimap Group in October 2010. Another recent acquisition was done by Vehco in
Sweden that acquired Elomobile in France in March 2011. Vehco is the market
leader in the Nordics with new ambitions to be a major European player
expanding into new countries. The latest transaction was done in June 2011
when Transics acquired the European activities of CarrierWeb.
FLEET MANAGEMENT IN THE AMERICAS
Fleet management (FM) is an ambiguous term used in reference to a wide range
of solutions for different vehicle-related applications. Berg Insight' s
definition of an FM solution is a vehicle-based system that incorporates data
logging, satellite positioning and data communication to a backoffice
application. The history of FM solutions goes back several decades. On-board
vehicle computers first emerged in the 1980s and were soon connected to
various satellite and terrestrial wireless networks. Today mobile networks can
provide ubiquitous online connectivity in many regions at a reasonable cost
and mobile computing technology delivers very high performance, as well as
excellent usability. All of these components combined enable the delivery of
vehicle management, transport management, driver management and mobile
workforce management applications linking vehicles and enterprise IT systems.
Commercial vehicle fleets play an essential role in the economy both in North
and Latin America. In North America, there are approximately 12.9 million GVW
3 - 8 commercial vehicles in use. In Latin America, the number of commercial
vehicles in operation is estimated to 19.9 million, out of which 5.5 million
are heavy trucks and 14.4 million are light commercial vehicles. Berg Insight
is of the opinion that the market for fleet management in the Americas is in a
growth period which was temporarily slowed down by the financial downturn but
will continue in the years to come. The advanced North American market will
remain on a growth track, not the least driven by regulatory developments such
as CSA and HOS revisions. Latin America is coming from a lower degree of
maturity in the utilisation of fleet management solutions and will also
experience an increase in adoption. In many cases, an educational process may
however be needed in order to increase the awareness among prospective users
about the potential that FM solutions have beyond mere security related
features.
Berg Insight expects the market for fleet management will continue to show
healthy growth in 2011. In the North American market, the number of fleet
management systems in active use is forecasted to grow at a compound annual
growth rate (CAGR) of 12.6 percent from 2.1 million units in 2010 to 3.8
million units by 2015. The penetration rate in the total population of
non-privately owned commercial vehicles is estimated to increase from 16.3
percent to 29.5 percent in 2015. In Latin America, the number of fleet
management systems in use is projected to increase from 0.9 million units in
2010, growing at a CAGR of 20.6 percent to reach 2.3 million units in 2015.
The penetration rate among non-privately owned commercial vehicles in the
region is estimated to increase from 4.5 percent in 2010 to 11.6 percent in
2015.
The market leaders on the fleet management market in the Americas include a
range of different actors. Qualcomm Enterprise Services is ranked as the
largest player, with an estimated total installed base of approximately
350,000 units in North and Latin America. The company' s solutions are targeted
at heavy trucks, where the main competitors in North America are XATA and
PeopleNet, with approximately 110,000 units installed each. Actors with
substantial business within service fleets include FleetMatics, Networkfleet
and Wireless Matrix. Other actors often have a broader market scope, covering
both light and heavy vehicles. Examples include Telogis,
Trafficmaster/Teletrac, WebTech Wireless and Trimble. Major Brazilian
providers include Autotrac, Zatix and OnixSat, each having estimated installed
bases in the range of 50,000 - 85,000 units. Other notable actors in Latin
America include Copiloto Satelital in Mexico, Satrack in Colombia and Tastets
System in Chile, each holding important positions in their respective
countries.
A number of manufacturers of commercial vehicles active in the Americas offer
OEM telematics solutions as part of their product portfolio. Volvo Link has
been on the market since 2002, while Ford' s Crew Chief was launched in 2009,
the same year as Daimler' s FleetBoard system was released on the Brazilian
market. Hino Insight was announced in 2011, as was the Daimler brand
Freightliner' s factory-installation of telematics hardware from Telogis. MAN
offers the Volksnet solution in collaboration with a Brazilian aftermarket
provider, while IVECO has developed a fleet management solution especially for
the Latin American market. Fleet management solutions from OEMs have not been
particularly successful in the Americas, but are expected to increase in
importance in the coming years.
Table of Contents
FLEET MANAGEMENT IN EUROPE
Table of Contents
List of Figures
Executive summary
1. Commercial vehicle fleets in Europe
- 1.1. Light commercial vehicles
- 1.2. Medium and heavy trucks
- 1.3. Busses and coaches
- 1.4. Trailers and semi-trailers
- 1.5. Off-road construction and agriculture equipment
- 1.6. Ownership structure
- 1.6.1. Statistical estimates by industry and company size
- 1.6.2. Light commercial vehicle fleets
- 1.6.3. Medium and heavy commercial vehicle fleets
2. Fleet management solutions
- 2.1. Fleet management infrastructure
- 2.1.1. Vehicle segment
- 2.1.2. GNSS segment
- 2.1.3. Network segment
- 2.1.4. Backoffice segment
- 2.2. Vehicle management
- 2.2.1. Vehicle diagnostics and maintenance planning
- 2.2.2. Security tracking
- 2.3. Driver management
- 2.3.1. Driving data registration and analysis
- 2.3.2. Eco-driving schemes
- 2.3.3. Insurance risk management
- 2.4. Operations management
- 2.4.1. Routing and navigation
- 2.4.2. Transport management
- 2.4.3. Mobile workforce management
- 2.5. Regulatory compliance and reporting
- 2.5.1. Digital tachograph data download
- 2.5.2. Electronic toll collection
- 2.5.3. Other applications
- 2.6. Business models
3. Market forecasts and trends
- 3.1. Market analysis
- 3.1.1. Installed base and unit shipments
- 3.1.2. Regional markets
- 3.1.3. Vendor market shares
- 3.2. Market drivers and barriers
- 3.2.1. Macroeconomic factors
- 3.2.2. Regulatory environment
- 3.2.3. Competitive environment
- 3.2.4. Technology environment
- 3.3. Value chain analysis
- 3.3.1. Telematics industry players
- 3.3.2. Automotive industry players
- 3.3.3. Telecom industry players
- 3.3.4. IT industry players
- 3.4. Future industry trends
4. OEM products and strategies
- 4.1. Truck manufacturers
- 4.1.1. Daimler Group
- 4.1.2. Volvo Group
- 4.1.3. Scania
- 4.1.4. MAN Truck & Bus
- 4.1.5. DAF Trucks
- 4.1.6. Iveco
- 4.2. Construction equipment manufacturers
- 4.2.1. Bobcat and JCB
- 4.2.2. Caterpillar
- 4.2.3. Hyundai Construction Equipment
- 4.2.4. John Deere
- 4.2.5. Komatsu
- 4.2.6. Volvo CE
- 4.3. Trailer manufacturers
- 4.3.1. Schmitz Cargobull
- 4.3.2. Krone
- 4.4. OE suppliers
- 4.4.1. Actia
- 4.4.2. Continental
- 4.4.3. Haldex
- 4.4.4. Lysanda
- 4.4.5. Squarell
- 4.4.6. Stoneridge Electronics
- 4.4.7. WABCO
5. International aftermarket solution providers
- 5.1. Digicore
- 5.2. Garmin and partners
- 5.3. ID Systems - Asset Intelligence
- 5.4. Masternaut
- 5.5. MiX Telematics
- 5.6. Navman Wireless
- 5.7. Qualcomm Enterprise Services
- 5.8. TomTom Business Solutions
- 5.9. Trafficmaster
- 5.10. Transics
- 5.11. Trimble
- 5.12. Vehco
6. Regional aftermarket solution providers
- 6.1. Benelux and France
- 6.1.1. CarrierWeb
- 6.1.2. Eliot
- 6.1.3. Fleetlogic
- 6.1.4. Geodynamics
- 6.1.5. GreenCat
- 6.1.6. IT Mobile
- 6.1.7. Micpoint
- 6.1.8. Mobile Devices
- 6.1.9. OCEAN
- 6.1.10. Orange Business Services
- 6.1.11. RAM Mobile Data
- 6.1.12. Traqueur
- 6.2. Germany and Central Europe
- 6.2.1. Autoguard
- 6.2.2. CVS Mobile
- 6.2.3. ETA Automatizari Industriale
- 6.2.4. Euro Telematik
- 6.2.5. Falcom
- 6.2.6. Finder
- 6.2.7. IAV Products
- 6.2.8. Idem
- 6.2.9. Mobile Objects
- 6.2.10. SECAR
- 6.2.11. Telargo
- 6.2.12. Yellowfox
- 6.3. The Mediterranean
- 6.3.1. Cefin Systems
- 6.3.2. Cobra Automotive Technologies
- 6.3.3. Datatronics Mobility
- 6.3.4. Detector
- 6.3.5. Ecutronic
- 6.3.6. G4S Telematix
- 6.3.7. Loqus
- 6.3.8. MobiVision
- 6.3.9. Pointer Telocation
- 6.3.10. Tecmic
- 6.4. Nordic countries
- 6.4.1. Aplicom
- 6.4.2. Consafe Logistics
- 6.4.3. Fleet 101
- 6.4.4. GateHouse
- 6.4.5. Locus
- 6.4.6. PocketMobile
- 6.5. UK and Ireland
- 6.5.1. Aeromark
- 6.5.2. APD Communications
- 6.5.3. Blue Tree Systems
- 6.5.4. Celtrak
- 6.5.5. FleetMatics
- 6.5.6. GreenRoad
- 6.5.7. Isotrak
- 6.5.8. Matrix Telematics
- 6.5.9. Microlise
- 6.5.10. Quartix
- 6.5.11. TRACKER Network
- 6.5.12. Trakm8
- 6.5.13. Transpoco
Glossary
List of Figures
- Figure 1.1: Commercial vehicles in use (EU23+2 2008)
- Figure 1.2: New registrations of commercial vehicles (EU23+2 2010)
- Figure 1.3: Commercial vehicle market trends by country (EU23+2 2010)
- Figure 1.4: LCV manufacturer market shares (EU27+2 2010)
- Figure 1.5: Trucks (>3.5t) market shares, by group and brand (EU27+2 2010)
- Figure 1.6: Trucks (3.5 - 16t) market shares, by group and brand (EU27+2
2010)
- Figure 1.7: Trucks (>16t) market shares, by group and brand (EU27+2 2010)
- Figure 1.8: Bus and coach market shares, by group and brand (EU27+2 2010)
- Figure 1.9: Trailer manufacturer production volumes and market share
(EU23+2 2010)
- Figure 1.10: Off-road equipment shipments by category (EU15+2 2010)
- Figure 1.11: CVs and average fleet size by industry and company size (EU27
2006)
- Figure 1.12: Examples of typical organisations for different LCV fleet
sizes
- Figure 1.13: Examples of typical organisations for different HCV fleet
sizes
- Figure 2.1: Fleet management infrastructure overview
- Figure 2.2: Examples of FM unit form factors
- Figure 2.3: Data interfaces used by FM units
- Figure 2.4: Examples of devices connected to FM-units
- Figure 2.5: Mobile network operators (EU23+2 2010)
- Figure 2.6: Example of FM backoffice segment
- Figure 2.7: Digital tachograph smart cards issued (EU23+2 Q2-2008)
- Figure 2.8: Nationwide Toll systems for trucks in Europe (2010)
- Figure 3.1: Fleet management shipments and penetration rate (EU27+2 2009 -
2015)
- Figure 3.2: Fleet management installed base and penetration rate by region
(Q4-2010)
- Figure 3.3: Top ten fleet management providers, by installed base (EU27+2
Q4-2010)
- Figure 3.4: Financial data for leading telematics industry players (2010)
- Figure 3.5: FM mergers and acquisitions in Europe (2010 - 2011)
- Figure 3.6: Top five M2M communication providers in Europe (Q3-2010)
- Figure 3.7: Examples of fleet management offerings by mobile operators
(2010)
- Figure 5.1: Transics Quattro and TX-MAX
FLEET MANAGEMENT IN THE AMERICAS
Table of Contents
List of Figures
Executive summary
1. Commercial vehicle fleets in the Americas
- 1.1. The North American commercial vehicle market
- 1.1.1. Registrations of commercial vehicles GVW 3 - 8
- 1.1.2. Manufacturer market shares
- 1.1.3. Ownership structure
- 1.1.4. Trailers
- 1.2. The Latin American commercial vehicle market
- 1.2.1. Registrations of commercial vehicles
- 1.2.2. Manufacturer market shares
2. Fleet management solutions
- 2.1. Fleet management infrastructure
- 2.1.1. Vehicle segment
- 2.1.2. GNSS segment
- 2.1.3. Network segment
- 2.1.4. Backoffice segment
- 2.2. Vehicle management
- 2.2.1. Vehicle diagnostics and maintenance planning
- 2.2.2. Security tracking
- 2.3. Driver management
- 2.3.1. Driving data registration and analysis
- 2.3.2. Eco-driving schemes
- 2.3.3. Insurance risk management
- 2.4. Operations management
- 2.4.1. Routing and navigation
- 2.4.2. Transport management
- 2.4.3. Mobile workforce management
- 2.5. Regulatory compliance and reporting
- 2.5.1. CSA - Compliance, Safety, Accountability
- 2.5.2. Hours-of-Service and electronic on-board recorders
- 2.5.3. Fuel tax reporting
- 2.5.4. Distracted driving
- 2.5.5. Mandatory anti-theft systems in Brazil
- 2.5.6. Other applications
- 2.6. Business models
3. Market forecasts and trends
- 3.1. Market analysis
- 3.1.1. Installed base and unit shipments - North and Latin America
- 3.1.2. Vendor market shares
- 3.2. Market drivers and barriers
- 3.2.1. Macroeconomic factors
- 3.2.2. Regulatory environment
- 3.2.3. Competitive environment
- 3.2.4. Technology environment
- 3.3. Value chain analysis
- 3.3.1. Telematics industry players
- 3.3.2. Automotive industry players
- 3.3.3. Telecom industry players
- 3.3.4. IT industry players
- 3.4. Future industry trends
4. OEM products and strategies
- 4.1. Truck manufacturers
- 4.1.1. Daimler Group
- 4.1.2. Ford
- 4.1.3. Hino Trucks
- 4.1.4. Iveco
- 4.1.5. MAN Latin America
- 4.1.6. Navistar
- 4.1.7. Paccar
- 4.1.8. Scania
- 4.1.9. Volvo Group
- 4.2. Construction equipment manufacturers
- 4.2.1. Bobcat and JCB
- 4.2.2. Caterpillar
- 4.2.3. Hyundai Construction Equipment Americas
- 4.2.4. John Deere and Hitachi Construction Machinery
- 4.2.5. Komatsu
- 4.2.6. Volvo CE
5. International aftermarket solution providers
- 5.1. CarrierWeb
- 5.2. Digicore
- 5.3. Garmin and partners
- 5.4. ID Systems - Asset Intelligence
- 5.5. MiX Telematics
- 5.6. Navman Wireless
- 5.7. Qualcomm Enterprise Services
- 5.8. Telogis
- 5.9. TomTom Business Solutions
- 5.10. Trafficmaster
- 5.11. Trimble
- 5.12. WebTech Wireless
6. Regional aftermarket solution providers
- 6.1. North America
- 6.1.1. Blue Tree Systems
- 6.1.2. BSM Wireless
- 6.1.3. Cadec
- 6.1.4. Celtrak
- 6.1.5. Discrete Wireless
- 6.1.6. FieldLogix
- 6.1.7. Fleet Management Solutions
- 6.1.8. Fleetilla
- 6.1.9. FleetMatics
- 6.1.10. Geotab
- 6.1.11. GreenRoad
- 6.1.12. International Telematics
- 6.1.13. JJ Keller
- 6.1.14. Matrix Telematics
- 6.1.15. Microlise
- 6.1.16. Navtrak
- 6.1.17. Networkfleet
- 6.1.18. PeopleNet
- 6.1.19. Rand McNally and DriverTech
- 6.1.20. SafeFreight
- 6.1.21. SkyBitz
- 6.1.22. Synovia
- 6.1.23. TechnoCom
- 6.1.24. TeleNav
- 6.1.25. TransCore
- 6.1.26. Wireless Matrix
- 6.1.27. XATA
- 6.1.28. Zonar Systems
- 6.2. Latin America
- 6.2.1. Autotrac
- 6.2.2. Copiloto Satelital
- 6.2.3. Global Track
- 6.2.4. Grupo UDA
- 6.2.5. High Performance Solutions
- 6.2.6. OnixSat
- 6.2.7. Pointer Telocation
- 6.2.8. Sascar
- 6.2.9. Satrack
- 6.2.10. Tastets System
- 6.2.11. Zatix
- 6.3. Hardware providers
- 6.3.1. Calamp
- 6.3.2. Digi International
- 6.3.3. Morey
- 6.3.4. Phoenix International
- 6.3.5. Quake Global
- 6.3.6. Redtail Telematics
Glossary
List of Figures
- Figure 1.1: Registrations of GVW 3 - 8 vehicles (US 2010)
- Figure 1.2: Registrations of GVW 3 - 8 vehicles (Canada Q1 - Q3 2010)
- Figure 1.3: Commercial vehicle manufacturer market shares GVW3 - 8 (US Q1
- Q3 2010)
- Figure 1.4: Distribution of new GVW 3 - 8 CVs by fleet size (US Q1 - Q3
2010)
- Figure 1.5: Ten largest vehicle fleets operated by US companies (2010)
- Figure 1.6: New trailer registrations 24 ft+ (US Q1 - Q3 2010)
- Figure 1.7: CVs in operation and new registrations (Latin America 2009)
- Figure 1.8: Light commercial vehicle manufacturer statistics (Brazil 2009)
- Figure 1.9: Heavy trucks manufacturer statistics (Brazil 2009)
- Figure 2.1: Fleet management infrastructure overview
- Figure 2.2: Examples of FM unit form factors
- Figure 2.3: Data interfaces used by FM units
- Figure 2.4: Examples of devices connected to FM-units
- Figure 2.5: Mobile network operators in the Americas (2010)
- Figure 2.6: Example of FM backoffice segment
- Figure 3.1: Fleet management shipments and penetration (North America 2010
- 2015)
- Figure 3.2: Fleet management shipments and penetration (Latin America 2010
- 2015)
- Figure 3.3: Top ten fleet management providers, by installed base
(Americas Q4-2010)
- Figure 3.4: Financial data for telematics industry players (2010)
- Figure 3.5: FM mergers and acquisitions in the Americas (2010 - 2011)
- Figure 3.6: Examples of fleet management offerings by mobile operators
(2011)
- Figure 5.1: Navman Wireless' Qube, MDT-860 and M-Nav 760
- Figure 6.1: PeopleNet BLU and PeopleNet TABLET
