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市場調查報告書
商品編碼
1190420
聯網卡車市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)Connected Truck Market - Growth, Trends, and Forecasts (2023 - 2028) |
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聯網卡車市場在基準年的價值為 209.4 億美元，預計在未來五年內將達到 537.2 億美元，收入的複合年增長率為 17%。
COVID-19 大流行期間的製造停工、停工和貿易限制對鉸接式卡車行業產生了不利影響。 此外，汽車產量下降和勞動力短缺對市場產生了重大影響。 隨著汽車銷量在 COVID-19 案件有限的國家穩步增長，汽車製造商正在重新開始運營，預計市場將在未來幾年復蘇。 此外，為了與汽車行業關鍵領域的客戶保持連續性，製造商正在實施應急計劃以減輕未來業務的不確定性。
從中期來看，電子商務行業的興起以及物聯網在卡車運輸行業中的應用（遠程監控車隊的性能、預測性維護和燃油效率）將推動互聯卡車市場的增長。看來。 通過互聯卡車技術，車隊運營商希望優化燃料、維護和司機工資等因素，這些因素合計佔總擁有成本的 60% 以上。
隨著各國打造智能道路和智能城市，不斷發展的技術進步讓車隊經理認為他們需要互聯卡車。 市場最新趨勢包括人工智能、自動駕駛技術、3D打印及其對全球物流業的影響和價值主張。
越來越多地在卡車中使用遠程信息處理技術也是主要的市場趨勢之一。 預計未來五年內全球將有超過 3500 萬輛卡車聯網。
市場上的主要參與者正在建立新的合作夥伴關係並推出新產品，以滿足對互聯卡車不斷增長的需求。 例如：
主要亮點
- Daimler Trucks Europe 推出了一種新的充電管理解決方案，該解決方案集成到梅賽德斯奔馳 eActros 電動卡車的 FleetBoard 應用程序中。 充電管理解決方案由位於葡萄牙裡斯本的 Digital Product Studio tb.lx 開發。
- Bosch Mobility Solutions India Ltd 和 PTV Group 簽署了一項新的合作夥伴關係，旨在為物流行業的互聯移動開發尖端解決方案，以實現可持續發展、更環保的未來。 兩家公司還將在印度互聯物流行業聯合開展政府項目。
北美被公認為世界上最大的聯網卡車市場，原因有很多，包括先進的互聯網連接、商用車輛中越來越多地使用物聯網和遠程信息處理，以及物流公司的數字化程度不斷提高。
歐洲是互聯卡車增長最快的市場，因為車隊所有者越來越多地採用物聯網和遠程信息處理技術來進行遠程車隊監控。
聯網卡車市場趨勢
商用車市場對遠程信息處理的需求和使用不斷擴大，推動了互聯卡車市場的發展
遠程信息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著關鍵作用。 遠程信息處理提供實時可見性和數據，以優化程序和流程、保持產品完整性、優化保質期並減少整個供應鏈中的損失和保險風險。
遠程信息處理正在成為商業物流和供應鏈中的一個重要組成部分，以解決圍繞安全和法規遵從、服務商監控、保險和基礎設施的關鍵挑戰。
遠程信息處理解決方案集成了實時路況更新、智能路線引導和跟蹤、發生事故或故障時的快速路邊援助、自動通行費支付和保險遠程信息處理等功能。 因此，它對於優化車輛運行指標至關重要，例如降低燃料成本、資源優化和實時連接。
由於 COVID-19 流行病和網上購物的增加，電子商務行業的增長也極大地促進了對聯網卡車不斷增長的需求。 據估計，2021年電商行業總收入將達到5.2萬億美元，較2020年同比增長22.66%。 許多電子商務公司經營自己的物流業務，並訂購了大量聯網卡車。 這將使聯網卡車能夠遠程監控，以實現安全、車輛性能、燃油經濟性、駕駛員行為和預測性維護等目的。
例如：
- 2022 年 10 月，亞馬遜宣布將在未來五年內在歐洲投資 10 億歐元用於電動貨車、卡車和低排放包裝中心。 這些車輛還將配備遠程信息處理等下一代互聯技術。 該公司的目標是將其電動汽車和聯網貨車車隊從 3,000 輛增加到 10,000 輛。 它還計劃在整個歐洲部署 1,500 輛大型電動卡車，用於中英裡交付。
- 2021 年 11 月，亞馬遜從 CNH Industrial 的子公司依維柯訂購了 1,064 輛配備天然氣發動機的“S WAY”卡車。 這輛卡車在歐洲使用，並預裝了 IVECO Driver Pal，這是一種集成了亞馬遜 Alexa 語音識別功能的車載連接系統。
公司正在投入巨資升級遠程信息處理技術並在商用車輛中安裝遠程信息處理設備。 例如：
- 2022 年 3 月，Navistar 在其 6-8 類國際卡車和 IC 公交車輛（包括電動車型）的整個產品組合中製定了新車遠程信息處理設備標準。
- 2022 年 1 月，Volkswagen SE 商用車子公司 Traton SE 旗下的瑞典商用車製造商 Scania AB 將為其在歐洲銷售的所有商用車配備智能速度輔助解決方案。為了遵守新的歐盟法規，要求
由於技術進步，預計汽車行業將增加聯網卡車的採用。 聯網卡車有望在自動駕駛卡車的先驅中發揮關鍵作用，從而為汽車製造商提供機會，但有限的網絡基礎設施可能會在未來幾年阻礙聯網卡車市場的發展。
例如：
- 2022 年 10 月，宜家與自動駕駛卡車初創公司 Kodiak Robotics 合作，在美國德克薩斯州達拉斯測試和部署自動駕駛卡車用於宜家送貨。
基於上述所有因素，遠程信息處理技術的日益普及和來自電子商務公司的大量車輛訂單預計將在未來五年內推動聯網卡車市場的增長。
北美和歐洲將在互聯卡車市場增長中發揮關鍵作用
從地域上看，歐洲和北美佔據了互聯卡車市場的主要份額，因為這些地區汽車行業的擴張正在增加互聯卡車的數量。
由於高采用率和基礎設施改進，預計發達地區的聯網卡車在未來五年內將實現顯著增長。 駕駛時的安全意識和政府安全法規加強了汽車行業，從而在預測期內推動了這些地區的互聯卡車市場。 北美一家大型電信公司正在與一家領先的互聯卡車公司合作，以擴大其產品組合。 例如：
- 2022 年 10 月，聯網卡車服務的領導者和北美最大的公私稱重站旁路網絡運營商 Drivewyze 將與電信巨頭 Verizon Connect 合作，為 Verizon Connect Reveal 客戶提供 Drivewyze 稱重站旁路和 Drivewyze 集成訪問 Safety+ 服務。
在亞太地區，聯網商用車越來越多地使用遠程信息處理和車隊管理解決方案，促使原始設備製造商和技術製造商開發一系列聯網車輛解決方案，從而導致未來五年聯網卡車的需求有望快速增長。
除了電動汽車，中國政府還關注多項先進的汽車技術，例如 ADAS 功能。 因此，中國主要汽車製造商正在通過引入新的 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 獲得中國首張重型自動駕駛卡車牌照。 乘龍H5的遠程駕駛系統運行在中國移動的5G網絡上。
預測技術領域的努力，例如在輕型和重型商用車中引入遠程信息處理和 ADAS（高級駕駛員輔助系統），預計將在未來五年內促進市場的增長。
聯網卡車市場的競爭分析
互聯卡車市場主要由少數全球參與者主導，例如 Daimler Truck SE、Traton SE、Tata Motors Ltd、Volvo Trucks Corporation 和 PACCAR。 這些參與者還通過合資、併購、新產品發布和產品開發來擴大其品牌組合併鞏固其市場地位。
例如：
- 2022 年 9 月，Tata Motors 推出了具有 ADAS 功能的最新版 Prima 卡車系列。 Tata Prima 是印度推出的第一款支持 ADAS 的卡車。
- 2022 年 8 月，領先的車隊和資產管理解決方案提供商 MiX Telematics 宣布與 Hino Trucks 建立合作夥伴關係。 該合作夥伴關係有望為北美運營日野卡車的 MiX 客戶提供豐富的數據集，為有關車輛維護、安全、效率和合規性的智能決策提供信息。。
- 2022 年 5 月，沃爾沃卡車和 DHL 合作在北美試行了樞紐到樞紐的自動駕駛卡車運輸服務。 該服務面向托運人、承運人、物流服務提供商和貨運經紀人。
- 2022 年 3 月，Daimler India Commercial Vehicles 以 BharatBenz 品牌製造和銷售卡車和公共汽車，並且是 Daimler Truck SE 的全資子公司，將為其全球產品組合開發可擴展的數字連接創新。正式推出 Daimler Truck印度創新中心 (DTICI)，一個全資擁有的孵化器
其他好處
- Excel 格式的市場預測 (ME) 表
- 3 個月的分析師支持
內容
第1章介紹
- 調查先決條件
- 調查範圍
第2章研究方法論
第 3 章執行摘要
第4章市場動態
- 市場驅動因素
- 市場製約因素
- 產業吸引力 - 波特五力分析
- 新進入者的威脅
- 買方/消費者議價能力
- 供應商的議價能力
- 替代品的威脅
- 競爭公司之間的敵對關係
第 5 章市場細分（價值基礎：十億美元）
- 車輛類型
- 輕型商用車
- 大型商用車
- 通信距離
- 短程專用通信 (ADAS)
- 長距離通信（遠程信息處理控制單元）
- 溝通方式
- 車對車 (V2V)
- 車對車 (V2C)
- 車對車 (V2I)
- 地區
- 北美
- 美國
- 加拿大
- 其他北美地區
- 歐洲
- 德國
- 英國
- 法國
- 意大利
- 西班牙
- 其他歐洲地區
- 亞太地區
- 中國
- 印度
- 日本
- 韓國
- 其他亞太地區
- 世界其他地方
- 南美洲
- 中東和非洲
- 北美
第6章競爭格局
- 供應商市場份額
- 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 市場機會與今後動向
The connected truck market was valued at USD 20.94 billion in the base year, and it is projected to reach USD 53.72 billion in the next five years, registering a CAGR of 17% in terms of revenue.
Manufacturing shutdowns, lockdowns, and trade restrictions during the COVID-19 pandemic negatively affected the connected truck industry. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. As automotive manufacturers resumed operations due to steadily rising automobile sales in countries with a limited number of COVID-19 cases, the market is likely to recover in the next few years. Furthermore, the manufacturers are implementing contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry.
Over the medium term, the rise of the e-commerce industry and the application of IoT in the trucking industry to monitor fleets remotely for the sake of performance, predictive maintenance, and fuel efficiency is likely to boost the growth of the connected trucks market. Through connected truck technology, fleet operators are anticipating optimizing factors, such as fuel, maintenance, and wages of drivers, which together contribute more than 60% of the total cost of ownership.
Growing technological improvements are pushing fleet managers to believe that connected trucks are necessary, as different countries are making smart roads and smart cities. Some of the latest trends in the market are artificial intelligence, autonomous technologies, 3D printing, and their impact and value proposition to the global logistics industry.
The increasing use of telematics in trucks is also one of the significant trends in the market. Within the next five years, more than 35 million trucks globally are expected to be connected.
Key players in the market are forming new partnerships and launching new products to cater to the increasing demand for connected trucks. For instance,
Key Highlights
- Daimler Trucks Europe launched the new Charge Management Solution and integrated it into the FleetBoard application for Mercedes Benz eActros electric trucks. The Charge Management Solution was developed by Digital Product Studio tb.lx in Lisbon, Portugal.
- Bosch Mobility Solutions India Ltd and PTV Group signed a new partnership to develop cutting-edge solutions for connected mobility in the logistics space for a sustainable, eco-friendly, and greener future. The two companies will also jointly pursue government projects in the connected logistics industry in India.
North America is identified as the largest market for connected trucks in the world due to a variety of factors like well-developed internet connectivity, growing usage of IoT and telematics in commercial fleets, and the rising digitization of logistics companies.
Europe is the fastest growing market for connected trucks due to the increasing application of IoT and telematics to monitor the fleets by fleet owners remotely.
Connected Truck Market Trends
Growing Demand and 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, owing to the COVID-19 pandemic and the increase in online shopping, also significantly contributed to the growing demand for connected trucks. According to some estimates e-commerce industry in 2021 reached total sales of USD 5.2 trillion, posting a Y-o-Y increase of 22.66% over 2020. Many e-commerce companies have in-house logistics operations and are ordering large fleets of connected trucks. This enables them to monitor connected trucks remotely for the purposes of safety, fleet performance, fuel efficiency, the behavior of drivers, and predictive maintenance.
For instance,
- In October 2022, Amazon announced it to 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 fleet of electric and connected vans from 3000 to 10000. The company also plans to deploy 1500 heavy-duty electric trucks in Europe for middle-mile deliveries.
- In November 2021, Amazon ordered 1064 natural gas-powered trucks S WAY from Iveco, a subsidiary of CNH Industrial. The trucks are used in Europe and are pre-installed with IVECO Driver Pal, an onboard connectivity system featuring integrated voice recognition capabilities from Amazon Alexa.
Companies are spending huge amounts of money on making telematics technology more advanced and integrating telematics devices in commercial vehicles. For instance,
- In March 2022, Navistar installed a telematics device as standard on all new builds of the complete Class 6-8 International Truck and IC Bus vehicle product portfolios, including electric models.
- In January 2022, Scania AB, the Swedish commercial manufacturer which is a part of Traton SE, the commercial vehicle subsidiary of Volkswagen SE, selected global navigations company HERE Technologies to implement HERE ISA Map solution in the infotainment systems of its next-generation vehicles to comply with the new EU law, which has made it mandatory for all the commercial vehicles sold in Europe to be fitted with intelligent speed assistant solutions.
The automotive industry is projected to see an increase in the adoption of connected trucks due to technological advancements in the automotive industry. Connected trucks are expected to play a significant role in the development of autonomous trucks, thereby providing opportunities for automotive manufacturers, even though the limited network infrastructure is expected to be a significant factor that is likely to hinder the connected truck market over the next few years.
For instance,
- In October 2022, IKEA teamed up with autonomous truck startup Kodiak Robotics to test and deploy autonomous trucks for IKEA's deliveries in Dallas, Texas, and United States.
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 next five years.
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, leading to an increase in the number of connected trucks.
Connected trucks in the developed regions are anticipated to register significant growth over the next five years due to higher adoption rates and improved infrastructure. Awareness of safety while driving and government safety regulations are empowering the automotive industry, thereby driving the connected truck market in these regions during the forecast period. Major telecom companies across North America are partnering with leading connected truck companies truck 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 as OEMs and technology manufacturers are developing various connected vehicle solutions, owing to the increase in the use of telematics and fleet management solutions for connected commercial vehicles in the region.
The Chinese government is focusing on several advanced vehicles technology, like ADAS features, along with electric mobility. With that, major automakers in the country are updating their portfolio with the introduction of the new level 2 and level 3 ADAS features.
For instance,
- In July 2022, the Dongfeng Chenglong H5 received the license for its first heavy-duty autonomous truck in China. The Chenglong H5's remote driving system runs on China Mobile's 5G network.
Initiatives toward the predictive technology sector, such as implementing telematics and advanced driver assistance system in light and heavy commercial vehicles, are likely to contribute to the growth of the market over the next five years.
Connected Truck Market Competitive Analysis
The connected truck market is 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 September 2022, Tata Motors launched the latest versions of the Prima truck range equipped with ADAS features. Tata Prima is the first ADAS-enabled truck to be launched in India.
- In August 2022, MiX Telematics, a leading provider of fleet and asset management solutions, announced its partnership with Hino trucks. This partnership is expected to provide MiX customers in North America that operate Hino trucks with rich data sets, informing intelligent decision-making regarding vehicle maintenance, safety, efficiency, and compliance.
- In May 2022, Volvo Trucks and DHL teamed up to pilot a hub-to-hub autonomous trucking service in North America. This service is designed to serve shippers, carriers, logistics service providers, and freight brokers.
- In March 2022, Daimler India Commercial Vehicles, which manufactures and sells trucks and buses under the BharatBenz brand and is a wholly owned subsidiary of Daimler Truck SE, officially launched the Daimler Truck Innovation Center India (DTICI), a fully-owned incubator to develop scalable digital connectivity innovations for the company's global product portfolio.
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
- 4.2 Market Restraints
- 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 (ADAS)
- 5.2.2 Long-range (Telematics Control Unit)
- 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
