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市场调查报告书
商品编码
1994825
欧洲和北美公共交通智慧交通系统(第十版)Public Transport ITS in Europe and North America - 10th Edition |
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智慧交通系统 (ITS) 指的是应用于交通基础设施和车辆的资讯与通讯技术。 Berg Insight 对公共交通智慧交通系统的定义包括安装在公共交通车辆上的系统,以及安装在交通枢纽、站点和车站的系统。它还包括用于规划、调度和管理公共交通服务的后勤部门IT 系统,以确保高效运作。此外,公共交通智慧交通系统的关键组成部分是为乘客提供最新资讯的解决方案,例如路线、发车时间、潜在的服务中断以及转乘资讯。虽然这些解决方案的历史可以追溯到几十年前,但目前的尖端解决方案包括:即时多模式/多运营商路线搜寻系统、使用非接触感应卡和 NFC 终端的基于帐户的收费系统,以及先进的出行分析软体。
随着都市区成长和消费者偏好的改变,公共交通在社会中扮演着日益重要的角色。在新冠疫情爆发前,欧洲和北美每年的公共交通客运量分别约为600亿人和120亿人次。虽然疫情期间这些数字大幅下降,但北美的復苏速度较为缓慢。在欧洲,有些国家已经恢復到疫情前的水平,而有些国家则仍处于落后状态。公共交通系统包括例如本地公车和无轨电车、本地和郊区铁路、地铁和路面电车以及本地水上客运服务。 2023年,欧洲和北美的註册公车和长途客车数量分别达到85万辆和110万辆。欧洲公共运输服务的经济价值估计约为每年1,600亿至1,750亿欧元,而北美的相应数字约为每年1,000亿至1,150亿欧元。
Berg Insights预测,未来几年公共运输智慧交通系统(ITS)市场将持续成长。都市化、气候变迁和交通拥堵等挑战将继续推动对公共交通ITS的投资,从而增强市场的活力。然而,受政治局势、财政紧缩措施和区域发展的影响,个别市场可能会出现暂时性波动。预计2030年,欧洲公共运输ITS市场规模(包括公车和路面电车)将从2025年的25.5亿欧元成长至33亿欧元,复合年增长率(CAGR)为5.3%。欧洲公车和路面电车车载电脑(具备GPS定位和无线通讯功能)的普及率预计将从2025年的90.3%上升至2030年的93.9%,但不同区域市场的普及率差异显着。预计到 2030 年,北美公共交通智慧交通系统 (ITS) 的总市场价值将从 2025 年的 12.2 亿欧元达到 15.6 亿欧元,复合年增长率为 5.0%,渗透率预计将从 2025 年的 91.9% 上升到 2030 年的 94.1%。
在公共交通智慧交通系统(ITS)市场,一群国际售后解决方案供应商正在崛起,成为产业领导者。欧洲和北美的主要供应商包括加拿大的Trapeze集团和德国的INIT,这两家公司在各自地区都拥有大规模的运作。 Clever Devices和Conduent在北美公共运输ITS市场占据主导地位,其中Conduent也是国际票务系统供应商。其他在北美市场占有率显着的公司包括Cubic Transportation Systems和Avail Technologies。西门子交通集团也是欧洲和北美领先的软体供应商。在欧洲国内市场拥有较大市场份额的公司包括Equans和RATP Smart Systems,这两家公司在法国市场占据主导地位。此外,Vix Technology、Flowbird和Ticketer是英国市场的主要供应商,而IVU在德语区市场占据主导地位。其他主要企业包括西班牙的GMV、Indra和Grupo ETRA;法国的泰雷兹;德国的Atron;斯堪地那维亚的FARA、Pilotfish、Icomera和Consat Telematics;以及奥地利的Swarco和Kontron Transportation。在汽车OEM领域,沃尔沃集团和戴姆勒是值得关注的公司,而斯堪尼亚、依维柯、吉利和新飞客也为其客车提供标准的OEM远端资讯处理功能。
本报告深入分析了欧洲和北美公共交通的智慧交通系统市场,提供了有关技术和解决方案、市场预测和趋势以及OEM产品和策略的资讯。
The term Intelligent Transport Systems (ITS) refers to information and communications technology applied to transport infrastructure and vehicles. Berg Insight's definition of ITS for public transport includes systems installed in public transport vehicles as well as at terminals, stops, depots and similar. Included are also back-office IT systems which ensure that public transport services can be planned, scheduled and managed to achieve efficient operations. An important part of ITS for public transport further comprises solutions providing travellers with updated information about routes, departure times, possible disturbances and connecting services. The history of these different types of solutions dates back several decades and current state-of-the-art solutions include for example real-time intermodal and multi-operator journey planners, automated fare collection systems using contactless cards or NFC-enabled handsets for account-based ticketing, and advanced mobility analytics software.
Public transport plays an increasingly important role in societies as a result of continuing population growth in cities and shifting consumer preferences. Approximately 60 billion and 12 billion public transport passenger journeys were carried out in Europe and North America respectively each year before the COVID-19 pandemic. During the pandemic, the numbers dropped significantly and recovery has been slow in North America. In Europe, some countries are already back at pre-pandemic levels while others lag behind. Public transport modes include for example local and regional buses and trolleybuses, regional and suburban rail transport, metros and trams, and local waterborne passenger transport services. In 2023, the number of registered buses and coaches in Europe and North America reached 0.85 million vehicles and 1.1 million vehicles respectively. The economic value of public transport services in Europe is estimated to around Euro 160-175 billion per year, while the corresponding number in North America is around Euro 100-115 billion.
Berg Insight is of the opinion that the market for ITS in public transport will continue to grow in the coming years. Challenges such as urbanisation, climate change and traffic congestion continue to spur investments in public transport ITS, contributing to a positive market situation. Individual markets may however experience temporary fluctuations depending on the political climate, austerity measures and local developments. The total market value of public transport ITS for buses and trams in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 5.3 percent from Euro 2.55 billion in 2025 to reach Euro 3.30 billion by 2030. The penetration of on-board computers with GPS location functionality and wireless communications in buses and trams in Europe is estimated to increase from 90.3 percent in 2025 to 93.9 percent in 2030, however varying considerably between regional markets. In North America, the total market value of public transport ITS is forecasted to grow at a CAGR of 5.0 percent from Euro 1.22 billion in 2025 to reach Euro 1.56 billion in 2030 and the penetration rate is estimated to increase from 91.9 percent in 2025 to 94.1 percent in 2030.
A group of international aftermarket solution providers have emerged as leaders on the market for public transport ITS. Major providers across Europe and North America include Canada-based Trapeze Group and Germany-based INIT with significant installed bases in both regions. Clever Devices and Conduent hold leading positions on the North American public transport ITS market, and the latter is also an international provider of fare collection systems. Additional companies with major market shares in North America include Cubic Transportation Systems and Avail Technologies. Siemens Mobility is also a prominent vendor of software in both Europe and North America. Examples of companies with major market shares on national markets in Europe include Equans and RATP Smart Systems which hold leading positions in France. Vix Technology, Flowbird and Ticketer are moreover major providers on the UK market, while IVU is a dominant player in the German-speaking part of Europe. Other significant players include the Spanish groups GMV, Indra and Grupo ETRA; French Thales; Atron in Germany; Scandinavian FARA, Pilotfish, Icomera and Consat Telematics; and the Austria-based companies Swarco and Kontron Transportation. Volvo Group and Daimler are moreover notable players from the vehicle OEM segment, while companies such as Scania, Iveco, Gillig and New Flyer also offer some conventional OEM telematics features for their buses.
The outlook for the public transport ITS market is positive, as several developments encourage increased investments in such technologies. The ITS market is positively affected by international public transport-related initiatives such as the ITxPT Association as well as APTA's standards programs for public transport vehicles and ITS. The development of ITS has in recent years focused on increasing the level of integration and utilising technology advancements in fare collection solutions. Standardisation efforts are beginning to yield results as an increasing number of market players choose to comply with them and procuring organisations see the benefits in the form of lower costs. Another major driver is the ongoing global developments related to the concept of smart cities, where ITS in general and public transport ITS in particular constitute key elements to enable sustainable smart mobility.