![]() |
市场调查报告书
商品编码
1980178
智慧运输市场规模、份额、成长及全球产业分析:按类型、应用和地区分類的洞察,2026-2034 年预测Smart Mobility Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2026-2034 |
||||||
全球智慧运输市场预计在2025年达到517.7亿美元,2026年成长至619.5亿美元,并在2034年达到2,557.5亿美元。北美将在2025年以35.1%的市占率引领全球市场,市场规模达181.8亿美元,预计2026年将成长至213.7亿美元。美国市场在2026年的市场规模预计为161.3亿美元。
智慧运输整合了传统汽车、电动车、公共运输、共乘服务、汽车共享平台以及新兴的自动驾驶技术。透过利用人工智慧、物联网、全球定位系统(GPS)、无线射频辨识(RFID)和巨量资料分析等技术,智慧运输解决方案能够实现即时路线优化、交通监控和多模态协调。
都市区拥塞是推动智慧运输普及的主要动力。产业研究表明,美国人平均每年有34小时被堵在路上,全国每年累积壅塞时间总合55亿小时。这相当于每天损失3.3亿美元,每年约1,240亿美元,如果壅塞状况持续下去,预计到2030年,经济损失将达到1,860亿美元。这种经济压力正在加速对智慧出行系统的投资。
生成式人工智慧的影响
生成式人工智慧正在改变自动驾驶和智慧车辆管理。汽车製造商正在将人工智慧驱动的感知系统、预测建模和即时决策引擎整合到软体定义车辆(SDV)中。
2023年3月,VinAI发布了「InteriorSense」和「SurroundSense」解决方案,旨在增强车载监控和360度情境察觉能力。生成式人工智慧能够改善驾驶员监控、预测性维护和自主路线规划,进而提升整个出行网路的安全性和营运效率。
市场趋势
按需交通运输的需求日益增长
都市化和智慧型手机的普及正在加速共乘的推广。目前,全球有超过40亿人居住在都市区,根据联合国估计,到2050年,这一数字预计将达到60亿(占世界人口的70%),届时城市将创造全球85%的经济产出。然而,目前只有一半的人口能够方便使用公共运输。
预计到 2030 年,透过共享旅游服务获得收入的人数将从 2023 年的 900 万人增加到 1,600 万人。像 Liftango 和 May Mobility(2023 年 10 月)这样的合作旨在透过部署配备自动驾驶车辆的微型公车,提供按需交通服务,从而进一步扩大共享出行生态系统。
市场成长驱动因素
智慧城市理念正在推动其普及应用。
全球智慧城市的兴起是主要的成长要素之一。未来三年,预计将有超过26座新的智慧城市涌现,主要集中在欧洲和北美。思科预测,到2023年,机器对机器(M2M)连线数将达到147亿,占全球连网装置总数的50%。这一比例高于2018年的33%。
产业研究表明,到 2025 年,采用智慧运输技术的城市可以将旅行时间减少 15-20%。在印度,根据“智慧城市计划”,截至 2023 年 12 月,已完成 1104 个智慧运输计划,总投资达 147.3 亿美元,另有 526 个计划处于最后阶段。
市场限制因素
北非和中东部分地区网路普及率低,限制了叫车服务的推广,因为这些服务严重依赖智慧型手机和即时网路连线。此外,包括软体平台、伺服器、GPS和RFID在内的基础设施成本仍然很高,这对缺乏技术专长的中小企业来说尤其沉重。
透过提供
受都市化和智慧型手机普及率的推动,共乘领域预计到 2026 年将占市场份额的 35.67%。由于人们越来越倾向于环保的交通途径,自行车通勤预计将呈现最高的成长率。
按解决方案类型
虽然预计到 2026 年交通管理将占市场份额的 32.95%,但由于已开发国家引入了智慧停车,停车管理预计将快速成长。
透过技术
预计到2026年,RFID将占据26.44%的市场份额,主要驱动力是其在票务系统和公共交通门禁系统中的应用。物联网预计将实现最高成长,这得益于人工智慧的融合和智慧基础设施的扩展。
北美洲
强大的城市基础设施、较高的数位普及率和创新生态系统正在推动该地区的竞争优势。
亚太地区
复合年增长率最高的地区
政府奖励、对自动驾驶汽车的投资以及智慧城市政策正在推动快速扩张。
欧洲
欧盟的清洁交通方案和排放措施正在加速其推广应用。
中东、非洲、南美洲
贸易物流的扩张、电动车需求的成长以及共享出行服务的普及正在推动经济成长。
The global smart mobility market was valued at USD 51.77 billion in 2025 and is projected to grow to USD 61.95 billion in 2026, reaching USD 255.75 billion by 2034. North America dominated the global market with a 35.1% share in 2025, accounting for USD 18.18 billion, and rising to USD 21.37 billion in 2026. The U.S. market is valued at USD 16.13 billion in 2026.
Smart mobility integrates traditional vehicles, electric vehicles (EVs), public transportation, ride-sharing services, car-sharing platforms, and emerging autonomous technologies. By leveraging artificial intelligence (AI), Internet of Things (IoT), GPS, RFID, and big data analytics, smart mobility solutions enable real-time route optimization, traffic monitoring, and multimodal transportation connectivity.
Urban congestion is a major catalyst for adoption. Industry studies show the average American spends 34 hours per year stuck in traffic, totaling 5.5 billion hours annually nationwide. This translates to an economic loss of USD 330 million per day or approximately USD 124 billion annually, projected to reach USD 186 billion by 2030 if congestion persists. Such economic pressures are accelerating investment in intelligent mobility systems.
Impact of Generative AI
Generative AI is reshaping autonomous driving and intelligent fleet management. Automotive manufacturers are embedding AI-powered perception systems, predictive modeling, and real-time decision engines into software-defined vehicles.
In March 2023, VinAI introduced InteriorSense and SurroundSense solutions, enhancing in-cabin monitoring and 360-degree situational awareness. Generative AI enhances driver monitoring, predictive maintenance, and autonomous route planning, improving safety and operational efficiency across mobility networks.
Market Trends
Rising Demand for On-Demand Transportation
Urbanization and smartphone penetration are accelerating ride-sharing adoption. Over 4 billion people currently live in cities, and the UN estimates this will rise to 6 billion (70% of global population) by 2050, with cities generating 85% of global economic output. Yet only half of the population currently has convenient access to public transport.
The number of individuals earning income from shared mobility services is expected to grow from 9 million in 2023 to 16 million by 2030. Partnerships such as Liftango and May Mobility (October 2023) aim to deploy autonomous vehicle microtransit for demand-responsive transportation, further expanding shared mobility ecosystems.
Market Growth Drivers
Smart City Initiatives Boost Adoption
The rise of smart cities globally is a major growth driver. Over the next three years, more than 26 new smart cities are expected to emerge, primarily in Europe and North America. According to Cisco, M2M connections reached 14.7 billion in 2023, representing 50% of global connected devices, up from 33% in 2018.
Cities adopting smart mobility technologies can reduce travel times by 15-20% by 2025, according to industry studies. In India, under the Smart Cities Mission, 1,104 smart mobility projects worth USD 14.73 billion were completed by December 2023, with 526 projects in advanced stages.
Market Restraints
Limited internet penetration in parts of North Africa and the Middle East restricts ride-sharing deployment, as these services rely heavily on smartphones and real-time connectivity. Additionally, infrastructure costs-including software platforms, servers, GPS, and RFID integration-remain high, particularly for SMEs lacking technical expertise.
By Offering
The ride-sharing segment held 35.67% market share in 2026, driven by urbanization and smartphone adoption. Bike commuting is expected to grow at the highest rate due to eco-friendly transportation preferences.
By Solution Type
Traffic management accounted for 32.95% share in 2026, while parking management is projected to grow rapidly due to smart parking adoption across developed nations.
By Technology
RFID dominated with 26.44% share in 2026, primarily due to its use in fare collection and public transit access systems. IoT is expected to witness the highest growth, supported by AI integration and smart infrastructure expansion.
North America
Strong urban infrastructure, high digital adoption, and innovation ecosystems drive regional dominance.
Asia Pacific
Fastest CAGR region.
Government incentives, autonomous vehicle investments, and smart city policies fuel rapid expansion.
Europe
EU Clean Mobility Package and emission-reduction initiatives accelerate deployment.
Middle East & Africa & South America
Growth driven by trade logistics, EV demand, and ride-hailing services expansion.
Competitive Landscape
Major players include Robert Bosch GmbH, Cisco Systems, Ford Motor Company, Siemens AG, Toyota Motor Corporation, and TomTom International BV. Companies are focusing on connected vehicle platforms, EV infrastructure, fleet telematics, and autonomous technologies.
Recent developments include Toyota's giga casting innovation for EV production (June 2023), Siemens' acquisition of Mass-Tech Controls' EV division (May 2023), and Targa Telematics' partnership with HERE Technologies (January 2024).
Conclusion
The smart mobility market is projected to expand from USD 51.77 billion in 2025 to USD 255.75 billion by 2034, driven by AI integration, smart city investments, ride-sharing growth, and IoT-enabled infrastructure. North America leads in adoption, while Asia Pacific records the highest growth potential. As congestion costs escalate and governments prioritize sustainable transportation, smart mobility solutions will remain central to building efficient, connected, and low-emission urban ecosystems.
Segmentation By Offering
By Solution Type
By Technology
By Region