2023年全球中型和重型商用车售后市场展望

Frost & Sullivan 的研究服务评估了 2022 年至 2027 年全球中型和重型（MD 和 HD）卡车零部件和服务售后市场的规模和增长机会。该报告揭示了 4-8 级卡车的主要售后市场趋势，以及北美、拉丁美洲、欧洲、亚太地区、中东和非洲的具体区域分析。市场预测来自里程、使用模式、更换率、新车销量和总运作单位 (VIO)。每个地区的售后市场细分包括单位出货量、零件成本、销售和分销渠道。它还分析了每个地区的竞争格局和市场机会。由于持续的通胀压力、供应链中断和地缘政治问题，预计 2023 年对于全球 MD 和 HD 卡车售后市场行业来说将是又一个艰难的一年。

北美和欧洲预计 2023 年 GDP 将出现缓慢甚至负增长，并且与 2021 年和 2022 年相比，售后市场支出可能会放缓。预计中国将于 2022 年从疫情导致的经济停摆中恢復过来，并引领亚太地区的增长。原始设备製造商和车队等市场进入者预计将投资提供实时数据和运营透明度的数字解决方案，以提高效率。行业相关人员将寻求这些数字解决方案来降低风险并降低总体成本。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8 (TM)
• 全球中重型商用车售后市场的战略问题：三大影响
• 增长管道引擎 (TM)：增长机会加速

调查范围

• 分析范围
• 分割
• 地理范围
• 调查目的和目标
• 本报告回答的关键问题

调查方法

• 数据来源
• 调查过程

影响全球中重型商用车售后市场的宏观经济因素

• 全球经济概览：前 5 名（2022 年）
• 全球经济概览：前 5 名（2023 年）
• 全球GDP增长预测
• 主要经济体的预期衰退/放缓
• 全球 GDP 增长概览
• 发达国家经济预测（2023）
• 新兴国家经济预测（2023）
• 按地区分類的风险和政策方向（2023 年）
• 主要增长机会：按地区划分（2023 年）

成长环境

• 全球商用车售后市场：实际情况与预测（2022 年）
• 零件和配件更换收益的预测
• 市场规模（2022年）
• 市场趋势（2022）
• 市场规模（2023年）
• 市场趋势（2023）

全球商用车售后市场展望（2023）

• 全球运作的商用车数量
• 全球售后市场收入市场规模
• 平均车龄：主要地区
• 平均里程：主要地区
• 推动全球商用车售后市场的趋势
• 按地区分類的趋势的相关性
• 趋势一：新一代卡车维护
• 趋势二：循环经济与可持续发展
• 趋势3：增加对车队数据和软件的投资
• 趋势四：最后一公里和短途趋势
• 趋势5：零件采购和服务数字化
• OEM机芯（2022）

北美行业展望（2023）

• 区域展望
• 售后市场概览
• 售后市场展望：按零件类型分類的销售额
• VIO所有权模式
• VIO车型组合
• 分销渠道及毛利率分析
• 中重型商用车售后市场的机会领域

欧洲行业展望（2023）

• 区域展望
• 售后市场概览
• 售后市场展望：按零件类型分類的销售额
• VIO所有权模式
• VIO车型组合
• 分销渠道及毛利率分析
• 中重型商用车售后市场的机会领域

拉丁美洲行业展望（2023）

• 区域展望
• 售后市场概览
• 售后市场展望：按零件类型分類的销售额
• VIO所有权模式
• VIO车型组合
• 分销渠道及毛利率分析
• 中重型商用车售后市场的机会领域

亚太地区行业展望（2023）

• 区域展望
• 售后市场概览
• 售后市场展望：按零件类型分類的销售额
• VIO所有权模式
• VIO车型组合
• 分销渠道及毛利率分析
• 中重型商用车售后市场的机会领域

沙特阿拉伯和南非行业展望（2023）

• 区域展望
• 售后市场概览
• 售后市场展望：按零件类型分類的销售额
• VIO所有权模式
• VIO车型组合
• 分销渠道及毛利率分析
• 中重型商用车售后市场的机会领域

充满增长机会的宇宙

• 增长机会 1 - 零部件和服务的数字化
• 增长机会 2 - 车队数据和连接
• 增长机会3-製造

主要结论和未来展望

• 主要结论和未来展望
• 附件清单
• 免责声明

Parts Spending to Increase in 2023 Led by Growth Opportunities in Asia-Pacific

Frost & Sullivan's research service assesses the size of the global medium- and heavy-duty (MD and HD) truck parts and services aftermarket and its growth opportunities from 2022 to 2027. This global study highlights major Class 4-8 truck aftermarket trends with specific regional analysis into North America, Latin America, Europe, Asia-Pacific, and the Middle East and Africa. Market forecasts are derived from the miles driven, usage patterns, replacement rate, new truck sales, and total vehicles in operation (VIOs). Each region covers a breakdown of the aftermarket by unit shipment, parts spend, revenue, and distribution channel. The analysis also looks at each region's competitive environment and market opportunities. 2023 is forecast to be another challenging year globally for the MD and HD truck aftermarket industry due to persistent inflation pressures, supply chain disruptions, and geopolitical issues.

North America and Europe are expected to face slowing to negative GDP growth in 2023, likely dampening aftermarket spending compared to 2021 and 2022. China is projected to lead growth in the Asia-Pacific as its economy reopens from the pandemic-induced shutdown in 2022. Market participants such as OEMs and fleets are expected to invest in digital solutions that provide real-time data and transparency on operations to boost efficiency. Industry players will rely on these digital solutions to mitigate risks and lower overall costs.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Medium- and Heavy-duty Commercial Vehicle Aftermarket
• Growth Opportunities Fuel the Growth Pipeline Engine™

Research Scope

• Scope of Analysis
• Segmentation
• Geographic Scope
• Research Aims and Objectives
• Key Questions this Study will Answer

Research Methodology

• Data Sources
• Research Process

Macroeconomic Factors Impacting the Global Medium- and Heavy-duty Commercial Vehicle Aftermarket

• Top 5 Global Economic Highlights of 2022
• Top 5 Global Economic Highlights of 2023
• Global GDP Growth Expectations
• Recessionary/Slowdown Expectations for Major Economies
• Global GDP Growth Snapshot
• Advanced Economy Predictions for 2023
• Emerging Market Economy Predictions for 2023
• 2023 Regional Risks and Policy Direction
• 2023 Top Growth Opportunities by Region

Growth Environment

• 2022 Global Commercial Vehicle Aftermarket-Actuals vs Forecast
• Replacement Revenue Forecast for Parts and Accessories
• 2022 in Numbers
• 2022 in Trends
• 2023 in Numbers
• 2023 in Trends

Global Commercial Vehicle Aftermarket Outlook, 2023

• Global Commercial Vehicles in Operation
• Global Aftermarket Revenue Market Size
• Average Vehicle Age-Key Regions
• Average Vehicle Miles Traveled-Key Regions
• Trends Driving the Global Commercial Vehicle Aftermarket
• Relevance of Trends by Regions
• Trend 1-Next Generation of Truck Servicing
• Trend 2-Circular Economy and Sustainability
• Trend 3-Investment Increase in Fleet Data and Software
• Trend 4-Growth in Last Mile and Short Haul
• Trend 5-Digitization of Parts Purchasing and Servicing
• OEM Activity in 2022

North America Industry Outlook, 2023

• Regional Outlook
• Aftermarket Dashboard
• Aftermarket Outlook-Revenue by Parts Type
• VIO Ownership Pattern
• VIO Model Mix
• Distribution Channel and Gross Margin Analysis
• Medium- and Heavy-duty Commercial Vehicle Aftermarket Opportunity Areas

Europe Industry Outlook, 2023

• Regional Outlook
• Aftermarket Dashboard
• Aftermarket Outlook-Revenue by Parts Type
• VIO Ownership Pattern
• VIO Model Mix
• Distribution Channel and Gross Margin Analysis
• Medium- and Heavy-duty Commercial Vehicle Aftermarket Opportunity Areas

Latin America Industry Outlook, 2023

• Regional Outlook
• Aftermarket Dashboard
• Aftermarket Outlook-Revenue by Parts Type
• VIO Ownership Patterns
• VIO Model Mix
• Distribution Channel and Gross Margin Analysis
• Medium- and Heavy-duty Commercial Vehicle Aftermarket Opportunity Areas

Asia-Pacific Industry Outlook, 2023

• Regional Outlook
• Aftermarket Dashboard
• Aftermarket Outlook-Revenue by Parts Type
• VIO Ownership Pattern
• VIO Model Mix
• Distribution Channel and Gross Margin Analysis
• Medium- and Heavy-duty Commercial Vehicle Aftermarket Opportunity Areas

Saudi Arabia and South Africa Industry Outlook, 2023

• Regional Outlook
• Aftermarket Dashboard
• Aftermarket Outlook-Revenue by Parts Type
• VIO Ownership Pattern
• VIO Model Mix
• Distribution Channel and Gross Margin Analysis
• Medium- and Heavy-duty Commercial Vehicle Aftermarket Opportunity Areas

Growth Opportunity Universe

• Growth Opportunity 1-Digitization of Parts and Services
• Growth Opportunity 2-Fleet Data and Connectivity
• Growth Opportunity 3-Remanufacturing

Key Conclusions and Future Outlook

• Key Conclusions and Future Outlook
• List of Exhibits
• Legal Disclaimer