2024 年全球非公路设备产业展望

专注于设备服务和维护，透过数位解决方案创造成长机会

在本次分析中，Frost & Sullivan 涵盖非公路设备产业，重点在于农业、建筑和采矿应用。涵盖地区包括美国、欧洲（欧盟和英国）、亚洲（中国和印度）、澳洲、拉丁美洲和世界其他地区。研究期间为2023-2024年，其中2023年为基准年，2024年为预测年。

据我们分析，今年产业面临诸多挑战。在疫情后的復苏过程中，持续不断的俄罗斯-乌克兰战争和以色列-哈马斯战争正在严重影响供应链。在克服了美国和欧洲等关键地区的供应链问题后，OEM已经清理了订单。然而，利率恢復的延迟和通货膨胀给关键客户群购买设备带来了不确定性和犹豫。

OEM、经销商、维护和服务供应商正在更新他们的策略，以适应客户的短期思维。在供应方面，OEM、经销商和供应商正在进行近岸製造以稳定供应链。在需求方面，B2B 和 B2C 客户群正在透过再製造零件来延长设备的使用寿命，并透过改装来更新功能。 Frost & Sullivan 预计这将增加相关人员对该技术的兴趣，并推动针对设备闸道的增强。

中国、欧洲和中东的区域挑战正在推动OEM和供应商进一步拓展北美和拉丁美洲市场。此外，对业务和解决方案数位化的需求不断增长，正在推动新一波Start-Ups提供客製化服务。 OEM和Start-Ups之间的策略协同效应将支持数位科技领域的扩张。自动化因其门槛低、投资收益率高而成为非公路设备产业重点关注的领域。

政府激励措施和官民合作关係将使OEM能够专注于扩大其电池製造地。垂直整合扩大了产品系列，并为最终客户提供一站式解决方案。 Frost & Sullivan 期待建立策略合作伙伴关係，提供低成本自主解决方案和自动化，以解决客户在该领域的犹豫。

该分析详细介绍了过去几年的相关行业趋势，包括趋势、着名参与企业、合作伙伴亮点、按地区和应用分類的销售和收益预测，以及您可以考虑增加收益的机会，透过讨论向相关人员提供见解。

目录

成长环境

• 非公路设备产业，2023 年 - 预测与实际
• 主要发现 - 2024 年 5 大预测
• 非公路设备产业（按地区）
• 按收益分類的区域分析
• 2023 年的重大收购
• 主要OEM/供应商合作伙伴

策略要务

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对非公路设备产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

2024 年世界经济展望

• 2024 年十大趋势
• 2024 年十大成长机会
• 世界GDP成长率－从2023年的3.0%降至2024年的2.6%，主要经济体失去成长动力，世界经济成长逐渐放缓。
• 通膨与利率－消费者物价指数持续下降，2024年下半年已开发国家转向降息
• 货币趋势 - 美元将在 2024 年上半年保持强势，新兴市场中转将从 2024 年第三季开始上涨
• 石油业-OPEC+第一季将减产，非OPEC将增产
• 劳动市场 - 失业率温和上升以及对市场情绪的积极预期支持保障劳动力
• 关键矿产供应－经济弹性的需要加强了跨国和跨产业合作
• 北美 - 由于可自由支配支出下降和利率上升，经济放缓
• 西欧－通膨逆风逐渐缓解，成长温和復苏
• 中东—经济多元化带来的非石油成长抵消了全球石油市场放缓带来的反弹
• 亚洲－新兴经济体驱动成长动力，财政措施支持中国经济復苏
• 2024 年国家名单

调查范围和细分

• 调查范围
• 非公路设备的分类

趋势

• 主要趋势
• 趋势 1 – OEM自主解决方案
• 趋势2－自主改装
• 趋势3－农业和建设业的移动机器人
• 趋势 4 – 车队管理与维护
• 趋势 5 - 「始终在线」连接推动卫星物联网
• 趋势六—混合动力传动系统
• 趋势7——电动取力器
• 各地区趋势的影响

产业分析

• 销量（按地区）
• 收益预测（按细分市场）
• 按地区分類的运作数量

分析：按地区 - 美洲

• 美国
• 供应商分析 - 北美
• 拉丁美洲
• 供应商分析 - 拉丁美洲

分析：按地区 - 欧洲

• 欧洲
• 供应商分析 - 欧洲

分析：按地区 - 亚太地区

• 中国
• 印度
• 农业拖拉机供应商分析 - 印度
• 澳洲
• 供应商分析 - 亚太地区和世界其他地区

成长机会宇宙

• 成长机会 1 - 推广连网型解决方案并确保因销售收缩而导致的设备可用性
• 成长机会2 -改装普及：连网型、电气、半自动化
• 成长机会 3 – 农业和建筑领域的设备和流程自动化

结论

下一步

Higher Focus on Equipment Services and Maintenance through Digital Solutions Enables Growth Opportunities

In this analysis, Frost & Sullivan covers the off-highway equipment industry, focusing on agriculture, construction, and mining applications. The geographic scope is global, including the United States, Europe (the European Union and the United Kingdom), Asia (China and India), Australia, Latin America, and the Rest of the World. The study period is 2023-2024, with 2023 as the base year and 2024 as the forecast year.

Our analysis shows that the industry faces many challenges this year. Occurring amid a post-pandemic rebound, the ongoing Russo-Ukrainian and Israel-Hamas wars have severely impacted supply chains. After overcoming supply chain issues in major regions such as the United States and Europe, original equipment manufacturers (OEMs) have fulfilled order backlogs. However, the lag in interest rate recovery and inflation is causing uncertainty and hesitance in equipment purchasing for major customer groups.

OEMs, dealerships, maintenance, and service providers are updating strategies to accommodate customers' short-term mindset. On the supply side, OEMs, dealers, and suppliers are nearshoring manufacturing to stabilize the supply chain. On the demand side, business-to-business and business-to-consumer customer groups are extending equipment life through remanufactured components and updating functions through retrofits. Frost & Sullivan expects this to increase technology focus among stakeholders, targeting equipment gateways to enhance their functions.

Regional challenges in China, Europe, and the Middle East have caused OEMs and suppliers to expand further into the North and Latin American markets. In addition, the increasing demand to digitize operations and solutions has allowed a new wave of start-ups to provide customized offerings. Strategic synergies between OEMs and start-ups will support their expansion into digital technology spaces. Due to minimal barriers and high return on investments, automation will be a focus area in the off-highway equipment industry.

Government incentives and public-private partnerships will allow OEMs to focus on expanding their battery manufacturing footprint. Vertical integration will broaden the product portfolio and enable one-stop solutions for end customers. Frost & Sullivan anticipates strategic partnerships to offer low-cost autonomous solutions and automation to alleviate customer hesitance in this space.

This analysis offers stakeholders insights by detailing relevant industry developments in the last few years; highlighting trends, notable participants, and partnerships; providing unit sales and revenue forecasts by region and application; and discussing opportunities they can explore to generate revenue.

Table of Contents

Growth Environment

• The 2023 Off-highway Equipment Industry-Forecast vs. Actual
• Key Findings-Top 5 Predictions for 2024
• Off-highway Equipment Industry by Region
• Regional Analysis by Revenue
• Notable Acquisitions in 2023
• Key OEM/Supplier Partnerships

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

2024 Global Economic Outlook

• Top 10 Trends for 2024
• Top 10 Growth Opportunities for 2024
• Global GDP Growth-Mild Global Growth Slowdown from 3% in 2023 to 2.6% in 2024 as Key Economies Lose Growth Momentum
• Inflation and Interest Rates-Headline Inflation to Continue Declining; H2 2024 Shift Toward Rate Cuts for Advanced Economies
• Currency Trajectory-Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Receive Boost from Q3 2024 Onwards
• Oil Industry-Q1 OPEC+ Oil Production Cuts; Non-OPEC Production to Increase
• Labor Market-Moderate Unemployment Uptick; Positive Expectations Regarding Market Sentiment to Support Labor Hoarding
• Critical Mineral Supplies-Need for Economic Resiliency Will Bolster Cross-border and Cross-industry Partnerships
• North America-Economic Slowdown amid Discretionary Spending Pullback and Elevated Interest Rates
• Western Europe-Moderate Growth Pick-up as Inflation Headwinds Gradually Ease; Rebuilding Fiscal Buffers to Take Precedence
• The Middle East-Non-oil Growth Driven by Economic Diversification to Limit the Pullback Caused by a Slowdown in Global Oil Markets
• Asia-Emerging Economies to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery
• List of Countries, 2024

Research Scope and Segmentation

• Research Scope
• Off-highway Equipment Classification

Trends

• Top Trends
• Trend 1-OEM Autonomous Solutions
• Trend 2-Autonomous Retrofits
• Trend 3-Mobile Robots for Agriculture and Construction
• Trend 4-Fleet Management and Maintenance
• Trend 5-'Always-on' Connectivity Drives Satellite IoT
• Trend 6-Hybrid Powertrains
• Trend 7-Electric PTO
• Impact of Trends by Region

Industry Analysis

• Unit Sales by Region
• Revenue Forecast by Segment
• Equipment in Operation by Region

Analysis by Region - The Americas

• United States
• Vendor Analysis-North America
• Latin America
• Vendor Analysis-Latin America

Analysis by Region-Europe

• Europe
• Vendor Analysis-Europe

Analysis by Region-Asia-Pacific

• China
• India
• Agricultural Tractor Vendor Analysis-India
• Australia
• Vendor Analysis-Asia-Pacific and the Rest of the World

Growth Opportunity Universe

• Growth Opportunity 1-Sales Contraction to Push Connected Solutions, Ensuring Equipment Availability
• Growth Opportunity 2-The Uptake of Retrofitting: Connected, Electric, and Partial Automation
• Growth Opportunity 3-Equipment and Process Automation in Agriculture and Construction

Conclusions

• Conclusions

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer