2025-2030 年北美中型商用车 EST 市场

车辆系统日益复杂和卡车数量老化将推动2030年卡车转型成长

北美中重型商用车EST市场正经历温和而持续的成长，这主要得益于一些有趣的行业动态，例如车辆复杂性的不断提升、对车辆效率和燃油经济性的日益关注、对综合车队管理套件的需求不断增长，以及对降低运营成本的日益重视。重型卡车是运输和物流领域不可或缺的一部分，随着先进电子系统和远端资讯处理的集成，其复杂性也日益提升。这种发展趋势要求使用先进的诊断软体进行诊断和维修，以优化车辆性能。

北美的法规环境在塑造市场方面也发挥关键作用。美国环保署 (EPA) 标准等严格的排放气体法规正促使车队营运商采用先进的诊断工具来满足合规要求。市场成长轨迹表明，在技术创新、监管压力以及对更有效率车队管理解决方案的需求的推动下，市场将稳步成长。

该市场的特点是OEM)和售后市场公司实力雄厚，而且越来越多的欧洲软体供应商进入北美市场。主要的原始设备OEM和一级供应商包括康明斯、戴姆勒北美卡车公司、沃尔沃集团（包括沃尔沃卡车和马克卡车）、佩卡公司（包括彼得比尔特汽车公司和肯沃斯卡车公司）和纳威司达国际公司。主要的售后市场参与者包括诺瑞贡系统公司 (Noregon Systems, Inc.)、Snap-on Inc.、TEXA SpA、Autel Intelligent Technology Corp. Ltd.、Cojali USA 和 Launch Tech。

该研究还强调了新兴趋势，例如云端基础的解决方案、商店自动化解决方案、模组化、产品客製化以及有望推动产业发展的产品和服务技术。主要市场参与企业正专注于创新经营模式、云端基础的解决方案与远端资讯处理、行动应用程式和人工智慧诊断的整合。

该研究彻底检视了关键市场指标，并从 EST 使用情况、市场预测、收益、 OEM和售后市场占有率等各个方面提供了宝贵的见解。它还透过多方面的分析深入探讨了潜在的成长机会，并帮助行业利益相关人员识别不同的收益来源并制定量身定制的策略来利用它们。

目录

中大型商用车EST市场的转型

• 为何成长变得越来越困难？
• The Strategic Imperative 8（TM）
• 三大策略要务对中大型 CV EST 市场的影响

生态系统

北美售后市场范围 - 概述

• 6-8 级 VIO市场占有率（按OEM和车型年份）
• 卡车OEM市场占有率（按类别）

成长动力 – EST​​ 市场摘要

• 成长指标：基于PC的软体
• 成长指标：手持式诊断工具
• 成长指标：整个 EST 市场
• 成长动力
• 成长抑制因素
• 推动 EST 市场成长的关键趋势
• EST 市场的主要趋势
• 市场产品：主要OEM EST 解决方案
• 市场供应：主要售后市场和一级解决方案
• EST 客户细分
• 北美独立维修店提供的典型服务
• 影响独立工厂转型的因素
• 重型卡车维护时间表
• EST技术蓝图
• 客户群采用的顶级 EST 工具
• 预测考虑因素
• 连网卡车：EST 软体市场规模
• EST 使用单位 - 预测与分析，北美
• EST 单位渗透率预测： OEM与售后市场
• EST软体收益预测
• 收益预测分析
• 市场占有率分析 – OEM与售后市场
• 市场占有率分析 - OEM和 Tier I
• 市场占有率分析 - 售后市场供应商
• 市场占有率分析 - EST 市场、 OEM和售后市场

EST解决方案分析

• 竞争对手解决方案基准化分析： OEM比较
• 竞争对手解决方案的基准化分析：售后市场比较
• 典型的OEM软体功能可访问性
• 经营模式- OEM比较
• 经营模式- 售后市场比较
• OEM解决方案产品比较基准化分析
• 售后解决方案产品比较基准化分析
• 主要售后市场 EST 产品的定价模式
• 定价模式- IAM 与OEM硬体、软体和捆绑产品：定价分析
• 主要OEM EST 产品的定价模式
• 主要售后市场 EST 产品的定价模式
• 价格趋势及预测分析

主要供应商简介

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

成长机会宇宙

• 成长机会1：远端资讯处理集成
• 成长机会2：车间自动化服务
• 成长机会3：技术员即服务

附录与后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 附件列表
• 免责声明

Vehicle Systems' Increasing Complexity and an Aging Truck Population will Drive Transformational Growth by 2030

The North American medium and heavy-duty commercial vehicle (CV) electronic service tools (EST) market is experiencing gradual and sustained growth, driven by interesting industry dynamics, such as advancements in vehicle complexity, a growing focus on vehicle efficiency and fuel economy, the increasing demand for a well-rounded fleet management package, and a heightened focus on reducing operational costs. Heavy-duty trucks, which are integral to the transportation and logistics sectors, are becoming more complex with the integration of advanced electronic systems and telematics. This evolution necessitates the use of sophisticated diagnostics software for diagnosis and repair for optimal vehicle performance.

North America's regulatory environment also plays a pivotal role in shaping the market. Stringent emissions regulations, such as the US Environmental Protection Agency's (EPA) standards, encourage fleet operators to adopt advanced diagnostic tools to meet compliance requirements. The market's growth trajectory suggests steady growth, driven by technological innovations, regulatory pressures, and the need for more efficient fleet management solutions.

The market is characterized by a heavy presence from both OEMs and aftermarket companies, along with a growing number of software providers from Europe who are expanding in the North American market. Key OEMs and Tier Is are Cummins, Daimler Trucks North America, Volvo Group (including Volvo Trucks and Mack Trucks), PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company), and Navistar International Corporation. Key aftermarket participants are Noregon Systems, Inc., Snap-on Inc., TEXA S.p.A., Autel Intelligent Technology Corp. Ltd., Cojali USA, and Launch Tech.

This study also highlights emerging trends such as cloud-based solutions, shop automation solutions, modularity, and product customization, as well as products and technicians as a service, which promise to take the industry forward. Leading market participants are focusing on innovative business models, the integration of cloud-based solutions and telematics, mobile apps, and AI-powered diagnostics.

The study thoroughly examines critical market indicators, offering valuable insights across various dimensions, including EST units in use, market forecast, revenue, and OEM and aftermarket market shares, among other key parameters. The study also delves into potential avenues for expansion through a multifaceted analysis, assisting industry stakeholders in formulating tailored strategies to identify and capitalize on diverse revenue streams.

The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Innovative Business Models

Why

• The market is moving from a hardware and software-only bundled model to a product-as-a-service (PaaS) model where companies integrate disparate products into a service suite that targets and provides solutions to fleets, service technicians, and shop managers as a comprehensive maintenance service package.

Frost Perspective

• The shift to PaaS will witness major transformations in solutions offerings, including Norogen Systems' introduction of technician as a service (TaaS), which multiple vendors and dealerships across the region will adopt. Software licenses will be integrated with service costs to ensure the continued use of comprehensive solutions from the vendor.

Disruptive Technologies

Why

• The real-world challenges faced by EV trucks have rendered HD EVs currently impractical. As a result, fleets are increasingly opting for alternative fuel engines, necessitating the development of new and more complex diagnostics tools, resulting in significant technological disruptions.

Frost Perspective

• Despite decreased traction in the HD EV segment, companies are expected to have EV diagnostic tool capabilities. Technology disruption is imminent, and vendors should adopt diagnostics tools in alternative fuel engines, powertrains, and battery systems.

Competitive Intensity

Why

• The nature of the market favors engine manufacturers, OEMs, and aftermarket diagnostics vendors. Competition outside this is virtually non-existent, while innovative business models might keep telematics and fleet management vendors interested in this space.

Frost Perspective

• The competitive dynamics between OEMs and aftermarket vendors have changed considerably in the last 5 years, as the average age of the truck population in the region is increasing steadily, leading to increased competitive potential for aftermarket vendors.

Competitive Environment

Number of Competitors: Approximately 10+ major competitors

Competitive Factors: Technology development, product pricing, customer support and service, distributor network, marketing and offers

Key End-user Industry Verticals: Commercial trucking, transport and logistics, construction, distribution, long-haul trucking

Leading Companies: OEMs and engine manufacturers: Cummins, Daimler, Volvo, Paccar, Navistar

Aftermarket companies: Noregon Systems, Snap-on Inc., Cojali USA, Autel, TEXA

Distribution Structure: Direct sales, OEM dealerships, distributor workshops, marketplaces

Recent Developments: Cummins' increased focus on hydrogen fuel; Mitchell 1's collaboration with NEXIQ to streamline truck-service diagnostic information; Noregon Systems' partnership with ZF for EST tools

Key Competitors

• Daimler Trucks North America
• Volvo Group (including Volvo Trucks and Mack Trucks)
• PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company)
• Navistar International Corporation
• Cummins Inc.
• Bosch Automotive Service Solutions Inc.
• Bendix Corporation
• Knorr-Bremse
• Noregon Systems, Inc.
• Snap-on Inc. Incorporated
• TEXA S.p.A.
• Autel Intelligent Technology Corp., Ltd.
• Cojali USA
• Launch Tech
• ANCEL
• NEXAS

Growth Drivers

Stringent Emission Regulations:

Increasingly stringent emission regulations, such as EPA emissions standards, drive the demand for advanced diagnostic tools to monitor emissions and ensure compliance.

Rising Complexity of Truck Systems:

Modern heavy-duty truck engines are equipped with complex electronic systems and components, making diagnosis and repair more challenging.

Growing Demand for Fleet Management Solutions:

Providing real-time monitoring, diagnostics, and remote programming capabilities allows fleet managers to optimize fleet performance, minimize downtime, and reduce operational costs.

Safety and Compliance:

Complying with regulatory standards is paramount in the heavy-duty trucking industry. EST tools ensure vehicle safety by performing comprehensive diagnostics, monitoring critical systems, and detecting potential safety issues.

Focus on Vehicle Efficiency and Fuel Economy:

Identifying fuel-wasting issues and implementing fuel-saving measures help fleet operators enhance their bottom lines.

Growth Restraints

Integration Issues:

Compatibility and integration issues with existing vehicle systems and software can pose challenges, particularly for older truck models.

High Initial Investment and Upkeep Costs:

Hardware tools' ongoing maintenance and calibration costs and software's yearly license renewals can entail substantial costs, impacting long-term affordability.

Market Saturation:

In a relatively consolidated ecosystem, engine manufacturers and established third-party vendors dominate the market. New competition from new-age technology companies is lacking.

Product Commoditization:

Product standardization from OEMs and third-party vendors is leading to market saturation.

Resistance to Change:

Traditional maintenance practices and resistance to adopting new technologies can be barriers among small independent shops.

Table of Contents

Transformation in the Medium and Heavy-duty CV EST Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Ecosystem

• Definition
• Scope of Analysis
• Key Questions This Study Will Answer
• Competitive Environment
• Key Competitors
• Key Findings-Aftermarket
• Key Findings-OEMs and Tier Is

North American Aftermarket Scope-Overview

• Class 6-8 VIO Market Share by OEM and Age
• Truck OEM Market Share by Class

Growth Generator-EST Market Summary

• Growth Metrics: PC-based Software
• Growth Metrics: Handheld Diagnostic Tools
• Growth Metrics: Total EST Market
• Growth Drivers
• Growth Restraints
• Top Trends Driving EST Market Growth
• Key Trends in the EST Market
• Market Offering: Key OEM EST Solutions
• Market Offering: Key Aftermarket and Tier I Solutions
• EST Customer Segments
• Common Services Offered by Independent Repair Workshops in NA
• Factors Influencing the Transition to Independent Workshops
• Heavy-duty Truck Maintenance Timeline
• EST Technology Roadmap
• Primary EST Tools Adopted by Customer Segments
• Forecast Considerations
• Connected Trucks: EST Software Market Size
• EST Units in Use-Forecast and Analysis, North America
• EST Unit Penetration Forecast: OEM Versus Aftermarket
• EST Software Revenue Forecast
• Revenue Forecast Analysis
• Market Share Analysis-OEM Versus Aftermarket
• Market Share Analysis-OEMs and Tier Is
• Market Share Analysis-Aftermarket Vendors
• Market Share Analysis-Total EST Market, OEM and Aftermarket

EST Solution Analysis

• Competitor Solution Benchmarking: OEM Comparison
• Competitor Solution Benchmarking: Aftermarket Comparison
• Typical OEM Software Feature Accessibility
• Business Model-OEM Comparison
• Business Model-Aftermarket Comparison
• Benchmarking OEM Solution Delivery Comparison
• Benchmarking Aftermarket Solution Delivery Comparison
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Model-IAM Versus OEM Hardware, Software, Bundled Offering: Pricing Analysis
• Pricing Model of Key OEM EST Offerings
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Trends and Forecast Analysis

Key Supplier Profiles

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

Growth Opportunity Universe

• Growth Opportunity 1: Telematics Integration
• Growth Opportunity 2: Shopfloor Automation Services
• Growth Opportunity 3: Technician as a Service

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer