2025年全球非公路设备产业展望

经济不确定性推动顾客行为的变化，鼓励相关人员之间的合作

俄乌衝突和贸易战带来的经济不确定性，正在对非公路设备产业的原始设备製造商业务、供应商信心以及消费者的购买决策产生重大影响。虽然这些挑战预计将减缓经济復苏，但政府投资计画、补贴和双边贸易协定预计将推动市场逐步​​復苏。

在全球范围内，价格敏感型客户预计将转向租赁等替代设备选择。已宣布计划在美国设立製造厂的原始设备製造商正在扩大产能，以维持成长和贸易关係。然而，预计中长期来看，这将对销售产生正面影响。

双边贸易协定和巴西与墨西哥、加拿大与欧洲、印度与欧洲等国家之间的贸易加强可能会鼓励相关人员之间的扩张与合作。全球非公路设备行业市场预计将出现低速至中速成长，因为多种市场趋势正在推动该行业朝着积极的方向发展。

数位化解决方案、机械控制技术以及对整个建筑价值链关键机械资讯的即时存取的进步，将改善承包商的采购决策。建筑和采矿业的数位化互联市场将成为全球建筑和采矿设备销售的关键驱动力。

研究涵盖2024年至2025年，以2024年为基准年，2025年为预测期。目标产业包括施工机械、矿山机械和农业机械。目标地区涵盖六个区域：美国、拉丁美洲、欧洲、亚洲（印度、中国）、澳洲和世界其他地区。

三大策略问题对非公路设备产业的影响

地缘政治动盪

• 为什么
• 俄罗斯与乌克兰衝突和贸易战造成的经济不确定性对原始设备製造商的业务、供应商信心和消费者的购买决策产生了重大影响。
• 预计这些挑战将减缓经济復苏，但政府投资计画、补贴和双边贸易协定可能会导致市场逐步復苏。
• 弗罗斯特的观点
• 已宣布计划在美国推出製造厂的原始设备製造商正在扩大生产能力以维持成长和贸易关係，但预计中长期将对销售产生积极影响。
• 双边贸易协定和国家之间贸易的加强，例如巴西和墨西哥、加拿大和欧洲以及印度和欧洲，预计将促进相关人员之间的扩展和合作。

产业融合

• 为什么
• 非公路设备产业的相关人员可能会采取策略来应对短期挑战。
• 注重成本的买家和主要市场两位数的销售额下滑可能会鼓励相关人员捆绑服务并与其他参与企业伙伴关係。
• 弗罗斯特的观点
• 原始设备製造商、供应商、新兴企业、金融机构和租赁公司之间的伙伴关係将支持进一步扩张并维持成长。
• 垂直整合拓宽了产品系列，并为最终客户提供一站式解决方案。

竞争激烈程度

• 为什么
• 电气化、自动化等领域的新技术不断影响着产业。
• 脱碳、连结性和全通路方法正在带来一波新进入者和非进入者的浪潮，从而扰乱非公路生态系统。
• 弗罗斯特的观点
• 预计该策略协同将提供低成本的解决方案，消除客户的犹豫。
• 原始设备製造商与解决方案提供者之间以及原始设备製造商与承包商之间的收购和合资企业可能会在短期内激增，以确保特定应用领域的成长。

目录

分析亮点

• 非公路设备销售
• 运作的非公路用车数量 EIO
• 各地区 OEM 销售额
• 值得关注的热门产业需求指标
• 对紧凑型设备的需求
• 互联解决方案的激增
• 租赁需求
• 透过租赁通路拓展业务
• 小型飞机需求不断成长
• 努力实现采矿业脱碳
• 专注于替代动力传动系统
• 自主和电子机械改造

调查概述

• 研究期
• 实施领域
• 地理覆盖范围
• 基准年
• 预测期

2024年非公路设备产业：预测与业绩

2025年的五大预测

• 设备多功能性、总拥有成本和运输便利性
• 贯穿整个价值链的普遍连接
• 建筑业和采矿业的脱碳
• 多行业协同
• 使用租赁设备

2024 年值得关注的收购

主要 OEM/供应商伙伴关係

战略问题

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大战略要务对非公路设备产业的影响
• 加速成长机会成长管道引擎

调查范围

• 分割
• 成长环境
• 各地区收益成长

宏观经济因素

• 全球趋势概览
• 十大成长机会
• 2025 年十大趋势
• 全球GDP成长概况
• 全球趋势一：GDP成长率
• 成长机会1：全球GDP成长
• 趋势二：通货膨胀和利率
• 成长机会2：通货膨胀和利率
• 趋势三：石油市场
• 成长机会3：石油市场
• 趋势四：劳动市场
• 成长机会4：劳动市场
• 趋势五：美国与黄金
• 成长机会五：美国和黄金
• 趋势六：北美
• 成长机会6：北美
• 趋势七：拉丁美洲
• 成长机会#7：拉丁美洲
• 趋势8：西欧
• 成长机会8：西欧
• 趋势九：中东
• 成长机会9：中东
• 趋势 10：亚洲
• 成长机会10：亚洲
• 地区和国家列表（2025年）

热门趋势

• 趋势一：小型设备需求
• 趋势二：互联解决方案的激增
• 趋势三：租赁设备需求
• 趋势四：关注替代动力传动系统
• 趋势五：自动驾驶与电气化改装
• 区域趋势的影响

市场指标

• 各地区销售
• 各部门收益及预测
• 按地区分類的运作设施

区域分析：美国

• 美国
• 供应商分析

区域分析：拉丁美洲

• 拉丁美洲
• 供应商分析

区域分析：欧洲

• 欧洲
• 供应商分析

区域分析：亚太地区

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

结论与未来展望

成长机会宇宙

• 成长机会一：透过租赁管道拓展业务
• 成长机会二：开发小型设备的需求
• 成长机会三：努力实现采矿业脱碳

附录与后续步骤

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

Shifting Customer Behaviors Spurred by Economic Uncertainties Will Drive Collaboration Among Stakeholders

Economic uncertainties caused by the Russo-Ukraine conflict and trade wars have significantly affected OEM operations, supplier confidence, and consumer purchase decisions in the off-highway equipment industry. While these challenges are expected to delay economic recovery, government investment programs, subsidies, and bilateral trade agreements are expected to initiate a gradual market recovery.

The global scenario is anticipated to push price-sensitive customers to resort to alternative equipment utilization, such as rentals. OEMs that announced plans to launch manufacturing plants in the United States are expanding capacities to sustain growth and trade relations. However, the positive impact on sales is projected in the medium to long term.

Bilateral trade agreements and the strengthening of trade between countries such as Brazil-Mexico, Canada-Europe, and India-Europe are likely to drive expansion and collaboration among stakeholders. Globally, low to moderate growth is expected in the off-highway equipment market as several marketplace trends push the industry in a positive direction.

The evolution of digital solutions, machine control technologies, and real-time access to key machine information across the construction value chain will improve purchasing confidence among contractors. A digitally connected marketplace in the construction and mining industries will be a key driver for construction and mining equipment sales worldwide.

The study period is 2024-2025, with 2024 as the base year and 2025 as the forecast period. The practice areas are construction, mining, and agricultural equipment. The six regions covered are the United States, Latin America, Europe, Asia (India and China), Australia, and the Rest of the World.

The Impact of the Top 3 Strategic Imperatives on the Off-Highway Equipment Industry

Geopolitical Chaos

• Why
• Economic uncertainties caused by the Russo-Ukraine conflict and trade wars have significantly affected OEM operations, supplier confidence, and consumer purchase decisions.
• While these challenges are expected to delay economic recovery, government investment programs, subsidies, and bilateral trade agreements are likely to initiate a gradual market recovery.
• Frost Perspective
• OEMs that announced plans to launch manufacturing plants in the United States are expanding capacities to sustain growth and trade relations. However, the positive impact on sales is expected in the medium to longer term.
• Bilateral trade agreements and the strengthening of trade between countries, such as Brazil-Mexico, Canada-Europe, and India-Europe, are anticipated to drive expansion and collaboration among stakeholders.

Industry Convergence

• Why
• Off-highway industry stakeholders will likely adopt measures to counter short-term challenges.
• Cost-conscious buyers and a double-digit decline in unit sales in key markets will push stakeholders to bundle services and form partnerships with cross-industry participants.
• Frost Perspective
• Partnerships between OEMs, suppliers, start-ups, financial institutions, and rental companies will support further expansion and sustain growth.
• Vertical integration will broaden the product portfolio and enable one-stop solutions for end customers.

Competitive Intensity

• Why
• New technologies are continuously impacting the industry in fields such as electrification and automation.
• Decarbonization, connectivity, and an omnichannel approach have brought in a wave of both new and cross-industry participants that are disrupting the off-highway ecosystem.
• Frost Perspective
• Strategic synergies are expected to offer low-cost solutions to alleviate customer hesitance.
• Acquisitions and joint ventures between OEMs and solution providers, as well as OEMs and contractors, respectively, will surge in the short term to secure growth in specific applications.

Table of Contents

Analysis Highlights

• Off-highway equipment unit sales
• Off-highway equipment in operation EIO
• Original equipment manufacturer OEM revenue by region
• Demand metrics for top trend areas in focus
• Compact equipment demand
• Proliferation of connected solutions
• Rental equipment demand
• Pursue business expansion through rental channels
• Explore compact equipment demand
• Implement decarbonization initiatives in mining
• Focus on alternate powertrains
• Retrofitting autonomous and electric

Research Overview

• Study period
• Practice Areas
• Geographic Scope
• Base year
• Forecast period

The 2024 Off-Highway Equipment Industry: Forecast vs. Actual

Top 5 Predictions for 2025

• Equipment versatility, total cost of ownership, and easier transportation
• Proliferation of connectivity across the value chain
• Decarbonization in construction and mining
• Synergies across multiple verticals
• Rental equipment utilization

Notable Acquisitions in 2024

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

Research Scope

• Segmentation
• Growth Environment
• Revenue Growth by Region

Macroeconomic Factors

• Overview of Global Trends
• Top 10 Growth Opportunities
• Top 10 Trends for 2025
• Global GDP Growth Snapshot
• Trend 1: Global GDP Growth
• Growth Opportunity 1: Global GDP Growth
• Trend 2: Inflation and Interest Rates
• Growth Opportunity 2: Inflation and Interest Rates
• Trend 3: Oil Markets
• Growth Opportunity 3: Oil Markets
• Trend 4: Labor Market
• Growth Opportunity 4: Labor Market
• Trend 5: US Dollar and Gold
• Growth Opportunity 5: US Dollar and Gold
• Trend 6: North America
• Growth Opportunity 6: North America
• Trend 7: Latin America
• Growth Opportunity 7: Latin America
• Trend 8: Western Europe
• Growth Opportunity 8: Western Europe
• Trend 9: Middle East
• Growth Opportunity 9: Middle East
• Trend 10: Asia
• Growth Opportunity 10: Asia
• List of Countries by Region, 2025

Top Trends

• Trend 1: Compact Equipment Demand
• Trend 2: Proliferation of Connected Solutions
• Trend 3: Rental Equipment Demand
• Trend 4: Focus on Alternate Powertrains
• Trend 5: Retrofitting Autonomous and Electric
• Impact of Trends by Region

Market Metrics

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

Regional Analysis: The United States

• The United States
• Vendor Analysis

Regional Analysis: Latin America

• Latin America
• Vendor Analysis

Regional Analysis: Europe

• Europe
• Vendor Analysis

Regional Analysis: APAC

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

Conclusions and Future Outlook

Growth Opportunity Universe

• Growth Opportunity 1: Pursue Business Expansion Through Rental Channels
• Growth Opportunity 2: Explore Compact Equipment Demand
• Growth Opportunity 3: Implement Decarbonization Initiatives in Mining

Appendix & Next Steps

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