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1876853

乘用车和轻型商用车车队服务售后市场的机会：北美和欧洲（2024-2030 年）

Opportunities in the Fleet Services Aftermarket for Passenger Cars and Light Commercial Vehicles, North America and Europe, 2024-2030

出版日期: 2025年09月26日 | 出版商:

Frost & Sullivan | 英文 70 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

北美和欧洲的数位化价值链转型推动了远端资讯处理技术主导的车队维护售后市场成长。

弗若斯特沙利文的这份报告分析了北美和欧洲的汽车车队维护售后市场。主导互联、自动化、共用和服务化（CASE）驱动的变革性大趋势、欧洲日益紧张的地缘政治局势以及价值链内日益激烈的竞争，正透过远端资讯处理和互联技术推动汽车车队维护售后市场的数位转型。该研究探讨了售后市场策略，并量化了传统和新兴/先进售后车队管理细分市场中定期和非定期服务的收入。传统车队服务包括预防性维护、维修服务、保固和召回管理、道路救援系统（RSA）、原厂配套维护、零件和库存管理以及轮胎和燃油管理。新兴或先进车队服务包括远端资讯处理和车队管理软体、驾驶员培训和安全计划、环境合规、转售和处置服务、诊断和行动维护服务、金融产品以及CASE服务。该报告还量化了汽车车队维护售后市场中替换需求的潜在收入。本报告重点关注北美地区的乘用车和轻型卡车（1-3级）以及欧洲地区的多用途车、运动型多用途车、厢型车和皮卡（AF级）。研究估算并预测了多个更换类别的收入，包括电池、煞车零件、滤清器、雨刷、引擎油、起动马达/发电机、转向和悬吊系统以及暖通空调（HVAC）系统。报告也量化了2030年的潜在更换需求。本报告阐述了影响汽车车队维护售后市场的关键趋势、价值链参与者的各种策略、新兴经营模式和获利路径。

本报告检验了推动和限製成长的因素，指出了产业变革带来的机会，并概述了市场参与企业和相关人员可以利用的各种可能性。基准年为2024年，预测期间为2030年。

三大关键策略挑战对车队服务售后市场的影响

变革性大趋势

原因

互联、自主、共享和电动（CASE）技术正在透过影响营运策略、提高效率和实现新的经营模式来重塑车队维护售后市场。

弗罗斯特的观点

远端资讯处理整合、预测性维护计划、维护的「优步化」以及新兴车队不断演变的维护服务模式等关键因素将继续推动车队维护售后市场的变革。

地缘政治动盪

原因

中东及週边地区日益紧张的地缘政治局势正在扰乱供应链，增加成本，并迫使企业转变营运策略。

弗罗斯特的观点

汽车售后市场必须重新思考其供应链和分销模式，以适应脆弱的经济状况，同时保持高度的价格意识。

竞争加剧

原因

受市场成长、技术进步和成本压力的推动，车队维护售后市场的竞争日益激烈，迫使供应商提供客製化、经济高效的解决方案以保持竞争力。

弗罗斯特的观点

拥抱永续发展趋势并拓展行动维护服务的公司，将在不断变化的环境中占据有利地位，并获得竞争优势。

分析范围

目标区域

北美洲（美国和加拿大）
欧洲（奥地利、比利时、克罗埃西亚、捷克、丹麦、芬兰、法国、德国、希腊、匈牙利、爱尔兰、义大利、卢森堡、荷兰、挪威、波兰、葡萄牙、罗马尼亚、斯洛伐克、西班牙、瑞典、瑞士、土耳其、英国）
调查期间：2024-2030年
基准年：2024年
预测期：2025-2030年
货币：美元。所有收入均以製造商定价（MLP）报价。

主要竞争对手

北美洲
- Geotab
- Verizon Connect
- FleetNet America
- Omnitracs
- MiX Telematics
- Jiffy Lube Fleet Services
- Spiffy
- Trimble
- Fleet Complete
- Holman Fleet Services
- Zonar
- Corporate Fleet Services
- Asset Works Inc
- T-Mobile USA, Inc
- AFC - Automotive Finance Corp
- Managed Mobile, Inc
- LA Fleet Care, Inc
- Wisdom and Authority Title Solutions LLC
- Wilmar Inc
- Fleet One, LLC
- Enterprise Fleet Management
- Amerit Fleet Solutions
欧洲
- Targa Telematics
- Arval
- ALD Automotive
- LeasePlan
- Alphabet
- Athlon
- Viasat
- Webfleet Solutions (TomTom)
- Fleet Complete
- MiX Telematics
- Geotab
- Zonar
- Fleetcor
- Ctrack
- Teletrac Navman
- TomTom Telematics
- ProFleet
- Carglass
- Fleet Management Solutions
- Agero
- Samsara
- Wheels

成长要素

共用出行与商用车使用量的成长：共乘、汽车共享和租赁服务的需求不断增长，显着提高了车队运转率。营运密度的提高意味着维护需求的增加和更频繁的保养週期，这使得共用出行成为车队维护售后市场最强劲的驱动因素之一。
整合远端资讯处理和联网汽车技术：远端资讯处理系统能够实现更智慧、更即时的车队诊断和预防性维护警报。这并非昙花一现的趋势，而是预测性维护解决方案和新型服务模式的核心驱动力，有助于提升整个车队的效率和运转率。
车队电气化：向电动车 (EV) 的转型正在重塑维护需求，降低了对传统服务（例如换油）的需求，同时催生了新的服务类别。车队营运商正稳步投资于可随时投入电动车的车辆，使电气化成为市场长期结构性驱动力。
按需行动维护服务：为减少停机时间并提高营运灵活性，向敏捷行动维护解决方案的转变正在推动对现场服务供应商的需求，尤其是在都市区和高运作环境中。
拓展服务网络和策略合作伙伴关係：为了提高营运效率并确保更广泛的服务覆盖，车队营运商正在拓展与第三方维修服务商、经销商网路和独立维修店的合作关係。这种协作方式正在提升服务可用性并提高市场效率。

成长限制因素

熟练技术人员短缺：合格技术人员长期短缺导致人事费用增加和维修时间延长。
零件和人事费用上涨：通货膨胀和供应链中断正在推高成本，并给车队维护预算带来压力。
经济不确定性：经济状况的波动迫使车队推迟或限制维修支出，因为公司只优先考虑必要的支出。
车队维修的复杂性：管理多种车辆类型和平台的维护工作，会使计画安排和遵守 OEM 指南变得复杂，从而造成效率低下。
来自独立售后市场供应商的竞争：独立供应商透过提供有竞争力的价格和灵活的服务模式，正在获得市场份额，这对传统的OEM厂商和现有服务供应商构成了挑战。

竞争环境

竞争对手数量
- 价值链中的多方相关人员生态系统
竞争因素
- 成本、性能、进度、支援、技术、可靠性、客户关係
主要终端用户产业
- 汽车、共享、最后一公里物流、配送等。
主要竞争对手
- LeasePlan、Arval（法国巴黎银行集团）、Verizon Connect、Trimble
其他主要竞争对手
- Omnitracs、Alphabet、Geotab、Webfleet Solutions 等。
流通结构
- 直接向OES、IAM和车队销售
重大併购
- ALD Automotive将于2023年收购LeasePlan；Wheels将于2023年与Donlen和LeasePlanUSA合併；Solera将于2021年收购Omnitracs；普利司通将于2021年收购Azuga。

主要发现 – 车队管理服务售后市场
主要发现—售后维修和保养市场
乘用车和轻型商用车车队服务售后市场的关键机会概述
乘用车和轻型商用车的车队渗透率
售后车队维护与管理服务在车队车辆资讯系统（Fleet VIO）的渗透率
北美和欧洲车队服务售后市场收入
至2024年，影响北美和欧洲汽车保养及售后服务市场的关键趋势
新的区域趋势
车队管理公司售后市场策略
车队服务售后市场的OEM售后服务策略（2024）
车队服务售后市场的OEM商业化战略（2024年）

车队服务售后市场成长驱动因素

传统售后市场车队管理服务
预防性保养售后服务
车队维护售后市场领先的维修方法
北美车辆维修售后市场及替换零件收入
欧洲汽车维修售后市场及替换零件收入
北美车队每辆车的更换零件支出
欧洲车辆每辆车的更换零件支出
北美和欧洲车队服务售后市场的保固、忠诚度和奖励计划（2024 年）
道路救援系统(RSA) 车队服务售后市场策略
北美和欧洲车队售后服务市场的零件更换和库存管理公司
车队维护售后市场的零件和库存管理策略及建议
车队服务售后市场的OEM通路活动
车队维护售后市场的通路策略
车队维护售后市场的轮胎和燃油管理服务
传统售后市场车队管理服务在北美和欧洲的渗透
传统售后市场车队管理服务收入*
北美传统售后市场车队管理服务的未来
欧洲传统售后车队管理服务的未来

车队服务售后市场成长驱动因素

新兴/先进的售后市场车队管理服务
车载资讯服务与车队管理软体
驾驶员培训和安全计划
环境合规、转售和处置服务
诊断和行动维护服务
2024年北美和欧洲汽车售后市场诊断和移动维护服务
面向汽车维修售后市场的金融产品与服务
2024年北美和欧洲按金融工具分類的车队维护售后市场机会
车队维护售后市场的互联、自主、共享和电气化 CASE 服务
车队维护售后市场的 CASE 策略
北美和欧洲新兴及先进的售后市场车队管理服务的渗透
来自新兴/发展中的售后市场车队管理服务的收入*
北美新兴和先进售后市场车队管理服务的未来
欧洲新兴和先进售后市场车队管理服务的未来
三大预测

发展机会

成长机会 1：电动车 (EV) 服务与维护
成长机会 2：进阶驾驶辅助系统 (ADAS) 模组诊断与校准
成长机会 3：数据驱动的维护解决方案

附录与后续步骤

简介目录

Product Code: PFRJ-41

Digital Value Chain Transformation in North America and Europe Fuels Telematics-Led Growth in the Fleet Maintenance Aftermarket

This Frost & Sullivan study analyzes the automotive fleet service aftermarket in North America and Europe. CASE-driven transformational megatrends, geopolitical escalations in Europe, and rising competitive intensity in the value chain are driving digital transformation through telematics and connected technology in the automotive fleet maintenance aftermarket. This study explores aftermarket strategies and quantifies the size in revenue of scheduled and unscheduled services in the conventional and emerging or advanced aftermarket fleet management segment.. Conventional fleet services include preventive maintenance, repair services, warranty and recall management, roadside assistance (RSA), OE maintenance, parts and inventory management, and tire and fuel management. The emerging or advanced fleet services include telematics and fleet management software, driver training and safety programs, environmental compliance, remarketing and disposal services, diagnostics and mobile maintenance services, financial instruments, and CASE services. This report also quantifies the revenue potential of replacement demand in the fleet maintenance automotive aftermarket, focusing on passenger vehicles and light trucks (classes 1-3) in North America and multi-purpose vehicles, sports utility vehicles, vans, and pickups (classes A-F) in Europe. The study estimates and forecasts revenue across multiple replacement categories such as batteries, brake parts, filters, wipers, engine oil, starters/alternators, steering and suspension, and heating, ventilation, and air conditioning (HVAC). In addition, this deliverable quantifies the replacement potential in 2030. This report identifies key trends shaping the automotive fleet maintenance aftermarket, various strategies of value chain participants, emerging business models, and monetization avenues.

The report examines the factors driving and restraining growth and identifies the opportunities emerging from the changes in this space for market players and stakeholders to leverage. The base year is 2024, and the forecast period is 2030.

The Impact of the Top 3 Strategic Imperatives on the Fleet Services Aftermarket

Transformative Megatrends

Why

Connected, autonomous, shared, and electric (CASE) technologies are reshaping the fleet maintenance aftermarket by influencing operational strategies, improving efficiency, and enabling new business models.

Frost Perspective

Key factors such as telematics integration, predictive maintenance scheduling, the ""uberization"" of maintenance, and evolving service paradigms for emerging vehicle parc will continue to drive changes in the fleet maintenance aftermarket.

Geopolitical Chaos

Why

Escalating geopolitical tensions in the Middle East and surrounding regions are disrupting supply chains, increasing costs, and forcing shifts in operational strategies.

Frost Perspective

The automotive aftermarket will need to rethink supply chain and distribution models while remaining highly price-conscious in order to serve a fragile economy.

Competitive Intensity

Why

Competitive intensity in the fleet maintenance aftermarket is rising, fueled by market growth, technological advancements, and cost pressures. Providers are being compelled to deliver tailored, cost-effective solutions to maintain their position.

Frost Perspective

Companies that embrace sustainability trends and expand mobile maintenance services will be well-positioned to gain a competitive edge in this evolving landscape.

Scope of Analysis

Scope

North America (United States and Canada)
Europe (Austria, Belgium, Croatia, the Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Spain, Sweden, Switzerland, Turkey, and the United Kingdom)
Study period 2024-2030
Base year 2024
Forecast period 2025-2030
Monetary unit US Dollars; all revenues are at manufacturer level price (MLP)

Key Competitors

NORTH AMERICA
- Geotab
- Verizon Connect
- FleetNet America
- Omnitracs
- MiX Telematics
- Jiffy Lube Fleet Services
- Spiffy
- Trimble
- Fleet Complete
- Holman Fleet Services
- Zonar
- Corporate Fleet Services
- Asset Works Inc
- T-Mobile USA, Inc
- AFC - Automotive Finance Corp
- Managed Mobile, Inc
- L.A. Fleet Care, Inc
- Wisdom and Authority Title Solutions LLC
- Wilmar Inc
- Fleet One, LLC
- Enterprise Fleet Management
- Amerit Fleet Solutions
EUROPE
- Targa Telematics
- Arval
- ALD Automotive
- LeasePlan
- Alphabet
- Athlon
- Viasat
- Webfleet Solutions (TomTom)
- Fleet Complete
- MiX Telematics
- Geotab
- Zonar
- Fleetcor
- Ctrack
- Teletrac Navman
- TomTom Telematics
- ProFleet
- Carglass
- Fleet Management Solutions
- Agero
- Samsara
- Wheels

Growth Drivers

Growth of Shared Mobility and Commercial Vehicle Utilization: The rising demand for ride-hailing, car-sharing, and rental services is significantly increasing fleet utilization. This higher operational intensity translates into greater maintenance needs and more frequent service cycles, positioning shared mobility as one of the strongest growth drivers in the fleet maintenance aftermarket.
Integration of Telematics and Connected Vehicle Technologies: Telematics systems are enabling smarter, real-time fleet diagnostics and proactive maintenance alerts. Far from being a passing trend, this is a core driver that underpins predictive maintenance solutions and new service models, improving efficiency and uptime across fleets.
Electrification of Fleets: The transition to electric vehicles (EVs) is reshaping maintenance requirements, creating new service categories while reducing demand for traditional ones such as oil changes. Fleet operators are steadily investing in EV readiness, making electrification a long-term structural driver in the market.
On-Demand and Mobile Maintenance Services: Fleets are increasingly moving toward agile, mobile maintenance solutions to reduce downtime and boost operational flexibility. This shift is fueling demand for service providers capable of delivering at-location support, especially in urban and high-utilization environments.
Expansion of Service Networks and Strategic Partnerships: To streamline operations and ensure coverage across wider geographies, fleet operators are expanding partnerships with third-party maintenance providers, dealership networks, and independent garages. This collaborative approach is strengthening service availability and driving market efficiency.

Growth Restraints

Shortage of Skilled Technicians: A persistent shortage of qualified technicians is increasing labor costs and lengthening repair times.
Rising Costs of Parts and Labor: Inflation and supply chain disruptions are pushing up costs, straining fleet maintenance budgets.
Economic Uncertainty: Fluctuating macroeconomic conditions are causing fleets to delay or limit maintenance spending as companies prioritize only essential expenditures.
Complexity of Maintenance for Diverse Fleets: Managing maintenance for multiple vehicle types and platforms complicates scheduling and compliance with OEM guidelines, creating inefficiencies.
Competition from Independent Aftermarket Providers: Independent providers are capturing market share by offering competitive pricing and flexible service models, challenging traditional OEMs and established service providers.

Competitive Environment

Number of Competitors
- Ecosystem of multiple stakeholders in the value chain
Competitive Factors
- Cost, performance, schedule, support, technology, reliability, customer relationships
Key End-user Industry Verticals
- Automotive, shared, last mile logistics, and delivery, among others
Leading Competitors
- LeasePlan, Arval (BNP Paribas Group), Verizon Connect, Trimble
Other Notable Competitors
- Omnitracs, Alphabet, Geotab, and Webfleet Solutions, among others
Distribution Structure
- Original Equipment Supplier (OES), Independent Aftermarket (IAM), direct to fleet
Notable Acquisitions and Mergers
- ALD Automotive acquired LeasePlan in 2023; Wheels merged with Donlen and LeasePlan USA in 2023; Solera acquired Omnitracs in 2021; Bridgestone acquired Azuga in 2021

Transformation in the Fleet Services Aftermarket

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Fleet Services Aftermarket

Ecosystem in the Fleet Services Aftermarket

Scope of Analysis
Fleet Services Aftermarket Value Chain
Key Competitors*
Fleet Service and Maintenance Aftermarket Value Chain
Overview of Key Aftermarket Fleet Management Services
Key Questions This Research Deliverable Will Address
Competitive Environment

Growth Generator in the Fleet Services Aftermarket

Growth Drivers
Growth Restraints

Growth Generator in the Fleet Services Aftermarket

Key Findings-Fleet Management Services Aftermarket
Key Findings-Repair and Maintenance Services Aftermarket
Overview of Key Opportunities in the Passenger Cars and Light Commercial Vehicles Fleet Services Aftermarket
Fleet Penetration in Passenger Cars and Light Commercial Vehicles Parc
Penetration of Aftermarket Fleet Maintenance and Management Services in Fleet VIO
Fleet Services Aftermarket Revenue, North America and Europe
Key Trends Shaping the North American and European Fleet Maintenance and Services Aftermarket, 2024
Emerging Regional Trends
Fleet Management Companies' Aftermarket Strategy
OEM Aftersales Strategies in the Fleet Services Aftermarket, 2024
OEM Monetization Strategies in Fleet Services Aftermarket, 2024

Growth Generator in Fleet Services Aftermarket

Conventional Aftermarket Fleet Management Services
Preventive Maintenance Services Aftermarket
Key Repair Avenues in the Fleet Maintenance Aftermarket
North American Fleet Maintenance Aftermarket, Replacement Part Revenue
European Fleet Maintenance Aftermarket, Replacement Part Revenue
Spend on Replacement Components per Vehicle in North American Fleets
Spend on Replacement Components per Vehicle in European Fleets
Warranty, Loyalty, and Reward Programs in the Fleet Services Aftermarket, North America and Europe, 2024
Roadside Assistance RSA Services Strategies in the Fleet Services Aftermarket
Replacement Part and Inventory Management Companies in the Fleet Services Aftermarket, North America and Europe
Parts and Inventory Management Strategy and Recommendations for the Fleet Maintenance Aftermarket
OEM Channel Activity in Fleet Services Aftermarket
Distribution Channel Strategies in Fleet Maintenance Aftermarket
Tire and Fuel Management Services in Fleet Maintenance Aftermarket
Penetration of Conventional Aftermarket Fleet Management Services in North America and Europe
Revenue* from Conventional Aftermarket Fleet Management Services
Future of North American Conventional Aftermarket Fleet Management Services
Future of European Conventional Aftermarket Fleet Management Services

Growth Generator in Fleet Services Aftermarket

Emerging/Advanced Aftermarket Fleet Management Services
Telematics and Fleet Management Software
Driver Training and Safety Programs
Environmental Compliance, Remarketing, and Disposal Services
Diagnostic and Mobile Maintenance Services
Diagnostic and Mobile Maintenance Services in Fleet Maintenance Aftermarket, North America and Europe, 2024
Financial Instrument Services in Fleet Maintenance Aftermarket
Opportunities in Fleet Maintenance Aftermarket from Financial Instruments, North America and Europe, 2024
Connected, Autonomous, Shared, and Electric CASE Services in Fleet Maintenance Aftermarket
CASE Strategies in Fleet Maintenance Aftermarket
Penetration of Emerging/Advanced Aftermarket Fleet Management Services in North America and Europe
Revenue* from Emerging/Advanced Aftermarket Fleet Management Services
Future of North American Emerging/Advanced Aftermarket Fleet Management Services
Future of European Emerging/Advanced Aftermarket Fleet Management Services
3 Big Predictions

Growth Opportunity Universe

Growth Opportunity 1: Electric Vehicle EV Service & Maintenance
Growth Opportunity 2: Advanced Driver Assistance Systems ADAS Module Diagnostics and Calibration
Growth Opportunity 3: Data-Driven Maintenance Solutions