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市场调查报告书
商品编码
1892096
全球中重型商用车售后市场策略分析(2025)Strategic Analysis of the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket, 2025 |
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全球经济策略规划将推动卡车售后市场实现变革性成长,预计2025年零件收入将成长4.3%。
2024年,由于中型(MD)和重型(HD)卡车销售下滑,全球商用车市场面临巨大逆风,这一趋势持续到2025年上半年。美国卡车替换零件售后市场受到一系列挑战带来的经济不确定性的不利影响,这些挑战包括美国的贸易和关税政策、更严格的排放气体法规、通货膨胀上升、供应链中断以及消费者支出下降。
2024年,全球中型和重型卡车在运作车辆总数(VIO)为4,980万辆,许多车队仍在使用旧车辆。卡车零件收入主要来自引擎和变速箱系统、暖通空调(HVAC)和温度控管系统、燃油管理组件、感测器、排气系统、轮胎和润滑油。
由于各国政府支持以其他方式稳定国内经济,预计到 2025 年,整个售后市场将成长 4.3%。儘管面临全球挑战,但中国、印度和一些拉丁美洲国家等市场正呈现稳定成长,显示货运和卡车运输产业前景光明。
弗若斯特沙利文发布的《2025年全球轻型和重型商用车售后市场分析报告》对2024年至2030年进行了预测,重点关注关键零部件类别和成长机会。报告着重分析了2024年影响全球轻型和重型商用卡车售后市场的关键趋势和成长机会。展望范围涵盖北美、拉丁美洲、欧洲、亚太地区以及中东和非洲,并重点分析了主要贡献市场。
市场预测基于多个参数,例如平均里程、车辆登记量 (VIO)、新车销售、车龄、更换率、特定区域的营运环境等。每个区域分析都包括对售后市场规模、车辆登记量、新车销售、收入和分销管道趋势的分析和数据。
其他见解包括新兴的售后市场趋势、主要 OEM 和零件供应商的活动、经销商和零售商的策略,以及原始设备服务 (OES) 和独立售后市场 (IAM) 服务管道的成长机会。
报告摘要:
中型和重型商用车售后市场
随着车辆老化和技术进步推动对替换零件和互联服务的需求,全球中重型商用车售后市场正在经历变革时期。预计到2025年,该市场将以每年4.3%的速度成长,达到约1594亿美元。成长的驱动因素包括车辆保有量的增加、利用远端资讯处理技术进行预测性维护,以及亚太和拉丁美洲物流活动的增加。向软体定义和电动化商用车的转型正在改变服务模式,而独立的售后市场通路正与整车製造商(OEM)网路同步扩张。
主要市场趋势与洞察:
市场展望:
预计2024年至2030年间,全球重型和中型商用车售后市场收入将超过2,120亿美元,复合年增长率约为5.7%。新兴地区汽车保有量不断成长,市场扩张最为显着;而成熟市场则专注于数位化服务整合和先进的维护解决方案。
市场概况 - 中重型商用车售后市场,2025 年
在全球经济不确定性下,中重型商用车售后市场仍保持强劲动能。全球中重型卡车的平均车龄超过12年,这推动了商用车售后市场对维护和更换零件的稳定需求。车队营运商希望透过投资优质零件来延长车辆使用寿命并优化运转率。
按地区划分:
商用车售后市场对远端资讯处理和人工智慧驱动的预测性维护的日益普及,正在重新定义服务模式,使车队能够减少停机时间并降低维护成本。
2025年中重型商用车售后市场收入预测
全球中重型商用车售后市场预计将从 2024 年的约 1,528.6 亿美元成长到 2030 年的 2,129.1 亿美元,2024 年至 2030 年的复合年增长率将达到 5.7%。
主要地区的复合年增长率预测如下:
分析范围-中重型商用车售后市场,2025 年
本报告的范围仅限于中型(MD)和重型(HD)商用车售后市场,重点关注以下几个方面:
研究週期为2023年至2030年,以2024年为基准年。收入计算包括售后零件销售额,但通常不包括业务收益(除非另有说明)。值得注意的是,所有财务数据均以製造商为单位进行计量,并以美元计价,以确保市场比较的一致性。
2025年中重型商用车售后市场区隔分析
按零件类别:
按分销管道:
按地区划分(2025 年预测):
竞争格局-中重商用车售后市场,2025 年
中重型商用车售后市场的特点是整合程度不断提高、数位转型和跨产业伙伴关係日益增加:
Measured Global Economic Ventures are Driving Transformational Growth in the Trucking Aftermarket, Leading to 4.3% Growth in Parts Revenue in 2025
The global commercial vehicle market faced significant headwinds in 2024, with declining sales in the medium-duty (MD) and heavy-duty (HD) truck segments. This trend continued into the first half of 2025. Economic uncertainty, exacerbated by trade and tariff policies in the United States, stricter emission standards, rising inflation, supply chain disruptions, and reduced consumption, among other challenges, adversely affected the global truck replacement parts aftermarket.
The overall vehicles-in-operation (VIO) of the MD and HD trucks segments stood at 49.8 million units globally in 2024, with many fleets retaining older vehicles. The majority of truck parts revenue came from engine and transmission systems; heating, ventilation, and air conditioning (HVAC) and thermal management systems; fuel management components; sensors; exhaust systems; tires; and lubricants.
The overall aftermarket is projected to grow by 4.3% in 2025, supported by countries pursuing alternative paths to ensure domestic economic stability. Despite global challenges, markets such as China, India, and select Latin American countries are showing steady growth, indicating a positive outlook for the freight and trucking sectors.
This Frost & Sullivan analysis of the 2025 global MD and HD commercial vehicle aftermarket provides forecasts for 2024 to 2030, identifying major parts categories and key growth opportunities. It identifies key trends and growth opportunities that impacted the 2024 global MD and HD truck aftermarket. The outlook covers the geographic regions of North America, Latin America, Europe, Asia-Pacific, and the Middle East and Africa, highlighting major contributor markets.
Market forecasts are based on multiple parameters, including average miles driven, VIO, new truck sales, vehicle age, replacement rates, and region-specific operating environments. Each regional analysis includes analysis and data on aftermarket size, VIO, new truck sales, revenues, and distribution channel dynamics.
Additional insights include emerging aftermarket trends, major OEM and parts supplier activities, distributor and retailer strategies, and growth opportunities across both original equipment service (OES) and independent aftermarket (IAM) service channels.
Report Summary:
Medium & Heavy-Duty Commercial Vehicle Aftermarket Market
The global medium & heavy-duty commercial vehicle aftermarket is entering a transformation phase as aging vehicle fleets and technological advancements drive demand for replacement parts and connected services. By 2025, the market is projected to grow by 4.3% year-over-year, reaching an estimated USD 159.4 billion. Growth is fueled by rising fleet retention rates, telematics-enabled predictive maintenance, and increased logistics activity in Asia-Pacific and Latin America. The shift to software-defined and electrified commercial vehicles is reshaping service models, while independent aftermarket channels expand alongside OEM networks.
Key Market Trends & Insights:
Market Outlook:
Global medium & heavy-duty commercial vehicle aftermarket revenues are expected to grow at a CAGR of approximately 5.7% from 2024 to 2030, reaching over USD 212 billion. Market expansion is strongest in emerging regions with growing fleets, while mature markets focus on digital service integration and advanced maintenance solutions.
Market Overview - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The medium & heavy-duty commercial vehicle aftermarket remains resilient amid global economic uncertainties. The average age of medium and heavy trucks globally exceeds 12 years, stimulating steady demand for maintenance and replacement parts within the commercial vehicle aftermarket sector. Fleet operators are extending vehicle lifecycles and investing in high-quality parts to optimize operational uptime.
Regionally:
The increasing adoption of telematics and AI-powered predictive maintenance within the commercial vehicle aftermarket is redefining service models, enabling fleets to reduce downtime and decrease maintenance costs.
Revenue Forecast - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The global medium & heavy-duty commercial vehicle aftermarket market is forecast to grow from approximately USD 152.86 billion in 2024 to reach USD 212.91 billion by 2030, at a robust compound annual growth rate (CAGR) of 5.7% over the 2024-2030 period.
Key regional CAGR projections include:
Scope of Analysis - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
This report's scope specifically covers the medium-duty (MD) and heavy-duty (HD) commercial vehicle aftermarket market, focusing on:
The study period spans from 2023 to 2030, with 2024 as the base year. Revenue calculations include aftermarket parts sales but generally exclude service revenues unless explicitly stated. Importantly, all financial data is measured at the manufacturer level and reported in US dollars to maintain consistency in market comparisons.
Segmentation Analysis - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
By Component Category:
By Distribution Channel:
By Region (2025 Forecast):
Competitive Landscape - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The medium & heavy-duty commercial vehicle aftermarket is characterized by increasing consolidation, digital transformation, and cross-industry partnerships: