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市场调查报告书
商品编码
1190420
联网卡车市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)Connected Truck Market - Growth, Trends, and Forecasts (2023 - 2028) |
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联网卡车市场在基准年的价值为 209.4 亿美元，预计在未来五年内将达到 537.2 亿美元，收入的复合年增长率为 17%。
COVID-19 大流行期间的製造停工、停工和贸易限制对铰接式卡车行业产生了不利影响。 此外，汽车产量下降和劳动力短缺对市场产生了重大影响。 随着汽车销量在 COVID-19 案件有限的国家稳步增长，汽车製造商正在重新开始运营，预计市场将在未来几年復苏。 此外，为了与汽车行业关键领域的客户保持连续性，製造商正在实施应急计划以减轻未来业务的不确定性。
从中期来看，电子商务行业的兴起以及物联网在卡车运输行业中的应用（远程监控车队的性能、预测性维护和燃油效率）将推动互联卡车市场的增长。看来。 通过互联卡车技术，车队运营商希望优化燃料、维护和司机工资等因素，这些因素合计占总拥有成本的 60% 以上。
随着各国打造智能道路和智能城市，不断发展的技术进步让车队经理认为他们需要互联卡车。 市场最新趋势包括人工智能、自动驾驶技术、3D打印及其对全球物流业的影响和价值主张。
越来越多地在卡车中使用远程信息处理技术也是主要的市场趋势之一。 预计未来五年内全球将有超过 3500 万辆卡车联网。
市场上的主要参与者正在建立新的合作伙伴关係并推出新产品，以满足对互联卡车不断增长的需求。 例如：
主要亮点
- Daimler Trucks Europe 推出了一种新的充电管理解决方案，该解决方案集成到梅赛德斯奔驰 eActros 电动卡车的 FleetBoard 应用程序中。 充电管理解决方案由位于葡萄牙里斯本的 Digital Product Studio tb.lx 开发。
- Bosch Mobility Solutions India Ltd 和 PTV Group 签署了一项新的合作伙伴关係，旨在为物流行业的互联移动开发尖端解决方案，以实现可持续发展、更环保的未来。 两家公司还将在印度互联物流行业联合开展政府项目。
北美被公认为世界上最大的联网卡车市场，原因有很多，包括先进的互联网连接、商用车辆中越来越多地使用物联网和远程信息处理，以及物流公司的数字化程度不断提高。
欧洲是互联卡车增长最快的市场，因为车队所有者越来越多地采用物联网和远程信息处理技术来进行远程车队监控。
联网卡车市场趋势
商用车市场对远程信息处理的需求和使用不断扩大，推动了互联卡车市场的发展
远程信息处理在开发高效供应链物流和车队管理的独特解决方案方面发挥着关键作用。 远程信息处理提供实时可见性和数据，以优化程序和流程、保持产品完整性、优化保质期并减少整个供应链中的损失和保险风险。
远程信息处理正在成为商业物流和供应链中的一个重要组成部分，以解决围绕安全和法规遵从、服务商监控、保险和基础设施的关键挑战。
远程信息处理解决方案集成了实时路况更新、智能路线引导和跟踪、发生事故或故障时的快速路边援助、自动通行费支付和保险远程信息处理等功能。 因此，它对于优化车辆运行指标至关重要，例如降低燃料成本、资源优化和实时连接。
由于 COVID-19 流行病和网上购物的增加，电子商务行业的增长也极大地促进了对联网卡车不断增长的需求。 据估计，2021年电商行业总收入将达到5.2万亿美元，较2020年同比增长22.66%。 许多电子商务公司经营自己的物流业务，并订购了大量联网卡车。 这将使联网卡车能够远程监控，以实现安全、车辆性能、燃油经济性、驾驶员行为和预测性维护等目的。
例如：
- 2022 年 10 月，亚马逊宣布将在未来五年内在欧洲投资 10 亿欧元用于电动货车、卡车和低排放包装中心。 这些车辆还将配备远程信息处理等下一代互联技术。 该公司的目标是将其电动汽车和联网货车车队从 3,000 辆增加到 10,000 辆。 它还计划在整个欧洲部署 1,500 辆大型电动卡车，用于中英里交付。
- 2021 年 11 月，亚马逊从 CNH Industrial 的子公司依维柯订购了 1,064 辆配备天然气发动机的“S WAY”卡车。 这辆卡车在欧洲使用，并预装了 IVECO Driver Pal，这是一种集成了亚马逊 Alexa 语音识别功能的车载连接系统。
公司正在投入巨资升级远程信息处理技术并在商用车辆中安装远程信息处理设备。 例如：
- 2022 年 3 月，Navistar 在其 6-8 类国际卡车和 IC 公交车辆（包括电动车型）的整个产品组合中製定了新车远程信息处理设备标准。
- 2022 年 1 月，Volkswagen SE 商用车子公司 Traton SE 旗下的瑞典商用车製造商 Scania AB 将为其在欧洲销售的所有商用车配备智能速度辅助解决方案。为了遵守新的欧盟法规，要求
由于技术进步，预计汽车行业将增加联网卡车的采用。 联网卡车有望在自动驾驶卡车的先驱中发挥关键作用，从而为汽车製造商提供机会，但有限的网络基础设施可能会在未来几年阻碍联网卡车市场的发展。
例如：
- 2022 年 10 月，宜家与自动驾驶卡车初创公司 Kodiak Robotics 合作，在美国德克萨斯州达拉斯测试和部署自动驾驶卡车用于宜家送货。
基于上述所有因素，远程信息处理技术的日益普及和来自电子商务公司的大量车辆订单预计将在未来五年内推动联网卡车市场的增长。
北美和欧洲将在互联卡车市场增长中发挥关键作用
从地域上看，欧洲和北美占据了互联卡车市场的主要份额，因为这些地区汽车行业的扩张正在增加互联卡车的数量。
由于高采用率和基础设施改进，预计发达地区的联网卡车在未来五年内将实现显着增长。 驾驶时的安全意识和政府安全法规加强了汽车行业，从而在预测期内推动了这些地区的互联卡车市场。 北美一家大型电信公司正在与一家领先的互联卡车公司合作，以扩大其产品组合。 例如：
- 2022 年 10 月，联网卡车服务的领导者和北美最大的公私称重站旁路网络运营商 Drivewyze 将与电信巨头 Verizon Connect 合作，为 Verizon Connect Reveal 客户提供 Drivewyze 称重站旁路和 Drivewyze 集成访问 Safety+ 服务。
在亚太地区，联网商用车越来越多地使用远程信息处理和车队管理解决方案，促使原始设备製造商和技术製造商开发一系列联网车辆解决方案，从而导致未来五年联网卡车的需求有望快速增长。
除了电动汽车，中国政府还关注多项先进的汽车技术，例如 ADAS 功能。 因此，中国主要汽车製造商正在通过引入新的 2 级和 3 级 ADAS 功能来更新其产品组合。
例如：
- 2022 年 7 月，东风乘龙 H5 获得中国首张重型自动驾驶卡车牌照。 乘龙H5的远程驾驶系统运行在中国移动的5G网络上。
预测技术领域的努力，例如在轻型和重型商用车中引入远程信息处理和 ADAS（高级驾驶员辅助系统），预计将在未来五年内促进市场的增长。
联网卡车市场的竞争分析
互联卡车市场主要由少数全球参与者主导，例如 Daimler Truck SE、Traton SE、Tata Motors Ltd、Volvo Trucks Corporation 和 PACCAR。 这些参与者还通过合资、併购、新产品发布和产品开发来扩大其品牌组合併巩固其市场地位。
例如：
- 2022 年 9 月，Tata Motors 推出了具有 ADAS 功能的最新版 Prima 卡车系列。 Tata Prima 是印度推出的第一款支持 ADAS 的卡车。
- 2022 年 8 月，领先的车队和资产管理解决方案提供商 MiX Telematics 宣布与 Hino Trucks 建立合作伙伴关係。 该合作伙伴关係有望为北美运营日野卡车的 MiX 客户提供丰富的数据集，为有关车辆维护、安全、效率和合规性的智能决策提供信息。。
- 2022 年 5 月，沃尔沃卡车和 DHL 合作在北美试行了枢纽到枢纽的自动驾驶卡车运输服务。 该服务面向托运人、承运人、物流服务提供商和货运经纪人。
- 2022 年 3 月，Daimler India Commercial Vehicles 以 BharatBenz 品牌製造和销售卡车和公共汽车，并且是 Daimler Truck SE 的全资子公司，将为其全球产品组合开发可扩展的数字连接创新。正式推出 Daimler Truck印度创新中心 (DTICI)，一个全资拥有的孵化器
其他好处
- Excel 格式的市场预测 (ME) 表
- 3 个月的分析师支持
内容
第1章介绍
- 调查先决条件
- 调查范围
第2章研究方法论
第 3 章执行摘要
第4章市场动态
- 市场驱动因素
- 市场製约因素
- 产业吸引力 - 波特五力分析
- 新进入者的威胁
- 买方/消费者议价能力
- 供应商的议价能力
- 替代品的威胁
- 竞争公司之间的敌对关係
第 5 章市场细分（价值基础：十亿美元）
- 车辆类型
- 轻型商用车
- 大型商用车
- 通信距离
- 短程专用通信 (ADAS)
- 长距离通信（远程信息处理控制单元）
- 沟通方式
- 车对车 (V2V)
- 车对车 (V2C)
- 车对车 (V2I)
- 地区
- 北美
- 美国
- 加拿大
- 其他北美地区
- 欧洲
- 德国
- 英国
- 法国
- 意大利
- 西班牙
- 其他欧洲地区
- 亚太地区
- 中国
- 印度
- 日本
- 韩国
- 其他亚太地区
- 世界其他地方
- 南美洲
- 中东和非洲
- 北美
第6章竞争格局
- 供应商市场份额
- 公司简介
- Robert Bosch GmbH
- Continental AG
- Denso Corporation
- Aptiv Global Operations Limited
- ZF Friedrichshafen AG
- NXP Semiconductors NV
- Magna International Inc.
- Sierra Wireless
- Mercedes-Benz Group AG
- AB Volvo
- Harman International
第7章 市场机会与今后动向
The connected truck market was valued at USD 20.94 billion in the base year, and it is projected to reach USD 53.72 billion in the next five years, registering a CAGR of 17% in terms of revenue.
Manufacturing shutdowns, lockdowns, and trade restrictions during the COVID-19 pandemic negatively affected the connected truck industry. Furthermore, the fall in automotive production and lack of labor significantly impacted the market. As automotive manufacturers resumed operations due to steadily rising automobile sales in countries with a limited number of COVID-19 cases, the market is likely to recover in the next few years. Furthermore, the manufacturers are implementing contingency plans to mitigate future business uncertainties to retain continuity with clients in the critical sectors of the automobile industry.
Over the medium term, the rise of the e-commerce industry and the application of IoT in the trucking industry to monitor fleets remotely for the sake of performance, predictive maintenance, and fuel efficiency is likely to boost the growth of the connected trucks market. Through connected truck technology, fleet operators are anticipating optimizing factors, such as fuel, maintenance, and wages of drivers, which together contribute more than 60% of the total cost of ownership.
Growing technological improvements are pushing fleet managers to believe that connected trucks are necessary, as different countries are making smart roads and smart cities. Some of the latest trends in the market are artificial intelligence, autonomous technologies, 3D printing, and their impact and value proposition to the global logistics industry.
The increasing use of telematics in trucks is also one of the significant trends in the market. Within the next five years, more than 35 million trucks globally are expected to be connected.
Key players in the market are forming new partnerships and launching new products to cater to the increasing demand for connected trucks. For instance,
Key Highlights
- Daimler Trucks Europe launched the new Charge Management Solution and integrated it into the FleetBoard application for Mercedes Benz eActros electric trucks. The Charge Management Solution was developed by Digital Product Studio tb.lx in Lisbon, Portugal.
- Bosch Mobility Solutions India Ltd and PTV Group signed a new partnership to develop cutting-edge solutions for connected mobility in the logistics space for a sustainable, eco-friendly, and greener future. The two companies will also jointly pursue government projects in the connected logistics industry in India.
North America is identified as the largest market for connected trucks in the world due to a variety of factors like well-developed internet connectivity, growing usage of IoT and telematics in commercial fleets, and the rising digitization of logistics companies.
Europe is the fastest growing market for connected trucks due to the increasing application of IoT and telematics to monitor the fleets by fleet owners remotely.
Connected Truck Market Trends
Growing Demand and Use of Telematics in the Commercial Vehicle Market to Drive the Connected Truck Market
Telematics plays a significant role in developing unique solutions for efficient supply chain logistics and fleet management. Telematics provides real-time visibility and data to optimize procedures and processes, maintain product integrity, optimize shelf-life, and reduce losses and insurance risks across the supply chain.
Telematics is becoming a critical component in commercial logistics and supply chains because it addresses key challenges related to safety and regulatory compliance, driver monitoring, insurance, and infrastructure.
Telematics solutions integrate capabilities like live traffic updates, smart routing and tracking, rapid roadside assistance in case of accidents or breakdowns, automatic toll transactions, and insurance telematics. Therefore, they are critical to optimizing the operational metrics of fleets, such as fuel cost reduction, resource optimization, and real-time connectivity.
The growing e-commerce sector, owing to the COVID-19 pandemic and the increase in online shopping, also significantly contributed to the growing demand for connected trucks. According to some estimates e-commerce industry in 2021 reached total sales of USD 5.2 trillion, posting a Y-o-Y increase of 22.66% over 2020. Many e-commerce companies have in-house logistics operations and are ordering large fleets of connected trucks. This enables them to monitor connected trucks remotely for the purposes of safety, fleet performance, fuel efficiency, the behavior of drivers, and predictive maintenance.
For instance,
- In October 2022, Amazon announced it to invest EUR 1 billion in electric vans, trucks, and low-emission package hubs across Europe, over the next five years. These vehicles also feature next-generation connected technologies like telematics. The company aims to increase its fleet of electric and connected vans from 3000 to 10000. The company also plans to deploy 1500 heavy-duty electric trucks in Europe for middle-mile deliveries.
- In November 2021, Amazon ordered 1064 natural gas-powered trucks S WAY from Iveco, a subsidiary of CNH Industrial. The trucks are used in Europe and are pre-installed with IVECO Driver Pal, an onboard connectivity system featuring integrated voice recognition capabilities from Amazon Alexa.
Companies are spending huge amounts of money on making telematics technology more advanced and integrating telematics devices in commercial vehicles. For instance,
- In March 2022, Navistar installed a telematics device as standard on all new builds of the complete Class 6-8 International Truck and IC Bus vehicle product portfolios, including electric models.
- In January 2022, Scania AB, the Swedish commercial manufacturer which is a part of Traton SE, the commercial vehicle subsidiary of Volkswagen SE, selected global navigations company HERE Technologies to implement HERE ISA Map solution in the infotainment systems of its next-generation vehicles to comply with the new EU law, which has made it mandatory for all the commercial vehicles sold in Europe to be fitted with intelligent speed assistant solutions.
The automotive industry is projected to see an increase in the adoption of connected trucks due to technological advancements in the automotive industry. Connected trucks are expected to play a significant role in the development of autonomous trucks, thereby providing opportunities for automotive manufacturers, even though the limited network infrastructure is expected to be a significant factor that is likely to hinder the connected truck market over the next few years.
For instance,
- In October 2022, IKEA teamed up with autonomous truck startup Kodiak Robotics to test and deploy autonomous trucks for IKEA's deliveries in Dallas, Texas, and United States.
Based on all the above factors, the growing usage of telematics and the large fleet orders from e-commerce companies are expected to drive the growth of the connected trucks market over the next five years.
North America and Europe are Playing Key Role in the Connected Truck Market Growth
Geographically, Europe and North America hold the major shares of the connected truck market, owing to the expansion of the automotive sector in these regions, leading to an increase in the number of connected trucks.
Connected trucks in the developed regions are anticipated to register significant growth over the next five years due to higher adoption rates and improved infrastructure. Awareness of safety while driving and government safety regulations are empowering the automotive industry, thereby driving the connected truck market in these regions during the forecast period. Major telecom companies across North America are partnering with leading connected truck companies truck to expand their product portfolios. For instance,
- In October 2022, Drivewyze, the leader in connected truck services and operator of the largest public-private weigh station bypass network in North America, partnered with telecom major Verizon Connect to provide Verizon Connect Reveal customers with integrated access to Drivewyze weigh station bypass and Drivewyze Safety+ services.
The demand for connected trucks in Asia-Pacific is anticipated to grow rapidly over the next five years as OEMs and technology manufacturers are developing various connected vehicle solutions, owing to the increase in the use of telematics and fleet management solutions for connected commercial vehicles in the region.
The Chinese government is focusing on several advanced vehicles technology, like ADAS features, along with electric mobility. With that, major automakers in the country are updating their portfolio with the introduction of the new level 2 and level 3 ADAS features.
For instance,
- In July 2022, the Dongfeng Chenglong H5 received the license for its first heavy-duty autonomous truck in China. The Chenglong H5's remote driving system runs on China Mobile's 5G network.
Initiatives toward the predictive technology sector, such as implementing telematics and advanced driver assistance system in light and heavy commercial vehicles, are likely to contribute to the growth of the market over the next five years.
Connected Truck Market Competitive Analysis
The connected truck market is majorly dominated by a few global players, which include Daimler Truck SE, Traton SE, Tata Motors Ltd, Volvo Trucks Corporation, and PACCAR. These players also engage in joint ventures, mergers and acquisitions, new product launches, and product development to expand their brand portfolios and cement their market positions.
For instance,
- In September 2022, Tata Motors launched the latest versions of the Prima truck range equipped with ADAS features. Tata Prima is the first ADAS-enabled truck to be launched in India.
- In August 2022, MiX Telematics, a leading provider of fleet and asset management solutions, announced its partnership with Hino trucks. This partnership is expected to provide MiX customers in North America that operate Hino trucks with rich data sets, informing intelligent decision-making regarding vehicle maintenance, safety, efficiency, and compliance.
- In May 2022, Volvo Trucks and DHL teamed up to pilot a hub-to-hub autonomous trucking service in North America. This service is designed to serve shippers, carriers, logistics service providers, and freight brokers.
- In March 2022, Daimler India Commercial Vehicles, which manufactures and sells trucks and buses under the BharatBenz brand and is a wholly owned subsidiary of Daimler Truck SE, officially launched the Daimler Truck Innovation Center India (DTICI), a fully-owned incubator to develop scalable digital connectivity innovations for the company's global product portfolio.
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
TABLE OF CONTENTS
1 INTRODUCTION
- 1.1 Study Assumptions
- 1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
- 4.1 Market Drivers
- 4.2 Market Restraints
- 4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Threat of New Entrants
- 4.3.2 Bargaining Power of Buyers/Consumers
- 4.3.3 Bargaining Power of Suppliers
- 4.3.4 Threat of Substitute Products
- 4.3.5 Intensity of Competitive Rivalry
5 MARKET SEGMENTATION (Market Size by Value - USD Billion)
- 5.1 Vehicle Type
- 5.1.1 Light Commercial Vehicles
- 5.1.2 Heavy Commercial Vehicles
- 5.2 Range
- 5.2.1 Dedicated Short-range Communication (ADAS)
- 5.2.2 Long-range (Telematics Control Unit)
- 5.3 Communication Type
- 5.3.1 Vehicle-to-vehicle (V2V)
- 5.3.2 Vehicle-to-cloud (V2C)
- 5.3.3 Vehicle-to-infrastructure (V2I)
- 5.4 Geography
- 5.4.1 North America
- 5.4.1.1 United States
- 5.4.1.2 Canada
- 5.4.1.3 Rest of North America
- 5.4.2 Europe
- 5.4.2.1 Germany
- 5.4.2.2 United Kingdom
- 5.4.2.3 France
- 5.4.2.4 Italy
- 5.4.2.5 Spain
- 5.4.2.6 Rest of Europe
- 5.4.3 Asia-Pacific
- 5.4.3.1 China
- 5.4.3.2 India
- 5.4.3.3 Japan
- 5.4.3.4 South Korea
- 5.4.3.5 Rest of Asia-Pacific
- 5.4.4 Rest of the World
- 5.4.4.1 South America
- 5.4.4.2 Middle-East and Africa
- 5.4.1 North America
6 COMPETITIVE LANDSCAPE
- 6.1 Vendor Market Share
- 6.2 Company Profiles*
- 6.2.1 Robert Bosch GmbH
- 6.2.2 Continental AG
- 6.2.3 Denso Corporation
- 6.2.4 Aptiv Global Operations Limited
- 6.2.5 ZF Friedrichshafen AG
- 6.2.6 NXP Semiconductors NV
- 6.2.7 Magna International Inc.
- 6.2.8 Sierra Wireless
- 6.2.9 Mercedes-Benz Group AG
- 6.2.10 AB Volvo
- 6.2.11 Harman International
