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市场调查报告书
商品编码
2007905
智慧运输基础设施市场预测至2034年-按产品类型、解决方案、技术、应用、最终用户和地区分類的全球分析Smart Mobility Infrastructure Market Forecasts to 2034 - Global Analysis By Product Type (Electric Vehicles, Autonomous Vehicles, Connected Vehicles and Mobility-as-a-Service ), Solution, Technology, Application, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2026 年,全球智慧运输基础设施市场规模将达到 232 亿美元,并在预测期内以 16.0% 的复合年增长率增长,到 2034 年将达到 761 亿美元。
智慧运输基础设施是指将数位化解决方案与连网交通网路结合,以提升交通系统的效能、安全性和环境影响。这包括智慧交通控制、电动车充电、综合交通枢纽以及通勤者的即时资讯服务。透过利用物联网、人工智慧和云端平台等技术,城市可以有效缓解交通拥堵、优化出行流程并减少排放气体。此外,它还能促进共享交通模式的发展,支援自动驾驶,并简化数位支付流程。公共和私营部门的合作正在推动道路、通讯和公共交通的升级改造,从而建立能够满足全球不断增长的人口和不断变化的出行需求的灵活系统。
根据国际能源总署(IEA)的数据,到 2023 年,全球对电动车充电基础设施的投资将超过 300 亿美元,这表明支撑智慧运输的数位化和智慧交通系统的发展势头日益强劲。
都市化进程与交通壅塞加剧
城市人口成长和交通拥堵加剧是智慧运输基础设施市场发展的主要因素。随着人口不断涌入都市区,交通系统不堪负荷,导致延误和排放增加。互联交通系统、即时追踪和综合公共交通服务等智慧解决方案能够提高效率并消除瓶颈。政府部门正致力于利用数位技术升级基础设施,以支援更顺畅的出行。这些努力对于维持经济生产力和提高生活品质至关重要。对高效、永续的城市交通系统日益增长的需求,正推动着世界各大城市持续投资智慧运输基础设施。
对资料隐私和网路安全的担忧
对资料保护和网路安全的担忧严重阻碍了智慧运输基础设施的部署。这些系统依赖大量的资料交换,增加了骇客攻击和未授权存取的风险。如果没有足够的安全措施,敏感的用户和营运资讯可能会外洩。维护强大的安全系统需要持续升级和专业人员。遵守资料法规进一步增加了部署的复杂性。这些风险削弱了使用者和相关人员的信任,使他们对采用这些技术犹豫不决。对网路威胁和资料滥用的担忧持续减缓着全球先进出行解决方案的部署。
5G和通讯网路的进步
5G技术和现代化通讯网路的扩展为智慧运输基础设施带来了强劲的成长前景。高速连线能够实现即时资料交换、降低延迟并提高系统效率。这些能力对于自动驾驶汽车、智慧交通管理和连网交通系统等技术至关重要。网路能力的提升加强了车辆与基础设施之间的协调。通讯业者和政府的大量投资正在加速部署。随着通讯网路的日益完善,智慧运输解决方案将变得更加高效和扩充性,从而推动创新,并为全球市场的基础设施发展创造新的机会。
高度依赖先进技术
对先进技术的依赖为智慧运输基础设施市场带来潜在风险。依赖人工智慧、物联网和互联技术的系统可能因故障和组件过时而面临停机风险。频繁的技术创新需要不断升级,从而增加成本和复杂性。对第三方供应商的依赖也可能导致供应炼和相容性问题。不同系统整合方面的挑战会降低效率。这些风险会造成营运不确定性,并可能阻碍智慧运输基础设施计划的长期稳定性和扩充性可能会受到影响。
新冠疫情对智慧运输基础设施市场造成了重大衝击,导致交通运输中断和开发计划延误。旅行限制导致需求下降,进而影响了资金筹措和投资。全球供应链中断也延缓了关键系统的部署。儘管面临这些挑战,疫情加速了出行领域数位化和非接触式技术的应用。各国政府更重视建构具有韧性和高效的交通系统。人们对疫情时代永续性和先进解决方案的日益关注,不仅促进了市场復苏,也为全球智慧运输基础设施的长期发展创造了新的机会。
在预测期内,电动车(EV)细分市场预计将占据最大的市场份额。
在预测期内,受全球向更清洁交通解决方案转型的推动,电动车(EV)预计将占据最大的市场份额。随着电动车普及率的提高,各方关注的焦点集中在充电网路建置、电力系统整合以及能源管理能力的提升。各国政府和私人机构都在大力投资基础设施和配套法规,以促进电动车的使用。智慧运输系统有助于提高充电效率并优化能源消耗。在高度重视永续性和强大的政策支持下,电动车必将继续在全球智慧运输基础设施领域中占有重要地位。
在预测期内,政府和城市基础设施领域预计将呈现最高的复合年增长率。
在预测期内,政府和城市基础设施领域预计将呈现最高成长率,这主要得益于智慧城市计画投资的增加和公共交通系统升级。政府部门正在部署智慧交通管理、互联互通的交通解决方案和数位化框架,以改善城市交通。对永续性、安全性和资源高效利用的重视正在推动大规模基础设施建设。强有力的政策支持、财政援助和公共部门的积极参与正在促进基础设施的部署。不断加快的都市化正在推动对先进基础设施日益增长的需求,从而带动全球市场该领域的显着增长。
在整个预测期内,北美预计将保持最大的市场份额,这得益于其强大的技术基础和雄厚的投资能力。该地区率先采用智慧交通解决方案,包括互联繫统和数位网路。政府机构和私营企业之间的积极合作正在推动创新和基础设施建设。先进城市系统的开发和主要企业的入驻正在加速这些解决方案的普及应用。缓解交通拥堵、提高安全性和促进永续性的各项措施进一步巩固了该地区的地位。持续的技术进步和有利的政策法规确保北美在智慧运输基础设施解决方案的开发方面继续保持主导。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这主要得益于城市扩张、人口增长以及对智慧城市项目的大力投资。各国政府正积极利用先进的数位技术和智慧交通解决方案来升级交通系统。电动车的日益普及、公共交通的发展以及互联互通的改善正在推动市场成长。公私合作模式也进一步促进了相关技术的普及。在对高效、现代化出行系统的需求不断增长的背景下,该地区的智慧运输基础设施建设正持续快速且稳定地推进。
According to Stratistics MRC, the Global Smart Mobility Infrastructure Market is accounted for $23.2 billion in 2026 and is expected to reach $76.1 billion by 2034 growing at a CAGR of 16.0% during the forecast period. Smart mobility infrastructure refers to the integration of digital solutions and connected transport networks to improve the performance, safety, and environmental impact of transportation systems. It encompasses smart traffic control, electric vehicle charging, integrated transit stations, and live data services for commuters. Using technologies such as IoT, artificial intelligence, and cloud platforms, cities can manage congestion, streamline movement, and cut emissions. It enables shared transport models, supports autonomous driving, and simplifies digital payments. Collaboration between public authorities and private firms drives upgrades to roads, communications, and transit, building flexible systems suited to expanding populations and changing mobility needs worldwide.
According to the International Energy Agency (IEA), global investment in electric vehicle charging infrastructure exceeded $30 billion in 2023, reflecting strong momentum in digital and smart transport systems that underpin Smart Mobility.
Rising urbanization and traffic congestion
Growing urban populations and worsening traffic congestion are key factors boosting the smart mobility infrastructure market. As more people move into cities, transportation systems become strained, causing delays and increased emissions. Smart solutions like connected traffic systems, live tracking, and coordinated transit services improve efficiency and reduce bottlenecks. Authorities are focusing on upgrading infrastructure with digital technologies to support smoother mobility. These developments are essential for maintaining economic productivity and improving quality of life. The increasing demand for efficient, sustainable urban transportation systems is driving continuous investment in smart mobility infrastructure across major cities globally.
Data privacy and cybersecurity concerns
Concerns related to data protection and cybersecurity significantly hinder the adoption of smart mobility infrastructure. These systems depend on extensive data exchange, increasing the risk of hacking and unauthorized access. Sensitive user and operational information can be exposed if proper safeguards are not in place. Maintaining strong security systems demands constant upgrades and skilled professionals. Compliance with data regulations further complicates deployment. Such risks reduce confidence among users and stakeholders, making them hesitant to adopt these technologies. The fear of cyber threats and data misuse continues to slow down the implementation of advanced mobility solutions globally.
Advancements in 5G and communication networks
The expansion of 5G technology and modern communication networks offers strong growth prospects for smart mobility infrastructure. Faster connectivity allows instant data exchange, reduced delays, and improved system efficiency. These features are critical for technologies like self-driving vehicles, intelligent traffic management, and connected transit systems. Better network capabilities enhance coordination among vehicles and infrastructure. Significant investments by telecom providers and governments are accelerating deployment. As communication networks become more advanced, smart mobility solutions become more efficient and scalable, driving innovation and creating new opportunities for infrastructure development in global markets.
High dependence on advanced technologies
Dependence on sophisticated technologies is a potential risk for the smart mobility infrastructure market. Systems relying on AI, IoT, and connectivity may face disruptions due to failures or outdated components. Frequent technological advancements require constant upgrades, increasing expenses and complexity. Relying on third-party providers can also introduce supply chain and compatibility issues. Integration challenges between different systems may reduce efficiency. These risks create operational uncertainties and may discourage adoption. As a result, the long-term stability and scalability of smart mobility infrastructure projects can be affected across global markets.
The COVID-19 outbreak had a notable effect on the smart mobility infrastructure market, causing disruptions in transportation and postponement of development projects. Restrictions on movement led to decreased demand, impacting funding and investments. Interruptions in global supply chains delayed the deployment of essential systems. Despite these challenges, the situation accelerated the adoption of digital and contactless technologies in mobility. Authorities focused more on building resilient and efficient transport systems. The growing emphasis on sustainability and advanced solutions after the pandemic has contributed to recovery, creating new opportunities for long-term expansion of smart mobility infrastructure worldwide.
The electric vehicles (EVs) segment is expected to be the largest during the forecast period
The electric vehicles (EVs) segment is expected to account for the largest market share during the forecast period, driven by the global shift toward cleaner transportation solutions. Growing EV adoption has led to increased focus on building charging networks, integrating power systems, and enhancing energy management capabilities. Both governments and private organizations are investing heavily in infrastructure and supportive regulations to boost EV usage. Smart mobility systems help improve charging efficiency and optimize energy consumption. The emphasis on sustainability, along with strong policy backing, ensures that EVs remain the leading segment within the smart mobility infrastructure landscape worldwide.
The government & urban infrastructure segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the government & urban infrastructure segment is predicted to witness the highest growth rate, driven by rising investments in smart city initiatives and upgrades to public transport systems. Authorities are implementing intelligent traffic management, connected transit solutions, and digital frameworks to enhance urban mobility. Emphasis on sustainability, safety, and efficient use of resources is encouraging large infrastructure developments. Strong policy backing, funding support, and public sector involvement are boosting adoption. With increasing urbanization, the need for advanced infrastructure is expanding, leading to significant growth in this segment across global markets.
During the forecast period, the North America region is expected to hold the largest market share, supported by its strong technological base and high investment capacity. The region has been an early adopter of smart transportation solutions, including connected systems and digital networks. Active collaboration between government bodies and private companies drives innovation and infrastructure growth. The availability of advanced urban systems and leading technology firms enhances implementation. Efforts to reduce congestion, enhance safety, and promote sustainability further strengthen its position. Ongoing technological progress and favorable regulations continue to ensure North America's leadership in the development of smart mobility infrastructure solutions.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by urban expansion, rising population, and strong investments in smart city initiatives. Governments are actively upgrading transport systems using advanced digital technologies and smart traffic solutions. Increased adoption of electric vehicles, development of public transportation, and improved connectivity are boosting market expansion. Collaborative efforts between public and private sectors are further supporting implementation. With growing demand for efficient and modern mobility systems, the region continues to witness rapid and consistent growth in smart mobility infrastructure development.
Key players in the market
Some of the key players in Smart Mobility Infrastructure Market include Siemens, Cisco, Honeywell, Hitachi, Schneider Electric, Kapsch TrafficCom, Cubic Transportation Systems, Iteris, TomTom, Robert Bosch, Ford Motor Company, Excelfore, Thales Group, IBM, Huawei, Alstom, ChargePoint and Verra Mobility.
In February 2026, Siemens Mobility and Stadler has officially confirmed the framework agreement signed with DSB for the delivery of 226 fully automated electric multiple units for the S-Bane suburban network in Copenhagen. The project is valued at approximately EUR 3 billion and will create the world's largest open rail system with automatic train operation (GoA4).
In January 2026, Cisco Systems, Inc. announced its multi-year partnership with Georgetown University to modernize the campus network. Management noted that the partnership entails upgrading the entire university campus network using cutting-edge technologies. As a result, Georgetown will become one of the first universities with the largest Wi-Fi 7 deployment.
In May 2025, Honeywell has entered into an agreement to acquire Johnson Matthey's Catalyst Technologies business for £1.8 billion in an all-cash transaction. The deal, valued at roughly 11 times the estimated 2025 EBITDA including tax benefits and cost synergies, aims to strengthen Honeywell's Energy and Sustainability Solutions (ESS) segment.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.