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市场调查报告书
商品编码
1843584
2025年全球商用车载资讯服务市场报告Commercial Telematics Global Market Report 2025 |
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近年来,商用远端资讯处理市场发展迅速,从2024年的548.5亿美元成长到2025年的636.5亿美元,复合年增长率达16.1%。这段历史时期的成长主要受以下因素驱动:初期推广挑战、旧有系统的替换、消费行为的演变、已证实的投资报酬率以及物联网和巨量资料的兴起。
预计未来几年,商用远端资讯处理市场规模将快速成长,到2029年将达到1,318.1亿美元,年复合成长率(CAGR)为20.0%。预测期内的成长可归因于永续性趋势、特定产业应用、对即时洞察日益增长的需求、成本效益要求以及自动驾驶汽车的兴起。预测期内的关键趋势包括不断发展的互联互通、优化的车队管理、安全合规、数据分析和人工智慧以及与自动驾驶汽车的整合。
商用远端资讯处理是指利用技术收集与商用车辆(包括卡车、巴士和送货车)运作相关的资料。这些数据包括车辆位置、速度、消费量、引擎性能、驾驶员行为和其他相关参数的详细资讯。
商用车载资讯系统可分为两大类:解决方案与服务。解决方案是指为解决特定问题或挑战而设计的具体方法或策略,旨在为特定问题或需求提供全面有效的解决方案。这些解决方案以多种系统形式提供,包括嵌入式、有线和智慧型手机整合式,并透过目的地设备製造商 (OEM) 和售后市场管道进行分销。商用车载资讯系统解决方案应用于众多终端用户领域,包括交通运输和物流、保险、医疗保健、媒体和娱乐、汽车製造商和经销商以及政府机构。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
本研究报告是商业研究公司(The Business Research Company)全新系列报告的一部分,该系列报告提供商用远端资讯处理光学系统市场统计数据,例如全球市场规模、区域份额、竞争对手及其市场份额、详细的市场细分、市场趋势和机会,以及您在商用远端资讯处理光学系统行业取得成功所需的数据。本商用远端资讯处理光学系统市场研究报告对该行业的现状和未来发展趋势进行了详细分析,为您提供所需的一切全面观点。
未来五年20.0%的成长率预测较我们先前对该市场的预测略微下调了0.3%。这一下调主要归因于美国与其他国家之间的关税影响。由于来自欧洲和亚洲的GPS晶片、车队追踪装置和远端资讯处理软体的关税,美国商用车营运商可能会面临成本增加和功能受限的问题。此外,相互关税以及日益加剧的贸易紧张局势和限制对全球经济和贸易的负面影响也将更为广泛。
预计未来商用车和乘用车销售量的成长将推动商用车远端资讯处理市场的发展。经济扩张和技术进步正在推动对商用车和乘用车的需求成长。经济成长提高了消费者的购买力,进而推动了对运输服务和汽车销售的需求。此外,车队管理人员越来越青睐配备先进安全系统和远端资讯处理解决方案的车辆,这些系统和解决方案能够提升车辆的吸引力、效率和营运效能。例如,总部位于法国的产业协会-国际汽车工业商协会(IOM)在2024年1月发布报告称,2023年商用车销量将达到12,892,621辆,较2022年的11,371,749辆显着成长。同样,乘用车销量预计将从2022年的2,858,575辆增加到2023年的3,116,647辆。这两个细分市场均呈现显着成长,显示汽车产业正在强劲復苏,需求不断成长。因此,商用车和乘用车销售的成长正在推动商用车远端资讯处理市场的扩张。
受电子商务产业蓬勃发展的推动,商用远端资讯处理市场蓄势待发。电子商务,即线上买卖商品和服务,正利用商用远端资讯处理技术来提高营运效率、增强安全性并优化交付流程。电子商务领域的交易量持续成长,而远端资讯处理解决方案的采用也促进了营运效率的提升。例如,美国人口普查局在2023年8月发布的数据显示,2023年第二季电子商务销售额较2022年同期成长7.5%。 2023年第二季度,线上销售额占总销售额的15.4%。这些数据印证了电子商务产业在推动商用远端资讯处理市场发展方面日益增长的重要性。
技术进步是商用车载资讯服务市场的一大趋势,各公司都在积极创新以维持市场地位。例如,2022年12月,台湾车载资讯服务硬体製造商ATrack Technology Inc.推出了AK300 LTE车辆追踪器。该设备能够即时追踪车辆,并提供位置、里程、速度、消费量和引擎状况等详细资讯,从而提高车队管理效率。它还能侦测车辆异常状况和不良驾驶行为,使车队管理人员能够实施预防性保养并改善驾驶员行为。
商用车远端资讯处理市场的主要企业正优先考虑像 Commercial Pulse 这样的创新解决方案。 Commercial Pulse 是一款面向商用车的综合性远端资讯处理人工智慧系统。该系统由 Mullen Technologies 自主研发,可提供车辆位置、驾驶员安全、电池电量状态等即时资讯。 2023 年 9 月,Mullen Technologies 将 Commercial Pulse 作为其车队远端资讯处理软体的一部分正式发布。此解决方案旨在最大限度地提高车辆运作,为企业提供高效的车队管理工具,并简化营运流程。用户可透过两款行动应用程式存取该系统:Mullen Commercial Pulse Fleet 和 Mullen Commercial Pulse Driver,分别适用于 Mullen One(全电动式1 级货车)和 Mullen Three(全电动式3 级低驾驶室前置卡车)。
2023年3月,美国软体公司Cambridge Mobile Telematics完成了对Amodo的收购,具体金额未揭露。此策略措施将两家在欧洲拥有强大影响力的远端资讯处理公司合併,使Amodo的客户能够获得Cambridge Mobile Telematics丰富的资源和专业知识。总部位于克罗埃西亚的Amodo以开发保险远端资讯处理平台而闻名,专注于建立直接的数位化管道和分析客户行为。
商业远端资讯处理市场的主要企业包括 Geotab Inc.、Masternaut Limited、MiX Telematics Limited、Omnitracs LLC、TomTom International BV、Verizon Communications Inc.、American Telephone and Telegraph Company、OnStar Corporation、Bayerische Motoren Werke AG、Zonar Systems Inc.、Inseego Corporation、OnStar Corporation、Bayerische Motoren 华Ltd.、Michelin SCA、CalAmp Corp.、Fleetmatics Group PLC、Garmin Ltd.、Transics International NV、Trimble Navigation Limited、Webtech Wireless Inc.、Wireless Matrix Corporation、XRS Corporation、Actsoft Inc.、AirIQ Inc.、AssetWorks LLC、Autotrac Comercioerciierh Comercioier Telewier Ltd.
预计到2024年,北美将成为全球商用远端资讯处理市场最大的区域。亚太地区预计将成为预测期内成长最快的区域。这本商用远端资讯处理市场报告涵盖亚太地区、西欧、东欧、北美、南美以及中东和非洲。
商业远端资讯处理市场报告涵盖了澳洲、巴西、中国、法国、德国、印度、印尼、日本、俄罗斯、韩国、英国、美国、加拿大、义大利和西班牙等国家。
商用远端资讯处理市场包括提供车辆追踪、远距离诊断和维护监控、燃油管理和优化以及驾驶员行为监控和指导等服务的营业单位所获得的收入。商用远端资讯处理的主要目标是提高商用车辆的营运效率和安全性。市场价值包括服务供应商销售的或包含在其服务产品中的相关商品的价值。它仅包括企业之间交易或销售给最终消费者的商品和服务。
Commercial telematics involves the utilization of technology to gather data pertaining to the operation of commercial vehicles, encompassing trucks, buses, and delivery vans. This data encompasses details about the vehicle's location, speed, fuel consumption, engine performance, and driver behavior, among other relevant parameters.
Commercial telematics is categorized into two main types, solutions and services. A solution refers to a specific approach or method designed to address a particular problem or challenge. It entails providing a comprehensive and effective resolution to a specific issue or requirement. These solutions are offered in various system formats, including embedded, tethered, and smartphone-integrated solutions, which are delivered through original equipment manufacturers (OEM) and aftermarket channels. Commercial telematics solutions find application across diverse end-user sectors, such as transportation and logistics, insurance, healthcare, media and entertainment, vehicle manufacturers or dealers, government agencies, and other entities.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The commercial telematics market research report is one of a series of new reports from The Business Research Company that provides commercial telematics optical components market statistics, including commercial telematics optical components industry global market size, regional shares, competitors with a commercial telematics optical components market share, detailed commercial telematics optical components market segments, market trends and opportunities, and any further data you may need to thrive in the commercial telematics optical components industry. This commercial telematics optical components market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
The commercial telematics market size has grown rapidly in recent years. It will grow from $54.85 billion in 2024 to $63.65 billion in 2025 at a compound annual growth rate (CAGR) of 16.1%. The growth in the historic period can be attributed to initial adoption challenges, legacy systems replacement, evolving consumer behavior, demonstrated ROI, rise of IoT and big data.
The commercial telematics market size is expected to see rapid growth in the next few years. It will grow to $131.81 billion in 2029 at a compound annual growth rate (CAGR) of 20.0%. The growth in the forecast period can be attributed to shift towards sustainability, industry-specific applications, increasing demand for real-time insights, cost efficiency demands, emergence of autonomous vehicles. Major trends in the forecast period include connectivity evolution, fleet management optimization, safety and compliance, data analytics and ai, integration with autonomous vehicles.
The forecast of 20.0% growth over the next five years reflects a modest reduction of 0.3% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. With tariffs on GPS chips, fleet tracking units, and telematics software from Europe and Asia, U.S. commercial vehicle operators may experience increased costs and limited feature access. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The rising sales of commercial and passenger vehicles are projected to drive the growth of the commercial telematics market in the future. Economic expansion and technological advancements have led to an increase in the demand for both commercial and passenger vehicles. As economies grow, consumers gain more purchasing power, resulting in higher demand for transportation services and automobile sales. Additionally, fleet managers are attracted to vehicles equipped with advanced safety systems and telematics solutions, which enhance vehicle appeal, efficiency, and operational effectiveness. For example, in January 2024, the International Organization of Motor Vehicle Manufacturers, a trade association based in France, reported that commercial vehicle sales reached 12,892,621 units in 2023, a significant rise from 11,371,749 units sold in 2022. Similarly, passenger vehicle sales increased from 2,858,575 in 2022 to 3,116,647 in 2023. Both segments experienced substantial growth, indicating a robust recovery and rising demand in the automotive sector. Therefore, the growing sales of commercial and passenger vehicles are fueling the expansion of the commercial telematics market.
The commercial telematics market is poised for growth, propelled by the expanding e-commerce industry. E-commerce, involving online buying and selling of goods and services, utilizes commercial telematics to enhance operational efficiency, enhance safety, and optimize delivery processes. The e-commerce sector witnesses increased transactions, and the adoption of telematics solutions contributes to improved business operations. For instance, in August 2023, the United States Census Bureau reported a 7.5% increase in e-commerce estimates for the second quarter of 2023 compared to the same period in 2022. Online sales accounted for 15.4% of total sales during the second quarter of 2023. This data underscores the growing significance of the e-commerce industry in driving the commercial telematics market.
Technological advancements are a prominent trend in the commercial telematics market, with companies actively innovating to maintain their market positions. For example, in December 2022, ATrack Technology Inc., a Taiwanese telematics hardware manufacturer, introduced the AK300 LTE vehicle tracker. This device enhances fleet management efficiency by offering real-time vehicle tracking with detailed information on positioning, mileage, speed, fuel consumption, and engine status. It also detects abnormal vehicle conditions and negative driving behaviors, allowing fleet managers to perform preventive maintenance and improve driver conduct.
Leading companies in the commercial telematics market are prioritizing innovative solutions such as Commercial Pulse, a comprehensive telematics AI system for commercial vehicles. Commercial Pulse, developed in-house, provides real-time vehicle location, driver safety information, battery state of charge, and more. In September 2023, Mullen Technologies launched Commercial Pulse as part of its fleet telematics software. This solution aims to maximize vehicle uptime, equip businesses with tools for efficient fleet management, and streamline operations. The system is accessible through two mobile applications, Mullen Commercial Pulse Fleet and Mullen Commercial Pulse Driver, currently available for the Mullen One (all-electric Class 1 cargo van) and the Mullen Three (all-electric Class 3 low-cab forward).
In March 2023, Cambridge Mobile Telematics, a US-based software company, completed the acquisition of Amodo for an undisclosed amount. This strategic move merges two telematics companies with significant footprints in Europe, providing Amodo's clients with access to Cambridge Mobile Telematics' extensive resources and expertise. Amodo, based in Croatia, is recognized for developing an insurance telematics platform focused on establishing direct digital channels and delivering customer behavior analytics.
Major companies operating in the commercial telematics market include Geotab Inc., Masternaut Limited, MiX Telematics Limited, Omnitracs LLC, TomTom International BV, Verizon Communications Inc., American Telephone and Telegraph Company, OnStar Corporation, Bayerische Motoren Werke AG, Zonar Systems Inc., Inseego Corporation, Vontier Corporation, Microlise limited, Solera Holdings Inc., Continental AG, Daimler AG, Karooooo Ltd., Michelin SCA, CalAmp Corp., Fleetmatics Group PLC, Garmin Ltd., Transics International NV, Trimble Navigation Limited, Webtech Wireless Inc., Wireless Matrix Corporation, XRS Corporation, Actsoft Inc., AirIQ Inc., AssetWorks LLC, Autotrac Comercio e Telecomunicacoes Ltd., Azuga Inc., Blue Tree Systems Ltd., CarrierWeb LLC
North America was the largest region in the commercial telematics market in 2024. Asia-Pacific is expected to be the fastest-growing region in the global commercial telematics market report during the forecast period. The regions covered in the commercial telematics market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the commercial telematics market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain
The commercial telematics market includes revenues earned by entities by providing services including vehicle tracking, remote diagnostics and maintenance monitoring, fuel management and optimization, and driver behavior monitoring and coaching. The primary goal of commercial telematics is to improve the efficiency and safety of commercial vehicle operations. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Commercial Telematics Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on commercial telematics market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for commercial telematics ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The commercial telematics market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.