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市场调查报告书
商品编码
1843586
2025年全球互联卡车市场报告Connected Truck Global Market Report 2025 |
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近年来,连网卡车市场发展迅速,预计从2024年的346亿美元成长到2025年的398.3亿美元,复合年增长率达15.1%。这一增长可归因于远端资讯处理技术的日益融合、燃油效率的提高和排放合规性的加强、对更高安全性的需求、优化的车队管理以及监管合规性。
预计未来几年,连网卡车市场规模将快速成长,到2029年将达到731.8亿美元,年复合成长率(CAGR)为16.4%。预测期内的成长可归因于自动驾驶和半自动驾驶技术的兴起、预测性维护解决方案的普及、智慧城市计画的推进、环境永续性目标的实现以及数据货币化机会的涌现。预测期内的关键趋势包括预测性维护解决方案、增强型远端资讯处理和车队管理、物联网感测器整合、环保解决方案以及驾驶辅助系统。
联网卡车是一种配备先进连网车辆技术的商用车辆,使其能够与周围的其他车辆、设备和系统通讯。这项技术能够即时将卡车的位置资讯通讯给附近的车辆和基础设施,从而触发自动响应,改善驾驶体验并提升整体安全性。
连网卡车主要分为两大类:轻型商用车 (LCV) 和重型商用车。 LCV 通常比卡车和巴士等轻型商用车更小更轻。 LCV 的用途十分广泛,包括送货、搭乘用和轻型商用等。联网卡车的通讯覆盖范围透过专用短程和远距网路或蜂巢式网路实现,形成不同的通讯通道:车对车 (V2V)、车对云 (V2C) 和车对基础设施 (V2I)。这些连网功能应用于驾驶辅助、安全、娱乐、健康、车队管理和旅游管理等多个领域。
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。
这份互联卡车市场研究报告是商业研究公司最新报告系列的一部分,提供互联卡车市场统计数据,例如全球互联卡车行业市场规模、区域份额、市场份额竞争对手、详细的互联卡车市场细分、市场趋势和商业机会等。这份互联卡车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16.4%的预测成长率较我们先前对该市场的预测略微下降0.3%。这一下降主要归因于美国与其他国家之间的关税影响。在美国,关税预计将增加连网卡车解决方案的营运成本,因为它们会推高从德国和中国采购的远端资讯处理单元和V2X通讯模组的价格。此外,由于相互关税以及贸易紧张局势和限制加剧对全球经济和贸易造成的负面影响,其影响范围将更加广泛。
平均燃油经济性的提升预计将推动互联卡车市场的未来成长。燃油效率高的车辆以每单位燃油消耗量行驶的里程数来衡量。互联卡车透过优化路线和减少交通延误来提高燃油效率,从而降低油耗并提升整体效率。例如,美国环保署 (EPA) 在 2023 年 12 月报告称,大多数车辆类别的燃油经济性均达到了历史最高水平,其中 2022 年运动运动休旅车(SUV) 的燃油经济性提高了 2.4 英里/加仑。因此,平均燃油经济性的提升正在推动互联卡车市场的扩张。
数位化浪潮预计将在短期内推动互联卡车市场的成长。数位化是指利用数位技术转变经营模式,创造新的收入来源和价值。互联卡车对于运输业的数位转型至关重要,它能够提供即时数据和洞察,透过改善卡车间的通信,提高营运效率、安全性和永续性。 2022年11月,Zippia发布的一份报告显示,全球整体70%的企业已采用数位化策略,56%的执行长认为数位化改善带来了利润成长。这种日益增长的数位化趋势是推动互联卡车市场扩张的关键因素。
技术进步已成为互联卡车市场的一大显着趋势,并且正在迅速发展。主要产业参与者正积极采用新技术来巩固其市场地位。一个值得关注的例子是美国卡车运输公司沃尔沃卡车北美公司,该公司于2023年3月推出了互联车辆分析(CVA)工具。该工具可收集车辆运行的即时数据,包括卡车配置、每日路线、平均速度和消费量等详细资讯。 CVA工具使经销商能够监控车队运转率、发现优化机会并提高效率和生产力。沃尔沃卡车的CVA工具可提供客户车队性能的量化分析,帮助他们在考虑更新或调整卡车规格时做出明智的决策。
互联卡车领域的关键参与者正积极寻求合作与伙伴关係,以向客户提供可靠的服务。以商业协议和合约为基础的策略伙伴关係已成为重点。总部位于美国的重型商用卡车製造商 PACCAR 就是一个很好的例子。 2023 年 1 月,PACCAR 与远端资讯处理和车队管理工具提供者 Platform Science 达成合作。此次合作将把 Platform Science 的虚拟车辆技术整合到 PACCAR Connect 远端资讯处理系统中,从而提供一个标准化的远端资讯处理作业系统和应用程式商店。整合后,卡车将能够直接存取软体解决方案、即时车辆数据和第三方应用程式。
2022年3月,总部位于瑞典的科技公司Einride与丹麦物流巨头AP Moller-Maersk达成伙伴关係,旨在透过将自动驾驶电动车整合到马士基的物流网络中,促进永续航运并减少货物运输的碳排放。 AP Moller-Maersk是一家专注于航运和物流的公司,其创新业务涵盖互联卡车等领域。
互联卡车市场的主要参与者包括:罗伯特·博世有限公司、大陆集团、电装公司、采埃孚股份公司、麦格纳国际公司、戴姆勒股份公司、哈曼国际、安波福全球营运有限公司、Sierra Wireless公司、梅赛德斯-奔驰集团股份公司、沃尔沃股份公司、恩智浦半导体公司、英国威特林公司、Birtabston、Fratabshiton、Fratabshiton、Tomimatics、Tomiiakak、Tomimatico公司SE公司、塔塔汽车有限公司、帕卡公司、达夫卡车公司、威伯科车辆控制系统公司、Stoneridge公司、纳威司达国际公司、斯堪尼亚公司、依维柯集团、AT&T Fleet Complete公司、KeepTruckin公司和Omnitracs LLC公司。
2024年,北美是连网卡车市场最大的区域。全球互联卡车市场报告预测,在预测期内,欧洲将成为成长最快的区域。报告涵盖的地区包括亚太地区、西欧、东欧、北美、南美以及中东和非洲。
互联卡车市场报告涵盖以下国家: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。
互联卡车市场由提供远距离诊断、软体执行时间服务、卡车预测服务和诊断相关咨询的营业单位所获得的收入所构成。市场价值包括服务供应商销售的任何相关产品或包含在其服务产品中的任何相关产品的价值。互联卡车市场还包括3D加速计、监控车门、后行李箱、舱门和动作感测器的销售。该市场的价值为“出厂价”,即商品製造商或创造者销售给其他营业单位(包括下游製造商、批发商、经销商和零售商)或直接销售给最终客户的商品价值。该市场中的商品价值还包括商品创造者销售的任何相关服务的价值。
A connected truck refers to a commercial vehicle equipped with advanced connected vehicle technology that enables communication with other vehicles, devices, and systems in its environment. This technology facilitates real-time communication of the truck's location with nearby vehicles and infrastructure, triggering automated responses to enhance the driving experience and overall safety.
Connected trucks come in two main types, light commercial vehicles (LCVs) and heavy commercial vehicles. LCVs are generally smaller and lighter than heavy commercial vehicles, such as trucks and buses. They are commonly used for various commercial purposes, including delivery vehicles, passenger vans, and small business utility vehicles. The communication ranges in connected trucks are achieved through dedicated short-range and long-range or cellular networks, forming different communication channels such as vehicle-to-vehicle (V2V), vehicle-to-cloud (V2C), and vehicle-to-infrastructure (V2I). These connected features find applications in various areas, including driver assistance, safety, entertainment, well-being, vehicle management, and mobility management.
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 connected truck market research report is one of a series of new reports from The Business Research Company that provides connected truck market statistics, including connected truck industry global market size, regional shares, competitors with a connected truck market share, detailed connected truck market segments, market trends and opportunities, and any further data you may need to thrive in the connected truck industry. This connected truck 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 connected truck market size has grown rapidly in recent years. It will grow from $34.6 billion in 2024 to $39.83 billion in 2025 at a compound annual growth rate (CAGR) of 15.1%. The growth in the historic period can be attributed to increased telematics integration, increased fuel efficiency and emission compliance, demand for enhanced safety, fleet management optimization, regulatory compliance.
The connected truck market size is expected to see rapid growth in the next few years. It will grow to $73.18 billion in 2029 at a compound annual growth rate (CAGR) of 16.4%. The growth in the forecast period can be attributed to increasing autonomous and semi-autonomous driving, predictive maintenance solutions, smart city initiatives, environmental sustainability goals, data monetization opportunities. Major trends in the forecast period include predictive maintenance solutions, enhanced telematics and fleet management, integration of IoT sensors, eco-friendly solutions, driver assistance systems.
The forecast of 16.4% 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. Tariffs are expected to increase operational costs for connected truck solutions in the US as telematics units and V2X communication modules sourced from Germany and China see price hikes. 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 increasing average fuel efficiency is expected to boost the growth of the connected trucks market in the future. Fuel-efficient vehicles are characterized by the distance they can travel per unit of fuel consumed. Connected trucks contribute to fuel efficiency by optimizing routes and minimizing traffic delays, which helps reduce fuel consumption and enhance overall efficiency. For instance, in December 2023, reports from the Environmental Protection Agency (EPA), a U.S. governmental agency, indicated that most vehicle categories reached their highest fuel economy levels ever, with sport utility vehicles experiencing a 2.4 mpg improvement in the 2022 model year. Thus, the rise in average fuel efficiency is driving the expansion of the connected trucks market.
The upsurge in digitalization is expected to drive the growth of the connected truck market in the foreseeable future. Digitalization involves leveraging digital technologies to transform business models and create new sources of revenue and value. Connected trucks are integral to the digital transformation of the transportation industry, providing real-time data and insights to enhance operational efficiency, safety, and sustainability through improved communication between trucks. In November 2022, a report by Zippia revealed that globally, 70% of organizations have adopted digitalization strategies, with 56% of CEOs acknowledging enhanced profits due to digital improvements. This escalating trend in digitalization is a significant factor fueling the expansion of the connected trucks market.
Technological advancements emerge as a prominent trend gaining traction within the connected truck market. Key industry players are actively embracing new technologies to fortify their market positions. A noteworthy example is Volvo Trucks North America, a US-based truck company, which, in March 2023, introduced the Connected Vehicle Analytics (CVA) tool. This tool collects real-time data from fleet operations, encompassing details such as truck configurations, daily routes, average speed, and fuel consumption. The CVA tool empowers dealers to monitor fleet utilization, identify opportunities for optimization, and enhance efficiency and productivity. Volvo Trucks' CVA tool provides quantitative insights into a customer's fleet performance, aiding in informed decision-making when considering updates or adjustments to truck specifications.
Major players in the connected truck sector are actively pursuing collaboration and partnerships to deliver reliable services to their customers. A strategic partnership, characterized by structured affiliations through business agreements or contracts, is a key focus. PACCAR Inc., a US-based manufacturer of large commercial trucks, exemplified this approach in January 2023 by partnering with Platform Science, a US-based provider of telematics and fleet management tools. This collaboration integrates Platform Science's Virtual Vehicle technology with the PACCAR Connect telematics system, offering standardized telematics operating systems and an application store. This integration allows trucks to access software solutions, real-time vehicle data, and third-party applications directly.
In March 2022, Einride, a technology company based in Sweden, formed a partnership with A.P. Moller-Maersk. This collaboration aims to incorporate autonomous electric vehicles into Maersk's logistics network, promoting sustainable transportation and lowering carbon emissions in freight operations. A.P. Moller-Maersk, a logistics company located in Denmark, specializes in shipping and logistics, including innovations related to connected trucks.
Major companies operating in the connected truck market include Robert Bosch GmbH, Continental AG, Denso Corporation, ZF Friedrichshafen AG, Magna International Inc., Daimler AG, Harman International, Aptiv Global Operations Limited, Sierra Wireless Inc., Mercedes-Benz Group AG, Aktiebolaget Volvo, NXP Semiconductors NV, Verizon Communications Inc., Trimble Inc., Borgwarner Inc., Geotab Inc., Mix Telematics, TomTom International BV, Traton SE, Tata Motors Ltd., PACCAR Inc., DAF Trucks N.V., WABCO Vehicle Control Systems, Stoneridge Inc., Navistar International Corporation, Scania AB, Iveco Group NV, AT&T Fleet Complete, KeepTruckin Inc., Omnitracs LLC
North America was the largest region in the connected truck market in 2024. Europe is expected to be the fastest-growing region in the global connected truck market report during the forecast period. The regions covered in the connected truck market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the connected truck market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain
The connected truck market consists of revenues earned by entities by providing remote diagnostics of vehicles, software uptime services, predictive services of trucks, and diagnostic-related advice. The market value includes the value of related goods sold by the service provider or included within the service offering. The connected truck market also includes sales of 3D accelerometers, monitor doors, trunks, hatches, and motion sensors. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
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.
Connected Truck 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 connected truck 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 connected truck ? 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 connected truck 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.