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市場調查報告書
商品編碼
1994825
歐洲和北美公共交通ITS(第十版)Public Transport ITS in Europe and North America - 10th Edition |
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智慧交通系統(ITS)指的是應用於交通基礎設施和車輛的資訊與通訊技術。 Berg Insight 對公共交通智慧交通系統的定義包括安裝在公共交通車輛上的系統,以及安裝在交通樞紐、站點和車站的系統。它還包括用於規劃、調度和管理公共交通服務的後勤部門IT 系統,以確保高效運作。此外,公共交通智慧交通系統的關鍵組成部分是為乘客提供最新資訊的解決方案,例如路線、發車時間、潛在的服務中斷以及轉乘資訊。雖然這些解決方案的歷史可以追溯到幾十年前,但目前的尖端解決方案包括:即時多模式/多運營商路線搜尋系統、使用非接觸感應卡和 NFC 終端的基於帳戶的收費系統,以及先進的出行分析軟體。
隨著都市區成長和消費者偏好的改變,公共交通在社會中扮演著日益重要的角色。在新冠疫情爆發前,歐洲和北美每年的公共交通客運量分別約為600億人和120億人次。雖然疫情期間這些數字大幅下降,但北美的復甦速度較為緩慢。在歐洲,有些國家已經恢復到疫情前的水準,而有些國家則仍處於落後狀態。公共交通系統包括例如本地公車和無軌電車、本地和郊區鐵路、地鐵和路面電車以及本地水上客運服務。2023年,歐洲和北美的註冊公車和長途客車數量分別達到85萬輛和110萬輛。歐洲公共運輸服務的經濟價值估計約為每年1,600億至1,750億歐元,而北美的相應數字約為每年1,000億至1,150億歐元。
Berg Insights預測,未來幾年公共運輸智慧交通系統(ITS)市場將持續成長。都市化、氣候變遷和交通堵塞等挑戰將繼續推動對公共交通ITS的投資,增強市場的活力。然而,受政治局勢、財政緊縮措施和區域發展的影響,個別市場可能會出現暫時性波動。預計2030年,歐洲公共運輸ITS市場規模(包括公車和路面電車)將從2025年的25.5億歐元成長至33億歐元,年複合成長率(CAGR)為5.3%。歐洲公車和路面電車車載電腦(具備GPS定位和無線通訊功能)的普及率預計將從2025年的90.3%上升至2030年的93.9%,但不同區域市場的普及率差異顯著。預計到2030年,北美公共交通智慧交通系統(ITS)的總市場價值將從2025年的12.2億歐元達到 15.6億歐元,年複合成長率為 5.0%,滲透率預計將從2025年的91.9%上升到2030年的94.1%。
在公共交通智慧交通系統(ITS)市場,一群國際售後解決方案供應商崛起,成為產業領導者。歐洲和北美的主要供應商包括加拿大的Trapeze集團和德國的INIT,這兩家公司在各自地區都擁有大規模的運作。 Clever Devices和Conduent在北美公共運輸ITS市場佔據主導地位,其中Conduent也是國際票務系統供應商。其他在北美市場佔有率顯著的公司包括Cubic Transportation Systems和Avail Technologies。Siemens交通集團也是歐洲和北美領先的軟體供應商。在歐洲國內市場擁有較大市場佔有率的公司包括Equans和RATP Smart Systems,這兩家公司在法國市場佔據主導地位。此外,Vix Technology、Flowbird和Ticketer是英國市場的主要供應商,而IVU在德語區市場佔據主導地位。其他主要企業包括西班牙的GMV、Indra和Grupo ETRA;法國的Thales;德國的Atron;斯堪地那維亞的FARA、Pilotfish、Icomera和Consat Telematics;以及奧地利的Swarco和Kontron Transportation。在汽車OEM領域,Volvo Group和Daimler是值得關注的公司,而Scania、Iveco、Gillig、New Flyer也為其客車提供標準的OEM遠端資訊處理功能。
本報告深入分析了歐洲和北美公共交通的智慧交通系統市場,提供了有關技術和解決方案、市場預測和趨勢以及OEM產品和策略的資訊。
The term Intelligent Transport Systems (ITS) refers to information and communications technology applied to transport infrastructure and vehicles. Berg Insight's definition of ITS for public transport includes systems installed in public transport vehicles as well as at terminals, stops, depots and similar. Included are also back-office IT systems which ensure that public transport services can be planned, scheduled and managed to achieve efficient operations. An important part of ITS for public transport further comprises solutions providing travellers with updated information about routes, departure times, possible disturbances and connecting services. The history of these different types of solutions dates back several decades and current state-of-the-art solutions include for example real-time intermodal and multi-operator journey planners, automated fare collection systems using contactless cards or NFC-enabled handsets for account-based ticketing, and advanced mobility analytics software.
Public transport plays an increasingly important role in societies as a result of continuing population growth in cities and shifting consumer preferences. Approximately 60 billion and 12 billion public transport passenger journeys were carried out in Europe and North America respectively each year before the COVID-19 pandemic. During the pandemic, the numbers dropped significantly and recovery has been slow in North America. In Europe, some countries are already back at pre-pandemic levels while others lag behind. Public transport modes include for example local and regional buses and trolleybuses, regional and suburban rail transport, metros and trams, and local waterborne passenger transport services. In 2023, the number of registered buses and coaches in Europe and North America reached 0.85 million vehicles and 1.1 million vehicles respectively. The economic value of public transport services in Europe is estimated to around Euro 160-175 billion per year, while the corresponding number in North America is around Euro 100-115 billion.
Berg Insight is of the opinion that the market for ITS in public transport will continue to grow in the coming years. Challenges such as urbanisation, climate change and traffic congestion continue to spur investments in public transport ITS, contributing to a positive market situation. Individual markets may however experience temporary fluctuations depending on the political climate, austerity measures and local developments. The total market value of public transport ITS for buses and trams in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 5.3 percent from Euro 2.55 billion in 2025 to reach Euro 3.30 billion by 2030. The penetration of on-board computers with GPS location functionality and wireless communications in buses and trams in Europe is estimated to increase from 90.3 percent in 2025 to 93.9 percent in 2030, however varying considerably between regional markets. In North America, the total market value of public transport ITS is forecasted to grow at a CAGR of 5.0 percent from Euro 1.22 billion in 2025 to reach Euro 1.56 billion in 2030 and the penetration rate is estimated to increase from 91.9 percent in 2025 to 94.1 percent in 2030.
A group of international aftermarket solution providers have emerged as leaders on the market for public transport ITS. Major providers across Europe and North America include Canada-based Trapeze Group and Germany-based INIT with significant installed bases in both regions. Clever Devices and Conduent hold leading positions on the North American public transport ITS market, and the latter is also an international provider of fare collection systems. Additional companies with major market shares in North America include Cubic Transportation Systems and Avail Technologies. Siemens Mobility is also a prominent vendor of software in both Europe and North America. Examples of companies with major market shares on national markets in Europe include Equans and RATP Smart Systems which hold leading positions in France. Vix Technology, Flowbird and Ticketer are moreover major providers on the UK market, while IVU is a dominant player in the German-speaking part of Europe. Other significant players include the Spanish groups GMV, Indra and Grupo ETRA; French Thales; Atron in Germany; Scandinavian FARA, Pilotfish, Icomera and Consat Telematics; and the Austria-based companies Swarco and Kontron Transportation. Volvo Group and Daimler are moreover notable players from the vehicle OEM segment, while companies such as Scania, Iveco, Gillig and New Flyer also offer some conventional OEM telematics features for their buses.
The outlook for the public transport ITS market is positive, as several developments encourage increased investments in such technologies. The ITS market is positively affected by international public transport-related initiatives such as the ITxPT Association as well as APTA's standards programs for public transport vehicles and ITS. The development of ITS has in recent years focused on increasing the level of integration and utilising technology advancements in fare collection solutions. Standardisation efforts are beginning to yield results as an increasing number of market players choose to comply with them and procuring organisations see the benefits in the form of lower costs. Another major driver is the ongoing global developments related to the concept of smart cities, where ITS in general and public transport ITS in particular constitute key elements to enable sustainable smart mobility.