2025-2030年北美中型、大型CV的EST市場

車輛系統日益複雜和卡車人口老化將推動至2030年的卡車轉型成長

北美中中型、大型CV的EST市場正經歷溫和而持續的成長，這主要得益於一些有趣的行業動態，例如車輛複雜性的不斷提升、對車輛效率和燃油經濟性的日益關注、對綜合車隊管理套件的需求不斷成長，以及對降低營運成本的日益重視。重型卡車是運輸和物流領域不可或缺的一部分，隨著先進電子系統和遠端資訊處理的整合，其複雜性也日益提升。這種發展趨勢要求使用先進的診斷軟體進行診斷和維修，以最佳化車輛性能。

北美的法規環境在塑造市場方面也發揮關鍵作用。美國環保署（EPA）標準等嚴格的排放氣體法規正促使車隊營運商採用先進的診斷工具來滿足合規要求。市場成長軌跡表明，在技術創新、監管壓力以及對更有效率車隊管理解決方案的需求的推動下，市場將穩步成長。

該市場的特點是OEM）和售後市場公司實力雄厚，而且越來越多的歐洲軟體供應商進入北美市場。主要的原始設備OEM和一級供應商包括Cummins、Daimler Trucks North America、Volvo Group（含Volvo Trucks and Mack Trucks）、PACCAR Inc. （含Peterbilt Motors Company and Kenworth Truck Company）、 Navistar International Corporation。

本研究還強調了新興趨勢，例如雲端基礎的解決方案、商店自動化解決方案、模組化、產品客製化以及有望推動產業發展的產品和服務技術。主要市場參與企業正致力於創新經營模式、雲端基礎的解決方案與遠端資訊處理、行動應用程式和人工智慧診斷的整合。

本研究徹底檢視了關鍵市場指標，並從 EST 使用情況、市場預測、收益、 OEM和售後市場佔有率等各個方面提供了寶貴的見解。它還透過多方面的分析深入探討了潛在的成長機會，並幫助行業利益相關人員識別不同的收益來源並制定量身定做的策略來利用它們。

目錄

中大型商用車EST市場的轉型

• 為何成長變得越來越困難？
• The Strategic Imperative 8（TM）
• 三大策略要務對中大型 CV EST 市場的影響

生態系統

北美售後市場範圍 - 概述

• 6-8級VIO市場佔有率（依OEM和車型年份）
• 卡車OEM市場佔有率（依類別）

成長動力 - EST 市場摘要

• 成長指標：基於PC的軟體
• 成長指標：手持式診斷工具
• 成長指標：整個 EST 市場
• 成長動力
• 成長抑制因素
• 推動 EST 市場成長的關鍵趨勢
• EST 市場的主要趨勢
• 市場產品：主要OEM EST 解決方案
• 市場供應：主要售後市場和一級解決方案
• EST 客戶細分
• 北美獨立維修店提供的典型服務
• 影響獨立工廠轉型的因素
• 重型卡車維護時間表
• EST技術藍圖
• 客戶群採用的頂級 EST 工具
• 預測考慮因素
• 連網卡車：EST 軟體市場規模
• EST 使用單位 - 預測與分析，北美
• EST 單位滲透率預測： OEM與售後市場
• EST軟體收益預測
• 收益預測分析
• 市場佔有率分析 – OEM與售後市場
• 市場佔有率分析 - OEM和 Tier I
• 市場佔有率分析 - 售後市場供應商
• 市場佔有率分析 - EST 市場、 OEM和售後市場

EST解決方案分析

• 競爭對手解決方案基準化分析： OEM比較
• 競爭對手解決方案的基準化分析：售後市場比較
• 典型的OEM軟體功能可存取性
• 經營模式- OEM比較
• 經營模式- 售後市場比較
• OEM解決方案產品比較基準化分析
• 售後解決方案產品比較基準化分析
• 主要售後市場 EST 產品的定價模式
• 定價模式- IAM 與OEM硬體、軟體和捆綁產品：定價分析
• 主要OEM EST 產品的定價模式
• 主要售後市場 EST 產品的定價模式
• 價格趨勢及預測分析

主要供應商簡介

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

成長機會宇宙

• 成長機會1：遠端資訊處理整合
• 成長機會2：車間自動化服務
• 成長機會3：技術員即服務

附錄與後續步驟

• 成長機會的益處和影響
• 後續步驟
• 附件列表
• 免責聲明

Vehicle Systems' Increasing Complexity and an Aging Truck Population will Drive Transformational Growth by 2030

The North American medium and heavy-duty commercial vehicle (CV) electronic service tools (EST) market is experiencing gradual and sustained growth, driven by interesting industry dynamics, such as advancements in vehicle complexity, a growing focus on vehicle efficiency and fuel economy, the increasing demand for a well-rounded fleet management package, and a heightened focus on reducing operational costs. Heavy-duty trucks, which are integral to the transportation and logistics sectors, are becoming more complex with the integration of advanced electronic systems and telematics. This evolution necessitates the use of sophisticated diagnostics software for diagnosis and repair for optimal vehicle performance.

North America's regulatory environment also plays a pivotal role in shaping the market. Stringent emissions regulations, such as the US Environmental Protection Agency's (EPA) standards, encourage fleet operators to adopt advanced diagnostic tools to meet compliance requirements. The market's growth trajectory suggests steady growth, driven by technological innovations, regulatory pressures, and the need for more efficient fleet management solutions.

The market is characterized by a heavy presence from both OEMs and aftermarket companies, along with a growing number of software providers from Europe who are expanding in the North American market. Key OEMs and Tier Is are Cummins, Daimler Trucks North America, Volvo Group (including Volvo Trucks and Mack Trucks), PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company), and Navistar International Corporation. Key aftermarket participants are Noregon Systems, Inc., Snap-on Inc., TEXA S.p.A., Autel Intelligent Technology Corp. Ltd., Cojali USA, and Launch Tech.

This study also highlights emerging trends such as cloud-based solutions, shop automation solutions, modularity, and product customization, as well as products and technicians as a service, which promise to take the industry forward. Leading market participants are focusing on innovative business models, the integration of cloud-based solutions and telematics, mobile apps, and AI-powered diagnostics.

The study thoroughly examines critical market indicators, offering valuable insights across various dimensions, including EST units in use, market forecast, revenue, and OEM and aftermarket market shares, among other key parameters. The study also delves into potential avenues for expansion through a multifaceted analysis, assisting industry stakeholders in formulating tailored strategies to identify and capitalize on diverse revenue streams.

The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Innovative Business Models

Why

• The market is moving from a hardware and software-only bundled model to a product-as-a-service (PaaS) model where companies integrate disparate products into a service suite that targets and provides solutions to fleets, service technicians, and shop managers as a comprehensive maintenance service package.

Frost Perspective

• The shift to PaaS will witness major transformations in solutions offerings, including Norogen Systems' introduction of technician as a service (TaaS), which multiple vendors and dealerships across the region will adopt. Software licenses will be integrated with service costs to ensure the continued use of comprehensive solutions from the vendor.

Disruptive Technologies

Why

• The real-world challenges faced by EV trucks have rendered HD EVs currently impractical. As a result, fleets are increasingly opting for alternative fuel engines, necessitating the development of new and more complex diagnostics tools, resulting in significant technological disruptions.

Frost Perspective

• Despite decreased traction in the HD EV segment, companies are expected to have EV diagnostic tool capabilities. Technology disruption is imminent, and vendors should adopt diagnostics tools in alternative fuel engines, powertrains, and battery systems.

Competitive Intensity

Why

• The nature of the market favors engine manufacturers, OEMs, and aftermarket diagnostics vendors. Competition outside this is virtually non-existent, while innovative business models might keep telematics and fleet management vendors interested in this space.

Frost Perspective

• The competitive dynamics between OEMs and aftermarket vendors have changed considerably in the last 5 years, as the average age of the truck population in the region is increasing steadily, leading to increased competitive potential for aftermarket vendors.

Competitive Environment

Number of Competitors: Approximately 10+ major competitors

Competitive Factors: Technology development, product pricing, customer support and service, distributor network, marketing and offers

Key End-user Industry Verticals: Commercial trucking, transport and logistics, construction, distribution, long-haul trucking

Leading Companies: OEMs and engine manufacturers: Cummins, Daimler, Volvo, Paccar, Navistar

Aftermarket companies: Noregon Systems, Snap-on Inc., Cojali USA, Autel, TEXA

Distribution Structure: Direct sales, OEM dealerships, distributor workshops, marketplaces

Recent Developments: Cummins' increased focus on hydrogen fuel; Mitchell 1's collaboration with NEXIQ to streamline truck-service diagnostic information; Noregon Systems' partnership with ZF for EST tools

Key Competitors

• Daimler Trucks North America
• Volvo Group (including Volvo Trucks and Mack Trucks)
• PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company)
• Navistar International Corporation
• Cummins Inc.
• Bosch Automotive Service Solutions Inc.
• Bendix Corporation
• Knorr-Bremse
• Noregon Systems, Inc.
• Snap-on Inc. Incorporated
• TEXA S.p.A.
• Autel Intelligent Technology Corp., Ltd.
• Cojali USA
• Launch Tech
• ANCEL
• NEXAS

Growth Drivers

Stringent Emission Regulations:

Increasingly stringent emission regulations, such as EPA emissions standards, drive the demand for advanced diagnostic tools to monitor emissions and ensure compliance.

Rising Complexity of Truck Systems:

Modern heavy-duty truck engines are equipped with complex electronic systems and components, making diagnosis and repair more challenging.

Growing Demand for Fleet Management Solutions:

Providing real-time monitoring, diagnostics, and remote programming capabilities allows fleet managers to optimize fleet performance, minimize downtime, and reduce operational costs.

Safety and Compliance:

Complying with regulatory standards is paramount in the heavy-duty trucking industry. EST tools ensure vehicle safety by performing comprehensive diagnostics, monitoring critical systems, and detecting potential safety issues.

Focus on Vehicle Efficiency and Fuel Economy:

Identifying fuel-wasting issues and implementing fuel-saving measures help fleet operators enhance their bottom lines.

Growth Restraints

Integration Issues:

Compatibility and integration issues with existing vehicle systems and software can pose challenges, particularly for older truck models.

High Initial Investment and Upkeep Costs:

Hardware tools' ongoing maintenance and calibration costs and software's yearly license renewals can entail substantial costs, impacting long-term affordability.

Market Saturation:

In a relatively consolidated ecosystem, engine manufacturers and established third-party vendors dominate the market. New competition from new-age technology companies is lacking.

Product Commoditization:

Product standardization from OEMs and third-party vendors is leading to market saturation.

Resistance to Change:

Traditional maintenance practices and resistance to adopting new technologies can be barriers among small independent shops.

Table of Contents

Transformation in the Medium and Heavy-duty CV EST Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Ecosystem

• Definition
• Scope of Analysis
• Key Questions This Study Will Answer
• Competitive Environment
• Key Competitors
• Key Findings-Aftermarket
• Key Findings-OEMs and Tier Is

North American Aftermarket Scope-Overview

• Class 6-8 VIO Market Share by OEM and Age
• Truck OEM Market Share by Class

Growth Generator-EST Market Summary

• Growth Metrics: PC-based Software
• Growth Metrics: Handheld Diagnostic Tools
• Growth Metrics: Total EST Market
• Growth Drivers
• Growth Restraints
• Top Trends Driving EST Market Growth
• Key Trends in the EST Market
• Market Offering: Key OEM EST Solutions
• Market Offering: Key Aftermarket and Tier I Solutions
• EST Customer Segments
• Common Services Offered by Independent Repair Workshops in NA
• Factors Influencing the Transition to Independent Workshops
• Heavy-duty Truck Maintenance Timeline
• EST Technology Roadmap
• Primary EST Tools Adopted by Customer Segments
• Forecast Considerations
• Connected Trucks: EST Software Market Size
• EST Units in Use-Forecast and Analysis, North America
• EST Unit Penetration Forecast: OEM Versus Aftermarket
• EST Software Revenue Forecast
• Revenue Forecast Analysis
• Market Share Analysis-OEM Versus Aftermarket
• Market Share Analysis-OEMs and Tier Is
• Market Share Analysis-Aftermarket Vendors
• Market Share Analysis-Total EST Market, OEM and Aftermarket

EST Solution Analysis

• Competitor Solution Benchmarking: OEM Comparison
• Competitor Solution Benchmarking: Aftermarket Comparison
• Typical OEM Software Feature Accessibility
• Business Model-OEM Comparison
• Business Model-Aftermarket Comparison
• Benchmarking OEM Solution Delivery Comparison
• Benchmarking Aftermarket Solution Delivery Comparison
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Model-IAM Versus OEM Hardware, Software, Bundled Offering: Pricing Analysis
• Pricing Model of Key OEM EST Offerings
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Trends and Forecast Analysis

Key Supplier Profiles

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

Growth Opportunity Universe

• Growth Opportunity 1: Telematics Integration
• Growth Opportunity 2: Shopfloor Automation Services
• Growth Opportunity 3: Technician as a Service

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer