首頁 > 市場調查報告書 > 汽車工業

汽車市場

市場調查報告書

商品編碼

1876853

乘用車和輕型商用車車隊服務售後市場的機會：北美和歐洲（2024-2030 年）

Opportunities in the Fleet Services Aftermarket for Passenger Cars and Light Commercial Vehicles, North America and Europe, 2024-2030

出版日期: 2025年09月26日 | 出版商:

Frost & Sullivan | 英文 70 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

北美和歐洲的數位化價值鏈轉型推動了遠端資訊處理技術主導的車隊維護售後市場成長。

弗若斯特沙利文的這份報告分析了北美和歐洲的汽車車隊維護售後市場。主導互聯、自動化、共用和服務化（CASE）驅動的變革性大趨勢、歐洲日益緊張的地緣政治局勢以及價值鏈內日益激烈的競爭，正透過遠端資訊處理和互聯技術推動汽車車隊維護售後市場的數位轉型。本研究探討了售後市場策略，並量化了傳統和新興/先進售後車隊管理細分市場中定期和非定期服務的收入。傳統車隊服務包括預防性維護、維修服務、保固和召回管理、道路救援系統（RSA）、原廠配套維護、零件和庫存管理以及輪胎和燃油管理。新興或先進車隊服務包括遠端資訊處理和車隊管理軟體、駕駛員培訓和安全計劃、環境合規、轉售和處置服務、診斷和行動維護服務、金融產品以及CASE服務。本報告還量化了汽車車隊維護售後市場中替換需求的潛在收入。本報告重點關注北美地區的客車和輕型卡車（1-3級）以及歐洲地區的多用途車、運動型多用途車、廂型車和皮卡（AF級）。研究估算並預測了多個更換類別的收入，包括電池、煞車零件、濾清器、雨刷、引擎油、起動馬達/發電機、轉向和懸吊系統以及暖通空調（HVAC）系統。報告也量化了2030年的潛在更換需求。本報告闡述了影響汽車車隊維護售後市場的關鍵趨勢、價值鏈參與者的各種策略、新興經營模式和獲利路徑。

本報告檢驗了推動和限制成長的因素，指出了產業變革帶來的機會，並概述了市場參與企業和相關人員可以利用的各種可能性。基準年為2024年，預測期間為2030年。

三大關鍵策略挑戰對車隊服務售後市場的影響

變革性大趨勢

原因

互聯、自主、共享和電動（CASE）技術透過影響營運策略、提高效率和實現新的經營模式來重塑車隊維護售後市場。

Frost的觀點

遠端資訊處理整合、預測性維護計劃、維護的「優步化」以及新興車隊不斷演變的維護服務模式等關鍵因素將繼續推動車隊維護售後市場的變革。

地緣政治動盪

原因

中東及周邊地區日益緊張的地緣政治局勢擾亂供應鏈，增加成本，並迫使企業轉變營運策略。

Frost的觀點

汽車售後市場必須重新思考其供應鏈和分銷模式，以適應脆弱的經濟狀況，同時保持高度的價格意識。

競爭加劇

原因

受市場成長、技術進步和成本壓力的推動，車隊維護售後市場的競爭日益激烈，迫使供應商提供客製化、經濟高效的解決方案以保持競爭力。

Frost的觀點

擁抱永續發展趨勢並拓展行動維護服務的公司，將在不斷變化的環境中佔據有利地位，並獲得競爭優勢。

分析範圍

目標區域

北美洲（美國和加拿大）
歐洲（奧地利、比利時、克羅埃西亞、捷克、丹麥、芬蘭、法國、德國、希臘、匈牙利、愛爾蘭、義大利、盧森堡、荷蘭、挪威、波蘭、葡萄牙、羅馬尼亞、斯洛伐克、西班牙、瑞典、瑞士、土耳其、英國）
調查期間：2024-2030年
基準年：2024年
預測期：2025-2030年
貨幣：美元。所有收入均以製造商定價（MLP）計算。

主要競爭對手

北美洲
- Geotab
- Verizon Connect
- FleetNet America
- Omnitracs
- MiX Telematics
- Jiffy Lube Fleet Services
- Spiffy
- Trimble
- Fleet Complete
- Holman Fleet Services
- Zonar
- Corporate Fleet Services
- Asset Works Inc
- T-Mobile USA, Inc
- AFC - Automotive Finance Corp
- Managed Mobile, Inc
- LA Fleet Care, Inc
- Wisdom and Authority Title Solutions LLC
- Wilmar Inc
- Fleet One, LLC
- Enterprise Fleet Management
- Amerit Fleet Solutions
歐洲
- Targa Telematics
- Arval
- ALD Automotive
- LeasePlan
- Alphabet
- Athlon
- Viasat
- Webfleet Solutions（TomTom）
- Fleet Complete
- MiX Telematics
- Geotab
- Zonar
- Fleetcor
- Ctrack
- Teletrac Navman
- TomTom Telematics
- ProFleet
- Carglass
- Fleet Management Solutions
- Agero
- Samsara
- Wheels

成長要素

共用出行與商用車使用量的成長：共乘、汽車共享和租賃服務的需求不斷成長，顯著提高了車隊運轉率。營運密度的提高意味著維護需求的增加和更頻繁的保養週期，這使得共用出行成為車隊維護售後市場最強勁的促進因素之一。
整合遠端資訊處理和聯網汽車技術：遠端資訊處理系統能夠實現更智慧、更即時的車隊診斷和預防性維護警報。這並非曇花一現的趨勢，而是預測性維護解決方案和新型服務模式的核心驅動力，有助於提升整個車隊的效率和運轉率。
車隊電氣化：向電動車（EV）的轉型重塑維護需求，降低了對傳統服務（例如換油）的需求，同時催生了新的服務類別。車隊營運商正穩步投資於可隨時投入電動車的車輛，使電氣化成為市場長期結構性驅動力。
按需行動維護服務：為減少停機時間並提高營運靈活性，向敏捷行動維護解決方案的轉變推動對現場服務供應商的需求，尤其是在都市區和高運作環境中。
拓展服務網路和策略合作夥伴關係：為了提高營運效率並確保更廣泛的服務覆蓋，車隊營運商拓展與第三方維修服務商、經銷商網路和獨立維修店的合作關係。這種協作方式提升服務可用性並提高市場效率。

成長限制因素

熟練技術人員短缺：合格技術人員長期短缺導致人事費用增加和維修時間延長。
零件和人事費用上漲：通貨膨脹和供應鏈中斷推高成本，並給車隊維護預算帶來壓力。
經濟不確定性：經濟狀況的波動迫使車隊推遲或限制維修支出，因為公司只優先考慮必要的支出。
車隊維修的複雜性：管理多種車輛類型和平台的維護工作，會使計畫安排和遵守 OEM 指南變得複雜，造成效率低下。
來自獨立售後市場供應商的競爭：獨立供應商透過提供有競爭力的價格和靈活的服務模式，獲得市場佔有率，這對傳統的OEM廠商和現有服務供應商構成了挑戰。

競爭環境

競爭對手數量
- 價值鏈中的多方相關人員生態系統
競爭因素
- 成本、性能、進度、支援、技術、可靠性、客戶關係
主要終端用戶產業
- 汽車、共享、最後一公里物流、配送等。
主要競爭對手
- LeasePlan、Arval (BNP Paribas Group)、Verizon Connect、Trimble
其他主要競爭對手
- Omnitracs、Alphabet、Geotab、Webfleet Solutions 等。
流通結構
- 直接向OES、IAM和車隊銷售
重大併購
- ALD Automotive將於2023年收購LeasePlan；Wheels將於2023年與Donlen和LeasePlanUSA合併；Solera將於2021年收購Omnitracs；普利司通將於2021年收購Azuga。

主要調查結果 - 車隊管理服務售後市場
主要調查結果 - 售後維修和保養市場
客車和輕型商用車車隊服務售後市場的關鍵機會概述
客車和輕型商用車的車隊滲透率
售後車隊維護與管理服務在車隊車輛資訊系統（Fleet VIO）的滲透率
北美和歐洲車隊服務售後市場收入
至2024年，影響北美和歐洲汽車保養及售後服務市場的關鍵趨勢
新的區域趨勢
車隊管理公司售後市場策略
車隊服務售後市場的OEM售後服務策略（2024）
車隊服務售後市場的OEM商業化戰略（2024年）

車隊服務售後市場成長促進因素

傳統售後市場車隊管理服務
預防性保養售後服務
車隊維護售後市場領先的維修方法
北美車輛維修售後市場及替換零件收入
歐洲汽車維修售後市場及替換零件收入
北美車隊每輛車的更換零件支出
歐洲車輛每輛車的更換零件支出
北美和歐洲車隊服務售後市場的保固、忠誠度和獎勵計劃（2024年）
道路救援系統（RSA）車隊服務售後市場策略
北美和歐洲車隊售後服務市場的零件更換和庫存管理公司
車隊維護售後市場的零件和庫存管理策略及建議
車隊服務售後市場的OEM通路活動
車隊維護售後市場的通路策略
車隊維護售後市場的輪胎和燃油管理服務
傳統售後市場車隊管理服務在北美和歐洲的滲透
傳統售後市場車隊管理服務收入*
北美傳統售後市場車隊管理服務的未來
歐洲傳統售後車隊管理服務的未來

車隊服務售後市場成長促進因素

新興/先進的售後市場車隊管理服務
車載資訊服務與車隊管理軟體
駕駛員培訓和安全計劃
環境合規、轉售和處置服務
診斷和行動維護服務
2024年北美和歐洲汽車售後市場診斷和移動維護服務
面向汽車維修售後市場的金融產品與服務
2024年北美和歐洲依金融工具分類的車隊維護售後市場機會
車隊維護售後市場的互聯、自主、共享和電氣化 CASE 服務
車隊維護售後市場的CASE 策略
北美和歐洲新興及先進的售後市場車隊管理服務的滲透
來自新興/發展中的售後市場車隊管理服務的收入*
北美新興和先進售後市場車隊管理服務的未來
歐洲新興和先進售後市場車隊管理服務的未來
三大預測

發展機會

成長機會 1：電動車（EV）服務與維護
成長機會 2：進階駕駛輔助系統（ADAS）模組診斷與校準
成長機會 3：資料驅動的維護解決方案

附錄與後續步驟

簡介目錄

Product Code: PFRJ-41

Digital Value Chain Transformation in North America and Europe Fuels Telematics-Led Growth in the Fleet Maintenance Aftermarket

This Frost & Sullivan study analyzes the automotive fleet service aftermarket in North America and Europe. CASE-driven transformational megatrends, geopolitical escalations in Europe, and rising competitive intensity in the value chain are driving digital transformation through telematics and connected technology in the automotive fleet maintenance aftermarket. This study explores aftermarket strategies and quantifies the size in revenue of scheduled and unscheduled services in the conventional and emerging or advanced aftermarket fleet management segment.. Conventional fleet services include preventive maintenance, repair services, warranty and recall management, roadside assistance (RSA), OE maintenance, parts and inventory management, and tire and fuel management. The emerging or advanced fleet services include telematics and fleet management software, driver training and safety programs, environmental compliance, remarketing and disposal services, diagnostics and mobile maintenance services, financial instruments, and CASE services. This report also quantifies the revenue potential of replacement demand in the fleet maintenance automotive aftermarket, focusing on passenger vehicles and light trucks (classes 1-3) in North America and multi-purpose vehicles, sports utility vehicles, vans, and pickups (classes A-F) in Europe. The study estimates and forecasts revenue across multiple replacement categories such as batteries, brake parts, filters, wipers, engine oil, starters/alternators, steering and suspension, and heating, ventilation, and air conditioning (HVAC). In addition, this deliverable quantifies the replacement potential in 2030. This report identifies key trends shaping the automotive fleet maintenance aftermarket, various strategies of value chain participants, emerging business models, and monetization avenues.

The report examines the factors driving and restraining growth and identifies the opportunities emerging from the changes in this space for market players and stakeholders to leverage. The base year is 2024, and the forecast period is 2030.

The Impact of the Top 3 Strategic Imperatives on the Fleet Services Aftermarket

Transformative Megatrends

Why

Connected, autonomous, shared, and electric (CASE) technologies are reshaping the fleet maintenance aftermarket by influencing operational strategies, improving efficiency, and enabling new business models.

Frost Perspective

Key factors such as telematics integration, predictive maintenance scheduling, the ""uberization"" of maintenance, and evolving service paradigms for emerging vehicle parc will continue to drive changes in the fleet maintenance aftermarket.

Geopolitical Chaos

Why

Escalating geopolitical tensions in the Middle East and surrounding regions are disrupting supply chains, increasing costs, and forcing shifts in operational strategies.

Frost Perspective

The automotive aftermarket will need to rethink supply chain and distribution models while remaining highly price-conscious in order to serve a fragile economy.

Competitive Intensity

Why

Competitive intensity in the fleet maintenance aftermarket is rising, fueled by market growth, technological advancements, and cost pressures. Providers are being compelled to deliver tailored, cost-effective solutions to maintain their position.

Frost Perspective

Companies that embrace sustainability trends and expand mobile maintenance services will be well-positioned to gain a competitive edge in this evolving landscape.

Scope of Analysis

Scope

North America (United States and Canada)
Europe (Austria, Belgium, Croatia, the Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Spain, Sweden, Switzerland, Turkey, and the United Kingdom)
Study period 2024-2030
Base year 2024
Forecast period 2025-2030
Monetary unit US Dollars; all revenues are at manufacturer level price (MLP)

Key Competitors

NORTH AMERICA
- Geotab
- Verizon Connect
- FleetNet America
- Omnitracs
- MiX Telematics
- Jiffy Lube Fleet Services
- Spiffy
- Trimble
- Fleet Complete
- Holman Fleet Services
- Zonar
- Corporate Fleet Services
- Asset Works Inc
- T-Mobile USA, Inc
- AFC - Automotive Finance Corp
- Managed Mobile, Inc
- L.A. Fleet Care, Inc
- Wisdom and Authority Title Solutions LLC
- Wilmar Inc
- Fleet One, LLC
- Enterprise Fleet Management
- Amerit Fleet Solutions
EUROPE
- Targa Telematics
- Arval
- ALD Automotive
- LeasePlan
- Alphabet
- Athlon
- Viasat
- Webfleet Solutions (TomTom)
- Fleet Complete
- MiX Telematics
- Geotab
- Zonar
- Fleetcor
- Ctrack
- Teletrac Navman
- TomTom Telematics
- ProFleet
- Carglass
- Fleet Management Solutions
- Agero
- Samsara
- Wheels

Growth Drivers

Growth of Shared Mobility and Commercial Vehicle Utilization: The rising demand for ride-hailing, car-sharing, and rental services is significantly increasing fleet utilization. This higher operational intensity translates into greater maintenance needs and more frequent service cycles, positioning shared mobility as one of the strongest growth drivers in the fleet maintenance aftermarket.
Integration of Telematics and Connected Vehicle Technologies: Telematics systems are enabling smarter, real-time fleet diagnostics and proactive maintenance alerts. Far from being a passing trend, this is a core driver that underpins predictive maintenance solutions and new service models, improving efficiency and uptime across fleets.
Electrification of Fleets: The transition to electric vehicles (EVs) is reshaping maintenance requirements, creating new service categories while reducing demand for traditional ones such as oil changes. Fleet operators are steadily investing in EV readiness, making electrification a long-term structural driver in the market.
On-Demand and Mobile Maintenance Services: Fleets are increasingly moving toward agile, mobile maintenance solutions to reduce downtime and boost operational flexibility. This shift is fueling demand for service providers capable of delivering at-location support, especially in urban and high-utilization environments.
Expansion of Service Networks and Strategic Partnerships: To streamline operations and ensure coverage across wider geographies, fleet operators are expanding partnerships with third-party maintenance providers, dealership networks, and independent garages. This collaborative approach is strengthening service availability and driving market efficiency.

Growth Restraints

Shortage of Skilled Technicians: A persistent shortage of qualified technicians is increasing labor costs and lengthening repair times.
Rising Costs of Parts and Labor: Inflation and supply chain disruptions are pushing up costs, straining fleet maintenance budgets.
Economic Uncertainty: Fluctuating macroeconomic conditions are causing fleets to delay or limit maintenance spending as companies prioritize only essential expenditures.
Complexity of Maintenance for Diverse Fleets: Managing maintenance for multiple vehicle types and platforms complicates scheduling and compliance with OEM guidelines, creating inefficiencies.
Competition from Independent Aftermarket Providers: Independent providers are capturing market share by offering competitive pricing and flexible service models, challenging traditional OEMs and established service providers.

Competitive Environment

Number of Competitors
- Ecosystem of multiple stakeholders in the value chain
Competitive Factors
- Cost, performance, schedule, support, technology, reliability, customer relationships
Key End-user Industry Verticals
- Automotive, shared, last mile logistics, and delivery, among others
Leading Competitors
- LeasePlan, Arval (BNP Paribas Group), Verizon Connect, Trimble
Other Notable Competitors
- Omnitracs, Alphabet, Geotab, and Webfleet Solutions, among others
Distribution Structure
- Original Equipment Supplier (OES), Independent Aftermarket (IAM), direct to fleet
Notable Acquisitions and Mergers
- ALD Automotive acquired LeasePlan in 2023; Wheels merged with Donlen and LeasePlan USA in 2023; Solera acquired Omnitracs in 2021; Bridgestone acquired Azuga in 2021

Transformation in the Fleet Services Aftermarket

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Fleet Services Aftermarket

Ecosystem in the Fleet Services Aftermarket

Scope of Analysis
Fleet Services Aftermarket Value Chain
Key Competitors*
Fleet Service and Maintenance Aftermarket Value Chain
Overview of Key Aftermarket Fleet Management Services
Key Questions This Research Deliverable Will Address
Competitive Environment

Growth Generator in the Fleet Services Aftermarket

Growth Drivers
Growth Restraints

Growth Generator in the Fleet Services Aftermarket

Key Findings-Fleet Management Services Aftermarket
Key Findings-Repair and Maintenance Services Aftermarket
Overview of Key Opportunities in the Passenger Cars and Light Commercial Vehicles Fleet Services Aftermarket
Fleet Penetration in Passenger Cars and Light Commercial Vehicles Parc
Penetration of Aftermarket Fleet Maintenance and Management Services in Fleet VIO
Fleet Services Aftermarket Revenue, North America and Europe
Key Trends Shaping the North American and European Fleet Maintenance and Services Aftermarket, 2024
Emerging Regional Trends
Fleet Management Companies' Aftermarket Strategy
OEM Aftersales Strategies in the Fleet Services Aftermarket, 2024
OEM Monetization Strategies in Fleet Services Aftermarket, 2024

Growth Generator in Fleet Services Aftermarket

Conventional Aftermarket Fleet Management Services
Preventive Maintenance Services Aftermarket
Key Repair Avenues in the Fleet Maintenance Aftermarket
North American Fleet Maintenance Aftermarket, Replacement Part Revenue
European Fleet Maintenance Aftermarket, Replacement Part Revenue
Spend on Replacement Components per Vehicle in North American Fleets
Spend on Replacement Components per Vehicle in European Fleets
Warranty, Loyalty, and Reward Programs in the Fleet Services Aftermarket, North America and Europe, 2024
Roadside Assistance RSA Services Strategies in the Fleet Services Aftermarket
Replacement Part and Inventory Management Companies in the Fleet Services Aftermarket, North America and Europe
Parts and Inventory Management Strategy and Recommendations for the Fleet Maintenance Aftermarket
OEM Channel Activity in Fleet Services Aftermarket
Distribution Channel Strategies in Fleet Maintenance Aftermarket
Tire and Fuel Management Services in Fleet Maintenance Aftermarket
Penetration of Conventional Aftermarket Fleet Management Services in North America and Europe
Revenue* from Conventional Aftermarket Fleet Management Services
Future of North American Conventional Aftermarket Fleet Management Services
Future of European Conventional Aftermarket Fleet Management Services

Growth Generator in Fleet Services Aftermarket

Emerging/Advanced Aftermarket Fleet Management Services
Telematics and Fleet Management Software
Driver Training and Safety Programs
Environmental Compliance, Remarketing, and Disposal Services
Diagnostic and Mobile Maintenance Services
Diagnostic and Mobile Maintenance Services in Fleet Maintenance Aftermarket, North America and Europe, 2024
Financial Instrument Services in Fleet Maintenance Aftermarket
Opportunities in Fleet Maintenance Aftermarket from Financial Instruments, North America and Europe, 2024
Connected, Autonomous, Shared, and Electric CASE Services in Fleet Maintenance Aftermarket
CASE Strategies in Fleet Maintenance Aftermarket
Penetration of Emerging/Advanced Aftermarket Fleet Management Services in North America and Europe
Revenue* from Emerging/Advanced Aftermarket Fleet Management Services
Future of North American Emerging/Advanced Aftermarket Fleet Management Services
Future of European Emerging/Advanced Aftermarket Fleet Management Services
3 Big Predictions

Growth Opportunity Universe

Growth Opportunity 1: Electric Vehicle EV Service & Maintenance
Growth Opportunity 2: Advanced Driver Assistance Systems ADAS Module Diagnostics and Calibration
Growth Opportunity 3: Data-Driven Maintenance Solutions