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市場調查報告書
商品編碼
1892096
全球中型、大型商用車售後市場策略分析(2025)Strategic Analysis of the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket, 2025 |
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全球經濟策略規劃將推動卡車售後市場實現變革性成長,預計2025年零件收入將成長4.3%。
2024年,由於中型(MD)和重型(HD)卡車銷售下滑,全球商用車市場面臨巨大逆風,這一趨勢持續到2025年上半年。美國卡車替換零件售後市場受到一系列挑戰帶來的經濟不確定性的不利影響,這些挑戰包括美國的貿易和關稅政策、更嚴格的排放氣體法規、通貨膨脹上升、供應鏈中斷以及消費者支出下降。
2024年,全球中型和重型卡車在運作車輛總數(VIO)為4,980萬輛,許多車隊仍在使用舊車輛。卡車零件收入主要來自引擎和變速箱系統、暖通空調(HVAC)和溫度控管系統、燃油管理組件、感測器、排氣系統、輪胎和潤滑油。
由於各國政府支持以其他方式穩定國內經濟,預計到2025年,整個售後市場將成長 4.3%。儘管面臨全球挑戰,但中國、印度和一些拉丁美洲國家等市場正呈現穩定成長,顯示貨運和卡車運輸產業前景光明。
弗若斯特沙利文發布的《2025年全球輕型和重型商用車售後市場分析報告》對2024年至2030年進行了預測,重點關注關鍵零件類別和成長機會。報告著重分析了2024年影響全球輕型和重型商用卡車售後市場的關鍵趨勢和成長機會。展望範圍涵蓋北美、拉丁美洲、歐洲、亞太地區以及中東和非洲,並重點分析了主要貢獻市場。
市場預測基於多個參數,例如平均里程、車輛登記量(VIO)、新車銷售、車齡、更換率、特定區域的營運環境等。每個區域分析都包括對售後市場規模、車輛登記量、新車銷售、收入和通路趨勢的分析和資料。
其他見解包括新興的售後市場趨勢、主要 OEM 和零件供應商的活動、經銷商和零售商的策略,以及原始設備服務(OES)和獨立售後市場(IAM)服務管道的成長機會。
報告摘要:
中型和重型商用車售後市場
隨著車輛老化和技術進步推動對替換零件和互聯服務的需求,全球中型、大型商用車售後市場經歷變革時期。預計到2025年,該市場將以每年4.3%的速度成長,達到約1594億美元。成長的促進因素包括車輛保有量的增加、利用遠端資訊處理技術進行預測性維護,以及亞太和拉丁美洲物流活動的增加。向軟體定義和電動化商用車的轉型改變服務模式,而獨立的售後市場通路正與OEM網路同步擴張。
主要市場趨勢與洞察:
市場展望:
2024年至2030年間,全球中型、大型商用車售後市場收入將超過2,120億美元,年複合成長率約為5.7%。新興地區汽車保有量不斷成長,市場擴張最為顯著;而成熟市場則專注於數位化服務整合和先進的維護解決方案。
市場概況 - 中型、大型商用車售後市場,2025年
在全球經濟不確定性下,中型、大型商用車售後市場仍保持強勁動能。全球中型、大型卡車的平均車齡超過12年,這推動了商用車售後市場對維護和更換零件的穩定需求。車隊營運商希望透過投資優質零件來延長車輛使用壽命並最佳化運轉率。
依地區:
商用車售後市場對遠端資訊處理和人工智慧驅動的預測性維護的日益普及,重新定義服務模式,使車隊能夠減少停機時間並降低維護成本。
2025年中型、大型商用車售後市場收入預測
全球中型、大型商用車售後市場預計將從2024年的約 1,528.6億美元成長到2030年的2,129.1億美元,2024年至2030年的年複合成長率將達到 5.7%。
主要地區的年複合成長率預測如下:
分析範圍 - 中型、大型商用車售後市場,2025年
本報告的範圍僅限於中型(MD)和重型(HD)商用車售後市場,重點關注以下幾個方面:
研究週期為2023年至2030年,以2024年為基準年。收入計算包括售後零件銷售額,但通常不包括業務收益(除非另有說明)。值得注意的是,所有財務資料均以製造商為單位進行計量,並以美元計價,以確保市場比較的一致性。
2025年中型、大型商用車售後市場區隔分析
依零件類別:
依通路:
依地區分類(2025年預測):
競爭格局 - 中型、大型商用車售後市場,2025年
中型、大型商用車售後市場的特點是整合程度不斷提高、數位轉型和跨產業夥伴關係日益增加:
Measured Global Economic Ventures are Driving Transformational Growth in the Trucking Aftermarket, Leading to 4.3% Growth in Parts Revenue in 2025
The global commercial vehicle market faced significant headwinds in 2024, with declining sales in the medium-duty (MD) and heavy-duty (HD) truck segments. This trend continued into the first half of 2025. Economic uncertainty, exacerbated by trade and tariff policies in the United States, stricter emission standards, rising inflation, supply chain disruptions, and reduced consumption, among other challenges, adversely affected the global truck replacement parts aftermarket.
The overall vehicles-in-operation (VIO) of the MD and HD trucks segments stood at 49.8 million units globally in 2024, with many fleets retaining older vehicles. The majority of truck parts revenue came from engine and transmission systems; heating, ventilation, and air conditioning (HVAC) and thermal management systems; fuel management components; sensors; exhaust systems; tires; and lubricants.
The overall aftermarket is projected to grow by 4.3% in 2025, supported by countries pursuing alternative paths to ensure domestic economic stability. Despite global challenges, markets such as China, India, and select Latin American countries are showing steady growth, indicating a positive outlook for the freight and trucking sectors.
This Frost & Sullivan analysis of the 2025 global MD and HD commercial vehicle aftermarket provides forecasts for 2024 to 2030, identifying major parts categories and key growth opportunities. It identifies key trends and growth opportunities that impacted the 2024 global MD and HD truck aftermarket. The outlook covers the geographic regions of North America, Latin America, Europe, Asia-Pacific, and the Middle East and Africa, highlighting major contributor markets.
Market forecasts are based on multiple parameters, including average miles driven, VIO, new truck sales, vehicle age, replacement rates, and region-specific operating environments. Each regional analysis includes analysis and data on aftermarket size, VIO, new truck sales, revenues, and distribution channel dynamics.
Additional insights include emerging aftermarket trends, major OEM and parts supplier activities, distributor and retailer strategies, and growth opportunities across both original equipment service (OES) and independent aftermarket (IAM) service channels.
Report Summary:
Medium & Heavy-Duty Commercial Vehicle Aftermarket Market
The global medium & heavy-duty commercial vehicle aftermarket is entering a transformation phase as aging vehicle fleets and technological advancements drive demand for replacement parts and connected services. By 2025, the market is projected to grow by 4.3% year-over-year, reaching an estimated USD 159.4 billion. Growth is fueled by rising fleet retention rates, telematics-enabled predictive maintenance, and increased logistics activity in Asia-Pacific and Latin America. The shift to software-defined and electrified commercial vehicles is reshaping service models, while independent aftermarket channels expand alongside OEM networks.
Key Market Trends & Insights:
Market Outlook:
Global medium & heavy-duty commercial vehicle aftermarket revenues are expected to grow at a CAGR of approximately 5.7% from 2024 to 2030, reaching over USD 212 billion. Market expansion is strongest in emerging regions with growing fleets, while mature markets focus on digital service integration and advanced maintenance solutions.
Market Overview - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The medium & heavy-duty commercial vehicle aftermarket remains resilient amid global economic uncertainties. The average age of medium and heavy trucks globally exceeds 12 years, stimulating steady demand for maintenance and replacement parts within the commercial vehicle aftermarket sector. Fleet operators are extending vehicle lifecycles and investing in high-quality parts to optimize operational uptime.
Regionally:
The increasing adoption of telematics and AI-powered predictive maintenance within the commercial vehicle aftermarket is redefining service models, enabling fleets to reduce downtime and decrease maintenance costs.
Revenue Forecast - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The global medium & heavy-duty commercial vehicle aftermarket market is forecast to grow from approximately USD 152.86 billion in 2024 to reach USD 212.91 billion by 2030, at a robust compound annual growth rate (CAGR) of 5.7% over the 2024-2030 period.
Key regional CAGR projections include:
Scope of Analysis - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
This report's scope specifically covers the medium-duty (MD) and heavy-duty (HD) commercial vehicle aftermarket market, focusing on:
The study period spans from 2023 to 2030, with 2024 as the base year. Revenue calculations include aftermarket parts sales but generally exclude service revenues unless explicitly stated. Importantly, all financial data is measured at the manufacturer level and reported in US dollars to maintain consistency in market comparisons.
Segmentation Analysis - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
By Component Category:
By Distribution Channel:
By Region (2025 Forecast):
Competitive Landscape - Medium-and Heavy-Duty Commercial Vehicle Aftermarket, 2025
The medium & heavy-duty commercial vehicle aftermarket is characterized by increasing consolidation, digital transformation, and cross-industry partnerships: