全球物流和運輸市場按收入、貨運方式、地區、業務場景和應用案例分類－預測至2035年

全球物流支出預計將從 2024 年的 9.4 兆美元成長到 2035 年的 23 兆美元，複合年成長率為 8.4%。

物流運輸市場的成長主要受技術創新、全球貿易擴張和消費者期望變化的驅動。人工智慧、物聯網和自動化技術的日益普及，使企業能夠提高路線效率、減少庫存，並滿足消費者對更快、更可靠交付的需求。供應鏈營運的數位化，包括倉庫自動化、智慧追蹤和進階分析，正在提升市場各環節的透明度和成本效益。

預計到2024年，全球物流總支出將達到9.4兆美元，其中城市物流支出將達到1.2兆美元（佔總額的12.5%）。城市物流專注於在城市環境中高效運輸貨物，隨著企業和政府應對都市化、交通堵塞和消費者期望變化等挑戰，城市物流已在物流預算中佔據相當大的比例。

隨著數位平台、人工智慧和協作生態系統中新用例的出現，幾個關鍵趨勢正在塑造該產業的未來。

物流運輸市場正經歷一場變革，其驅動力是旨在最佳化效率、支持擴充性並實現永續性目標的創新商業模式。其中一個特別突出的趨勢是第五方物流 (5PL) 供應商的崛起。這些供應商管理和最佳化整個供應鏈網路，並作為第三方物流 (3PL) 和第四方物流 (4PL) 服務的全面協調者。綜合辦法有望推動市場顯著擴張。該趨勢旨在應對日益複雜的全球物流，並將協調和整合置於競爭策略的核心地位。

人工智慧驅動的路線最佳化是另一個關鍵業務應用場景。利用機器學習和即時數據動態最佳化運輸和配送路線，可以最大限度地提高資源利用率並降低營運成本。採用人工智慧路線規劃的企業可以將每次配送成本降低高達 30%，這充分證明了投資人工智慧技術在車隊管理、編隊行駛和高效路線規劃方面的商業價值。其他新興趨勢包括碳抵銷物流平台、倉儲共用平台、類似 Uber 的貨運模式以及群眾外包最後一公里配送，所有這些都在推動產業的創新和成長。

中國在物流和運輸市場佔有主導地位。

中國貨運市場的主要成長動力包括數位貨運平台和基於人工智慧的路線最佳化技術的快速發展。這些技術透過即時運力匹配，顯著提高了卡車運轉率，減少了空服里程。政府主導的基礎設施建設項目，例如公路和鐵路的多模態以及高速公路的擴建，促進了高效的遠距和跨境貨運，將內陸製造商與全球門戶連接起來。在都市區「綠色走廊」部署具有競爭力的純電動和液化天然氣動力卡車，正在加速永續貨運的發展。大規模的低溫運輸投資也為此提供了支持，以滿足不斷成長的生鮮食品和藥品需求。嚴格的托盤標準化目標和基於物聯網的追蹤系統正在推動貨櫃的廣泛應用，提高營運效率，並促進合規性。電子商務的興起進一步推動了都市區對當日達的需求，這需要配備先進技術的多元化車隊來滿足複雜的庫存管理和快速履約的需求。

本報告對全球物流和運輸市場進行了分析，提供了有關關鍵促進因素和限制因素、競爭格局和未來趨勢的資訊。

目錄

第1章 引言

第2章執行摘要

第3章物流產業的關鍵趨勢

• 電動卡車將主導全球貨運
• 物流永續燃料的興起
• 自主貨運網路革命
• 分散式倉儲發展勢頭強勁
• 無人機在最後一公里和緊急配送的應用
• 綠色貨物轉型
• 數位貨運經紀業務的快速成長

第4章物流業的現況與未來

• 全球物流產業：目標區隔市場
• 全球物流支出（佔GDP的百分比）及主要細分市場
  • 第一部分：交通運輸
  • 第二部分：倉儲和配送
  • 第三部分：貨運
  • 第四部分：第三方/物流（3PL/4PL）
  • 第五部分：數位化物流
  • 第六部分：逆向物流
  • 第七部分：專業物流
  • 第 8 部分：加值物流服務
• 價值鏈的演變

第5章 城市物流的未來趨勢與機會

第6章物流產業的關鍵促進因素

• 促進因素 1：機器人與自動化
• 促進因素二：數位化
• 促進因素3：近岸外包
• 促進因素四：脫碳
• 促進因素5：貿易前景與關稅
• 促進因素六：技術創新

第7章：新的業務場景和用例

• 第五方物流（5PL）供應商
• 人工智慧驅動的路線最佳化
• 貨運版的 Uber
• 倉庫共用平台
• 群眾外包最後一公里配送
• 碳抵銷物流平台

第8章結論

第9章附錄

The global logistics spending is expected to reach USD 23.0 trillion in 2035, from USD 9.4 trillion in 2024, with a CAGR of 8.4%.

The growth of the logistics and transportation market is being driven by a combination of technological innovation, rising global trade, and evolving consumer expectations. Increasing adoption of AI, IoT, and automation allows companies to streamline routes, reduce inventory, and meet demand for fast, reliable delivery. Digitization of supply chain operations-including warehouse automation, smart tracking, and advanced analytics-is enabling greater visibility and cost efficiency in every segment of the market.

In 2024, total logistics expenditure was estimated at USD 9.4 trillion, with urban logistics accounting for USD 1.2 trillion or 12.5% of this total. Urban logistics, which includes activities dedicated to efficiently moving goods within city environments, is already commanding a considerable share of logistics budgets as businesses and administrations address the challenges posed by urbanization, traffic congestion, and shifting consumer expectations.

Several pivotal trends are shaping the industry's future, with new use cases emerging across digital platforms, AI, and collaborative ecosystems.

The logistics & transportation market is undergoing a transformative shift, fueled by innovative business scenarios designed to optimize efficiency, support scalability, and meet sustainability goals. One prominent scenario is the rise of 5PL providers. They manage and optimize complete supply chain networks, acting as an overarching coordinator for 3PL and 4PL services. Their comprehensive approach, which leverages centralized control, is expected to drive significant market expansion. This scenario addresses the increasing complexity of global logistics, putting orchestration and integration at the forefront of competitive strategy.

AI-powered route optimization is another critical business scenario. Leveraging machine learning and real-time data, these solutions dynamically create optimal transport and delivery routes, maximizing resource utilization and reducing operational expenses. Organizations using AI-driven routing can achieve savings of up to 30% per delivery load, underlining the strong business case for investment in AI technology for fleet management, platooning, and efficient route planning. Several other emerging trends are also present, including carbon offset logistics platforms, warehouse sharing platforms, freight uberization, and crowdsourced last-mile delivery, all of which are driving innovation and growth in the sector.

China holds a leading position in the logistics & transportation market.

Key growth drivers for China's freight transportation market include rapid advancements in digital freight platforms and AI-based route optimization, which significantly increase truck utilization and reduce empty miles through real-time capacity matching. Government-backed infrastructure initiatives, such as road-rail multimodal integration and expressway network expansion, enable efficient long-haul and cross-border trucking, connecting inland manufacturers to global gateways. Competitive battery-electric and LNG truck deployments in urban "green corridors" accelerate sustainable freight, supported by large-scale cold-chain investments to handle rising demand for perishable goods and pharmaceuticals. Stringent pallet standardization targets and IoT-based tracking are driving container penetration, streamlined operations, and compliance. E-commerce proliferation further fuels the demand for same-day urban deliveries, necessitating diversified, technologically advanced fleets to meet complex inventory and quick-fulfillment expectations.

In-depth interviews were conducted with CEOs, marketing directors, other innovation and strategy directors, and executives from various key organizations operating in this market.

• By Company Type: Logistics & Transportation Players - 45%, OEMs - 10%, Logistics Platform Providers - 25%, Reverse & Specialized Players - 20%
• By Designation: C Level - 40%, Directors - 40%, Others - 20%
• By Region: Americas - 20%, Europe - 30%, Asia Pacific (China, India, ASEAN) - 30%

The logistics & transportation market is led by established players such as DHL Group (Germany), FedEx Express (US), Maersk (Denmark), JDL Group (US), ShipBob (US), WebExpress (Russia), Blackbuck (India), Streebo (US), IBM (US), and UPS (US), among others.

Key Benefits of Buying this Report:

The logistics & transportation market report will help market leaders and new entrants with information on business scenarios and use cases for logistics & transportation players. The report also helps stakeholders understand the market's pulse and provides information on key market drivers, trends, and opportunities.

The report provides insights into the following points:

Analysis of Key Drivers (robotics and automation, digitalization across supply chain, nearshoring, decarbonization, and trade prospects and tariffs)

Product Development/Innovation: Detailed insights on development activities, as well as business scenarios for the logistics & transportation market

Market Development: Comprehensive information about lucrative markets; the report analyzes the logistics & transportation market across varied regions.

Market Diversification: Exhaustive information about business opportunities, revenue potential, untapped geographies, and investments in the logistics & transportation market

TABLE OF CONTENTS

1 INTRODUCTION

2 EXECUTIVE SUMMARY

• 2.1 KEY FINDINGS
• 2.2 GLOBAL LOGISTICS SPENDING (AS % OF GDP)
• 2.3 TRENDS LIKELY TO IMPACT LOGISTICS INDUSTRY BY 2035
• 2.4 SEGMENTS COVERED
• 2.5 FUTURE TRENDS AND IMPACT
• 2.6 FACTORS DRIVING LOGISTICS INDUSTRY
• 2.7 URBAN LOGISTICS SPENDING
• 2.8 NEW BUSINESS SCENARIOS AND USE CASES

3 KEY TRENDS IN LOGISTICS INDUSTRY

• 3.1 ELECTRIC TRUCKS TO DOMINATE FREIGHT MOVEMENT GLOBALLY
• 3.2 RISE OF SUSTAINABLE FUELS IN LOGISTICS
• 3.3 REVOLUTION OF AUTONOMOUS FREIGHT NETWORKS
• 3.4 DECENTRALIZED WAREHOUSING TO GAIN MOMENTUM
• 3.5 INTEGRATION OF DRONES IN LAST-MILE AND URGENT DELIVERIES
• 3.6 SHIFT TOWARD GREEN FREIGHT
• 3.7 RAPID GROWTH OF DIGITAL FREIGHT BROKERAGE

4 PRESENT AND FUTURE OF LOGISTICS INDUSTRY

• 4.1 GLOBAL LOGISTICS INDUSTRY: SEGMENTS COVERED
• 4.2 GLOBAL LOGISTICS SPENDING (AS % OF GDP) AND KEY SEGMENTS
  • 4.2.1 SEGMENT 1: TRANSPORTATION
  • 4.2.2 SEGMENT 2: WAREHOUSING AND DISTRIBUTION
  • 4.2.3 SEGMENT 3: FREIGHT FORWARDING
  • 4.2.4 SEGMENT 4: THIRD-PARTY AND FOURTH-PARTY LOGISTICS (3PL AND 4PL)
  • 4.2.5 SEGMENT 5: DIGITAL LOGISTICS
  • 4.2.6 SEGMENT 6: REVERSE LOGISTICS
  • 4.2.7 SEGMENT 7: SPECIALIZED LOGISTICS
  • 4.2.8 SEGMENT 8: VALUE-ADDED LOGISTICS SERVICES
• 4.3 VALUE CHAIN EVOLUTION

5 FUTURE TRENDS AND OPPORTUNITIES IN URBAN LOGISTICS

6 KEY DRIVERS OF LOGISTICS INDUSTRY

• 6.1 DRIVER 1: ROBOTICS AND AUTOMATION
• 6.2 DRIVER 2: DIGITALIZATION
• 6.3 DRIVER 3: NEARSHORING
• 6.4 DRIVER 4: DECARBONIZATION
• 6.5 DRIVER 5: TRADE PROSPECTS AND TARIFFS
• 6.6 DRIVER 6: TECHNOLOGICAL INNOVATIONS

7 NEW BUSINESS SCENARIOS AND USE CASES

• 7.1 FIFTH-PARTY LOGISTICS (5PL) PROVIDERS
• 7.2 AI-POWERED ROUTE OPTIMIZATION
• 7.3 UBERIZATION OF FREIGHT
• 7.4 WAREHOUSE-SHARING PLATFORMS
• 7.5 CROWD-SOURCED LAST-MILE DELIVERY
• 7.6 CARBON OFFSET LOGISTICS PLATFORMS

8 CONCLUSION

9 APPENDIX