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市場調查報告書
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1940761

商用車遠端資訊處理：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

Commercial Vehicle Telematics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 121 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2025年商用車遠端資訊處理市場價值為184.8億美元，預計到2031年將達到419.7億美元，而2026年為211.9億美元。

預計在預測期（2026-2031 年）內，複合年成長率將達到 14.65%。

商用車遠端資訊處理市場-IMG1

隨著車隊從被動維護轉向預測性、數據驅動的最佳化，市場需求正在加速成長，而電子記錄設備和安全法規等法律強制要求也推動了這一趨勢。現代重型卡車每分鐘可從100多個感測器產生高達20GB的數據，這使得機器學習模型能夠預防77%的計劃外故障。基於訂閱的數據貨幣化模式、用於遠端路線的混合蜂窩/衛星通訊以及降低總體擁有成本的經濟需求，都在推動市場成長。產業整合正在重塑競爭格局，Platform Science以3億美元的歷史收入收購Trimble的遠端資訊處理部門便是一個例證。

全球商用車遠端資訊處理市場趨勢與洞察

重型卡車中工廠出貨時裝載OEM遠端資訊處理系統的採用率不斷提高

OEM整合正在將價值從售後改裝轉移到利用車輛專用網路的原廠系統，從而提高資料完整性並降低安裝成本。沃爾沃的最新平台連接了歐洲各地85,000輛卡車，每月產生4,000條預測性維護警報，並預防了77%的故障。車隊透過保固完整性和無縫的空中升級，獲得了高投資報酬率(ROI)。 OEM廠商正在將遠端資訊處理作為標準配置，從而改變了與獨立供應商之間的競爭格局。

強制性電子記錄設備（ELD）和安全法規

美國聯邦道路運輸安全管理局 (FMCSA) 2025 年的修訂案將把自動緊急煞車、限速器以及擴大藥物和酒精檢測範圍納入現有的電子記錄設備 (ELD) 要求，從而加大合規壓力。歐盟也緊隨其後，頒布了第 2024/2220 號法規，強制要求在 2026 年 1 月前使用事件資料記錄器。統一的標準將提高供應商的規模經濟效益，並透過自動化文件處理減輕承運商的審核負擔。

連網商用車輛的網路安全漏洞

不斷擴大的攻擊面使煞車和轉向等關鍵系統面臨被惡意攻擊者入侵的風險。歐盟安全法規強制要求對汽車網路安全進行管理，這不僅增加了合規的複雜性，也凸顯了潛在的責任風險。空中下載 (OTA) 更新進一步擴大了攻擊面，因此，健全的安全框架和第三方審核對於確保車隊可靠性至關重要。

細分市場分析

到2025年，解決方案將佔據商用車遠端資訊處理市場62.85%的佔有率，因為車隊依賴核心模組進行追蹤、合規性和預測性維護。同時，隨著系統複雜性的增加，營運商將分析和管理功能外包，託管服務將以16.04%的複合年成長率成長。商用車遠端資訊處理市場服務的擴張反映了市場重心從技術應用轉向價值創造。

Geotab 的應用程式市場提供數百個第三方應用程式，這些應用程式在基礎資料饋送之上疊加了分析和工作流程自動化功能。車隊營運商越來越願意支付訂閱費以獲取持續的洞察訊息，而不是直接購買硬體。這種服務趨勢正在重新平衡供應商的收入來源，並提高客戶留存率。

到2025年，OEM解決方案將佔據商用車遠端資訊處理市場57.40%的佔有率，這主要得益於卡車製造商在工廠預裝連網功能。售後市場供應商仍將維持15.46%的複合年成長率，主要服務於OEM捆綁包所忽略的改裝和細分應用領域。與OEM平台相關的商用車遠端資訊處理市場規模將與新車產量成正比成長，但由於第三方軟體生態系統的開放性，傳統界限正在變得模糊。

Platform Science斥資3億美元收購Trimble子公司，打造了一個統一的車載市場，該市場基於OEM硬體運行，但支援客製化工作流程。資料存取的爭奪戰圍繞著專有的CAN訊號展開，監管機構正在仔細審查如何確保獨立服務供應商獲得公平的存取權限。

區域分析

2025年，北美貢獻了32.20%的收入，這得益於美國聯邦道路運輸安全管理局（FMCSA）嚴格的安全法規和廣泛的行動網路覆蓋範圍。 2025年生效的強制自動緊急煞車系統將進一步推動其普及，而高昂的人事費用使得投資收益率（ROI）的計算至關重要。 Platform Science收購Trimble的資產以及GPS Trackit和Zonar Systems的合併重塑了競爭格局。數據貨幣化試點計畫（車隊營運商向保險公司出售匿名分析數據）凸顯了該地區對訂閱模式的強勁需求。

預計亞太地區將成為成長最快的地區，到2031年複合年成長率將達到17.05%。中國佔全球電動貨車銷量的80%，因此需要整合電池更換調度和充電器分析的車載資訊系統。目前，中國已有40%的重型電動貨車採用電池更換技術，這需要專用的應用程式介面（API）來實現即時能源管理。在澳洲和紐西蘭，隨著農業和礦業車輛數位化提高，預計到2028年，電動貨車的普及率將從26.6%提高到39.5%。隨著V2X技術在中國新車安全評估協會（NCAP）中成為強制性標準，汽車製造商正在整合C-V2X模組，從而加速系統性車載資訊系統的普及。

由於網路安全和事件資料記錄器（EDR）的通用安全法規將於2026年生效，歐洲在該領域保持強大的影響力。針對2.5噸以上車輛的數位式行車記錄器法規進一步擴大了潛在市場。雙卡車DSRC和C-V2X標準化使得可以使用來自多個供應商的硬體，而無需擔心供應商之間的兼容性問題。永續性目標正在推動零排放卡車遠端資訊處理技術的應用，以最佳化充電計畫和路線規劃。公共採購通常要求在市政合約中提供遠端資訊處理功能證明，這進一步促進了該技術的普及。

其他福利：

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 重型卡車中工廠出貨時裝載OEM遠端資訊處理系統的採用率不斷提高
    • 強制性電子記錄設備（ELD）和安全法規
    • 市場對人工智慧驅動的車隊最佳化的需求日益成長，以降低整體擁有成本
    • 電子商務最後一公里配送車輛的快速擴張
    • 訂閱式遠端資訊處理資料市場的興起
    • 將遠端資訊處理技術與零排放卡車的能源和充電管理系統整合
  • 市場限制
    • 連網商用車輛的網路安全漏洞
    • 發展中地區連結基礎建設碎片化
    • 小規模車隊營運商的成本和投資收益問題
    • 資料所有權和隱私合規障礙
  • 價值鏈分析
  • 監管環境
  • 波特五力分析
    • 新進入者的威脅
    • 買方和消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 宏觀經濟因素如何影響市場

第5章 市場規模與成長預測

  • 報價
    • 解決方案
      • 車輛追蹤和監控系統
      • 駕駛員管理
      • 保險遠端資訊處理
      • 安全與合規
      • V2X解決方案
      • 預測性維護和診斷
      • 資產和拖車追蹤
    • 服務
      • 專業服務
      • 託管服務
  • 按提供者類型
    • OEM
    • 售後市場
  • 按車輛類別
    • 輕型商用車
    • 重型和中型商用車輛
  • 透過通訊技術
    • 蜂窩通訊（2G/3G/4G/5G）
    • 衛星
    • 混合（蜂巢+衛星）
  • 終端用戶產業
    • 運輸/物流
    • 建築和採礦
    • 公共部門及緊急服務
    • 公共產業
    • 保險和租賃
    • 零售與電子商務
    • 其他（農業、廢棄物管理等）
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 西班牙
      • 俄羅斯
      • 其他歐洲地區
    • 亞太地區
      • 中國
      • 日本
      • 韓國
      • 印度
      • 澳洲和紐西蘭
      • 亞太其他地區
    • 中東和非洲
      • 中東
        • GCC
        • 土耳其
        • 其他中東地區
      • 非洲
        • 南非
        • 其他非洲地區

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Verizon Connect（Verizon Communications Inc.）
    • Geotab Inc.
    • Samsara Inc.
    • Trimble Inc.
    • Teletrac Navman（Vontier Corporation）
    • Powerfleet Inc.
    • Omnitracs LLC
    • Lytx Inc.
    • CalAmp Corp.
    • Webfleet Solutions
    • PTC Inc.
    • Octo Telematics SpA
    • Zonar Systems, Inc.
    • Gurtam Inc.
    • Motive Technologies Inc.
    • GPS Insight
    • Sierra Wireless（Semtech Corporation）
    • Cartrack Holdings Limited
    • IntelliShift（Vehicle Tracking Solutions, LLC（VTS））
    • Azuga Inc.
    • Platform Science, Inc.

第7章 市場機會與未來展望

簡介目錄
Product Code: 90687

The Commercial Vehicle Telematics Market was valued at USD 18.48 billion in 2025 and estimated to grow from USD 21.19 billion in 2026 to reach USD 41.97 billion by 2031, at a CAGR of 14.65% during the forecast period (2026-2031).

Commercial Vehicle Telematics - Market - IMG1

Demand accelerates as fleets shift from reactive maintenance to predictive, data-driven optimization, aided by regulatory mandates such as electronic logging devices and safety regulations. Modern heavy-duty trucks generate up to 20 GB of data per minute across more than 100 sensors, enabling machine-learning models that prevent 77% of unplanned breakdowns . Growth is reinforced by subscription-based data monetization models, hybrid cellular-satellite connectivity for remote routes, and the economic imperative to reduce total cost of ownership. Consolidation is reshaping the competitive landscape, as illustrated by Platform Science's acquisition of Trimble's telematics units for USD 300 million in trailing revenue.

Global Commercial Vehicle Telematics Market Trends and Insights

Increasing adoption of factory-installed OEM telematics in heavy trucks

OEM integration shifts value from aftermarket retrofits to factory systems that leverage native vehicle networks, enhancing data integrity and reducing installation costs. Volvo's latest platform connects 85,000 trucks across Europe, issuing 4,000 predictive-maintenance alerts per month and preventing 77% of breakdowns. Fleets gain higher ROI through warranty alignment and seamless over-the-air updates. OEMs now bundle telematics as standard equipment, altering competitive dynamics against stand-alone providers.

Mandatory electronic logging-device and safety regulations

The FMCSA's 2025 update incorporates automatic emergency braking, speed limiters, and expanded drug and alcohol testing into existing ELD requirements, thereby increasing compliance pressure. The EU mirrors this trend with Regulation 2024/2220, which mandates the use of event data recorders by January 2026 . Uniform standards increase scale economies for vendors and automate documentation, reducing audit burdens for carriers.

Cyber-security vulnerabilities in connected commercial vehicles

Expanded attack surfaces expose critical systems such as braking and steering to malicious actors. EU safety regulations now require automotive cybersecurity management, imposing compliance complexity but also highlighting potential liability exposure . Over-the-air updates widen entry points, making robust security frameworks and third-party audits essential for fleet trust.

Other drivers and restraints analyzed in the detailed report include:

  1. Demand for AI-driven fleet optimization to cut total cost of ownership
  2. Rapid expansion of last-mile e-commerce delivery fleets
  3. Fragmented connectivity infrastructure in developing regions

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solutions retained 62.85% of the commercial vehicle telematics market share in 2025 as fleets relied on core modules for tracking, compliance, and predictive maintenance. Managed services, however, are growing at 16.04% CAGR because rising system complexity pushes operators to outsource analytics and administration. The commercial vehicle telematics market's expansion in services reflects a shift from technology adoption to value extraction.

Geotab's marketplace hosts hundreds of third-party apps that layer analytics and workflow automation onto base data feeds. Fleets increasingly pay subscription fees for continuous insight rather than purchasing hardware outright. This service's momentum rebalances revenue streams and creates stickier customer relationships for vendors.

OEM solutions controlled a 57.40% share of the commercial vehicle telematics market in 2025, as truck makers embedded connectivity at the factory. Aftermarket providers still post a 15.46% CAGR by addressing retrofits and niche applications that OEM bundles overlook. The commercial vehicle telematics market size tied to OEM platforms grows with every new vehicle roll-off, yet openness to third-party software ecosystems blurs traditional boundaries.

Platform Science's purchase of Trimble's units for USD 300 million creates an integrated in-cab marketplace that can run on OEM hardware while supporting customized workflows. Data access wars center on proprietary CAN signals, with regulators monitoring to ensure fair access for independent service providers.

The Commercial Vehicle Telematics Market Report is Segmented by Offering (Solutions, Services), Provider Type (OEM, Aftermarket), Vehicle Class (Light Commercial Vehicles, Heavy and Medium Commercial Vehicles), Communication Technology (Cellular, Satellite, Hybrid), End-User Vertical (Transportation and Logistics, Construction and Mining, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America contributed 32.20% revenue in 2025, underpinned by FMCSA's tight safety regime and broad cellular coverage. Automatic emergency braking mandates, effective 2025, further elevate adoption, while high labor costs magnify ROI calculations. Platform Science acquired Trimble assets, and GPS Trackit merged with Zonar Systems, reshaping the competitive landscape. Data monetization pilots, where fleets sell anonymized insights to insurers, reflect the region's appetite for subscription models.

The Asia-Pacific region is the fastest-growing region, with a 17.05% CAGR through 2031. China commands 80% of global electric freight-truck sales, requiring telematics that integrate battery-swap scheduling and charger analytics. Battery swapping already covers 40% of Chinese heavy-duty e-trucks, demanding specialized APIs for real-time energy management. Australia and New Zealand anticipate a rise in penetration from 26.6% to 39.5% by 2028, as agriculture and mining fleets digitize their operations. V2X inclusion in China's NCAP prompts OEMs to embed C-V2X modules, accelerating the deployment of systemic telematics.

Europe maintains a robust presence due to General Safety Regulation provisions on cybersecurity and event data recorders, which will take effect starting in 2026. Digital tachograph rules, which extend to vehicles weighing more than 2.5 tonnes, broaden the addressable base. Dual-track DSRC and C-V2X standardization allows multi-vendor hardware without fragmentation. Sustainability goals promote zero-emission truck telematics that co-optimize route planning with charge scheduling. Public procurement often requires proof of telematics capability for municipal contracts, further boosting uptake.

  1. Verizon Connect (Verizon Communications Inc.)
  2. Geotab Inc.
  3. Samsara Inc.
  4. Trimble Inc.
  5. Teletrac Navman (Vontier Corporation)
  6. Powerfleet Inc.
  7. Omnitracs LLC
  8. Lytx Inc.
  9. CalAmp Corp.
  10. Webfleet Solutions
  11. PTC Inc.
  12. Octo Telematics SpA
  13. Zonar Systems, Inc.
  14. Gurtam Inc.
  15. Motive Technologies Inc.
  16. GPS Insight
  17. Sierra Wireless (Semtech Corporation)
  18. Cartrack Holdings Limited
  19. IntelliShift (Vehicle Tracking Solutions, LLC (VTS))
  20. Azuga Inc.
  21. Platform Science, Inc.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Increasing adoption of factory-installed OEM telematics in heavy trucks
    • 4.2.2 Mandatory electronic logging-device (ELD) and safety regulations
    • 4.2.3 Demand for AI-driven fleet optimisation to cut total cost of ownership
    • 4.2.4 Rapid expansion of last-mile e-commerce delivery fleets
    • 4.2.5 Emergence of subscription-based telematics data marketplaces
    • 4.2.6 Integration of telematics with zero-emission truck energy and charge management
  • 4.3 Market Restraints
    • 4.3.1 Cyber-security vulnerabilities in connected commercial vehicles
    • 4.3.2 Fragmented connectivity infrastructure in developing regions
    • 4.3.3 Cost and ROI concerns for small fleet operators
    • 4.3.4 Data-ownership and privacy-compliance hurdles
  • 4.4 Value Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Porter's Five Forces Analysis
    • 4.6.1 Threat of New Entrants
    • 4.6.2 Bargaining Power of Buyers/Consumers
    • 4.6.3 Bargaining Power of Suppliers
    • 4.6.4 Threat of Substitute Products
    • 4.6.5 Intensity of Competitive Rivalry
  • 4.7 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Offering
    • 5.1.1 Solutions
      • 5.1.1.1 Fleet Tracking and Monitoring
      • 5.1.1.2 Driver Management
      • 5.1.1.3 Insurance Telematics
      • 5.1.1.4 Safety and Compliance
      • 5.1.1.5 V2X Solutions
      • 5.1.1.6 Predictive Maintenance and Diagnostics
      • 5.1.1.7 Asset and Trailer Tracking
    • 5.1.2 Services
      • 5.1.2.1 Professional Services
      • 5.1.2.2 Managed Services
  • 5.2 By Provider Type
    • 5.2.1 OEM
    • 5.2.2 Aftermarket
  • 5.3 By Vehicle Class
    • 5.3.1 Light Commercial Vehicles
    • 5.3.2 Heavy and Medium Commercial Vehicles
  • 5.4 By Communication Technology
    • 5.4.1 Cellular (2G/3G/4G/5G)
    • 5.4.2 Satellite
    • 5.4.3 Hybrid (Cellular + Satellite)
  • 5.5 By End-user Vertical
    • 5.5.1 Transportation and Logistics
    • 5.5.2 Construction and Mining
    • 5.5.3 Public Sector and Emergency Services
    • 5.5.4 Utilities
    • 5.5.5 Insurance and Leasing
    • 5.5.6 Retail and E-commerce
    • 5.5.7 Others (Agriculture, Waste Management, etc.)
  • 5.6 By Geography
    • 5.6.1 North America
      • 5.6.1.1 United States
      • 5.6.1.2 Canada
      • 5.6.1.3 Mexico
    • 5.6.2 South America
      • 5.6.2.1 Brazil
      • 5.6.2.2 Argentina
      • 5.6.2.3 Rest of South America
    • 5.6.3 Europe
      • 5.6.3.1 Germany
      • 5.6.3.2 United Kingdom
      • 5.6.3.3 France
      • 5.6.3.4 Italy
      • 5.6.3.5 Spain
      • 5.6.3.6 Russia
      • 5.6.3.7 Rest of Europe
    • 5.6.4 Asia Pacific
      • 5.6.4.1 China
      • 5.6.4.2 Japan
      • 5.6.4.3 South Korea
      • 5.6.4.4 India
      • 5.6.4.5 Australia and New Zealand
      • 5.6.4.6 Rest of Asia Pacific
    • 5.6.5 Middle East and Africa
      • 5.6.5.1 Middle East
        • 5.6.5.1.1 GCC
        • 5.6.5.1.2 Turkey
        • 5.6.5.1.3 Rest of Middle East
      • 5.6.5.2 Africa
        • 5.6.5.2.1 South Africa
        • 5.6.5.2.2 Rest of Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 Verizon Connect (Verizon Communications Inc.)
    • 6.4.2 Geotab Inc.
    • 6.4.3 Samsara Inc.
    • 6.4.4 Trimble Inc.
    • 6.4.5 Teletrac Navman (Vontier Corporation)
    • 6.4.6 Powerfleet Inc.
    • 6.4.7 Omnitracs LLC
    • 6.4.8 Lytx Inc.
    • 6.4.9 CalAmp Corp.
    • 6.4.10 Webfleet Solutions
    • 6.4.11 PTC Inc.
    • 6.4.12 Octo Telematics SpA
    • 6.4.13 Zonar Systems, Inc.
    • 6.4.14 Gurtam Inc.
    • 6.4.15 Motive Technologies Inc.
    • 6.4.16 GPS Insight
    • 6.4.17 Sierra Wireless (Semtech Corporation)
    • 6.4.18 Cartrack Holdings Limited
    • 6.4.19 IntelliShift (Vehicle Tracking Solutions, LLC (VTS))
    • 6.4.20 Azuga Inc.
    • 6.4.21 Platform Science, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment