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市場調查報告書
商品編碼
1843584
2025年全球商用車載資訊服務市場報告Commercial Telematics Global Market Report 2025 |
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近年來,商用遠端資訊處理市場發展迅速,從2024年的548.5億美元成長到2025年的636.5億美元,複合年成長率達16.1%。這段歷史時期的成長主要受以下因素驅動:初期推廣挑戰、舊有系統的替換、消費行為的演變、已證實的投資報酬率以及物聯網和巨量資料的興起。
預計未來幾年,商用遠端資訊處理市場規模將快速成長,到2029年將達到1,318.1億美元,年複合成長率(CAGR)為20.0%。預測期內的成長可歸因於永續性趨勢、特定產業應用、對即時洞察日益成長的需求、成本效益要求以及自動駕駛汽車的興起。預測期內的關鍵趨勢包括不斷發展的互聯互通、最佳化的車隊管理、安全合規、數據分析和人工智慧以及與自動駕駛汽車的整合。
商用遠端資訊處理是指利用技術收集與商用車輛(包括卡車、巴士和送貨車)運作相關的資料。這些數據包括車輛位置、速度、消費量、引擎性能、駕駛員行為和其他相關參數的詳細資訊。
商用車載資訊系統可分為兩大類:解決方案與服務。解決方案是指為解決特定問題或挑戰而設計的具體方法或策略,旨在為特定問題或需求提供全面有效的解決方案。這些解決方案以多種系統形式提供,包括嵌入式、有線和智慧型手機整合式,並透過目的地設備製造商 (OEM) 和售後市場管道進行分銷。商用車載資訊系統解決方案應用於眾多終端用戶領域,包括交通運輸和物流、保險、醫療保健、媒體和娛樂、汽車製造商和經銷商以及政府機構。
美國在2025年春季突然提高關稅及其引發的貿易摩擦,對資訊科技產業,特別是硬體製造、資料基礎設施和軟體部署領域,產生了重大影響。進口半導體、電路基板和網路設備的關稅上漲,推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司,面臨更長的前置作業時間和價格壓力。同時,對專用軟體徵收的關稅以及主要國際市場的報復性措施,擾亂了全球IT供應鏈,並降低了海外對美國製造技術的需求。為了應對這些挑戰,該產業正在加大對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化技術來增強韌性,更有效地控制成本。
本研究報告是商業研究公司(The Business Research Company)全新系列報告的一部分,該系列報告提供商用遠端資訊處理光學系統市場統計數據,例如全球市場規模、區域佔有率、競爭對手及其市場佔有率、詳細的市場細分、市場趨勢和機遇,以及您在商用遠端資訊處理光學系統行業取得成功所需的數據。本商用遠端資訊處理光學系統市場研究報告對該行業的現狀和未來發展趨勢進行了詳細分析,為您提供所需的一切全面觀點。
未來五年20.0%的成長率預測較我們先前對該市場的預測略微下調了0.3%。這一下調主要歸因於美國與其他國家之間的關稅影響。由於來自歐洲和亞洲的GPS晶片、車隊追蹤裝置和遠端資訊處理軟體的關稅,美國商用車營運商可能會面臨成本增加和功能受限的問題。此外,相互關稅以及日益加劇的貿易緊張局勢和限制對全球經濟和貿易的負面影響也將更為廣泛。
預計未來商用車和乘用車銷售量的成長將推動商用車遠端資訊處理市場的發展。經濟擴張和技術進步正在推動對商用車和乘用車的需求成長。經濟成長提高了消費者的購買力,進而推動了對運輸服務和汽車銷售的需求。此外,車隊管理人員越來越青睞配備先進安全系統和遠端資訊處理解決方案的車輛,這些系統和解決方案能夠提升車輛的吸引力、效率和營運效能。例如,總部位於法國的產業協會-國際汽車工業商協會(IOM)在2024年1月發布報告稱,2023年商用車銷量將達到12,892,621輛,較2022年的11,371,749輛顯著成長。同樣,乘用車銷量預計將從2022年的2,858,575輛增加到2023年的3,116,647輛。這兩個細分市場均呈現顯著成長,顯示汽車產業正在強勁復甦,需求不斷成長。因此,商用車和乘用車銷售的成長正在推動商用車遠端資訊處理市場的擴張。
受電子商務產業蓬勃發展的推動,商用遠端資訊處理市場蓄勢待發。電子商務,即線上買賣商品和服務,正利用商用遠端資訊處理技術來提高營運效率、增強安全性並最佳化交付流程。電子商務領域的交易量持續成長,而遠端資訊處理解決方案的採用也促進了營運效率的提升。例如,美國人口普查局在2023年8月發布的數據顯示,2023年第二季電子商務銷售額較2022年同期成長7.5%。 2023年第二季度,線上銷售額佔總銷售額的15.4%。這些數據印證了電子商務產業在推動商用遠端資訊處理市場發展方面日益成長的重要性。
技術進步是商用車載資訊服務市場的一大趨勢,各公司都在積極創新以維持市場地位。例如,2022年12月,台灣車載資訊服務硬體製造商ATrack Technology Inc.推出了AK300 LTE車輛追蹤器。該設備能夠即時追蹤車輛,並提供位置、里程、速度、消費量和引擎狀況等詳細資訊,從而提高車隊管理效率。它還能偵測車輛異常狀況和不良駕駛行為,使車隊管理人員能夠實施預防性保養並改善駕駛員行為。
商用車遠端資訊處理市場的主要企業正優先考慮像 Commercial Pulse 這樣的創新解決方案。 Commercial Pulse 是一款面向商用車的綜合性遠端資訊處理人工智慧系統。該系統由 Mullen Technologies 自主研發,可提供車輛位置、駕駛員安全、電池電量狀態等即時資訊。 2023 年 9 月,Mullen Technologies 將 Commercial Pulse 作為其車隊遠端資訊處理軟體的一部分正式發布。此解決方案旨在最大限度地提高車輛運作,為企業提供高效的車隊管理工具,並簡化營運流程。用戶可透過兩款行動應用程式存取該系統:Mullen Commercial Pulse Fleet 和 Mullen Commercial Pulse Driver,分別適用於 Mullen One(全電動式1 級貨車)和 Mullen Three(全電動式3 級低駕駛室前置卡車)。
2023年3月,美國軟體公司Cambridge Mobile Telematics完成了對Amodo的收購,具體金額未揭露。此策略措施將兩家在歐洲擁有強大影響力的遠端資訊處理公司合併,使Amodo的客戶能夠獲得Cambridge Mobile Telematics豐富的資源和專業知識。總部位於克羅埃西亞的Amodo以開發保險遠端資訊處理平台而聞名,專注於建立直接的數位化管道和分析客戶行為。
商業遠端資訊處理市場的主要企業包括 Geotab Inc.、Masternaut Limited、MiX Telematics Limited、Omnitracs LLC、TomTom International BV、Verizon Communications Inc.、American Telephone and Telegraph Company、OnStar Corporation、Bayerische Motoren Werke AG、Zonar Systems Inc.、Inseego Corporation、OnStar Corporation、Bayerische Motoren 華Ltd.、Michelin SCA、CalAmp Corp.、Fleetmatics Group PLC、Garmin Ltd.、Transics International NV、Trimble Navigation Limited、Webtech Wireless Inc.、Wireless Matrix Corporation、XRS Corporation、Actsoft Inc.、AirIQ Inc.、AssetWorks LLC、Autotrac Comercioerciierh Comercioier Telewier Ltd.
預計到2024年,北美將成為全球商用遠端資訊處理市場最大的區域。亞太地區預計將成為預測期內成長最快的區域。這本商用遠端資訊處理市場報告涵蓋亞太地區、西歐、東歐、北美、南美以及中東和非洲。
商業遠端資訊處理市場報告涵蓋了澳洲、巴西、中國、法國、德國、印度、印尼、日本、俄羅斯、韓國、英國、美國、加拿大、義大利和西班牙等國家。
商用遠端資訊處理市場包括提供車輛追蹤、遠距離診斷和維護監控、燃油管理和最佳化以及駕駛員行為監控和指導等服務的營業單位所獲得的收入。商用遠端資訊處理的主要目標是提高商用車輛的營運效率和安全性。市場價值包括服務供應商銷售的或包含在其服務產品中的相關商品的價值。它僅包括企業之間交易或銷售給最終消費者的商品和服務。
Commercial telematics involves the utilization of technology to gather data pertaining to the operation of commercial vehicles, encompassing trucks, buses, and delivery vans. This data encompasses details about the vehicle's location, speed, fuel consumption, engine performance, and driver behavior, among other relevant parameters.
Commercial telematics is categorized into two main types, solutions and services. A solution refers to a specific approach or method designed to address a particular problem or challenge. It entails providing a comprehensive and effective resolution to a specific issue or requirement. These solutions are offered in various system formats, including embedded, tethered, and smartphone-integrated solutions, which are delivered through original equipment manufacturers (OEM) and aftermarket channels. Commercial telematics solutions find application across diverse end-user sectors, such as transportation and logistics, insurance, healthcare, media and entertainment, vehicle manufacturers or dealers, government agencies, and other entities.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The commercial telematics market research report is one of a series of new reports from The Business Research Company that provides commercial telematics optical components market statistics, including commercial telematics optical components industry global market size, regional shares, competitors with a commercial telematics optical components market share, detailed commercial telematics optical components market segments, market trends and opportunities, and any further data you may need to thrive in the commercial telematics optical components industry. This commercial telematics optical components market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
The commercial telematics market size has grown rapidly in recent years. It will grow from $54.85 billion in 2024 to $63.65 billion in 2025 at a compound annual growth rate (CAGR) of 16.1%. The growth in the historic period can be attributed to initial adoption challenges, legacy systems replacement, evolving consumer behavior, demonstrated ROI, rise of IoT and big data.
The commercial telematics market size is expected to see rapid growth in the next few years. It will grow to $131.81 billion in 2029 at a compound annual growth rate (CAGR) of 20.0%. The growth in the forecast period can be attributed to shift towards sustainability, industry-specific applications, increasing demand for real-time insights, cost efficiency demands, emergence of autonomous vehicles. Major trends in the forecast period include connectivity evolution, fleet management optimization, safety and compliance, data analytics and ai, integration with autonomous vehicles.
The forecast of 20.0% growth over the next five years reflects a modest reduction of 0.3% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. With tariffs on GPS chips, fleet tracking units, and telematics software from Europe and Asia, U.S. commercial vehicle operators may experience increased costs and limited feature access. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The rising sales of commercial and passenger vehicles are projected to drive the growth of the commercial telematics market in the future. Economic expansion and technological advancements have led to an increase in the demand for both commercial and passenger vehicles. As economies grow, consumers gain more purchasing power, resulting in higher demand for transportation services and automobile sales. Additionally, fleet managers are attracted to vehicles equipped with advanced safety systems and telematics solutions, which enhance vehicle appeal, efficiency, and operational effectiveness. For example, in January 2024, the International Organization of Motor Vehicle Manufacturers, a trade association based in France, reported that commercial vehicle sales reached 12,892,621 units in 2023, a significant rise from 11,371,749 units sold in 2022. Similarly, passenger vehicle sales increased from 2,858,575 in 2022 to 3,116,647 in 2023. Both segments experienced substantial growth, indicating a robust recovery and rising demand in the automotive sector. Therefore, the growing sales of commercial and passenger vehicles are fueling the expansion of the commercial telematics market.
The commercial telematics market is poised for growth, propelled by the expanding e-commerce industry. E-commerce, involving online buying and selling of goods and services, utilizes commercial telematics to enhance operational efficiency, enhance safety, and optimize delivery processes. The e-commerce sector witnesses increased transactions, and the adoption of telematics solutions contributes to improved business operations. For instance, in August 2023, the United States Census Bureau reported a 7.5% increase in e-commerce estimates for the second quarter of 2023 compared to the same period in 2022. Online sales accounted for 15.4% of total sales during the second quarter of 2023. This data underscores the growing significance of the e-commerce industry in driving the commercial telematics market.
Technological advancements are a prominent trend in the commercial telematics market, with companies actively innovating to maintain their market positions. For example, in December 2022, ATrack Technology Inc., a Taiwanese telematics hardware manufacturer, introduced the AK300 LTE vehicle tracker. This device enhances fleet management efficiency by offering real-time vehicle tracking with detailed information on positioning, mileage, speed, fuel consumption, and engine status. It also detects abnormal vehicle conditions and negative driving behaviors, allowing fleet managers to perform preventive maintenance and improve driver conduct.
Leading companies in the commercial telematics market are prioritizing innovative solutions such as Commercial Pulse, a comprehensive telematics AI system for commercial vehicles. Commercial Pulse, developed in-house, provides real-time vehicle location, driver safety information, battery state of charge, and more. In September 2023, Mullen Technologies launched Commercial Pulse as part of its fleet telematics software. This solution aims to maximize vehicle uptime, equip businesses with tools for efficient fleet management, and streamline operations. The system is accessible through two mobile applications, Mullen Commercial Pulse Fleet and Mullen Commercial Pulse Driver, currently available for the Mullen One (all-electric Class 1 cargo van) and the Mullen Three (all-electric Class 3 low-cab forward).
In March 2023, Cambridge Mobile Telematics, a US-based software company, completed the acquisition of Amodo for an undisclosed amount. This strategic move merges two telematics companies with significant footprints in Europe, providing Amodo's clients with access to Cambridge Mobile Telematics' extensive resources and expertise. Amodo, based in Croatia, is recognized for developing an insurance telematics platform focused on establishing direct digital channels and delivering customer behavior analytics.
Major companies operating in the commercial telematics market include Geotab Inc., Masternaut Limited, MiX Telematics Limited, Omnitracs LLC, TomTom International BV, Verizon Communications Inc., American Telephone and Telegraph Company, OnStar Corporation, Bayerische Motoren Werke AG, Zonar Systems Inc., Inseego Corporation, Vontier Corporation, Microlise limited, Solera Holdings Inc., Continental AG, Daimler AG, Karooooo Ltd., Michelin SCA, CalAmp Corp., Fleetmatics Group PLC, Garmin Ltd., Transics International NV, Trimble Navigation Limited, Webtech Wireless Inc., Wireless Matrix Corporation, XRS Corporation, Actsoft Inc., AirIQ Inc., AssetWorks LLC, Autotrac Comercio e Telecomunicacoes Ltd., Azuga Inc., Blue Tree Systems Ltd., CarrierWeb LLC
North America was the largest region in the commercial telematics market in 2024. Asia-Pacific is expected to be the fastest-growing region in the global commercial telematics market report during the forecast period. The regions covered in the commercial telematics market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the commercial telematics market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain
The commercial telematics market includes revenues earned by entities by providing services including vehicle tracking, remote diagnostics and maintenance monitoring, fuel management and optimization, and driver behavior monitoring and coaching. The primary goal of commercial telematics is to improve the efficiency and safety of commercial vehicle operations. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Commercial Telematics Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on commercial telematics market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for commercial telematics ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The commercial telematics market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.