OEM Commercial Telematics Solutions
|出版日||ページ情報||英文 21 Pages, 5 Tables, 2 Charts, 10 Figures
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|OEM商用テレマティクスソリューション OEM Commercial Telematics Solutions|
|出版日: 2017年09月25日||ページ情報: 英文 21 Pages, 5 Tables, 2 Charts, 10 Figures||
Commercial vehicle telematics are evolving from historical data and vehicle health identification into actionable safety and prognostics solution platforms, including predictive analytics delivered in near real time for the vehicle, driver, and environment.
Economies of scale are significantly smaller than the consumer vehicle market and the average price points are much higher. Global commercial vehicle sales volume is forecasted to increase at a CAGR of 4.5% from 2016-2026. Global commercial telematics system subscriptions for trucking fleet management are expected to grow at a CAGR of 13.7% from 2016 to 2021.Historically successful product and service strategies will need to be revised by the OEMs to offset the mid-single-digit sales growth and rapidly evolving market transformation, including prognostics, freight-as-a-service (FaaS), electification, and ADAS/platooning. Additionally, there are emerging startups, industry consolidation, growing technical complexity, new partnerships, and changing regulations. Opportunities exist to strengthen margins, add greater recurring (recurring revenues), increase customer loyalty, and reduce warranty exposure through vastly improved vehicle analytics.
Class 8 trucks are experiencing a revival in sales this year in North America, led by increased freight demand through the e-commerce explosion and the upcoming ELD Mandate. According to FTR, August sales were 50% higher YoY, the highest since 2014, with increased demand expected into 2018 for 12-month rolling sales of 231,000.
Other growth drivers include a desire for fleets to enhance fuel mileage, which has a bottom line impact, as well as a slowing decline in used truck prices, offering an opportunity for fleets to sell older models and upgrade. Several emerging markets, especially in the Middle East & Africa, are experiencing healthy growth, rivaling that of Western Europe. Additionally, increasing research and pilots, including autonomy, platooning, augmented reality (AR), biometrics, blockchain, and V2X, will continue to drive increased safety, vehicle uptime, and customer demand.
However, the commercial telematics segment is growing faster than the commercial vehicle market. Global commercial telematics system hardware shipments for fleet management trucking are expected to grow from 2016 to 2021 by nearly 15% to 5.5 million units. Global commercial telematics system subscriptions, which are a lagging indicator for factory-fit telematics are expected to grow in the same period to 24.8 million by 2021.