中型・大型CV向けESTの北米市場、2025-2030年

車両システムの複雑化とトラック人口の高齢化が2030年までの変革的成長を促す

北米の中型・大型CV向けEST市場は、車両の複雑化、車両効率と燃費への関心の高まり、総合的な車両管理パッケージへの需要の高まり、運用コスト削減への関心の高まりといった興味深い業界力学に後押しされ、緩やかで持続的な成長を遂げています。輸送・物流部門に不可欠な大型トラックは、高度な電子システムやテレマティクスの統合により複雑化しています。この進化により、車両性能を最適化するための診断と修理には、高度な診断ソフトウェアの使用が必要となっています。

北米の規制環境も市場形成に極めて重要な役割を果たしています。米国環境保護庁（EPA）基準のような厳しい排出ガス規制は、車両運行会社にコンプライアンス要件を満たすための高度な診断ツールの採用を促しています。市場の成長軌道は、技術革新、規制圧力、より効率的な車両管理ソリューションの必要性によって、着実な成長を示唆しています。

同市場は、OEMとアフターマーケット企業の両方が大きな存在感を示しており、北米市場に進出している欧州のソフトウェアプロバイダーの数も増加しているのが特徴です。主なOEMとティアIは、Cummins、Daimler Trucks North America、Volvo Group（Volvo Trucks and Mack Trucksを含む）、PACCAR Inc. （Peterbilt Motors Company and Kenworth Truck Companyを含む）、 Navistar International Corporationです。主なアフターマーケット参加者は、Noregon Systems, Inc.、Snap-on Inc.、TEXA S.p.A.、Autel Intelligent Technology Corp.Ltd.、Cojali USA、Launch Techです。

この調査ではまた、クラウドベースのソリューション、店舗自動化ソリューション、モジュール化、製品のカスタマイズといった新たな動向や、業界の発展を約束する製品やサービスとしての技術者にも焦点を当てています。主要市場参入企業は、革新的なビジネスモデル、クラウドベースのソリューションとテレマティクスの統合、モバイルアプリ、AIを活用した診断に注目しています。

この調査では、重要な市場指標を徹底的に調査し、ESTの使用台数、市場予測、収益、OEMとアフターマーケットの市場シェアなど、様々な側面から貴重な洞察を提供しています。また、多角的な分析を通じて潜在的な拡大可能性を掘り下げ、業界利害関係者が多様な収益源を特定し、それを活用するためのオーダーメイド戦略を策定する際の一助となります。

目次

中・大型CV向けEST市場のトランスフォーメーション

• なぜ成長が難しくなっているのか？
• The Strategic Imperative 8（TM）
• 中型・大型CV向けEST市場に対する戦略的インペラティブトップ3の影響

エコシステム

北米のアフターマーケットの範囲 - 概要

• クラス6～8のVIO市場シェア（OEM別、年式別）
• トラックOEM市場シェア（クラス別）

成長ジェネレーター - EST市場のサマリー

• 成長指標：PCベースソフトウェア
• 成長指標：ハンドヘルド診断ツール
• 成長指標：EST市場全体
• 成長促進要因
• 成長抑制要因
• EST市場の成長を促進する主要動向
• EST市場の主要動向
• 市場提供：主なOEM ESTソリューション
• 市場提供：主要アフターマーケットとティアIソリューション
• ESTの顧客セグメント
• 北米における独立系修理工場が提供する一般的サービス
• 独立系工場への移行に影響する要因
• 大型トラックのメンテナンスタイムライン
• EST技術ロードマップ
• 顧客セグメントによって採用されている主なESTツール
• 予測に関する考察
• コネクテッドトラック：ESTソフトウェア市場規模
• EST使用ユニット - 予測と分析、北米
• ESTユニット普及予測：OEM vs. アフターマーケット
• ESTソフトウェアの収益予測
• 収益予測分析
• 市場シェア分析 - OEM vs. アフターマーケット
• 市場シェア分析 - OEM・ティアI
• 市場シェア分析 - アフターマーケットベンダー
• 市場シェア分析 - EST市場全体、OEM・アフターマーケット

ESTソリューション分析

• 競合企業ソリューションのベンチマーキング：OEM比較
• 競合企業ソリューションのベンチマーキング：アフターマーケット比較
• 典型的なOEMソフトウェア機能アクセシビリティ
• ビジネスモデル - OEM比較
• ビジネスモデル - アフターマーケット比較
• OEMソリューション製品比較のベンチマーキング
• アフターマーケットソリューション製品比較のベンチマーキング
• 主なアフターマーケットEST製品の価格モデル
• 価格モデル - IAM vs. OEMのハードウェア、ソフトウェア、バンドル製品：価格分析
• 主なOEM EST製品の価格モデル
• 主なアフターマーケットEST製品の価格モデル
• 価格動向と予測分析

主要サプライヤーのプロファイル

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

成長機会ユニバース

• 成長機会1：テレマティクスの統合
• 成長機会2：ショップフロア自動化サービス
• 成長機会3：Technician as a Service

付録と次のステップ

• 成長機会のメリットと影響
• 次のステップ
• 添付リスト
• 免責事項

Vehicle Systems' Increasing Complexity and an Aging Truck Population will Drive Transformational Growth by 2030

The North American medium and heavy-duty commercial vehicle (CV) electronic service tools (EST) market is experiencing gradual and sustained growth, driven by interesting industry dynamics, such as advancements in vehicle complexity, a growing focus on vehicle efficiency and fuel economy, the increasing demand for a well-rounded fleet management package, and a heightened focus on reducing operational costs. Heavy-duty trucks, which are integral to the transportation and logistics sectors, are becoming more complex with the integration of advanced electronic systems and telematics. This evolution necessitates the use of sophisticated diagnostics software for diagnosis and repair for optimal vehicle performance.

North America's regulatory environment also plays a pivotal role in shaping the market. Stringent emissions regulations, such as the US Environmental Protection Agency's (EPA) standards, encourage fleet operators to adopt advanced diagnostic tools to meet compliance requirements. The market's growth trajectory suggests steady growth, driven by technological innovations, regulatory pressures, and the need for more efficient fleet management solutions.

The market is characterized by a heavy presence from both OEMs and aftermarket companies, along with a growing number of software providers from Europe who are expanding in the North American market. Key OEMs and Tier Is are Cummins, Daimler Trucks North America, Volvo Group (including Volvo Trucks and Mack Trucks), PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company), and Navistar International Corporation. Key aftermarket participants are Noregon Systems, Inc., Snap-on Inc., TEXA S.p.A., Autel Intelligent Technology Corp. Ltd., Cojali USA, and Launch Tech.

This study also highlights emerging trends such as cloud-based solutions, shop automation solutions, modularity, and product customization, as well as products and technicians as a service, which promise to take the industry forward. Leading market participants are focusing on innovative business models, the integration of cloud-based solutions and telematics, mobile apps, and AI-powered diagnostics.

The study thoroughly examines critical market indicators, offering valuable insights across various dimensions, including EST units in use, market forecast, revenue, and OEM and aftermarket market shares, among other key parameters. The study also delves into potential avenues for expansion through a multifaceted analysis, assisting industry stakeholders in formulating tailored strategies to identify and capitalize on diverse revenue streams.

The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Innovative Business Models

Why

• The market is moving from a hardware and software-only bundled model to a product-as-a-service (PaaS) model where companies integrate disparate products into a service suite that targets and provides solutions to fleets, service technicians, and shop managers as a comprehensive maintenance service package.

Frost Perspective

• The shift to PaaS will witness major transformations in solutions offerings, including Norogen Systems' introduction of technician as a service (TaaS), which multiple vendors and dealerships across the region will adopt. Software licenses will be integrated with service costs to ensure the continued use of comprehensive solutions from the vendor.

Disruptive Technologies

Why

• The real-world challenges faced by EV trucks have rendered HD EVs currently impractical. As a result, fleets are increasingly opting for alternative fuel engines, necessitating the development of new and more complex diagnostics tools, resulting in significant technological disruptions.

Frost Perspective

• Despite decreased traction in the HD EV segment, companies are expected to have EV diagnostic tool capabilities. Technology disruption is imminent, and vendors should adopt diagnostics tools in alternative fuel engines, powertrains, and battery systems.

Competitive Intensity

Why

• The nature of the market favors engine manufacturers, OEMs, and aftermarket diagnostics vendors. Competition outside this is virtually non-existent, while innovative business models might keep telematics and fleet management vendors interested in this space.

Frost Perspective

• The competitive dynamics between OEMs and aftermarket vendors have changed considerably in the last 5 years, as the average age of the truck population in the region is increasing steadily, leading to increased competitive potential for aftermarket vendors.

Competitive Environment

Number of Competitors: Approximately 10+ major competitors

Competitive Factors: Technology development, product pricing, customer support and service, distributor network, marketing and offers

Key End-user Industry Verticals: Commercial trucking, transport and logistics, construction, distribution, long-haul trucking

Leading Companies: OEMs and engine manufacturers: Cummins, Daimler, Volvo, Paccar, Navistar

Aftermarket companies: Noregon Systems, Snap-on Inc., Cojali USA, Autel, TEXA

Distribution Structure: Direct sales, OEM dealerships, distributor workshops, marketplaces

Recent Developments: Cummins' increased focus on hydrogen fuel; Mitchell 1's collaboration with NEXIQ to streamline truck-service diagnostic information; Noregon Systems' partnership with ZF for EST tools

Key Competitors

• Daimler Trucks North America
• Volvo Group (including Volvo Trucks and Mack Trucks)
• PACCAR Inc. (including Peterbilt Motors Company and Kenworth Truck Company)
• Navistar International Corporation
• Cummins Inc.
• Bosch Automotive Service Solutions Inc.
• Bendix Corporation
• Knorr-Bremse
• Noregon Systems, Inc.
• Snap-on Inc. Incorporated
• TEXA S.p.A.
• Autel Intelligent Technology Corp., Ltd.
• Cojali USA
• Launch Tech
• ANCEL
• NEXAS

Growth Drivers

Stringent Emission Regulations:

Increasingly stringent emission regulations, such as EPA emissions standards, drive the demand for advanced diagnostic tools to monitor emissions and ensure compliance.

Rising Complexity of Truck Systems:

Modern heavy-duty truck engines are equipped with complex electronic systems and components, making diagnosis and repair more challenging.

Growing Demand for Fleet Management Solutions:

Providing real-time monitoring, diagnostics, and remote programming capabilities allows fleet managers to optimize fleet performance, minimize downtime, and reduce operational costs.

Safety and Compliance:

Complying with regulatory standards is paramount in the heavy-duty trucking industry. EST tools ensure vehicle safety by performing comprehensive diagnostics, monitoring critical systems, and detecting potential safety issues.

Focus on Vehicle Efficiency and Fuel Economy:

Identifying fuel-wasting issues and implementing fuel-saving measures help fleet operators enhance their bottom lines.

Growth Restraints

Integration Issues:

Compatibility and integration issues with existing vehicle systems and software can pose challenges, particularly for older truck models.

High Initial Investment and Upkeep Costs:

Hardware tools' ongoing maintenance and calibration costs and software's yearly license renewals can entail substantial costs, impacting long-term affordability.

Market Saturation:

In a relatively consolidated ecosystem, engine manufacturers and established third-party vendors dominate the market. New competition from new-age technology companies is lacking.

Product Commoditization:

Product standardization from OEMs and third-party vendors is leading to market saturation.

Resistance to Change:

Traditional maintenance practices and resistance to adopting new technologies can be barriers among small independent shops.

Table of Contents

Transformation in the Medium and Heavy-duty CV EST Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Medium and Heavy-duty CV EST Market

Ecosystem

• Definition
• Scope of Analysis
• Key Questions This Study Will Answer
• Competitive Environment
• Key Competitors
• Key Findings-Aftermarket
• Key Findings-OEMs and Tier Is

North American Aftermarket Scope-Overview

• Class 6-8 VIO Market Share by OEM and Age
• Truck OEM Market Share by Class

Growth Generator-EST Market Summary

• Growth Metrics: PC-based Software
• Growth Metrics: Handheld Diagnostic Tools
• Growth Metrics: Total EST Market
• Growth Drivers
• Growth Restraints
• Top Trends Driving EST Market Growth
• Key Trends in the EST Market
• Market Offering: Key OEM EST Solutions
• Market Offering: Key Aftermarket and Tier I Solutions
• EST Customer Segments
• Common Services Offered by Independent Repair Workshops in NA
• Factors Influencing the Transition to Independent Workshops
• Heavy-duty Truck Maintenance Timeline
• EST Technology Roadmap
• Primary EST Tools Adopted by Customer Segments
• Forecast Considerations
• Connected Trucks: EST Software Market Size
• EST Units in Use-Forecast and Analysis, North America
• EST Unit Penetration Forecast: OEM Versus Aftermarket
• EST Software Revenue Forecast
• Revenue Forecast Analysis
• Market Share Analysis-OEM Versus Aftermarket
• Market Share Analysis-OEMs and Tier Is
• Market Share Analysis-Aftermarket Vendors
• Market Share Analysis-Total EST Market, OEM and Aftermarket

EST Solution Analysis

• Competitor Solution Benchmarking: OEM Comparison
• Competitor Solution Benchmarking: Aftermarket Comparison
• Typical OEM Software Feature Accessibility
• Business Model-OEM Comparison
• Business Model-Aftermarket Comparison
• Benchmarking OEM Solution Delivery Comparison
• Benchmarking Aftermarket Solution Delivery Comparison
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Model-IAM Versus OEM Hardware, Software, Bundled Offering: Pricing Analysis
• Pricing Model of Key OEM EST Offerings
• Pricing Model of Key Aftermarket EST Offerings
• Pricing Trends and Forecast Analysis

Key Supplier Profiles

• Noregon Systems
• Snap-on Inc.
• Cojali USA
• Autel Automotive Intelligence USA
• Cummins Inc.
• Daimler Truck North America LLC

Growth Opportunity Universe

• Growth Opportunity 1: Telematics Integration
• Growth Opportunity 2: Shopfloor Automation Services
• Growth Opportunity 3: Technician as a Service

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer