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トラックテレマティクス市場における非従来型プロバイダーの機会:2017年

Opportunity for Non Traditional Telematics Providers in Truck Telematics Market, 2017

発行 Frost & Sullivan 商品コード 670614
出版日 ページ情報 英文 58 Pages
納期: 即日から翌営業日
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トラックテレマティクス市場における非従来型プロバイダーの機会:2017年 Opportunity for Non Traditional Telematics Providers in Truck Telematics Market, 2017
出版日: 2018年07月30日 ページ情報: 英文 58 Pages
概要

当レポートでは、トラックテレマティクス市場における非従来型プロバイダー (NTTP) の機会について調査し、 コネクテッドトラックの情勢を促進する主な動向、NTTPのコネクテッドトラックテレマティクス市場参入を促進する動向と市場参入戦略、各NTTPのテレマティクスソリューション、コネクテッドトラックベンダーにとっての戦略インペラティブ、および将来のNTTPにとっての機会などについてまとめています。

第1章 エグゼクティブサマリー

第2章 調査範囲・定義・手法

第3章 非従来型テレマティクスプロバイダー市場の概要:トラックOEM

  • テレマティクス:トラックOEMの主要な差別化因子
  • OEMの社内FMSはオープンプラットフォームのトレンドに適応
  • 主なトラックOEMサービスのベンチマーキング
  • 事例:Daimler Trucks

第4章 トラックアグリゲートメーカー

  • 技術革新のパートナーとすべきティア1サプライヤー
  • コンポーネント診断はアグリゲートメーカーの強み
  • 主なトラックアグリゲートメーカーのサービスベンチマーキング
  • 事例:ZF Openmatics

第5章 タイヤメーカー

  • コネクテッドタイヤ;道路よりも車両へ多くの接続
  • 多数のタイヤメーカーの最も重要なFMソリューションは社内
  • 主なタイヤメーカーのサービスベンチマーキング
  • 事例:Michelin Groups

第6章 Telco (通信事業者)

  • 高速データサービスはテレマティクスを提供するためTelcoへプラットフォームを置く
  • Telcoは全ての車両セグメントにおいて自身のソリューションを構築
  • 主なTelcoサービスのベンチマーキング
  • 事例:Verizon Connect

第7章 ナビゲーションプロバイダー

  • ナビゲーションプロバイダーはフリートテレマティクスソリューションの根幹を形成
  • 地図プロバイダーは先進・新興市場に影響を与える
  • 主なナビゲーションプロバイダーのサービスベンチマーキング
  • 事例:TomTom Telematics

第8章 将来の展望

第9章 機会の分析

第10章 結論

第11章 付録

目次
Product Code: MDC5-18

Non Traditional Telematics Providers have a Market Share of 42.6% with Many More Participants Expected to Enter via Mergers and Acquisitions

Globally 73.1 million trucks are expected to be connected by 2025 and penetration of telematics is set to rise. These macro factors coupled with trends such as rising sales due to economic development, stricter regulations, and more importantly advent of autonomous trucking have driven the interest of non-traditional telematics players toward truck telematics. Currently, Non- traditional telematics providers such as Truck OEMs, Aggregate manufacturers, Telcos, Map providers, and Tire manufacturers make up the eco system along with Traditional Telematics providers. As of 2017, Non-traditional telematics providers make up for 42.6% out of a total installed base of 12.9 million units in Europe and North America. Truck OEMs initially paved the way for truck telematics starting as early as 1995, via their in-house solutions. Later, they were emulated by other Non-traditional players, who forayed into truck telematics via partnerships and acquisitions.

With the emergence of 'value trucks' and their demand amongst fleet owners, telematics has become a key differentiator amongst Truck OEMs. Telematics is also helping OEMs to strengthen their customer association to their brand - converting one-time sales into continual service centred relationships. OEMs currently cater to 10.9% of the total installed base and is expected to increase with the prospect of V2V communication and autonomy, as this necessitates OEMs to be the fore-runners with their connectivity solutions.

In the wake of autonomy and V2V connectivity, truck aggregate manufacturers have evolved from only being Tier-1 suppliers to technology innovation partners. They are changing their business approach to focus on innovation, rather than production. Component behaviour analysis and opportunity to tap new segments are the key factors driving aggregate manufacturers to enter the connected truck space. Their strength is in coupling basic fleet management solutions such as GPS tracking, routing, maintenance scheduling and so on with advanced solutions such as prognostics and OTA programming.

High speed data services lay the platform for Telcos to offer telematics. Telcos have evolved from being a powerful service provider to application and services switchboard. This puts them in the driver's seat to manage the more app-based open platform telematics ecosystem. They see real value addition in offering data analytics and intelligence, rather than only selling raw vehicle data. Majority of the top network providers initially forayed into fleet telematics by starting of with their in-house solutions, and then expanded their portfolio and regional presence via acquisition of prominent telematics service providers.

Navigation providers form the bedrock of fleet telematics solutions. Strategic acquisitions and partnerships have transformed them from being a stand alone mapping company to a full-fledged fleet telematics service provider. They can use their core competencies as a leverage to provide advanced GPS based solutions and map based ADAS for platooning and autonomous trucking.

Riding the IoT wave, leading tire manufacturers are moving on from providing tire as a product to "Tire-as-a-Service" model. As 25% of the fuel in a truck is consumed in overcoming rolling resistance of tires, gathering data on parameters such as tread depth and inflation pressure will assist tire manufacturers in designing low rolling. Moreover, fleet managers prioritize uptime and scheduled servicing over ad hoc replacement. This requires tire manufacturers to provide tire related value added solutions such as remote diagnostics, prognostics, road-side assistance, and maintenance scheduling.

With the European and American connected truck market highly fragmented with 400-500 participants, the future beckons other prominent non-traditional players such as IT providers, chip manufacturers, truck leasing companies and logistics companies to foray into truck telematics via mergers and acquisitions and subsequently increase the share of Non traditional telematics players.

Key Issues Addressed

  • What are the trends that are driving Non Traditional telematics providers into entering the connected truck telematics ecosystem?
  • What are the strategies currently devised by Non Traditional telematics providers for entering the commercial vehicle telematics ecosystem?
  • What are the telematics solutions that each of the Non Traditional telematics providers have in their portfolio?
  • What are the strategic imperatives for connected truck vendors as a whole community?
  • What are the opportunities available for future Non Traditional Telematics providers in 2018?

Table of Contents

1. EXECUTIVE SUMMARY

  • Key Trends Driving the Landscape of Connected Trucks in 2018
  • Key Driving Factors of NTTP's Interest toward Truck Telematics
  • Brief Landscape of Non Traditional Telematics Providers (NTTPs)
  • NTTPs Roadmap-Progression from Product to Truck Services Provider
  • Entry Strategy of NTTPs into Truck Telematics Market
  • Five Key Pillars to Enter Truck Telematics Ecosystem
  • Key Focus Areas on Telematics Packages
  • CV Telematics Market Information for Europe and North America, 2017
  • Key Findings

2. RESEARCH SCOPE, DEFINITIONS, AND METHODOLOGY

  • Research Scope
  • Definition-TTPs and NTTPs
  • Research Methodology
  • Key Questions this Study will Answer

3. NON TRADITIONAL TELEMATICS PROVIDERS MARKET OVERVIEW-TRUCK OEMS

  • Telematics-A Core Differentiator Amongst Truck OEMs
  • OEMs' In-house FMS Have Adapted to the Open-Platform Trend
  • Select Truck OEMs Services Benchmarking
  • Case-Daimler Trucks

4. TRUCK AGGREGATE MANUFACTURERS

  • Tier-I Suppliers to Technology Innovation Partners
  • Component Diagnostics is the Strength of Aggregate Manufacturers
  • Select Truck Aggregate Manufacturers Services Benchmarking
  • Case-ZF: Openmatics

5. TIRE MANUFACTURERS

  • Connected Tire; More Connect to the Vehicle than to the Road
  • Majority Tire Manufacturers' Flagship FM Solutions are In-house
  • Select Tire Manufacturers Services Benchmarking
  • Case-Michelin Groups

6. TELCOS

  • High Speed Data Services Lay the Platform for Telcos to Offer Telematics
  • Telcos Have Established their Solutions in All Vehicle Segments
  • Select Telcos Services Benchmarking
  • Case-Verizon Connect

7. NAVIGATION PROVIDERS

  • Navigation Providers Form the Bedrock of Fleet Telematics Solutions
  • Map Providers Make their Mark in Developed and Emerging Markets
  • Select Navigation Providers Services Benchmarking
  • Case-TomTom Telematics

8. FUTURE OUTLOOK

  • Opportunities for Other NTTPs in Connected Truck Ecosystem

9. OPPORTUNITY ANALYSIS

  • Growth Opportunity-Technology and Partnerships
  • Strategic Imperatives

10. CONCLUSION

  • The Last Word-3 Big Predictions
  • Legal Disclaimer

11. APPENDIX

  • Abbreviations and Acronyms Used
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
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