東南アジアのフリートマネジメント

The report covers the following key markets in Southeast Asia: Indonesia, Malaysia, Singapore Thailand and the Philippines as well as an overview of the Rest of SEA. The fleet management markets in Southeast Asia to a large extent resemble each other but are also affected by different regulations and general economic growth levels in the respective countries. Common characteristics between the markets include being less developed than other regions of the world and having comparably low penetration rates from an international perspective. Far from all deployments are full-scale advanced fleet management solutions and a notable share of the total installed base is represented by relatively basic tracking systems with fairly limited FM functionality compared with high-end solutions. The adoption of more feature-rich fleet management systems is however increasing across the entire region. One country that stands out from the crowd is Singapore, where more advanced fleet management solutions with a higher price point have had a higher adoption also historically.

Berg Insight ranks Jimi IoT, Cartrack (Karooooo) and TransTRACK as the largest providers of fleet management

solutions in Southeast Asia. These three companies all have total installed bases of over 100,000 fleet management units in SEA on their respective platforms. Part of the top-5 are also DTC and Onelink from Thailand. Other top-15 vendors with estimated installed bases of more than 30,000 active units in the region include local and regional solution providers such as Katsana headquartered in Malaysia, GPSiam from Thailand, Indonesian EasyGo, Astrata Group and V3 Smart Technologies based in Singapore, as well as international players including Gurtam (Wialon) from Lithuania, WanWayTech from China, Canada-based Geotab, SquareGPS (Navixy) headquartered in the US and Sweden-based GpsGate. Additional notable vendors moreover include Radius Telematics headquartered in the UK, Thailand-based Nostra Logistics and Forth Tracking System, Gussmann Technologies and SafeTruck from Malaysia, Indonesian McEasy, Overdrive IoT and TNT Surveillance from Singapore, Tramigo headquartered in Finland, FleetHunt based in the Philippines as well as EUPFin from Taiwan.

Executive Summary
1 Fleet Management Solutions
1.1 Fleet Management infrastructure
1.1.1 Vehicle segment
1.1.2 GNSS segment
1.1.3 Network segment
1.1.4 Backoffice segment
1.2 Vehicle management
1.2.1 Vehicle diagnostics and maintenance planning
1.2.2 Security tracking
1.2.3 Tire pressure monitoring systems
1.3 Driver management
1.3.1 Driving data registration and analysis
1.3.2 Video-based driver monitoring
1.3.3 Eco-driving schemes
1.3.4 Insurance risk management
1.4 Operations management
1.4.1 Routing and navigation
1.4.2 Transport management
1.4.3 Mobile workforce management
1.5 Regulatory compliance and reporting
1.5.1 The DLT mandate in Thailand
1.5.2 The APAD ICOP regulations in Malaysia
1.5.3 The PUVMP in the Philippines
1.5.4 The MOT regulation in Indonesia
1.5.5 Regulations in Singapore
1.6 Business models
2 Market Forecasts and Trends
2.1 Market analysis
2.1.1 Commercial vehicle fleets in Southeast Asia
2.1.2 Fleet management market forecast
2.1.3 Fleet management vendor market shares
2.2 Local markets and players
2.2.1 Indonesia
2.2.2 Malaysia
2.2.3 Singapore
2.2.4 Thailand
2.2.5 The Philippines
2.2.6 Rest of SEA
2.3 Market drivers and barriers
2.3.1 Macroeconomic environment
2.3.2 Regulatory environment
2.3.3 Competitive environment
2.3.4 Technology environment
2.4 Value chain analysis
2.4.1 Telematics industry players
2.4.2 Automotive industry players
2.4.3 Telecom industry players
2.4.4 IT Industry players
2.5 Future industry trends
3 Company Profiles and Strategies
3.1 International aftermarket solution providers
3.1.1 Arvento Mobile Systems
3.1.2 Astrata Group
3.1.3 Cartrack (Karooooo)
3.1.4 Geotab
3.1.5 GpsGate
3.1.6 Gurtam
3.1.7 Jimi IoT
3.1.8 Radius Telematics
3.1.9 SquareGPS (Navixy)
3.1.10 Tramigo
3.1.11 WanWayTech
3.2 Local aftermarket solution providers
3.2.1 Active Telematics
3.2.2 CSE Group
3.2.3 DTC
3.2.4 EasyGo
3.2.5 EUPFin Technology
3.2.6 FleetHunt Technologies
3.2.7 Forth Tracking System
3.2.8 GPSFleet
3.2.9 GPSiam
3.2.10 Gussmann Technologies
3.2.11 IntelliTrac
3.2.12 Katsana
3.2.13 Lavinta Telematics
3.2.14 Logisfleet
3.2.15 McEasy
3.2.16 Nostra Logistics
3.2.17 Onelink Technology
3.2.18 Overdrive IoT
3.2.19 Quantum Inventions (Continental)
3.2.20 Rightontrack
3.2.21 SafeTruck
3.2.22 SDD GPS
3.2.23 SERA (Astra International)
3.2.24 TNT Surveillance
3.2.25 TransTRACK
3.2.26 V3 Smart Technologies
3.2.27 Webcast Technologies
Glossary

List of Figures

Figure 1.1: Fleet management infrastructure overview ……………………………………………………….. 5
Figure 1.2: Examples of FM device form factors ……………………………………………………………….. 6
Figure 1.3: Data interfaces used by FM devices ………………………………………………………………… 7
Figure 1.4: Examples of peripherals connected to FM devices ……………………………………………. 8
Figure 1.5: Example of FM backoffice segment ………………………………………………………………. 10
Figure 1.6: Eurowatch/Globalwatch coverage map………………………………………………………….. 11
Figure 1.7: Components of a tire pressure monitoring system ………………………………………….. 12
Figure 2.1: Installed base of fleet management systems (Southeast Asia 2023–2028) …………. 23
Figure 2.2: Commercial vehicles in use in Southeast Asia (2023)………………………………………. 25
Figure 2.3: Commercial vehicle registrations in Southeast Asia (2023) ………………………………. 26
Figure 2.4: Fleet management market forecast (Southeast Asia 2023–2028) ………………………. 27
Figure 2.5: Top-15 FM providers, by installed base (Southeast Asia Q4-2023) ……………………. 29
Figure 2.6: Largest service providers connected to the DLT platform in Thailand (2023) ……… 35
Figure 2.7: Runner Telematics 3.0 …………………………………………………………………………………. 47
Figure 2.8: HINO Connect (Thailand) telematics hardware & user interface ……………………….. 48
Figure 2.9: Teletec Android user interface ………………………………………………………………………. 49
Figure 2.10: Scania connected vehicles in Southeast Asia (2023–2024) …………………………….. 50
Figure 2.11: Toyota Mobility Solutions’ Fleet360 ……………………………………………………………… 51
Figure 2.12: Volvo Connect user interface (Web & iOS)……………………………………………………. 52
Figure 2.13: Telkomsel’s FleetSense ……………………………………………………………………………… 53
Figure 2.14: iFleet telematics hardware ………………………………………………………………………….. 54
Figure 2.15: Fleetech Android interface ………………………………………………………………………….. 55
Figure 2.16: Telecom operators’ fleet management services …………………………………………….. 56
Figure 3.1: Arvento’s total number of customers by fleet size (2023) …………………………………. 63
Figure 3.2: Astrata’s TruckLinc………………………………………………………………………………………. 64
Figure 3.3: Cartrack mobile app for iOS …………………………………………………………………………. 67
Figure 3.4: Cartrack commercial pricing info …………………………………………………………………… 68
Figure 3.5: Overview Cartrack’s subscriber base by region (February 2024) ………………………. 69
Figure 3.6: The Geotab GO9+ tracking device ……………………………………………………………….. 71
Figure 3.7: MyGeotab fleet management software …………………………………………………………… 73
Figure 3.8: GpsGate platform ………………………………………………………………………………………… 76
Figure 3.9: The Wialon Hosting user interface …………………………………………………………………. 77
Figure 3.10: Number of vehicles connected to the Wialon platform (Q4-2023) ……………………. 78
Figure 3.11: Jimi’s VL101G device …………………………………………………………………………………. 79
Figure 3.12: Tracksolid web and mobile app interface ……………………………………………………… 80
Figure 3.13: Jimi IoT’s device shipments by region and product category (2023) ……………….. 81
Figure 3.14: DTC GPS tracking hardware ……………………………………………………………………….. 88
Figure 3.15: DTC’s vehicle camera solution ……………………………………………………………………. 89
Figure 3.16: DTC’s installed base of managed fleet vehicles (2022–2023) ………………………….. 90
Figure 3.17: Forth’s FTS Pro 4G and FTS Pro …………………………………………………………………. 93
Figure 3.18: GPSFleet telematics and BayaFleet fuel card integration ……………………………….. 95
Figure 3.19: IntelliTrac GPS tracking system software interface ………………………………………… 97
Figure 3.20: Overview of the Katsana FM platform …………………………………………………………… 99
Figure 3.21: Logisfleet’s fleet management user interface ………………………………………………. 101
Figure 3.22: McEasy GPS tracking hardware and fuel monitor ………………………………………… 103
Figure 3.23: Overdrive fleet management dashboard …………………………………………………….. 106
Figure 3.24: TrackSYNQ user interface…………………………………………………………………………. 107
Figure 3.25: Oncore Fleet software interface …………………………………………………………………. 108
Figure 3.26: SSD GPS user interface ……………………………………………………………………………. 110