世界のオフハイウェイ車両向けテレマティクス市場　第6版

• Insights from 30 executive interviews with market-leading companies.
• Overview of the construction, mining, agriculture and forestry sectors.
• Profiles of 47 equipment OEMs and their telematics offerings.
• Comprehensive overview of the off-highway vehicle telematics value chain and key applications.
• Summary of the latest industry trends and developments.
• Market forecasts lasting until 2028.

The installed base of off-highway vehicle telematics systems to reach 16.1 million units worldwide by 2028

Berg Insight’s definition of the off-highway vehicle market includes various equipment such as specialised heavy machinery, lighter equipment and other vehicles used in the construction, mining, agriculture and forestry sectors. Off-highway vehicle telematics refers to telematics hardware and associated software solutions deployed for remote monitoring and management of fleets of machinery and equipment used in these sectors. Early initiatives among the heavy equipment OEMs started to emerge already in the 1990s and many manufacturers followed suit in the 2000s. Today, most equipment manufacturers have introduced some type of telematics offerings for their customers, either as a result of in-house development or through collaborative efforts involving third-party technology partners powering telematics solutions commonly under the OEMs’ brands. A wide range of aftermarket solution providers have entered the off-highway vehicle telematics space, offering solutions for various assets including multi-brand equipment fleets and commonly also other types of mobile and stationary equipment and vehicles. Solutions available on the market enable the delivery of vehicle management, operator management and safety management applications linking off-highway machines and enterprise IT systems.

Berg Insight estimates that the global installed base of active off-highway vehicle telematics systems reached 8.8 million units in 2023. This includes connected units deployed on various off-highway vehicles across the construction, mining, agriculture and forestry sectors. The construction sector accounts for the largest share, driven by OEM telematics systems offered by heavy equipment manufacturers. Agriculture and mining are the second and third largest sectors in terms of the number of connected units deployed on machines and vehicles used in agricultural and mining operations respectively. The remainder is represented by the forestry sector including telematics systems fitted to various forestry equipment. Growing at a compound annual growth rate (CAGR) of 12.9 percent, the active installed base of off-highway vehicle telematics systems across all sectors is forecasted to reach 16.1 million units worldwide in 2028. The North American market is estimated to be somewhat larger than the European. The Rest of the World is moreover estimated to represent more than half of the global installed base of off-highway vehicle telematics systems.

The top ten equipment manufacturers offering telematics together account for around 70 percent of the total number of off-highway vehicle telematics systems in use across the construction, mining, agriculture and forestry sectors globally. Berg Insight ranks Caterpillar as the leading off-highway vehicle telematics provider. Caterpillar was the first to surpass the milestone of 1.0 million connected assets across all segments and the company now has more than 1.5 million units. The runners-up are Komatsu and SANY. Other major manufacturers with several hundred thousand active units include Deere & Company, Volvo Construction Equipment, XCMG, Zoomlion, Hitachi Construction Machinery and JCB. HD Hyundai, CNH Industrial and Doosan Bobcat are also estimated to have reached the milestone of 100,000 units. Additional players having estimated installed bases of off-highway vehicle telematics units in the tens of thousands include AGCO, Liebherr, Terex, JLG Industries, CLAAS Group and Tadano.

The aftermarket for off-highway vehicle telematics is expected to shrink as the equipment manufacturers continue to introduce standard fitment on additional machine models and simultaneously increase the length of free software subscriptions. Arguments such as the OEMs’ weak spot being the inability to adequately serve the needs of mixed multi-brand fleets are becoming less valid thanks to initiatives such as the AEMP telematics standard which makes it possible to collect data from different brands and manage it all from a software interface of choice. There are however promising opportunities for telematics players that partner with the OEMs, either as end-to-end full-service providers or – in many cases maybe more realistically – working alongside OEM personnel to optimise the telematics functionality. In addition to the standard-fitted systems and time-limited subscriptions commonly included for free, the telematics players can also benefit from the upselling of more advanced functionality. There are several notable examples of partner-powered and co-developed offerings in the equipment OEM telematics space. In line with trends in adjacent markets such as fleet management for commercial vehicles, the partner strategy may grow in popularity among the equipment manufacturers at the expense of in-house telematics development efforts. This can especially be the case for equipment manufacturers that do not currently offer OEM telematics to their customers. The future development path is however far from certain as there are also numerous examples of OEMs moving from partner-powered to in-house developed telematics offerings in recent years. An increasing number of players such as vendors focused on on-road commercial vehicle fleet management are nevertheless expected to diversify into telematics for various off-highway vehicles and stationary objects. This enables fleets to monitor and manage all of their business-critical assets through the same backoffice interface, using familiar applications and reporting tools. Asset tracking, especially for smaller and lower-value items, represents a heavily underpenetrated market with considerable potential for telematics providers that are ready to diversify their product offering. Particularly strong growth is expected for solutions that also enable tracking of ancillary equipment such as attachments, implements, handheld tools and similar items.

Table of Contents

Executive Summary

1 The Global Off-Highway Vehicle Market

1.1 Introduction
1.1.1 Off-highway vehicle manufacturers
1.2 The construction sector
1.2.1 Construction equipment
1.3 The mining sector
1.3.1 Mining equipment
1.4 The agricultural sector
1.4.1 Agricultural equipment
1.5 The forestry sector
1.5.1 Forestry equipment

2 Off-Highway Vehicle Telematics Technologies and Solutions

2.1 Introduction
2.2 Off-highway vehicle telematics infrastructure
2.2.1 Vehicle segment
2.2.2 Positioning segment
2.2.3 Network segment
2.2.4 Backoffice segment
2.2.5 OEM/dealer segment
2.3 Off-highway vehicle management
2.3.1 Machine location tracking and status monitoring
2.3.2 Security tracking and intervention
2.3.3 Remote diagnostics, preventive maintenance and machine health prognostics
2.3.4 Precision agriculture
2.4 Equipment operator management
2.4.1 Collection of operator-related data
2.4.2 Interaction with operators in the field
2.5 Safety management
2.5.1 Proximity detection and collision avoidance systems
2.5.2 Video-based monitoring solutions
2.5.3 Fatigue and distraction monitoring
2.6 Business models

3 Market Forecasts and Trends

3.1 Market analysis
3.1.1 Installed base and forecast
3.1.2 Regional markets
3.1.3 Vendor market shares
3.2 Market drivers and barriers
3.2.1 Macroeconomic environment
3.2.2 Regulatory environment
3.2.3 Competitive environment
3.2.4 Technology environment
3.3 Value chain analysis
3.3.1 Equipment industry players
3.3.2 Telematics industry players
3.3.3 Telecom industry players
3.3.4 IT and other industry players
3.4 Future industry trends

4 Construction and Mining Equipment Manufacturers

4.1 Caterpillar
4.2 CNH Industrial
4.3 Deere & Company
4.4 Doosan Bobcat
4.5 Epiroc
4.6 HD Hyundai Construction Equipment
4.7 HD Hyundai Infracore
4.8 Hitachi Construction Machinery
4.9 JCB
4.10 Komatsu
4.11 Liebherr
4.12 Sandvik
4.13 Volvo Construction Equipment
4.14 Other manufacturers
4.14.1 Bell Equipment
4.14.2 BOMAG
4.14.3 JLG Industries
4.14.4 Kobelco
4.14.5 Kubota
4.14.6 Link-Belt Cranes and LBX (Sumitomo)
4.14.7 LiuGong
4.14.8 Mahindra & Mahindra
4.14.9 Manitowoc
4.14.10 Mecalac
4.14.11 SANY
4.14.12 Tadano
4.14.13 Takeuchi
4.14.14 Terex
4.14.15 Wacker Neuson
4.14.16 XCMG
4.14.17 Zoomlion

5 Agriculture and Forestry Equipment Manufacturers

5.1 AGCO
5.2 Amazone
5.3 ARGO Tractors
5.4 CLAAS Group
5.5 CNH Industrial
5.6 Deere & Company
5.7 JCB
5.8 Komatsu
5.9 Krone
5.10 Kubota
5.11 Mahindra & Mahindra
5.12 Ponsse
5.13 Rottne
5.14 SDF
5.15 Stara
5.16 Tigercat
5.17 Vermeer

Glossary

List of Figures

Figure 1.1: Equipment OEMs and associated sectors ……….. 6
Figure 1.2: Construction spending by market (World 2016–2021) …….. 7
Figure 1.3: Sales of construction equipment (World 2010–2023) ……… 8
Figure 1.4: Examples of construction equipment types ………… 9
Figure 1.5: Leading construction equipment manufacturers by market share (2022–2023) .. 10
Figure 1.6: Total minerals production by groups of commodities (1984–2022)…. 11
Figure 1.7: Examples of equipment used in the mining industry …….. 13
Figure 1.8: Examples of underground mining equipment ………. 14
Figure 1.9: The agribusiness value chain ………….. 15
Figure 1.10: Major crop production statistics (World 2023)……….. 16
Figure 1.11: Examples of agricultural equipment ………….. 17
Figure 1.12: Global production of forest products (2023) ………. 19
Figure 1.13: Examples of forestry equipment ………….. 20
Figure 2.1: Off-highway vehicle telematics infrastructure overview …….. 23
Figure 2.2: Examples of off-highway vehicle telematics hardware ……… 25
Figure 2.3: Schematic off-highway vehicle telematics backoffice segment ……. 28
Figure 2.4: Proximity detection and collision avoidance system for surface mining …… 34
Figure 3.1: Installed base of off-highway vehicle telematics systems (World 2023–2028) .. 39
Figure 3.2: Installed base by sector (World 2023–2028) ………… 40
Figure 3.3: Installed base by region (World 2023–2028) ………… 40
Figure 3.4: Top-10 manufacturers by off-highway vehicle telematics units (Q4-2023) ….. 41
Figure 3.5: Mixed fleet telematics example enabled by ISO 15143-3 (AEMP 2.0) standard … 49
Figure 3.6: Equipment OEM systems and associated telematics partners …….. 50
Figure 3.7: CalAmp’s HMU-3640LB Advanced Rugged Telematics Gateway …… 54
Figure 3.8: Examples of Quake Global telematics modem products …….. 56
Figure 3.9: Tierra’s ProPulse web solutions ………….. 57
Figure 3.10: Tierra’s AM54 and AM35 telematics devices ………. 59
Figure 3.11: Temeda platform …………….. 62
Figure 3.12: Top-10 mobile operators by IoT connections (World Q4-2023) …….. 65
Figure 3.13: ORBCOMM’s rugged PT 7000 device for heavy equipment telematics ….. 69
Figure 3.14: ORBCOMM’s FleetEdge web application for heavy equipment management … 70
Figure 4.1: Overview of VisionLink plans …………… 79
Figure 4.2: Cat Product Link hardware …………… 80
Figure 4.3: Overview of Cat MineStar functionality ………… 81
Figure 4.4: Operation modes of Cat MineStar Command for dozing …….. 82
Figure 4.5: Caterpillar’s total connected assets (2017–2023) ……….. 84
Figure 4.6: CASE SiteWatch telematics platform ………… 89
Figure 4.7: John Deere Precision Construction Technologies including JDLink ….. 93
Figure 4.8: JDLink Dashboard web-based telematics user interface …….. 94
Figure 4.9: Overview of John Deere Connected Support ……….. 96
Figure 4.10: Bobcat Owner Portal …………….. 97
Figure 4.11: Bobcat Machine IQ app interface ………… 98
Figure 4.12: Bobcat Machine IQ subscription packages ………… 99
Figure 4.13: Epiroc’s Groundbreaking Intelligence digital solutions portfolio ….. 103
Figure 4.14: Epiroc’s BenchREMOTE station for the Rig Control System (RCS) …… 104
Figure 4.15: The Mobilaris Onboard traffic awareness solution …….. 106
Figure 4.16: Layout of Epiroc’s Titan Collision Avoidance System ……… 107
Figure 4.17: HD Hyundai XiteSolution including HD Hyundai Construction Equipment …. 110
Figure 4.18: HD Hyundai Construction Equipment’s Hi MATE user interface ….. 111
Figure 4.19: Hi MATE Fleet Manager mobile app ………… 112
Figure 4.20: Hyundai Connect umbrella brand…………. 114
Figure 4.21: MY DEVELON fleet management user interface …….. 116
Figure 4.22: DEVELON machine monitoring service process …….. 120
Figure 4.23: Schematic overview of Hitachi Construction Machinery’s Global e-Service .. 123
Figure 4.24: Hitachi Construction Machinery’s ConSite Pocket app ……. 124
Figure 4.25: Number of machines with ConSite contracts (2014–2024) ……. 127
Figure 4.26: Hitachi Construction Machinery’s Solution Linkage ICT/IoT-based solutions .. 128
Figure 4.27: Future construction sites envisioned by Hitachi Construction Machinery .. 129
Figure 4.28: Overview of Autonomous Haulage System (AHS) …….. 130
Figure 4.29: Example of a ConSite Mine dashboard …………. 131
Figure 4.30: JCB’s LiveLink device interfaces ………….. 133
Figure 4.31: JCB LiveLink mobile app India ………….. 135
Figure 4.32: KOMTRAX fleet management interface …………. 138
Figure 4.33: Models and features of Komatsu’s remote monitoring system KOMTRAX …. 139
Figure 4.34: Komatsu’s KOMTRAX Plus mining equipment management system …… 140
Figure 4.35: My Komatsu Mobile app …………… 141
Figure 4.36: Installed base of Komatsu’s KOMTRAX (2011–2024)………. 143
Figure 4.37: Schematic overview of Smart Construction ………. 144
Figure 4.38: Smart Construction dashboard …………. 145
Figure 4.39: Komatsu’s autonomous haul truck being loaded by its excavator …. 146
Figure 4.40: Schematic overview of Liebherr’s LiDAT fleet & plant management system …. 148
Figure 4.41: Examples of features in Liebherr’s Operational Analytics suite……. 149
Figure 4.42: The teleoperation system Liebherr Remote Control (LiReCon) …… 151
Figure 4.43: Tyre pressure monitoring interface of the OptiMine platform ……. 157
Figure 4.44: Sandvik’s AutoMine Lite and Multi-Lite for underground loading and hauling …. 158
Figure 4.45: Sandvik’s AutoMine Control Room solution for surface drilling …… 159
Figure 4.46: Schematic overview of Volvo CE’s ActiveCare ……….. 166
Figure 4.47: Bell Equipment’s Fleetm@tic fleet management interface …….. 170
Figure 4.48: BOMAG TELEMATICS iOS app interface ………. 171
Figure 4.49: JLG’s new ClearSky Smart Fleet ………….. 173
Figure 4.50: Schematic overview of Kobelco’s remote monitoring system offerings … 174
Figure 4.51: KubotaNOW Telematics in the myKubota app ……….. 176
Figure 4.52: Link-Belt Telematics portal – A1A Software’s iCraneTrax ……. 177
Figure 4.53: LBX Company’s RemoteCARE telematics app ………. 178
Figure 4.54: LiuGong iLink app for iOS……………. 179
Figure 4.55: Manitowoc’s new CONNECT platform ……….. 181
Figure 4.56: MyMecalac Connected Services powered by Trackunit …….. 183
Figure 4.57: MachineLink+ tool for machine management ……….. 185
Figure 4.58: Schematic overview of Tadano’s Hello-Net ………. 186
Figure 4.59: Overview and interface of IC-1 Remote telematics solution …… 187
Figure 4.60: Genie Lift Connect portal ………….. 189
Figure 4.61: Genie’s telematics-ready connector and telematics device connector …. 190
Figure 4.62: Customised web portal for Terex MP powered by ORBCOMM …… 191
Figure 4.63: HANYUN Platform user interface ………….. 193
Figure 4.64: XCMG’s autonomous dump truck ………… 195
Figure 4.65: Z-Asset Management app for iOS ………… 196
Figure 4.66: Zoomlion’s overseas IoT platform ………… 197
Figure 5.1: Precision Planting’s third generation 20|20 monitor ………. 204
Figure 5.2: Precision Planting’s Panorama app ………… 205
Figure 5.3: The AmaTron 4 ISOBUS terminal with display extension……… 208
Figure 5.4: McCormick Fleet Management user interface ……….. 210
Figure 5.5: CLAAS Group’s CEMIS 1200 display ………… 212
Figure 5.6: AGXTEND’s NirXact hardware ………….. 218
Figure 5.7: John Deere connectivity family ……………. 221
Figure 5.8: John Deere Precision Forestry including JDLink………. 223
Figure 5.9: John Deere’s TimberMatic Maps and TimberManager ……… 224
Figure 5.10: Krone’s CCI 1200 ISOBUS terminal …………. 229
Figure 5.11: Kubota Precision Farming products ………… 231
Figure 5.12: Overview of the IsoMatch FarmCentre telematics solution ……. 232
Figure 5.13: The Krish-e mobile solution and smart kit ………… 234
Figure 5.14: Ponsse Connectivity Unit – Epec 6200 Remote Access Unit ……. 236
Figure 5.15: Rottne Connect interface ………….. 238
Figure 5.16: Overview of SDF Smart Farming Solutions ………. 239
Figure 5.17: Tigercat telematics – RemoteLog and LogOn ………… 241
Figure 5.18: Tigercat RemoteLog web interface for desktop and mobile devices …. 242
Figure 5.19: LogOn functionality in Tigercat’s mobile app ………. 243
Figure 5.20: Vermeer Telematics interface ……………. 244