欧州のフリートマネジメント　第18版

Berg Insight（ベルグインサイト）「欧州のフリートマネジメント　第18版 – Fleet Management in Europe – 18th Edition」は欧州のフリート管理市場を調査し、フリート管理ソリューション、関連企業情報、2027年までの市場予測結果などを提供します。

主な掲載内容

• 欧州における商用車両フリート
• フリート管理ソリューション
  • 市場分析
  • 車両管理
  • 運転者管理
  • 運用管理
  • 規制対応と報告
  • ビジネスモデル
• 市場予測と動向
  • 市場分析
  • 市場促進要因と阻害要因
  • バリューチェーン分析
  • 業界の将来分析
• OEM製品と戦略
  • トラックメーカー
  • 建設機械メーカー
  • トレーラーメーカー
  • OEサプライヤー
  • ハードウェア―およびソフトウェアプロバイダ
  • 映像経由での運転者監視ソリューションベンダ
• 世界規模のアフターマーケットソリューション提供会社
• 地域別アフターマーケットソリューション提供会社
  • ベネルクスとフランス
  • ドイツと中欧
  • 北欧
  • 英国とアイルランド
  • 地中海沿岸諸国

Report Overview

Fleet management in Europe is the eighteenth consecutive report from Berg Insight analysing the latest developments on the commercial vehicle telematics market in this region. The report covers in-depth both OEM and aftermarket players and includes all the latest market data. This strategic research report from Berg Insight provides you with 245 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.

How will the market for fleet management systems for commercial vehicles in Europe evolve in 2023 and beyond? Now in its seventeenth edition this strategy report from Berg Insight covers the latest trends and developments in the dynamic commercial vehicle telematics industry. Berg Insight forecasts that the number of fleet management systems in active use in the region is forecasted to grow at a CAGR of 12.4 percent from 14.8 million units at the end of 2022 to 26.5 million by 2027. Get up to date with the latest information about vendors, products and markets.

Highlights from the report:

• Insights from 50 new executive interviews with market leading companies.
• New data on vehicle populations and commercial fleets in Europe.
• Comprehensive overview of the fleet management value chain and key applications.
• In-depth analysis of market trends and key developments.
• Updated and new profiles of 120 aftermarket fleet management solution providers.
• Summary of OEM propositions from truck, trailer and construction equipment brands.
• Revised market forecasts lasting until 2027.

Executive Summary

The installed base of FM systems to reach 26.5 million units by 2027

Fleet management is an ambiguous term used in reference to a wide range of solutions for different vehicle-related applications. Berg Insight’s definition of a fleet management solution is a vehicle-based system that incorporates data logging, satellite positioning and data communications to a backoffice application. The history of fleet management solutions goes back several decades. On-board vehicle computers first emerged in the 1980s and were soon connected to various networks. Today mobile networks can provide ubiquitous online connectivity at a reasonable cost and mobile computing technology delivers very high performance, as well as excellent usability. All of these components combined enable the delivery of vehicle management, transport management, driver management and mobile workforce management applications linking vehicles and enterprise IT systems.

Commercial vehicle fleets play an essential role in the European economy. According to official statistics there were 44.0 million commercial vehicles in use in EU25+3 in 2021. The 7.3 million medium and heavy trucks accounted for more than 75 percent of all inland transports, forming a € 250 billion industry. Approximately 0.8 million buses and coaches stood for 9.3 percent of all passenger kilometres. The greater part of the 35.8 million light commercial vehicles (LCV) in Europe was used by mobile workers and for activities such as distribution of goods and parcels. Last but not least, there are an estimated 23.0 million passenger cars owned by companies and governments in EU27+3.

Berg Insight is of the opinion that the European fleet management market has entered a growth period that will last for several years to come. Individual markets may however suffer temporary setbacks, depending on the development of the general economy in the region and Ukraine crisis. The number of fleet management systems in active use is forecasted to grow at a compound annual growth rate of 12.4 percent from 14.8 million units at the end of 2022 to 26.5 million by 2027. The penetration rate in the total population of non-privately owned commercial vehicles and cars is estimated to increase from 22.1 percent in 2022 to 37.7 percent in 2027.

The top-38 vendors have today more than 100,000 active units in Europe. A group of international aftermarket solution providers have emerged as the leaders on the European fleet management market. Berg Insight ranks Targa Telematics as the largest vendor in Europe at the end of 2022 with 710,000 subscribers in the region, followed by Webfleet and Verizon Connect with 680,000 and 490,000 subscribers respectively. ZF Transics is ranked as the largest player in the aftermarket heavy trucks segment with an estimated 190,000 active units installed. Other significant players include European companies such as ABAX, Bornemann, AddSecure Smart Transport, MICHELIN Connected Fleet, Gurtam, Radius Telematics, Viasat, GSGroup, Quartix, Océan (Orange), Linqo, Microlise, Macnil, Eurowag Telematics, RAM Tracking, AROBS Transilvania Software, Shiftmove and Coyote and international players like Trimble, Teletrac Navman, Inseego and Calamp from the US, Fleet Complete and Geotab from Canada, Astrata Europe from Singapore and the South African telematics providers Cartrack and MiX Telematics.

All major truck manufacturers on the European market offer OEM telematics solutions as part of their product portfolio. A major trend in the past years has been the announcements of standard line fitment of fleet management solutions. Since the end of 2011, Scania is rolling out the Scania Communicator as standard on all European markets and includes a ten-year basic service subscription. All medium and heavy duty trucks from Daimler Truck contains the Fleetboard vehicle computer as standard and the buses are equipped with OMNIplus ON. Volvo offers Dynafleet as standard in Europe. New MAN trucks are now equipped with RIO as standard replacing MAN TeleMatics. DAF launched its new optional DAF Connect that has been developed in-house in 2016. The leading OEMs in Europe are Scania, Daimler and Volvo with 379,000, 170,000 and 162,000 active FM subscribers respectively at the end of 2022.

The consolidation trend continues and seven M&A activities have taken place in 2023 so far. Coyote became majority owner of Ubiwan (51 percent). Vimcar and Avrios were acquired by Battery Ventures and consequently merged, resulting in a new company called Shiftmove. Private equity firm Idico acquired a majority stake in Simpliciti. Targa Telematics acquired Viasat Group. Mapon acquired CarCops based in Estonia which will expand the business in the country considerably. Addsecure Smart Transport acquired the Clifford Group which includes Traxgo, a Belgium-based company offering systems for tracking of vehicles, machines and equipment. Finally, Powerfleet and MiX Telematics announced an agreement to form a combined business which will be branded as Powerfleet. The transaction is expected to close in Q1-2024.

Table of Contents

Executive Summary

1 Commercial Vehicle Fleets in Europe
1.1 Light commercial vehicles
1.2 Medium and heavy trucks and buses
1.3 Trailers and semi-trailers
1.4 Off-road construction and agriculture equipment
1.5 Company owned passenger cars
1.6 Ownership structure
1.6.1 Statistical estimates by industry and company size
1.6.2 Light commercial vehicle fleets
1.6.3 Medium and heavy commercial vehicle fleets

2 Fleet Management Solutions
2.1 Market analysis
2.1.1 Vehicle segment
2.1.2 GNSS segment
2.1.3 Network segment
2.1.4 Backoffice segment
2.2 Vehicle management
2.2.1 Vehicle diagnostics and maintenance planning
2.2.2 Security tracking
2.2.3 Fuel card integration and reporting
2.3 Driver management
2.3.1 Driving data registration and analysis
2.3.2 Video-based driver monitoring
2.3.3 Eco-driving schemes
2.3.4 Insurance risk management
2.4 Operations management
2.4.1 Routing and navigation
2.4.2 Transport management
2.4.3 Mobile workforce management
2.5 Regulatory compliance and reporting
2.5.1 Digital tachograph data download
2.5.2 Electronic toll collection
2.5.3 Other applications
2.6 Business models

3 Market Forecasts and Trends
3.1 Market analysis
3.1.1 Fleet management installed base and unit shipments
3.1.2 Market value analysis
3.1.3 Regional market dynamics
3.1.4 Fleet management vendor market shares
3.1.5 Trailer telematics shipments, installed base and 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 Telematics industry players
3.3.2 Automotive industry players
3.3.3 Telecom industry players
3.3.4 IT industry players
3.4 Future industry trends
3.4.1 OEM fleet telematics market developments
3.4.2 New features are continuously added to fleet management solutions
3.4.3 FM providers support management of EVs and fleet electrification processes
3.4.4 LCV manufacturers collaborating with aftermarket players
3.4.5 Go-to-market strategy and pricing model evolution
3.4.6 The emergence of alliances among FM solution vendors
3.4.7 Insurance telematics for commercial fleets
3.4.8 Major tyre manufacturers invest in the commercial vehicle telematics market
3.4.9 Fleet management services based on mobile app platforms
3.4.10 Big Data and AI in the fleet management sector
3.4.11 More Pan-European players to enter the scene
3.4.12 FMS providers open up their platforms to third-party app developers
3.4.13 The Internet of Transportation Things expands the addressable market
3.4.14 Autonomous and electric vehicle fleets to influence the FMS market
3.4.15 Mergers and acquisitions to continue in 2024
3.4.16 The long-term evolution of the fleet management ecosystem

4 OEM Products and Strategies
4.1 Truck manufacturers
4.1.1 Daimler Truck Group and Mercedes-Benz Group
4.1.2 Volvo Group (including Renault Trucks)
4.1.3 Scania
4.1.4 MAN Truck & Bus
4.1.5 DAF Trucks
4.1.6 Iveco
4.2 Construction equipment manufacturers
4.2.1 Bobcat
4.2.2 Caterpillar
4.2.3 Deere & Company
4.2.4 HD Hyundai Construction Equipment
4.2.5 JCB
4.2.6 Komatsu
4.2.7 Volvo CE
4.3 Trailer manufacturers
4.3.1 Schmitz Cargobull
4.3.2 Krone
4.3.3 Kögel
4.3.4 Wielton Group
4.4 OE suppliers
4.4.1 Actia
4.4.2 Continental
4.4.3 Knorr-Bremse
4.4.4 Stoneridge Electronics
4.4.5 ZF (WABCO)
4.5 Hardware and software providers
4.5.1 Advantech
4.5.2 Aplicom
4.5.3 ERM Advanced Telematics
4.5.4 IAV
4.5.5 John Deere Electronic Solutions
4.5.6 Lantronix
4.5.7 Micronet
4.5.8 Munic
4.5.9 Powerfleet
4.5.10 Quake Global
4.5.11 Squarell Technology
4.6 Video-based driver monitoring solution vendors
4.6.1 CameraMatics
4.6.2 Exeros Technologies
4.6.3 Idrive
4.6.4 Lytx
4.6.5 Solera Fleet Solutions
4.6.6 Sensata INSIGHTS
4.6.7 Streamax
4.6.8 SureCam
4.6.9 Vision Techniques
4.6.10 VisionTrack
4.6.11 VUE

5 International Aftermarket Solution Providers
5.1 ABAX
5.2 AddSecure Smart Transport
5.3 Astrata Europe
5.4 CalAmp
5.5 Cartrack (Karooooo)
5.6 Fleet Complete
5.7 Geotab
5.8 Gurtam
5.9 Inseego
5.10 MICHELIN Connected Fleet
5.11 MiX Telematics
5.12 ORBCOMM
5.13 Samsara
5.14 Targa Telematics
5.15 Teletrac Navman
5.16 Trackunit
5.17 Transics – a ZF company
5.18 Trimble
5.19 Verizon Connect
5.20 Viasat Group
5.21 Webfleet

6 Regional Aftermarket Solution Providers
6.1 Benelux and France
6.1.1 Actia Telematics Services
6.1.2 Coyote
6.1.3 Eliot
6.1.4 FleetGO
6.1.5 GeoDynamics
6.1.6 GPS-Buddy
6.1.7 Inter-Data
6.1.8 Linqo
6.1.9 Micpoint
6.1.10 CLS Group
6.1.11 Océan (Orange Business)
6.1.12 Optimum Automotive Group
6.1.13 Prometheus Informatics
6.1.14 Rietveld
6.1.15 Route42
6.1.16 RouteVision
6.1.17 Simpliciti
6.1.18 SoFleet (Synox)
6.1.19 Strada
6.1.20 SuiviDeFlotte.net
6.1.21 Suivo
6.1.22 TEKSAT
6.1.23 Truckonline
6.1.24 Ubiwan
6.1.25 Vehizen
6.2 Germany and Central Europe
6.2.1 ArealControl
6.2.2 AROBS Transilvania Software
6.2.3 Bornemann
6.2.4 CCS (Fleetcor)
6.2.5 Commander
6.2.6 CVS Mobile
6.2.7 ENAiKOON
6.2.8 ETA Automatizari Industriale
6.2.9 Eurowag Telematics
6.2.10 Fleet Services (GPS Bulgaria)
6.2.11 Flotman
6.2.12 i-Cell
6.2.13 iData
6.2.14 Idem Telematics
6.2.15 Logifleet
6.2.16 Mapon
6.2.17 Mireo
6.2.18 mobileObjects
6.2.19 Naviman Telematics
6.2.20 Sherlog Technology
6.2.21 Shiftmove
6.2.22 Spedion
6.2.23 VISPIRON
6.2.24 YellowFo
6.2.25 ZF Bus Connect
6.3 The Mediterranean
6.3.1 Frotcom International
6.3.2 G4S Telematix
6.3.3 Gesinflot
6.3.4 GMV
6.3.5 Infogestweb (Golia)
6.3.6 Locatel
6.3.7 Macnil
6.3.8 Satdata
6.3.9 Sateliun
6.3.10 Tecmic
6.3.11 Trackysat
6.3.12 Vodafone Automotive
6.4 Nordic countries
6.4.1 ECIT Autogear
6.4.2 GpsGate
6.4.3 GSGroup
6.4.4 GSMvalve
6.4.5 Infobric Fleet
6.4.6 Locus Solutions
6.4.7 Total Car
6.4.8 Tramigo
6.4.9 Triona
6.4.10 Vialumina
6.4.11 Zeekit
6.5 UK and Ireland
6.5.1 3Dtracking
6.5.2 Axscend (SAF-Holland)
6.5.3 BigChange
6.5.4 CMS SupaTrak
6.5.5 Crystal Ball
6.5.6 GreenRoad
6.5.7 Lightfoot
6.5.8 Matrix iQ
6.5.9 Microlise
6.5.10 Quartix
6.5.11 Radius Telematics
6.5.12 RAM Tracking
6.5.13 Satmo
6.5.14 Trakm8
6.5.15 Transpoco

Glossary

List of Figures

Figure 1.1: Commercial vehicles in use (EU25+3 2021)……….. 5
Figure 1.2: New registrations of commercial vehicles (EU25+3 2022)……. 6
Figure 1.3: Commercial vehicle market trends by country (EU22+3 2022)…… 7
Figure 1.4: LCV manufacturer market shares (EU27+3 2021)……….. 8
Figure 1.5: Trucks & buses (>3.5t) market shares, by group and brand (EU27+3 2021) …. 9
Figure 1.6: Trailer manufacturer production volumes and market share (EU27+3 2022)… 10
Figure 1.7: Off-road equipment shipments by category (EU27+3 2022)…….. 11
Figure 1.8: Passenger car registration data (EU27+3 2022)………… 12
Figure 1.9: CVs and average fleet size by industry and company size (EU27 2015)….. 14
Figure 1.10: Examples of typical organisations for different LCV fleet sizes …… 15
Figure 1.11: Examples of typical organisations for different HCV fleet sizes …….. 16
Figure 2.1: Fleet management infrastructure overview………… 19
Figure 2.2: Examples of FM unit form factors ………….. 20
Figure 2.3: Data interfaces used by FM units ………….. 21
Figure 2.4: Examples of devices connected to FM-units………… 21
Figure 2.5: Mobile network operators (EU23+2 2023)………… 23
Figure 2.6: Example of FM backoffice segment …………. 24
Figure 2.7: Example of fuel card transactions report………… 27
Figure 2.8: Examples of fuel cards……………. 28
Figure 2.9: Digital tachograph smart cards issued (EU23+2 Q4-2013)……. 33
Figure 2.10: Nationwide Toll systems for trucks in Europe (2022)……… 35
Figure 3.1: Fleet management shipments and penetration rate (EU27+3 2021–2027)…. 40
Figure 3.2: Market value of fleet management solutions (EU27+3 2021–2027)…… 40
Figure 3.3: Fleet management installed base and penetration rate by region (Q4-2022) … 41
Figure 3.4: Top-50 fleet management providers, by installed base (EU27+3 Q4-2022) .. 42
Figure 3.5: Trailer Telematics shipments and penetration rate (EU27+3 2021–2027) ….. 44
Figure 3.6: Top-8 trailer telematics providers, by installed base (EU27+3 Q4-2022)…. 44
Figure 3.7: Financial data for leading telematics industry players (2022)……. 49
Figure 3.8: FM mergers and acquisitions in Europe (2010–2023)………. 51
Figure 3.9: Mobile operators in Europe by cellular IoT subscriber base (Q4-2022) …… 60
Figure 3.10: Examples of fleet management offerings by mobile operators (2022) …… 61
Figure 4.1: The new Multimedia Cockpit …………… 76
Figure 4.2: Micronet SmartCam, SmartHub & SmarTab-8 ………. 112
Figure 4.3: Lytx DriveCam Event Recorder……………. 120
Figure 4.4: VT3000 connected camera……………. 128
Figure 5.1: ABAX Fleet Management……………. 132
Figure 5.2: ABAX acquisition history…………….. 133
Figure 5.3: CalAmp software dashboard ……………. 142
Figure 5.4: Cartrack’s Drive Vision on-board dual camera system ……… 144
Figure 5.5: Fleet Complete Vision integrated with fleet tracking ………. 147
Figure 5.6: The geotab GO9+ tracking device…………. 149
Figure 5.7: MyGeotab fleet and asset management platform …….. 150
Figure 5.8: The Wialon Hosting user interface………….. 153
Figure 5.9: MICHELIN Connected Fleet geographic presence ……… 158
Figure 5.10: Samsara’s VG34 Vehicle IoT Gateway ……….. 165
Figure 5.11: Samsara’s cloud-based interface …………. 166
Figure 5.12: Teletrac Navman’s TN360……………. 171
Figure 5.13: SCALAR EVO Touch and TX-GO 2………….. 175
Figure 5.14: Verizon Connect software platform interfaces………… 181
Figure 5.15: Viasat WebConsole App …………… 183
Figure 5.16: Webfleet, PRO 8475 TRUCK and LINK 740………. 186
Figure 6.1: Active FM systems by region (Europe 2010–2027)……… 189
Figure 6.2: Active FM systems in Benelux and France (2010–2027)……. 190
Figure 6.3: Active FM systems in Germany and Central Europe (2010–2027)…. 204
Figure 6.4: Active FM systems in the Mediterranean (2010–2027)………. 221
Figure 6.5: Active FM systems in the Nordic countries (2010–2027) ……… 228
Figure 6.6: Active FM systems in the UK and Ireland (2010–2027)……… 234