유럽과 북미의 대중교통 ITS(지능형 교통 시스템 : Intelligent Transport System) 시장

출판：Berg Insight 출판년월：2022년09월

Public Transport ITS in Europe and North America – 8th Edition
유럽 ​​및 북미의 대중 교통 ITS는 Berg Insight가 이 두 지역의 대중 교통을 위한 지능형 교통 시스템 시장의 최신 개발을 분석하는 8번째 연속 보고서입니다.

리포트목차　　　　주문/문의　　　　조사회사/구입안내

Berg Insight「유럽 ​​및 북미의 대중 교통 ITS – 8판 – Public Transport ITS in Europe and North America – 8th Edition」는 유럽과 북미의 대중교통기관용 ITS(지능형 교통 시스템) 시장을 조사해, 5년 예측, 전문가에 의한 해설, 케이스 스터디 등을 게재하고 있습니다.

Berg Insight는 유럽과 북미의 두 지역에서 버스 및 트램용 ITS가 2021년 28억 8,000만 유로에서 2026년까지 연평균 성장률 6.4%인 39억 3,000만 유로에 이를 것으로 예측하고 있습니다.

• 시장 촉진 요인과 저해 요인
  1. 매크로 경제 환경
  2. 규제 환경
  3. 경쟁 환경
  4. 기술 환경
• 가치 사슬 분석
  1. ITS 및 텔레매틱스 산업의 유력 기업
  2. 자동차 산업 유력 기업
  3. 통신 업계의 유력 기업
• 향후 산업 동향
• 자동차 제조업체 제품 및 전략
• 애프터마켓 솔루션 제공업체

Report Overview

How will the market for intelligent transport systems (ITS) for public transport in Europe and North America evolve in 2022 and beyond? The total market value of public t4ransport ITS for buses and trams in these two regions is forecasted to grow at a compound annual growth rate of 6.4 percent from € 2.88 billion in 2021 to reach € 3.93 billion by 2026. Now in its eighth edition this strategic research report from Berg Insight covers the latest trends and developments in the dynamic telematics industry. Get up to date with the latest information about vendors, products and markets.

Public Transport ITS in Europe and North America is the eighth consecutive report from Berg Insight analysing the latest developments on the intelligent transportation systems market for public transport in these two regions. This strategic research report from Berg Insight provides you with 320 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.
유럽 ​​및 북미의 대중 교통 ITS는 Berg Insight가 이 두 지역의 대중 교통을 위한 지능형 교통 시스템 시장의 최신 개발을 분석하는 8번째 연속 보고서입니다. Berg Insight의 이 전략적 연구 보고서는 5년 업계 예측, 전문가 논평 및 비즈니스 결정의 기반이 되는 실제 사례 연구를 포함하여 320페이지의 고유한 비즈니스 인텔리전스를 제공합니다.

Public transport ITS is key to enable sustainable smart mobility

The term Intelligent Transport Systems (ITS) refers to information and communications technology applied to transport infrastructure and vehicles. Berg Insight’s definition of ITS for public transport includes systems installed in public transport vehicles as well as at terminals, stops, depots and similar. Included are also back-office IT systems which ensure that public transport services can be planned, scheduled and managed to achieve efficient operations. An important part of ITS for public transport is further solutions providing travellers with updated information about routes, departure times, possible disturbances and connecting services. The history of these different types of solutions dates back several decades and current state-of-the-art solutions include for example real-time intermodal and multi-operator journey planners, automated fare collection systems using contactless cards or NFC-enabled handsets for account-based ticketing, and advanced mobility analytics software.
Public transport plays an increasingly important role in societies as a result of continuing population growth in cities and shifting consumer preferences. Approximately 60 billion and 12 billion public transport passenger journeys were carried out in Europe and North America respectively each year before the COVID-19 pandemic. During the pandemic, the numbers dropped significantly and had not recovered entirely by H1-2022. Available transport modes include for example local and regional buses and trolleybuses, regional and suburban rail transport, metros and trams, and local waterborne passenger transport services. In 2020, the number of registered buses and coaches in Europe and North America reached 0.82 million vehicles and 1.1 million vehicles respectively. The economic value of public transport services in Europe is estimated to around € 135–145 billion per year, while the corresponding number in North America is around € 70–80 billion.
Berg Insight is of the opinion that the market for ITS in public transport will continue to grow in the coming years. Challenges such as urbanisation, climate change and traffic congestion continue to spur investments in public transport ITS, contributing to a positive market situation. Individual markets may however experience temporary fluctuations depending on the political climate, austerity measures and local developments. The total market value of public transport ITS for buses and trams in Europe is forecasted to grow at a compound annual growth rate (CAGR) of 5.8 percent from € 2.12 billion in 2021 to reach € 2.81 billion by 2026. The penetration of on-board computers with GPS location functionality and wireless communications in buses and trams in Europe is estimated to increase from 91.5 percent in 2021 to 95.1 percent in 2026, however varying considerably between regional markets. In North America, the total market value of public transport ITS is forecasted to grow at a CAGR of 8.1 percent from € 0.76 billion in 2021 to reach € 1.12 billion in 2026 and the penetration rate is estimated to increase from 91.4 percent in 2021 to 95.9 percent in 2026.

A group of international aftermarket solution providers have emerged as leaders on the market for public transport ITS. Major providers across Europe and North America include Canada-based Trapeze Group and Germany-based INIT with significant installed bases in both regions. Clever Devices and Conduent hold leading positions on the North American public transport ITS market, and the latter is also an international provider of fare collection systems. Additional companies with major market shares in North America include Cubic Transportation Systems and Avail Technologies. Examples of companies with major market shares on national markets in Europe include EQUANS and RATP Smart Systems which hold leading positions in France. Vix Technology, Flowbird and Ticketer are moreover major providers on the UK market, while IVU is a dominant player in the German-speaking part of Europe. Other significant players include the Spanish groups GMV, Indra and Grupo ETRA; French Thales; Atron in Germany; Scandinavian FARA and Consat Telematics; and the Austria-based companies Swarco and Kontron Transportation. Volvo Group and Daimler are moreover notable players from the vehicle OEM segment, while companies such as Scania, Iveco, Gillig and New Flyer also offer some conventional OEM telematics features for their buses.
The outlook for the public transport ITS market is positive, as several major developments encourage increased investments in such technologies. The ITS market is likely positively affected by international public transport-related initiatives such as the ITxPT Association as well as APTA’s standards programs for public transport vehicles and ITS. The development of ITS has in recent years focused on increasing the level of integration and utilising technology advancements for fare collection purposes. Another major driver is the ongoing global developments related to the concept of smart cities, where ITS in general and public transport ITS in particular constitute key elements to enable sustainable smart mobility.

목차

Executive summary

1 Public transport in Europe and North America

1.1 Modal split of passenger transport
1.2 Bus fleets and public transport utilisation
1.3 Market shares for bus and coach OEMs
1.4 Rail-borne public transport modes
1.4.1 Trams and light rail
1.4.2 Metro
1.5 Organisation and contracting in public transport
1.5.1 Legal framework in Europe
1.5.2 Legal framework in North America
1.5.3 Organisational forms and regional differences
1.6 Major public transport operators

2 ITS technologies and solutions

2.1 Public transport ITS infrastructure
2.1.1 Vehicle segment
2.1.2 Roadside segment
2.1.3 Back-office segment
2.1.4 Traveller segment
2.1.5 GNSS segment
2.1.6 Network segment
2.2 Public transport management
2.2.1 Planning and scheduling tools
2.2.2 Computer aided dispatch systems
2.2.3 Traffic signal priority
2.2.4 Depot management
2.3 Traveller management
2.3.1 Passenger information
2.3.2 Entertainment
2.3.3 Fare payment
2.4 Driver management
2.4.1 Driving data registration and analysis
2.4.2 Eco-driving schemes
2.4.3 Video-based driver monitoring
2.4.4 Insurance risk management
2.5 Vehicle management
2.5.1 Vehicle diagnostics and maintenance planning
2.5.2 On-board security solutions
2.6 Business models and strategies

3 Market forecasts and trends

3.1 Market analysis
3.1.1 Market value forecast
3.1.2 Regional markets
3.1.3 Major vendors
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 ITS and 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 Open architectures alter the ITS value chain
3.4.2 Public transport stakeholders embrace integrated mobility to stay relevant
3.4.3 Demand-led transport to grow in sparsely populated regions
3.4.4 Mobile devices assume multiple important roles in the ITS infrastructure
3.4.5 Public transport stakeholders invest in autonomous & electric vehicles
3.4.6 Data analytics to drive service improvements
3.4.7 The pandemic accelerated uptake of modern ticketing and ITS solutions

4 OEM products and strategies

4.1 Daimler Truck Group
4.2 Iveco
4.3 MAN Truck & Bus
4.4 Scania
4.5 Volvo Group
4.6 New Flyer (NFI Group)
4.7 Gillig
4.8 Alexander Dennis (NFI Group)
4.9 VDL
4.10 Van Hool

5 Aftermarket solution providers

5.1 International
5.1.1 Conduent
5.1.2 EQUANS
5.1.3 GIRO
5.1.4 INIT
5.1.5 IVU Traffic Technologies
5.1.6 Siemens Mobility
5.1.7 Thales
5.1.8 Trapeze Group (Modaxo)
5.2 Germany and Eastern Europe
5.2.1 Atron
5.2.2 DILAX Group
5.2.3 Dysten
5.2.4 i-Cell
5.2.5 ICOM (Viasat Technology)
5.2.6 Kontron Transportation (Kontron Group)
5.2.7 Nettropolis
5.2.8 PSI Transcom
5.2.9 R&G
5.2.10 RADCOM
5.2.11 Reach Now (Your Now)
5.2.12 Ridango
5.2.13 Scheidt & Bachmann
5.2.14 Tri Star Group
5.2.15 UTI
5.3 France, Benelux and the UK
5.3.1 Actia
5.3.2 Comatis
5.3.3 Flowbird Group
5.3.4 GreenRoad
5.3.5 Hanover Displays
5.3.6 Journeo
5.3.7 Lumiplan
5.3.8 Maestronic
5.3.9 Masabi
5.3.10 MiX Telematics
5.3.11 Omnibus
5.3.12 RATP Smart Systems
5.3.13 Simpliciti
5.3.14 Ticketer
5.3.15 Vix Technology
5.4 The Mediterranean
5.4.1 Efacec
5.4.2 GMV
5.4.3 Goal Systems
5.4.4 Grupo ETRA
5.4.5 Indra
5.4.6 Kentkart
5.4.7 Leonardo
5.4.8 Link Technologies
5.4.9 Metatronix (Digigroup Informatica)
5.4.10 PluService
5.4.11 Swarco
5.4.12 Tecmic
5.5 The Nordics
5.5.1 AddSecure Smart Transport
5.5.2 Axentia Technologies
5.5.3 Consat Telematics
5.5.4 FARA (Ticketer)
5.5.5 Hogia
5.5.6 Icomera (EQUANS)
5.5.7 Pilotfish
5.5.8 Saga Tenix
5.5.9 Telia Company
5.5.10 Thoreb
5.5.11 Traffilog Nordic
5.5.12 TriNorth Solutions
5.5.13 Trivector System
5.6 North America
5.6.1 Accenture
5.6.2 Avail Technologies
5.6.3 Clever Devices
5.6.4 Connexionz
5.6.5 Cubic Transportation Systems
5.6.6 Ecolane
5.6.7 ISR Transit
5.6.8 Luminator Technology Group
5.6.9 Moovit
5.6.10 Routematch
5.6.11 Swiftly
5.6.12 Synovia Solutions
5.6.13 TransLoc
5.6.14 Zonar Systems (Continental)

Glossary

List of Figures

Figure 1.1: Modal split of passenger transport on land (EU-23+2 2019) …….6
Figure 1.2: Modal split of passenger transport on land (North America 2019)…..8
Figure 1.3: Bus statistics – vehicle stock, new registrations & passenger-km (EU23+2)….9
Figure 1.4: Bus statistics – vehicle stock, new registrations & passenger-km (NA)…..10
Figure 1.5: Heavy bus and coach market shares by group and brand (Europe 2021) ..12
Figure 1.6: Heavy-duty transit bus market shares by group and brand (NA 2020) …..13
Figure 1.7: Largest Metro Networks in Europe and North America (2021)…… 16
Figure 1.8: Key figures on major public transport operators (2021) ……. 23
Figure 1.9: Market presence for major transport operators (EU20+3 & NA 2021)……26
Figure 2.1: Public transport ITS infrastructure overview……….. 31
Figure 2.2: Examples of on-board equipment installed in public transport vehicles …33
Figure 2.3: ITS equipment in buses and light rail in the United States (2020)…. 34
Figure 2.4: Example of public transport ITS back-office segment ………. 36
Figure 2.5: Examples of app-based journey planner and smart card payment solution …38
Figure 2.6: Mobile network operators in Europe and North America (2021) …… 41
Figure 2.7: Fare Payment Technologies………….. 47
Figure 3.1: Public transport ITS market value and penetration (EU27+3 2021–2026)…56
Figure 3.2: Public transport ITS market value and penetration (NA 2018–2023)…… 57
Figure 3.3: Major public transport ITS providers …………. 63
Figure 3.4: Financial data for leading ITS and telematics industry players…… 77
Figure 3.5: Key data for companies and groups active in ITS for public transport……79
Figure 3.6: Mergers and acquisitions among companies active in public transport ITS…83
Figure 3.7: Mobile operators in Europe by cellular IoT subscriber base (Q4-2021)….88
Figure 3.8: Mobile operators in North America by M2M subscriber base (Q4-2021) …..89
Figure 5.1: Conduent’s on-board system IVU-4000 ………… 125
Figure 5.2: INIT’s ECOdrive driver panel ………….. 137
Figure 5.3: Overview of IVU.suite…………….. 143
Figure 5.4: Hacon’s HAFAS Smart Vehicle Management Solution ……. 150
Figure 5.5: Overview of the Trapeze System………….. 159
Figure 5.6: E-paper passenger information display …………170
Figure 5.7: Krauth Technology’s on-board computer kt0101 ………191
Figure 5.8: Flowbird’s driver console Wayfarer 6 ………….199
Figure 5.9: Lumiplan’s Multimedia Screen …………..208
Figure 5.10: MiX Telematics’ RIBAS display…………216
Figure 5.11: Ticketer Standard and Ticketer Compact………..227
Figure 5.12: Efacec’s on-board computer for buses and trams………233
Figure 5.13: Leonardo’s on-board unit Nobu ………….247
Figure 5.14: Swarco’s new NEXT OBU terminal…………255
Figure 5.15: The FLV3 ticket validator from FARA…………266
Figure 5.16: Pilotfish’s Vehicle Gateway VG210…………275
Figure 5.17: Tenix Vehicle Gateway from Saga Tenix …………279
Figure 5.18: Telia Company’s MIIPS 6520……………281
Figure 5.19: The on-board computer IVN5 from Clever Devices ……….295
Figure 5.20: Moovit’s driver mobile application and web-based dashboard ….307
Figure 5.21: Swiftly’s live map dashboard……………312
Figure 5.22: Zonar device options – Connect Tablet, 2010 and Samsung Galaxy Tab…319