디지털 철도 시장 : 기회, 성장 동력, 산업 동향 분석 및 예측(2024-2032년)

The Global Digital Railway Market was valued at USD 64.5 billion and is set to grow at a CAGR of over 9.4% from 2024 to 2032, fueled by urbanization, as cities increasingly depend on public transportation. As urban populations swell, the demand for efficient, reliable, and high-capacity transit systems intensifies. Digital railway technologies, including real-time monitoring, predictive maintenance, and automated operations, play a pivotal role in meeting these demands, enhancing both operational efficiency and service quality. These advanced solutions not only manage larger passenger volumes but also alleviate congestion and refine scheduling.

Technological advancements in AI, IoT, and enhanced connectivity are reshaping digital railways. AI boosts operational efficiency through predictive maintenance, route optimization, and real-time decision-making, leading to reduced downtime and lower operational costs. Meanwhile, IoT facilitates real-time monitoring and asset management by collecting data from sensors embedded in both infrastructure and rolling stock.

Moreover, connectivity solutions like 5G ensure high-speed, reliable communication networks, vital for real-time data transfer and coordination. Collectively, these technologies are crafting smarter, more efficient railway systems, bolstering safety, optimizing performance, and enriching the passenger experience. Their swift evolution and integration into railway operations are propelling market growth, catering to the rising demand for modern, dependable, and automated transport solutions. For example, in January 2024, Norfolk Southern Corporation, in partnership with the Georgia Tech Research Institute (GTRI), unveiled a Digital Train Inspection Portal. This innovative system employs advanced machine vision and artificial intelligence (AI) to inspect trains traveling at speeds of up to 60 miles per hour.

The Global Digital Railway Industry is classified based on offering, deployment, application, technology and region.

Segmented by offerings, the market divides into solutions and services. In 2023, the solutions segment captured over 65% of the market share and is projected to surpass USD 93.1 billion by 2032. This segment dominates the digital railway market, underscoring the pressing need for a thorough digital transformation in railway operations. Essential solutions like rail operations management, signaling systems, and predictive maintenance are pivotal for boosting efficiency, ensuring safety, and enhancing the passenger experience.

Divided by deployment mode, the digital railway market categorizes into on-premises and cloud solutions. In 2023, the on-premises segment commanded a market share of approximately 67%. This preference stems from the paramount importance of control, security, and reliability in railway operations. Given that railways handle sensitive data, from passenger information to signaling operations, data security becomes paramount. On-premises solutions grant rail operators complete control over their IT infrastructure, markedly diminishing the risks associated with data breaches and cyberattacks.

Europe Digital Railway Industry held a 37% revenue share in 2023, with projections to exceed USD 52.7 billion by 2032. This growth is spurred by significant investments in modernizing rail infrastructure and initiatives like the EU's Shift2Rail program. Europe's focus on boosting rail efficiency, safety, and sustainability has hastened the adoption of cutting-edge digital technologies, notably IoT, AI, and big data analytics. Countries like Germany, France, and the UK lead the charge in implementing these advancements.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research and validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis, 2021 - 2032

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Technology providers
  • 3.2.2 Infrastructure providers
  • 3.2.3 System integrators
  • 3.2.4 Service providers
  • 3.2.5 Railway operators
• 3.3 Profit margin analysis
• 3.4 Technology and innovation landscape
• 3.5 Patent analysis
• 3.6 Key news and initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rising urbanization leading to increased reliance on public transportation
    • 3.8.1.2 Increased investments in railway infrastructure driving the adoption of digital technologies
    • 3.8.1.3 Technological advancements in AI, IoT, and advanced connectivity
    • 3.8.1.4 Need for improved asset management
    • 3.8.1.5 Growing focus on data analytics
  • 3.8.2 Industry pitfalls and challenges
    • 3.8.2.1 High initial investment implementing digital railway systems
    • 3.8.2.2 Lack of standardized protocols and interoperability issues
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2023

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Offering, 2021 - 2032 ($Bn)

• 5.1 Key trends
• 5.2 Solutions
  • 5.2.1 Remote monitoring and control systems
  • 5.2.2 Advanced passenger information systems (APIS)
  • 5.2.3 Freight management solutions
  • 5.2.4 Signaling and communication systems
  • 5.2.5 Cybersecurity solutions
  • 5.2.6 Others
• 5.3 Services
  • 5.3.1 Consulting
  • 5.3.2 System integration
  • 5.3.3 Support and maintenance

Chapter 6 Market Estimates and Forecast, By Deployment, 2021 - 2032 ($Bn)

• 6.1 Key trends
• 6.2 On-premises
• 6.3 Cloud

Chapter 7 Market Estimates and Forecast, By Technology, 2021 - 2032 ($Bn)

• 7.1 Key trends
• 7.2 IoT and sensors
• 7.3 Big data and analytics
• 7.4 Artificial intelligence and machine learning
• 7.5 Cloud computing
• 7.6 Cybersecurity

Chapter 8 Market Estimates and Forecast, By Application, 2021 - 2032 ($Bn)

• 8.1 Key trends
• 8.2 Rail operations management
• 8.3 Asset management
• 8.4 Predictive maintenance
• 8.5 Others

Chapter 9 Market Estimates and Forecast, By Region, 2021 - 2032 ($Bn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Russia
  • 9.3.7 Nordics
  • 9.3.8 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
  • 9.4.7 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 ABB
• 10.2 Alstom
• 10.3 Atos
• 10.4 Bombardier Transportation
• 10.5 Capgemini
• 10.6 Cisco Systems
• 10.7 Fujitsu
• 10.8 Hexagon AB
• 10.9 Hitachi Rail
• 10.10 Huawei Technologies
• 10.11 IBM
• 10.12 Indra Sistemas
• 10.13 Nokia
• 10.14 Schneider Electric
• 10.15 Siemens Mobility
• 10.16 Thales Group
• 10.17 Toshiba
• 10.18 Trimble Inc.
• 10.19 Wabtec Corporation
• 10.20 ZEDAS