자동 식별 시스템(AIS) : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automatic identification system market size is expected to grow from USD 410.2 million in 2025 to USD 437.27 million in 2026 and is forecast to reach USD 602.06 million by 2031 at 6.6% CAGR over 2026-2031.

This report is Segmented by Application (Fleet Management, Vessel Tracking and Monitoring, and More), Platform (Vessel-Based AIS Transponders, and On-Shore-Based Stations), Component/Class (Class A Transponders, Class B Transponders, AIS Base Stations, and AIS Receivers/Gateways), Solution (Terrestrial AIS, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Automatic Identification System Market Trends and Insights

IMO 2024 Mandate Expands Fishing Vessel Coverage

The International Maritime Organization now compels fishing vessels longer than 24 m to carry AIS, capturing a fleet previously outside the original SOLAS rules. Compliance activity is most intense in Europe, where 85% of eligible boats already carry Class B transponders, and in Asia-Pacific yards that are working through retrofit backlogs. The regulation is framed as an enforcement weapon against illegal, unreported, and unregulated fishing that drains USD 20 billion annually. Satellite operators benefit because remote-water fishing fleets seldom sail within range of terrestrial towers. Demand will remain elevated into 2025, given the phased roll-out and the large installed base of older vessels needing cost-sensitive equipment. Growth also ripples into analytics subscriptions because fisheries agencies want real-time maps and alerting dashboards rather than raw positions.

Rising Maritime Trade Volumes Drive Infrastructure Digitalization

Maritime cargo returned to pre-pandemic velocity, and port calls for container ships in Africa and tanker calls worldwide rose 20% and 38%, respectively, between 2018 and 2023. The rebound exposed operational blind spots: drought-fueled congestion at the Panama Canal and armed drone threats in the Red Sea both pushed operators toward AIS-enabled situational awareness. Authorities from Abu Dhabi to Lagos are installing vessel-traffic-management suites that ingest high-density AIS feeds and publish arrival predictions to trucking portals. For suppliers, every new tower and analytics license renews the Automatic Identification System market opportunity at a higher value per endpoint. Equipment refresh cycles accelerate because ports cannot optimize berth allocation without centimeter-accurate, low-latency tracking.

Data Integrity Challenges Undermine System Reliability

Spoofing frequency escalated as bad actors camouflaged sanction-evading tankers and illegal fishing fleets; AIS lacks native encryption, making it vulnerable to identity swaps and phantom ship insertions. Detection is difficult amid spectrum crowding in the Singapore Strait and Strait of Hormuz. Insurers worry about liability when collision investigations reveal falsified tracks. Satellite imagery fusion tools like Mitsubishi Heavy Industries' AIRIS flag discrepancies between AIS position and hull silhouette, but adoption costs remain high. Unless the VDES upgrade rolls out quickly, lingering trust deficits could restrain the Automatic Identification System market, especially for safety-critical autonomous navigation.

Other drivers and restraints analyzed in the detailed report include:

1. Port Optimization Analytics: Transform Operational Efficiency
2. Arctic Shipping Routes Demand Extended AIS Coverage
3. VHF Spectrum Reallocation Threatens Traditional AIS Operations

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Vessel Tracking and Monitoring accounted for USD 156.05 million, translating into 38.05% of the Automatic Identification System market in 2025. Operators integrate AIS feeds with engine-room telemetry to benchmark carbon intensity and reroute vessels away from congestion, cutting bunker bills and emissions simultaneously. The segment will keep its numerical lead because liner shipping alliances roll out end-to-end control towers that require real-time position data for thousands of boxes. The Automatic Identification System market benefits as liners move from annual license purchases to multi-year software-as-a-service contracts that bundle AIS with predictive scheduling and decarbonization dashboards.

Maritime Security and SAR is the breakout opportunity, projected to expand at a 7.55% CAGR on the back of IMO's greenhouse-gas strategy, which mandates Carbon Intensity Indicator reporting beginning in 2026. Regulators and charterers now demand voyage-granular CO2 baselines; AIS offers the time-stamped speed and distance inputs that populate these formulas. The Automatic Identification System market size attributable to emissions compliance tools could triple as more flag states adopt market-based measures like the European Union's emissions trading scheme. Vendors selling overlay APIs that calculate well-to-wake CO2e per voyage extract high recurring revenue, distancing themselves from pure hardware competitors.

Vessel-based transponders represented 71.95% of the Automatic Identification System market revenue because SOLAS regulations obligate every cargo ship above 300 GT to broadcast identity and position at least every 6 seconds. The mandatory nature of carriage locks in a replacement cycle of roughly five years for Class A units. Manufacturers are shipping VDES-ready models with embedded encryption chips, commanding 15-20% price premiums.

On-Shore-Based Stations, though still less than one-third the size, is charting a robust 7.42% CAGR, propelled by expanding polar trade, offshore wind construction, and defense surveillance contracts. Each new microsatellite adds revisit frequency, lowering latency toward near-real-time service levels essential for autonomous-vessel corridors. For hybrid operators, satellite fills the black holes where coastal towers cannot hear. This hybridization cements the Automatic Identification System market as both a hardware and connectivity play, insulating suppliers from commoditization.

Complete Report Scope:

• By Application
  • Fleet Management
  • Vessel Tracking and Monitoring
  • Maritime Security and SAR
  • Other Applications
• By Platform
  • Vessel-based AIS Transponders
  • On-Shore-based Stations
• By Component / Class
  • Class A Transponders
  • Class B Transponders
  • AIS Base Stations
  • AIS Receivers / Gateways
• By Solution
  • Terrestrial AIS
  • Satellite AIS (Sat-AIS)
  • Hybrid AIS Services
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Europe
    • United Kingdom
    • Germany
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Singapore
    • Malaysia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Middle East
      • Saudi Arabia
      • United Arab Emirates
      • Turkey
      • Rest of Middle East
    • Africa
      • South Africa
      • Nigeria
      • Rest of Africa

Geography Analysis

Asia-Pacific generates the largest slice of revenue, 41.78% in 2025, because it hosts nine of the world's ten busiest container ports and channels vast Belt and Road investments into digital-port upgrades. China deploys shore-based towers along Silk Road maritime nodes, while Japan funds AI-steered ferry pilots that ingest AIS feeds for collision-avoidance algorithms. India's Navy is wiring USD 125 million worth of coastal surveillance towers to U.S.-donated data-fusion centers, amplifying defense demand for AIS intelligence. Singapore, ranked top on the UN port-performance index, licenses value-added AIS analytics to terminal operators who target berth-turnaround times below 15 hours. This confluence of commercial freight, naval security, and government-mandated emissions tracking ensures Asia-Pacific remains the anchor of the Automatic Identification System market.

Europe holds a 27.12% share, driven by stringent safety codes and decarbonization policy. The forthcoming Class M beacon rule pushes pleasure-craft owners into the Automatic Identification System market, expanding the addressable base beyond commercial shipping. Norway's Ice Service showcases Europe's specialized Arctic competence, blending AIS with radar and optical satellites to safeguard polar voyages. EU green-deal funding channels grants to start-ups like Windward that analyze AIS behavioral patterns to flag sanctions-evading "shadow fleets," turning compliance pain points into software-subscription revenue.

North America maintains a 23.96% share on the back of the U.S. Coast Guard's strict AIS carriage rules and substantial defense procurement for maritime domain awareness. Tech partnerships, such as Saildrone with Palantir, feed classified data lakes that rely on AIS fingerprints. Canada's CII reporting guidance aligns with IMO methodology and triggers procurement of rule-ready data platforms.

South America, while smaller, is the Automatic Identification System market's fastest-growing geography at 7.47% CAGR, thanks to Brazilian offshore rigs and Argentine grain terminals that digitize export corridors. Middle East and African initiatives, including AD Ports' next-gen VTMIS, add incremental tower installations and analytics licenses.

1. Saab AB
2. Furuno Electric Co., Ltd.
3. Spire Global Inc.
4. ORBCOMM Inc.
5. Garmin Ltd.
6. Kongsberg Gruppen ASA
7. True Heading (Shiptron Trading B.V.)
8. Japan Radio Co., Ltd.
9. CNS Systems AB
10. Wartsila Corp.
11. Simrad (Brunswick Corp.)
12. L3Harris Technologies Inc.
13. exactEarth Ltd.
14. SRT Marine Systems plc
15. MarineTraffic
16. Thales Group
17. Weatherdock AG
18. Comnav Marine Ltd.
19. Iridium Communications Inc.
20. ACR Electronics (DSG)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 IMO 2024 mandate for longer than 24 m fishing vessels
  • 4.2.2 Rising maritime trade and traffic volumes
  • 4.2.3 Port-call optimisation via AIS-analytics
  • 4.2.4 Arctic shipping lanes demand long-range AIS
  • 4.2.5 AIS-driven dynamic insurance premiums
  • 4.2.6 CII/GHG reporting needs AIS?based data
• 4.3 Market Restraints
  • 4.3.1 Data congestion and spoofing incidents
  • 4.3.2 Range/coverage gaps in dense and remote seas
  • 4.3.3 Coastal 5G VHF spectrum re-allocation risk
  • 4.3.4 Sat-AIS latency for autonomous navigation
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUES)

• 5.1 By Application
  • 5.1.1 Fleet Management
  • 5.1.2 Vessel Tracking and Monitoring
  • 5.1.3 Maritime Security and SAR
  • 5.1.4 Other Applications
• 5.2 By Platform
  • 5.2.1 Vessel-based AIS Transponders
  • 5.2.2 On-Shore-based Stations
• 5.3 By Component / Class
  • 5.3.1 Class A Transponders
  • 5.3.2 Class B Transponders
  • 5.3.3 AIS Base Stations
  • 5.3.4 AIS Receivers / Gateways
• 5.4 By Solution
  • 5.4.1 Terrestrial AIS
  • 5.4.2 Satellite AIS (Sat-AIS)
  • 5.4.3 Hybrid AIS Services
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Chile
    • 5.5.2.4 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 United Kingdom
    • 5.5.3.2 Germany
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Singapore
    • 5.5.4.7 Malaysia
    • 5.5.4.8 Rest of Asia-Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 Saudi Arabia
      • 5.5.5.1.2 United Arab Emirates
      • 5.5.5.1.3 Turkey
      • 5.5.5.1.4 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Nigeria
      • 5.5.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Saab AB
  • 6.4.2 Furuno Electric Co., Ltd.
  • 6.4.3 Spire Global Inc.
  • 6.4.4 ORBCOMM Inc.
  • 6.4.5 Garmin Ltd.
  • 6.4.6 Kongsberg Gruppen ASA
  • 6.4.7 True Heading (Shiptron Trading B.V.)
  • 6.4.8 Japan Radio Co., Ltd.
  • 6.4.9 CNS Systems AB
  • 6.4.10 Wartsila Corp.
  • 6.4.11 Simrad (Brunswick Corp.)
  • 6.4.12 L3Harris Technologies Inc.
  • 6.4.13 exactEarth Ltd.
  • 6.4.14 SRT Marine Systems plc
  • 6.4.15 MarineTraffic
  • 6.4.16 Thales Group
  • 6.4.17 Weatherdock AG
  • 6.4.18 Comnav Marine Ltd.
  • 6.4.19 Iridium Communications Inc.
  • 6.4.20 ACR Electronics (DSG)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment