상용차 텔레매틱스 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the commercial vehicle telematics market size is expected to increase from USD 18.47 billion in 2025 to USD 21.19 billion in 2026 and reach USD 42.08 billion by 2031, growing at a CAGR of 14.71% over 2026-2031.

This report is Segmented by Offering (Solutions and Services), Provider Type (Original Equipment Manufacturer, and Aftermarket), Vehicle Class (Heavy and Medium Commercial Vehicles, and More), Communication Technology (Cellular, Satellite, Hybrid), End-User Vertical (Utilities, Insurance and Leasing, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Commercial Vehicle Telematics Market Trends and Insights

Increasing Adoption of Factory-Installed OEM Telematics in Heavy Trucks

Truck makers now pre-install telematics units on the assembly line, giving fleets instant access to vehicle data without downtime for retrofits. Daimler Truck, for instance, links its TruckCharge software to factory devices so operators fine-tune charging stops for electric tractors. Volvo Trucks surpassed one million connected heavy units, streaming diagnostics that cut surprise breakdowns and fuel waste. TRATON reported 1.15 million connected trucks across its Scania, MAN, and Navistar brands, turning data subscriptions into a margin lever. Factory integration lowers lifetime hardware cost per truck, yet raises switching barriers when fleets run mixed brands, pushing software vendors to aggregate multiple OEM feeds in one dashboard.

Mandatory Electronic Logging-Device and Safety Regulations

Governments require electronic logging devices to police driver hours, making telematics compulsory rather than optional. The Federal Motor Carrier Safety Administration conducts roadside audits that pull hours-of-service files directly from cab units. Europe's smart tachograph upgrade aligns with working-time directives, forcing fleets to replace first-generation recorders by 2026. India's transport ministry mandates location tracking and an emergency button on trucks and buses, accelerating adoption across a price-sensitive market. Complying with different regional standards inflates engineering costs, but the rulebook still guarantees baseline device demand for vendors.

Cyber-Security Vulnerabilities in Connected Commercial Vehicles

Rolling computers on wheels expose braking, steering, and payload systems to hackers. The European Union's WP.29 regulation now obliges truck makers to certify secure development practices and ensure life-cycle patching, but millions of legacy units lack encrypted boot loaders. A 2025 report from the EU Agency for Cybersecurity warns that over-the-air updates introduce new attack vectors if cryptographic keys are poorly managed. High-profile breaches could immobilize fleets or compromise cargo, delaying investment among risk-averse small operators until vendors add intrusion detection and bundled cyber insurance. As security hardening raises device cost, buyers weigh the price premium against potential liability.

Other drivers and restraints analyzed in the detailed report include:

1. Demand for AI-Driven Fleet Optimisation to Cut Total Cost of Ownership
2. Rapid Expansion of Last-Mile E-Commerce Delivery Fleets
3. Fragmented Connectivity Infrastructure in Developing Regions

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

Segment Analysis

Solutions held 63.42% of commercial vehicle telematics market revenue in 2025, covering tracking, driver management, insurance telematics, compliance, V2X, predictive maintenance, and asset monitoring. Services are projected to outpace the overall market, with a 15.11% CAGR to 2031, as operators prefer predictable operating budgets to capital outlays. The commercial vehicle telematics market for managed services is growing as vendors now bundle hardware, airtime, analytics, and support into a single invoice that scales with fleet count.

Fleet tracking remains the largest solution subset, yet predictive maintenance gains ground as downtime penalties escalate. Professional services such as system integration and custom analytics are critical for large, mixed-asset fleets that link legacy dispatch systems with modern cloud dashboards. Managed offerings resonate with small carriers lacking full-time IT staff, tipping contract awards toward providers that guarantee uptime, remote troubleshooting, and compliance reporting with minimal operator intervention.

OEM channels accounted for 58.71% of revenue in 2025 because factory-installed units are shipped with every new heavy truck platform. Meanwhile, aftermarket vendors post a 15.14% CAGR as retrofit kits modernize older vehicles that still dominate many regional haul and vocational operations. The commercial vehicle telematics market share remains split as operators weigh deep vehicle-network integration from OEM devices against the vendor neutrality and faster innovation cadence of aftermarket plugs.

Mixed-brand fleets welcome middleware that consolidates proprietary OEM data feeds under a single user interface, reducing dispatcher workload. OEMs respond by opening APIs and co-marketing hybrid packages with leading aftermarket dashboards. This coopetition model preserves hardware standardization leverage for truck builders while satisfying fleets that demand analytics uniformity across diverse brands and model years.

Complete Report Scope:

• By Offering
  • Solutions
    • Fleet Tracking and Monitoring
    • Driver Management
    • Insurance Telematics
    • Safety and Compliance
    • V2X Solutions
    • Predictive Maintenance and Diagnostics
    • Asset and Trailer Tracking
  • Services
    • Professional Services
    • Managed Services
• By Provider Type
  • Original Equipment Manufacturer
  • Aftermarket
• By Vehicle Class
  • Light Commercial Vehicles
  • Heavy and Medium Commercial Vehicles
• By Communication Technology
  • Cellular
  • Satellite
  • Hybrid
• By End-User Vertical
  • Transportation and Logistics
  • Construction and Mining
  • Public Sector and Emergency Services
  • Utilities
  • Insurance and Leasing
  • Retail and E-Commerce
  • Other End-User Verticals
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • United Kingdom
    • Germany
    • France
    • Italy
    • Rest of Europe
  • Asia Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia Pacific
  • Middle East and Africa
    • Middle East
      • United Arab Emirates
      • Saudi Arabia
      • Rest of Middle East
    • Africa
      • South Africa
      • Egypt
      • Rest of Africa

Geography Analysis

North America retained 34.66% of the commercial vehicle telematics market revenue in 2025, owing to strict hours-of-service enforcement and dense cellular coverage. Large enterprise haulers have largely completed rollouts, so incremental growth stems from municipal, postal, and small-fleet segments that sign managed-service deals rather than self-hosting software. The rising adoption of battery-electric delivery trucks, particularly in California compliance zones, is boosting demand for integrated energy-management dashboards that forecast range and direct drivers to charging stations. Cross-border carriers link United States, Canadian, and Mexican operations under unified compliance portals despite patchy rural coverage in northern Canada and southern Mexico.

Asia-Pacific carries the fastest 15.78% CAGR through 2031. China enforces connected-vehicle targets that compel OEMs to embed devices, while domestic logistics giants integrate telematics with warehouse automation and ride-hailing style freight platforms. India's emergency-button and location-tracking mandate removes cost-sensitive barriers, pushing basic units into millions of trucks and buses. Japan combats driver shortages with route-optimization algorithms, and South Korea funds 5G-based smart logistics corridors. Rural coverage gaps and the prevalence of low-cost local suppliers temper average revenue per unit, but volume outweighs pricing headwinds, expanding total regional spend.

Europe combines mature adoption with stringent data privacy and cybersecurity rules. Digital tachograph stage-II upgrades, low-emission zones, and zero-emission truck incentives keep replacement cycles brisk. Operators increasingly purchase software-defined services that unlock enhanced analytics without swapping hardware, aligning with over-the-air update strategies from Volvo and Daimler. Growth moderates as large fleets complete full penetration, pushing vendors to upsell managed analytics and battery optimization modules tied to the commercial vehicle telematics market. Eastern European corridors offer white-space opportunities where road freight is rising, but connectivity penetration still trails Western averages.

South America, the Middle East, and Africa collectively post mid-teens growth from smaller bases. Brazil's dense agribusiness corridors demand asset tracking across remote plantations, yet macro-economic volatility slows capital budgets. Gulf Cooperation Council states invest in smart-city freight initiatives that bundle telematics with automated tolling and green-zone enforcement. Africa's challenge remains network coverage, although mining companies in South Africa and Botswana adopt satellite-linked units to manage high-value equipment. Government fleet-digitization programs across Egypt and Saudi Arabia spur public-sector uptake, providing anchor accounts for international vendors.

1. Verizon Communications Inc.
2. Geotab Inc.
3. Samsara Inc.
4. Trimble Inc.
5. Vontier Corporation
6. Powerfleet Inc.
7. Omnitracs LLC
8. Lytx Inc.
9. CalAmp Corp.
10. Webfleet Solutions
11. PTC Inc.
12. Octo Telematics SpA
13. Zonar Systems, Inc.
14. Gurtam Inc.
15. Motive Technologies Inc.
16. GPS Insight
17. Semtech Corporation
18. Cartrack Holdings Limited
19. Vehicle Tracking Solutions, LLC
20. Azuga Inc.
21. Platform Science, Inc.

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 Increasing Adoption of Factory-Installed OEM Telematics in Heavy Trucks
  • 4.2.2 Mandatory Electronic Logging-Device and Safety Regulations
  • 4.2.3 Demand for AI-Driven Fleet Optimisation to Cut Total Cost of Ownership
  • 4.2.4 Rapid Expansion of Last-Mile E-Commerce Delivery Fleets
  • 4.2.5 Emergence of Subscription-Based Telematics Data Marketplaces
  • 4.2.6 Integration of Telematics with Zero-Emission Truck Energy and Charge Management
• 4.3 Market Restraints
  • 4.3.1 Cyber-Security Vulnerabilities in Connected Commercial Vehicles
  • 4.3.2 Fragmented Connectivity Infrastructure in Developing Regions
  • 4.3.3 Cost and ROI Concerns for Small Fleet Operators
  • 4.3.4 Data-Ownership and Privacy-Compliance Hurdles
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Buyers/Consumers
  • 4.8.3 Bargaining Power of Suppliers
  • 4.8.4 Threat of Substitute Products
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Offering
  • 5.1.1 Solutions
    • 5.1.1.1 Fleet Tracking and Monitoring
    • 5.1.1.2 Driver Management
    • 5.1.1.3 Insurance Telematics
    • 5.1.1.4 Safety and Compliance
    • 5.1.1.5 V2X Solutions
    • 5.1.1.6 Predictive Maintenance and Diagnostics
    • 5.1.1.7 Asset and Trailer Tracking
  • 5.1.2 Services
    • 5.1.2.1 Professional Services
    • 5.1.2.2 Managed Services
• 5.2 By Provider Type
  • 5.2.1 Original Equipment Manufacturer
  • 5.2.2 Aftermarket
• 5.3 By Vehicle Class
  • 5.3.1 Light Commercial Vehicles
  • 5.3.2 Heavy and Medium Commercial Vehicles
• 5.4 By Communication Technology
  • 5.4.1 Cellular
  • 5.4.2 Satellite
  • 5.4.3 Hybrid
• 5.5 By End-User Vertical
  • 5.5.1 Transportation and Logistics
  • 5.5.2 Construction and Mining
  • 5.5.3 Public Sector and Emergency Services
  • 5.5.4 Utilities
  • 5.5.5 Insurance and Leasing
  • 5.5.6 Retail and E-Commerce
  • 5.5.7 Other End-User Verticals
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 United Kingdom
    • 5.6.3.2 Germany
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Rest of Europe
  • 5.6.4 Asia Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Middle East
      • 5.6.5.1.1 United Arab Emirates
      • 5.6.5.1.2 Saudi Arabia
      • 5.6.5.1.3 Rest of Middle East
    • 5.6.5.2 Africa
      • 5.6.5.2.1 South Africa
      • 5.6.5.2.2 Egypt
      • 5.6.5.2.3 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, Products and Services, Recent Developments)
  • 6.4.1 Verizon Communications Inc.
  • 6.4.2 Geotab Inc.
  • 6.4.3 Samsara Inc.
  • 6.4.4 Trimble Inc.
  • 6.4.5 Vontier Corporation
  • 6.4.6 Powerfleet Inc.
  • 6.4.7 Omnitracs LLC
  • 6.4.8 Lytx Inc.
  • 6.4.9 CalAmp Corp.
  • 6.4.10 Webfleet Solutions
  • 6.4.11 PTC Inc.
  • 6.4.12 Octo Telematics SpA
  • 6.4.13 Zonar Systems, Inc.
  • 6.4.14 Gurtam Inc.
  • 6.4.15 Motive Technologies Inc.
  • 6.4.16 GPS Insight
  • 6.4.17 Semtech Corporation
  • 6.4.18 Cartrack Holdings Limited
  • 6.4.19 Vehicle Tracking Solutions, LLC
  • 6.4.20 Azuga Inc.
  • 6.4.21 Platform Science, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment