유럽 및 북미의 대중교통용 ITS 시장 - 제10판

Executive Summary

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 further comprises 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 recovery has been slow in North America. In Europe, some countries are already back at pre-pandemic levels while others lag behind. Public 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 2023, the number of registered buses and coaches in Europe and North America reached 0.85 million vehicles and 1.1 million vehicles respectively. The economic value of public transport services in Europe is estimated to around Euro 160-175 billion per year, while the corresponding number in North America is around Euro 100-115 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 5.3 percent from Euro 2.55 billion in 2025 to reach Euro 3.30 billion by 2030. The penetration of on-board computers with GPS location functionality and wireless communications in buses and trams in Europe is estimated to increase from 90.3 percent in 2025 to 93.9 percent in 2030, 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 5.0 percent from Euro 1.22 billion in 2025 to reach Euro 1.56 billion in 2030 and the penetration rate is estimated to increase from 91.9 percent in 2025 to 94.1 percent in 2030.

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. Siemens Mobility is also a prominent vendor of software in both Europe and North America. 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, Pilotfish, Icomera 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 developments encourage increased investments in such technologies. The ITS market is 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 in fare collection solutions. Standardisation efforts are beginning to yield results as an increasing number of market players choose to comply with them and procuring organisations see the benefits in the form of lower costs. 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.

Table of Contents

Table of Contents

List of Figures

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 vehicles
  • 3.4.6 Electrification of public transport fleets is picking up pace
  • 3.4.7 Data analytics to drive service improvements
  • 3.4.8 The pandemic accelerated uptake of modern ticketing and ITS solutions
  • 3.4.9 Increasing costs will encourage PTAs to adopt standardised solutions
  • 3.4.10 The rising importance of cybersecurity

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 Alexander Dennis (NFI Group)
• 4.8 Gillig
• 4.9 VDL
• 4.10 Wrightbus

5 Aftermarket Solution Providers

• 5.1 International
  • 5.1.1 Conduent
  • 5.1.2 Equans
  • 5.1.3 GIRO
  • 5.1.4 Hitachi Rail
  • 5.1.5 INIT
  • 5.1.6 IVU Traffic Technologies
  • 5.1.7 Siemens Mobility
  • 5.1.8 Streamax
  • 5.1.9 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 FAIRTIQ
  • 5.2.5 i-Cell
  • 5.2.6 Kontron Transportation
  • 5.2.7 Nettropolis
  • 5.2.8 Peak Mobility
  • 5.2.9 R&G
  • 5.2.10 RADCOM
  • 5.2.11 Ridango
  • 5.2.12 Scheidt & Bachmann
  • 5.2.13 Tri Star Group
  • 5.2.14 TIU
  • 5.2.15 Umovity
  • 5.2.16 Vem Technology (Elem Group)
  • 5.2.17 ZF Bus Connect
• 5.3 France, Benelux and the UK
  • 5.3.1 Actia
  • 5.3.2 Comatis
  • 5.3.3 Flowbird
  • 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 Matawan
  • 5.3.11 RATP Smart Systems
  • 5.3.12 Simpliciti
  • 5.3.13 Snapper Services
  • 5.3.14 Ticketer
  • 5.3.15 Velociti Solutions
  • 5.3.16 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 Metatron Group
  • 5.4.10 Optibus
  • 5.4.11 PluService
  • 5.4.12 Questar Auto Technologies
  • 5.4.13 Swarco
  • 5.4.14 Tecmic
• 5.5 The Nordics
  • 5.5.1 AddSecure
  • 5.5.2 Axentia Technologies
  • 5.5.3 Consat Telematics
  • 5.5.4 FARA (Modaxo)
  • 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 Traffitech
  • 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 CalAmp
  • 5.6.4 Clever Devices
  • 5.6.5 Connexionz
  • 5.6.6 Cubic Transportation Systems
  • 5.6.7 Ecolane
  • 5.6.8 ISR Transit
  • 5.6.9 Luminator Technology Group
  • 5.6.10 Moovit
  • 5.6.11 Powerfleet
  • 5.6.12 Swiftly
  • 5.6.13 Transit Technologies
  • 5.6.14 TransLoc (Modaxo)
  • 5.6.15 TripSpark (Modaxo)
  • 5.6.16 Vontas (Modaxo)
  • 5.6.17 Zonar Systems
• List of Acronyms and Abbreviations