중대형 상용차 애프터마켓의 성장 기회(2026년)

The global medium- and heavy-duty commercial vehicle aftermarket is undergoing a structural transition. In 2025, global sales of new medium- and heavy-duty trucks declined by approximately 4.1% compared to 2024, driven by lower new-vehicle sales. This growth trend is expected to persist throughout the first half of 2026.

Despite weaker new truck sales, global vehicles-in-operation (VIO) is forecast to grow by 1.6% in 2026, supported by higher fleet retention and incremental additions to existing fleets. Increased vehicle prices, tighter financing conditions, and freight market volatility are prompting operators to retain vehicles longer, sustaining demand for replacement parts.

Global aftermarket revenues are forecast to increase by approximately 5.2% year-on-year in 2026, supported by extended fleet lifecycles and higher vehicle utilization rates. Asia-Pacific, North America, and Europe are likely to be the major revenue contributors, with Europe projected to be the fastest-growing region. However, counter-tariffs and trade tensions, primarily the US tariffs on imported trucks and parts, are increasing cost pressures, creating supply volatility, and compressing margins across the aftermarket value chain.

This analysis of the global medium- and heavy-duty commercial vehicle aftermarket evaluates major parts categories, regional performance, VIO trends, new truck sales, and distribution channel dynamics. Forecasts are based on several key market parameters, including VIO growth, average miles driven, vehicle age, replacement rates, regulatory developments, and operating environments across different regions.

Top Predictions for 2026

• Highlights
• The Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket: A Recap of 2025

Growth Environment: Transformation in the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket, 2026

• Why Is It Increasingly Difficult to Grow?

The Strategic Imperative 8TM

The Impact of the Top 3 Strategic Imperatives on the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket

Growth Opportunities Fuel the Growth Pipeline EngineTM

Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket Predictions, 2026

• Replacement Revenue Forecast for Parts and Accessories
• 2025 Commercial Vehicle Aftermarket: In Numbers
• 2025 Commercial Vehicle Aftermarket: In Trends
• 2026 Commercial Vehicle Aftermarket: In Numbers
• 2026 Commercial Vehicle Aftermarket: In Trends

Growth Environment

• Scope of Analysis
• Segmentation
• Geographic Scope
• Research Aims and Objectives
• Key Questions This Study Will Answer
• Data Sources
• Research Methodology

Macroeconomic Factors Impacting the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket

• Strategic Imperatives
• Top 10 Global Growth Opportunities
• Top 10 Global and Regional Economic Transformations for 2026
• Global GDP Growth Snapshot
• Trend 1: Global GDP Growth
• Growth Opportunity 1: Global GDP Growth
• Trend 2: Global Inflation and Interest Rates
• Growth Opportunity 2: Global Inflation and Interest Rates
• Trend 3: Global Oil Prices
• Growth Opportunity 3: Global Oil Prices
• Trend 4: Global Trade, Tariffs, and Supply Chains
• Growth Opportunity 4: Global Trade, Tariffs, and Supply Chains

Trend 5: Global Unemployment Rate

• Growth Opportunity 5: Global Unemployment Rate

Trend 6: North America Growth

• Growth Opportunity 6: North America Growth

Trend 7: Latin America Growth

• Growth Opportunity 7: Latin America Growth

Trend 8: Western Europe Growth

• Growth Opportunity 8: Western Europe Growth

Trend 9: Middle East Growth

• Growth Opportunity 9: Middle East Growth
• Trend 10: Asia Growth
• Growth Opportunity 10: Asia Growth

Middle East Conflict and Emerging Global Risks: Economic Shifts and Business Transformation

• S1: Top 10 Macroeconomic Risks, 2026
• S2: Global Economic Transformations, 2026 (March Reforecast)
• S3: Global Resilience Strategies and Opportunities

Revenue Trends in the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket, 2025 and 2026

• Global Aftermarket Revenue Share by Part Type
• Global Aftermarket Revenue by Region and Distribution Channel
• Global Aftermarket Revenue Forecast by Category

Segment Outlook for the Global Medium- and Heavy-Duty Commercial Vehicle Aftermarket, 2025 and 2026

• Global Commercial Vehicle VIO
• Average Vehicle Age: Key Countries
• Average Vehicle Miles Traveled
• Top Trends Driving the Global Commercial Vehicle Aftermarket
• Top Trends by Region
• Trend 1: Shift from Repair-Led to Uptime-Led Aftermarket
• Trend 2: Over-the-Air (OTA) Updates in Commercial Vehicles
• Trend 3: Nearshoring Reshapes the CV Aftermarket
• Trend 4: Adaptable, Scalable SDV Platforms in the Commercial Vehicle Aftermarket
• Trend 5: Automation and Supply Chain Efficiency Improvements
• OEM Activity in 2025
• Supplier Activity in 2025

Regional Predictions for Medium- and Heavy-Duty Commercial Vehicle Aftermarket, North America, 2026

• Regional Highlights: North America
• Aftermarket Dashboard: North America
• Revenue by Part Type: North America
• VIO Ownership Pattern: North America
• VIO Model Mix: North America
• Distribution Channel and Gross Margin Analysis: North America
• MD and HD Commercial Vehicle Aftermarket Opportunity Areas: North America

Regional Predictions for Medium- and Heavy-Duty Commercial Vehicle Aftermarket, Europe, 2026

• Regional Highlights: Europe
• Aftermarket Dashboard: Europe
• Revenue by Part Type: Europe
• VIO Ownership Pattern: Europe
• VIO Model Mix: Europe
• Distribution Channel and Gross Margin Analysis: Europe
• MD and HD Commercial Vehicle Aftermarket Opportunity Areas: Europe

Regional Predictions for Medium- and Heavy-Duty Commercial Vehicle Aftermarket, Latin America, 2026

• Regional Highlights: Latin America
• Aftermarket Dashboard: Latin America
• Revenue by Part Type: Latin America
• VIO Ownership Pattern: Latin America
• VIO Model Mix: Latin America
• Distribution Channel and Gross Margin Analysis: Latin America
• MD and HD Commercial Vehicle Aftermarket Opportunity Areas: Latin America

Regional Predictions for Medium- and Heavy-Duty Commercial Vehicle Aftermarket, Asia-Pacific, 2026

• Regional Highlights: Asia-Pacific
• Aftermarket Dashboard: Asia-Pacific
• Revenue by Parts Type: Asia-Pacific
• VIO Ownership Pattern: Asia-Pacific
• VIO Model Mix: Asia-Pacific
• Distribution Channel and Gross Margin Analysis: Asia-Pacific
• MD and HD Commercial Vehicle Aftermarket Opportunity Areas: Asia-Pacific

Regional Predictions for Medium- and Heavy-Duty Commercial Vehicle Aftermarket, Middle East and Africa, 2026

• Regional Highlights: Middle East and Africa
• Aftermarket Dashboard: Middle East and Africa
• Revenue by Parts Type: Middle East and Africa
• VIO Ownership Pattern: Middle East and Africa
• VIO Model Mix: Middle East and Africa
• Distribution Channel and Gross Margin Analysis: Middle East and Africa
• MD and HD Commercial Vehicle Aftermarket Opportunity Areas: Middle East and Africa

Key Conclusions and Future Prospects

• Key Conclusions and Future Prospects

Growth Opportunity Universe

• Growth Opportunity 1: Emission Lifecycle Management
• Growth Opportunity 2: Digitization of the Service Ecosystem
• Growth Opportunity 3: Growth of Alternative Fuel Vehicles

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer