Value Migrates From Sensing To Route Decisions
Sensor hardware has commoditised toward roughly 78 dollars per container unit, and margin has followed the decision layer instead. Route optimisation and fleet analytics software grows at 17.4% against 11.6% for the market, because that is where fuel and vehicle hour savings become visible against roughly 24% of collection cost sitting in fuel alone. Hardware vendors without a software position are being reduced to component suppliers, and several have responded through acquisition rather than through internal development. Recurring software revenue also carries economics that hardware sales cannot approach at any volume. Component assemblers now compete directly on sensor price.
Market Impact: Sorting vacancy rate near 22%








