US Passenger Information System Market Analysis (2020-2035)
The US Passenger Information System (PIS) market is witnessing robust growth, fueled by advances in digital communication, connected mobility trends, and increasing government focus on smart transportation networks. PIS solutions, which encompass real-time passenger data dissemination via hardware, software, and services, are revolutionizing the passenger experience in railways, roadways, airways, and urban transit. Organizations are rapidly adopting cloud and IoT-enabled systems to enhance operational efficiency, reduce delays, and drive commuter satisfaction. The surge in large-scale public transport modernization projects and rising urbanization are shaping the market outlook. With notable investments from major industry players like Cubic Corporation and Siemens Mobility, the US market is on a trajectory to reach significant revenue milestones by 2035, underpinned by strong digital transformation and a push for integrated, data-driven mobility solutions.
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Latest Market Dynamics
Key Drivers
- Rapid adoption of cloud-based and IoT-enabled passenger information systems, highlighted by Siemens Mobility's expansion of digital solutions in US rail infrastructure in early 2025.
- Growing investments in smart urban transit projects and public transportation modernization, with Cubic Corporation partnering with major US cities to deliver dynamic, real-time communication technologies as of January 2025.
Key Trends
- Integration of Artificial Intelligence and predictive analytics into passenger information platforms, with Thales Group launching AI-powered PIS upgrades in US airports during Q1 2025.
- Emphasis on personalized, multi-channel information delivery, as ST Engineering implemented unified, omni-channel updates for city bus networks in March 2025.
Key Opportunities
- Expansion of real-time wireless and mobile-enabled PIS technologies, with Teleste Corporation piloting 5G-enabled PIS prototypes in smart metros across the US in February 2025.
- Rise of integrated urban mobility ecosystems creating demand for unified, cross-modal information platforms, as Alstom signed new multimodal PIS deployment contracts with regional authorities in April 2025.
Key Challenges
- Ensuring cybersecurity for connected PIS infrastructure, highlighted by Huawei Technologies addressing recent security vulnerabilities in on-premise deployed systems in the US market in May 2025.
- Management of legacy systems integration, as Wabtec Corporation encountered interoperability challenges with older railway information modules during urban upgrade projects in March 2025.
Key Restraints
- High initial costs for system deployment in smaller municipalities, as identified in market feedback and Icon Multimedia’s recent inability to penetrate low-budget county transit authorities in Q2 2025.
- Complexity in synchronizing data standards across multiple transportation operators, a concern flagged by Televic Rail’s recent US ventures struggling to unify disparate operator platforms as of April 2025.
US Passenger Information System Market Share by Type, 2025
In 2025, the US market for passenger information systems is segmented by type into hardware, software, and services. Hardware remains the foundational element, incorporating display panels, sensors, and communication devices. Software solutions are rapidly capturing market share due to the escalating demand for analytics, artificial intelligence, and cloud integration. Services, including maintenance and consultancy, play a crucial role in optimizing and upgrading deployed systems. Market analysis reveals a pivot toward software-centric offerings as operators prioritize real-time updates and data-driven insights. This trend highlights the critical role of digitalization, ultimately accelerating the migration from legacy hardware-focused models toward agile, service-rich platforms.
US Passenger Information System Market Share by Applications, 2025
The application landscape in 2025 is led by railways and urban transit sectors, which together dominate the adoption of advanced passenger information systems. Railways leverage PIS for streamlined operations and enhanced passenger experience, while urban transit relies on real-time multi-modal data. Airways and roadways follow, utilizing PIS solutions for improved communication and traveler satisfaction. Waterways and others trail but show incremental growth due to modernization incentives. The preeminent position of railways mirrors sustained public and private investment, whereas urban transit’s robust adoption stems from city-led smart mobility initiatives.
US Passenger Information System Market Revenue (USD Million), 2020-2035
The US Passenger Information System market is projected to exhibit steady revenue growth from USD 2,350 Million in 2020, reaching approximately USD 5,920 Million by 2035. This expansion is a result of ongoing investments in digital transit infrastructure, rising ridership, and the rapid adoption of AI and cloud technologies. Revenue growth accelerates notably post-2025 as public transportation authorities, metropolitan regions, and private mobility operators increase their adoption of advanced PIS solutions. This positive outlook underscores substantial market opportunities for system vendors, technology providers, and service integrators over the forecast period.
US Passenger Information System Market YOY (%), 2020-2035
Year-on-year growth in the US Passenger Information System market shows an average annual increase of around 6-8% between 2020 and 2035. Growth rates peak in the 2025-2030 range, driven by sweeping modernization of public transit in major metropolitan areas and escalating federal infrastructure funding. While growth slows marginally as the market matures toward 2035, YOY momentum remains robust due to periodic upgrades and the rise of AI-driven and multi-modal passenger solutions.
US Passenger Information System Market Share by Regions, 2025
Regional analysis reveals that the Northeast leads US Passenger Information System adoption in 2025, followed by the West and Midwest. The Northeast’s dominance results from extensive railway and metropolitan transit networks, particularly in cities like New York and Boston, that prioritize digital mobility solutions. The West’s share is propelled by dynamic urban projects in California and Washington, while the Midwest benefits from both urban and intercity rail developments. Policy initiatives and federal smart mobility grants continue to influence region-specific adoption trends.
US Passenger Information System Market Share by Market Players, 2025
By 2025, Cubic Corporation is at the forefront of the US passenger information system market with its innovative, modular PIS platforms, claiming the highest market share. Siemens Mobility and Alstom follow, bolstered by deep expertise in smart rail and multi-modal projects. The market is moderately consolidated despite the presence of several global OEMs and niche solution providers, with top players regularly investing in R&D, partnerships, and large-scale deployment contracts.
US Passenger Information System Market Share by Buyers, 2025
Transit authorities represent the bulk of buyers for passenger information systems in the US, constituting over one-third of the market by 2025. Urban transit operators, private transport service providers, and airport authorities follow in share, reflecting widespread adoption across different mobility sectors. The prominence of public agencies highlights the sector’s alignment with infrastructure investment cycles and the prioritization of commuter-centric communication initiatives.
Study Coverage
| Metrics | Details |
|---|
| Years | 2020-2035 |
| Base Year | 2025 |
| Market Size | Revenue (USD Million) |
| Regions | Northeast, West, Midwest, South |
| Segments | Type (Hardware, Software, Services, Hybrid Solutions, Integrated Systems, Standalone Systems), Application (Railways, Roadways, Airways, Waterways, Urban Transit, Others), Distribution Channels (Direct, Indirect, Distributors, Online, System Integrators, Resellers), Technology (Cloud, On-premise, Hybrid, IoT-enabled, Wireless Communication, Real-time Data Analytics), Organization Size (Small, Medium, Large) |
| Players | Cubic Corporation, Siemens Mobility, Alstom, Thales Group, Mitsubishi Electric Corporation, Hitachi Rail, ST Engineering, Teleste Corporation, Huawei Technologies Co., Ltd., Advantech Co., Ltd., Wabtec Corporation, EKE-Electronics Ltd., Televic Rail, Infodev Electronic Designers International Inc., Icon Multimedia |
Key Recent Developments
- June 2024: Siemens Mobility announced a major contract for cloud-based PIS upgrades for Amtrak's Northeast Corridor, leveraging AI to enhance real-time communication.
- July 2024: Cubic Corporation partnered with the Metropolitan Transportation Authority (MTA) of New York to deploy integrated PIS solutions across subway and bus networks.
- August 2024: Alstom secured a multi-modal PIS system contract for a leading metropolitan region, featuring cross-platform real-time information delivery.
- September 2024: ST Engineering launched the next-generation, mobile-first PIS solutions for city bus fleets in Los Angeles, introducing predictive information services.
- October 2024: Thales Group rolled out cybersecurity enhancements and predictive analytics integration for its US-based airport passenger information systems.
