表紙
市場調查報告書
商品編碼
1010074

汽車製造商的共享和智能移動服務戰略

Carmaker Strategies in Shared & Smart Mobility Services

出版日期: | 出版商: Auto2x Ltd | Automotive Intelligence Consulting | 英文 74 Pages; 80 Tables & Charts | 商品交期: 最快1-2個工作天內

價格
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  • 簡介
  • 目錄
簡介

本報告重點關注共享和智能出行服務,以及汽車製造商在汽車共享、拼車、互聯停車、電動汽車充電站、在線汽車銷售和機器人出租車等智能出行服務中的定位。我們還分析了美國、歐洲和亞洲汽車製造商的技術和商業成熟度。

繼續採用新技術讓人們改變他們在城市中的出行方式,重新考慮車輛擁有標準,並獲得更便宜、更快、更安全、零排放和無縫的移動。因此,新的移動模式正在出現,從而改變從產品到服務的移動性 (MaaS)。

與此同時,汽車製造商和汽車供應商正在轉變為出行服務提供商和技術參與者,以滿足更嚴格的排放法規和道路安全法規,滿足出行用戶的新需求。 MaaS 不僅可以提高車輛利用率,還可以為每個用例提供最佳的交通方式。

Connected、Autonomous、Electrified、Shared Mobility的新時代,傳統汽車廠商面臨著來自在人工智能、雲連接和大數據方面擁有豐富專業知識的技術領導者的更多競爭。

高度自動化駕駛、雲端、V2X、虛擬現實和增強現實等新技術將為移動用戶塑造新體驗。隨著品牌忠誠度爭奪新的收入池,移動領域正在迅速變化。

新的 EV 利潤池邀請技術人員使用新的智能和共享移動服務

在蓬勃發展的中國新能源汽車市場,越來越多的科技巨頭和汽車製造商競相開發智能電動汽車。華為正與多家中國汽車製造商合作,包括北汽和比亞迪,阿里巴巴(電動汽車製造商小鵬的初始投資者)是上汽和電動汽車的合資企業。 .另一家中國汽車製造商吉利最近與科技巨頭百度合作開發智能電動汽車,中國領先的網約車服務公司滴滴出行是一家開發全電動 D1 汽車的汽車製造商,與比亞迪合作。

據近期媒體報導,小米將在3月份擁有自己的智能電。Oppo,計劃進軍汽車領域,計劃宣佈在未來幾年投資100億美元開發汽車。宣佈

工程師在軟硬件集成方面的經驗可以帶來 "嵌入" 將智能技術應用於新電動汽車的好處。除了產生的大量數據的寶貴優勢外,大規模部署電動汽車可能是科技巨頭在下一代自動駕駛汽車中利用其智能技術知識的第一步。

玩家在機動性方面共同努力,以避免被新進入者混淆

拼車和拼車是兩種移動方式,吸引了大量的興趣和投資,因為其餘類型非常分散。領先的汽車製造商正在競相利用新的機遇,並將自己定位於與新進入者競爭的位置。

自主頂級技術合作夥伴,
2021電力與共享出行

Toyota、Aurora 和 Denso 合作開發 Robotaxis
(2021 2) Month)

技術領域:Robotaxis/Autonomous-Mobility-On-Demand (AMOD)

  • 內容: 豐田的 Sienna 小型貨車將配備 Aurora 的自動駕駛硬件和軟件堆棧,使其成為將於 2021 年底進行測試的機器人車軸。 Aurora 將考慮隨著電裝和豐田的發展而量產自動駕駛組件。流動性和金融服務。
  • 重要性: 對於豐田支持的極光來說,與Waymo、Cruise(通用支持)和Argo AI(福特-大眾支持)競爭是重要的一步。那是在收購 Uber 的 ATG 自動駕駛部門之後的幾個月。豐田仍然是優步的投資者,並根據交易將股份從 ATG 轉讓給了奧羅拉。

八個新行業的成本節約和收入潛力

除了汽車行業,許多行業都將體驗到自動駕駛在成本節約和新收入機會方面的優勢。例如,由於生產力的提高,汽車作為 "第三生活空間" 的角色發生了變化,汽車製造商和移動服務提供商可能會從自動駕駛共享和私家車擁有中獲得收入的快速增長。

在安全性、燃油效率和運輸方面,貨運可以顯著受益於有條件和完全自動駕駛。快速採用編隊等技術可以為大型車隊帶來立竿見影的好處。此外,採礦業可以利用 ADAS 傳感器的物體檢測和識別來提高效率。

經銷商和售後市場,汽車保險和汽車租賃可能會看到機會和風險

最後,汽車售後市場和汽車租賃行業將受到越來越多的共享出行使用和電動汽車激增的影響,但可能會利用車隊服務機會。

自由浮動汽車共享推動德國市場增長

德國汽車共享在2021年反彈。在德國,客戶和車隊數量都在穩步增加。德國汽車共享市場的演變是西歐主要汽車市場中消費者從擁有汽車轉向出行即服務的重要標誌,也是自動駕駛、電動化和共享出行的頂級樞紐。我們還通過 RoboTaxi、RoboShuttle、Aggregate Mobility Provider 和 Urban Air Mobility 為未來的出行鋪平了道路。

智能出行戰略在主要汽車製造商的國內市場取得成功至關重要,因為我們不能錯過新出行服務提供商的新收入池。

中國戰場定義新興市場智能出行未來

中國 出於兩個原因,中國是未來移動出行的重要市場。首先,它是世界領先的汽車市場,雖然汽車的滲透率還比較低。其次,政府正在推廣新能源汽車,並且是電動汽車銷售的全球領導者。

中國的電動汽車充電基礎設施正在努力跟上對 NEVS 不斷增長的需求

全國範圍內車輛與充電樁的比例為3.5:1,但在北京、上海等大城市,分別大幅提升至1.5:1和1.2:1。在公共充電投票中,快充(FC)積分為30.9萬,全國比例約為12:1(即每12輛EV)1個FC投票)。

充電基礎設施部署商業化,因為不同廠商生產的不同動力總成需要特定類型的充電基礎設施,新能源汽車發展初期缺乏統一標準,無法提高可行性。

目錄

第 1 章共享出行的競爭態勢

  • 汽車廠商共享/智能出行服務及產品的競爭態勢
  • 汽車製造商在金融服務和移動領域的收入
  • 主要合作夥伴關係(2020-2021)
  • 共享出行的新市場
    • 新興市場的增長
    • 中國的重要作用
  • 新的移動性

第 2 章共享和智能移動服務未來的促進因素和趨勢

  • 細分市場和定義
  • 智能出行實現技術
    • 數位化:連接、大數據、雲
    • 區塊鏈在安全和隱私方面的作用
    • 自動駕駛、軟件、人工智能

第 3 章汽車製造商的共享和智能出行戰略

  • 關於各汽車製造商
    • 集團銷售額和利潤(2016-2020)
    • 移動願景
    • 移動產品組合評估
    • 技術準備水平
    • 戰略:商業模式評估(軟件、人工智能)、與智能移動相關的業務細分和投資
    • 競爭力評級:智能出行的戰略、技術準備水平、定位和展望
  • 奧迪
  • 寶馬集團
  • 戴姆勒:梅賽德斯-奔馳
  • 福特
  • 通用汽車
  • 本田
  • 現代-起亞
  • 捷豹路虎
  • 保時捷
  • 雷諾-日產-三菱聯盟
  • Stellantis:前 FCA 和 PSA 集團
  • 特斯拉汽車
  • 豐田汽車:雷克薩斯和豐田
  • 沃爾沃
  • 大眾

第 4 章中國/德國/加利福尼亞/印度的互聯/自動/共享/電動交通

  • 主要地區的 MaaS 成熟度:概覽
  • 中國的智能出行
    • 城市化和環境政策塑造了中國新的出行需求
    • 中國的 MaaS 法規。 NEV和ICV是政府政策的核心
    • 滴滴在快速增長的打車行業佔據主導地位
    • 2009年中國將加速引進Lv.4自主出行機器人出租車
    • 共享汽車在中國普及率低
    • 電動汽車充電網絡有限阻礙了MaaS的普及
    • 最近共享單車的普及速度有所放緩
  • 德國智能出行
    • 在自由浮動的推動下,德國的汽車共享市場在 2021 年復甦
    • 微移動。共享單車
    • 共享滑板車被6大公司壟斷
    • 德國的電動汽車充電網絡將在 2020 年翻一番
    • 德國城市的城市空中交通
  • 加州智能出行
    • 加州交通挑戰
    • 加州拼車市場:Uber 和 Lyft
    • 汽車共享/P2P 汽車共享項目
    • 加州汽車訂閱模式
    • 微機動性
    • 通過自動駕駛和自動駕駛交付
    • 美國電動汽車充電基礎設施和商業模式
    • 加州智能停車的三個主要參與者
  • 汽車共享:北美和歐洲的比較
  • 印度的共享出行
目錄

This report examines how carmakers are positioned in Smart Mobility across services such as car-sharing, ride-hailing, connected parking, electric vehicle charging, online car sales and robo-taxis. It also analyzes their Techno-commercial Readiness level in the USA, Europe, and Asia.

Learn about the leaders in Shared, Autonomous & Connected Mobility

This report examines how carmakers are positioned in Shared & Smart Mobility and what their Techno-commercial Readiness level is. In more detail this report provides:

  • Competitor analysis of key carmakers in Mobility Services segmented by capabilities in 10 key Mobility modes, technology competence and winning business models.
    • 1. B2C & P2P car-sharing, free-float and station-based
    • 2. Taxi / P2P ride-hailing, incl. electrified fleets
    • 3. AMOD / robo-taxis.
    • 4. Micro-Mobility (e-bikes, e-scooters, other)
    • 5. Multi-modal transport (e.g., Moovel)
    • 6. Connected parking (e.g., Park Now)
    • 7. Electric vehicle charging, such as VW's Elli
    • 8. Online car sales and subscription services
    • 9. Urban Air Mobility investments & strategies
    • 10. Other Aftersales services (e.g., predictive maintenance, battery swapping, etc.)
  • Learn about the strategies, investments, partnerships and roadmaps of leading carmakers in ride-hailing, car-sharing, micro-mobility, EV charging among other business models.
  • Assessment of their Mobility Portfolio: Technology: e.g. AI expertise; Strategy: investment in start-ups, partnerships, pilots, AMoD; and Market position and leadership
  • The evolution of the mobility landscape, with a focus on key enablers, critical markets, winning strategies and the impact of mobility as a service to different stakeholders

New Mobility patterns are emerging transforming mobility from a product to a service (MaaS) as people change the ways they move in cities, rethink their vehicle ownership criteria and continue adopting new technologies to access cheaper, faster, safer, emission-free and seamless mobility.

At the same time, carmakers and automotive suppliers are transforming into Mobility providers and Tech players to respond to stricter emission regulation and road safety rules and address the new needs of mobility users. MaaS promises not only better vehicle utilization rates but also the best mode of transportation depending on the use case.

In the new era of Connected, Autonomous, Electrified and Shared Mobility, traditional automotive players now face additional competition from Tech leaders with strong expertise in AI, cloud connectivity and Big data.

New technologies such as highly automated driving, cloud, V2X, Virtual and Augmented Reality shape new experiences for mobility users. The Mobility landscape is changing fast, as competition for brand loyalty and new revenue pools is getting stronger.

New EV profit pool lures tech-giants to new Smart & Shared Mobility Services

An increasing number of tech giants and car-makers are racing to develop smart electric vehicles in China's booming NEV market. Huawei collaborates with various Chinese automakers including BAIC and BYD, while Alibaba - an early investor in electric vehicle manufacturer Xpeng - has formed an EV joint venture with SAIC. Another Chinese automaker Geely has recently partnered with tech giant Baidu in order to develop intelligent EVs, while Didi Chuxing - the major Chinese ride-hailing player - has partnered with automaker BYD in the development of all-electric D1 vehicles.

In March, Xiaomiannounced plans to invest $10 billion in the following years in order to develop its own smart-electric vehicle, while another smartphone manufacturer, Oppo, plans to venture into the automotive sector according to recent media reports.

Tech-giants experience in software and hardware integration is able to give them a "built-in" advantage in applying smart technologies in new electric vehicles. Besides valuable gains from the vast amounts of generated data, EV's mass deployment could be tech giants' first step in order to leverage their smart-tech knowledge in the next-generation autonomous vehicles.

Players are joining forces in Mobility to avoid disruption from new entrants

Car sharing and ride sharing are two of the forms of mobility that have attracted a lot of interest and investment since the remaining types are highly fragmented. Leading carmakers are racing to position themselves to take advantage of new opportunities and compete with new entrants.

Top Technology Partnerships In Autonomous,
Electric & Shared Mobility In 2021

Toyota, Aurora And Denso Partner to Develop Robotaxis
(February 2021)

Technology Domain: Robotaxis / Autonomous-Mobility-On-Demand (AMOD)

  • What: Toyota's Sienna minivans will be fitted with Aurora's self-driving hardware and software stack to be turned into robotaxis to be tested by the end of 2021. Aurora will explore the mass production of self-driving components with Denso and with Toyota the development of mobility and financial services.
  • Why it matters: For Toyota-backed Aurora, it is an important step to compete with Waymo, Cruise (backed by GM), Argo AI (backed by Ford-VW). It comes a few months after the acquisition of Uber's ATG automated driving unit. Toyota remains an investor in Uber and transferred its equity stake from ATG to Aurora under the deal.

Cost savings & revenue potential in 8 new industries

Apart from the automotive industry, a series of industries will experience the benefits of Autonomous Mobility in terms of cost savings and new revenue opportunities. For example, carmakers and mobility providers could see revenues from autonomous ride-sharing grow rapidly as well as from private car ownership due to the transformed role of the car as the "3rd living space" due to increasing productivity.

Freight transportation could benefit substantially from Conditional and Fully-automated driving in terms of safety, fuel efficiency, and traffic. The fast adoption of technologies such as platooning could bring immediate benefits to large fleets. In addition, the Mining industry could leverage object detection and recognition of ADAS sensors to drive efficiencies.

Dealers and aftermarket, Auto Insurance, and Car rentals could see opportunities and risks

Finally, the Automotive Aftermarket and car rental industries will be impacted by the rising usage of shared mobility and the proliferation of electric cars but could leverage opportunities in fleet services.

Free-Floating Car-Sharing Fuels Growth to the German market

Car-Sharing in Germany bounced back in 2021. Both the number of customers and fleets are increasing steadily in Germany. The evolution of Germany's car-sharing market is a key metric for the rate of consumer transition from car ownership to Mobility-as-a-Service in Western Europe's leading car market and one of the top hubs for autonomous, electrified and shared mobility. It also paves the way to the future of mobility with Robo-taxis, Robo-shuttles, aggregate mobility providers and Urban Air Mobility.

The successful execution of leading carmakers' Smart Mobility strategies in their domestic market is crucial as they cannot afford to miss out on the new revenue pools against new Mobility Service Providers.

China's battle-ground will define the future of Smart Mobility in emerging markets

China is a key market for the future of mobility for two reasons. First, it is the world's leading car market, even though it still has a relatively low car penetration. Second, it is the world's leader in Electric vehicle sales, with the government pushing for NEVs.

CHINA'S EV CHARGING INFRASTRUCTURE IS STRUGGLING TO KEEP UP WITH THE GROWING DEMAND FOR NEVS

The vehicle-to-charging point ratio across all the country is 3.5:1, while in the mega-cities like Beijing and Shanghai the ratio is substantially better, 1.5:1 and 1.2:1 respectively. Among public charging polls, fast-charging (FC) points count for 309,000, an approximately 12:1 ratio nationwide (i.e., one FC poll for every twelve EVs).

The absence of a unified standard in the early stage of new energy vehicles development has failed to boost commercial viability in the deployment of charging infrastructure since different powertrains produced by various manufacturers require specific types of charging infrastructure.

Table of Contents

1. The State of Competition in Shared Mobility (8 pages)

  • 1.1. Competitive Landscape & Carmaker Offerings in Shared & Smart Mobility Services
  • 1.2. Carmaker Revenues from Financial Services & Mobility segments
  • 1.3. $11+ billion of Investments by Carmakers in Mobility Startup
  • 1.4. Key Partnerships in Mobility in 2020-21: the Evolving Landscape
  • 1.5. New battlefronts in Shared Mobility
    • 1.5.1. Market growth in emerging markets
    • 1.5.2. The crucial role of China
  • 1.6. New Mobility, incl. Shared services, presents an additional $1.5 trillion opportunity

2. Drivers & Trends Shaping the Future of Shared & Smart Mobility Services (7 pages)

  • 2.1. Segmentation and Definitions of Shared & Smart Mobility Services
  • 2.2. Consumer demands are shifting driven by Digitalization, urbanization & sustainability
  • 2.3. Carmakers rethink their Online Car Sales Strategies & Digital Sales Channels due to COVID-19
  • 2.4. Enabling Technology for Smart Mobility
    • 2.4.1. Digitalization: Connectivity, Big data, Cloud
    • 2.4.2. The role of blockchain for Security & Privacy in Mobility Services
    • 2.4.3. Autonomous Driving, Software & AI

3. Carmakers' Strategies in Shared & Smart Mobility (48 pages)

  • For each carmaker
    • Group Deliveries & Revenues 2016-2020
    • Vision in Mobility
    • Assessment of Mobility Portfolio
    • Technology readiness
    • Strategy: Business model evaluation (SW, AI), Business Segment & Investments Related to Smart Mobility
    • Competitor Assessment: Strategy, Technology Readiness, position & outlook in Smart Mobility
  • 3.1. Audi
    • 3.1.1. Audi's Car Sales 2015-2020 & Revenues 2019-2020
    • 3.1.2. Audi's Vision in Mobility, incl. Autonomous, Electric and Shared Mobility
    • 3.1.3. Investments related to Smart Mobility & key partnerships
    • 3.1.4. Assessment of Mobility Service Portfolio
      • Audi Select (Subscription Service)
      • Audi on demand (Car sharing)
      • Audi e-tron Scooter (Micro-Mobility)
  • 3.2. BMW Group
    • 3.2.1. BMW Group's Car Sales & Revenues 2015-2020
    • 3.2.2. Vision in Mobility, incl. Autonomous, Electric and Shared Mobility
    • 3.2.3. Investments related to Smart Mobility from iVentures & key partnerships
      • BMW-Daimler JVs: Your Now, Share Now, Reach Now, Free Now
    • 3.2.4. Assessment of Mobility Service Portfolio
  • 3.3. Daimler: Mercedes-Benz
    • 3.3.1. Vision in Mobility
    • 3.3.2. Investments related to Smart Mobility & key partnerships
      • AMoD (Mercedes-Benz & Bosch)
    • 3.3.3. Assessment of Mobility Service Portfolio
  • 3.4. Ford
    • 3.4.1. Vision in Mobility
    • 3.4.2. Investments related to Smart Mobility & key partnerships
    • 3.4.3. Assessment of Mobility Service Portfolio
      • Ford Smart Mobility LLC (Ford's Mobility unit)
      • Ford X
      • Ford Mobility Cloud (Platform for routing self-driving cars)
      • Ford's Micro-mobility and Other Services
  • 3.5. General Motors
    • 3.5.1. Vision in Mobility
    • 3.5.2. Investments related to Smart Mobility & key partnerships
      • Cruise Honda Partnership
    • 3.5.3. Assessment of Mobility Service Portfolio
      • Maven / Maven Home / Maven for Residents
      • Maven Gig
      • Maven Car-sharing
      • Maven Peer Cars/ Peer-to-peer Car-Sharing
      • Cruise / Cruise Anywhere
  • 3.6. Honda
    • 3.6.1. Vision in Mobility
    • 3.6.2. Investments related to Smart Mobility & key partnerships
      • Grab Investment
      • ReachDa Investment
      • GM Cruise Investment
      • Monet Technologies Investment
      • Zipcar Partnership
      • Orix Partnership
    • 3.6.3. Honda's Mobility Service Portfolio
      • Honda Xcelerator
  • 3.7. Hyundai-KIA
    • 3.7.1. Vision in Mobility
    • 3.7.2. Investments & Partnerships
      • Grab Investment
      • Ola Investment
      • Aurora Investment
    • 3.7.3. Mobility Service Portfolio
      • Car sharing pilots: Ioniq Car Share Amsterdam
      • WiBLE (Car sharing)
      • Delivery Car (Deal Car)
      • Scooter Prototype
      • Zero One True Innovation Accelerator Program
  • 3.8. Jaguar Land Rover
    • Addison Lee Acquisition Speculation
    • Partnership with Waymo
    • InMotion incubator
  • 3.9. Porsche
    • Porsche - Passport
    • Porsche - Drive
    • Porsche - Host
    • Porsche and Boeing collaborating on premium urban air mobility
  • 3.10. Renault-Nissan-Mitsubishi Alliance
    • Nissan Intelligent Mobility - Easy Ride / e-share mobi
    • RCI Mobility Programs
    • Renault MOBILITY - Zity / Rent
    • Moov'in.Paris
    • Memorandum of Understanding with Didi
  • 3.11. Stellantis: ex-FCA & PSA Group
    • TravelCar Acquisition
    • Opel Acquisition
    • Turo Partnership
    • Avis Partnerships
    • Waymo Partnership
    • Aurora Partnership
    • Enjoy Joint Venture
    • Free2Move MaaS Aggregator / Car-sharing / Fleet Sharing and Free2Move Fleet Management / Lease
  • 3.12. Tesla Motors
    • Tesla Network
    • Supercharger Network
    • SolarCity
  • 3.13. Toyota Motors: Lexus and Toyota
    • 3.13.1. Investments related to Smart Mobility & key partnerships
    • 3.13.2. Toyota's Mobility Service Portfolio
      • Hui Car Share and Servco Pacific Partnership
      • Avis Partnership
      • Uber Partnership-Autono-MaaS
      • Park24 Times Car PLUS Partnership
      • Grab Partnership
      • JapanTaxi Investment
      • Tokyo 2020 Olympic Mobility Services
  • 3.14. Volvo
    • 3.14.1. Vision in Mobility: "Freedom to Move" & all electric by 2030
    • 3.14.2. Assessment of Volvo's Strategy & Mobility Service Portfolio
      • Sunfleet
      • M Mobility Brand
      • Care by Volvo
      • Uber Partnership
      • Volvo Cars Tech Fund
  • 3.15. Volkswagen
    • 3.15.1. Vision in Mobility: MOIA subsidiary
    • 3.15.2. Investments related to Smart Mobility & key partnerships
      • Argo AI
      • Volkswagen - Gett Investment
    • 3.15.3. Assessment of Mobility Service Portfolio
      • Volkswagen - MOIA
      • VW's Car.Software Unit
      • Volkswagen - Electrify America Initiatives
      • Volkswagen - We Services
      • WeShare, WeDeliver & WePark

4. Connected, Autonomous, Shared & Electrified Mobility in China, Germany, California & India (19 pages)

  • 4.1. Summary of Maturity of MaaS across major geographies
  • 4.2. Smart Mobility in China
    • 4.2.1. Urbanization & environmental policy shape new Mobility Needs in China
    • 4.2.2. MaaS Regulation in China: NEVs & ICVs at the centre of Gov.'s policy
    • 4.2.3. DiDi "monopolizes" the booming Ride-hailing industry
    • 4.2.4. Deployment of Lv.4 Autonomous Robotaxi accelerating in China in '21
    • 4.2.5. Low adoption of Car-sharing in China
    • 4.2.6. The limited EV charging network hinders MaaS adoption
    • 4.2.7. Bike-Sharing popularity have slowed down recently
  • 4.3. The Status & Outlook of Smart Mobility in Germany
    • 4.3.1. Germany's car-sharing market rebounded in 2021 driven by free-floating
    • 4.3.2. Micro-mobility: Bike Sharing
    • 4.3.3. Scooter sharing dominated by six major players
    • 4.3.4. Germany's EV Charging network doubled in 2020
    • 4.3.5. Urban Air Mobility coming to Germany cities
  • 4.4. The Status & Outlook of Smart Mobility in California, USA
    • 4.4.1. Mobility Challenges in California
    • 4.4.2. Ride-Sharing market in California: Uber & Lyft
    • 4.4.3. Car-sharing/P2P car sharing projects
    • 4.4.4. Car subscription models in California
    • 4.4.5. Micro-mobility
    • 4.4.6. Automated Driving & Autonomous Deliveries
    • 4.4.7. EV charging infrastructure and business models in the USA
    • 4.4.8. Three Key players in Smart Parking in California
  • 4.5. Car sharing in North America vs. Europe
  • 4.6. Shared Mobility in India

LIST OF TABLES

  • Table 1: Competitive offerings of Carmakers in 11 different Smart & Shared Mobility Services
  • Table 2: OEM Revenues from Financial Services 2019-20 & AGR
  • Table 3: Miles driven (Millions) and TAM ($M) by vehicles vs. Ride-hailing
  • Table 4: Conventional vs. Emerging alternative Business Models in Smart Mobility
  • Table 5: Audi Group revenues, EBIT 2019-20 & targets (Euro Million, AGR, CAGR)
  • Table 6: Audi's Portfolio in Smart Mobility
  • Table 7: BMW Group revenues, EBIT 2016-20 & targets
  • Table 8: BMW Group's Portfolio in Smart Mobility
  • Table 9: Daimler's Portfolio in Smart Mobility
  • Table 10: Ford's Portfolio in Smart Mobility
  • Table 11: General Motor's Portfolio in Smart Mobility
  • Table 12: Honda's Portfolio in Smart Mobility
  • Table 13: Hyundai & KIA's Portfolio in Smart Mobility
  • Table 14: Jaguar Land Rover's Portfolio in Smart Mobility
  • Table 15: Porsche's Portfolio in Smart Mobility
  • Table 16: Renault-Nissan-Mitsubishi's Portfolio in Smart Mobility
  • Table 17: Stellantis' Portfolio in Smart Mobility
  • Table 18: Tesla's Portfolio in Smart Mobility
  • Table 19: Toyota's Portfolio in Smart Mobility
  • Table 20: Volvo's Portfolio in Smart Mobility
  • Table 21: VW Group revenues, EBIT 2019-20 & targets (Euro Million, AGR, CAGR)
  • Table 22: VW's Portfolio in Smart Mobility
  • Table 23: The maturity of Smart Mobility in China, vs. Germany and California in 2021
  • Table 24: Key Competitors in China's Ride-Hailing Market: Services, Registered Users and city coverage in 2021
  • Table 25: Key Robotaxi pilots and deployment in China in 2021
  • Table 26: Key Competitors in Car-Sharing Services in China
  • Table 27: Competitors in Bike-Sharing in China in 2020
  • Table 28: Lyft's Active users and revenue per Active Rider
  • Table 29: Bike-Sharing schemes in California between 2015-2020
  • Table 30: Competitors in Shared Mobility in India

LIST OF FIGURES

  • Figure 1: OEM Revenues from Financial Services 2019-20 & AGR
  • Figure 2: Honda and Toyota lead disclosed investments in Shared Mobility Services
  • Figure 3: Ownership, Investments & Partnerships of Carmakers across the Shared Mobility Value Chain
  • Figure 4: Car sales in Emerging markets will grow faster
  • Figure 5: Revenues from New Mobility
  • Figure 6: Total projected Mobility spend in 2040 compared to 100% in 2015
  • Figure 7: ADAS Content per Vehicle Cost 2020 Vs. 2025
  • Figure 8: E-commerce Vehicle sales as % of Total-Vehicles Sales in the U.S.A
  • Figure 9: ADAS Content per Vehicle Cost 2020 Vs. 2025
  • Figure 10: Audi's global car sales 2015-2020 & AGR
  • Figure 11: Audi Group's revenues 2015-2020 & AGR
  • Figure 12: Audi's car sales mix by region in 2016-2020
  • Figure 13: Audi's model range mix by the level of automation & electrification by 2025
  • Figure 14: BMW Group's vision in Mobility
  • Figure 15: BMW's model range mix by the level of automation & electrification by 2025
  • Figure 16: BMW's timeline of investments related to Smart Mobility
  • Figure 17: Users of ShareNow, ReachNow and FreeNow (Million)
  • Figure 18: BMW Group's Mobility Service Portfolio
  • Figure 19: Mercedes-Benz car sales 2015-2020 & AGR
  • Figure 20: Mercedes-Benz's model range mix by level of automation & electrification by 2025
  • Figure 21: Daimler's timeline of investments related to Smart Mobility
  • Figure 22: Customer base and coverage of YOUR NOW JV
  • Figure 23: Daimler Group's Mobility Service Portfolio
  • Figure 24: Ford's annual car sales 2015-20
  • Figure 25: Ford's model range mix by level of automation & electrification by 2025
  • Figure 26: Differences between GM and Ford regarding autonomous and mobility strategy
  • Figure 27: Figure 14: Ford's timeline of investments related to Smart Mobility
  • Figure 28: Ford's Mobility Service Portfolio
  • Figure 29: General Motor's Mobility Service Portfolio
  • Figure 30: Hyundai's model range mix by the level of automation & electrification by 2025
  • Figure 31: JLR's car sales 2015-18
  • Figure 32: Toyota's Global Car sales 2015-2020
  • Figure 33: VW's annual car sales 2015-2020 & VW Group car sales
  • Figure 34: VW Group's revenues 2015-2020 & AGR
  • Figure 35: VW's model range mix by level of automation & electrification by 2025
  • Figure 36: VW's portfolio in Mobility Services
  • Figure 37: New car sales, New Energy Vehicle sales & Private Vehicle Ownership in China 2005-2025
  • Figure 38: Online Ride-Hailing Users in China 2016- 2020
  • Figure 39: Key competitors in Car-Sharing in China
  • Figure 40: Public EV Charging Infrastructure in China 2020
  • Figure 41: New car sales, Electric car sales in Germany 2005-2020
  • Figure 42: Car-Sharing customers in Germany rebounded in 2021, up by 26% year-on-year
  • Figure 43: Free-Floating Fleet increased substantially in 2020 leading to a 26% rise in overall fleet
  • Figure 44:: Electric car-sharing penetration rose to 19% in Germany in Q1 2021
  • Figure 45: Public EV Charging Infrastructure in Germany
  • Figure 46: New car sales, Electric car sales in California in 2020
  • Figure 47: Market Shares in US charging infrastructure '19
  • Figure 48: Top private investment in Electric Vehicle charging infrastructure as of 2021
  • Figure 49: No. of Car-Sharing Schemes, Fleets and EV-penetration in the EU & North America 2016
  • Figure 50: Number of OEM-backed CAR SHARING fleets in North America vs. Europe in 2017