全球流動性份額：顛覆性初創企業的戰略概述（2022 年）

鑑於 COVID-19 大流行導致的市場變化，到 2021 年，移動共享市場機會將約為 3369 億美元，預計到 2030 年將超過 9945 億美元。移動共享的新興市場絕大多數是歐洲，超過 50% 的初創公司總部位於歐盟五個主要國家。

移動共享市場受到 2020 年大流行的重創，但運營商正在迅速重建其業務模式並變得更加強大。所有細分市場都顯示出複蘇，但需求響應交通 (DRT) 和微型交通是過去兩年增長最快的兩個細分市場。

在本報告中，我們調查了全球流動性份額，重點關注初創公司，並發布了每個領域 3-4 家公司的概況，總共超過 25 家公司。每個公司簡介都涵蓋概述、產品供應、獨特的價值主張、可持續發展計劃、增長戰略、顯著成就、資金細節等。

內容

戰略要務

執行摘要

• 調查範圍
• 市場細分和定義
• 共享出行市場的主要競爭對手
• 增長指標
• 預測假設
• 共享出行的總市場價值預測
• 按細分市場預測商品總價值
• 按地區劃分的 GMV 預測
• 按細分市場和地區劃分的 GMV 預測分析
• 增長驅動力
• 抑制增長的因素
• 啟動定義
• 創業研究方法
• 基準標准定義的第 1 步
• 基準標准定義的第 2 步
• Mobility Share Startup - 基準概覽
• 初創公司生態系統 - 超過 800 家初創公司正在顛覆價值鏈
• 2022 年按細分市場劃分的三大市場份額
• 每個細分市場的主要市場參與者概覽
• 投資初創公司的主要參與者
• 最近獲得資助的初創公司
• 按地區劃分的共享出行初創公司
• 亞洲正在成為全球創業投資目的地
• 按出行份額細分的初創公司
• 主要結論和發現

創業 - 傳統汽車共享

• 基準標准定義的第 1 步
• 建議列表練習
• Frost & Sullivan 候選公司的標準
• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• Free2Move 個人資料
• Miles Mobility 個人資料
• Zoomcar 個人資料
• ekar 的個人資料

創業——P2P汽車共享

• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• 解決方案
• 圖羅簡介
• Hiyacar 個人資料
• HoppyGo 個人資料

啟動 - 叫車服務

• 基準標准定義的第 1 步
• 建議列表練習
• Frost & Sullivan 候選公司的標準
• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• 滴滴簡介
• 優步個人資料
• 獲取個人資料

啟動 - 需求響應運輸 (DRT)

• 基準標准定義的第 1 步
• 建議列表練習
• Frost & Sullivan 候選公司的標準
• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• 通過個人資料
• Swvl 配置文件
• Zeelo（一家 Swvl 公司）簡介
• Liftango 個人資料
• 特警機動配置文件

初創公司 - 微移動共享

• 基準標准定義的第 1 步
• 建議列表練習
• Frost & Sullivan 候選公司的標準
• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• Tier Mobility Profile
• 石灰型材
• 鳥類資料

啟動 - 移動即服務 (MaaS)

• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• Skedgo 個人資料
• Cityway 簡介
• 心血來潮的個人資料
• HACON-A 西門子公司簡介

啟動 - 自動穿梭

• 基準標准定義的第 1 步
• 建議列表練習
• Frost & Sullivan 候選公司的標準
• 基準標准定義的第 2 步
• Frost & Sullivan 初創公司評級雷達 - 記分卡
• EasyMile 個人資料
• 海軍簡介
• 明智的 4 個人資料
• 嗶聲配置文件

增長機會宇宙

• 增長機會 1 - 由於工作方式的變化，關注綜合出行
• 增長機會 2 - 合作夥伴關係、業務模式多樣化、支持移動市場份額增長的新技術
• 增長機會 3 - 專注於未來移動性的集成和自主技術能力

下一步

More than 800 Shared Mobility Start-ups Tracked to Find and Devise Disruptive Strategies to Leverage Opportunities Worth $990 Billion by 2030

The shared mobility industry is poised to grow as the shift from private cars to multimodal solutions continues. Though the shared mobility market was battered by the pandemic in 2020, operators quickly re-aligned their business models and emerged stronger.

While all segments have rebounded, two have recorded explosive growth in the last 2 years-Demand Responsive Transit (DRT) and micromobility. People are still wary about using public transport for commuting, which is where technology-enabled safe transport has seen an uptake. Investment in micromobility sharing has boomed. More than 25 micromobility sharing operators raised funds greater than $3 billion in the last 2 years. The pandemic has certainly brought to light the immense potential of micromobility as a resilient mode of transport. The shared mobility market is still dynamic and young, with great potential for further growth, investment, and innovation.

This study analyzes several start-ups in shared mobility through 7 key segments-traditional carsharing, P2P carsharing, ride-hailing, DRT, micromobility, Mobility-as-a-service (MaaS), and autonomous shuttles. A comprehensive list of companies was identified in each segment. They were then ranked using various parameters, and each parameter was assigned a weightage based on its importance in a particular segment. Through this process, the top companies in each domain were identified and benchmarked against their competitors.

The geographic scope of the study is global. It profiles 3 to 4 companies in each segment and more than 25 profiles overall. Each company profile covers an overview, offerings, unique value proposition, sustainable initiatives, growth strategy, notable achievements, funding details, and key strengths.

In 2021, the market opportunity from shared mobility was approximately $336.9 billion. This is expected to cross $994.5 billion in 2030, accounting for the changes in the market due to the COVID-19 pandemic. Europe dominates the shared mobility start-up space, with more than 50% of the start-ups headquartered in the EU G5 countries.

Rising congestion and pollution within cities have forced city administrations to put emphasis on shared mobility solutions to meet sustainability targets. This has resulted in firms exploring new technologies and services to alleviate some of these growing issues. Shared mobility is rapidly developing, and this space is springing up many new start-ups. Electrification, hybrid working, 15-minute cities, mergers and acquisitions, investments, autonomous mobility, machine learning, and artificial intelligence will be the defining trends in the shared mobility market.

Research Highlights:

• The strategic imperatives and growth environment

• The key industry drivers and challenges

• Benchmarking of start-ups in each shared mobility segment (traditional and P2P carsharing, ride-hailing, DRT, micromobility, MaaS, and autonomous shuttles)

Key Features:

• The top 10 operators in each segment

• An in-depth view of significant company profiles

• A perspective on companies' growth strategy, key strengths, sustainable initiatives, unique service proposition, and some notable achievements

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Shared Mobility Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Executive Summary

• Research Scope
• Market Segmentation and Definition
• Shared Mobility Market-Key Competitors
• Growth Metrics
• Forecast Assumptions
• Gross Market Value Forecast for Shared Mobility
• GMV Forecast by Segment
• GMV Forecast by Region
• GMV Forecast Analysis by Segment and Region
• Growth Drivers
• Growth Restraints
• Start-up Definition
• The Start-up Methodology
• Step 1 of the Benchmarking Criteria-Definition
• Step 2 of the Benchmarking Criteria-Definition
• Shared Mobility Start-ups-Benchmark Overview
• The Start-up Ecosystem-800+ Start-ups Disrupting the Value Chain
• Top 3 Disruptive Shared Mobility Participants by Segment, 2022
• Brief Overview of the Top Participants in Each Segment
• Brief Overview of the Top Participants in Each Segment (continued)
• Brief Overview of the Top Participants in Each Segment (continued)
• Brief Overview of the Top Participants in Each Segment (continued)
• Key Participants Investing in Start-ups
• Recently Funded Start-ups
• Shared Mobility Start-ups by Region
• Asia Emerging as a Global Destination for Start-up Investments
• Start-ups by Shared Mobility Segments
• Key Conclusion and Findings

Start-ups-Traditional Carsharing

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Free2Move Profile
• Free2Move Profile (continued)
• Miles Mobility Profile
• Miles Mobility Profile (continued)
• Zoomcar Profile
• Zoomcar Profile (continued)
• ekar Profile
• ekar Profile (continued)

Start-ups-P2P Carsharing

• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Getaround Profile
• Getaround Profile (continued)
• Turo Profile
• Turo Profile (continued)
• Hiyacar Profile
• Hiyacar Profile (continued)
• HoppyGo Profile
• HoppyGo Profile (continued)

Start-ups-Ride-hailing

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Didi Profile
• Didi Profile (continued)
• Uber Profile
• Uber Profile (continued)
• Grab Profile
• Grab Profile (continued)

Start-ups-Demand Responsive Transit (DRT)

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Via Profile
• Via Profile (continued)
• Swvl Profile
• Swvl Profile (continued)
• Zeelo (an Swvl Company) Profile
• Zeelo (an Swvl Company) Profile (continued)
• Liftango Profile
• Liftango Profile (continued)
• Swat Mobility Profile
• Swat Mobility Profile (continued)

Start-ups-Micromobility Sharing

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• Tier Mobility Profile
• Tier Mobility Profile (continued)
• Lime Profile
• Lime Profile (continued)
• Bird Profile
• Bird Profile (continued)

Start-ups-Mobility as a Service (MaaS)

• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Skedgo Profile
• Skedgo Profile (continued)
• Cityway Profile
• Cityway Profile (continued)
• Whim Profile
• Whim Profile (continued)
• HACON-A Siemens Company Profile
• HACON-A Siemens Company Profile (continued)

Start-ups-Autonomous Shuttles

• Step 1 of the Benchmarking Criteria-Definition
• Shortlisting Exercise
• Shortlisting Exercise (continued)
• Frost & Sullivan's Criteria to Shortlist Companies
• Step 2 of the Benchmarking Criteria-Definition
• Frost & Sullivan Start-up Evaluation Radar-Scorecard
• Frost & Sullivan Start-up Evaluation Radar-Scorecard (continued)
• EasyMile Profile
• EasyMile Profile (continued)
• Navya Profile
• Navya Profile (continued)
• Sensible 4 Profile
• Sensible 4 Profile (continued)
• Beep Profile
• Beep Profile (continued)

Growth Opportunity Universe

• Growth Opportunity 1-Focus on Integrated Mobility Due to Changing Working Patterns
• Growth Opportunity 1-Focus on Integrated Mobility Due to Changing Working Patterns (continued)
• Growth Opportunity 2-Partnerships, Business Model Diversification, and New Technologies Underpinning Growth in Shared Mobility
• Growth Opportunity 2-Partnerships, Business Model Diversification, and New Technologies Underpinning Growth in Shared Mobility (continued)
• Growth Opportunity 3-Focus on Integrated and Autonomous Technology Capabilities for Future Mobility
• Growth Opportunity 3-Focus on Integrated and Autonomous Technology Capabilities for Future Mobility (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer