顛覆流動性的初創公司戰略概述：2022 年拉丁美洲市場

互聯和共享出行領域正在發展，但電動和自動出行領域仍處於起步階段。本地出行公司繼續擴張，但外國公司在某些領域佔據大部分市場份額，例如網約車和需求響應型運輸。與自動駕駛汽車不同，電動汽車的增長潛力很大，預計將為利益相關者提供利用當地自然資源和消費者和企業日益增長的氣候意識的機會。

本報告對顛覆拉丁美洲流動性的初創公司進行了戰略性概述，提供了有關戰略要務、增長驅動力和限制因素、按流動性類型進行的詳細分析等方面的信息。

內容

戰略要務

• 為什麼增長變得越來越困難？
• 戰略要務 8 (TM)
• 三大戰略要務對互聯、共享和電動出行行業的影響
• 增長機會推動增長管道引擎 (TM)

增長機會分析

• 分析範圍
• 要輸入的主要問題
• 細分
• 細分定義
• 主要競爭對手
• 成長指數
• 產品毛利率預測分析：按細分市場和國家/地區分類
• 2022 年拉丁美洲的 C.A.S.E. 趨勢
• 推動增長的因素
• 抑制增長的因素
• 初創企業的定義
• 初創公司調查方法
• 基準標準：定義
• 創業生態系統：破壞價值鏈的 70 多個因素
• 前 3 名互聯和共享出行參與者
• 前 3 名電動汽車參與者
• 每個細分市場的頂級參與者摘要
• 拉丁美洲：農村出行初創公司慢慢獲得資金
• 互聯、共享和電動汽車啟動編號
• 主要發現

互聯移動：遠程信息處理

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：科布利
• 簡介：Azuga（普利司通）

共享出行：傳統汽車共享

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：Awto

共享出行：叫車

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 個人資料：優步
• 簡介：Cabify

共享出行：微移動共享

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：Tembici

共享出行：DRT

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：Swvl

共享出行：MaaS

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：Moovit（英特爾）

電動汽車：電動汽車

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：科拉迪爾

電動汽車：基礎設施

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：GreenV

電動汽車：電動微型汽車

• 基準標準：定義
• Frost & Sullivan 初創企業評級雷達：記分卡
• 簡介：Voltz

增長機會宇宙

• 增長機會一：車聯網公司引入新技術
• 增長機會 2：汽車租賃和共享的上升趨勢
• 增長機會 3：本地生產，本地消費的汽車零部件和基礎設施

下一步

Transformative Mega Trends and Mobility Start-Ups Disrupt the Status Quo and Drive Future Growth Potential

Connected, autonomous, shared, and electric mobility in Latin America are in varying growth stages. Connected and shared mobility segments are growing, while electric and autonomous mobility segments remain nascent. Local mobility companies continue to expand, although foreign companies hold the majority market share in some segments, such as ride-hailing and demand-responsive transit. Unlike autonomous mobility, the growth potential of electric mobility is expected to be robust, presenting stakeholders with opportunities to capitalize on the region's natural resources and growing climate awareness among consumers and businesses.

This Frost & Sullivan study focuses on the connected, shared, and electric mobility segments in Latin America, profiling prominent start-ups that offer various solutions and services supporting the move to alternative and more sustainable means of transport.

Key Issues Addressed:

• What makes up the Latin American connected, shared, and electric mobility start-up ecosystem?

• Which are the prominent start-ups in the Latin American connected, shared, and electric mobility market?

• What is the current state of connected, shared, and electric mobility start-ups in Latin America?

• What are the latest trends in the Latin American connected, shared, and electric mobility market?

• What are the key growth opportunities for connected, shared, and electric mobility start-ups in Latin America?

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 Connected, Shared, and Electric Mobility Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Key Questions Addressed
• Segmentation
• Segmentation-Definitions
• Key Competitors
• Growth Metrics
• Gross Merchandise Value Forecast Analysis by Segment and Country
• Gross Merchandise Value Forecast Analysis by Segment and Country (continued)
• 2022 C.A.S.E. Trends in LATAM
• Growth Drivers
• Growth Restraints
• Start-Up Definition
• The Start-Up Methodology
• Benchmarking Criteria-Definitions
• The Start-Up Ecosystem-More than 70 Disrupting the Value Chain
• Top 3 Connected and Shared Mobility Participants
• Top 3 Electric Mobility Participants
• Overview of Top Participants in Each Segment
• Overview of Top Participants in Each Segment (continued)
• Overview of Top Participants in Each Segment (continued)
• Overview of Top Participants in Each Segment (continued)
• Overview of Top Participants in Each Segment (continued)
• LATAM-Local Mobility Start-Ups Are Slowly Gaining Funds
• Connected, Shared, and Electric Mobility Start-Up Numbers
• Key Findings

Connected Mobility-Telematics

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard (continued)
• Profile-Cobli
• Profile-Cobli (continued)
• Profile-Azuga (Bridgestone)
• Profile-Azuga (Bridgestone) (continued)

Shared Mobility-Traditional Carsharing

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-Awto
• Profile-Awto (continued)

Shared Mobility-Ride-hailing

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard (continued)
• Profile-Uber
• Profile-Uber (continued)
• Profile-Cabify
• Profile-Cabify (continued)

Shared Mobility-Micromobility Sharing

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar: Scorecard
• Profile-Tembici
• Profile-Tembici (continued)

Shared Mobility-DRT

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-Swvl
• Profile-Swvl (continued)

Shared Mobility-MaaS

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-Moovit (Intel)
• Profile: Moovit (Intel) (continued)

Electric Mobility-EV

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-Coradir
• Profile-Coradir (continued)

Electric Mobility-Infrastructure

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-GreenV
• Profile-GreenV (continued)
• Profile-Oasis Group
• Profile-Oasis Group (continued)

Electric Mobility-Electric Micromobility

• Benchmarking Criteria-Definition
• Frost & Sullivan's Start-Up Evaluation Radar-Scorecard
• Profile-Voltz
• Profile-Voltz (continued)

Growth Opportunity Universe

• Growth Opportunity 1-Introduction of New Technologies by Telematics Companies
• Growth Opportunity 1-Introduction of New Technologies by Telematics Companies (continued)
• Growth Opportunity 2-Recognizing Vehicle Renting and Sharing as a Rising Trend
• Growth Opportunity 2-Recognizing Vehicle Renting and Sharing as a Rising Trend (continued)
• Growth Opportunity 3-Local Production of Automotive Parts and Infrastructure
• Growth Opportunity 3-Local Production of Automotive Parts and Infrastructure (continued)

Next Steps

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