共享移動性:各主題調查

本報告提供共享移動性的相關調查，技術概要與趨勢，法規趨勢與競爭分析，價值鏈，及主要企業等相關資訊彙整。

企業

技術概況

• 汽車共享和召車為何作為移動性服務登場？
• 共享移動性的促進因素是什麼？
• 怎樣定義共享移動性？
• 汽車共享
• 召車
• 汽車共乘

趨勢

• 技術趨勢
• 宏觀經濟趨勢
• 法規趨勢

產業分析

• 市場規模、成長預測
• 競爭分析
• M&A
• 時間軸

價值鏈

企業

汽車部門的計分卡

用語

附錄:各主題調查手法

More than $48bn worth of mergers, acquisitions and investments in the shared mobility sector have been tracked from the start of 2016 to the end of 2018. These historic levels of investment are a clear indication of the significant impact shared mobility will have on the transport sector. Shared mobility is a catch-all term for transport services where the means of getting around is shared between multiple users. This includes ride hailing companies such as Uber or Didi Chuxing, car sharing providers such as ShareNow, and carpooling services such as BlaBlaCar.

Consumers are becoming ever more comfortable with the concept of having access to a shared product without the financial burden of private ownership. There is a momentum towards these services, whether that is shared cars that can be rented for a few hours or a network of autonomous taxis that can be summoned to your door via a smartphone app.

If predicted use levels are realised, shared mobility services could lead to a drop in private vehicle ownership as consumers ditch the cost of keeping a vehicle in favour of only paying for mobility when they need it. Those that keep their private vehicles can offset the cost of ownership by exploiting new peer-to-peer sharing services to lend their cars out to other users when they're not needed.

Companies in the auto sector need to decide what role they will play when shared mobility begins to challenge private vehicle ownership. Considering the high financial and technological barriers to breaking into shared mobility, many automotive firms will engage in partnerships with established companies in the field before financing their own products and services.

The latest report "Shared Mobility - Thematic Research", reveals that, if development of shared mobility networks continues at its current rate, self-driving robotaxis will become a commonplace transportation option by 2035. The report tracks the biggest financial deals in the shared mobility theme and details the activities of 15 of the most significant companies in the field.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine". About our Thematic Research Ecosystem -

• GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData's "thematic engine" help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to buy

• Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
• Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Table of Contents

• PLAYERS
• TECHNOLOGY BRIEFING
• Why have car sharing and ride hailing emerged as mobility services?
• What's driving shared mobility?
• How do we define shared mobility?
• Car sharing
• Ride hailing
• Carpooling
• TRENDS
• Technology trends
• Macroeconomic trends
• Regulatory trends
• INDUSTRY ANALYSIS
• Market size and growth forecasts
• Competitive analysis
• Mergers and acquisitions
• Timeline
• VALUE CHAIN
• COMPANIES
• AUTOMOTIVE SECTOR SCORECARD
• Who's who in the automotive sector
• Thematic screen
• Valuation screen
• Risk Screen
• GLOSSARY
• APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY