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市場調查報告書

利用微型交通價值鏈中的機會

Capitalizing on Micromobility Value Chain Opportunities

出版商 Guidehouse Insights (formerly Navigant Research) 商品編碼 1014540
出版日期 內容資訊 英文 18 Pages; 8 Tables, Charts & Figures
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利用微型交通價值鏈中的機會 Capitalizing on Micromobility Value Chain Opportunities
出版日期: 2021年06月14日內容資訊: 英文 18 Pages; 8 Tables, Charts & Figures
簡介

2020 年,個人微型交通工具的銷量以前所未有的速度增長。消費者繼續表現出對清潔交通的強烈需求,即使是低成本和物理距離。隨著共享輕型電動汽車在紐約和英國等以前不情願的市場推出,共享微型移動服務已經恢復了其低迷的服務。此外,電池更換等新技術創新正在加速微型移動市場的增長,包括更低的初始購買價格和更短的充電時間。

微型交通的潛力不僅限於製造和提供汽車銷售服務。例如,開發公共充電基礎設施、電池更換設備和服務,以及小型電動汽車的對接、充電和再分配解決方案。新的 MaaS(移動即服務)平台解決方案也在開發中,以更好地將共享微移動與公共交通生態系統相結合。

本報告調查了微型交通,並重點關注利用價值鏈中的機會。它提供了有關由於 COVID-19 和技術進步而導致的微型移動產品需求、整個微型移動價值鏈中的商機的信息,以及為微型移動行業的公司利用市場增長提供的實用建議。

目錄

簡介

背景

建議

由於 COVID-19 和技術進步,對微型移動產品的需求不斷增加

  • 公共交通崩潰和對物理距離的擔憂刺激了微型交通市場
  • 技術進步帶來的微移動性增長
    • 電池互換成為主要的增長推動因素
  • 快速擴張的供應商生態系統

整個微型交通價值鏈都在創造重大商機

  • 製造小型電動汽車、充電基礎設施設備和服務的機會
  • 電池更換設備和服務收入是一個不斷增長的市場
  • 停靠、充電和重新分配共享微移動性的車輛
  • 將微型交通融入公共交通生態系統

Guidehouse Insights 建議

  • 成立專門從事電子微移動的部門並加強收購活動
  • Micromobility 產品專注於中國、印度、東南亞和歐洲
  • 微移動共享服務提供商使用新技術來提高盈利能力和客戶體驗
  • 賺取經常性收入和硬件
  • 目標車隊和 B2B 市場
目錄
Product Code: SI-MVCO-21

In 2020, personal micromobility vehicle sales grew at unprecedented levels. Consumers continue to show strong demand for low cost, physically distanced, and clean transport options. Shared micromobility services have had a resurgence from lockdown lows, with historically resistant markets such as New York City and the UK deploying shared light EVs. Additionally, emerging technology innovations such as battery swapping are enabling faster micromobility market growth through reduced upfront purchase prices and quicker recharging times.

The opportunity space in micromobility is far broader than just manufacturing vehicles and the services for distributing them. Additional revenue potential is available to suppliers across several areas, including development of public charging infrastructure, battery swapping equipment and services, and solutions for docking, charging, and redistributing light EVs. New mobility as a service (MaaS) platform solutions are also being developed to better integrate shared micromobility with the public transport ecosystem.

This ‘Guidehouse Insights report’ discusses how COVID-19 and technology advances are increasing demand for micromobility products and the resulting business opportunities emerging across the micromobility value chain. Guidehouse Insights provides actionable recommendations for micromobility industry players to capitalize on the dynamic and growing market.

KEY QUESTIONS ADDRESSED:

  • What are the key emerging business opportunities in the micromobility industry and which opportunities offer the strongest potential?
  • Who are the key players in the micromobility supplier ecosystem and where are they positioned in the value chain?
  • How are COVID-19 and technology advances enabling micromobility growth?
  • How big is the revenue opportunity for personal and shared micromobility over the next 10 years?
  • What should micromobility industry players do to capitalize on the growing market?
  • Which market segments and countries offer the most opportunity for growth?

WHO NEEDS THIS REPORT:

  • Personal micromobility manufacturers and suppliers
  • Shared micromobility platform providers
  • Battery swapping and wireless charging suppliers
  • Micromobility technology solutions providers
  • Automotive and motorcycle manufacturers
  • Mobility as a service providers
  • Investor community

Table of Contents

Spark

Context

Recommendations

COVID-19 and Technology Advancements Are Increasing Demand for Micromobility Products

  • Collapse in Public Transit and Physical Distancing Concerns Spur Micromobility Markets
  • Technology Advances Enable Micromobility Growth
    • Battery Swapping Emerging as Key Growth Accelerator
  • Supplier Ecosystem Expanding Rapidly

Major Business Opportunities Are Emerging Across the Micromobility Value Chain

  • Opportunities Exist in Manufacturing Light EVs, Charging Infrastructure Equipment, and Services
  • Battery Swapping Equipment and Service Revenue Are a Growing Market
  • Docking, Charging, and Redistributing Shared Micromobility Vehicles
  • Integrating Micromobility into Public Transport Ecosystem

What Does Guidehouse Insights Recommend?

  • Develop Separate Divisions for e-Micromobility and Increase Acquisition Activity
  • Focus Micromobility Products in China, India, Southeast Asia, and Europe
  • Micromobility Sharing Service Operators Use Emerging Technologies to Improve Profitability and Customer Experience
  • Look Beyond Hardware to Access Recurring Revenue Opportunities
  • Target Fleets and B2B Markets

LIST OF CHARTS AND FIGURES:

  • Annual Personal Micromobility Sales Revenue by Technology, World Markets: 2021-2030
  • Installed Base of Shared Micromobility Vehicles by Technology, World Markets: 2021-2030
  • Installed Base of Light EV Battery Swap Stations by Region, World Markets: 2021-2030
  • Micromobility Supplier Ecosystem
  • Micromobility Business Opportunity Heatmap
  • KUHMUTE Micromobility Smart Charging Hub
  • DUCKT Charging Docks in Paris, France

LIST OF TABLES:

  • Automotive and Motorcycle Manufacturer Micromobility Activity and Product Descriptions