全球流动性份额：颠覆性初创企业的战略概述（2022 年）

鑑于 COVID-19 大流行导致的市场变化，到 2021 年，移动共享市场机会将约为 3369 亿美元，预计到 2030 年将超过 9945 亿美元。移动共享的新兴市场绝大多数是欧洲，超过 50% 的初创公司总部位于欧盟五个主要国家。

移动共享市场受到 2020 年大流行的重创，但运营商正在迅速重建其业务模式并变得更加强大。所有细分市场都显示出复苏，但需求响应交通 (DRT) 和微型交通是过去两年增长最快的两个细分市场。

在本报告中，我们调查了全球流动性份额，重点关注初创公司，并发布了每个领域 3-4 家公司的概况，总共超过 25 家公司。每个公司简介都涵盖概述、产品供应、独特的价值主张、可持续发展计划、增长战略、显着成就、资金细节等。

内容

战略要务

执行摘要

• 调查范围
• 市场细分和定义
• 共享出行市场的主要竞争对手
• 增长指标
• 预测假设
• 共享出行的总市场价值预测
• 按细分市场预测商品总价值
• 按地区划分的 GMV 预测
• 按细分市场和地区划分的 GMV 预测分析
• 增长驱动力
• 抑制增长的因素
• 启动定义
• 创业研究方法
• 基准标准定义的第 1 步
• 基准标准定义的第 2 步
• Mobility Share Startup - 基准概览
• 初创公司生态系统 - 超过 800 家初创公司正在颠覆价值链
• 2022 年按细分市场划分的三大市场份额
• 每个细分市场的主要市场参与者概览
• 投资初创公司的主要参与者
• 最近获得资助的初创公司
• 按地区划分的共享出行初创公司
• 亚洲正在成为全球创业投资目的地
• 按出行份额细分的初创公司
• 主要结论和发现

创业 - 传统汽车共享

• 基准标准定义的第 1 步
• 建议列表练习
• Frost & Sullivan 候选公司的标准
• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• Free2Move 个人资料
• Miles Mobility 个人资料
• Zoomcar 个人资料
• ekar 的个人资料

创业——P2P汽车共享

• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• 解决方案
• 图罗简介
• Hiyacar 个人资料
• HoppyGo 个人资料

启动 - 叫车服务

• 基准标准定义的第 1 步
• 建议列表练习
• Frost & Sullivan 候选公司的标准
• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• 滴滴简介
• 优步个人资料
• 获取个人资料

启动 - 需求响应运输 (DRT)

• 基准标准定义的第 1 步
• 建议列表练习
• Frost & Sullivan 候选公司的标准
• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• 通过个人资料
• Swvl 配置文件
• Zeelo（一家 Swvl 公司）简介
• Liftango 个人资料
• 特警机动配置文件

初创公司 - 微移动共享

• 基准标准定义的第 1 步
• 建议列表练习
• Frost & Sullivan 候选公司的标准
• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• Tier Mobility Profile
• 石灰型材
• 鸟类资料

启动 - 移动即服务 (MaaS)

• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• Skedgo 个人资料
• Cityway 简介
• 心血来潮的个人资料
• HACON-A 西门子公司简介

启动 - 自动穿梭

• 基准标准定义的第 1 步
• 建议列表练习
• Frost & Sullivan 候选公司的标准
• 基准标准定义的第 2 步
• Frost & Sullivan 初创公司评级雷达 - 记分卡
• EasyMile 个人资料
• 海军简介
• 明智的 4 个人资料
• 哔声配置文件

增长机会宇宙

• 增长机会 1 - 由于工作方式的变化，关注综合出行
• 增长机会 2 - 合作伙伴关係、业务模式多样化、支持移动市场份额增长的新技术
• 增长机会 3 - 专注于未来移动性的集成和自主技术能力

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