颠覆流动性的初创公司战略概述：2022 年拉丁美洲市场

互联和共享出行领域正在发展，但电动和自动出行领域仍处于起步阶段。本地出行公司继续扩张，但外国公司在某些领域占据大部分市场份额，例如网约车和需求响应型运输。与自动驾驶汽车不同，电动汽车的增长潜力很大，预计将为利益相关者提供利用当地自然资源和消费者和企业日益增长的气候意识的机会。

本报告对颠覆拉丁美洲流动性的初创公司进行了战略性概述，提供了有关战略要务、增长驱动力和限制因素、按流动性类型进行的详细分析等方面的信息。

内容

战略要务

• 为什么增长变得越来越困难？
• 战略要务 8 (TM)
• 三大战略要务对互联、共享和电动出行行业的影响
• 增长机会推动增长管道引擎 (TM)

增长机会分析

• 分析范围
• 要输入的主要问题
• 细分
• 细分定义
• 主要竞争对手
• 成长指数
• 产品毛利率预测分析：按细分市场和国家/地区分类
• 2022 年拉丁美洲的 C.A.S.E. 趋势
• 推动增长的因素
• 抑制增长的因素
• 初创企业的定义
• 初创公司调查方法
• 基准标准：定义
• 创业生态系统：破坏价值链的 70 多个因素
• 前 3 名互联和共享出行参与者
• 前 3 名电动汽车参与者
• 每个细分市场的顶级参与者摘要
• 拉丁美洲：农村出行初创公司慢慢获得资金
• 互联、共享和电动汽车启动编号
• 主要发现

互联移动：远程信息处理

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：科布利
• 简介：Azuga（普利司通）

共享出行：传统汽车共享

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：Awto

共享出行：叫车

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 个人资料：优步
• 简介：Cabify

共享出行：微移动共享

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：Tembici

共享出行：DRT

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：Swvl

共享出行：MaaS

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：Moovit（英特尔）

电动汽车：电动汽车

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：科拉迪尔

电动汽车：基础设施

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：GreenV

电动汽车：电动微型汽车

• 基准标准：定义
• Frost & Sullivan 初创企业评级雷达：记分卡
• 简介：Voltz

增长机会宇宙

• 增长机会一：车联网公司引入新技术
• 增长机会 2：汽车租赁和共享的上升趋势
• 增长机会 3：本地生产，本地消费的汽车零部件和基础设施

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