2024-2030年东南亚和印度的摩托车计程车市场展望

更严格的监管、电气化和平台创新将推动摩托车计程车平台实现变革性成长

东南亚的摩托车计程车生态系统正经历变革时期，其驱动因素包括监管变化、电气化、数位平台的扩张以及驾驶员行为的改变。本研究对印度、印尼、越南、泰国和菲律宾这五个主要国家的摩托车计程车市场进行了全面且前瞻性的分析。

在这些两轮车拥有量普遍且交通拥堵司空见惯的国家，摩托车出租车正成为一种高度本地化、经济实惠且灵活的出行解决方案，尤其适合短途通勤、最后一公里出行和城郊交通。本研究为包括旅游营运商、原始设备製造商、监管机构、投资者和生态系统推动者在内的相关人员提供了一份数据支援的策略蓝图，以帮助他们应对2025年至2030年东南亚摩托车计程车市场的发展。

主导市场的关键趋势

1. 摩托车计程车车队的电气化：在燃油价格上涨、政府电动车奖励和城市空气品质目标的推动下，电气化正在重塑印度、越南和印尼的车辆总拥有成本和平台盈利。

2. 监管发展和试点许可：菲律宾、印度和越南政府正在透过试验计画、许可框架和城市级营运指南来发展该产业，为公私合作和交通一体化打开大门。

3. 安全、保险和乘客信任机制：强制佩戴头盔、司机背景调查、应用内 SOS 和意外保险等安全规定正成为平台合规性和乘客获取策略的核心，尤其是在印度和越南。

4. 零工经济整合与多重应用行为：随着零工人员在配送和运输应用程式之间切换，驾驶忠诚度正在下降。提供金融服务、多模态收入来源和电动车使用权的平台更有可能留住高价值驾驶者。

5. 向二线城市和郊区扩张：随着大都市逐渐饱和，业者正在向交通网络有限、对低成本个人出行需求高的欠发达地区扩张。

目录

调查范围

• 分析范围
• 分割
• 东南亚摩托车计程车市场结构

成长环境：摩托车计程车市场的转型

• 为什么成长变得越来越难？
• The Strategic Imperative 8（TM）
• 三大策略要务对摩托车计程车产业的影响

自行车计程车市场生态系统

• 竞争环境
• 主要竞争对手

摩托车出租车市场成长引擎

• 成长指标
• 成长驱动因素
• 成长抑制因素
• 预测考量
• 收入和车队规模预测
• 各国收入预测
• 收入预测分析
• 各国舰队规模预测
• 价格趋势和预测分析
• 零工人员用二轮车做什么？
• 为什么摩托车出租车是都市区旅行的最佳方式
• 二轮车机动化程度与人均GDP
• 公共运输便利程度对摩托车计程车渗透率的影响
• 城市交通关键指标中摩托车计程车的基准测试
• 二轮车市场的货币化率是多少？
• 摩托车计程车电动化趋势
• 摩托车计程车安全趋势
• 各国法规

印度摩托车出租车市场的成长动力

• 成长指标
• 收入和车队规模预测
• 预测分析
• 竞争基准化分析
• 经营模式比较
• 印度摩托车计程车法规时间线
• 印度摩托车计程车市场电气化面临的挑战与倡议
• 安全：印度摩托车计程车市场的挑战与解决方案
• Rapido：印度摩托车出租车市场变革案例研究

印尼摩托车计程车市场的成长驱动因素

• 成长指标
• 收入和车队规模预测
• 预测分析
• 竞争基准化分析
• 经营模式比较
• 印尼摩托车计程车法规时间线
• 印尼摩托车计程车市场电气化：挑战与倡议
• 安全：印尼摩托车计程车市场的挑战与解决方案
• Gojek：印尼摩托车计程车市场变革案例研究

泰国摩托车计程车市场的成长引擎

• 成长指标
• 收入和车队规模预测
• 预测分析
• 竞争基准化分析
• 经营模式比较
• 泰国摩托车计程车法规时间表
• 泰国摩托车计程车市场电气化：挑战与倡议
• 安全：泰国摩托车计程车市场的挑战与解决方案
• GrabBike：泰国摩托车计程车市场变革案例研究

越南摩托车计程车市场的成长引擎

• 成长指标
• 收入和车队规模预测
• 预测分析
• 竞争基准化分析
• 经营模式比较
• 越南摩托车计程车法规时间线
• 越南摩托车计程车市场电气化：挑战与倡议
• 安全：越南摩托车计程车市场的挑战与解决方案
• Be Bike：越南如何革新摩托车计程车市场案例研究

菲律宾摩托车出租车市场的成长驱动因素

• 成长指标
• 收入和车队规模预测
• 预测分析
• 竞争基准化分析
• 经营模式比较
• 菲律宾摩托车计程车法规时间线
• 菲律宾摩托车计程车市场电气化面临的挑战与倡议
• 菲律宾摩托车出租车市场的安全挑战与解决方案
• Angkas：案例研究

摩托车出租车市场的成长机会领域

• 成长机会1：二轮车车队的电气化
• 成长机会二：拓展二线城市与郊区市场
• 成长机会3：零工经济的货币化
• 成长机会 4：监理发展

附录与后续步骤

• 成长机会带来的益处和影响
• 下一步
• 材料清单
• 免责声明

Bike Taxi Platforms are Experiencing Transformational Growth due to Regulatory Momentum, Electrification, and Platform Innovation

The bike taxi ecosystem across Southeast Asia is undergoing transformational change, shaped by a convergence of regulatory formalization, electrification, digital platform scaling, and evolving driver behavior. This study offers a comprehensive and forward-looking analysis of the bike taxi market across 5 key countries-India, Indonesia, Vietnam, Thailand, and the Philippines-each at varying stages of market maturity, regulatory readiness, and platform adoption.

With widespread 2-wheeler ownership and a congestion endemic across these countries, bike taxis have emerged as a hyperlocal, affordable, and agile mobility solution, especially for short commutes, first-/last-mile travel, and peri-urban access. This study equips stakeholders, including mobility operators, OEMs, regulators, investors, and ecosystem enablers, with a data-backed, strategic roadmap to navigate Southeast Asia's evolving bike taxi market between 2025 and 2030.

This study provides a multi-dimensional view of the bike taxi market across the 5 countries mentioned above, with 2024 as the base year and forecasts extending to 2030. For each market, the study includes:

• Market definition and business model segmentation
• Fleet and revenue market sizing (2024-2030)
• Detailed breakdowns of current and projected fleet sizes, annual gross market revenue, and CAGR analysis by country
• Top 3 strategic trends in each country, each explored through: oWhat the trend is about oWhy the trend is emerging (policy, demand, cost shifts) oImplications for stakeholders (platforms, drivers, regulators)
• Comparative competitive landscape
• Business model comparison
• Profiles of leading operators such as Rapido, Angkas, Grab, Gojek, and Be, with benchmarking on USP, revenue models, partnerships, electrification strategy, and expansion footprint.

Key Trends Governing the Market

1.Electrification of bike raxi fleets: This is driven by rising fuel prices, government EV incentives, and urban air quality goals. Electrification is reshaping vehicle TCO and platform profitability across India, Vietnam, and Indonesia.

2.Regulatory formalization and pilot licensing: Governments in the Philippines, India, and Vietnam are formalizing the sector through pilot programs, licensing frameworks, and city-level operational guidelines, opening doors for public-private collaboration and modal integration.

3.Safety, insurance, and rider trust mechanisms: Safety mandates such as compulsory helmets, driver background checks, in-app SOS, and accident insurance are becoming central to platform compliance and rider acquisition strategies, particularly in India and Vietnam.

4.Gig economy consolidation and multi-app behavior: Driver loyalty is diminishing as gig workers switch between delivery and transport apps. Platforms that offer financial services, multi-modal income streams, and EV access will retain high-value drivers.

5.Expansion into tier II cities and peri-urban zones: With metro saturation, operators are moving into underserved areas with limited transit coverage and high demand for low-cost personal mobility.

Research Scope

• Role of bike taxis in urban mobility, employment generation, and emissions impact
• Fleet and revenue Forecasts by country and regional market share
• Operator benchmarking and differentiation through USPs, partnerships, pricing, and electrification strategy
• Regulatory and infrastructure landscape, including licensing norms, government pilots, and EV charging/swapping ecosystem
• Strategic growth opportunities across electrification, safety, and regulatory collaboration

This study delivers actionable foresight for platform operators, OEMs, regulators, and investors seeking to capture value in Southeast Asia's fragmented but fast-formalizing bike taxi economy. It not only provides forecasts but also strategic clarity on where to play, how to win, and what to watch across the next 5 years.

Revenue and Fleet Size Forecast

Motor Bike Taxis: Revenue and Fleet Size Forecast, Southeast Asia and India, 2024-2030

Revenue CAGR = 11.5%

Fleet Size CAGR = 6.7%

Scope of Analysis

• This study provides a comprehensive analysis of the motorbike taxi market across 5 key Asian countries-India, Philippines, Thailand, Vietnam, and Indonesia-with a focus on market evolution, regulatory developments, and urban mobility impact.
• Countries excluded from this study include Malaysia, China, South Korea, and Japan due to a lack of bike taxi penetration.
• The analysis is rooted in recent market trends, primary research (where available), and comparative insights from global benchmarks.
• In this study, the term 'motorbike taxi' refers to 2-wheeled, app-based, or street-hail commercial passenger mobility services, where a pillion passenger is transported on a motorbike for a fare. The study uses 'motorbike taxi' and 'bike taxi' interchangeably.
• Revenue is estimated at the operator/aggregator level, excluding taxes but including commissions earned per ride.
• All prices are reported in the US dollar and local currencies' equivalents, using 2024 exchange rates and industry-standard fare slabs.

Segmentation:Motorbike Taxi Business Model

Franchise/Hybrid

• The aggregator model is the most dominant and scalable.
• GrabBike, Gojek, Rapido, and Angkas act as technology platforms that connect freelance bike taxi drivers with passengers through a mobile app.
• The operators do not own the vehicles; instead, they earn revenue by charging a commission on each ride or taking a subscription fee from the drivers.

Aggregator-led Model

• In the captive fleet model, the rider does not own the motorcycles but rather works for a fixed salary or hourly wages.
• This model gives companies greater control over vehicle branding, safety standards, and rider training.
• It is ideal for niche segments, such as women-only fleets and EV-only fleets.

Captive Fleet Model

• The unorganized model refers to bike taxi services that operate without any digital platform or centralized coordination.
• These services are often found near transport hubs, markets, and busy intersections, where drivers offer rides to passengers through verbal negotiation or fixed local fares.
• This model is present in Bangkok (Thailand) among motor taxis.

Unorganized Market

• The franchise or hybrid model combines elements of both aggregator and captive fleet systems.
• Individual entrepreneurs or local operators purchase the right to operate under a larger brand's license.
• These franchisees may own the bikes or oversee a fleet of riders, while the central platform provides branding, technology infrastructure, customer support, and, sometimes, driver training.

The Impact of the Top 3 Strategic Imperatives on the Motorbike Taxi Industry

Innovative Business Model

• Why
• The bike taxi industry thrives on affordability, asset-light scaling, and gig workforce flexibility.
• As competition increases and regulations evolve, traditional commission-based models are under pressure.
• Operators must differentiate through value-added services, fleet monetization (e.g., advertising, subscriptions), and bundled offerings (e.g., delivery + passenger transport).
• Frost Perspective
• The industry will witness a shift from single-revenue, ride-based models to multi-layered monetization strategies, including
• White-labeled fleet leasing to gig workers
• Last-mile logistics integrations
• Digital insurance/financing as add-ons

Customer Value Chain Compression

Why

• Bike taxi operators operate in a market where speed, simplicity, and savings are paramount.
• Traditional commuting often involves 3-4 disconnected touchpoints (walk, wait, ride, connect), especially in cities with poor multimodal integration.
• Rapido, Gojek, and Grab are some platforms compressing this journey by offering instant, doorstep, single-app access to transport, payment, and communication.

Frost Perspective

• Bike taxi services will evolve into integrated mobility microplatforms, offering seamless intermodal trip planning (bike taxi ? metro ? shared shuttle).
• The compression of the customer journey will be critical in Asia where fragmented mobility remains the most significant bottleneck for mass transit adoption.

Transformative Megatrends

Why

• Megatrends such as urbanization, youth employment shifts, EV adoption, and digital inclusivity are redefining transport demand in Asia.
• The rise of the gig economy, low vehicle ownership among the youth, and the increasing need for fast, affordable commuting have positioned bike taxis as an urban essential rather than an optional convenience.

Frost Perspective

• Bike taxis will evolve from an alternative to a policy-aligned, megatrend-powered pillar of urban mobility ecosystems.
• Fleet electrification can reduce cost per km and emissions.
• Partnerships with governments will integrate bike taxis in smart cities and mobility-as-a-service (MaaS) platforms.

Key Competitors

India

• OLA
• UBER
• RAPIDO
• INDRIVE

Indonesia

• GRAB
• GOJEK
• MAXIM
• ANTERIN

Thailand

• GRAB
• BOLT
• ROBINHOOD
• LINE MAN

Vietnam

• BE BIKE
• XANH SM
• GRAB
• GOJEK
• FASTGO
• DING DONG

Philippines

• ANGKAS
• JOYRIDe
• MOVEIT
• PARA XPRESS
• MAXIM
• GRAB BIK

Competitive Environment

Number of Competitors

• 15+, with a revenue greater than $1.0 million

Competitive Factors

• Cost, technology maturity, rider safety, regulatory conditions, driver loyalty, pricing models

Key End-user Industry Verticals

• First- and last-mile commuters, low-income workers, students, tourists, corporate mobility

Leading Competitors

• Grab, Gojek, Rapido

Revenue Share of Top 3 Competitors (2024)

• > 65%

Other Notable Competitors

• Be Bike, Uber, Bolt, Angkas

Distribution Structure

• App-based bookings

Growth Drivers

Motorbike Taxis: Growth Drivers, Southeast Asia and India, 2024-2030

• Rising Urban Congestion and Last-mile Gaps: Jakarta, Manila, Bengaluru, and Bangkok are examples of cities choking with traffic; as a result, commuters are seeking faster, low-cost mobility alternatives. Bike taxis offer a nimble, time-saving option.
• Mass Smartphone Penetration and App Ecosystem: 85%+ smartphone penetration across the region enables seamless onboarding of customers and drivers through digital platforms.
• Youth Employment and Gig Work Preference: The rising youth unemployment in Southeast Asia is creating a large, flexible, big-ready workforce ready to ride for income.
• Regulatory Recognition of Bike Taxis: The formalization of bike taxis through government permits (e.g., Movelt in the Philippines) legitimizes the industry, encouraging investor and user confidence.
• Electrification and Battery Swapping Ecosystems: With Ola, Grab, and Gojek, as well as start-ups, investing in eBikes, EV adoption will slash fuel costs and unlock sustainable margins.
• Public Transit Integration (MaaS partnerships): Governments are pushing integrated urban mobility-bike taxis will become official first-/last-mile connectors (e.g., MRT, BRT feeder).

Growth Restraints

• Lack of Affordable EV Bike Supply
• Regulatory Uncertainty and City-level Bans
• Opposition from Traditional Transport Unions
• Safety and Non-compliance with Helmet Regulations
• Fragmented Urban Transport Planning

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation
• Motorbike Taxi Market Structure in Southeast Asia

Growth Environment: Transformation in the Motorbike Taxi Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Motorbike Taxi Industry

Ecosystem in the Motorbike Taxi Market

• Competitive Environment
• Key Competitors

Growth Generator in the Motorbike Taxi Market

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue and Fleet Size Forecast
• Revenue Forecast by Country
• Revenue Forecast Analysis
• Fleet Size Forecast by Country
• Pricing Trends and Forecast Analysis
• What do Gig Workers Use 2-Wheelers for?
• Why Bike Taxis are Ideal for Urban Mobility
• 2-Wheeler Motorization Versus GDP per Capita
• How Transit Access Shapes Bike Taxi Adoption
• Benchmarking Bike Taxis Across Key Urban Mobility Metrics
• How much of the 2-Wheeler Market is Monetized?
• Electrification Trends in Bike Taxi Fleets
• Safety Trends in Bike Taxi Fleets
• Regulations across Countries

Growth Generator in the Indian Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in India
• Electrification: Challenges and Initiatives in India's Bike Taxi Market
• Safety: Challenges and Initiatives in India's Bike Taxi Market
• Rapido: A Case Study in Revolutionizing India's Bike Taxi Market

Growth Generator in the Indonesian Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Indonesia
• Electrification: Challenges and Initiatives in Indonesia's Bike Taxi Market
• Safety First: Transforming Indonesia's Motorcycle Taxi Ecosystem
• Gojek: A Case Study in Revolutionizing Indonesia's Bike Taxi Market

Growth Generator in the Thai Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Thailand
• Electrification: Challenges and Initiatives in Thailand's Bike Taxi Market
• Safety First: Transforming Thailand's Motorcycle Taxi Ecosystem
• GrabBike: Transforming Thailand's Motorcycle Taxi Market

Growth Generator in the Vietnamese Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Vietnam
• Electrification: Challenges and Initiatives in Vietnam's Bike Taxi Market
• Safety First: Transforming Vietnam's Motorcycle Taxi Ecosystem
• Be Bike: A Case Study in Revolutionizing Vietnam's Bike Taxi Market

Growth Generator in the Philippines Motor Bike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in the Philippines
• Electrification: Challenges and Initiatives in the Philippines' Bike Taxi Market
• Safety First: Transforming the Philippines' Motorcycle Taxi Ecosystem
• Angkas: Pioneering the Motorcycle Taxi Revolution in the Philippines

Growth Opportunity Universe in the Motorbike Taxi Market

• Growth Opportunity 1: Electrification of 2-Wheeler Fleets
• Growth Opportunity 2: Tier II and Peri-Urban Markets' Expansion
• Growth Opportunity 3: Gig Economy Monetization
• Growth Opportunity 4: Regulatory Formalization

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer