印度共享出行发展机会（2024-2035）

自行车计程车和自行车共享推动变革性成长

受城市化都市化加快、政策导向、数位化生态系统发展以及消费者对经济永续交通途径日益增长的需求等因素驱动，印度的城市交通格局正经历着翻天覆地的变化。本研究对印度共用旅游市场进行了全面且前瞻性的分析，为相关人员在日益动态和竞争激烈的环境中寻求发展提供了数据驱动的基础。随着不同收入群体和城市规模的出行需求日益多样化，本研究对于原始设备製造商 (OEM)、出行运营商、投资者和公共部门相关人员在应对高成长但又复杂的环境时至关重要。

该研究涵盖印度主要城市的六大核心共用出行细分市场：叫车、摩托车出租车、人力车共享、汽车共享、自行车共享和按需响应式交通（DRT）。分析週期为2024年至2035年，以2024年为基准年，提供详细的市场规模与预测。针对每个细分市场，研究涵盖以下内容：

• ・经营模式的分类与定义
• 车辆尺寸和收入市场规模分析（2024-2035 年）（包括年复合成长率和年成长速度的年度趋势）
• 针对每种交通途径的三大关键策略趋势（每个趋势包括：趋势背景、对相关人员的影响、城市/营运商案例研究、整体市场影响以及主要营运商的竞争分析）

分析范围

该研究评估了印度共用旅游市场在特定预测期内的成长潜力。

• 它重点关注叫车、汽车共享、摩托车出租车、自行车共享、人力车共享和按需交通 (DRT) 等关键市场领域。
• 本研究全面概述了印度共用出行的现状，并预测了未来几年市场的发展趋势，同时考虑了各种市场动态。
• 它还检验了影响成长的宏观经济因素、市场参与企业面临的主要营运挑战以及改进的实用策略。
• 针对每个已确定的细分市场，研究对以下几个方面进行了详细分析：
• 塑造共用出行未来的关键市场趋势
• 预测期内运作车辆的预计数量和总市场价值（GMV）
• 各细分市场的监管环境、竞争动态与演变
• 对汽车製造商、城市负责人、基础设施提供者和创投家等相关人员的影响

三大战略挑战对印度共用出行产业的影响

创新经营模式

原因：

• 诸如出行即服务 (MaaS)、电池即服务 (BaaS) 的电动出行、共用出行和微出行、车辆订阅服务以及新兴的自动驾驶技术等创新出行经营模式正在重塑印度的交通运输格局。这些模式可望改善城市连通性，减少交通拥堵和排放气体，降低车辆使用成本，并协助印度实现净零排放目标。

弗罗斯特的观点：

• 在印度，共用旅游在解决最后一公里交通连接问题、减少排放和降低城市出行成本方面发挥关键作用。
• 电动车和共用出行的整合正在加速，尤其是在配送和通勤领域，但仍有挑战，包括单位经济效益、监管清晰度、车辆供应和驾驶员留任。

颠覆性技术

背景：

• 从推动电动车普及的电池创新，到人工智慧驱动的叫车服务，再到物联网赋能的预测性维护，这些技术正在建构更智慧、更清洁、更互联的交通系统。它们有助于减少排放、提昇道路安全、优化交通流量并实现个人化使用者体验。然而，这些技术也带来了挑战，包括对现有法规结构的挑战、巨额投资需求，以及如果未能全面实施，可能会加剧数位落差。

弗罗斯特的观点：

• 技术创新正在使印度的共享出行更有效率、便利性和扩充性。
• 即时 GPS 追踪、人工智慧驱动的路线优化、基于物联网的车辆监控和预测性维护可提高可靠性并减少停机时间。
• 行动应用程式、数位支付和本地语言介面正在提高可访问性和便利性，尤其对于不同的用户群体而言。

产业融合

背景：

• 这种整合正在加速向共用、电动式和数位化出行方式的转型，推动大规模创新，并创建一个提供无缝用户体验的整合生态系统，但同时也带来了复杂的挑战，例如监管重迭、数据互通性、网路安全风险以及跨部门政策协调的需要。

弗罗斯特的观点：

• 随着产业和技术的成熟，我们将看到各相关人员之间加强合作，以最大限度地发挥各自的能力。
• 传统汽车製造商正与科技公司合作开发联网汽车解决方案，能源公司正投资电动车充电网络，金融科技Start-Ups正推动创新的汽车金融和保险模式，通讯业者正推广物联网赋能的出行服务。

成长驱动因素

• 都市区拥堵和燃油成本上涨
• 扩展到二线和三线城市
• 政府专项多模态与绿色出行推广
• 智慧型手机的普及和基于应用程式的无障碍访问
• 千禧世代和Z世代的偏好正在改变。
• 将智慧城市基础设施与公共交通连结起来

成长限制因素

• 都市计画与整合面临的挑战
• 都市市场饱和
• 监管障碍和政策模糊性
• 技术和基础设施方面的限制
• 故意破坏和滥用共用财产
• 车辆电气化面临的挑战

主要竞争对手

• 叫车
  • Ola
  • Uber
  • BluSmart
  • Rapido
• 汽车共享
  • Myles
  • Revv
  • Zoomcar
  • Bike Taxi
  • Ola
  • Uber
  • Rapido
• 共享单车
  • Yulu
  • Mybyk
  • Smart Bike
  • Chartered Bike
  • Trin Trin
• 人力车共享
  • Rapido
  • Ola
  • Uber
• DRT
  • Chalo
  • Cityflo
  • Easy Commute

竞争环境

• 竞争对手数量
  • 15家以上公司（销售额超过100万美元）
• 竞争因素
  • 成本、技术成熟度、安全性、法规环境、驾驶忠诚度、定价模式
• 主要终端用户产业
  • 出行首末段、通勤者、学生、游客、企业出游、休閒旅游
• 主要竞争对手
  • Ola、Uber、Rapido
• 其他值得关注的竞争对手
  • Yulu、Chalo、Zoomcars
• 流通结构
  • 基于应用程式的预订
• 重大併购
  • Uber已与ONDC于2023年建立合作关係。

目录

调查范围

• 分析范围
• 市场区隔

成长环境：印度共享出行市场的转型

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对印度共享旅游产业的影响

印度的共享旅游生态系统

• 宏观经济因素及其对共享出行的影响
• 汽车使用率低－共享出行蕴藏着巨大机会
• 私家车市场－印度正处于转捩点
• 汽车共享可以减少与交通相关的二氧化碳排放
• 印度监管环境
• 影响共享出行方式的电气化策略
• 拓展至二、三线城市－营运商策略
• 印度的共享出行－亟待填补的空白
• 比较分析和策略建议
• 竞争环境
• 主要竞争对手
• 对相关人员的影响

印度共享出行市场的成长驱动因素

• 成长指标
• 成长驱动因素
• 成长限制因素
• 预测考量
• 收入和车队规模预测
• 按细分市场分類的总市场收入预测
• 预测分析
• 按细分市场分類的车队规模预测
• 价格趋势和预测分析

成长动力：汽车共享

• 印度的汽车共享体系
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：订阅模式的兴起
• 趋势二：共享汽车的电气化
• 趋势三－P2P共用的成长
• 值得关注的传统汽车共享公司

成长动力：叫车

• 印度计程车市场结构
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：印度叫车市场涌现新参与企业
• 趋势二：电动车普及率不断提高
• 趋势三：科技主导的安全措施
• 趋势四：新服务的多元化
• 值得关注的叫车公司

成长动力：自行车共享

• 印度自行车共享市场结构
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：透过电气化提高可及性
• 趋势二：与其他交通途径的融合
• 趋势三：无桩自行车共享系统的扩张
• 趋势四：政府主导的自行车共享发展
• 热门自行车共享公司

成长动力：摩托车出租车

• 印度摩托车出租车市场结构
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：近距离旅行需求不断成长
• 趋势二：增强首末段连接
• 趋势三－标准化法规将推动市场成长
• 趋势四：印度的零工经济
• 热门摩托车出租车公司

成长动力：人力车共享

• 印度人力车共享市场的结构
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：车辆电气化
• 趋势二：从佣金制模式转向SaaS模式
• 趋势三：聚合商从主导向主导转变
• 趋势四—首末一公里连接
• 人力车共享－一家备受瞩目的公司

需求响应型交通运输促进成长

• 印度债务追偿法庭市场结构
• 成长指标
• 收入和车队规模预测
• 预测分析
• 趋势一：车辆电气化
• 趋势二：法规结构的变化
• 趋势三：地域与船队扩张
• 趋势四：为通勤者提供的加值提案
• DRT - 特色公司

印度共享出行领域的成长机会

• 成长机会1：拓展至二、三线城市
• 成长机会2：将电动车（EV）整合到共享车队中
• 成长机会 3：多模态与公共运输的融合

附录与后续步骤

Bike Taxi and Bikesharing Driving Transformational Growth

India's urban mobility landscape is undergoing a structural transformation driven by rising urbanization, policy mandates, digital ecosystems, and growing consumer demand for affordable and sustainable transport. This study presents a comprehensive and forward-looking analysis of the Indian shared mobility market, offering stakeholders a data-backed foundation to navigate an increasingly dynamic and competitive environment. As mobility demand diversifies across income segments and city tiers, this research is crucial for OEMs, mobility operators, investors, and public sector stakeholders seeking to navigate a high-growth, high-complexity environment.

This study covers six core shared mobility segments-ridehailing, bike taxi, rickshaw sharing, carsharing, bikesharing, and demand-responsive transport (DRT)-across Indian cities. The analysis spans from 2024 to 2035, with detailed market sizing and forecasting with 2024 as the base year. For each segment, the study covers:

• Business model segmentation and definitions
• Fleet and revenue market sizing (2024-2035) with CAGR analysis and year-on-year growth trends
• Top 3 strategic trends per mode, each structured with: o Why the trend is emerging o Implications on stakeholders o City/operator case study o Overall market impact o Competitive analysis of key operators

Scope of Analysis

This study evaluates the growth potential of the Indian shared mobility market over the defined forecast period.

• It focuses on key market segments, including ridehailing, carsharing, bike taxis, bikesharing, rickshaw sharing, and demand-responsive transit (DRT).
• The research provides a comprehensive overview of the current state of the shared mobility landscape in India and projects its evolution over the coming years, considering varying market dynamics.
• It also examines macroeconomic drivers influencing growth, key operational challenges faced by market players, and actionable strategies for improvement.
• For each of the identified segments, the study presents an in-depth analysis across the following dimensions:
• Key market trends shaping the future of shared mobility
• Forecasts of vehicles in operation and gross market value (GMV) for the forecast period
• Regulatory landscape, competitive dynamics, and the evolution of each segment
• Implications for stakeholders such as automakers, urban planners, infrastructure providers, and venture capitalists

The Impact of the Top 3 Strategic Imperatives on the Indian Shared Mobility Industry

Innovative Business Models

Why:

• Innovative mobility business models such as Mobility-as-a-Service (MaaS), electric mobility with Battery-as-a-Service (BaaS), shared and micro-mobility, subscription-based vehicle access, and emerging autonomous technologies are reshaping how India moves. These models promise to enhance urban connectivity, reduce congestion and emissions, lower the cost of vehicle access, and support India's net-zero ambitions.

Frost Perspective:

• Shared mobility in India plays a key role in solving last-mile connectivity, reducing emissions, and lowering urban mobility costs.
• EV integration with shared mobility is accelerating, especially for delivery and commuter segments. However, challenges remain in unit economics, regulatory clarity, vehicle availability, and driver retention.

Disruptive Technologies

Why:

• These technologies are enabling smarter, cleaner, and more connected transportation systems-from EV adoption driven by battery innovation to AI-powered ridehailing and predictive maintenance using IoT. They are helping reduce emissions, enhance road safety, optimize traffic flow, and personalize user experiences. However, they also challenge existing regulatory frameworks, require massive investments, and may widen the digital divide if not inclusively deployed.

Frost Perspective:

• Technologies are making shared mobility in India more efficient, user-friendly, and scalable.
• Real-time GPS tracking, AI-driven route optimization, IoT-based vehicle monitoring, and predictive maintenance enhance reliability and reduce downtime.
• Mobile apps, digital payments, and vernacular interfaces improve accessibility and convenience, especially for diverse user groups.

Industry Convergence

Why:

• This convergence is accelerating the shift towards shared, electric, and digital mobility, driving innovation at scale and creating integrated ecosystems that offer seamless user experiences. However, it also brings complex challenges such as regulatory overlap, data interoperability, cybersecurity risks, and the need for cross-sector policy coordination.

Frost Perspective:

• As the industry and technology matures, we will see greater collaborations between the various stakeholders increase to take advantage of capabilities.
• Traditional automakers are collaborating with tech companies for connected vehicle solutions, energy firms are investing in EV charging networks, fintech start-ups are enabling innovative vehicle financing and insurance models, and telecom providers are powering IoT-enabled mobility services.

Growth Drivers

• Urban Congestion and Rising Fuel Costs
• Expansion into Tier II and III Cities
• Government Push for Multimodal and Green Mobility
• Smartphone Penetration and App-Based Accessibility
• Rising Millennial and Gen Z Preferences
• Smart City Infrastructure and Integration with Public Transport

Growth Restraints

• Urban Planning and Integration Challenges
• Saturation in Urban Markets
• Regulatory Hurdles and Policy Ambiguity
• Tech and Infrastructure Limitations
• Vandalism and Misuse of Shared Asset
• Fleet Electrification Challenges

Key Competitors

• Ridehailing
  • Ola
  • Uber
  • BluSmart
  • Rapido
• Carsharing
  • Myles
  • Revv
  • Zoomcar
  • Bike Taxi
  • Ola
  • Uber
  • Rapido
• Bikesharing
  • Yulu
  • Mybyk
  • Smart Bike
  • Chartered Bike
  • Trin Trin
• Rickshaw Sharing
  • Rapido
  • Ola
  • Uber
• DRT
  • Chalo
  • Cityflo
  • Easy Commute

Competitive Environment

• Number of Competitors
  • 15+ with revenue greater than $1.0 million
• Competitive Factors
  • Cost, Tech Maturity, Safety, Regulatory Conditions, Driver Loyalty, Pricing Models
• Key End-user Industry Verticals
  • First- and Last-mile, Commuters, Students, Tourists, Corporate Mobility, Leisure Travel
• Leading Competitors
  • Ola, Uber, Rapido
• Other Notable Competitors
  • Yulu, Chalo, Zoomcars
• Distribution Structure
  • App-based Bookings
• Notable Acquisitions and Mergers
  • Uber partnered with ONDC in 2023

Table of Contents

Research Scope

• Scope of Analysis
• Market Segmentation

Growth Environment: Transformation in India Shared Mobility Market

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

Ecosystem in India Shared Mobility

• Macroeconomic Factors and Their Impact on Shared Mobility
• Low Motorization Rate-High Opportunity for Shared Mobility
• Private Vehicle Ownership-India Is at a Tipping Point
• Shared Vehicles Can Reduce Transport-Related CO2 Emissions
• Regulatory Landscape in India
• Electrification Strategies Impacting Shared Mobility Modes
• Expansion into Tier II and III Cities-Operator Strategies
• Shared Mobility in India-Gaps to Address
• Comparative Analysis and Strategic Recommendations
• Competitive Environment
• Key Competitors
• Implication to the Stakeholders

Growth Generator in Indian Shared Mobility Market

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue and Fleet Size Forecast
• Gross Market Revenue Forecast by Segment
• Forecast Analysis
• Fleet Size Forecast by Segment
• Pricing Trends and Forecast Analysis

Growth Generator Carsharing

• Carsharing Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1-Rise in Subscription Models
• Trend 2-Electrification of Carsharing Fleets
• Trend 3-Growth in P2P Sharing
• Traditional Carsharing-Companies to Watch

Growth Generator Ridehailing

• Taxi Market Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1: Emergence of New Players in the Indian Ridehailing Sector
• Trend 2: Increased EV Adoption
• Trend 3: Technology-Led Safety Initiatives
• Trend 4: Diversification of New Services
• Ridehailing-Companies to Watch

Growth Generator Bikesharing

• Bikesharing Market Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1-Electrification Improves Accessibility
• Trend 2-Integration with Other Modes of Transport
• Trend 3-Expansion of Dockless Bikesharing System
• Trend 4-Government-Driven Bikesharing Development
• Bikesharing-Companies to Watch

Growth Generator Bike Taxi

• Bike Taxi Market Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1-Rising Demand for Short-Distance Travel
• Trend 2-Enhancing Firstand Last-Mile Connectivity
• Trend 3-Standardized Regulations Can Further Market Growth
• Trend 4-Gig Economy in India
• Bike Taxi-Companies to Watch

Growth Generator Rickshaw Sharing

• Rickshaw Sharing Market Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1-Electrification of the Fleet
• Trend 2-Moving Away from Commission-Based to SaaS Model
• Trend 3-Moving Away from Private to Public-Led Aggregators
• Trend 4-Firstand Last-Mile Connectivity
• Rickshaw Sharing-Companies to Watch

Growth Generator Demand Responsive Transit

• DRT Market Structure in India
• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Trend 1-Electrification of the Fleets
• Trend 2-Changing Regulation Frameworks
• Trend 3-Geographic Expansion and Fleet Expansion
• Trend 4-Added Value Proposition for Commuter Travel
• DRT-Companies to Watch

Growth Opportunity Universe in India Shared Mobility

• Growth Opportunity 1: Expansion into Tier II and Tier III Cities
• Growth Opportunity 2: Electric Vehicle EV Integration in Shared Fleets
• Growth Opportunity 3: Integration with Public Transit Multimodal Mobility

Appendix & Next Steps

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