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市场调查报告书
商品编码
1848366
全球按需城市出行服务市场:预测至 2032 年—按服务类型、车辆类型、平台类型、技术、最终用户和地区进行分析On-Demand Urban Mobility Services Market Forecasts to 2032 - Global Analysis By Service Type, Vehicle Type, Platform Type, Technology, End User and By Geography |
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根据 Stratistics MRC 的数据,全球按需城市出行服务市场预计到 2025 年将达到 467 亿美元,到 2032 年将达到 989 亿美元,预测期内复合年增长率为 11.3%。
按需城市出行服务 X 指的是利用行动应用程序,在需要时提供车辆和乘车服务的科技赋能型交通解决方案。这些服务包括叫车、共乘、电动Scooter租赁以及城市环境中的共用车辆选项。这些服务利用 GPS 和人工智慧优化路线,并采用灵活的计量收费和订阅模式。该领域强调便利性、即时性和高效的城市交通管理,旨在缓解人口密集地区的交通拥堵,并提高通勤的灵活性。
据弗若斯特沙利文公司称,在都市化、电动汽车车队整合和数位平台优化的推动下,叫车、汽车共享和微出行在拥挤的城市中蓬勃发展,正在改变全球城市交通。
城市人口与交通拥堵
城市人口成长和交通拥堵加剧是按需城市出行服务市场的主要驱动因素。都市化进程的加速推动了人们对灵活、经济、省时的交通途径的需求。消费者越来越多地选择共用出行模式,例如叫车、共乘汽车和微出行,以减轻通勤压力。此外,城市政府也积极推广共用出行,以减少排放气体和缓解交通拥堵。这种向永续交通网络转型的趋势持续推动着全球对按需出行平台的需求。
在价格敏感型市场中,盈利有限。
在价格敏感型市场中,低盈利仍然是按需出行服务提供者面临的主要挑战。高昂的营运成本,包括司机激励、维护和合规费用,往往会挤压利润空间。此外,竞争性的票价下调和市场补贴也会阻碍其长期永续性。在奖励市场,由于消费者支付高价的意愿较低,收入稳定性面临更大的挑战。要在价格可负担性和盈利之间取得平衡,需要优化营运并主导技术降低成本,但这对于与资金雄厚的大型平台竞争的小型运营商来说仍然十分困难。
基于电动车的车队转型
电动车队转型为随选出行生态系统带来了广阔的发展前景。转向电动车可以显着降低营运成本,提高永续性,并符合城市的排放目标。世界各国政府正透过补贴和基础设施投资奖励电动车的普及,使车辆电气化更具可行性。将电动车纳入叫车和共享汽车车队的公司,可以透过降低燃料成本和提升碳中和品牌影响力来获得竞争优势。此外,与电动车製造商和充电服务供应商的伙伴关係也增强了此生态系统的扩充性。
市场饱和与服务冗余
市场饱和和服务重复对按需出行的前景构成威胁。众多本地和国际营运商的涌入加剧了竞争,尤其是在大都会圈。服务重迭导致需求分散和使用率低。此外,频繁切换应用程式和不一致的收费系统会造成消费者疲劳,从而降低品牌忠诚度。如果营运商无法透过服务品质和创新实现差异化,则可能面临停滞、整合和市场萎缩的风险,从而损害出行服务生态系统的长期永续性。
在新冠疫情期间,由于封锁措施、通勤时间缩短以及人们对健康的担忧,按需城市出行服务受到了严重衝击。随着消费者将安全和个人出行放在首位,叫车和共享交通的使用量骤降。然而,疫情后的復苏得益于需求的反弹,这主要得益于数位化预订系统和车辆消毒措施的推广。营运商推出了非接触式支付、通讯协定和订阅服务,以重建消费者的信任。最终,疫情加速了车辆数位化,并重新定义了人们的出行偏好,使其转向更清洁、更灵活的交通模式。
预计在预测期内,叫车细分市场将最大。
由于叫车在城市环境中的普及和便利性,预计在预测期内,叫车领域将占据最大的市场份额。消费者青睐基于应用程式的叫车服务,因为它们价格实惠、易于取得且可即时叫车。全球主要叫车平台正透过多模态整合和在地化服务不断扩张。此外,固定车费和动态定价等创新措施正在提升用户留存率,使叫车成为出行生态系统中重要的收入来源。
预计在预测期内,乘用车细分市场将以最高的复合年增长率成长。
预计在预测期内,乘用车细分市场将达到最高成长率。乘用车为叫车、汽车共享和企业用车等应用提供了极大的灵活性。此外,电动和混合动力乘用车的日益普及使其更具永续性和成本效益。而且,车辆互联和自动驾驶技术的进步正在进一步巩固该细分市场在按需城市出行领域的领先地位。
预计亚太地区将在预测期内占据最大的市场份额,这主要得益于快速的都市化、高人口密度和智慧型手机的高普及率。印度、中国和印尼等国的叫车和微旅行服务正经历快速成长。本土企业和全球平台正透过价格竞争和区域联盟不断扩大市场份额。此外,各国政府为促进智慧城市和电动出行而采取的倡议,也进一步巩固了该地区在按需出行解决方案领域的领先地位。
在预测期内,北美预计将实现最高的复合年增长率,这主要得益于先进出行技术的广泛应用以及对电动车基础设施的大力投资。消费者对叫车和订阅式通勤服务的广泛接受度正在推动市场扩张。领先企业正致力于永续性、自动化和车辆电气化。此外,有利的法律规范和出行即服务 (MaaS) 平台的整合正在促进技术创新,使北美成为按需出行领域充满活力的成长中心。
According to Stratistics MRC, the Global On-Demand Urban Mobility Services Market is accounted for $46.7 billion in 2025 and is expected to reach $98.9 billion by 2032 growing at a CAGR of 11.3% during the forecast period. On-Demand Urban Mobility Services refer to technology-enabled transportation solutions that allow users to access vehicles or rides when needed through mobile apps. These services include ride-hailing, carpooling, e-scooter rentals, and shared vehicle options within urban environments. They operate on flexible, pay-per-use or subscription models, optimizing routes through GPS and AI. The sector emphasizes convenience, real-time accessibility, and efficient urban transport management to reduce congestion and enhance commuter flexibility in densely populated areas.
According to Frost & Sullivan, ride-hailing, car-sharing, and micromobility adoption is rising sharply in congested cities, fueled by urbanization, EV fleet integration, and digital platform optimization, transforming urban transport globally.
Urban population and traffic congestion
Urban population growth and increasing traffic congestion are major drivers for the On-Demand Urban Mobility Services Market. Rising urbanization has intensified the demand for flexible, cost-effective, and time-efficient transportation options. Consumers are increasingly shifting toward shared mobility models such as ride-hailing, car-sharing, and micromobility to reduce commute stress. Furthermore, city governments are promoting shared mobility to curb emissions and minimize congestion. This structural shift toward sustainable transport networks continues to propel demand for on-demand mobility platforms worldwide.
Limited profitability in price-sensitive markets
Limited profitability in price-sensitive markets remains a significant restraint for on-demand mobility providers. High operating costs, including driver incentives, maintenance, and regulatory compliance, often compress profit margins. Additionally, competition-driven fare reductions and market subsidies hinder long-term sustainability. In emerging economies, low consumer willingness to pay premium rates further challenges revenue stability. Balancing affordability with profitability requires operational optimization and technology-driven cost reduction, which remain difficult for smaller players competing against large, well-capitalized platforms.
EV-based fleet transformation
EV-based fleet transformation offers promising opportunities for the on-demand mobility ecosystem. Transitioning to electric vehicles can significantly reduce operating costs, enhance sustainability, and align with urban emission reduction goals. Governments worldwide are incentivizing EV adoption through subsidies and infrastructure investments, making fleet electrification more feasible. Companies integrating EVs within ride-hailing and car-sharing fleets gain competitive advantage through lower fuel expenses and carbon-neutral branding. Additionally, partnerships with EV manufacturers and charging providers strengthen ecosystem scalability.
Market saturation and service redundancy
Market saturation and service redundancy pose growing threats to the on-demand mobility landscape. The entry of numerous local and global players has intensified competition, particularly in metropolitan regions. Overlapping services lead to demand fragmentation and reduced utilization rates. Additionally, consumer fatigue from app-switching and inconsistent pricing structures may erode brand loyalty. Without differentiation in service quality or innovation, operators risk stagnation, consolidation, or market exit, disrupting long-term sustainability within the mobility service ecosystem.
The COVID-19 pandemic severely disrupted on-demand urban mobility services due to lockdowns, reduced commuting, and health concerns. Ride-hailing and shared transport usage plummeted as consumers prioritized safety and personal mobility. However, post-pandemic recovery has been marked by a rebound in demand, driven by digital booking systems and sanitized fleets. Operators introduced contactless payments, safety protocols, and subscription-based services to regain consumer trust. The pandemic ultimately accelerated fleet digitization and redefined mobility preferences toward cleaner, flexible transport models.
The ride-hailing segment is expected to be the largest during the forecast period
The ride-hailing segment is expected to account for the largest market share during the forecast period, owing to its widespread adoption and convenience in urban environments. Consumers favor app-based ride-hailing services for their affordability, accessibility, and real-time availability. Major global players continue to expand through multi-modal integration and localized service offerings. Furthermore, innovations such as subscription rides and dynamic pricing enhance user retention, positioning ride-hailing as the dominant revenue generator in the mobility ecosystem.
The passenger cars segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the passenger cars segment is predicted to witness the highest growth rate, reinforced by their widespread availability and suitability for various mobility services. Passenger vehicles offer flexibility for ride-hailing, car-sharing, and corporate transport applications. Increasing adoption of electric and hybrid passenger cars also boosts sustainability and cost-efficiency. Moreover, advancements in vehicle connectivity and autonomous driving technologies are further accelerating the segment's prominence within on-demand urban mobility frameworks.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, ascribed to rapid urbanization, high population density, and strong smartphone penetration. Countries such as India, China, and Indonesia are witnessing exponential growth in ride-hailing and micromobility services. Local players and global platforms are expanding their presence through competitive pricing and regional partnerships. Moreover, government initiatives promoting smart cities and electric mobility further strengthen the region's leadership in on-demand mobility solutions.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with robust adoption of advanced mobility technologies and strong investment in EV infrastructure. Widespread consumer acceptance of ride-hailing and subscription-based commuting services is driving market expansion. Major players are focusing on sustainability, automation, and fleet electrification. Additionally, supportive regulatory frameworks and integration of mobility-as-a-service (MaaS) platforms are fueling innovation, positioning North America as a dynamic growth hub for on-demand mobility.
Key players in the market
Some of the key players in On-Demand Urban Mobility Services Market include Uber Technologies, Inc., Lyft, Inc., DiDi Global Inc., Grab Holdings Limited, Yandex N.V., Toyota Motor Corporation, Volkswagen AG, Mercedes-Benz Group AG, BMW AG, General Motors Company, Ford Motor Company, BYD Company Limited, NIO Inc., Tesla, Inc., Hertz Global Holdings, Inc., Avis Budget Group, Inc., Bolt Technology OU (Bolt) and Zongsheng (Geely) / Zeekr.
In August 2025, Uber Technologies, Inc. launched its "Uber Fleet Manager" platform for independent EV owners. The system provides optimized leasing, charging, and maintenance packages to streamline the transition of its driver-partners to electric vehicles.
In July 2025, DiDi Global Inc. introduced its new "DiDi Autonomous Ride-Hailing" service in select Chinese megacities. The service utilizes a fleet of NIO Inc. vehicles equipped with DiDi's proprietary self-driving software for driverless passenger trips.
In June 2025, Mercedes-Benz Group AG announced the launch of its 'Premium Electric Mobility' subscription service in Europe. The service offers flexible, all-inclusive monthly access to its latest EQ model range, targeting urban professionals seeking a premium experience without long-term commitment.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.