A view towards the horizon: The mobility landscape today and a view towards the horizon. Shwetha Surender, Industry Principal Frost & Sullivan

Transcription

1 A view towards the horizon: The mobility landscape today and a view towards the horizon Shwetha Surender, Industry Principal Frost & Sullivan

2 Paradigm Shift from Vehicle Ownership to Vehicle Usage Mobility Integration: Paradigm Shift from Vehicle Ownership to Vehicle Usage Connectivity Population Growth Gen Y Pollution Transport = Private Vehicle Freedom Convenience Status Progress No Real Alternative Urbanization Congestion Virtualization Automation Social Responsibility Natural Resources Transport = Door-to-door Mobility New Vehicles: BRT, EV, High Speed Rail New Business Models: Vehicle Sharing, Car Pooling Inter- Connectivity: Intermodality Urban Planning: Transport Integration Integrated Mobility: Mu, Multicity, NS Business Card, Mobility Mixx, Avego 2

3 Decrease in use of Private Transport London, 2001 to Index (2001 = 100) Rail Underground Bus Car driver Population Source: TfL Travel in London Report 7,

4 The Emerging Urban Mobility Landscape Suppor&ng Services Parking Financial Services Integrated Mobility Offers vast potential to offer multiple modes and services, and segment customer types using the same platform. An ecosystem of partnerships is required to deliver this in multiple cities/countries ehailing Taxi (On- Demand) Integrated Mobility: Plan, Book, Pay Cost & Convenience One Way Carsharing Carpooling (Dynamic.Corporate) Round Trip Carsharing P2P Carsharing Car Rental Carpooling (Fixed) Bikesharing Micro- mobility Dynamic ShuHle (On- Demand) Public Transit Distance Travelled Source: Frost & Sullivan 4

5 Traditional Car sharing Market Carsharing Market: Members and Vehicles, Global, 2016 and % CAGR ( ) 100% ~ 36 mn ~ 9 mn 90% 100% Africa 90% Oceania 80% Asia 70% Latin America 60% North America 50% Europe 40% 30% 20% 10% 0% 2016 Global Members Thousands Carsharing Market: Number of Vehicles, Global, 2016 and k 430k % 70% 60% 50% 40% 30% 20% 10% 0% 2025 Global Members Africa Oceania Asia Latin America North America Europe Note: All figures are rounded. The base year is Source: Frost & Sullivan 5

6 P2P Carsharing Definition P2P Carsharing Market Vehicle Owner has option to Accept / Reject requests Mobile P2P Carsharing application links Renters / Drivers with vehicle Owners. Once accepted Personal handover of key Market Size (in $ million) Members x 100, Drivers Search vehicles Listed vehicles By Owners P2P CSO s link Drivers / renters with Vehicle Owners 0 USA Europe Country/ Region - USA Europe Country / Region Key Players & Market Share Revenue Model and Areas of Innovation Others 12% Flightcar 19% Revenue Models Per Rent Commission Hardware / Software Technology providers Advertising Partnerships Turo 21% P2P Carsharing Getaround 48% Innovation and Expanding Services Partnerships with OEMs & Leasing Merging with other mobility services Integration Airport & Transit In car Technology 6

7 Corporate Car Sharing Number of Vehicles Corporate Car Sharing Market Forecast, NA, EU, 2012, 2014, NA EU Drivers Reduced total cost of mobility New revenue stream Technology Sustainability Convenience NA Europe Regulation Awareness Perks to employees In NA, 18% of car sales are fleet Government fleet market larger in the US. Eg. NYC has a fleet of 25,000 cars Market is nascent led by tech firms. Eg. Local Motion, Verizon and FastFleet Leasing market is much larger in the EU 40% of car sales are fleet Market is dominated by established Leasing players. Eg. Alphabet Sales cycle Complexity Partnerships Multi Brand Mind set Restraints Restraints 7

8 Ridesharing The Next Hot Social Transportation Trend The unprecedented growth of ridesharing in terms of members and usage globally has pushed key industry participants and OEM s to focus more on expanding the ridesharing platform Ridesharing Market: Key Highlights, 2016 Europe 35 million Members Acquisitions 700,000 Members 700 Corporates North America 350,000 Members 130 Corporates 400,000 Members Partnerships Asia Shun Feng Che 50,000 Members ~ 1 million members Strategic partnership Investment through BMW iventures Investment through GM Ventures (GMV) Corporate carpooling pilot Investment through InMotion Ventures Source: Frost & Sullivan 8

9 Proliferation of the e-hail Concept Market Trends Market Size $ 330 billion $ 838 billion Ride hailing Public Taxis Partnerships Number of Vehicles Market Size 6.5 million 12 million Number of Apps ~500 apps Substantially reduce < 50 apps Smartphone Penetration Car Ownership Government Initiatives Market Outlook Services and Business Models Significant Increase Consolidation New Business Models Intense Competition Source: Frost & Sullivan 9

10 Major Players Shaping the On-Demand Bus Transit Market While on-demand private buses and shuttles form an integral part of the market, transit agencies are playing an increasingly significant role in re-structuring the traditional bus and other mass transit markets Bridj Raised more than $5 million in funding Partnered with Ford and Kansas City Area Transportation Authority (KCATA) First US Public-Private partnership for mass transit solutions Kutsuplus Launched in 2013, was one of the first on-demand transit services Operated by Helsinki Regional Transport Authority Closed down in December 2015, as the services were subsidized and a burden on taxpayers Didi Chuxing Didi Bus - buses sourced from leasing companies & licensed travel agencies Beeline Singapore s ondemand bus app that directly connects passengers with bus operators AC Transit Flex Launched by Alameda-Contra Costa Transit District Relatively lower fares - $2.1 for adults On-demand transit services have also been launched by Santa Clara Valley Transportation Authority Shuttl 80,000 downloads Target: 100,000 rides/ day by 2017 Moobil+, DrinBus: On-demand public bus services in Germany and Italy Allygator: Private on-demand buses (Germany) ZipGo 50,000 downloads > 1000 rides/ day CityFlo 1800 rides/ day 5000 downloads North America Chariot 5000 rides per week Raised $3 million in funding Acquired by Ford Europe Whim, UbiGo, Mobility Mixx: Offers several transportation modes on one platform Asia Pacific Australia NSW Government will launch ondemand bus services in 2017 Source: Frost & Sullivan 10

11 Smart Parking Smart Parking Revenue forecast $bn North America CAGR: 18% Parking Analytics and Big Data Parking Sensor Integration Apps & In Car Reservation Payment P2P Parking Smart Parking in Pisa, Italy Connected Parking Sensors detect parking space occupancy Transmit data to central server about the status Users on smartphone app search for free space and guides Parking payment through the app Inclusion of special permit taxi, residents, etc. Legitimation Access control system assistance 11

12 Roadmap towards Integrated Mobility Integrated Mobility Source: Frost & Sullivan Journey Planning Booking Payment & Reconciliation Multi Modal Planning of journeys via smartphone or web platforms (business model: usually advertising or commissions) Booking of transportation modes via technology platforms, including referrals from third parties (business model: direct revenue or commission) Facilitating payment for transportation services and clearing / expense management (business model either commission or service fees) 12

13 Over 26 Smart Cities globally all with a plan to offer integrated smart mobility services by 2025 Customers are demanding intuitive services; many stakeholders are investing significantly in order to deliver the killer seamless proposition & user experience Ridescout Mozio Siemens Simobility Ubigo Gothenburg, Sweden Whim Helsinki, Finland Indra, Medellin Syndicat Mixte des Transports en Commun (SMTC) Qixxit Moovel Mobility Mix 13

14 Changing Role of Public Sector in Mobility Flexible scheduling & on-demand transit Parking Supply & Monetisation Automated Driving Open Data Carsharing Tenders, Operations, SLA s Bikesharing Tenders New Regulations for ehailing services Integrated Mobility- As-A-Service Source: Frost & Sullivan 14

15 Potential Size of the Prize Value of Mobility Services 860 billion 2016 Value of Mobility Services 2 trillion

16 Disruption in the Auto Industry from Techs and Start Ups A Snapshot Carsharing Fleet Providers Taxi Fleet Providers Ridesharing Operators Carsharing Technology Taxi Technology Integrated Mobility Operators Carsharing Operators Taxi Hailing Operators SiMobility 16

17 Sub Trend: Evolution of OEMs Mobility Services Car companies are evolving from the business of manufacturing & selling just cars, to providing related services, and multi-modal mobility solutions to target new customers, and future proof their business Car Independent Car Services Car Ownership Integrated Mobility: Journey Planning, Booking & Payment Carsharing /Ridesharing Manufacturing Parking & Charging Finance/ Insurance City Planners & Lifestyle Shuttle Services Taxi & Limousine After Services Energy creation & storage Automated Driving Connected Services Evolution & Expansion of OEM Services 17

18 OEMs moving toward CAAS car as a service A number of automotive OEM s are shifting towards offering mobility services in order to make up for the loss incurred in their vehicle sales as such services are targeted in reducing the number of cars on road. Drive yourself business models Be driven Business Models Smart Parking Emobility OEM One Way CS Two Way CS P2P CS Corp. CS/ Flexible Leasing/ Rental Ride sharing Taxi Hail Bike sharing Bus/ ShuLle Transit Integrated Mobility Parking Mgmt. P2P Parking Charging Delivery Services!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Own Initiative (either through subsidiary or by themselves)! Through! Strategic Partnership! VC arm with investment Collaboration without investment! Supplier Partnerships Source: Frost & Sullivan Only Services and products that are currently operational are considered. Past pilots and future launches are not considered 18

19 Mobility Integrators Ecosystem Competition and Cooperation between different stakeholders to drive growth Transport companies Public transport operators, Rail companies, car sharing, bike sharing, parking operators, Automotive OEMS Supplier Rentals, and leasing Providing cars and EVs for new business models * EV Charging, promotion, electricity as fuel, in-vehicle telematics * MI * Smartphone apps, keyless entry, tracking, ticketing, security, payments * NFC, GPS, RFID smart tags, hardware, and software Technology companies Technology providers IT support Infrastructure providers Payments providers Charging stations Mobile infrastructure Source: Frost & Sullivan analysis. 19

20 Thank You! Shwetha Surender Industry Principal Direct: Mobile: th and 29 th June