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

Transcription

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

4 Cost & Convenience The Emerging Urban Mobility Landscape Supporting 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 One Way Carsharing Car Rental Carpooling (Dynamic.Corporate) Round Trip Carsharing P2P Carsharing Carpooling (Fixed) Bikesharing Micro-mobility Dynamic Shuttle (On- Demand) Public Transit Distance Travelled Source: Frost & Sullivan 4

5 Thousands Carsharing Members & Vehicles - Global Forecast Revenue from the global carsharing market is expected to grow at a CAGR of 17%.to around $9 bn in 2025 from the current $2 bn in Carsharing Market: Members and Vehicles, Global, 2016 and Global Members 2025 Global Members ~ 40 mn ~ 13 mn Africa Carsharing Market: Number of Vehicles, Global, 2016 and k Africa APAC 400 APAC Latin America k Latin America North America 100 North America Europe Europe Note: All figures are rounded. The base year is Source: Frost & Sullivan 5

6 Key Milestone in the Carsharing Market Favourable regulations, interest from OEM s, Investments and advanced technologies will be key drivers for the carsharing market Level 5 Automation to lead to a paradigm shift convergence across all models Increased focus on Electrification First step toward automation Valet Parking Smartphones enable access Favorable Government Regulations 6

7 Proliferation of Electric Vehicles in Carsharing Electric vehicles costs decrease and increase driving range will show a growing number of CSOs to see the benefits in terms of profit, and the adoption of ideal mix of EVs into their fleet Close to 7 EV carshare programs have launched in the past one year globally. Technology players like Vulog, RideCell are facilitating quick launch of carsharing programs 2017 Mevo NewZealand 2017 Caby Carshare Romania 2017 Mercury-CityHop Auckland 2016 WaiveCar Los Angeles 2017 Urbano Brazil 2017 Blue SG Singapore 2017 Yoogo Carshare Cantebury Over 1.4 million charging stations to be installed across Europe by 2020, with Germany, France, and UK expected to have over 50% of the installations. Establishment of charging infrastructure to enhance the range of travel and ease of EV usage 7

8 Ridesharing The Next hot Social Trend Tax benefits, HOV lanes, and partnerships with transit agencies could all stand to encourage more Americans to carpool. Ridesharing Members, EU & NA Market Trends & Key Players million million million million Ridesharing Revenue, EU & NA ~$3 billion 2025 ~$18 billion ~$ 480 million 2025 ~6 billion Acquisitions & Investments Carpooling for Specific Segments Pre-paid Commuter Programs Government Rewards/Incentives Investment through BMW iventures Acquired Flinc Investment through InMotion Ventures Source: Frost & Sullivan 8

9 Proliferation of the e-hail Concept e-hailing is expected to penetrate the taxi industry, catalyzed by a growing online population, government initiatives, evolving regulations, offering convenience, bundled services 2016 Global 2025 Market Size Moving beyond the Traditional Taxi Concept Demography Based Taxi Sharing Delivery Services ~ $ 330 billion ~ $ 840 billion Number of Vehicles Tourism Hospitality 6.5 million 12 million Number of Apps ~500 apps Substantially reduce < 50 apps Services and Business Models Significant Increase Corporate Partnerships Aviation Integrated Mobility/Carsharing Logistics Healthcare 9

10 Market Trends in Bikesharing Several city councils in Europe have awarded tenders for BSS to be implemented. The UK and Italy could have the highest addition to their existing BSS schemes by Bikesharing Carsharing Fleet Size, Global ~ 20 million ebikes Mobile Docking Stations ~ 3 million Improved Distribution Common payment systems across transit modes Advanced Technologies Market Revenues, Global 2016 $ 1 billion 2025 $ 12 billion 10

11 Trends in Demand Responsive Shuttles Market The demand responsive shuttle market is witnessing rapid transformations that is being accelerated by a wide range of stakeholders Demand Responsive Shuttles Fleet Size Demand Responsive Shuttles Key Trends ~1 ~1 million ml ~3k Investments Market Revenues Public Transit Partnerships 2016 $ 0.17 billion 2025 $ 102 billion OEM Partnerships Ride Hailing Developments 11

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

13 OEM s Shift Towards CaaS - Future proof the business 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 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/Shuttle Transit Integrated Mobility Parking Mgmt. P2P Parking Charging Delivery Services Daimler BMW Audi Hyundai VW Ford Groupe PSA Renault- Nissan Toyota Honda GM FCA Volvo JLR * * * * * Own Initiative (either through subsidiary or by themselves) Investment through VC partnership with arm Strategic investment Collaboration without investment Supplier relationship Source: Frost & Sullivan 13

14 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) 14

15 Over 26 Smart Cities globally all with a plan to offer MaaS solutions by 2025 Ubigo, Sweden Mobility Mixx, Whim, Netherlands Whim, Tuup - Finland Mozio, Philadelphia Mobilleo,Whim UK Fluidtime Quando App (Kapsch TrafficCom), SMILE Austria Go LA, California Cityway, SNCF Indra, Medellin Door2Door, Moovel, Mobility Shop - Germany TiripGo, Australia Source: Frost & Sullivan 15

16 City-as-a-Customer: Moving Towards a City Centric Approach to Address Urban Issues Demand responsive transit OEM investment Volkswagen: MOIA; Ford: Chariot Cities - London, Santa Clara Valley, NSW 292 transit agencies have opened up data Nexar CityStream Uber Demand Responsive Services Last Mile Logistics Data Monetization Integrated Mobility New Mobility partnerships Last 15 meters kerb to door Drones & electric robovans City specific Integrated Mobility Plans Market size to exceed $1 trillion by 2020 Source: Frost & Sullivan 16

17 Digital Services Car As A Service Mobility As A Service Connected Living Automotive Services Landscape In 2030 As value shifts from product to service, the market is expected to evolve from the car as a product to the car as an enabler of a connected living ecosystem Smart Home Monitoring Level 5 Automated Mobility Connected Health Connected Work Integrated mobility Level 4 Automated Mobility Ride hailing Bike sharing Connected Cities Smart Parking Location based services Charging Ride sharing 1 Lifestyle Apps E-retailing Data-enabled services Vehicle Services Car sharing Ehailing (Taxis) Source: Frost & Sullivan 17

18 SHWETHA SURENDER Industry Principal New Mobility Automotive & Transportation Direct: +44 (0) Mobile: +44 (0) CONTACT 18