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Carmakers’ Strategies in Shared & Smart Mobility

£2,799 | Buy now  This report examines how carmakers are positioned in Smart Mobility across services such as car-sharing, ride-hailing, connected parking, electric vehicle charging, online car sales and robo-taxis. It also analyzes their Techno-commercial Readiness level in the USA, Europe, and Asia.

Learn about the leaders in Shared, Autonomous & Connected Mobility

Carmakers are transforming to Mobility and Tech players to compete in the new era of Mobility which is being quickly transformed from a product to a service (MaaS). MaaS promises not only better vehicle utilization rates but also the best mode of transportation depending on the use case. The landscape is changing fast, as mobility becomes a battlefield for brand loyalty and new revenue pools.

This report examines how carmakers are positioned in Shared & Smart Mobility and what their Techno-commercial Readiness level is. In more detail this report provides:

  • Competitor analysis of key carmakers in Mobility Services segmented by capabilities in 15 key Mobility modes, technology competence and winning business models.
  • Assessment of their Mobility Portfolio: Technology: e.g. AI expertise; Strategy: investment in start-ups, partnerships, pilots, AMoD; and Market position and leadership
  • The state-of-the-art for the different business models in Smart Mobility
  • The evolution of the mobility landscape, with a focus on key enablers, critical markets, winning strategies and the impact of mobility as a service to different stakeholders

Carmakers are joining forces in mobility to avoid disruption from new entrants

Car sharing and ride sharing are two of the forms of mobility that have attracted a lot of interest and investment since the remaining types are highly fragmented. Leading carmakers are racing to position themselves to take advantage of new opportunities and compete with new entrants.

Top Technology Partnerships In Autonomous, Electric & Shared Mobility In 2021
Top Technology Partnerships In Autonomous, Electric & Shared Mobility In 2021

Free-Floating Car-Sharing Fuels Growth to the German market

Car-Sharing in Germany bounced back in 2021. Both the number of customers and fleets are increasing steadily in Germany. The evolution of Germany’s car-sharing market is a key metric for the rate of consumer transition from car ownership to Mobility-as-a-Service in Western Europe’s leading car market and one of the top hubs for autonomous, electrified and shared mobility. It also paves the way to the future of mobility with Robo-taxis, Robo-shuttles, aggregate mobility providers and Urban Air Mobility.

Carmakers' Strategies in Shared & Smart Mobility 1

The successful execution of leading carmakers’ Smart Mobility strategies in their domestic market is crucial as they cannot afford to miss out on the new revenue pools against new Mobility Service Providers.

China’s battle-ground will define the future of Smart Mobility in emerging markets

China is a key market for the future of mobility for two reasons. First, it is the world’s leading car market, even though it still has a relatively low car penetration. Second, it is the world’s leader in Electric vehicle sales, with the government pushing for NEVs.

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Table of Contents

Executive Summary

  • Key findings
  • Mobility in 2030
  1. The State of Competition in Shared & Smart Mobility Services

    1. Mobility’s heartbeat in 2021: Emerging Trends in Mobility Services
    2. Consumer demands are shifting
    3. COVID-19, a catalyst shaping new driver needs
    4. Enabling technology for Smart Mobility
      1. Digitalization: connectivity, Big data, Cloud,
      2. The role of blockchain for Security & Privacy in Mobility Services
      3. Autonomous Driving
      4. Electrification and EV Charging Infrastructure
    5. Regulation
    6. Infrastructure
    7. Competitive Environment & Economic Shift
      1. Partnerships
      2. New battlefronts (carmakers vs. tech giants, geographical, e.g. China, India)
  1. Drivers & Emerging Trends Shaping the Future of Shared & Smart Mobility Services

    1. Segmentation and Definitions
    2. Car-Sharing Models
      1. Free-Floating
      2. Station-Based
      3. Peer-to-Peer
    3. Ride-Hailing Trends
      1. AMoD
    4. Leasing and Rental
    5. Multi-modal transportation
      1. Two-wheeled mobility
      2. Shuttles and Vans
      3. Public Transit
    6. Online car purchases
      1. Online car purchases fueled by e-commerce rise, enabling tech for a better shopping experience & COVID-19 impact
      2. Competition in Online Car Purchase Business model
  1. Carmakers’ Strategies in Smart Mobility

For each carmaker

  • Group Deliveries & Revenues 2016-2020
  • Vision in Mobility
  • Assessment of Mobility Portfolio
  • Technology readiness
  • Strategy: Business model evaluation (SW, AI), Business Segment & Investments Related to Smart Mobility
  • Competitor Assessment: Strategy, Technology Readiness, position & outlook in Smart Mobility
  1. Audi
    1. Vision in Mobility
    2. Assessment of Mobility Portfolio
      1. Audi Select
      2. Audi on demand
      3. Audi e-tron Scooter
    3. Technology readiness
    4. Strategy
    5. Competitor Assessment: Audi’s position & outlook in Smart Mobility
  2. BMW Group
    1. BMW Group’s Deliveries & Revenues 2016-2020
    2. Vision in Mobility
    3. Business Segment & Investments Related to Smart Mobility
    4. Assessment of Mobility Portfolio
      1. BMW-Daimler JVs: Your Now, Share Now, Reach Now, Free Now
    5. Competitor Assessment: Strategy, Technology Readiness and BMW’s position & outlook in Smart Mobility
  3. Mercedes-Benz
    1. AMoD (Mercedes-Benz & Bosch)
  4. Ford
    1. Ford Smart Mobility LLC
    2. Ford X
    3. Ford Mobility Cloud
    4. Ford’s Micro-mobility and Other Services
  5. General Motors
    1. Maven
    2. Maven Home / Maven for Residents
    3. Maven Gig
    4. Maven Car-sharing
    5. Maven Peer Cars/ Peer-to-peer Car-Sharing
    6. Cruise
    7. Cruise Anywhere
    8. Cruise Honda Partnership
  6. Honda
    1. Grab Investment
    2. ReachDa Investment
    3. Monet Technologies
    4. Zipcar Partnership
    5. Orix Partnership
    6. GM Cruise Investment
    7. Honda Xcelerator
  7. Hyundai-KIA
    1. Grab Investment
    2. Ola Investment
    3. Ioniq Car Share Amsterdam
    4. WiBLE
    5. Delivery Car (Deal Car)
    6. Zero One True Innovation Accelerator Program
    7. Aurora Investment
    8. Scooter Prototype
  8. Jaguar Land Rover
    1. Addison Lee Acquisition Speculation
    2. BMW Partnership
    3. InMotion
    4. Partnership with Waymo
  9. Porsche
    1. Porsche – Passport
    2. Porsche – Drive
    3. Porsche – Host
  10. Renault-Nissan-Mitsubishi Alliance
    1. Nissan Intelligent Mobility – Easy Ride
    2. Nissan Intelligent Mobility – e-share mobi
    3. RCI Mobility Programs
    4. Renault MOBILITY – Zity
    5. Renault – Renault MOBILITY
    6. Moov’in.Paris
    7. Renault – Renault Rent
    8. Memorandum of Understanding with Didi
  11. Stellantis: ex-FCA & PSA
    1. Turo Partnership
    2. Avis Partnerships
    3. Waymo Partnership
    4. Aurora Partnership
    5. Enjoy Joint Venture
    6. Free2Move MaaS Aggregator
    7. Free2Move Car-sharing
    8. Free2Move Fleet Sharing and Free2Move Fleet Management
    9. Free2Move Lease
    10. TravelCar Acquisition
    11. Opel Acquisition
  12. Tesla
  13. Toyota
    1. Hui Car Share and Servco Pacific Partnership
    2. Avis Partnership
    3. Uber Partnership—Autono-MaaS
    4. Park24 Times Car PLUS Partnership
    5. Grab Partnership
    6. JapanTaxi Investment
    7. Tokyo 2020 Olympic Mobility Services    53
  14. Volvo
    1. Sunfleet
    2. M Mobility Brand
    3. Care by Volvo
    4. Uber Partnership
    5. Volvo Cars Tech Fund
  15. VW
    1. Vision in Mobility
    2. Investments & Partnerships
      1. Argo AI
      2. Volkswagen – Gett Investment
    3. Assessment of Mobility Service Portfolio
      1. Volkswagen – MOIA
      2. VW’s Car.Software Unit
      3. Volkswagen – Electrify America Initiatives
      4. Volkswagen – We Services
      5. WeShare, WeDeliver & WePark

4. Leading geographies in Smart, Connected & Autonomous Mobility

      1. Summary of Maturity of MaaS across major geographies.
      2. Smart Mobility in China
        1. Urbanization & environmental policy shape new Mobility Needs in China.
        2. MaaS Regulation in China: NEVs & ICVs at the centre of Gov.’s policy.
        3. DiDi “monopolizes” the booming Ride-hailing industry.
        4. Deployment of Lv.4 Autonomous Robotaxi accelerating in China in ‘21.
        5. Low adoption of Car-sharing in China. 57
        6. The limited EV charging network hinders MaaS adoption.
        7. Bike-Sharing popularity have slowed down recently.
      3. The Status & Outlook of Smart Mobility in Germany.
        1. Germany’s car-sharing market rebounded in 2021 driven by free-floating.
        2. Micro-mobility: Bike Sharing.
        3. Scooter sharing dominated by six major players.
        4. Germany’s EV Charging network doubled in 2020.
        5. Urban Air Mobility coming to Germany cities.
      4. The Status & Outlook of Smart Mobility in California, USA.
        1. Mobility Challenges in California.
        2. Ride-Sharing market in California: Uber & Lyft
        3. Car-sharing/P2P car sharing projects.
        4. Car subscription models in California.
        5. Micro-mobility. 67
        6. Automated Driving & Autonomous Deliveries.
        7. EV charging infrastructure and business models in the USA.
        8. Three Key players in Smart Parking in California.
      5. Car sharing in North America vs. Europe.
      6. Shared Mobility in India

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