全球微型创业公司市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSMicromobilitystartupsworldwideCHAPTER

01OverviewGlobalshareofurbantripsbysharedon-demandmobilityinmegacitiesfromin2021,withaforecastthrough2035Projectedtripshareofsharedon-demandmobilityinmegacities2021&203525%20%15%10%5%0%20212025*2030*2035*3Description:In2021,sharedon-demandmobilityservicesaccountedforeightpercentoftripsinmegacitiesworldwide.On-demandmobility,includingrobo-taxis,isexpectedtoplayanincreasingroleinurbanmobilityinthefuture.By2035,forecastspredictthatthistypeofmobilityservicewillaccountfor23percentofallurbantripsinmega-cities.ReadmoreNote(s):Worldwide;2021;*Forecast.ThesourcemodelledthemodalsharesbasedonthecitiesofNewYork,LosAngeles,Paris,London,Moscow,Shanghai,Beijing,Chongquin,Guangzhou,Tianjin,Shenzhen,Tokyo,andOsaka.

ReadmoreSource(s):BCGLeadingclimatetechunicornstart-upsworldwidein2024,byvaluation(inbillionUSdollars)Valuationofclimatetechunicornsworldwide2024ValuationinbillionU.S.dollars0246810121416Cruise(U.S.)GACAionNewEnergyAutomobile(China)GoodLeap(U.S.)14.614.21211.8Northvolt(Sweden)MahindraElectricAutomobile(India)Bolt(Estonia)9.88.4OctopusEnergy(UK)7.8SVOLT(China)7.2ImpossibleFoods(U.S.)LotusTechnology(China)OlaElectric(China)75.55.45.3RedwoodMaterials(U.S.)KakaoMobility(SouthKorea)4.24Description:U.S.-basedself-drivingcarcompanyCruisebecameaunicornin2022,andhadavaluationof14.6billionU.S.dollarsasof2024,thehighestofanyclimatetechunicornworldwide.Onlysixoftheworld's20highestvaluedclimatetechunicorncompanieswerebasedoutsideoftheUnitedStatesandChinaatthestartof2024.Collectively,theleading20climatetechunicornsaroundtheworldwerevaluedatover140billionU.S.dollars.ReadmoreNote(s):Worldwide;2024;Climatetechstart-upsthatarevaluedatoveronebillionU.S.dollarsSource(s):HolonIQLeadingglobalelectricvehiclestartupsbynumberofinvestorsandfundingroundsasofAugust2023LeadingglobalEVstartupsbynumberofinvestorsandfundingrounds2023Investors32Funding

roundsBird(UnitedStates)97556765765VOITechnology(Sweden)Beam(Singapore)2525WunderMobility(Germany)WMMotor(China)2524OptimusRide(UnitedStates)JobyAviation(UnitedStates)BluSmartMobility(India)Cowboy(Belgium)22202018TIERMobility(Germany)GrinScooters(Mexico)18185Description:Asof2023,U.S.electricbike-sharingstartupBirdwastheglobalelectricvehiclestartupwiththelargestnumberofinvestors.Thirty-twoinvestorshadcontributedtoBird'sfundinginninefundingrounds.VOITechnology,Beam,andWunderMobilitywerealltiedforsecondplacewith25investorseach,obtainedduringsevenfundingroundsforVOITechnologyandfivefundingroundsforBeamandWunderMobility.WMMotor,rankingfifth,wasthefirstcompanyintherankingtonotfocuson[...]ReadmoreNote(s):Worldwide;asofAugust2023Source(s):FailoryGlobalautoandtransportationstartupswiththehighestvaluationasofApril2023(inbillionU.S.dollars)Highestvaluedautoandtransportationunicornsworldwide2023ValuationinbillionU.S.dollars024681012ZongMuTechnologyNuro11.48.68.4BoltOlaCabs7.5HelloTransTechOlaElectricMobilityWeRide554.4HozonAutoAppliedIntuitionVia3.953.63.53.35YouxiaMotorsFlixMobilityBYTON32.56Description:AsofApril2023,Shanghai-basedZongMuTechnologywastheautoandtransportationstartupwiththehighestvaluation,ataround11.4billionU.S.dollars.ItwasfollowedbyNuroandBolt,bothvaluedovereightbillionU.S.dollars.ReadmoreNote(s):Worldwide;asofApril7,2023Source(s):CBInsightsInvestmentsinmobility-basedclimatetechstartupsinEuropeandNorthAmericabetween2017and2022(inbillionU.S.dollars)Europe&NorthAmerica:investmentsinmobility-basedclimatetechstartups2017-202216141210813.8612.675.4964204.913.611.82017201820192020202120227Description:During2022,some13.86billionU.S.dollarshadbeeninvestedinmobilityclimate-techstartupsinEuropeandNorthAmerica.Thesteepestgrowthrecordedacrosstheperiodwasbeween2020and2021,whenfundingmorethandoubled.

ReadmoreNote(s):NorthAmerica,Europe;2017to2022Source(s):NetZeroInsights;TechNationGreenvehiclestartupfundinginselectedregionsin2021(inbillionU.S.dollars)Greenvehiclestartupfundinginselectedregions20211210.4108.686422.40AmericasAsia/AustraliaEurope8Description:In2021,theAmericasrecordedthelargestgreenvehiclestartupfunding.Around10.4billionU.S.dollarswereinvestedinthesestartupsintheregion,comparedto8.6billionU.S.dollarsinvestedinAsiaandAustralia.

ReadmoreNote(s):Worldwide;2021Source(s):CrunchBase;OliverWymanGlobalmobilitystartupfundingroundsbetween2020and2021,bytype(inbillionU.S.dollars)Globalmobilitystartupfundingroundsbytype2020-2021TotalfundingroundsMega-rounds1,6001,4081,4001,1741,2001,000800600400200010058202020219Description:In2021,therewereover1,400fundingroundsformobilitystartupsworldwide,100ofwhichweremega-roundsworthmorethan100millionU.S.dollars.Thiswasasteepincreaseformega-rounds,ofwhichtherewereonly58theyearprior.

ReadmoreNote(s):Worldwide;2020to2021Source(s):CrunchBase;OliverWymanGlobalmobilitystartupfundingperyearandaveragefundingroundsizebetween2020and2021,bytype(inbillionandmillionU.S.dollars)Globalmobilitystartupfundingperyearandaveragefundingroundsize2020-20212020202165.254Fundingperyear(inbillionUSD)32.829Averagefundingroundsize(inmillionUSD)10Description:In2021,some65.2billionUS.dollarsinfundingwasreceivedbymobilitystartupsworldwide.Thatyear,eachfundingroundamountedtoonaverage54millionU.S.dollars,whichrepresentedasharpincreasefromthe2020average.

ReadmoreNote(s):Worldwide;2020to2021Source(s):CrunchBase;OliverWymanGlobalmobilitystartupfundingbetween2009and2021,bysegment(inbillionU.S.dollars)Globalmobilitystartupfundingbysegment2009-2021140121.81201008068.265.56050.340200MobilityservicesConnectedandself-drivingGreenvehiclesSales/aftersales11Description:Between2009and2021,mobilityservicesstartupsreceivedsome121.8billionU.S.dollarsinfunding,makingitthelargestmobilitystartupsegmentbyinvestmentamount.Connectedandautonomousvehicleswerethesecondlargestsegment,at68.2billionU.S.dollarsinfunding.ReadmoreNote(s):Worldwide;2009to2021Source(s):CrunchBase;OliverWymanCHAPTER

02Micro-mobilitymarketvolumeValuepoolofthemicromobilitymarketworldwidein2020withaforecastfor2025and2030,bysegment(inbillionU.S.dollars)Worldwide:Micro-mobilityvaluepoolbysegment2020-2023BikesharingScootersharingMopedsharing30252015105020202025203013Description:Intheten-yearperiodbetween2020and2030thevaluepoolofthemicromobilitymarketisprojectedtomorethantriple,risingfromninebillionU.S.dollarsto28billionU.S.dollars.Thelargestsegmentinthismarketisbikesharing,whichisexpectedtoreachamarketvalueof16billionU.S.dollarsin2030.ReadmoreNote(s):Worldwide;2020;basedonJune2022modelling.Source(s):OliverWymanRevenueinthebikesharingmarketworldwidefrom2017to2022withaforecastthrough2028(inbillionU.S.dollars)Forecast:revenueinthebikesharingmarketworldwide2017-202816141213.6412.6811.5810.519.46108.44864207.417.146.574.994.393.7320172018201920202021202220232024202520262027202814Description:Theglobalrevenuefrombikesharingisprojectedtogrowtocloseto14billionU.S.dollarsin2028.Thiswouldmeannearlyadoublingofglobalrevenuecomparedto2022,whenthesector'srevenuestoodat7.4billionU.S.dollars.

ReadmoreNote(s):Worldwide;2017to2022;basedonDecember2023modelling.Source(s):MarketInsightsRevenueinthee-scooter-sharingmarketworldwidefrom2017to2022withaforecastthrough2028(inmillionU.S.dollars)Forecast:revenueinthee-scooter-sharingmarketworldwide2017-20283,5003,0003,0452,8132,5592,5002,2952,0412,0001,5001,0005001,8131,5401,3841,0412020769.32019220.9201810.78201702021202220232024202520262027202815Description:Theglobale-scootermarketisexpectedtogrowbynearly13percentbetween2023and2024,growingfrom1.8billionto2billionU.S.dollarsinthecomingyear.By2028,theglobalmarketfore-scooter-sharingisprojectedtogrowtoover3billionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2022;basedonDecember2023modelling.Source(s):MarketInsightsRevenueinthemoped-sharingmarketworldwidefrom2017to2022withaforecastthrough2028(inmillionU.S.dollars)Forecast:revenueinthemoped-sharingmarketworldwide2017-20283,5003,0002,5003,2732,9652,6902,4062,1232,0001,5001,0005001,8441,5381,331935.32020473.82019111.4201824.38201702021202220232024202520262027202816Description:Theglobalmoped-sharingmarketrecordedonlyaround111millionU.S.dollarsin2018,butisprojectedtogrowtoaround3.3billionU.S.dollarsby2028.For2024,themarketisexpectedtodeliveraglobalrevenueof2.1billionU.S.dollars,aroughly15percentincreasecomparedtothepreviousyear.ReadmoreNote(s):Worldwide;2017to2022;basedonDecember2023modelling.Source(s):MarketInsightsCHAPTER

03InvestmentsMobilityservicestartupfundingworldwidefrom2017to2021(inbillionU.S.dollars)Mobilityservicestartupfundingworldwide2017-20213529.53025201510518.613.210.85.702017201820192020202118Description:Mobilityservicestartupsexperiencedaparticularlygoodyearintermsofreceivingfundingin2017,whenglobalfundingforstartupsinthesectortotaledcloseto30billionU.S.dollars.Thefollowingyearssawasteepdeclineinfunding,droppingaslowas5.7billionU.S.dollarsin2020.In2021,themobilityservicesstartupsectorbeganseeingarecoveryinthevolumeofinvestmentswithatotalof18.6billionU.S.dollarsoffundingrecordedthatyear.

ReadmoreNote(s):Worldwide;2017to2021Source(s):CrunchBase;OliverWymanMobilityservicestartupfundinginselectedregionsin2021(inbillionU.S.dollars)Mobilityservicestartupfundinginselectedregions2021141312108642.82.520Asia/AustraliaEuropeAmericas19Description:In2021,AsiaandAustraliarecordedstartupfundinginthemobilityservicessectorof13billionU.S.dollars.Withthisleveloffunding,theregionwaswellaheadofmobilityservicestartupsinEuropeandAmerica,whichonlyrecordedcombinedfundingof5.3billionU.S.dollarsinthissector.ReadmoreNote(s):Worldwide;2021Source(s):CrunchBase;OliverWymanVenturecapitalinvesmentsinEuropeanelectricvehiclemobilitystartupsbetween2018and2022(inbillionU.S.dollars)Europe:venturecapitalinvestmentsinelectricvehiclemobilitystartups2018-20228765437.56.92.522100.62018201920202021202220Description:In2022,6.9billionU.S.dollarsinventurecapitalinvestmentsweremadeintoEuropeanelectricvehiclemobilitystartups.Thiswasadropofeightpercentcomparedto2021investments,whichwerethehighestacrosstherecordedperiod.

ReadmoreNote(s):Europe;2018to2022Source(s):Dealroom.coValueofearly-stageventurecapitalinvestmentsinelectrictwo-andthree-wheelerstartupsworldwidefrom2010to2022(inmillionU.S.dollars)Venturecapitalinvestmentinelectricmicromobilitystartupsworldwide2010-20229084.28070605040302010065.759.751.95230.818.417.510.69.57.87.92.7201020112012201320142015201620172018201920202021202221Description:In2022,electricmicromobilitystartupsfocusingontwo-andthree-wheelersreceivednearly66millionU.S.dollarsinearly-stageventurecapitalfundingworldwide.Overtheperiodbetween2010and2022,thesectorreceivedatotalvalueof419millionU.S.dollarsinearly-stageinvestments.ReadmoreNote(s):Worldwide;2010to2022;Early-stageinvestmentsincludeseriesAfundingSource(s):IEACHAPTER

04CompaniesKeyplayersinthebike-sharingmarketworldwidein2022,bymarketshareKeyplayersinthebike-sharingmarketworldwide20227%6%6%5%4%3%2%1%0%5%4%3%2%2%2%2%MYBYKBoltLimeCharteredBikeBirdItaúLyftBikesTIER23Description:Asof2022,theglobalbike-sharingmarketremainedhighlyfragmented.TheIndianbike-sharingproviderMYBYKheldthelargestmarketsharegloballyatsixpercent.ItwascloselyfollowedbyboltatfivepercentandLimeatfourpercent.

ReadmoreNote(s):Worldwide;2022;basedonaMarch2023modelling.Source(s):MarketInsightsE-scootersharingmarketsharesworldwidein2022,byproviderE-scootersharingkeyplayersworldwide2022Marketshare0%2%4%6%8%10%12%14%14%16%18%20%LimeLyft13%BirdBolt11%9%9%TIERSpin7%Dott6%SuperpedestrianSWING5%4%4%BeamOther18%24Description:In2022,Limecontrolled14percentofthee-scootersharingmarketsworldwide.ItsclosestcompetitorswereLyftandBird,whichrespectivelyeachheld13and11percentofthemarket.

ReadmoreNote(s):Worldwide;2022;basedonaMarch2023modelling.Source(s):MobilityMarketInsightsMicromobilityunicornstart-upsworldwidein2023,byvaluation(inbillionUSdollars)Valuationofmicromobilityunicornsworldwide2023ValuationinbillionU.S.dollars0123456789Bolt(Estonia)G7(China)8.422TierMobility(Germany)RadPowerBikes(UnitedStates)Segway-Ninebot(China)Voiscooters(Sweden)1.41125Description:TheEstoniancompanyBoltisthehighest-valueunicorninthemicro-mobilitysector.Thecompanyreachedunicornstatusin2018andwasvaluedat8.4billionU.S.dollarsasofJanuary15,2023.Bolthasarangeofsharedmobilityofferingsandisactiveinover45countriesworldwide.ReadmoreNote(s):Worldwide;January15,2023;climatetechstart-upsinthemicromobilitysectorthatarevaluedatoveronebillionU.S.dollars.Source(s):HolonIQLeadingelectricmicromobilitystartupsworldwideasofJanuary2024,byfunding(inU.S.dollars)Leadingelectricmicromobilitystartupsworldwidebyfunding2024FundinginUSDBird(UnitedStates)TIERMobility(Germany)VOITechnology(Sweden)OlaElectricMobility(India)Ninebot(China)623,000,000447,948,158355,900,000307,338,822247,000,000RadPowerBikes(UnitedStates)175,320,365AtherEnergy(India)Wheels(UnitedStates)GrinScooters(Mexico)GOSharing(Netherlands)Helbiz(UnitedStates)Cowboy(Belgium)102,210,00096,297,42272,652,61672,072,25456,850,00046,102,28343,282,88435,000,00033,400,000UnuMotors(Germany)PureEV(India)Beam(Singapore)26Description:Electricmicromobilitydevices-electricbikes,mopeds,andscooters-havebecomeincreasinglyubiquitous,enabledthroughincreasinginvestmentsinthesector.AsofJanuary2024,sharingproviderswereamongthestartupsthathavereceivedthehighestamountsoffundingintheelectricmicromobilitysector.TheU.S.Americanmicromobilitysharingprovider,Bird,leadsamongitscompetitors,havingreceived623millionU.S.dollarsinfunding.ReadmoreNote(s):Worldwide;asofJanuary2024Source(s):FailoryLeadingelectricmicromobilitystartupsworldwideasofJanuary2024,byfundingroundsLeadingelectricmicromobilitystartupsworldwidebyfundingrounds2024FundingroundsHelbiz(UnitedStates)Bird(UnitedStates)109UnuMotors(Germany)VOITechnology(Sweden)Cowboy(Belgium)7777Etergo(Netherlands)Wheels(UnitedStates)TIERMobility(Germany)GrinScooters(Mexico)AtherEnergy(India)6655555Beam(Singapore)OlaElectricMobility(India)GetHenry(Germany)27Description:Amongelectricmicromobilitystartups,theU.S.-basedsharedmobilityoperatorHelbizheldtheleadingpositionforanumberoffundingrounds.AsofJanuary2024,Helbizhadheldtenfundingrounds.Despiteitsleadingpositionintermsoffundinground,itonlyrankseleventhintermsofraisedfunds,havingraisedcloseto57millionU.S.dollars.Meanwhile,theelectricmicromobilitystartupwiththemostfunding,U.S.-basedBird,hasheldninefundingrounds.ReadmoreNote(s):Worldwide;asofJanuary2024Source(s):FailoryTotalrevenuesofBirdGlobal,Inc.from2020to2022(inmillionU.S.dollars)TotalrevenuesofBirdGlobal,Inc.2020-2022300250200150244.66190.5490.1120201005002021202228Description:Overthepastthreeyears,BirdGlobal,Inc.hasearnedatotalrevenueofabout525millionUSdollars,ofwhich245millionU.S.dollarswereearnedintheyear2022.Birdisascooter-rentalcompanybasedinFloridaandcreatesavehiclesharingplatformthatprovidessustainabletransportation.ReadmoreNote(s):Worldwide;2020to2022Source(s):BirdAdjustedEBITDAofBirdGlobal,Inc.from2020to2022(i