THE BIKE AND SCOOTERSHARING TELEMATICS MARKET INDEX Index Table of Contents Table of Contents ......................................................................................................................... i List of Figures ............................................................................................................................. vi Executive summary ..................................................................................................................... 1 1 Introduction to micromobility ............................................................................................... 3 1.1 Introduction .................................................................................................................. 3 1.1.1 Passenger cars in use by region ........................................................................... 5 1.1.2 New passenger car registration trends ................................................................. 6 1.1.3 Bicycle and scooter usage .................................................................................... 9 1.1.4 Shared mobility services ..................................................................................... 13 1.2 Market trends ............................................................................................................. 15 1.2.1 Peak car use and car ownership ......................................................................... 15 1.2.2 The sharing economy ......................................................................................... 15 1.3 Overview of micromobility services ........................................................................... 16 1.3.1 Bikesharing services ........................................................................................... 17 1.3.2 Scootersharing services ...................................................................................... 18 1.3.3 Operational models ............................................................................................. 20 1.4 Micromobility services worldwide .............................................................................. 21 1.4.1 Micromobility in Europe ...................................................................................... 22 1.4.2 Micromobility in North America ........................................................................... 23 1.4.3 Micromobility in Asia-Pacific................................................................................ 24 1.4.4 Overview of micromobility service providers ...................................................... 26 1.4.5 Business models ................................................................................................. 30 1.5 Micromobility telematics infrastructure ...................................................................... 32 1.5.1 Vehicle segment .................................................................................................. 34 1.5.2 Tracking segment ................................................................................................ 35 1.5.3 Network segment ................................................................................................ 36 1.5.4 Service segment .................................................................................................. 38 2 Market forecasts and trends .............................................................................................. 39 STRATEGICM2M RESEARCH RESEARCH SERIES SERIES i INDEX THE BIKE AND SCOOTERSHARING TELEMATICS MARKET 2.1 Bikesharing market forecasts .................................................................................... 40 2.1.1 Bikesharing in Europe ......................................................................................... 42 2.1.2 Bikesharing in North America ............................................................................. 43 2.1.3 Bikesharing in Rest of World ............................................................................... 45 2.1.4 Bikesharing technology vendor market shares .................................................. 46 2.2 Scootersharing market forecasts .............................................................................. 48 2.2.1 Scootersharing in Europe ................................................................................... 50 2.2.2 Scootersharing in North America ........................................................................ 51 2.2.3 Scootersharing in Rest of World ......................................................................... 52 2.2.4 Scootersharing service providers ....................................................................... 53 2.3 Regulatory environment ............................................................................................ 55 2.4 Market trends and industry observations .................................................................. 61 2.4.1 Micromobility is becoming increasingly integrated with other mobility services 61 2.4.2 Micromobility and public transport ecosystems to converge ............................. 62 2.4.3 Cities will embrace various types of micromobility ............................................. 62 2.4.4 Micromobility operators to develop and use more ruggedized vehicles ............ 62 2.4.5 Scooter manufacturers add embedded telematics ............................................ 63 2.4.6 Telecoms industry players bet on micromobility services .................................. 65 2.4.7 Micromobility becomes a popular means to reduce corporate mobility costs .. 65 2.4.8 New players appear in the micromobility value chain ........................................ 65 2.4.9 Pace of M&A activity increases as the market reaches a consolidation phase .. 66 3 Micromobility operators ..................................................................................................... 69 3.1 Specialist micromobility operators ............................................................................ 70 3.1.1 Blinkee.city .......................................................................................................... 71 3.1.2 CityBee ................................................................................................................ 71 3.1.3 Grow (Grin and Yellow) ....................................................................................... 72 3.1.4 Helbiz ................................................................................................................... 72 3.1.5 Hive (FREE NOW) ............................................................................................... 73 3.1.6 JUMP (Uber) ........................................................................................................ 74 3.1.7 Lime ..................................................................................................................... 76 3.1.8 Ojo (Last Mile Holdings) ...................................................................................... 78 3.1.9 Poppy .................................................................................................................. 79 ii M2MSTRATEGIC RESEARCH RESEARCH SERIES SERIES THE BIKE AND SCOOTERSHARING TELEMATICS MARKET INDEX 3.1.10 Scoot Networks (Bird) ......................................................................................... 80 3.1.11 Yulu ...................................................................................................................... 80 3.2 Specialist bikesharing operators ............................................................................... 81 3.2.1 Anywheel ............................................................................................................. 83 3.2.2 Bond Mobility ...................................................................................................... 83 3.2.3 Call a Bike by DB Connect .................................................................................. 84 3.2.4 Clear Channel ...................................................................................................... 84 3.2.5 CycleHop (HOPR) ............................................................................................... 85 3.2.6 Docomo Cycle ..................................................................................................... 86 3.2.7 Donkey Republic ................................................................................................. 87 3.2.8 Freebike ............................................................................................................... 89 3.2.9 Hello Global (Hellobike) ...................................................................................... 90 3.2.10 JCDecaux (Cyclocity) .......................................................................................... 91 3.2.11 Meituan Bike (Mobike) ........................................................................................ 93 3.2.12 Motivate (Lyft) ...................................................................................................... 96 3.2.13 Nextbike............................................................................................................... 97 3.2.14 Ofo ....................................................................................................................... 98 3.2.15 SG Bike...............................................................................................................