スマート＆シェアードモビリティにおける主要自動車メーカーの戦略

当レポートでは、主要自動車メーカーによるスマート＆シェアードモビリティ戦略を調査し、シェアード&スマートモビリティサービスの将来の促進要因、主要各社の戦略、主要地域・国における動向などをまとめています。

目次

第1章 シェアードモビリティの競合状況

• シェアード&スマートモビリティサービスにおける競合情勢・自動車メーカーの提供製品
• 金融サービス&モビリティ部門からの自動車メーカーの収益
• 自動車メーカーによるモビリティスタートアップへの110億米ドル以上の投資
• 2020-21年のモビリティ関連の主要な提携：進化する環境
• シェアードモビリティの新しい最前線
• シェアードサービスを含む新しいモビリティ：さらに1.5兆ドルの機会を提供

第2章 シェアード&スマートモビリティサービスの将来を形成する促進要因・動向

• シェアード&スマートモビリティサービスの分類・定義
• デジタル化、都市化、持続可能性による消費者の需要の変化
• COVID-19による自動車メーカーのオンライン自動車販売戦略・デジタル販売チャネルの再考
• スマートモビリティの実現技術

第3章 シェアード&スマートモビリティにおける自動車メーカーの戦略

• Audi
• BMW Group
• Daimler: Mercedes-Benz
• Ford
• General Motors
• Honda
• Hyundai-KIA
• Jaguar Land Rover
• Porsche
• Renault-Nissan-Mitsubishi Alliance
• Stellantis: ex-FCA & PSA Group
• Tesla Motors
• Toyota Motors: Lexus and Toyota
• Volvo
• Volkswagen

第4章 中国、ドイツ、カリフォルニア、インドにおけるコネクテッド、自動、シェアード、電化モビリティ

• 主要地域におけるMaaSの成熟度：サマリー
• 中国のスマートモビリティ
• ドイツにおけるスマートモビリティの現状・展望
• 米国カリフォルニア州におけるスマートモビリティの現状・展望
• 北米・欧州のカーシェアリング
• インドのシェアードモビリティ

Learn about the leadership status of players in Shared, Autonomous & Connected Mobility

• Learn about the strategies and roadmaps of leading carmakers in ride-hailing, car-sharing, micro-mobility, EV charging among other business models.

• Understand how the dynamics of Mobility-as-a-Service will evolve by 2030 in China, Europe and the USA.

• Understand how carmakers are positioned in Smart and Shared Mobility across 10 business models:

• 1. B2C & P2P car-sharing, free-float and station-based

• 2. Taxi / P2P ride-hailing, incl. electrified fleets

• 3. Automated Mobility On Demand (AMOD_ / robotaxis

• 4. Micro-Mobility (e-bikes, e-scooters, other)

• 5. Multi-modal transport (e.g. Moovel)

• 6. Connected parking (e.g. Park Now)

• 7. Electric vehicle charging, such as VW's Elli

• 8. Online car sales and subscription services

• 9. Urban Air Mobility investments & strategies

• 10. Other Aftersales services (e.g., predictive maintenance, battery swapping, etc.

Online car purchases fuelled by e-commerce rise, enabling tech for a better shopping experience & COVID-19 impact.

The pandemic is pushing carmakers and auto dealerships to rethink their digital retail channels and accelerate their online e-commerce offerings.

At the same time, COVID-19 is acting as a catalyst for more consumers to turn to online purchases including vehicle sales. According to McKinsey's recent survey, consumers are now more interested in contactless shopping services and among them, more than two-thirds of the younger consumers prefer online car shopping instead of visiting dealerships.

Online share of total retail sales historically rises as an increasing proportion of consumers tends to search, compare and eventually shop online.

The challenges and the purchasing criteria of today's connected customers evolve continuously and differ from previous times. Product specification, device interoperability.

Connectivity, Content/service availability affect personalised shopping experiences.

In this direction, major carmakers have recently started collaborating with digital retail providers in order to digitalise their sales platform (and/or their dealerships platforms) and enhance consumers' accessibility to online vehicle sales.

A recent example is Tekion's EV-focused retail software for General Motors' dealers. Tekion will provide GM dealers with its retail management software that will make it easier to purchase Chevy, Cadillac, Buick or GMC EVs.

Car sharing and ride sharing are two of the forms of transportation 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.

Daimler's with Car2Go leads B2C Car sharing and in 2019 announced a deeper strategy shift to focus on mobility with its restructuring. Also, it has announced an alliance with BMW Group to merge their business units and offer customers a single source of urban mobility. Each company will hold 50% of the new joint venture.

Table of Contents

1. The State of Competition in Shared Mobility

• 1.1. Competitive Landscape & Carmaker Offerings in Shared & Smart Mobility Services
• 1.2. Carmaker Revenues from Financial Services & Mobility segments
• 1.3. $11+ billion of Investments by Carmakers in Mobility Startup
• 1.4. Key Partnerships in Mobility in 2020-21: the Evolving Landscape
• 1.5. New battlefronts in Shared Mobility
  • 1.5.1. Market growth in emerging markets
  • 1.5.2. The crucial role of China
• 1.6. New Mobility, incl. Shared services, presents an additional $1.5 trillion opportunity

2. Drivers & Trends Shaping the Future of Shared & Smart Mobility Services

• 2.1. Segmentation and Definitions of Shared & Smart Mobility Services
• 2.2. Consumer demands are shifting driven by Digitalization, urbanization & sustainability
• 2.3. Carmakers rethink their Online Car Sales Strategies & Digital Sales Channels due to COVID-19
• 2.4. Enabling Technology for Smart Mobility
  • 2.4.1. Digitalization: Connectivity, Big data, Cloud
  • 2.4.2. The role of blockchain for Security & Privacy in Mobility Services
  • 2.4.3. Autonomous Driving, Software & AI

3. Carmakers' Strategies in Shared & Smart Mobility

• 3.1. Audi
  • 3.1.1. Audi's Car Sales 2015-2020 & Revenues 2019-2020
  • 3.1.2. Audi's Vision in Mobility, incl. Autonomous, Electric and Shared Mobility
  • 3.1.3. Investments related to Smart Mobility & key partnerships
  • 3.1.4. Assessment of Mobility Service Portfolio
• 3.2. BMW Group
  • 3.2.1. BMW Group's Car Sales & Revenues 2015-2020
  • 3.2.2. Vision, incl. Autonomous, Electric and Shared Mobility
  • 3.2.3. Investments related to Smart Mobility from iVentures & key partnerships
  • 3.2.4. Assessment of Mobility Service Portfolio
• 3.3. Daimler: Mercedes-Benz
  • 3.3.1. Vision
  • 3.3.2. Investments related to Smart Mobility & key partnerships
  • 3.3.3. Assessment of Mobility Service Portfolio
• 3.4. Ford
  • 3.4.1. Vision
  • 3.4.2. Investments related to Smart Mobility & key partnerships
  • 3.4.3. Assessment of Mobility Service Portfolio
• 3.5. General Motors
  • 3.5.1. Vision
  • 3.5.2. Investments related to Smart Mobility & key partnerships
  • 3.5.3. Assessment of Mobility Service Portfolio
• 3.6. Honda
  • 3.6.1. Vision
  • 3.6.2. Investments related to Smart Mobility & key partnerships
  • 3.6.3. Honda's Mobility Service Portfolio
• 3.7. Hyundai-KIA
  • 3.7.1. Vision
  • 3.7.2. Mobility Service Portfolio
• 3.8. Jaguar Land Rover
• 3.9. Porsche
• 3.10. Renault-Nissan-Mitsubishi Alliance
• 3.11. Stellantis: ex-FCA & PSA Group
• 3.12. Tesla Motors
• 3.13. Toyota Motors: Lexus and Toyota
  • 3.13.1. Investments related to Smart Mobility & key partnerships
  • 3.13.2. Toyota's Mobility Service Portfolio
• 3.14. Volvo
  • 3.14.1. Vision: "Freedom to Move" & all electric by 2030
  • 3.14.2. Assessment of Volvo's Strategy & Service Portfolio
• 3.15. Volkswagen
  • 3.15.1. Vision: MOIA subsidiary
  • 3.15.2. Investments related to Smart Mobility & key partnerships
  • 3.15.3. Assessment of Mobility Service Portfolio

4. Connected, Autonomous, Shared & Electrified Mobility in China, Germany, California & INDIA

• 4.1. Summary of Maturity of MaaS across major geographies
• 4.2. Smart Mobility in China
  • 4.2.1. Urbanization & environmental policy shape new Mobility Needs in China
  • 4.2.2. MaaS Regulation in China: NEVs & ICVs at the centre of Gov.'s policy
  • 4.2.3. DiDi "monopolizes" the booming Ride-hailing industry
  • 4.2.4. Deployment of Lv.4 Autonomous Robotaxi accelerating in China in 2021
  • 4.2.5. Low adoption of Car-sharing in China
  • 4.2.6. The limited EV charging network hinders MaaS adoption
  • 4.2.7. Bike-Sharing popularity have slowed down recently
• 4.3. The Status & Outlook of Smart Mobility in Germany
  • 4.3.1. Germany's car-sharing market rebounded in 2021 driven by free-floating
    • The Impact of Carsharing on Car Ownership in German Cities (2016)
  • 4.3.2. Micro-mobility: Bike Sharing
  • 4.3.3. Scooter sharing dominated by six major players
  • 4.3.4. Germany's EV Charging network doubled in 2020
  • 4.3.5. Urban Air Mobility coming to Germany cities
• 4.4. The Status & Outlook of Smart Mobility in California, USA
  • 4.4.1. Mobility Challenges in California
  • 4.4.2. Ride-Sharing market in California: Uber & Lyft
  • 4.4.3. Car-sharing/P2P car sharing projects
  • 4.4.4. Car subscription models in California
  • 4.4.5. Micro-mobility
  • 4.4.6. Automated Driving & Autonomous Deliveries
  • 4.4.7. EV charging infrastructure and business models in the USA
  • 4.4.8. Three Key players in Smart Parking in California
• 4.5. Car sharing in North America vs. Europe
• 4.6. Shared Mobility in India