モビリティの未来：Mobility-as-a-ServiceからLifestyle-as-a-Serviceへの変革

世界の共有モビリティ市場の収益機会は、公共交通機関などの従来のモビリティモードと今後10年間に見られるであろう自律型・未来型のモビリティモードを考慮すると、2兆5,000億米ドルを超えると予想されます。

当レポートでは、世界の共有モビリティについて調査分析し、主要なビジネスモデルや動向、成長機会などを提供しています。

目次

戦略的必須要件

• 成長がますます困難になっているのはなぜか?
• The Strategic Imperative 8（TM）
• 上位3つの戦略的必須要件がモビリティの未来に与える影響
• 成長機会がGrowth Pipeline Engine（TM）を促進

成長機会の分析

• 成長促進要因
• 成長抑制要因
• モビリティモードへ影響を与えるモビリティ需要の変化
• 2040年までにモビリティ行動の変化を促進する3つの柱
• 行動の変化1：郊外への人口移動
• 行動の変化2：アクティブな移動手段の選好
• 都市インフラの変化1：都市の介入
• 都市インフラの変化2：モビリティハブの導入
• 技術の変化1：4G/5G技術の浸透
• 技術の変化2：フリート管理のためのインテリジェントMLおよびAI技術

共有モビリティ：現在のビジネスモデル

• 共有モビリティ：現在と2040年
• 都市情勢の変化：15分の都市
• パンデミック後の従業員のモビリティニーズ
• 共有モビリティの主要ビジネスモデルと動向

共有モビリティ：将来のビジネスモデル

• 将来の共有モビリティビジネスモデル
• 将来の共有モビリティビジネスモデル：タイムライン
• 将来の共有モビリティビジネスモデル
• 将来の共有モビリティモデル1：自動運転シャトル
• 将来の共有モビリティモデル2：ロボタクシー
• 将来の共有モビリティモデル3：自律型モジュラートランスポート
• 将来の共有モビリティモデル4：eVTOL
• 将来の共有モビリティモデル5：リニアモーターカー
• 将来の共有モビリティモデル6：自律型マイクロモビリティ
• 将来の共有モビリティモデル7：ハイパーループ
• 将来の共有モビリティモデル8：準軌道旅行

モビリティの柱の収束

• 収束の5つのレイヤー
• インフラストラクチャの統合
• 技術の融合
• 利害関係者者の収束
• Super MaaSアプリサービスの融合
• ライフスタイルの選択肢とモビリティの融合

ビジョン2040都市

• 未来都市ビジョン2040
• 未来都市のモビリティオペレーティングシステム

成長機会の領域

• 成長機会1：データ転送/共有プロトコルの標準化
• 成長機会2：近隣の利害関係者を惹きつけるエコシステムの拡大
• 成長機会3：AIとVRからの付随的な収益源

Visionary Perspective on Rapid Multimodal Transportation Until 2040

Driven by behavioral, city-related, or technologies trends, shared mobility is set to generate several opportunities.

Technology has changed the way people move from point A to point B, over the last decade. Transportation services have become more connected and shareable with the rise of platform apps. Over the next decade, this technology-led transformation will bring about profound changes in how people commute or travel.

The overall revenue opportunity from the shared mobility market is expected to be exceed 2.5 trillion, taking into consideration traditional mobility modes including public transport and autonomous and futuristic mobility modes that we are likely to see in the next decade. Mobility is going to change-in the form of vehicles, in the form of new infrastructure, and in the form of value-added services which we will experience. While journey in the future is expected to become more connected, it is set to get more personalized as well. Consumers want more accurate and tailor-made experiences in the digital space. Just as eCommerce companies have been able to analyze vast volumes of shopping data to generate suggestions and offer discounts, the mobility space is also looking to harness this data to create a more personalized travelling experience.

In this research service, Frost & Sullivan analyzes key business models that are likely to to shape the shared mobility market until 2040. We have looked at how various parameters, such as technology, services, and stakeholders, have to come together to help cities achieve the future they envisioned. The growth opportunities are numerous and ever changing; this study documents the most important growth opportunities in the shared mobility space.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Future of Mobility
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints
• Changing Mobility Demand to Influence Mobility Modes
• 3 Pillars that will Drive Change in Mobility Behavior Until 2040
• Behavioral Changes 1: Population Movement to Suburbs
• Behavioral Changes 2: Preference for Active Modes of Travel
• City Infrastructure Changes 1: City Interventions
• City Infrastructure Changes 2: Mobility Hubs Pilot
• Technology Changes 1: Penetration of 4G/5G Technologies
• Technology Changes 2: Intelligent ML and AI Technologies for Fleet Management

Shared Mobility: Current Business Models

• Shared Mobility: Now vs. 2040
• City Landscape Changing: 15-minute City
• Post-pandemic Mobility Needs of Employees
• Top Shared Mobility Business Models and Trends

Shared Mobility: Future Business Models

• Future Shared Mobility Business Models
• Future Shared Mobility Business Models: Timelines
• Future Shared Mobility Business Models,
• Future Shared Mobility Model 1: Autonomous Shuttles
• Future Shared Mobility Model 2: Robotaxis
• Future Shared Mobility Model 3: Autonomous Modular Transport
• Future Shared Mobility Model 4: eVTOL
• Future Shared Mobility Model 5: Maglev
• Future Shared Mobility Model 6: Autonomous Micromobility
• Future Shared Mobility Model 7: Hyperloop
• Future Shared Mobility Model 8: Suborbital Travel

Convergence of Mobility Pillars

• 5 Layers of Convergence
• Convergence of Infrastructure
• Convergence of Technologies
• Convergence of Stakeholders
• Convergence of Services through a Super MaaS App
• Convergence of Lifestyle Choices and Mobility

Vision 2040 City

• Vision 2040 of a Future City
• Mobility Operating Systems of a Future City

Growth Opportunity Universe

• Growth Opportunity 1: Standardization of Data Transfer/Sharing Protocols
• Growth Opportunity 1: Standardization of Data Transfer/Sharing Protocols (continued)
• Growth Opportunity 2: Expansion of Ecosystem to Appeal to Adjacent Stakeholders
• Growth Opportunity 2: Expansion of Ecosystem to Appeal to Adjacent Stakeholders (continued)
• Growth Opportunity 3: Ancillary Revenue Streams from AI and VR
• Growth Opportunity 3: Ancillary Revenue Streams from AI and VR (continued)
• List of Exhibits
• Legal Disclaimer