アジアにおける電動二輪車の新興企業、2023年：Frost Radar

気候変動は、世界中の政府や産業界にとって最大の関心事です。二酸化炭素排出量の増加により、自動車の電動化をはじめとする対策が急務となっています。

アジアでは、交通の便の良さやメンテナンスの手間を考えると、二輪車が一般的な移動手段となっています。実際、アジアはスクーターと二輪車の世界最大の市場であり、中国（2021年販売台数約1,700万台）とインド（2021年販売台数約1,400万台）が需要をリードしています。

当レポートでは、アジアにおける電動二輪車市場について調査し、市場の概要とともに、戦略的インペラティブ、成長の機会などを提供しています。

目次

戦略的インペラティブと成長環境

• 戦略的インペラティブ
• 成長環境

フロストレーダー（TM）

• Frost Radar（TM）：アジアにおける電動二輪車の新興企業
• Frost Radar（TM）：競合環境

活躍企業

• Ather Energy
• Evoke Motorcycles
• Gesits
• Gogoro
• Niu Technologies
• Okinawa Autotech
• Ola Electric
• Selex Motors
• VinFast
• Vmoto Soco
• Volta Indonesia

戦略的洞察

• 戦略的洞察

次のステップ：Frost Radar（TM）を活用して主要な利害関係者に力を与える

• Frost Radar（TM）に参加する意義
• Frost Radar（TM）がCEOの成長チームを強化
• Frost Radar（TM）が投資家に力を与える
• Frost Radar（TM）が顧客に力を与える
• Frost Radar（TM）が取締役会に力を与える

Frost Radar（TM）Analytics

• Frost Radar（TM）：将来の成長ポテンシャルのベンチマーク
• Frost Radar（TM）：将来の成長ポテンシャルのベンチマーク
• 免責事項

A Benchmarking System to Spark Companies to Action-Innovation that Fuels New Deal Flow and Growth Pipelines

Climate change remains a top concern for governments and industries around the world. Increasing levels of carbon emissions have created an urgent need for control measures including vehicle electrification.

Two-wheelers are a commonly used mode of transport in Asia considering their maneuverability through traffic and cost efficiency in terms of maintenance. In fact, Asia is the largest market in the world for scooters and motorcycles with China (about 17 million sales in 2021) and India (about 14 million sales in 2021) leading the demand. China is the largest manufacturer and distributor of electric two-wheelers, and India is home to well-known producers of conventional internal combustion engine vehicles including Hero MotoCorp, TVS Motors, Bajaj Auto, and Royal Enfield.

Several developments are converging in the electric two-wheeler industry's favor. They include government incentives for the manufacture, purchase, or use of electric vehicles; growing public and corporate concerns about pollution and climate change; battery technologies that are becoming better and less expensive; and more battery charging options. Start-ups have had a strong influence on technological advancements and have gained first-mover advantages over established two-wheeler manufacturers that only recently entered or have yet to enter the electrification arena.

As the electric two-wheeler industry evolves, joint ventures and partnerships will create lucrative growth opportunities. Collaborations between leading global companies and local vehicle manufacturers and sellers, battery producers, charging operators, and mobile app aggregators (including shared mobility and battery subscription services) would introduce start-ups to the international networks, best practices, and financial backing they need for long-term success. The larger entities would benefit from access to innovative technologies and local market knowledge.

Frost & Sullivan in this Frost RadarTM has evaluated 11 electric two-wheeler start-ups that have made a mark in Asia with their products, use of technology, or collaborations. The Frost Radar™ reveals the market positioning of companies in an industry using their Growth and Innovation scores as highlighted in the Frost Radar™ methodology. The document presents competitive profiles on each of the companies in the Frost Radar™ based on their strengths, opportunities, and a small discussion on their positioning. Frost & Sullivan analyzes numerous companies in an industry and benchmarks them across 10 criteria on the Frost Radar™, where the leading companies in the industry are then positioned.

Table of Contents

Strategic Imperative and Growth Environment

• Strategic Imperative
• Growth Environment
• Growth Environment (continued)

Frost Radar™

• Frost Radar™: Electric Two-wheeler Start-ups in Asia
• Frost Radar™: Competitive Environment
• Frost Radar™: Competitive Environment (continued)
• Frost Radar™: Competitive Environment (continued)

Companies to Action

• Ather Energy
• Evoke Motorcycles
• Gesits
• Gogoro
• Niu Technologies
• Okinawa Autotech
• Ola Electric
• Selex Motors
• VinFast
• Vmoto Soco
• Volta Indonesia

Strategic Insights

• Strategic Insights

Next Steps: Leveraging the Frost Radar™ to Empower Key Stakeholders

• Significance of Being on the Frost Radar™
• Frost Radar™ Empowers the CEO's Growth Team
• Frost Radar™ Empowers Investors
• Frost Radar™ Empowers Customers
• Frost Radar™ Empowers the Board of Directors

Frost Radar™Analytics

• Frost Radar™: Benchmarking Future Growth Potential
• Frost Radar™: Benchmarking Future Growth Potential
• Legal Disclaimer