ラテンアメリカのマイクロモビリティ市場の課題と機会：将来予測 (2025年まで)

ラテンアメリカ諸国の大都市でも近年、共有型マイクロモビリティの人気が高まっており、メキシコシティやブエノスアイレス、サンティアゴなどで2010年より導入されています。温室効果ガス削減や自動車の利用制限に取り組んでいる各国政府にも支えられて、共有型マイクロモビリティは今後も更に発展する見通しです。2019年後半には、ラテンアメリカの主要都市で合計59,500台のバイクシェア用自転車が稼働していますが、その数は今後6.6%のCAGRで増加する見通しです。

当レポートでは、世界の共有型 (シェアード) マイクロモビリティ - バイクシェア (自転車共有サービス)、スクーターシェア (スクーター共有サービス) - の市場について分析し、市場の基本構造や主な成長要因、市場規模の動向見通し (今後5年間分)、分野別・地域別の詳細動向、今後の市場成長の機会などについて調査しております。

目次

戦略的課題

成長機会の分析

• ラテンアメリカの共有型マイクロモビリティ市場：概要
• 共有型マイクロモビリティ市場の内訳
• 主要企業
• 主な成長指標
• 市場成長の促進要因
• 市場成長の制約要因
• 市場予測の前提条件
• 運用中のフリート台数・市場収益額の予測
• 市場収益額、予測値：分野別
• 市場収益額、予測値：地域別
• 競合環境
• 市場シェア：バイクシェア (自転車共有) サービス
• 市場シェア：スクーターシェアサービス
• 市場シェア分析

共有型マイクロモビリティ市場を左右する動向

• ラテンアメリカの共有型マイクロモビリティ市場に影響を及ぼす主な動向
• 市場動向 (1)：新型コロナウイルス感染症 (COVID-19) 感染拡大の影響
• 市場動向 (2)：アクティブモビリティのための新型の都市インフラ
• 市場動向 (3)：新しい共有型マイクロモビリティの技術
• 市場動向 (4)：新しい共有型マイクロモビリティのビジネスモデル
• 市場動向 (5)：マルチモダリティとMaaS (Mobility-as-a-Service) の統合
• 市場動向 (6)：モビリティパターンの変化
• 市場動向 (7)：配信アプリとの一体化
• 市場動向 (8)：企業用モビリティソリューションの台頭

バイクシェア市場の分析

• 主な分析結果
• 主な成長指標
• 運用中のフリート台数・市場収益額の予測
• 市場収益額、予測値：国別
• 運用中のフリート台数、予測値：国別
• 市場シェア分析
• 企業プロファイル・ケーススタディ - PBSC Urban Solutions
• ラテンアメリカの各都市でのバイクシェアシステム
• ラテンアメリカの都市における公営バイクシェアシステム
• ラテンアメリカの都市における民営バイクシェアシステム

スクーターシェア市場の分析

• 主な分析結果
• 主な成長指標
• 運用中のフリート台数・市場収益額の予測
• 市場収益額、予測値：国別
• 運用中のフリート台数、予測値：国別
• 市場シェア分析

成長機会

• 成長機会：改良型技術と戦略的提携による、既存の共有型マイクロモビリティ・エコシステムの崩壊

次のステップ

付録

Future Growth Potential and Revenue Streams to be Driven by Socioeconomic Impacts of the COVID-19 Pandemic on Mobility Patterns, New Technologies and Business Models

The globally ongoing revolution in mobility technology and business model innovations will disrupt urban ecosystems, changing the way people, goods, and information are transported and localized within cities. In recent years, shared micromobility services, such as dockless scooters and bikesharing systems, have become increasingly popular across Latin American cities. Both local governments and private operators have been driving this market through various innovative business models and technological solutions adapted to the specific complexities of Latin American urban dynamics. The first bike-sharing systems were introduced in Latin America early in 2010, in Mexico City and Buenos Aires. However, those beta test systems were relatively rudimentary in terms of technology as well as operative efficiency. As years passed, more and more public systems were inaugurated across the region, and notable participants (operators, technology suppliers, or both together) positioned themselves in the fast growing shared micromobility market. The implementation of policies to incentivize active mobility has intrinsic objectives of diminishing private car usership, mitigating the negative effects of greenhouse gas emissions, promoting healthier lifestyles, and a general compact and highly efficient and resilient urban design. Many cities such as Santiago or Mexico City have made enormous progress in developing a mature and competitive micromobility service ecosystem. In late 2019, there were more than 59.5 thousand bikesharing units in operation in Latin American cities, operated by more than 30 companies. Moreover, there were 11 recently introduced shared scooter operators available in dozens of cities, with an estimated fleet in excess of 36.5 active devices.

This research service examines the challenges and opportunities in the operation of shared micromobility services in the region. Many companies across the region have been facing substantial restraints for the development of their activities. Some of these are: the overall vulnerability of some business models, lack of profitability, stringent and inefficient municipal regulations, vandalism and theft impacting asset safety, and the devastating short-term impacts of COVID-19 lockdown measures in early 2020. There was a 31.6% fall in revenue from the bikesharing market and a 74.9% decline in shared scooter service market revenue, with many operators leaving the market. However, in the mid term, this research service has identified considerable growth opportunities for the overall shared micromobility market in LATAM, driven by market innovations, changes in mobility habits and transport modal choice behavior, and the vacant demand left after the 2020 COVID-19 crisis. By 2025, market revenue is expected to grow at 6.6% CAGR for the bikesharing market with in excess of 127 thousand units in operation, and at 25.4% CAGR for the shared scooter market that is expected to have more than 100 thousand units in operation.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of Strategic Imperative 8™ on the Shared Micromobility Market
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Latin American Shared Micromobility Market Overview
• Shared Micromobility Market Segmentation
• Key Competitors in the LATAM Shared Micromobility Market
• Key Growth Metrics for the Shared Micromobility Market
• Growth Drivers for the Shared Micromobility Market
• Growth Restraints in the Shared Micromobility Market
• Forecast Assumptions
• Fleet in Operation and Revenue Forecast-Shared Micromobility Market
• Revenue Forecast Discussion-Shared Micromobility Market
• Revenue Forecast by Segment-Shared Micromobility Market
• Revenue Forecast by Region-Shared Micromobility Market
• Revenue Forecast Analysis by Region-Shared Micromobility Market
• Competitive Environment-Shared Micromobility Market
• Market Share-Bike-sharing Service
• Market Share-Shared Scooter Service
• Market Share Analysis

Trends Impacting the Shared Micromobility Market

• Main Trends Impacting the LATAM Bike Sharing Market
• Trend 1-Impact of the COVID-19 Pandemic
• Trend 2-New Urban Infrastructure for Active Mobility
• Trend 3-New Shared Micromobiltiy Technologies
• Trend 4-New Shared Micromobiltiy Business Models
• Trend 5-Multimodality and Mobility-as-a-Service Integration
• Trend 6-Changing Mobility Patterns
• Trend 7-Delivery App Integration
• Trend 8-Rise of Corporate Mobility Solutions

Bikesharing Market Analysis

• Key Findings-BikeSharing Market
• Key Growth Metrics for the Bikesharing Market
• Revenue and Fleet in Operation Forecast-Bikesharing Market
• Forecast Discussion-Bike Sharing Market
• Revenue Forecast by Country-Bikesharing Market
• Fleet in Operation Forecast by Country-Bikesharing Market
• Market Share Analysis-Bikesharing Market
• Market Share Analysis-Bikesharing Market (continued)
• Company Profile Case Study-PBSC Urban Solutions
• Bike-sharing Systems Across Latin American Cities
• Public Bike-sharing Systems in LATAM Cities
• Private Bike-sharing Systems in LATAM Cities

Shared Scooter Market Analysis

• Key Findings-Shared Scooter Market
• Key Growth Metrics-Shared Scooter Market
• Revenue and Fleet in Operation Forecast-Shared Scooter Market
• Forecast Discussion-Shared Scooter Market
• Revenue Forecast by Country-Shared Scooter Market
• Fleet in Operation Forecast by Country-Shared Scooter Market
• Market Share Analysis-Shared Scooter Market
• Market Share Analysis-Shared Scooter Market (continued)

Growth Opportunities

• Growth Opportunity: Disrupting the Existing Shared Micromobility Ecosystem by Enhanced Technology and Strategic Partnering
• Growth Opportunity: Disrupting the Existing Shared Micromobility Ecosystem by Enhanced Technology and Strategic Partnering (continued)

Next Steps

• Your Next Steps
• Why Frost, Why
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer

Appendix

• Acronyms and Abbreviations