カーシェアリング向けテレマティクス市場　第6版

Berg Insight（ベルグインサイト）「カーシェアリング向けテレマティクス市場　第6版 – The Carsharing Telematics Market – 6th Edition」は世界のカーシェアリングテレマティクス市場を調査し、市場概要、自動車メーカなど関連企業・団体情報、2027年までの市場予測などを提供します。

当レポートの特長

• 市場のトップ企業のエグゼクティブとのインタビューからの洞察
• 世界のカーシェアリングフリートと会員に関する最新データ
• カーシェアリング向けテレマティクスのバリューチェーンと主要用途の包括的概観
• 市場動向と重要動向に関する詳細な分析
• カーシェアリングプラットフォームベンダ35社の企業情報と課題
• 2027年までの地域別市場予測

主な掲載内容

• エグゼクティブサマリー
• 自動車および個人向けモビリティサービス
• 自動車メーカのモビリティサービス構想
• カーシェアリング団体
• 技術ベンダ
• 市場予測と動向
  • カーシェアリング市場予測
  • カーシェアリングテレマティクス分野でのM&A
  • 市場動向

Report Overview

The Carsharing Telematics Market is the sixth strategy report from Berg Insight analysing the latest developments on this market worldwide including a comprehensive overview of the carsharing telematics value chain covering 35 carsharing platform vendors and 68 carsharing initiatives from specialist CSOs and car OEMs. This strategic research report provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

What are the latest developments on the carsharing market? Berg Insight estimates that global carsharing membership will grow at a CAGR of 16.9 percent from 123.4 million at the end of 2022 to 269.4 million by 2027. This report explains all segments including station-based and free floating public carsharing as well as corporate carsharing. Get up to date with the latest information about carsharing organisations, vendors, products and markets.

Highlights from the report

• Insights from 30 executive interviews with market leading companies.
• New data on carsharing fleets and members worldwide.
• Comprehensive overview of the carsharing telematics value chain.
• In-depth analysis of market trends and key developments.
• Detailed profiles of 35 carsharing platform vendors and their propositions.
• Case studies of 68 carsharing initiatives from specialist CSOs, car rental companies and car OEMs.
• Market forecasts by region lasting until 2027.

Executive Summary

The public carsharing fleet reached 575,000 vehicles worldwide in 2022

Passenger cars and light trucks are the main modes of transportation in most industrialised countries. The vast majority of car trips in metropolitan areas are drive-alone trips with only one person in the car and vehicles are used for only about one hour per day on average. Carsharing is one of many car-based mobility services that have become available for people that want to complement other modes of transportation with car-based mobility occasionally. Examples of other car-based mobility services include traditional car rental, carpooling, ridesharing, taxi and ridesourcing services. Many of these mobility services aim to decrease the cost of car-based transportation, create convenience through fewer ownership responsibilities, as well as reduce congestion and environmental impact.

Carsharing is a decentralised car rental service focusing on short term rentals that supplements other modes of transport including walking, cycling and public transport. Carsharing aims to provide an alternative to individual car ownership without restricting individual mobility by providing affordable access to cars. CarSharing Organisations (CSOs) offer members access to a fleet of shared cars from unattended self-service locations. Today, most CSOs use station-based networks with roundtrip rental. This operational model requires members to return a vehicle to the same designated station from which it was accessed. Some CSOs have also started to offer one-way carsharing that enables users to return the car to any station operated by the CSO. Another model that is rapidly gaining in popularity is free floating carsharing, which enables members to pick up and drop off cars anywhere within a designated area. The ability to access available cars instantly without prior booking and no need to schedule return time make this type of service attractive for short trips.

Telematics systems and smartphones are key enablers of carsharing services. In-car hardware technologies for carsharing services comprise an on-board computer, telematics device and RFID reader for capturing trip data, enable fleet management and grant access to the car through an RFID smartcard or smartphone app. An in-vehicle user terminal with keypad and display may also be installed to provide the driver with visible messages and guidance, as well as allow management of reservations from within the vehicle. Software platforms include complete IT systems that can support all the operational activities of a CSO ranging from management of in-vehicle equipment, fleet management, booking management, billing, as well as operations supervision via dashboards and data analytics. Leading vendors of hardware and software platforms include Invers, Convadis, Continental, OCTO Telematics, Humax, Vulog, Ridecell, Optimum Automotive Group, Mobility Tech Green, Targa Telematics and Glide.io. Several carsharing technology vendors also target the emerging corporate carsharing market that aims to increase corporate car pool availability and reduce mobility costs.

Commercial carsharing services are offered by specialist carsharing companies, car rental companies, carmakers, as well as public transport operators. Examples of leading CSOs backed by carmakers include Free2Move (owned by Stellantis), Volvo On Demand (owned by Volvo Cars), Zity (partly owned by Renault), Wible (owned by Kia) and Kinto Share (owned by Toyota). Car rental CSOs include Ubeeqo (owned by Europcar Mobility Group), Green Car (owned by Lotte Rental), Sixt Share (owned by Sixt) as well as Zipcar (owned by Avis Budget Group). Examples of specialised CSOs include Times Car Plus (owned by the Japanese parking lot operator Park 24), Socar in South Korea, EvCard and Liandong Cloud in China, Enjoy (owned by the Italian energy company Eni), Mobility Carsharing in Switzerland, Miles, Stadtmobil and Cambio in Germany, Citiz in France, Communauto in Canada and GoGet in Australia.

The carsharing market is currently in a growth phase which is expected to continue in the coming years. The Covid-19 pandemic only temporarily affected the market which has recovered in full speed in the last years. Berg Insight estimates that the total number of carsharing members worldwide reached 123.4 million at the end of 2022. At the same time, the total carsharing fleet had reached about 575,000 vehicles. Berg Insight forecasts that carsharing membership will grow to about 269.4 million globally by the end of 2027 and the total carsharing fleet will then reach approximately 979,000 cars. The corporate carsharing telematics market is moreover estimated to 110,000 vehicles at year-end 2022 and is forecasted to reach about 221,000 vehicles in 2027. Europe and Asia-Pacific represent the majority of all carsharing programmes and active members from an international perspective. The front-running markets include Germany, Italy, Poland, the Netherlands, France, South Korea, China and Japan.

Table of Contents

Executive Summary

1 Cars and Personal Mobility Services
1.1 Introduction
1.1.1 Passenger cars in use by region
1.1.2 New passenger car registration trends
1.2 Market trends
1.2.1 Peak car use and car ownership
1.2.2 The sharing economy
1.3 Car-based mobility services
1.3.1 Overview of carsharing services
1.3.2 Carsharing operational models
1.4 Carsharing services worldwide
1.4.1 Carsharing in Europe
1.4.2 Carsharing in North America
1.4.3 Carsharing in Asia-Pacific
1.4.4 Carsharing in ROW
1.4.5 Overview of carsharing service providers
1.5 Car telematics infrastructure
1.5.1 Vehicle segment
1.5.2 Tracking segment
1.5.3 Network segment
1.5.4 Service segment

2 Car OEM Mobility Service Initiatives

2.1 Mobility projects and services from Ford
2.2 Hyundai Motor Group carsharing and mobility programmes
2.3 Nissan carsharing services
2.4 Stellantis
2.4.1 Free2Move
2.4.2 Share Now
2.5 Renault Group’s carsharing initiatives
2.6 Toyota mobility services platform and Kinto services
2.6.1 Kinto
2.7 Mobility concepts from the Volkswagen Group
2.8 Volvo On Demand

3 Carsharing Organisations

3.1 Specialist carsharing companies in Europe
3.1.1 4Mobility
3.1.2 Autonapůl
3.1.3 Beast
3.1.4 Bolt Drive
3.1.5 Cambio
3.1.6 Citiz
3.1.7 CityBee
3.1.8 Co-Wheels
3.1.9 Enjoy
3.1.10 Flinkster
3.1.11 GoCar
3.1.12 GreenMobility
3.1.13 Greenwheels
3.1.14 Hyre
3.1.15 Miles
3.1.16 Mobility Carsharing Switzerland
3.1.17 MOL Limo
3.1.18 Move About Group (OKQ8)
3.1.19 MyWheels
3.1.20 Panek
3.1.21 Poppy
3.1.22 Stadtmobil
3.1.23 Traficar
3.1.24 Voltio
3.1.25 Zity
3.2 Specialist carsharing companies in the Americas
3.2.1 Awto
3.2.2 BlueLA (Blink Mobility)
3.2.3 Communauto
3.2.4 Envoy Technologies
3.2.5 Evo Car Share
3.2.6 GIG CarShare
3.2.7 Keko
3.2.8 Modo
3.2.9 Turbi
3.3 Specialist carsharing companies in Asia-Pacific
3.3.1 BlueSG
3.3.2 Careco Car Sharing
3.3.3 EvCard
3.3.4 GoGet
3.3.5 GreenShareCar
3.3.6 Liandong Cloud
3.3.7 Mevo
3.3.8 Socar
3.4 Specialist carsharing companies in ROW
3.4.1 Carmine
3.4.2 Delimobil
3.4.3 Ekar
3.4.4 GoTo Global Mobility
3.4.5 iDrive
3.4.6 TikTak
3.4.7 Udrive
3.4.8 Yandex Drive
3.5 Car rental and leasing companies
3.5.1 Avis Budget Group and Zipcar
3.5.2 Enterprise Rent-A-Car and Enterprise CarShare
3.5.3 Europcar Mobility Group and Ubeeqo
3.5.4 Hertz
3.5.5 Lotte Rental and Green Car
3.5.6 ORIX Auto Corporation and ORIX CarShare
3.5.7 Sixt Group
3.5.8 Arval
3.5.9 ALD Automotive (Ayvens)
3.5.10 Leasys

4 Technology Vendors

4.1 End-to-end carsharing solutions
4.1.1 BMW Mobility Services
4.1.2 Geotab
4.1.3 Humax
4.1.4 IMS
4.1.5 Invers
4.1.6 Mobiag
4.1.7 Mobility Tech Green
4.1.8 MoboKey
4.1.9 OCTO Telematics
4.1.10 OpenFleet
4.1.11 Optimum Automotive Group
4.1.12 Targa Telematics
4.1.13 TomTom
4.1.14 Vulog
4.1.15 Webfleet
4.1.16 WeGo Carsharing
4.2 Carsharing software platforms
4.2.1 Atom Mobility
4.2.2 Cantamen
4.2.3 Eccocar
4.2.4 Fleetster (Next Generation Mobility)
4.2.5 Glide.io
4.2.6 Good Travel Software
4.2.7 Launch Mobility
4.2.8 Moqo
4.2.9 Ridecell
4.2.10 Wunder Mobility
4.2.11 Zemtu
4.3 In-vehicle systems
4.3.1 Astus
4.3.2 Bosch
4.3.3 Continental
4.3.4 Convadis
4.3.5 Kuantic
4.3.6 Liberkee (Huf Secure Mobile)
4.3.7 Ruptela
4.3.8 Teltonika

5 Market Forecasts and Trends

5.1 Carsharing market forecasts
5.1.1 Carsharing in the EU+EFTA+UK
5.1.2 Carsharing in North America
5.1.3 Carsharing in Asia-Pacific
5.1.4 Carsharing in ROW
5.1.5 Connected carsharing platform forecast
5.1.6 Corporate carsharing forecast
5.2 Mergers and acquisitions in the carsharing telematics space
5.3 Market trends
5.3.1 Carsharing is becoming increasingly integrated with other mobility services
5.3.2 Carsharing and public transport ecosystems to converge
5.3.3 Relationships with cities are becoming more important for CSOs
5.3.4 Electric cars are a natural fit for carsharing
5.3.5 Carsharing operators build wider ecosystems of partners
5.3.6 Free floating carsharing services on the rise
5.3.7 Hybrid station-based and free floating models show promise
5.3.8 Autonomous cars are expected to change the playing field for carsharing
5.3.9 Carsharing becomes a popular means to reduce corporate mobility costs
5.3.10 Carsharing operators introduce new pricing models
5.3.11 Last mile carsharing add-on services is emerging in Europe
5.3.12 Shared mobility operators are increasingly offering more similar services
5.3.13 Covid-19 affected the majority of carsharing operators only temporarily
5.3.14 Carsharing operators focus increasingly on profitability
5.3.15 Moving vehicles between different services improves utilisation rate

Glossary

List of Figures

Figure 1.1: Car parc by region (World 2015–2021) ………. 4
Figure 1.2: Passenger car density per 1,000 inhabitants (EU+EFTA+UK 2021) …. 5
Figure 1.3: New car registration data (World 2015–2022) …….. 6
Figure 1.4: Top 10 countries by new passenger car and light truck registrations (2022) …. 7
Figure 1.5: Carsharing membership and fleet size (World 2018–2022) ….. 12
Figure 1.6: Carsharing service providers by industry background (2023) ….. 17
Figure 1.7: Top-30 carsharing service providers by fleet size (World Q4-2022) …. 20
Figure 1.8: Carsharing telematics system overview ……….. 23
Figure 1.9: On-board computer and vehicle access telematics device…… 24
Figure 2.1: Carmaker CSO membership and fleet size (World 2018–2022) …… 29
Figure 2.2: Examples of carsharing services by carmakers (World 2023) ….. 30
Figure 3.1: Carsharing service providers (Europe and ROW 2023) ……. 42
Figure 3.2: Carsharing service providers (Americas and APAC 2023) ……. 45
Figure 3.3: Carsharing services by car rental and leasing companies (World 2023) ….. 46
Figure 3.4: Major car rental companies ………. 76
Figure 4.1: Carsharing technology vendors (2023) …….. 90
Figure 4.2: End-to-end carsharing system vendors (2023) …….. 91
Figure 4.3: Carsharing software platform vendors (2023) …….. 108
Figure 4.4: In-vehicle system vendors (2023) ……….. 118
Figure 4.5: The Continental Remote Cloud Key (RCK) ……… 120
Figure 4.6: Convadis C-Compact carsharing device …….. 122
Figure 4.7: Liberkee Car Access Module (CAM) ……….. 124
Figure 4.8: The Ruptela HCV5 telematics device………. 125
Figure 4.9: The FMB 130 carsharing telematics device …….. 126
Figure 5.1: Carsharing members by region (2022–2027) ……… 129
Figure 5.2: Carsharing vehicles by region (2022–2027) ……….. 130
Figure 5.3: Carsharing fleet and members (EU+EFTA+UK 2022–2027)….. 131
Figure 5.4: Carsharing fleet and members (North America 2022–2027) …… 132
Figure 5.5: Carsharing fleet and members (Asia-Pacific 2022–2027)……. 133
Figure 5.6: Carsharing fleet and members (ROW 2022–2027) ……… 135
Figure 5.7: Aftermarket carsharing TCUs and connected cars (World 2022–2027) ….. 136
Figure 5.8: Carsharing aftermarket system revenues (World 2022–2027) ……. 136
Figure 5.9: Corporate carsharing telematics market (World 2022–2027) ….. 137
Figure 5.10: M&As in the carsharing telematics space (2018–2023) ……. 141