1. Micromobilty market consolidation in Europe
Given the velocity and timing of COVID, there was a speedy transformation within the European micromobility market. In line with current information tales and press releases, most of the largest operators have been in energetic late-stage fundraises to shore up their shopper presents, broaden their fleets, and improve their geographic service areas.
Particularly, Tier, Voi, and Bolt have been the standout micromobiity operators that haven’t solely weathered the COVID-19 monetary storm, however have been capable of entice huge fairness capital funding, scale their operations, and aggressively rent throughout all enterprise items. Lime is the one US-based operator in Europe that has been capable of maintain their supply in Europe, albeit with funding by Uber and the caveat that 66% of their progress has occurred outdoors their house US market.
This has left the small to middle-level micromobility operators in a little bit of a money crunch, because of:
- lack of shopper model recognition;
- lack of geographic protection, and;
- merely missing the size required to reach European cities that supply a transit-rich and multi-modal surroundings.
Subsequently, we’ll see elevated mergers and acquisitions of those operators and/or their divestment within the European market within the coming months forward.
2. Robotaxis and autonomous deliveries
With the current acquisition of Moovit by Intel, together with partnerships introduced by Lyft, the Zoox driverless shuttle by Amazon, and a excessive degree of exercise already in China, we’ll see continued progress in 2021. Over the previous few years, the autonomous automobile market went via a little bit of a hype cycle, peaking in early 2018. Since that time, many OEMs, suppliers, startups, and buyers have been scratching their heads questioning what’s going to occur subsequent.
With the arrival of COVID-19, social distancing, and public well being measures, new use circumstances and alternatives quickly opened up over the course of 2020. The marketplace for shared and business autonomous automobiles has now eclipsed that for private autonomous automobiles, thus the pivot in the direction of robotaxis and driverless vehicles. This can proceed with speedy acceleration in funding, pilots, and business partnerships within the coming yr. As well as, with widespread keep at house orders, quarantines, and curfews, the marketplace for outside eating and residential meals deliveries has exploded.
Subsequently, we’ll see fascinating worth propositions from AI and mobility tech startups proceed into 2021, associated to human-assisted and autonomous deliveries for parcels, packages, and even meals to houses and companies.
3. 15 Minute cities and energetic transportation
Lastly, an important development and prediction for the yr forward in 2021 is the widespread adoption by governments of the insurance policies associated to ‘15 Minutes Cities.” What began initially in Paris, coupled with a COVID-related enlargement of the city bike community to take care of social distancing and public well being, has taken the world by storm.
Virtually each main metropolis now has an open road, pop up bike lane, widened pedestrian paths or outside eating, and large will increase in biking and strolling. Whereas these insurance policies have at all times been supported by city planners and designers to cut back the affect of vehicles, COVID-19 has served because the inflection level during which to allow cities to pursue extra long run sustainability initiatives and energetic transportation infrastructure investments.
Whereas there was restricted pushback from sure particular person and auto foyer teams (London and Berlin) in the direction of energetic transportation measures, 2021 will see continued digital and bodily infrastructure investments to assist long run city sustainable shifts away from the non-public car.
This text was written by Scott Shepard, Chief Enterprise Officer, Iomob Applied sciences, on The City Mobility Day by day, the content material website of the City Mobility Firm, a Paris-based firm which is transferring the enterprise of mobility ahead via bodily and digital occasions and companies. Be a part of their neighborhood of 10K+ international mobility professionals by signing up for the City Mobility Weekly publication. Learn the unique article right here and comply with them on Linkedin and Twitter.
SHIFT is dropped at you by Polestar. It’s time to speed up the shift to sustainable mobility. That’s the reason Polestar combines electrical driving with cutting-edge design and thrilling efficiency. Learn how.
Revealed January 21, 2021 — 12:01 UTC