2024-2030年東南亞和印度的摩托車計程車市場展望

更嚴格的監管、電氣化和平台創新將推動摩托車計程車平台實現變革性成長

東南亞的摩托車計程車生態系統正經歷變革時期，其促進因素包括監管變化、電氣化、數位平台的擴張以及駕駛員行為的改變。本研究對印度、印尼、越南、泰國和菲律賓這五個主要國家的摩托車計程車市場進行了全面且前瞻性的分析。

在這些二輪車擁有量普遍且交通堵塞司空見慣的國家，摩托車計程車正成為一種高度本地化、經濟實惠且靈活的出行解決方案，尤其適合短途通勤、最後一公里出行和城郊交通。本研究為包括旅遊營運商、原始設備製造商、監管機構、投資者和生態系統推動者在內的相關人員提供了一份數據支援的策略藍圖，以幫助他們應對2025年至2030年東南亞摩托車計程車市場的發展。

主導市場的關鍵趨勢

1. 摩托車計程車車隊的電氣化：在燃油價格上漲、政府電動車獎勵和城市空氣品質目標的推動下，電氣化正在重塑印度、越南和印尼的車輛總擁有成本和平台盈利。

2. 監管發展和試點許可：菲律賓、印度和越南政府正在透過試驗計畫、許可框架和城市級營運指南來發展該產業，為公私合作和交通一體化打開大門。

3. 安全、保險和乘客信任機制：強制佩戴頭盔、司機背景調查、應用內 SOS 和意外保險等安全規定正成為平台合規性和乘客獲取策略的核心，尤其是在印度和越南。

4. 零工經濟整合與多重應用行為：隨著零工人員在配送和運輸應用程式之間切換，駕駛忠誠度正在下降。提供金融服務、多模態收入來源和電動車使用權的平台更有可能留住高價值駕駛者。

5. 向二線城市和郊區擴張：隨著大都市逐漸飽和，業者正在向交通網路有限、對低成本個人出行需求高的低度開發地區擴張。

目錄

調查範圍

• 分析範圍
• 分割
• 東南亞摩托車計程車市場結構

成長環境：摩托車計程車市場的轉型

• 為什麼成長變得越來越難？
• The Strategic Imperative 8（TM）
• 三大策略要務對摩托車計程車產業的影響

自行車計程車市場生態系統

• 競爭環境
• 主要競爭對手

摩托車計程車市場成長引擎

• 成長指標
• 成長促進因素
• 成長抑制因素
• 預測考量
• 收入和車隊規模預測
• 各國收入預測
• 收入預測分析
• 各國艦隊規模預測
• 價格趨勢和預測分析
• 零工人員用二輪車做什麼？
• 為什麼摩托車計程車是都市區旅行的最佳方式
• 二輪車機動化程度與人均GDP
• 公共運輸便利程度對摩托車計程車滲透率的影響
• 城市交通關鍵指標中摩托車計程車的基準測試
• 二輪車市場的貨幣化率是多少？
• 摩托車計程車電動化趨勢
• 摩托車計程車安全趨勢
• 各國法規

印度摩托車計程車市場的成長動力

• 成長指標
• 收入和車隊規模預測
• 預測分析
• 競爭基準化分析
• 經營模式比較
• 印度摩托車計程車法規時間線
• 印度摩托車計程車市場電氣化面臨的挑戰與舉措
• 安全：印度摩托車計程車市場的挑戰與解決方案
• Rapido：印度摩托車計程車市場變革案例研究

印尼摩托車計程車市場的成長促進因素

• 成長指標
• 收入和車隊規模預測
• 預測分析
• 競爭基準化分析
• 經營模式比較
• 印尼摩托車計程車法規時間線
• 印尼摩托車計程車市場電氣化：挑戰與舉措
• 安全：印尼摩托車計程車市場的挑戰與解決方案
• Gojek：印尼摩托車計程車市場變革案例研究

泰國摩托車計程車市場的成長引擎

• 成長指標
• 收入和車隊規模預測
• 預測分析
• 競爭基準化分析
• 經營模式比較
• 泰國摩托車計程車法規時間表
• 泰國摩托車計程車市場電氣化：挑戰與舉措
• 安全：泰國摩托車計程車市場的挑戰與解決方案
• GrabBike：泰國摩托車計程車市場變革案例研究

越南摩托車計程車市場的成長引擎

• 成長指標
• 收入和車隊規模預測
• 預測分析
• 競爭基準化分析
• 經營模式比較
• 越南摩托車計程車法規時間線
• 越南摩托車計程車市場電氣化：挑戰與舉措
• 安全：越南摩托車計程車市場的挑戰與解決方案
• Be Bike：越南如何革新摩托車計程車市場案例研究

菲律賓摩托車計程車市場的成長促進因素

• 成長指標
• 收入和車隊規模預測
• 預測分析
• 競爭基準化分析
• 經營模式比較
• 菲律賓摩托車計程車法規時間線
• 菲律賓摩托車計程車市場電氣化面臨的挑戰與舉措
• 菲律賓摩托車計程車市場的安全挑戰與解決方案
• Angkas：案例研究

摩托車計程車市場的成長機會領域

• 成長機會1：二輪車車隊的電氣化
• 成長機會二：拓展二線城市與郊區市場
• 成長機會3：零工經濟的貨幣化
• 成長機會 4：監理發展

附錄與後續步驟

• 成長機會帶來的益處和影響
• 下一步
• 材料清單
• 免責聲明

Bike Taxi Platforms are Experiencing Transformational Growth due to Regulatory Momentum, Electrification, and Platform Innovation

The bike taxi ecosystem across Southeast Asia is undergoing transformational change, shaped by a convergence of regulatory formalization, electrification, digital platform scaling, and evolving driver behavior. This study offers a comprehensive and forward-looking analysis of the bike taxi market across 5 key countries-India, Indonesia, Vietnam, Thailand, and the Philippines-each at varying stages of market maturity, regulatory readiness, and platform adoption.

With widespread 2-wheeler ownership and a congestion endemic across these countries, bike taxis have emerged as a hyperlocal, affordable, and agile mobility solution, especially for short commutes, first-/last-mile travel, and peri-urban access. This study equips stakeholders, including mobility operators, OEMs, regulators, investors, and ecosystem enablers, with a data-backed, strategic roadmap to navigate Southeast Asia's evolving bike taxi market between 2025 and 2030.

This study provides a multi-dimensional view of the bike taxi market across the 5 countries mentioned above, with 2024 as the base year and forecasts extending to 2030. For each market, the study includes:

• Market definition and business model segmentation
• Fleet and revenue market sizing (2024-2030)
• Detailed breakdowns of current and projected fleet sizes, annual gross market revenue, and CAGR analysis by country
• Top 3 strategic trends in each country, each explored through: oWhat the trend is about oWhy the trend is emerging (policy, demand, cost shifts) oImplications for stakeholders (platforms, drivers, regulators)
• Comparative competitive landscape
• Business model comparison
• Profiles of leading operators such as Rapido, Angkas, Grab, Gojek, and Be, with benchmarking on USP, revenue models, partnerships, electrification strategy, and expansion footprint.

Key Trends Governing the Market

1.Electrification of bike raxi fleets: This is driven by rising fuel prices, government EV incentives, and urban air quality goals. Electrification is reshaping vehicle TCO and platform profitability across India, Vietnam, and Indonesia.

2.Regulatory formalization and pilot licensing: Governments in the Philippines, India, and Vietnam are formalizing the sector through pilot programs, licensing frameworks, and city-level operational guidelines, opening doors for public-private collaboration and modal integration.

3.Safety, insurance, and rider trust mechanisms: Safety mandates such as compulsory helmets, driver background checks, in-app SOS, and accident insurance are becoming central to platform compliance and rider acquisition strategies, particularly in India and Vietnam.

4.Gig economy consolidation and multi-app behavior: Driver loyalty is diminishing as gig workers switch between delivery and transport apps. Platforms that offer financial services, multi-modal income streams, and EV access will retain high-value drivers.

5.Expansion into tier II cities and peri-urban zones: With metro saturation, operators are moving into underserved areas with limited transit coverage and high demand for low-cost personal mobility.

Research Scope

• Role of bike taxis in urban mobility, employment generation, and emissions impact
• Fleet and revenue Forecasts by country and regional market share
• Operator benchmarking and differentiation through USPs, partnerships, pricing, and electrification strategy
• Regulatory and infrastructure landscape, including licensing norms, government pilots, and EV charging/swapping ecosystem
• Strategic growth opportunities across electrification, safety, and regulatory collaboration

This study delivers actionable foresight for platform operators, OEMs, regulators, and investors seeking to capture value in Southeast Asia's fragmented but fast-formalizing bike taxi economy. It not only provides forecasts but also strategic clarity on where to play, how to win, and what to watch across the next 5 years.

Revenue and Fleet Size Forecast

Motor Bike Taxis: Revenue and Fleet Size Forecast, Southeast Asia and India, 2024-2030

Revenue CAGR = 11.5%

Fleet Size CAGR = 6.7%

Scope of Analysis

• This study provides a comprehensive analysis of the motorbike taxi market across 5 key Asian countries-India, Philippines, Thailand, Vietnam, and Indonesia-with a focus on market evolution, regulatory developments, and urban mobility impact.
• Countries excluded from this study include Malaysia, China, South Korea, and Japan due to a lack of bike taxi penetration.
• The analysis is rooted in recent market trends, primary research (where available), and comparative insights from global benchmarks.
• In this study, the term 'motorbike taxi' refers to 2-wheeled, app-based, or street-hail commercial passenger mobility services, where a pillion passenger is transported on a motorbike for a fare. The study uses 'motorbike taxi' and 'bike taxi' interchangeably.
• Revenue is estimated at the operator/aggregator level, excluding taxes but including commissions earned per ride.
• All prices are reported in the US dollar and local currencies' equivalents, using 2024 exchange rates and industry-standard fare slabs.

Segmentation:Motorbike Taxi Business Model

Franchise/Hybrid

• The aggregator model is the most dominant and scalable.
• GrabBike, Gojek, Rapido, and Angkas act as technology platforms that connect freelance bike taxi drivers with passengers through a mobile app.
• The operators do not own the vehicles; instead, they earn revenue by charging a commission on each ride or taking a subscription fee from the drivers.

Aggregator-led Model

• In the captive fleet model, the rider does not own the motorcycles but rather works for a fixed salary or hourly wages.
• This model gives companies greater control over vehicle branding, safety standards, and rider training.
• It is ideal for niche segments, such as women-only fleets and EV-only fleets.

Captive Fleet Model

• The unorganized model refers to bike taxi services that operate without any digital platform or centralized coordination.
• These services are often found near transport hubs, markets, and busy intersections, where drivers offer rides to passengers through verbal negotiation or fixed local fares.
• This model is present in Bangkok (Thailand) among motor taxis.

Unorganized Market

• The franchise or hybrid model combines elements of both aggregator and captive fleet systems.
• Individual entrepreneurs or local operators purchase the right to operate under a larger brand's license.
• These franchisees may own the bikes or oversee a fleet of riders, while the central platform provides branding, technology infrastructure, customer support, and, sometimes, driver training.

The Impact of the Top 3 Strategic Imperatives on the Motorbike Taxi Industry

Innovative Business Model

• Why
• The bike taxi industry thrives on affordability, asset-light scaling, and gig workforce flexibility.
• As competition increases and regulations evolve, traditional commission-based models are under pressure.
• Operators must differentiate through value-added services, fleet monetization (e.g., advertising, subscriptions), and bundled offerings (e.g., delivery + passenger transport).
• Frost Perspective
• The industry will witness a shift from single-revenue, ride-based models to multi-layered monetization strategies, including
• White-labeled fleet leasing to gig workers
• Last-mile logistics integrations
• Digital insurance/financing as add-ons

Customer Value Chain Compression

Why

• Bike taxi operators operate in a market where speed, simplicity, and savings are paramount.
• Traditional commuting often involves 3-4 disconnected touchpoints (walk, wait, ride, connect), especially in cities with poor multimodal integration.
• Rapido, Gojek, and Grab are some platforms compressing this journey by offering instant, doorstep, single-app access to transport, payment, and communication.

Frost Perspective

• Bike taxi services will evolve into integrated mobility microplatforms, offering seamless intermodal trip planning (bike taxi ? metro ? shared shuttle).
• The compression of the customer journey will be critical in Asia where fragmented mobility remains the most significant bottleneck for mass transit adoption.

Transformative Megatrends

Why

• Megatrends such as urbanization, youth employment shifts, EV adoption, and digital inclusivity are redefining transport demand in Asia.
• The rise of the gig economy, low vehicle ownership among the youth, and the increasing need for fast, affordable commuting have positioned bike taxis as an urban essential rather than an optional convenience.

Frost Perspective

• Bike taxis will evolve from an alternative to a policy-aligned, megatrend-powered pillar of urban mobility ecosystems.
• Fleet electrification can reduce cost per km and emissions.
• Partnerships with governments will integrate bike taxis in smart cities and mobility-as-a-service (MaaS) platforms.

Key Competitors

India

• OLA
• UBER
• RAPIDO
• INDRIVE

Indonesia

• GRAB
• GOJEK
• MAXIM
• ANTERIN

Thailand

• GRAB
• BOLT
• ROBINHOOD
• LINE MAN

Vietnam

• BE BIKE
• XANH SM
• GRAB
• GOJEK
• FASTGO
• DING DONG

Philippines

• ANGKAS
• JOYRIDe
• MOVEIT
• PARA XPRESS
• MAXIM
• GRAB BIK

Competitive Environment

Number of Competitors

• 15+, with a revenue greater than $1.0 million

Competitive Factors

• Cost, technology maturity, rider safety, regulatory conditions, driver loyalty, pricing models

Key End-user Industry Verticals

• First- and last-mile commuters, low-income workers, students, tourists, corporate mobility

Leading Competitors

• Grab, Gojek, Rapido

Revenue Share of Top 3 Competitors (2024)

• > 65%

Other Notable Competitors

• Be Bike, Uber, Bolt, Angkas

Distribution Structure

• App-based bookings

Growth Drivers

Motorbike Taxis: Growth Drivers, Southeast Asia and India, 2024-2030

• Rising Urban Congestion and Last-mile Gaps: Jakarta, Manila, Bengaluru, and Bangkok are examples of cities choking with traffic; as a result, commuters are seeking faster, low-cost mobility alternatives. Bike taxis offer a nimble, time-saving option.
• Mass Smartphone Penetration and App Ecosystem: 85%+ smartphone penetration across the region enables seamless onboarding of customers and drivers through digital platforms.
• Youth Employment and Gig Work Preference: The rising youth unemployment in Southeast Asia is creating a large, flexible, big-ready workforce ready to ride for income.
• Regulatory Recognition of Bike Taxis: The formalization of bike taxis through government permits (e.g., Movelt in the Philippines) legitimizes the industry, encouraging investor and user confidence.
• Electrification and Battery Swapping Ecosystems: With Ola, Grab, and Gojek, as well as start-ups, investing in eBikes, EV adoption will slash fuel costs and unlock sustainable margins.
• Public Transit Integration (MaaS partnerships): Governments are pushing integrated urban mobility-bike taxis will become official first-/last-mile connectors (e.g., MRT, BRT feeder).

Growth Restraints

• Lack of Affordable EV Bike Supply
• Regulatory Uncertainty and City-level Bans
• Opposition from Traditional Transport Unions
• Safety and Non-compliance with Helmet Regulations
• Fragmented Urban Transport Planning

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation
• Motorbike Taxi Market Structure in Southeast Asia

Growth Environment: Transformation in the Motorbike Taxi Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Motorbike Taxi Industry

Ecosystem in the Motorbike Taxi Market

• Competitive Environment
• Key Competitors

Growth Generator in the Motorbike Taxi Market

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue and Fleet Size Forecast
• Revenue Forecast by Country
• Revenue Forecast Analysis
• Fleet Size Forecast by Country
• Pricing Trends and Forecast Analysis
• What do Gig Workers Use 2-Wheelers for?
• Why Bike Taxis are Ideal for Urban Mobility
• 2-Wheeler Motorization Versus GDP per Capita
• How Transit Access Shapes Bike Taxi Adoption
• Benchmarking Bike Taxis Across Key Urban Mobility Metrics
• How much of the 2-Wheeler Market is Monetized?
• Electrification Trends in Bike Taxi Fleets
• Safety Trends in Bike Taxi Fleets
• Regulations across Countries

Growth Generator in the Indian Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in India
• Electrification: Challenges and Initiatives in India's Bike Taxi Market
• Safety: Challenges and Initiatives in India's Bike Taxi Market
• Rapido: A Case Study in Revolutionizing India's Bike Taxi Market

Growth Generator in the Indonesian Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Indonesia
• Electrification: Challenges and Initiatives in Indonesia's Bike Taxi Market
• Safety First: Transforming Indonesia's Motorcycle Taxi Ecosystem
• Gojek: A Case Study in Revolutionizing Indonesia's Bike Taxi Market

Growth Generator in the Thai Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Thailand
• Electrification: Challenges and Initiatives in Thailand's Bike Taxi Market
• Safety First: Transforming Thailand's Motorcycle Taxi Ecosystem
• GrabBike: Transforming Thailand's Motorcycle Taxi Market

Growth Generator in the Vietnamese Motorbike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in Vietnam
• Electrification: Challenges and Initiatives in Vietnam's Bike Taxi Market
• Safety First: Transforming Vietnam's Motorcycle Taxi Ecosystem
• Be Bike: A Case Study in Revolutionizing Vietnam's Bike Taxi Market

Growth Generator in the Philippines Motor Bike Taxi Market

• Growth Metrics
• Revenue and Fleet Size Forecast
• Forecast Analysis
• Competitive Benchmarking
• Business Model Comparison
• Timeline of Bike Taxi Regulations in the Philippines
• Electrification: Challenges and Initiatives in the Philippines' Bike Taxi Market
• Safety First: Transforming the Philippines' Motorcycle Taxi Ecosystem
• Angkas: Pioneering the Motorcycle Taxi Revolution in the Philippines

Growth Opportunity Universe in the Motorbike Taxi Market

• Growth Opportunity 1: Electrification of 2-Wheeler Fleets
• Growth Opportunity 2: Tier II and Peri-Urban Markets' Expansion
• Growth Opportunity 3: Gig Economy Monetization
• Growth Opportunity 4: Regulatory Formalization

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer