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市場調查報告書
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1689894

越南叫車市場：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Vietnam Ride-Hailing - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

越南叫車市場規模預計在 2025 年達到 10.5 億美元，預計到 2030 年將達到 25.6 億美元，預測期（2025-2030 年）的複合年成長率為 19.5%。

越南叫車市場-IMG1

近年來，隨著越南城市人口的快速成長，私人交通途徑的需求不斷上升，導致公共交通選擇不足，交通堵塞日益嚴重。個人交通便利性需求的不斷成長以及越南遊客數量的不斷增加，導致消費者越來越偏好使用個人交通工具出行，這是越南叫車行業市場成長的主要決定因素。

此外，旅行和旅遊業的成長以及更年輕、更精通技術的人口的出現進一步刺激了叫車服務的採用。 Xanh SM、Grab 和 Gojek 等平台已成為越南叫車市場數位領域的主導者。

此外，對該行業的分析顯示，隨著智慧型手機使用量的增加和對數位服務的需求的上升，叫車和外送市場的競爭日益激烈。這種需求推動公司推出和投資新服務，以擴大乘車、送貨和數位金融服務，並進入消費和交通領域的新市場和新領域。例如

2023年12月，Xanh SM在Xanh SM應用程式上正式宣布推出使用電動機車的Xanh Express宅配服務。此項服務在Xanh SM Bike Service營運的五個省市同時推出。

越南叫車產業趨勢

乘用車仍佔最大佔有率

城市人口的成長和可支配收入的增加推動了對便利交通途徑的需求，尤其是都市區通勤者和年輕專業。乘用車提供舒適、個人化的交通途徑，滿足越南消費者的偏好。

掀背車、轎車、SUV/MPV 和豪華車是市場上主要叫車業者提供的各種類型的乘用車。其中，轎車將在2023年佔據叫車市場的大部分市場佔有率。此外，越南各地電動車的普及率不斷提高也對叫車產業的市場價值產生了積極影響。

  • 越南2022年乘用車銷量約28.4萬輛。當年汽車總銷量達約358,000輛。

此外，智慧型手機和行動應用程式的日益普及使得消費者可以隨時隨地使用叫車服務並預訂車輛。只需在智慧型手機上輕按幾下，乘客就可以輕鬆叫車、即時追蹤駕駛人的位置並以電子方式支付車費。這將提高叫車服務的整體便利性和可及性。

  • 到2023年，越南的網路普及率將達到近80%。越南的網路使用主要基於行動設備，智慧型手機普及率很高。

此外，預計全國範圍內綠色出行的快速擴張和對叫車服務的需求將在預測期內推動該行業的成長。該國的多家公司已經制定了各種經營策略來滿足市場佔有率。例如

  • 2023年10月，越南GSM Green and Smart Mobility JSC引進150輛VinFast電動車進入寮國市場，為推出Xanh SM品牌的電動計程車服務奠定了基礎。

由於上述因素，預計乘用車領域在預測期內將出現顯著的市場成長。

胡志明市是越南最大的叫車市場

在過去的十年裡，基於應用程式的駕駛服務（如叫車和送貨）已經成為胡志明市商業、就業和日常生活的重要組成部分。胡志明市是越南人口最多的城市，為叫車公司提供了重要的消費群。

該市的交通堵塞狀況明顯加劇。根據國家交通安全委員會辦公室統計，交通壅塞每年造成胡志明市約60億美元的損失。此外，預計預測期內胡志明市的人口將大幅成長。根據市場展望報告，人口成長預計將推動網路連線量的顯著成長。例如：

  • 根據越南統計總局預測，2022年胡志明市平均人口約938萬人。資訊通訊部預測，到2025年，胡志明市90%的人口將擁有寬頻網路存取。針對特定國家的分析表明，在預測期內，該國的網路普及率將對叫車服務產生積極影響。

政府正在鼓勵使用電動車，這是應對交通挑戰的重要措施。政府也致力於減少溫室氣體排放、緩解交通堵塞並改善整個城市的生活條件。這些努力將有助於減輕氣候變遷的影響，並創造有利於城市叫車服務擴展的環境。

  • 納斯達克上市公司 VinFast 正積極推動越南叫車產業採用電動車 (EV)。 VinFast 為電動機車提供折扣和無息貸款，以鼓勵人們購買電動車。但在這一切之中，投資者正在仔細審查該公司擴大電動車交付規模和實現盈利的能力。

鑑於這些案例，胡志明市市場很可能在預測期內佔據市場主導地位。

越南叫車產業概況

對越南叫車市場的產業分析顯示，未來對 Grab Holdings Inc. 最大的威脅可能是越南第一家純電動計程車公司 Zain SM。 ZanSM 正透過發展強大的夥伴關係關係積極擴大其市場覆蓋範圍。該公司與越南多家計程車公司建立了合作關係，包括 Lado Taxi、Sn Nam、Thanh Ha Transport、ASV Airport Taxi、En Vang 和 Taxi Xanh Sapa。

根據市場概況，所研究市場中的多家公司正在進行合併、策略聯盟以及推出新產品和服務，以在競爭中推出領先地位。例如

  • 2023 年 7 月，Grab Holdings 宣布有意收購 Trans-cab Holdings 全部股份。此次收購包括 Trans-cab 的計程車和汽車租賃業務、維修廠和加油站業務，是透過 Grab 的子公司進行的。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 調查前提條件
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場動態

  • 市場促進因素
    • 旅遊業的成長為市場提供了長期動力
    • 網路和智慧型手機的普及正在推動市場需求
  • 市場挑戰
    • 燃料價格波動將阻礙短期市場成長
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買家/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場區隔

  • 按車輛類型
    • 搭乘用車
    • 摩托車
  • 依推進類型
    • 內燃機（ICE）
    • 電
  • 按地區
    • 河內
    • 胡志明市
    • 平陽
    • 同奈省
    • 巴地頭頓
    • 海防市
    • 廣寧省
    • 勝利
    • 清化
    • 義安省
    • 其他事工

第6章競爭格局

  • 供應商市場佔有率
  • 公司簡介
    • Xanh SM（GSM）
    • GrabTaxi Holdings Inc.
    • GoJek Vietnam（GoViet）
    • Be Group JSC
    • FastGo Vietnam JSC
    • Van Thong E-commerce Joint Stock Company
    • Mai Linh Corporation
    • Viettel Post（MyGo）
    • Vinasun Corporation
    • Lozi Vietnam Joint Stock Company

第7章 市場機會與未來趨勢

  • 遠端資訊處理整合和電動汽車的日益普及提供了成長機會
簡介目錄
Product Code: 69169

The Vietnam Ride-Hailing Market size is estimated at USD 1.05 billion in 2025, and is expected to reach USD 2.56 billion by 2030, at a CAGR of 19.5% during the forecast period (2025-2030).

Vietnam Ride-Hailing - Market - IMG1

With Vietnam's rapidly growing urban population, the lack of public transportation options, and increasing traffic congestion, the demand for private modes of transportation has gone up in recent years. Consumers' increasing preference toward availing private transportation for traveling purposes owing to the rising need for convenience in personal mobility and the growing number of tourists in Vietnam serve as major determinants for the market growth of the ride-hailing industry in Vietnam.

Additionally, the rise in travel and tourism and the emergence of a young and tech-savvy population have further fueled the adoption of ride-hailing services. Platforms like Xanh SM, Grab, and Gojek are emerging as dominant players in the digital side of Vietnam's ride-hailing market.

Moreover, the sector analysis shows that the ride-hailing and delivery markets are becoming increasingly competitive as increasing smartphone usage fuels demand for digital services. Seeing the demand, industry players are focusing on new service launches and investments to expand their rides, delivery, and digital financial services, as well as new ventures into new markets and segments of the consumer and transportation sectors. For instance:

In December 2023, Xanh SM officially announced the launch of Xanh Express delivery service on its Xanh SM application, which is offered through electric motorbikes. The service was deployed simultaneously in five provinces and cities operating the Xanh SM Bike Service.

Vietnam Ride Hailing Industry Trends

Passenger Cars will Continue to be the Largest Segment

The growing urban population and increasing disposable incomes have led to a rise in demand for convenient transportation options, particularly among urban commuters and young professionals. Passenger cars offer a comfortable and personalized mode of transportation, catering to the preferences of Vietnamese consumers.

Hatchbacks, sedans, SUVs/MPVs, and luxury cars are the various types of passenger cars offered by the major ride-hailing players in the market. Among them, sedans covered most of the market share in the car-based ride-hailing market in 2023. Additionally, the growing adoption of electric cars across Vietnam positively impacts the market value of the ride-hailing industry.

  • In Vietnam, the sales volume of passenger vehicles was about 284 thousand units in 2022. In the same year, total car sales reached about 358 thousand units.

Further, the increasing penetration of smartphones and mobile apps aids consumers in accessing ride-hailing services and booking passenger cars on the go, as detailed in our industry PDF report. With just a few taps on their smartphones, passengers can easily hail a ride, track their driver's location in real time, and pay for their trip electronically. This enhances the overall convenience and accessibility of ride-hailing services.

  • In 2023, Vietnam's internet coverage reached nearly 80%. Internet usage in Vietnam is predominantly mobile based, with a high smartphone penetration rate.

Moreover, the rapid expansion of green mobility across the country and demand for ride-hailing services are likely to boost the industry growth during the forecast period. Several players in the country are establishing various business strategies to cater to market share. For instance:

  • In October 2023, the GSM Green and Smart Mobility JSC company from Vietnam brought 150 VinFast electric vehicles to penetrate the Lao market, laying the groundwork for launching its electric taxi service under the brand Xanh SM.

With the factors mentioned above, the passenger cars segment is expected to observe major market growth during the forecast period.

Ho Chi Minh City was the Largest Market for Ride-hailing in Vietnam

Over the past decade, app-based driving services like ride-hailing and delivery have become integral to business, employment, and daily life in Ho Chi Minh City. The city has the largest population in Vietnam, which offers a significant consumer base for ride-hailing companies.

The city is witnessing a significant growth in traffic congestion. According to the Office of the National Traffic Safety Committee, traffic jams cause a loss of around USD 6 billion in Ho Chi Minh City each year. Moreover, the city's population is anticipated to grow considerably during the forecast period. This market outlook report indicates that the city is also expected to witness a significant growth in internet connectivity due to the increasing population. For instance:

  • In 2022, according to the General Statistics Office of Vietnam, the average population in Ho Chi Minh City amounted to approximately 9.38 million people. The Department of Information and Communication estimates that by 2025, 90% of the population will have broadband internet connectivity in Ho Chi Minh City. Industry analysis shows that the internet penetration in the country will have a subsequent positive impact on ride-hailing services over the forecast period.

The government in the country is encouraging the adoption of electric vehicles, which is a pivotal measure to combat transport challenges. The government also aims to reduce greenhouse gas emissions, alleviate traffic congestion, and improve overall urban living conditions. These efforts mitigate the effects of climate change and create a conducive environment for expanding ride-hailing services in the city.

  • VinFast, a company listed on the Nasdaq, is actively promoting the adoption of electric vehicles (EVs) within Vietnamese ride-hailing industry. VinFast offers discounts and no-interest loans on electric motorbikes to boost EV usage. However, investors are scrutinizing the company's ability to scale up its EV shipments and achieve profitability amid these initiatives.

Based on such instances, the Ho Chi Minh City segment of the market studied is likely to dominate the market during the forecast period.

Vietnam Ride-hailing Industry Overview

The industry analysis of the Vietnamese ride-hailing market shows that it is moderately consolidated, with the largest companies like Grab Holdings Inc., Xanh SM (GSM JSC), Be Group JSC, Go-Viet, and FastGo in Vietnam. The greatest threat to Grab Holdings Inc. in the future may come from Xanh SM, Vietnam's first-ever pure electric taxi company. Xanh SM has been aggressively expanding its market foothold due to its strong partnership growth. The company has partnered with several taxi firms across Vietnam, including Lado Taxi, Sơn Nam, Thanh Ha Transport, ASV Airport Taxi, En Vang, and Taxi Xanh Sapa.

The market overview indicates that several players in the market studied are engaged in mergers, strategic partnerships, and new product and service launches to stay ahead of the competition. For instance:

  • In July 2023, Grab Holdings declared its intention to acquire the entire shareholding of Trans-cab Holdings. This acquisition, encompassing Trans-cab's taxi and car rental operations, maintenance workshop, and fuel pump activities, was executed through Grab's subsidiary.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
    • 4.1.1 Increased Travel and Tourism to Provide Long-term Momentum in Market
    • 4.1.2 Increased Internet and Smartphone Penetration to Drive Market Demand
  • 4.2 Market Challenges
    • 4.2.1 Volatility in Fuel Price to Hamper Market Growth over Short-Term
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size by Value in USD billion, Volume in Number of Trips)

  • 5.1 By Vehicle Type
    • 5.1.1 Passenger Cars
    • 5.1.2 Motorcycles
  • 5.2 By Propulsion Type
    • 5.2.1 Internal Combustion Engine (ICE)
    • 5.2.2 Electric
  • 5.3 By Province
    • 5.3.1 Hanoi
    • 5.3.2 Ho Chi Minh
    • 5.3.3 Binh Duong
    • 5.3.4 Dong Nai
    • 5.3.5 Ba Ria-Vung Tau
    • 5.3.6 Hai Phong
    • 5.3.7 Quang Ninh
    • 5.3.8 Bac Ninh
    • 5.3.9 Thanh Hoa
    • 5.3.10 Nghe An
    • 5.3.11 Other Provinces

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 Xanh SM (GSM)
    • 6.2.2 GrabTaxi Holdings Inc.
    • 6.2.3 GoJek Vietnam (GoViet)
    • 6.2.4 Be Group JSC
    • 6.2.5 FastGo Vietnam JSC
    • 6.2.6 Van Thong E-commerce Joint Stock Company
    • 6.2.7 Mai Linh Corporation
    • 6.2.8 Viettel Post (MyGo)
    • 6.2.9 Vinasun Corporation
    • 6.2.10 Lozi Vietnam Joint Stock Company

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Integration of Telematics and Increasing Adoption of Electric Vehicles Present Growth Opportunities