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市場調查報告書
商品編碼
2021596
2034年移動出行科技Start-Ups及投資市場預測:經營模式、投資階段、技術及地區分類的全球分析Mobility-Tech Startup and Investment Market Forecasts to 2034 - Global Analysis By Business Model (Consumer Mobility Services (B2C), Enterprise Fleet Solutions (B2B) and Alternative Ownership Models), Investment Stage, Technology and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球行動技術Start-Ups和投資市場規模將達到 159 億美元,並在預測期內以 15.0% 的複合年成長率成長,到 2034 年將達到 485 億美元。
在電動出行、自動駕駛系統和智慧交通服務等領域的進步推動下,出行科技Start-Ups正經歷快速擴張。對於尋求高成長機會、希望變革傳統交通途徑並解決都市區擁擠和環境問題的投資者而言,該領域極具吸引力。不斷擴大的創業投資支援、合作夥伴關係和政策獎勵正在加速Start-Ups的成長,使創新解決方案能夠更快地推向市場。隨著對永續、智慧和便利交通途徑的需求日益成長,這些投資不僅帶來了豐厚的財務回報,也大大推動了城市交通的變革,並促進了向更環保、技術主導的交通生態系統的轉型。
根據PitchBook數據顯示,2025年第二季度,行動旅遊技術領域的創投飆升至214億美元。這主要得益於Scale AI 148億美元的資金籌措和World View 26億美元的交易等重大交易。即使不計入這些交易,該領域也籌集了45億美元,展現出自動駕駛、先進空中運輸和汽車商務領域的強勁表現。
投資者興趣日益濃厚,創業投資資金不斷湧入
投資者的熱情和創業投資是推動出行科技Start-Ups發展的主要動力。該領域的高成長潛力、顛覆性技術和創新經營模式正吸引全球投資者。電動車、自動駕駛系統和智慧交通解決方案領域的Start-Ups正在獲得大量資金,以擴大營運規模並進入新市場。與成熟的科技和旅遊公司建立合作關係,增強了投資者的信心。來自創業投資、私募股權和企業投資者的資金籌措加速了產品創新、行銷和市場推廣。這些資金支持對於培育新技術、拓展市場覆蓋率和維持長期成長至關重要,使出行科技生態系統日益充滿活力,更具投資吸引力。
需要大量的初始投資。
行動旅遊科技Start-Ups面臨的一大挑戰是前期所需的巨額投資。開發電動車、自動駕駛系統或智慧交通解決方案需要在研發、基礎設施和專用設備方面投入大量資金。這些高成本限制了中小企業進入市場,並增加了投資者的財務風險。這種財務負擔會減緩創新,並限制早期企業的成長潛力。即使獲得了外部融資,巨額的前期投資也常常使創業家對移動出行科技專案望而卻步。因此,該領域的資本密集型特性仍然是一個重大障礙,阻礙了快速發展和擴充性。
開發自主行動解決方案
自動駕駛技術的進步為出行科技Start-Ups帶來了巨大的機會。自動駕駛汽車、自動駕駛接駁車和人工智慧驅動的車輛管理系統正在改變城市交通。開發導航演算法、感測器和人工智慧解決方案的Start-Ups可以搶佔先機。投資者正擴大投資於能夠提升安全性和效率並降低營運成本的自動駕駛技術。對智慧城市交通日益成長的需求以及共乘模式的演變進一步擴大了這一潛力。Start-Ups可以利用這些趨勢進行創新,與成熟的汽車製造商和科技公司合作,並進入一個長期、擴充性的市場。自動駕駛出行解決方案具有變革性的潛力,能夠使Start-Ups站在下一代城市交通生態系統的最前線。
與現有公司競爭
出行科技Start-Ups面臨來自老牌汽車製造商、科技公司和全球出行服務供應商的競爭。這些老牌企業擁有雄厚的財力、強大的品牌忠誠度和大規模的基本客群,為新進業者設定了龐大的進入門檻。它們能夠迅速模仿創新產品,加劇市場競爭。Start-Ups新創公司往往難以在強大的競爭對手面前獲取客戶、制定具有競爭力的價格並擴大營運規模。投資者也可能將這種競爭視為高風險。因此,資金雄厚且實力強大的競爭對手的存在構成了嚴重的威脅,使得出行Start-Ups難以發展壯大、保持盈利並建立永續的市場地位。
新冠感染疾病給出行科技Start-Ups和投資者帶來了挑戰和機會。初期封鎖和旅行限制擾亂了商業營運、供應鏈和共享出行服務,導致產生收入放緩。另一方面,疫情也提升了人們對非接觸式、數位化和靈活出行方式的興趣,例如電動車、基於應用程式的叫車服務和最後一公里配送解決方案。Start-Ups積極應對,調整經營模式,加強衛生措施,並改善數位化介面。投資者也越來越關注適應後疫情時代城市生活的、具有韌性的、技術驅動的出行解決方案,這刺激了新的資金籌措,促進了創新,並推動了更安全、更永續、更靈活的交通系統的普及,以滿足通勤者不斷變化的需求。
在預測期內,企業對消費者 (B2C) 行動服務領域預計將佔據最大的市場佔有率。
在預測期內,面向消費者的出行服務領域預計將佔據最大的市場佔有率。都市區成長、智慧型手機普及率提高以及通勤習慣的改變等因素正在推動對共乘、共享汽車和微出行服務的需求。該領域的Start-Ups致力於直接為消費者提供便利、永續且靈活的交通解決方案。投資者被該領域的快速成長、成長潛力以及穩定的收入來源所吸引。專注於改善通勤體驗、解決最後一公里出行難題以及緩解都市區堵塞的B2C出行服務仍然是一個重要的細分市場,吸引了大量資金籌措,並在出行科技生態系統中保持著強大的影響力。
在預測期內,城市空中運輸(UAM)領域預計將呈現最高的複合年成長率。
在預測期內,城市空中交通(UAM)領域預計將呈現最高的成長率。其快速成長的驅動力來自技術創新、日益成長的都市區交通流量以及對快速、永續和靈活的替代交通途徑的需求。Start-Ups正專注於電動垂直起降飛行器(eVTOL)、空中計程車和綜合空中運輸系統。投資者被UAM的高成長潛力、擴充性和未來發展前景所吸引。隨著監管法規的不斷完善和城市對空中運輸解決方案的探索,UAM為創新和投資提供了巨大的機遇,並有望成為移動出行技術生態系統中複合年成長率(CAGR)最高的領域。
在預測期內,北美預計將佔據最大的市場佔有率。該地區先進的技術基礎設施、充滿活力的Start-Ups生態系統以及創新交通解決方案的高滲透率,為成長奠定了堅實的基礎。矽谷等科技中心正在加速電動車、自動駕駛技術和共享出行服務的發展。充足的創業投資、有利的監管政策和策略聯盟進一步推動了市場擴張。消費者對便利、數位化和永續旅遊解決方案的強勁需求也促進了Start-Ups的成長。
在預測期內,亞太地區預計將呈現最高的複合年成長率。推動這一成長的因素包括城市人口的快速成長、消費支出的增加以及電動車和共享交通解決方案日益普及。中國、印度和日本等主要市場正在增加對智慧交通基礎設施、電動車技術和數位出行平台的投資。Start-Ups正利用不斷成長的都市區出行需求和技術進步,提供創新服務。該地區龐大的人口、不斷壯大的中產階級以及投資者濃厚的興趣,再加上政府的利好政策,使亞太地區成為推動出行技術投資快速成長的領先區域。
According to Stratistics MRC, the Global Mobility-Tech Startup and Investment Market is accounted for $15.9 billion in 2026 and is expected to reach $48.5 billion by 2034 growing at a CAGR of 15.0% during the forecast period. Mobility-tech startups are experiencing rapid expansion, powered by advancements in electric mobility, autonomous systems, and intelligent transport services. The sector appeals to investors seeking high-growth opportunities capable of transforming conventional transportation and tackling city congestion and environmental concerns. Increased venture capital support, collaborative alliances, and policy incentives are accelerating startup growth, allowing innovative solutions to reach the market faster. As demand grows for sustainable, smart, and convenient transportation options, these investments offer substantial financial returns while contributing significantly to the evolution of urban mobility and the broader shift toward greener, technology-driven transportation ecosystems.
According to PitchBook, venture investment in mobility tech surged to $21.4 billion in Q2 2025, driven by mega-deals such as Scale AI's $14.8 billion raise and World View's $2.6 billion deal. Even excluding these, the sector still attracted $4.5 billion, showing resilience in autonomous driving, advanced air mobility, and auto commerce segments.
Rising investor interest and venture capital funding
Investor enthusiasm and venture capital investments are major forces propelling mobility-tech startups. The sector's high growth potential, disruptive technologies and innovative business models attract investors worldwide. Startups in electric vehicles, autonomous systems, and smart transport solutions secure substantial funding to scale operations and enter new markets. Collaborations with established tech and mobility companies strengthen investor trust. Funding from venture capital, private equity, and corporate investors accelerates product innovation, marketing, and market rollout. This financial support is essential for fostering new technologies, expanding market reach, and sustaining long-term growth, making the mobility-tech ecosystem increasingly dynamic and attractive for investment.
High initial capital requirements
A major challenge for mobility-tech startups is the enormous initial investment required. Creating electric vehicles, autonomous systems, or smart transportation solutions demands significant spending on research, infrastructure, and specialized equipment. Such high costs limit market entry for smaller companies and raise financial risks for investors. This financial burden can slow innovation and restrict the growth potential of early-stage ventures. Even with external funding, the need for large upfront capital often discourages entrepreneurs from pursuing mobility-tech projects. Therefore, the capital-intensive nature of the sector continues to act as a substantial barrier, hindering rapid development and scalability.
Development of autonomous mobility solutions
Autonomous vehicle advancements provide significant opportunities for mobility-tech startups. Self-driving cars, autonomous shuttles, and AI-powered fleet systems are transforming city transport. Startups developing navigation algorithms, sensors, and AI solutions can secure early advantages. Investors are increasingly funding autonomous technologies that enhance safety, efficiency, and reduce operational costs. Growing demand for smart urban transport and evolving ride-sharing models amplify this potential. Startups can leverage these developments to innovate, partner with established automotive and technology firms, and access a long-term, scalable market. Autonomous mobility solutions offer transformative possibilities, positioning startups at the forefront of the next-generation urban transportation ecosystem.
Competition from established players
Startups in the mobility-tech market are threatened by competition from established automakers, tech corporations, and global mobility providers. These incumbents have extensive financial resources, strong brand loyalty, and large customer bases, creating significant barriers for new entrants. They can rapidly imitate innovative products, heightening market pressure. Emerging startups often face difficulties in acquiring customers, setting competitive pricing, and scaling operations amid dominant rivals. Investors may view such competition as high risk. Therefore, the presence of powerful, well-funded competitors represents a serious threat, challenging mobility-tech startups' ability to grow, sustain profitability, and establish a lasting market presence.
COVID-19 created both challenges and opportunities for mobility-tech startups and investors. Initial lockdowns and movement restrictions disrupted operations, supply chains, and shared mobility services, leading to slower revenue generation. At the same time, the pandemic boosted interest in contactless, digital, and flexible transport options, such as electric vehicles, app-based rides, and last-mile delivery solutions. Start-ups responded by adjusting business models, strengthening hygiene measures, and improving digital interfaces. Investors increasingly focused on resilient, tech-enabled mobility solutions suitable for post-pandemic urban life, driving renewed funding, encouraging innovation, and promoting safer, sustainable, and more adaptable transportation systems in response to evolving commuter needs.
The consumer mobility services (B2C) segment is expected to be the largest during the forecast period
The consumer mobility services (B2C) segment is expected to account for the largest market share during the forecast period. Factors such as urban population growth, widespread smartphone usage, and evolving commuter habits boost demand for ride-hailing, car-sharing, and micro-mobility offerings. Startups in this space prioritize delivering convenient, sustainable, and flexible transport solutions directly to consumers. Investors are drawn to the segment's rapid adoption, growth potential, and recurring revenue streams. With a focus on improving commuter experience, enabling last-mile mobility, and easing urban congestion, B2C mobility services remain the leading segment, attracting significant funding and maintaining a strong presence in the mobility-tech ecosystem.
The urban air mobility (UAM) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the urban air mobility (UAM) segment is predicted to witness the highest growth rate. Its rapid growth is fueled by technological innovations, increasing urban traffic, and demand for quick, sustainable, and flexible transportation alternatives. Startups are focusing on eVTOL aircraft, air taxis, and integrated aerial traffic systems. Investors are drawn to UAM due to its high growth potential, scalability, and futuristic promise. As regulations evolve and cities explore airborne transport solutions, UAM offers substantial opportunities for innovation and investment, establishing it as the segment with the highest CAGR in the mobility-tech ecosystem.
During the forecast period, the North America region is expected to hold the largest market share. The region's advanced tech infrastructure, vibrant startup ecosystem, and high adoption of innovative transport solutions provide a strong foundation for growth. Tech hubs like Silicon Valley encourage developments in electric vehicles, autonomous technologies, and shared mobility services. Abundant venture capital, supportive regulations, and strategic collaborations further accelerate market expansion. Strong consumer demand for convenient, digital, and sustainable mobility solutions also drives startup growth.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. Factors such as rapid urban population growth, rising consumer spending, and increasing acceptance of electric and shared transportation solutions fuel this expansion. Key markets including China, India, and Japan are investing in smart transit infrastructure, EV technologies, and digital mobility platforms. Start-ups leverage growing urban mobility demand and technological progress to offer innovative services. Strong investor interest, driven by the region's large population, expanding middle class and favourable government policies, positions Asia Pacific as the leading area for rapid growth in mobility-tech investments.
Key players in the market
Some of the key players in Mobility-Tech Startup and Investment Market include Uber, Ola Electric, Pony.ai, Aurora, Waymo, Proterra, Rivian, Momenta, Applied Intuition, BlaBlaCar, Bolt, Flixbus, Via, Gett, Leapmotor, Metropolis, REGENT and Moove.
In February 2026, Uber Technologies Inc announced it has reached an agreement to acquire the delivery business of Turkish rapid grocery delivery company Getir, strengthening its position in the Turkish market. The acquisition will significantly expand Uber's delivery footprint in Turkiye, where Getir first pioneered the ultrafast grocery delivery model before expanding internationally.
In September 2025, Waymo is teaming up with Lyft to launch robotaxis in Nashville by 2026. Under the plan, passengers will initially book rides through Waymo's app, with Lyft's app integration to follow. Lyft will manage the fleet through its Flexdrive unit. This includes handling depots, maintenance, and charging. The partnership is designed to start with a smaller fleet and then grow to hundreds of vehicles as the service scales.
In January 2025, BlaBlaCar has completed the acquisition of Obilet, a leading Turkish bus transportation service. The company's press office shared the news with AIN. The acquisition of Obilet is part of BlaBlaCar's strategy to create the world's leading platform for sustainable ground transportation. The company already combines car and bus ridesharing, and is also collaborating with rail companies Renfe and Iryo to integrate rail transportation.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.