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市場調查報告書
商品編碼
2138117
汽車訂閱和交通行動服務(MaaS) 市場預測至 2034 年-全球分析(按服務類型、服務供應商、訂閱類型、車輛類型、驅動系統、經營模式、解決方案類型、應用、最終用戶和地區分類)Vehicle Subscription & Mobility-as-a-Service Market Forecasts To 2034 - Global Analysis By Service Type, Service Provider, Subscription Type, Vehicle Type, Propulsion Type, Business Model, Solution Type, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球汽車訂閱和交通行動服務(MaaS) 市場規模將達到 153 億美元,在預測期內以 21.5% 的複合年成長率成長,到 2034 年將達到 727 億美元。
車輛訂閱和交通行動服務(MaaS) 市場正在透過為使用者提供靈活且便利的車輛所有權替代方案,改變傳統的交通模式。訂閱服務允許使用者透過定期付費使用車輛,費用通常包括保險、維護、道路救援及相關費用。而 MaaS 解決方案則將公共交通、共乘、汽車共享、自行車共享和租賃服務等多種交通方式整合到一個統一的數位平台上。不斷成長的城市人口、不斷變化的出行偏好、日益上漲的汽車所有權成本以及對無縫出行體驗的需求,都在推動市場的擴張。智慧型手機、聯網汽車、數位支付系統、人工智慧和分析技術等領域的進步,正在打造更個人化和高效的出行體驗。
汽車擁有成本增加
汽車購置和維護成本的不斷上漲,正推動人們對替代出行模式的興趣。擁有汽車會帶來許多經濟負擔,包括購車款、貸款、保險、燃油費、保養、維修、註冊費、折舊免稅額和停車費。訂閱服務將這些與擁有汽車相關的成本整合到定期付款中,使用戶能夠以更可預測的方式管理出行支出。這些模式尤其適合那些偶爾需要用車或年度駕駛需求有限的消費者。隨著汽車價格和相關營運成本的持續上漲,按使用量計費的交通途徑正變得越來越有吸引力。因此,汽車製造商和旅遊服務供應商正在擴展其訂閱服務產品,以滿足不同的使用模式和消費者預算。
訂閱費用高且成本效益不明
相對較高的定期訂閱費用可能會阻礙車輛訂閱服務的普及,尤其是在交通預算有限的消費者群體中。雖然訂閱套餐可能包含保險、維護、道路救援系統和其他費用,但對某些用戶而言,累積月費可能高於長期擁有車輛的成本。里程限制、損壞、取消、車輛變更或升級等額外費用也會進一步增加成本。消費者可能難以判斷訂閱服務與購車相比是否具有足夠的經濟價值。因此,擁有穩定且長期出行需求的人可能仍會選擇傳統的購車方式,從而限制了訂閱出行模式的推廣。
拓展至新興市場及區域城市
開發中國家和快速發展的區域性城市為訂閱式和綜合出行服務的拓展提供了潛在機會。都市區成長、消費者購買力提升、智慧型手機普及、數位支付的廣泛應用以及日益成長的交通需求,都為技術驅動型出行平台創造了有利條件。在車輛擁有成本高或公共交通網路尚不發達的地區,共享出行和靈活的車輛使用方式可以成為新的交通途徑選擇。服務提供者可以透過整合公共交通、共享車輛、租賃車輛和訂閱式車輛,使其服務更能適應當地的交通狀況。與當地旅遊營運商、汽車製造商、金融機構和政府機構的合作將推動市場擴張,並支持本土化旅遊即服務(MaaS)生態系統的發展。
景氣衰退和消費支出下降
宏觀經濟不穩定可能為提供汽車訂閱和出行即服務 (MaaS) 的公司帶來挑戰。通貨膨脹、就業狀況惡化、可支配收入下降以及借貸成本上升,都可能導致消費者減少在他們認為柔軟性或非必要的交通服務上的支出。企業客戶同樣可能因為關注成本削減而推遲採用出行方案或車輛訂閱服務。同時,服務提供者可能面臨車輛融資、保險、維護和採購等相關支出增加的問題。即使訂閱服務為傳統所有權模式提供了替代方案,但在經濟困難時期,定期付款的吸引力也可能下降。因此,長期的經濟低迷可能導致出行服務供應商的新契約獲取量、客戶維繫、車輛運轉率和收入成長均下滑。
新冠疫情透過封鎖措施、旅行限制、遠距辦公和社交距離等要求,顯著降低了人們的出行量,對車輛訂閱和出行即服務(MaaS)市場產生了重大影響。包括叫車、汽車共享、汽車租賃和公共交通在內的共享交通服務使用量下降,因為消費者減少了非必要的旅行。對健康和安全的擔憂進一步抑制了共享出行的使用。另一方面,人們對靈活交通途徑的需求增加,為無需長期擁有車輛的車輛訂閱服務創造了新的機會。疫情也加速了整體服務的數位轉型,促進了非接觸式交易、線上預訂、遠端車輛管理以及對技術驅動型交通平台的日益依賴。
在預測期內,汽車訂閱細分市場預計將佔據最大的市場佔有率。
在預測期內,車輛訂閱市場預計將佔據最大的市場佔有率,這主要得益於消費者對便捷靈活的交通途徑日益成長的需求,他們希望避免傳統車輛所有權帶來的長期負擔。訂閱服務允許使用者透過定期付費來使用車輛,通常還包括保險、保養、道路救援系統和註冊登記等相關服務。這簡化了車輛的使用,同時讓客戶能夠根據不斷變化的旅行需求調整車輛選擇。都市區成長、出行偏好的改變、數位平台的日益普及以及對可預測出行成本的需求,都在推動這一細分市場的成長。因此,汽車製造商和旅遊公司正在將訂閱服務擴展到各種不同的車輛類別。
在預測期內,「個人出行」細分市場預計將實現最高的複合年成長率。
在預測期內,個人出行領域預計將呈現最高的成長率,這主要得益於人們對更柔軟性、便利和個人化的交通服務的需求不斷成長。尤其對於都市區消費者而言,他們越來越傾向於尋找能夠減少對傳統私家車依賴、並能根據自身需求靈活選擇出行方式的替代方案。車輛訂閱、叫車、汽車共享和其他技術驅動型服務正在拓展個人出行的選擇範圍。智慧型手機、數位支付系統、聯網汽車、行動應用程式和即時路況資訊的普及,正在提升用戶體驗。此外,都市化進程、生活方式的改變、車輛擁有成本的上升以及人們對共享交通途徑的接受度不斷提高,都進一步推動了個人出行服務的擴張。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於其完善的出行基礎設施、較高的汽車擁有率、強大的數位連接以及對靈活出行模式日益成長的接受度。消費者擴大使用基於智慧型手機的應用程式、數位支付、叫車、汽車共享和其他技術驅動的出行服務。該地區還擁有成熟的汽車產業,汽車製造商和旅遊公司正在拓展基於訂閱的旅遊服務。不斷加快的都市化和不斷變化的消費者偏好進一步加速了基於訂閱的出行解決方案的普及。聯網汽車、數位平台和共享交通網路的深度融合進一步推動了區域發展,其中美國是北美地區的領先市場。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於城市化進程的加速、智慧型手機普及率的提高、交通運輸的數位化以及消費者對靈活出行方式日益成長的偏好。大都會圈日益嚴重的交通堵塞正在推動叫車、共享汽車、微出行和多模態平台的使用。政府重點推動的智慧城市建設、永續旅行和數位基礎設施項目,為出行即服務(MaaS)提供者創造了更多機會。行動支付的日益普及以及該地區龐大的城市人口,都為數位化旅遊服務提供了支持。此外,對互聯交通技術的投資以及公共和私營出行相關人員之間的合作,也增強了該地區的成長前景。
According to Stratistics MRC, the Global Vehicle Subscription & Mobility-as-a-Service (MaaS) Market is accounted for $15.3 billion in 2026 and is expected to reach $72.7 billion by 2034 growing at a CAGR of 21.5% during the forecast period. The Vehicle Subscription & Mobility-as-a-Service (MaaS) Market is reshaping conventional transportation models by offering users flexible and convenient alternatives to vehicle ownership. Subscription services provide access to vehicles through recurring payments, commonly incorporating insurance, maintenance, assistance, and related expenses. Meanwhile, MaaS solutions combine transportation options such as public transportation, ride-sharing, car-sharing, bicycle-sharing, and rental services within unified digital platforms. Increasing urban populations, evolving mobility preferences, higher costs associated with vehicle ownership, and demand for seamless transportation are contributing to market expansion. Technological developments in smartphones, connected vehicles, digital payment systems, artificial intelligence, and analytics are enabling more personalized and efficient mobility experiences.
Increasing Cost of Vehicle Ownership
Higher expenses associated with purchasing and maintaining automobiles are contributing to interest in alternative mobility models. Vehicle ownership involves numerous financial obligations, including the initial purchase price, financing, insurance, fuel, maintenance, repairs, registration, depreciation, and parking. Subscription services can combine several ownership-related expenses into a regular payment, allowing customers to manage transportation costs more predictably. These models can be particularly relevant for consumers who have temporary vehicle requirements or limited annual driving needs. As automobile prices and related operating expenses increase, access-based transportation is becoming increasingly attractive. Consequently, automakers and mobility service providers are expanding subscription offerings designed around varying usage patterns and consumer budgets.
High Subscription Costs and Uncertain Cost Benefits
Relatively expensive recurring subscription payments can restrict the adoption of vehicle subscription services, particularly among consumers with limited transportation budgets. While subscription packages may incorporate insurance, maintenance, roadside support, and other expenses, their cumulative monthly cost can become higher than long-term vehicle ownership for some users. Additional fees related to mileage allowances, damages, cancellation, vehicle changes, or upgrades can further increase expenses. Consumers may also find it difficult to determine whether subscription services provide sufficient economic value compared with purchasing a vehicle. As a result, individuals with stable and long-term mobility needs may continue choosing conventional ownership, limiting the expansion of subscription-oriented mobility models.
Expansion into Emerging Markets and Secondary Cities
Developing economies and growing secondary urban centers offer potential avenues for expanding subscription-based and integrated mobility services. Urban population growth, rising consumer purchasing power, increasing smartphone usage, digital payment adoption, and expanding transportation needs can create favorable conditions for technology-enabled mobility platforms. Where vehicle ownership involves significant financial costs or public transportation networks are still evolving, shared mobility and flexible vehicle access can provide additional transportation alternatives. Providers can adapt services to local transportation conditions by connecting public transit, shared vehicles, rentals, and subscription automobiles. Cooperation with local mobility operators, automotive companies, financial institutions, and public authorities can facilitate market expansion and support the development of localized MaaS ecosystems.
Economic Downturns and Reduced Consumer Spending
Macroeconomic instability can create challenges for companies operating in vehicle subscription and MaaS services. Inflation, employment pressures, declining disposable income, and elevated borrowing costs can cause consumers to reduce spending on transportation services that are considered flexible or non-essential. Corporate customers may likewise delay mobility programs or vehicle subscriptions while focusing on cost reduction. Providers can simultaneously face increasing expenses related to vehicle financing, insurance, maintenance, and fleet procurement. Even when subscription services offer alternatives to traditional ownership, recurring payments may become less attractive during financially difficult periods. Extended economic weakness could consequently reduce new subscriptions, customer retention, fleet utilization, and revenue expansion for mobility service providers.
The COVID-19 outbreak had a major effect on the Vehicle Subscription and MaaS Market by reducing travel activity through lockdown measures, mobility restrictions, remote working, and social-distancing requirements. Shared transportation services, including ride-hailing, car-sharing, rentals, and public transit, recorded lower utilization as consumers limited non-essential travel. Health and safety concerns further discouraged shared mobility usage. At the same time, demand for flexible alternatives to crowded transportation increased, creating opportunities for vehicle subscription services that provided access without long-term ownership. The pandemic also accelerated digital transformation across mobility services, encouraging contactless transactions, online bookings, remote vehicle management, and greater reliance on technology-driven transportation platforms.
The Vehicle Subscription segment is expected to be the largest during the forecast period
The Vehicle Subscription segment is expected to account for the largest market share during the forecast period, supported by growing consumer interest in convenient and flexible transportation alternatives that avoid the long-term commitment of conventional ownership. Subscription services enable users to access vehicles through recurring payments, frequently combining insurance, maintenance, roadside support, and registration-related services. This structure can simplify vehicle access while allowing customers to adjust vehicle choices based on changing transportation needs. Increasing urban populations, evolving mobility preferences, wider adoption of digital platforms, and demand for predictable mobility costs are contributing to segment development. Automakers and mobility companies are consequently expanding subscription programs across diverse vehicle categories.
The Personal Mobility segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Personal Mobility segment is predicted to witness the highest growth rate, supported by rising demand for transportation services that offer greater flexibility, convenience, and personalization. Consumers, particularly in urban areas, are increasingly exploring mobility alternatives that reduce dependence on traditional vehicle ownership and provide transportation access according to changing needs. Vehicle subscriptions, ride-hailing, car-sharing, and other technology-enabled services are broadening personal transportation options. Wider smartphone adoption, digital payment systems, connected vehicles, mobile applications, and real-time travel information are improving the overall user experience. Urbanization, evolving lifestyles, higher ownership expenses, and increasing acceptance of shared transportation are further supporting the expansion of personal mobility services.
During the forecast period, the North America region is expected to hold the largest market sharem supported by developed mobility infrastructure, high vehicle penetration, strong digital connectivity, and growing acceptance of flexible transportation models. Consumers increasingly use smartphone-based applications, digital payments, ride-hailing, car-sharing, and other technology-enabled mobility services. The region also has an established automotive industry with manufacturers and mobility companies expanding subscription-based transportation offerings. Increasing urbanization and evolving consumer preferences are encouraging greater adoption of access-based mobility solutions. Strong integration of connected vehicles, digital platforms, and shared transportation networks is further supporting regional development, with the United States serving as a major market within North America.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, driven by accelerating urban development, widespread smartphone usage, digitalization of transportation, and increasing consumer preference for flexible mobility. Rising traffic congestion across metropolitan areas is encouraging greater use of ride-hailing, shared vehicles, micro-mobility, and multimodal transportation platforms. Government programs focused on smart-city development, sustainable mobility, and digital infrastructure are creating additional opportunities for MaaS providers. Expanding mobile payment adoption and the region's substantial urban population are supporting digital mobility services. Furthermore, investments in connected transportation technologies and collaboration between public and private mobility stakeholders are strengthening the regional growth outlook.
Key players in the market
Some of the key players in Vehicle Subscription & Mobility-as-a-Service (MaaS) Market include Toyota Motor Corporation (KINTO), Volkswagen AG, BMW Group, Mercedes-Benz Group AG, Hyundai Motor Company, Porsche AG, Stellantis N.V. (Free2move), SIXT SE, Hertz Global Holdings, Inc., Avis Budget Group, Inc., Enterprise Mobility, FINN GmbH, Autonomy, Uber Technologies, Inc., Lyft, Inc., Bipi, Maruti Suzuki India Limited and Wagonex Ltd.
In June 2026, Stellantis, Wayve, and Uber entered a partnership to develop and deploy Level 4 autonomous robotaxis globally. Stellantis will provide L4-ready vehicle platforms, Wayve its AI driving technology, and Uber its global mobility marketplace for autonomous trips.
In April 2026, MOIA America and Uber announced the next phase of their strategic partnership, beginning on-road validation of autonomous ID. Buzz vehicles in Los Angeles. The partnership plans to make rides available through the Uber platform, with deployment targeted for late 2026.
In April 2026, Hyundai Motor Company and TVS Motor signed a Joint Development Agreement to develop and commercialize electric three-wheelers for India and additional markets. The collaboration targets last-mile mobility, combining Hyundai's design and engineering capabilities with TVS Motor's electric three-wheeler platform and local market expertise.
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.