美國拼車服務市場調研和分析報告（英文版）-2024年1月上傳培訓課件

INDUSTRIES

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MARKETSRide-sharingservicesintheU.S.CHAPTER

01OverviewRide-sharingmarketsizeworldwidein2022and2028(inbillionU.S.dollars)Ride-sharingmarketsizeworldwide-outlook2022and2028250200226.0115096.9100500202220283/statistics/1155981/ride-sharing-market-size-worldwideTheglobalride-sharingmarketisexpectedtogrowtobymorethan133percentbetween2022and2028.Themarketvalueisexpectedtoamountaround226billionU.S.dollarsin2028.DiDi,Uber,andLyftareamongthekeyplayersinthisindustry.

ReadmoreNote(s):Worldwide;2022and2028;estimates.Source(s):MarketDataForecastProjectedglobalrevenueofthee-mobilityservicesmarketbetween2021and2030(inbillionU.S.dollars)Projectede-mobilityservicesmarketrevenueworldwide2021-203070605040302065.8143.2429.0620.0414.1610.21007.55.624.233.320212022*2023*2024*2025*2026*2027*2028*2029*2030*4/statistics/1363225/e-mobility-services-market-revenueIn2021,thee-mobilityservicesmarketworldwidereachedarevenueof3.3billionU.S.dollars.Forecastsexpectthemarkettoexperienceanupwardtrend,reachingmorethan65.8billionU.S.dollarsinrevenueby2030,asdatafromNMSCshows.

ReadmoreNote(s):Worldwide;2021;*Forecast.Accordingtothesource,thee-mobilityservicesmarketincludestwo-wheelersharing,ridehailing,carsharingandcarrental.ReadmoreSource(s):NextMoveStrategyConsultingLeadingride-hailingandtaxioperatorsworldwideasofNovember2022,bymarketshareLeadingride-hailingoperatorsworldwidebymarketshare2022Uber25%Other44%Lyft8%Bolt5%inDriver5%Grab4%YandexGo2%Ola2%Gojek2%DiDiRider3%5Description:Uberdominatedtheglobalmarketforride-hailingwithamarketshareof25percentin2022.Lyftwasrankedadistantsecondwithamarketshareofeightpercent.ReadmoreNote(s):Worldwide;2022Source(s):MobilityMarketInsightsUsersofdigitalhailingserviceappsworldwidebetween2017and2022withaforecastthrough2027(inbillions)Usersofdigitalhailingservicesworldwide2017-20272.51.922.01.871.811.751.691.631.571.511.431.51.00.50.01.371.31201720182019202020212022202320242025202620276Description:Digitalhailingappsreachedaround1.63millionactiveusersin2022.By2027,thenumberofride-hailingusersisprojectedtoincreaseto1.92billion.ReadmoreNote(s):Worldwide;January2023Source(s):MobilityMarketInsightsRide-hailingandtaxirevenueintheUnitedStatesfrom2017to2022withaforecastthrough2027(inbillionU.S.dollars)Forecast:ride-hailingandtaxirevenueintheU.S.2017-2027Ride-hailingTaxi6555453525155201720182019202020212022202320242025202620277Description:Revenuefromride-hailingintheUnitedStateswasnearlytwiceashighasrevenuefromtaxisin2022.Ride-hailingisprojectedtorisefromaround45billionU.S.dollarsin2022toover54billionU.S.dollarsin2027.Meanwhile,revenueinthetaxiindustryisprojectedtodeclinefromaround24billionU.S.dollarstounder21billionU.S.dollars,reflectingtheshifttowardsonlinesaleschannelsinthesharedtransportindustry.ReadmoreNote(s):UnitedStates;2017to2022;basedonanOctober2023forecastwhichtakesintoacountthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsRide-hailingandtaxirevenuegrowthintheUnitedStatesfrom2018to2022withaforecastthrough2027Forecast:ride-hailingandtaxirevenuegrowthintheU.S.2018-2027Ride-hailingTaxi80%60%40%20%0%-20%-40%-60%20182019202020212022202320242025202620278Description:0Whilerevenuefromride-hailingintheUnitedStatesisprojectedtogrowoverthecomingyears,revenueinthetaxisectorisprojectedtoshrinkoverthecomingyears.In2022,bothmarketsstillbenefittedfromthemarketreboundingfollowingtheCOVID-19pandemic.However,in2023thetaxisector'srevenuesareforecasttodecreasebyo.7percent.Meanwhile,theride-hailingsectorisexpectingarevenuegrowthof6.1percent.

ReadmoreNote(s):UnitedStates;2017to2022;basedonanOctober2023forecastwhichtakesintoacountthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsCHAPTER

02CompaniesMarketshareoftheleadingride-hailingcompaniesintheUnitedStatesfromSeptember2017toSeptember2023Leadingride-hailingcompaniesinU.S.bymarketshare2017-2023UberLyft120%100%80%60%40%20%0%10Description:Despitebeingalmostsynonymouswiththeridesharingindustry,Uber`sshareoftheU.S.markethasfluctuatedbetween68and74percentsince2017.TheremainingmarketisdominatedbyLyft,whichaccountedfor26percentofthemarketinSeptember2023.ReadmoreNote(s):UnitedStates;September2017toSeptember2023Source(s):BusinessInsider;SecondMeasureLeadingmobilityservicesrankedbybrandawarenessintheUnitedStatesin2023Mostwell-knownmobilityservicesintheUnitedStates2023Shareofrespondents0%10%20%30%40%50%60%70%80%90%100%UberLyft89%85%EnterpriseCarShareZipcar64%39%LimeTuro37%36%CurbUrbi29%29%LGetaroundGIGCarShareFree2MoveGett26%25%25%24%24%11Description:TheSanFranciscobasedUberisthemostwell-knownmobilityserviceproviderintheU.S.Foundedin2009,itisrecognizedby89%ofrespondentsintheUnitedStates.AnotherCaliforniabasedserviceLyftcomesonnumbersecondinthislist,followedbyEnterpriseCarShareandZipcar.ReadmoreNote(s):UnitedStates;JunetoAugust2023;1243respondents;18-64yearsSource(s):ConsumerInsightsGlobalnetrevenueofUberfrom2013to2022(inbillionU.S.dollars)Uber'snetrevenueworldwide2013-20223530252031.8817.46151051311.311.1420207.56.51.50.50.1020132014201520162017201820192021202212Description:UberTechnologiesgeneratedaround31.88billionU.S.dollarsinnetrevenuein2022.Themobiletransportationnetworkcompanyhasaround130millionmonthlyusersallovertheworld.

ReadmoreNote(s):Worldwide;2013to2023Source(s):UberGlobalgrossbookingvolumeofUberfromQ32016toQ12023(inbillionU.S.dollars)Uberquarterlygrossbookingsworldwide2016-2023353025201531.4130.7529.08

29.1226.4525.8923.1121.919.5418.1317.1516.4715.7615.7814.6514.7514.1712.7312.0110.8910.3510.229.051058.087.36.95.40Q3

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'2313Description:Despitethecontroversythatsurroundsthecompanyinmanyplaces,Uber`sglobalpresencehasincreasedenormouslyoverthelastyears;sincelate2016thetotalvalueofUberbookingsworldwidehasmorethantripled,reachingover31.4billionU.S.dollarsinthefirstquarterof2022,itshighestrecordedbookingstodate.UberEatswasresponsiblefor40percenttototalfooddeliverybookingsintheUnitedStatesin2022.

ReadmoreNote(s):Worldwide;Q32016toQ12023Source(s):Bloomberg;BusinessInsider;CrunchBase;TheInformation;UberNumberofridesbyUberworldwidefromQ22017toQ12023(inmillions)Uber'snumberofridesworldwidebyquarter2017-20232,5002,1242,1041,9532,0001,5001,0005001,9071,8721,7701,7691,7131,6771,6581,6411,5501,5111,4931,443

1,4471,3481,2421,1841,1361,0889858897370Q2'17Q3'17Q4'17Q1'18Q2'18Q3'18Q4'18Q1'19Q2'19Q3'19Q4'19Q1'20Q2'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'2314Description:Inthefirstquarterof2023,Uber'sridershipworldwidetotaled2.1billiontrips.Thiscomparesto1.7billiontripsinthefirstquarterof2022,representinganincreaseof24percentyear-on-year.

ReadmoreNote(s):Worldwide;Q22017toQ12023Source(s):UberGlobalrevenueofLyftfrom2016to2022(inbillionU.S.dollars)Lyft'srevenueworldwide2016-20224.54.14.03.623.53.213.02.52.01.51.00.50.02.362.161.060.34201620172018201920202021202215Description:In2022,themobiletransportationnetworkcompanyLyftgeneratedmorethan4.1billionU.S.dollarsinrevenueworldwide.LyftprovidestransportationservicesintheUnitedStatesandCanadasuchasridehailing,vehiclesforhire,motorizedscoters,bicycle-sharingsystems,amongothers.ReadmoreNote(s):Canada,UnitedStates;2016to2022Source(s):LyftActiveridersofLyftfrom2016to2022,byquarter(inmillionrides)Lyft-activeridersbyquarter2016-20222522.922.321.821.220.520.3120.3619.86201510518.918.718.617.817.417.115.51413.512.612.5

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'2216Description:Inthefourthquarterof2022,theSanFrancisco-basedridesharingservice,Lyft,hadaround20.4millionactiveriders,anincreaseofaboutninepercentcomparedtothefourthquarterof2021.Anactiveriderisdefinedasanuserthatbooksatleastonerideinaquarter.ReadmoreNote(s):NorthAmerica;Q12016toQ42022Source(s):LyftCHAPTER

03UsersFrequencyoftaxiandride-hailinguseinselectedmarketsinDecember2022Taxiandride-hailingusefrequencyin202230%25%20%15%10%28%10%8%5%0%MorethanthreetimesperweekThreetimesperweekormoreMonthly18Description:AccordingtoasurveycarriedoutinDecember2022inselectedmarketsaroundtheworld,eightpercentofrespondentsreportedusingtaxisorride-hailingservicesmorethan3timesperweek.Anadditionaltenpercentrespondedthattheyusedtheseservicesthreetimesperweekorlessbutmoreoftenthanmonthly.ReadmoreNote(s):Worldwide,Australia,Brazil,China,France,Germany,Italy,Japan,SouthKorea,Norway,SaudiArabia,SouthAfrica,UnitedArabEmirates,Egypt,UnitedKingdom,UnitedStates;December2022;30,978respondents;currentmobilityusers.Source(s):McKinsey&CompanyFrequencyofride-sharingandtaxiuseintheUnitedStatesbetweenOctober2022andSeptember2023Ride-hailingandtaxiusefrequencyintheUnitedStatesin2023Ride-hailingTaxi90%80%70%60%50%40%30%20%10%0%82%72%21%13%8%5%FrequentuserOccasionaluserNon-user19Description:BetweenOctober2022andSeptember2023,82percentrespondentstotheConsumerInsightssurveyintheUnitedStatesreportedneverusingataxi,whileonly72percentofrespondentsreportedneverusingride-hailingservices.Overall,U.S.Americansreportedusingride-hailingmorethattaxis,witharoundafifthofrespondentsbeingoccasionalusersofride-sharingservices.ReadmoreNote(s):UnitedStates;October4,2022toSeptember29,2023;60,115respondents;18-64years;residentialonlinepopulation.Source(s):ConsumerMarketInsightsRide-sharingandonlinetaxiprovidersusedintheUnitedStatesbetweenOctober2022andSeptember2023Ride-hailingprovidersusedbyridersintheUnitedStatesin2023Shareofrespondents30%

40%0%10%20%50%60%59%70%80%UberLyft74%Bird16%14%12%11%11%CurbFlywheelSoftwareLGroundLinkZypps9%8%7%6%Miles2shareWaaveOther20Description:NearlythreequartersofrespondetstotheConsumerInsightssurveyindicatedthattheyhadusedUberforride-hailingservicesinthepastyear.Meanwhile,thesecondlargestride-hailingproviderintheUnitedStatesLyft,wasusedby59percentofrespondentsinthepreviousyear.ReadmoreNote(s):UnitedStates;October4,2022toSeptember29,2023;60,115respondents;18-64years;Residentialonlinepopulation;multipleanswerspossible.Source(s):ConsumerMarketInsightsRespondents'willingnesstousesharedautonomousshuttlesasofDecember2022Willingnesstousesharedautonomousshuttlesin202245%40%39%35%31%30%30%25%20%15%10%5%0%NotwillingWillingbecauseofpositiveinfluenceoncongestionWillingbecauseofcostadvantage21Description:InDecember2022,asurveyinselectedmarketsacrosstheworldfoundthatamongtheroughlytwo-thirdsofrespondentswhowereinterestedinusingautonomousshuttles,alittleunderhalfwereinterestedinthecostadvantagewhilealittleoverhalfwereinterestedbecauseofthepositiveeffectoncongestion.Meanwhile,30percentofallrespondentsindicatedthattheyhadnointerestinusingautonomousshuttles.ReadmoreNote(s):Worldwide,Australia,Brazil,China,France,Germany,Italy,Japan,SouthKorea,Norway,SaudiArabia,SouthAfrica,UnitedArabEmirates,Egypt,UnitedKingdom,UnitedStates;December2022;30,978respondents;currentmobilityusers.Source(s):McKinsey&CompanyModesoftransportintendedtobereplacedbyautonomousshuttlebyrespondentsinterestedinadoptingthemodein2022Mobilitymodesintendedtobereplacedbyautonomousshuttlesin2022Shareofrespondents0%5%10%15%20%25%30%35%40%45%PrivatevehiclesPublictransit42%27%Non-autonomoustaxisandride-hailingCar-sharing17%14%Walking13%Micro-mobility9%Newtravel;noreplacement10%22Description:Amongsurveyrespondentsinselectedcountriesaroundtheworld,whoindicatedwillingnesstouseautonomousshuttles,themostcommonmodetobereplacedat42percentwereprivatevehicles.Thiswasfollowedbypublictransitandnon-autonomoustaxisandride-hailingReadmoreNote(s):Worldwide,Australia,Brazil,China,France,Germany,Italy,Japan,SouthKorea,Norway,SaudiArabia,SouthAfrica,UnitedArabEmirates,Egypt,UnitedKingdom,UnitedStates;December2022;21,685respondents;baseincludesrespondentswillingtouseautonomousshuttles.Source(s):McKinsey&CompanyShareofrespondentsinterestedinusingautonomousride-hailingintheUnitedStatesin2023,byusecasesUnitedStates:leadingintendedusesofautonomousride-hailing2023Shareofrespondents10%0%5%15%20%25%30%ExploringanewcityortouristdestinationTravelingtotheairportortrainstationLate-nighttransportationoptionsarelimitedRoadtripsorlong-distancetravelGoingoutforsocialactivitiesoreventsFamilyoutingsorweekendtripsRunningerrands27%27%27%25%21%21%20%19%18%17%CommutingtoworkorschoolTransportingindividualswithlimitedmobilityBusinesstravelforenhancedproductivityTransportingchildren12%Other1%Noneoftheabove26%23Description:U.S.surveyrespondentsin2023sawthemainuseofautonomousride-hailing,whenitbecomesavailable,fortransportintouristdestinationsorplacestheyarenotfamiliarwith,fortransporttotrainstationsorairports,orasatransportoptionforlate-nighttravel.27percentofrespondentsindicatedthattheywouldconsiderautonomousride-hailingforeachofthesepurposes.ReadmoreNote(s):UnitedStates;2023;2,000respondents;datarepresentsrespondentswhohaveboughtcarsintheprevious10yearsSource(s):IpsosCHAPTER

04DriversShareofride-hailingdrivershavingexperiencedviolence,harassmentandthreatswhileworkingintheUnitedStatesin2023RatesofviolenceexperiencedbyU.S.ride-sharedrivers2023Shareofdriversreportingabuse0%10%20%30%40%50%60%70%67%80%ExperiencedanytypeofviolenceVerballyabused52%Vehicledamaged40%Calledaracial,ethnic,orreligiousslurSexuallypropositioned32%27%26%VerballythreatenedwithphysicalharmCalledagender,sexual,orhomophobicslurPhysicallygrabbed,groped,orhitRobbedand/orcarjacked14%14%10%SexuallyassaultedorrapedShotorstabbed3%2%25Description:Accordingtoa2023survey,overtwo-thirdsofride-hailingdriversintheUnitedStateshaveexperienceviolenceorabuseintheirlineofwork.Themostcommonlyreportedformofharassmentwasbeingverballyabused,whichmorethanhalfofdriverhadexperienced.Meanwhile,twopercentofdriversreportedhavingbeenshotorstabbed.ReadmoreNote(s):UnitedStates;February23toMarch172023;906respondents;app-basedride-hailingdriversactiveinthepastthreemonthsSource(s):StrategicOrganizingCenterReasonsgivenbyride-hailingdriversforofferingridestopassengersmakingthemfeelunsafeintheUnitedStatesin2023,byraceReasonsforcontinuingunsaferidesamongU.S.ride-sharedrivers2023ShareofdriverscitingreasonforcontinuingrideDriversofcolor0%Whitedrivers10%20%30%40%50%60%70%70%80%Concernedpassenger(s)wouldleavenegativereviews,whichmightleadtodeactivation54%62%ConcernedaboutlosingincomeConcernedpassenger(s)wouldrespondviolentlytowardmeormyvehicleConcernedcancellationratewouldincrease,whichmightleadtodeactivation54%63%61%56%51%51%Concernedaboutfallingbelowallowablerideacceptancerate,whichmightleadtodeactivation40%26Description:Accordingtoa2023survey,ride-hailingdriversofcolorintheUnitedStatesweremostlikelytociteconcernsaboutreceivingnegativereviews,whichmightleadtotheiraccountbeingdeactivated,asthereasonforcontinuingaridewithpassengerswhomadethemfeelunsafe.Amongwhitedriverstheconcernmostlikelytoleadthemtocontinueanunsafetripwasaviolentresponsefromthepassengers,beingcitedby61percentofrespondents.Althoughnotthemostcommonconcernin[...]

ReadmoreNote(s):UnitedStates;February23toMarch172023;536respondents;app-basedride-hailingdriversactiveinthepastthreemonthsSource(s):StrategicOrganizingCenterDistributionofaveragehourlyearningsoffull-timeride-sharingdriversinChicago,UnitedStatesin2021Chicago:Averagehourlyearningdistributionoffull-timeride-hailingdriversEarningsbasedontriptimeEarningsbasedonsessiontime80%69.2%70%60%50%40%30%20%10%0%65.3%22.6%18%12.2%9.1%2.4%0.5%0.6%0%11-20USD0%51-60USD0%21-30USD31-40USD41-50USDmorethan60USD27Description:Morethantwo-thirdsoffull-timeride-hailingdriversinChicagoin2021recordedaveragehourlyearningsbetween21and30U.S.dollarspre-expenseswhenconsideringthetotalloggedhours.Thisincludestimewhiledrivingwithorwithoutpassengers.Whenconsideringaveragehourlyearnings,onlyconsideringtriptimeswithpassengers,themajorityofdriversearnedbetween31and40U.S.dollars.

ReadmoreNote(s):UnitedStates(Illinois);March10toApril12021;7,000+respondents;pre-expensesearningsofdriverslogging30hoursormoreperweek.Source(s):BACP;CroweHorwathAverageweeklysession-timeoperatedbyride-sharingdriversinChicago,UnitedStatesin2021(inhours)Chicago,UnitedStates:Averageweeklysessiontimeofride-hailingdrivers45%39%40%35%30%25%20%15%10%5%24.9%19.8%16.3%0%0to9hours10to19hours20to29hours30+hours28/statistics/1421338/ride-hailing-drivers-weekly-average-session-time-chicago-united-statesAroundonefifthofride-hailingdriversinChicagoreportedthattheyloggedover30hoursinanaverageweekoftotalworktimein2021.Meanwhile,morethanhalfofride-hailingdriversspentlessthan20hoursinanaverageweekw