전기 이륜차 공유 시장 : 시장 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2025-2034년)

The Global Electric Two-Wheeler Sharing Market was valued at USD 1.9 billion in 2024 and is estimated to grow at a CAGR of 13.1% to reach USD 5.5 billion by 2034. As urban populations continue to rise and major cities face mounting congestion issues, traditional public transport, and personal vehicles often fall short when it comes to addressing short-distance and last-mile connectivity. That's where electric two-wheeler sharing services come in. These solutions offer a fast, flexible, and eco-friendly alternative that fits seamlessly into daily commutes, particularly in densely populated areas. Consumers now prioritize convenience, mobility, and cost-efficiency over the responsibilities of vehicle ownership. With shared e-mobility services available through user-friendly apps, riders enjoy real-time access to electric vehicles that meet their daily transport needs without contributing to traffic congestion or pollution. The shift in urban transport behavior is also being shaped by the younger, tech-savvy demographic that prefers mobility-as-a-service (MaaS) platforms, pushing adoption to new heights.

Rising environmental awareness and a global push for clean mobility have become major growth drivers for this market. As carbon emissions, poor air quality, and urban traffic jams escalate, electric mobility emerges as a logical and sustainable solution. Shared electric vehicles produce zero tailpipe emissions and come with significantly lower maintenance demands compared to traditional gas-powered alternatives. These benefits appeal to both consumers looking to reduce their carbon footprint and city officials working toward sustainability targets. Government support is playing a crucial role as well-ranging from subsidies and tax incentives to the rollout of zero-emission zones and electric vehicle charging infrastructure. These initiatives are boosting adoption while also aligning with the broader shift toward smart, green cities.

In 2024, electric kick scooters led the market, holding a 46% share, and are projected to grow at a CAGR of 12.5% through 2034. Their compact size, ease of use, and affordability make them a go-to option for urban riders. They're especially useful in tight urban spaces where traditional vehicles struggle, and their low maintenance costs make them an attractive choice for mobility providers looking to scale quickly.

Dockless, or free-floating, systems dominated the market with a 76% share in 2024 and are expected to maintain strong momentum, growing at a 13% CAGR through 2034. These systems let users pick up and drop off vehicles anywhere within approved areas, offering unmatched convenience. App-based platforms enable seamless booking, tracking, and payment, while cities support these systems for their role in reducing congestion and advancing clean mobility goals.

China's Electric Two-Wheeler Sharing Market reached USD 318.5 million in 2024, thanks to rapid urbanization, government-led EV policies, and strong EV infrastructure. Battery-swapping stations, smart charging networks, and mobile-integrated services have made shared e-mobility efficient and widely accessible.

Leading players like Bird.co, TIER Mobility, Yulu, Bolt, GrabWheels, Voi Technology, Revel, Dott, Lime Micromobility, and Helbiz are expanding fleets, enhancing route and battery efficiency, and partnering with city governments. Many are investing in AI-powered fleet management, dynamic pricing, and public transit integration to improve user experience and cut costs. Eco-conscious operations and circular economy practices are also gaining ground, helping companies comply with regulations and appeal to green-minded users.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 Electric two-wheeler manufacturers
  • 3.2.2 Battery and charging infrastructure providers
  • 3.2.3 Technology and software platform developers
  • 3.2.4 Shared mobility operators
  • 3.2.5 City authorities and regulatory bodies
• 3.3 Profit margin analysis
• 3.4 Trump administration tariffs
  • 3.4.1 Impact on trade
    • 3.4.1.1 Trade volume disruptions
    • 3.4.1.2 Retaliatory measures by other countries
  • 3.4.2 Impact on the industry
    • 3.4.2.1 Price volatility in key materials
    • 3.4.2.2 Supply chain restructuring
    • 3.4.2.3 Production cost implications
  • 3.4.3 Key companies impacted
  • 3.4.4 Strategic industry responses
    • 3.4.4.1 Supply chain reconfiguration
    • 3.4.4.2 Pricing and product strategies
  • 3.4.5 Outlook and future considerations
• 3.5 Technology & innovation landscape
• 3.6 Cost breakdown analysis
• 3.7 Price trends
• 3.8 Patent analysis
• 3.9 Key news & initiatives
• 3.10 Regulatory landscape
• 3.11 Impact forces
  • 3.11.1 Growth drivers
    • 3.11.1.1 Rising urban congestion and last-mile needs
    • 3.11.1.2 Growing environmental concerns and sustainability focus
    • 3.11.1.3 Cost-effective mobility option
    • 3.11.1.4 Subsidies on electric vehicles, favorable regulations, and infrastructure investments
    • 3.11.1.5 Technological advancements and app integration
  • 3.11.2 Industry pitfalls & challenges
    • 3.11.2.1 High initial investment
    • 3.11.2.2 Limited charging infrastructure
• 3.12 Growth potential analysis
• 3.13 Porter's analysis
• 3.14 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Fleet Size)

• 5.1 Key trends
• 5.2 Electric motorcycle
• 5.3 Electric scooter
• 5.4 E-bikes
• 5.5 Electric kick scooter

Chapter 6 Market Estimates & Forecast, By Sharing System, 2021 - 2034 ($Bn, Fleet Size)

• 6.1 Key trends
• 6.2 Docked
• 6.3 Dockless (Free-Floating)

Chapter 7 Market Estimates & Forecast, By Battery, 2021 - 2034 ($Bn, Fleet Size)

• 7.1 Key trends
• 7.2 Removable/swappable battery
• 7.3 Fixed/integrated battery

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn, Fleet Size)

• 8.1 Key trends
• 8.2 Individual consumers
• 8.3 Tourists
• 8.4 Corporate/institutional users

Chapter 9 Market Estimates & Forecast, By Business Model, 2021 - 2034 ($Bn, Fleet Size)

• 9.1 Key trends
• 9.2 B2C (Business-to-Consumer)
• 9.3 B2B (Business-to-Business)
• 9.4 P2P (Peer-to-Peer) sharing

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Fleet Size)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 UK
  • 10.3.2 Germany
  • 10.3.3 France
  • 10.3.4 Italy
  • 10.3.5 Spain
  • 10.3.6 Russia
  • 10.3.7 Nordics
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 South Korea
  • 10.4.5 ANZ
  • 10.4.6 Southeast Asia
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 MEA
  • 10.6.1 UAE
  • 10.6.2 Saudi Arabia
  • 10.6.3 South Africa

Chapter 11 Company Profiles

• 11.1 Bird.co
• 11.2 Bolt
• 11.3 Bounce Infinity
• 11.4 Cityscoot
• 11.5 Cooltra
• 11.6 Dott
• 11.7 emmy Sharing
• 11.8 Felyx
• 11.9 GoShare (by Gogoro)
• 11.10 GrabWheels
• 11.11 Grin
• 11.12 Helbiz
• 11.13 HelloBike
• 11.14 Lime Micromobility
• 11.15 Meituan (Mobike)
• 11.16 Revel
• 11.17 Spin
• 11.18 TIER Mobility
• 11.19 Voi Technology
• 11.20 Yulu