Market Study 2020

“Urban Mobility Market Potentials” – A Bright Outlook in Dark Days

Will the COVID-19 pandemic and the associated risk of infection become the final stab in the back for shared mobility, and thus the end of innovative mobility services?

As mobility enthusiasts, we answered this question intuitively with a clear “no”. However, during the height of the Corona crisis, buses and trains were almost empty, kick scooters stood deserted as if they personified the virus itself, and cities worldwide faced a huge increase in congestion because people preferred driving alone instead of using public transport. In order to differentiate our intuitive answer, we not only discussed the question of the future of mobility post-COVID with 13 Urban Mobility experts of many renowned mobility companies, such as, among others, Daimler, Bosch, Porsche, Moia, Moovel, Gett, Here Technologies, PTV, Berliner Verkehrsbetriebe or Hamburger Hochbahn. In addition, we addressed it with more than 20 international colleagues from our Cordence Worldwide network and learned that they share our long-term outlook.

If you have invested in Urban Mobility, three core questions arise:

  1. Which market segments within Urban Mobility are still promising? 
  2. Which market positions (e.g. customer interfaces, sales channels, etc.) are key to securing competitive positions and margins? 
  3. How to achieve profitability with future Urban Mobility business models?

Important as these questions are, answers vary and are quite individual. As this study provides a broad overview of the Urban Mobility market in total, we focus in this paper on the most fundamental question: Which market segments are promising in the Urban Mobility landscape? And we will be happy to discuss our insights, thoughts and experiences on the latter two questions with you in person.

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