Micromobility Data

Chronicling one of the great cultural and technological shifts of history with the hard numbers.

[Micromobility Data @MMDataOrg]

"This adds up to a total of $220 billion in what can be considered an automobile sustaining strategy."

-@asymco

[Micromobility Data @MMDataOrg]

Mobility investment summary:

On-demand services :: $56.2B

Electric drive systems (total: $71.4B)
- EV and charging $19B
- Batteries $14.3B
- Semiconductors $38.1B

[Micromobility Data @MMDataOrg]

Self-driving systems (total: $84B)
- AV sensors and ADAS components $29.9B
- Connectivity, infotainment $20.8B
- AV software and mapping $13.5B
- HMI and voice recognition $7.4B
- Telematics and intelligent traffic $12.4B
- Back end/cybersecurity $9B

2019-2020 @McKinsey

[Micromobility Data @MMDataOrg]

There are:

1,680 cities with 300,000 residents.

40 cities with 10,000,000 residents.

1 about to be home to 40,000,000.

[Micromobility Data @MMDataOrg]

Expected to reach 70%+ by 2050

[Micromobility Data @MMDataOrg]

Over 50% of the worlds population now chooses to live in cities.

-@asymco

[Micromobility Data @MMDataOrg]

“The so-called EV car market is perhaps overly optimistic in a projected 80M units/yr in 14 years (up from 3.4 million last year)

but I believe the micromobility market of 200 million units is conservative.”

https://t.co/XDjcmCQMCE

[Micromobility Data @MMDataOrg]

There are more micromobility vehicles in use in the world than there are cars.

300M+ e-bikes in China 🇨🇳

230M+ two-wheelers in India 🇮🇳

72M+ bikes in Japan 🇯🇵

40M+ bikes in Brazil 🇧🇷

100M+ bikes in the U.S. 🇺🇸

-@asymco

[Micromobility Data @MMDataOrg]

Source @MicromobilityCo @asymco

[Micromobility Data @MMDataOrg]

CO²/km per vehicle and how much it weighs.

Hint: EVs aren’t what you think.

[Micromobility Data @MMDataOrg]

Less than 20% of the world’s population has access to personal transportation.

Similar to internet in 2007
Similar to cell phones in 2002

-@asymco

[michal Naka @michalnaka]

The per minute price of a scooter in Miami ($.49) costs more than the price of a Car2go Mercedes CLA ($.45) circa 2019.

The real kicker is that the vehicle speed is capped at 8 mph. 💨

[Micromobility Data @MMDataOrg]

@Young_T_KIM @microscooters @nycmimo @MicroMoCo @micromobilityFR @moxiemobility @voitechnology @limebike @Zipcar @rmchase 👍

[Horace Dediu @asymco]

Marchetti’s Constant

[Micromobility Data @MMDataOrg]

This is far too low an estimate for micromobility. @MicromobilityCo has been saying it ever since, and it’s even truer now.

But here’s a timestamped tweet to demonstrate it incorrect in a matter of years.

[Micromobility Data @MMDataOrg]

@weelautonomy 📈

[Micromobility Data @MMDataOrg]

@copenhenken @BicycleDutch 📈

[Micromobility Data @MMDataOrg]

Pay attention to the green.

And realize that scooters are represented only by the infant dockless models of years (many generations) ago. Otherwise it would be much closer to the ebike.

[Micromobility @MicromobilityCo]

🛣️ It's easy to see which mode gives you more bang for you buck (in a post-COVID world).

[Micromobility @MicromobilityCo]

🔋Prices for lithium ion battery packs dropping, a welcomed sign for prospective EV makers.