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세계의 자동차 스타트업의 투자 데이터베이스 랭킹 : EV, 배터리, 자율주행, AI, 공유 및 지속 가능한 모빌리티에서 3,000개 이상의 기업

Automotive Start-up Investment Database & Ranking: 3000+ entities in EVs, Batteries, Autonomous, AI, Shared and Sustainable Mobility

발행정보: | 리서치사: Auto2x | 페이지 정보: 영문

    
    


※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.

세계의 자동차 스타트업(Automotive Start-up) 각사의 투자액·자금조달액에 관한 조사 및 순위 조사(랭킹)를 실시했습니다.

주요 특징

  • 3,000사 이상의 스타트업을 추적 조사
  • 싱글 유저의 연간 액세스 : 온라인 트래커+분기 보고서
  • 매월 데이터 갱신 : Seed, SeriesA·B등 자금 조달 스테이지를 파악
  • 혁신적인 스타트업에 대한 독점적 인터뷰 제공
  • 시장 구분 : 전기자동차, 배터리, 지속가능성, AI, 커넥티드카, 공유 모빌리티 등
  • Auto2x 스타트업 랭킹 : 투자 및 파트너십 기회 해명

자동차 스타트업 랭킹 데이터베이스가 새로운 혁신과 전략적 기회를 제공

자동차 산업에서 가장 큰 성장 기회는 어디에 있는가?

스타트업의 자금 조달은 성장 기회의 크기와 '니즈 갭'을 채우기 위한 기업의 전략에 대해 몇 가지 신호를 제공합니다.

자동차 산업이 직면하는 가장 큰 과제는 다음과 같습니다.

  • 1. 증가하는 전기자동차 수요를 지원하기 위해 배터리의 지속 가능한 개발을 얼마나 빠르게 진행할 것인가 : 배터리 재활용, 깨끗한 배터리 개발
  • 2. 자율주행의 혁신을 수익화하는 방법 : 자율주행 트럭, 로보셔틀, L4 구독 등
  • 3. AI와 소프트웨어에 의하여 운영과 제품의 DX(디지털 변환) 를 어떻게 지원하는가?

Auto2x의 자동차 스타트업 투자 데이터베이스는 3,000개 이상의 기업을 추적하고 자금 조달, M&A 및 제휴의 새로운 기회를 밝혀 줍니다.

전기차와 배터리 스타트업은 재활용을 중심으로 2023년 92억 달러를 기록

전기 모빌리티에는 전기자동차와 스쿠터, 배터리, 배터리 재활용, EV 충전 등이 포함됩니다. EV배터리의 신흥기업은 VC로부터의 자금 조달이 감속하고 있음에도 불구하고 여전히 많은 돈을 모으고 있습니다.

2023년 첫 10개월 동안 전기자동차 배터리를 다루는 스타트업에 대한 VC 자금 조달액은 이미 2022년 수준인 78억 달러를 넘어섰습니다.

또한 올해 세계 벤처 투자가 줄어들고 있음에도 불구하고 자금조달액은 2021년 최고액 120억 달러를 상회하는 기세를 보여줬습니다.

초기 단계 자동차 관련 스타트업의 자금조달액은 2022년에는 10% 감소한 110억 달러에 달할 전망

  • 중국의 스타트업은 국내 브랜드의 프리미엄 전기자동차 분야에서 자금 조달 측면에서 계속 큰 점유율을 모으고 있습니다.
  • 미국 스타트업은 2021년 24억 달러, 2022년 31억 달러, 2023년 1분기 1,700만 달러, 2년간 57억 달러를 조달했습니다.
  • 유럽의 스타트업은 32억 달러를 조달했으며, 그 중 10억 달러가 전기자동차에, 7억 달러가 자율주행 차량에 사용되었습니다.

자동차 스타트업의 자금조달액(2021년 1분기-2023년 1분기)은 240억 달러에 달하고, 전동화가 견인

전기화에 종사하는 스타트업의 자금조달액은 2년간 120억 달러에 달했습니다. 여기에는 전기자동차, 배터리 등 에너지 저장, 배터리 비즈니스 모델, EV 충전 등이 포함됩니다.

차세대 전기자동차에 착수하는 초기 단계의 스타트업에 대한 자금조달액은 2021년 36억 달러에서 2022년에는 72억 달러로 2배 이상으로 증가했지만, 자율주행과 공유 모빌리티의 비즈니스 모델에 대한 자금 조달 금액이 축소되었습니다.

2023년 자율주행 스타트업 자금조달 회복

자율주행 스타트업 자금은 2021년 35억 달러에서 20억 달러로 급감한 격동의 2022년 이후 2023년에는 291달러로 회복되었습니다.

자율주행차를 다루는 초기 단계의 스타트업은 2021년 1분기부터 2023년 1분기까지 2년간 60억 달러의 자금을 확보하고 있습니다.

유럽의 스타트업이 조달한 초기 단계의 자금 조달의 절반은 레벨 4의 자동 운전 소프트웨어의 개발 지원에 충당되고 있으며, 17%는 자동 운전 트럭용으로 되어 있습니다.

공유 모빌리티 및 신규 비즈니스 모델의 자동차 스타트업 자금 조달액은 2022년 반감

Mobility-as-a Service, 대출, 보험, 유지 보수 등을 포함한 모빌리티 비즈니스 모델의 자동차 스타트업 자금 조달액은 60억 달러에 이르렀고, 자율주행차(60억 달러)가 대부분을 차지했습니다.

Web3 자금 조달 증가 중

자동차 업계의 초기 단계인 Web3용 스타트업 대출은 분산화, 프라이버시, 투명성을 지원하는 Web3이 2021년 2,900만 달러에서 2022년 3,600만 달러로 증가했습니다.

WEB3의 유럽 초기 단계의 스타트업은 2021년부터 2023년 1분기까지 520만 달러의 자금을 조달했습니다. 자금 조달액은 2021년 120만 달러에서 2022년 3배의 370만 달러로 증가했습니다.

AI 기술의 어떤 이용 사례가 자동차 분야에서 최대의 자금 조달액을 모을 것인가?

자동차용 AI 벤처기업의 초기 단계 자금조달액은 2021년 14억 달러에서 2022년 9억 6,000만 달러(31% 감소)로 축소되었습니다. AI의 자금조달액은 2021년 1분기부터 2023년 1분기까지 189자금 라운드에서 24억 달러에 달했습니다.

중국은 자금 조달액 측면에서 스타트업 혁신 허브의 선두를 유지

중국은 2021년 1분기부터 2023년 1분기 사이에 120개의 라운드로 129억 달러를 확보하고 자동차 스타트업 자금 조달로 선도하고 있습니다.

LYJ 24.04.16

Key Features:

  • More than 3000 start-ups tracked
  • Single user annual access to online tracker + Quarterly report
  • Monthly update of data: Funding stages captured include Seed, Series-A, B and more
  • Exclusive access to interviews with innovative Start-ups
  • Segmentation by: Electric Vehicles, Batteries, Sustainability, AI, Connected Cars, Shared Mobility and more
  • Auto2x ranking of Start-potential to reveal opportunities for investment or partnerships

Automotive Start-up Ranking Database unveils new innovation and strategic opportunities

Where are the biggest opportunities for growth in the Automotive industry?

Startups have identified how to solve some of the biggest challenges the Automotive industry faces.

Start-up funding provides some signals of how big the opportunities are for growth and the strategy of players to close the "need gap".

Some of the biggest challenges the automotive industry faces are:

  • 1. How to fast-track the sustainable development of batteries to support the growing demand for Electric cars: enter battery recycling, clean batteries
  • 2. How to monetize the innovation in autonomous driving: e.g. with Autonomous Trucks, robo-shuttles, L4 subscriptions.
  • 3. How to support the digital transformation of operations and products with AI and software.

Auto2x Automotive Start-up Investment Database tracks more than 3000 entities to unveil new opportunities for funding, M&A and collaborations.

Electric Vehicle and Battery start-ups attract $9.2 Billion in 2023, led by recycling

Electric Mobility includes electric cars or scooters, batteries, battery-recycling and EV-Charging. EV battery startups still attract significant capital, despite the slowdown in VC funding.

In the first 10 months of 2023, VC funding in startups working in Electric Vehicle batteries has already surpassed the 2022 level of $7.8 Billion.

The funding is also in trajectory to surpass the 2021 high of $12 Billion, despite the fact that global venture investment has decreased this year.

Redwood Materials has secured $4.4 Billion total funding. The Nevada-based battery recycling startup founded by former Tesla CTO JB Straubel, picked up $1 billion in Series D funding.

The company also acquired REDUX Recycling GmbH, a German battery recycler, in the end of September 2023.

Chinese EV startup Hozon or Neta Auto, raised about $960 million (7 billion yuan) in pre-IPO funding round.

Stack AV, a US startup working on autonomous systems for the trucking business founded by Argo AI's execs, is now backed by SoftBank with more than $1 Billion.

Early-stage Automotive start-up funding shrunk by 10% in 2022 to $11 Billion

Funding in early-stage Automotive startups, which includes Pre-Seed, Seed, A and B Series, slowed down from $12.2 Billion in 2021 to $10.9 Billion in 2022 and just $1.5B in Q1 2023, according to data from Crunchbase.

The selection of the two-year period reflects the activity since the startup of the COVID-19 pandemic and the development of the "New Normal" in the automotive industry in terms of an accelerated shift to energy independence, sustainability and software-driven business models.

  • Chinese startups continue to attract the lion's share in terms of funding in premium electric vehicles backed by domestic car brands GAC, Geely and Dongfeng and autonomous driving startups, DeepRoute.ai and Didi.
  • US startups secured $5.7 Billion in the 2-year period, from $2.4 Billion in 2021, to $3.1B in 2022 and $0.17 in Q1 2023.
  • European startups raised $3.2B, of which $1.0B went to Electric Vehicles and $0.7B for Autonomous Vehicles.

Automotive start-up funding reached $24 Billion from Q1 2021 to Q1 2023, led by electrification

Funding in start-ups working on Electrification amounted to $12 Billion for the 2-year period. This includes electric vehicles, energy storage like batteries, battery business models and EV charging.

Funding in early-stage start-ups working on next-generation Electric Vehicles more than doubled in 2022 to $7.2 Billion, from $3.6 in 2021; while funding in Autonomous and Shared Mobility business models shrunk, Auto2x.

The Top funding rounds in Electric Cars and EV charging infrastructure between Q1 2021 and Q1 2023 went mostly to Chinese premium EV brands of major Chinese manufacturers.

  • 1. Chinese EV Manufacturer GAC Aion New Energy Automobile raised $2.5 Billion in Series A in October 2022, which made it China's most-valuable EV start-up with RMB 103.3 billion at that time;
  • 2. U.S-based TeraWatt Infrastructure raised $1 Billion in Series A to scale EV Charging across America, said the company in a press release in September 2022.
  • 3. Geely's Zeekr premium Electric vehicle manufacturer raised $750 Million Series A round in February 2023, which led to a $13 Billion valuation. Zeekr will use the funds raised in Series-A to accelerate global development of its propriety technologies whilst also aiming to expand its global market footprint by entering the European market in 2023, according to Geely.
  • 4. Dongfeng Motor's high-end EV brand Voyah raised $702 Million in Series A Round in Novermber 2022, setting its post-financing market valuation at nearly 30 billion yuan at that time.

Autonomous Driving start-up funding rebounded in 2023

After a turbulent 2022, when funding in Autonomous Driving start-ups plummeted to $2 Billion, down from $3.5 Billion in 2021, 2023 saw recovery to $2.91.

Early-stage start-ups working on autonomous vehicles secured $6 Billion funding in the 2-year period between Q1 2021 and Q1 2023, Auto2x.

The Top-3 automotive start-up funding rounds in Autonomous Driving / Autonomous Vehicles came from Chinese start-ups working on Level 4 autonomy which provides un-supervised driving.

  • Chinese autonomous driving start-up Deeproute.ai raised $300 Million in Series B in September 2021 to expand its Level-4 Autonomous Driving for Robotaxis and Trucks to urban logistics and fleet operation;
  • Didi Woya secured $300 Million for L4 Autonomous Driving Robotaxis in a Series B round in July 2021. In April 2023, Didi Global announced its intention to develop its own robotaxis by 2025.
  • WeRide raised $300 Million in Series C funding for its L4 Autonomous Driving Robotaxis in June 2021.

European Autonomous Driving start-ups secured $0.71 Billion funding since 2021, across 87 rounds.

  • Wayve, a UK start-up working on Level 4 Autonomous Driving Software), raised $200 million in Series B from investors including Microsoft.
  • Einride (Level 4 Autonomous Trucks),
  • Vay (Tele-operation),
  • EasyMile (Level 4 Autonomous Driving Software) and
  • Oxbotica (Level 4 Autonomous Driving Software)

Half of the early-stage funding raised by European start-ups is supporting the development of Level 4 Autonomous Driving Software, while 17% is for Autonomous Trucks, Auto2x analysis.

Start-up funding in Autonomous Driving reaches $869 Million in Q1 2024

Autonomous Driving Software, AMOD, computing and software-defined sensors are in demand.

The distribution of funding by core technology taxonomy and business segment reveals a heavier share in software and mobility services, which hold the big potential in revolutionizing safety and convenience.

  • Approximately 30% of funding went to Autonomous Driving Software for validation and features of autonomous driving;
  • 24% went to Autonomous Mobility on Demand, such as robo-shuttles;
  • 12% for compute to manage the requirements for data processing performance;
  • 7.7% Next-generation radars, including digital radar-on-chip and software-defined radars
  • Autonomous Trucking start-ups received just 4% of the funding pool, reflecting the challenges this segment faces with commercialization.

1. More than $265M or 30% of Q1 2024 funding went to Autonomous Driving Software

  • In March 2024, Autonomous vehicle software developer Applied Intuition raised $250 in Series E, with Porsche Investments Management among the investors
  • Haomo raised $14 Million in Series B1 round. HPilot, Haomo's advanced driver assistance system, is equipped in more than 20 vehicle models, accumulating a combined mileage of over 120 million kilometers.

2. Autonomous Mobility on Demand (AMOD) attracted $210 Million, or 24% share

  • Led by P3 with $110 Million and Zelos with $100 Million.

3. Twelve percent (12%) of funding went to Compute

  • In February 2024, Recogni raised $102 Million in Series C to advance next generation AI Inference System for Generative AI and Intelligent Autonomy with high-performance computing and power efficiency.

4. Almost $40 Million in Autonomous Trucks, or 4% of the total

  • Chinese start-up Qiangua Technology raised $14.1 Million, similar to RITS.

5. adar sensors for perception attracted 7.7% share or $67.5 Million

  • In addition to Uhnder's digital radar-on-chip, in March 2024, Neural Propulsion Systems (NPS) completed $17.5M Series B for software-defined radar and gets strategic investment from GM Ventures.

Early-stage Start-up funding in Autonomous Driving increased 3-fold from in Q1 2024, from Q1 2023

Early-stage funding in Autonomous Driving Start-ups, which includes Pre-Seed, Seed, Series A and B, only amounted to $483 Million in Q1 2024, up from $183M in Q1 2023.

The 3-fold increase in funding year-on-year, couple with the fact that early-stage funding accounted for almost half of the overall Q1 2024 funding, is a positive signals towards investor interest in autonomous driving start-ups.

The largest deals came from Series A from P3 and Zeros in autonomous mobility.

Automotive start-up funding in Shared Mobility and new business models slashed in half in 2022

Automotive start-up funding in Mobility business models, which include mobiility-as-a-service, financing, insurance and maintanance secured $6 Billion and autonomous vehicles ($6B) accounted for most of the funding.

To learn more about the strategies of carmakers in shared mobility and their business models in sharing, EV charging, parking and financing, read our report.

Web 3 funding is on the rise

Early-stage automotive start-up funding in Web3, which supports the decentralization, privacy and transparency, rose from $29 Million in 2021 to $36 Million in 2022.

Early-stage European start-ups in WEB3 raised $5.2 million in fundings between 2021 and Q1 2023. Funding amount tripled in 2022 to $3.7 million, from $1.2 million in 2021.

Which AI technology use cases attract the biggest funding amount in Automotive?

Early-stage funding in AI Automotive start-ups shrunk by 31% in 2022 to $0.96 Billion, from $1.40 Billion in 2021. AI funding amounted to $2.4 Billion between Q1 2021 and Q1 2023, across 189 funding rounds.

In Q1 2023, automotive start-up funding amounted to $57 million, down from $398M in Q1 2021 and $539M in Q1 2022.

AI Automotive start-up funding accounted for 10% of overall early-stage Automotive Start-up funding in the 2 Year-Period, down from 12% in 2021.

AI in Autonomous Driving holds the lion's share in terms of funding with 85% share of the total funding in the 2-year period ($2 Billion).

Robotaxis and Robobus providers led by China's WeRide and DeepRoute.ai, together with Level 4-Autonomous Driving Software developers, such as UK's Wayve, were the main AI use cases in terms of funding amount.

Top5 AI start-ups in Autonomous Driving by funding amount between Q1 2021 and Q1 2023

  • 1. WeRide with $300M,
  • 2. DeepRoute with $300M and
  • 3. Metropolis with $208M ranked in the Top3 by funding amount in between Q1 2021 and Q1 2023.
  • 4. Sotorea raised $204 Million and
  • 5. UK's Wayve raised $200 Million.

AI for mobility business models follows with $0.25 Billion led by UK insurtech provider Flock.

China retains the lead of top start-up innovation hub by funding

China leads Automotive Start-up funding with $12.9 Billion secured across 120 rounds between Q1 2021 and Q1 2023.

  • Electrification accounted for 57% of the 2-year total with $7.4 Billion peaking in 2022 ($4.5B). GAC, Zeekr and Voyah led the way.
  • Mobility Business Models accounted for 24% peaking in 2021 with $2.9 Billion, with T3 Mobile Travel Services raising $1.2 Billion in 2021.
  • Autonomous Driving secured $2.3B in the 2-year period, from $1.6B in 2021 to $0.6B in 2022 and $0.1B in Q1 2023. Inceptio Technology's Series B led funding with $0.5B, followed by Deeproute and Didi Woya.

Chinese carmakers are very active in the development of New Energy Vehicle offerings and new mobility business models.

China is driven by its ambition to transform from a production-based economy to an innovative economy and allocate a vast amount of private-venture capital.

New Energy Vehicles are crucial to this plan. NEVs include Battery Electric Cars, Plug-in-Hybrids and Fuel-Cell vehicles.

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