카셰어링 밸류체인의 진화(2015-2035년)

Operational Optimization and Strategic Partnerships are Driving Transformational Growth

Traditional carsharing refers to short-term vehicle rentals where users can pick up and return vehicles either at fixed stations (station-based) or at flexible locations within a designated area (free-floating). In this model, carsharing operators typically own and manage the vehicle fleets. Zone-based operators primarily support station-based services, providing structured access points across urban areas.

This study focuses on the European traditional carsharing market, with an emphasis on the evolution of the carsharing value chain. It provides both high-level market key performance indicators (KPIs) and an in-depth analysis of how the value chain has transformed between 2015 and 2035.

Scope and Objectives

The study examines the current cost structure of a typical carsharing operator and projects how this breakdown is expected to change by 2035. Key components of the carsharing value chain assessed in this study include:

• Vehicle acquisition providers
• Vehicle technology and telematics companies
• Carsharing operators
• Multimodal integration platforms
• Regulatory and funding stakeholders

In addition, the study examines the evolution of each component of the value chain from 2015 to 2024, including partnership and contract structures, technology adoption and integration, and business models and operational frameworks. Real-world case studies from leading market participants illustrate these shifts.

The study also provides a forward-looking analysis to 2035, outlining expected changes in the roles and influence of key stakeholders, including OEMs, city governments, mobility operators, technology providers, and aftermarket service companies.

The traditional carsharing market is segmented into 3 main categories:

• Free-floating carsharing providers
• Station-based carsharing providers
• Hybrid operators offering both models

Report Summary: Global Car Sharing Market, 2024-2035

The global car sharing market is undergoing rapid growth driven by urbanization, sustainable transport initiatives, and technological innovation. Valued at approximately USD 2.36 billion in 2024, the market is forecast to reach USD 7.28 billion by 2035, growing at a CAGR of 10.8%. Growth is supported by increased adoption of electric vehicles (EVs), integration with public transport, and advanced telematics enabling operational optimization. Market evolution from traditional station-based models to hybrid free-floating options and full mobility-as-a-service (MaaS) ecosystems is reshaping urban mobility. Key regions such as Europe and Asia-Pacific lead adoption, while emerging players innovate in fleet electrification, AI-powered fleet management, and seamless multimodal networks. This expansion aligns with goals to reduce emissions, improve accessibility, and deliver flexible transportation solutions across personal, corporate, and shared mobility sectors.

Key Market Trends & Drivers

• Rising electrification mandates and EV adoption within shared fleets
• Growing integration with public transit and smart city mobility platforms
• Advances in telematics improving fleet utilization, predictive maintenance, and user experience
• Emphasis on sustainable, flexible, and affordable urban transport alternatives
• Expanding regulations incentivizing low emission and accessibility-compliant services

Market Size & Forecast

• 2024 Market Size: $2.36 Billion
• 2035 Forecast: $7.28 Billion
• CAGR (2024-2035): 10.8%
• Fleet size projected to expand from approximately 197.1 thousands vehicles in 2024 to over 421 thousand by 2035

Market Overview - Global Car Sharing Market

Car sharing services, encompassing both traditional station-based and freer-floating models, are redefining mobility in urban centers. The car sharing telematics market plays a critical role by enabling data-driven fleet management, real-time vehicle tracking, and predictive maintenance, significantly reducing operational costs and boosting efficiency. Shared vehicles offer alternatives to personal car ownership, supporting traffic decongestion and carbon emission reduction targets. Shifting consumer behaviour Favors on-demand, flexible access over ownership, while cities are implementing policies that encourage shared, electric, and multimodal travel options. Despite market fragmentation, consolidation trends prevail as operators seek profitability and sustainable growth. Innovations in app interfaces, payment solutions, and AI-powered logistics further enhance adoption. Corporations increasingly integrate car sharing within corporate mobility schemes, while evolving partnerships with public transit authorities foster end-to-end mobility solutions.

Revenue Forecast - Global Car Sharing Market

The global car sharing market revenue is forecasted to grow from USD 2.36 billion in 2024 to USD 7.28 billion by 2035, reflecting a CAGR of 10.8%.

• Fleet size will triple, with increasing EV penetration reaching over 40% of shared vehicles by 2035.
• The car sharing telematics market will experience parallel growth as operators adopt AI and IoT solutions for fleet optimization.
• Free-floating car sharing is expected to surpass station-based models in fleet size due to greater flexibility and scalability.
• Regional leader Germany anticipates fleet growth accompanied by policies driving EV adoption and parking facilitation.
• Emerging markets in Eastern Europe and Asia are poised for accelerated fleet expansions.

Scope of Analysis - Global Car Sharing Market

This study focuses on the traditional carsharing market, covering short-term rentals where vehicles are returned to stations or free-floating parking spots, excluding peer-to-peer and corporate sharing models. Geographic coverage encompasses European markets with deep dives into Germany, France, Italy, Spain, United Kingdom, Nordics, Russia, and others. The analysis includes market sizing, fleet forecasts, technology adoption (including telematics), business models, and regulatory impacts for the horizon 2015-2035. Reporting uses US dollars with base year 2024.

Segmentation Analysis - Global Car Sharing Market

• Business Model:
  • Station-based carsharing where vehicles are returned to the original location.
  • Free-floating carsharing allowing flexible pick-up and drop-off throughout operating zones.
• Technology:
  • Expanded use of telematics for operational efficiency, fleet availability, user tracking, and maintenance planning.
  • Increasing integration with AI for dynamic fleet rebalancing and predictive service.
• Geography:
  • Major usage in Western Europe (G5 countries) with growing adoption in Nordics, Russia, and emerging markets.
• Fleet Type:
  • Increasing proportion of electric vehicles to meet regulatory and sustainability goals.
• User Segments:
  • City residents, corporate users, leisure travelers, and tourists are key demographics.

Growth Drivers - Global Car Sharing Market

• Regulatory push for zero-emission urban zones and EV fleet mandates.
• Technological advancements in telematics, AI-driven fleet management, and digital payment systems.
• Consumer preference for shared, flexible, and cost-effective transport solutions.
• Expansion of mobility-as-a-service platforms integrating carsharing with public transit.
• Rising urbanization and tourism driving demand for diversified shared mobility options.

Growth Restraints - Global Car Sharing Market

• High fleet management and operational costs, including vehicle cleaning, repositioning, and maintenance.
• Infrastructure challenges such as uneven EV charging network coverage and parking regulations.
• Limited coordination among stakeholders stalling infrastructure investments.
• Regulatory uncertainties around data sharing, curb access, and licensing.
• Market fragmentation and competition leading to consolidation and selective exit of less profitable operators.

Competitive Landscape - Global Car Sharing Market

The market features approximately 80 companies, with leading European operators including Free2Move, Miles Mobility, ShareNow, Cambio, and Green Mobility. Market share is split between free-floating and station-based services, with strong regional leaders in Germany, France, Italy, Spain, and the UK. The competitive environment emphasizes technology integration, sustainability commitments, and partnerships with city governments and mobility platforms. Operators face pressures to improve profitability through automation, fleet optimization, and expanded service offerings, including battery swapping and bidirectional charging pilot programs.

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation

Growth Environment: Transformation in the Traditional Carsharing Value Chain

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Traditional Carsharing Industry

Ecosystem

• Competitive Environment
• Key Competitors

Growth Generator in Traditional Carsharing

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Carsharing Revenue and Fleet Forecast
• Carsharing Revenue by Key Countries
• Carsharing Fleet by Key Countries
• Revenue and Fleet Forecast Analysis
• Traditional Carsharing: Snapshot
• Traditional Carsharing: Fleet Distribution Across Key Regions in Europe
• Germany: Carsharing Overview
• France: Carsharing Overview
• Italy: Carsharing Overview
• Spain: Carsharing Overview
• United Kingdom: Carsharing Overview
• Carsharing Operators-Competitive Landscape Overview

Growth Opportunity Business Model Analysis

• Traditional Carsharing-Stakeholder Ecosystem Map
• Business Model Analysis-Revenue and Expense Analysis
• Business Model Analysis-Expense Breakdown
• Business Model Analysis-Vehicle Utilization Analysis
• Traditional Carsharing Value Chain-Impact Analysis
• Evolution of Carsharing Operator Expenses by 2035
• Traditional Carsharing Value Chain Evolution-2025 Versus 2035

Transformation

• Vehicle Acquisition Strategies, 2015 Versus 2025
• Vehicle Ownership Structures
• Vehicle Acquisition Strategies-Evolution by 2035
• Carsharing Technology Strategies, 2015 Versus 2025
• Carsharing Technology-Key Use Cases
• Carsharing Technology Strategies-Evolution by 2035
• Carsharing Operation and Service Strategies, 2015 Versus 2025
• Carsharing Operation and Services-Key Use Cases
• Carsharing Operation and Service Strategies-Evolution by 2035
• Carsharing Other Support Service Strategies, 2015 Versus 2025
• Carsharing Other Support Service Strategies-Key Examples
• Carsharing Other Support Service Strategies-Evolution by 2035
• Carsharing Multimodal Integration Strategies, 2015 Versus 2025
• Carsharing Multimodal Integration Strategies-Key Examples
• Carsharing Multimodal Integration Strategies-Evolution by 2035
• Carsharing Funding and Regulatory Strategies, 2015 Versus 2025
• Carsharing Funding and Regulatory Strategies-Key Examples
• Carsharing Funding and Regulatory Strategies-Evolution by 2035

Frost Radar

• Free2Move-Partnership Ecosystem
• Mobilize Share Previously Zity Carshare-Partnership Ecosystem
• Cambio Carshare-Partnership Ecosystem
• Green Mobility-Partnership Ecosystem

Growth Opportunity Universe

• Growth Opportunity 1: Operational Optimization and Strategic Partnerships
• Growth Opportunity 2: Electrification and Vertical Integration
• Growth Opportunity 3: Autonomous Integration and Ecosystem Convergence

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer