세계의 구독형 EV 시장 : 예측 - 차종별, 구동 방식별, 서비스 제공업체별, 구독 기간별, 최종 사용자별 분석(-2032년)

According to Stratistics MRC, the Global Subscription EV Market is accounted for $2.8 billion in 2025 and is expected to reach $15.2 billion by 2032 growing at a CAGR of 27.4% during the forecast period. Subscription EV refers to a flexible vehicle ownership model where consumers access electric vehicles (EVs) through a recurring monthly fee, typically inclusive of insurance, maintenance, registration, and charging benefits. This model eliminates the long-term commitment of buying or leasing, catering to evolving consumer preferences for convenience and cost predictability. Subscription EV services are gaining traction among urban users, businesses, and fleets, driven by rising EV adoption, sustainability goals, and the demand for adaptable, all-inclusive mobility solutions.

Market Dynamics:

Driver:

Rising EV adoption & government incentives

Government incentives such as subsidies, tax benefits, and rebates make electric vehicles more affordable and attractive to consumers, thereby reducing the financial barriers associated with EV ownership. The expansion of charging infrastructure networks enhances consumer confidence by addressing range anxiety concerns. These policy measures create a favorable ecosystem that encourages consumers to explore EV subscription models as a flexible alternative to traditional ownership. Additionally, rising environmental consciousness among consumers aligns with sustainable mobility solutions, creating strong demand momentum for subscription-based electric vehicle services across various market segments.

Restraint:

Limited EV inventory & supply chain issues

Insufficient standardization in charging and maintenance protocols increases operational costs and complicates service delivery for providers. Battery degradation over time affects vehicle performance and range, creating unique challenges for subscription services that must manage customer expectations regarding deteriorating battery capacity. The lack of clear industry standards causes confusion among service providers and subscribers alike, while regulatory compliance variations across different jurisdictions add complexity to market operations. These constraints limit the ability of subscription providers to scale their fleets effectively and maintain consistent service quality across their offerings.

Opportunity:

Integration with charging & energy-as-a-service

Strategic partnerships with renewable energy providers enable cleaner charging options while reducing operational costs for subscription services. The development of innovative financing models and creative leasing arrangements makes EV subscriptions more accessible to diverse consumer segments. Data analytics implementation for predictive maintenance and market insights provides competitive advantages by enabling providers to anticipate customer needs and optimize vehicle utilization. Additionally, expansion into emerging markets with untapped EV potential opens new revenue streams, while smart city initiatives create supportive environments for integrated mobility solutions that combine vehicle access with comprehensive energy services.

Threat:

High operating costs for providers

The high costs associated with fleet maintenance, insurance coverage, and vehicle replacement cycles create substantial financial burdens for service providers. Battery replacement and management costs represent particular challenges given the expensive nature of EV batteries and their gradual performance degradation over time. These operational pressures limit the ability of providers to achieve sustainable profitability while maintaining competitive pricing structures that attract consumers to subscription models over traditional ownership alternatives.

Covid-19 Impact:

The Covid-19 pandemic accelerated adoption of subscription EV models by shifting consumer preferences toward flexible mobility solutions without long-term commitments. Increased demand for e-commerce and last-mile delivery services drove growth in commercial EV subscriptions, particularly for two-wheelers and three-wheelers in delivery applications. However, the pandemic also disrupted supply chains and manufacturing operations, creating inventory shortages that limited service availability. Despite initial setbacks, the EV market demonstrated resilience and rapid recovery, with subscription models gaining traction as consumers sought contactless, hygienic transportation alternatives that aligned with social distancing requirements and reduced reliance on shared public transportation systems.

The passenger vehicles segment is expected to be the largest during the forecast period

The passenger vehicles segment is expected to account for the largest market share during the forecast period, driven by increasing consumer preference for personal mobility solutions. This segment's growth stems from urban consumers' desire to access the latest automotive technology without substantial upfront investments or long-term ownership commitments. Furthermore, millennials and Gen Z demographics are moving away from traditional car ownership models, embracing subscription services that offer flexibility and convenience. Additionally, the bundling of insurance, maintenance, and other services into monthly payments simplifies the user experience and eliminates the complexities associated with vehicle ownership, making it attractive to urban professionals seeking hassle-free transportation solutions.

The battery electric vehicles (BEVs) segment is expected to have the highest CAGR during the forecast period

The passenger vehicles segment is expected to account for the largest market share during the forecast period, driven by increasing consumer preference for personal mobility solutions. This segment's growth stems from urban consumers' desire to access the latest automotive technology without substantial upfront investments or long-term ownership commitments. Furthermore, millennials and Gen Z demographics are moving away from traditional car ownership models, embracing subscription services that offer flexibility and convenience. Additionally, the bundling of insurance, maintenance, and other services into monthly payments simplifies the user experience and eliminates the complexities associated with vehicle ownership, making it attractive to urban professionals seeking hassle-free transportation solutions.

Region with largest share:

During the forecast period, the Europe region is expected to hold the largest market share as consumers increasingly adopt subscription services. The region's advanced automotive markets, tech-savvy populations, and strong governmental support for electromobility drive substantial demand for subscription models. Furthermore, countries like Germany, the United Kingdom, and France lead adoption with sophisticated infrastructure and favorable regulatory environments that support flexible mobility solutions. Electric vehicle subscriptions have gained particular traction, with over 200,000 EVs under subscription across Europe, reflecting growing environmental consciousness and supportive policies.

Region with highest CAGR:

During the forecast period, the Europe region is expected to hold the largest market share as consumers increasingly adopt subscription services. The region's advanced automotive markets, tech-savvy populations, and strong governmental support for electromobility drive substantial demand for subscription models. Furthermore, countries like Germany, the United Kingdom, and France lead adoption with sophisticated infrastructure and favorable regulatory environments that support flexible mobility solutions. Electric vehicle subscriptions have gained particular traction, with over 200,000 EVs under subscription across Europe, reflecting growing environmental consciousness and supportive policies.

Key players in the market

Some of the key players in Subscription EV Market include Ayvens, Hyundai, Mercedes-Benz, Volvo, BMW, Volkswagen, General Motors, Tesla, Nio, Stellantis, ORIX, Autonomy, Hertz, Sixt+, and MoEVing.

Key Developments:

In May 2025, Stellantis signed a framework agreement with car subscription platform FINN for 2025, including an initial order for 5,300 vehicles across several Stellantis brands. The partnership offers vehicles in various powertrains including fully electric versions, with new models like the Opel Grandland and fully electric Opel Frontera available through subscription from market launch.

In April 2025, Ayvens extended its partnership with BYD to provide full-service leasing services for electric vehicles in Greece, Hungary, Portugal, Finland, Ireland, Romania, and Sweden. The partnership brings the total number of participating European countries to eleven.

In February 2024, Ayvens signed a MoU with BYD to support the distribution of electric passenger cars and light commercial vehicles in Europe, positioning it as a major player in electric vehicle mobility and fleet management.

Vehicle Types Covered:

• Passenger Vehicles
• Commercial Vehicles

Drive Types:

• Battery Electric Vehicles (BEVs)
• Plug-in Hybrid Electric Vehicles (PHEVs)
• Hybrid Electric Vehicles (HEVs)

Service Providers Covered:

• OEMs (Original Equipment Manufacturers)
• Third-Party Providers
• Mobility as a Service (MaaS) Providers

Subscription Durations Covered:

• Short-Term (1-6 Months)
• Mid-Term (6-12 Months)
• Long-Term (>12 Months)

End Users Covered:

• Individuals
• Corporate Fleets
• Car Rental Companies
• Government/Public Sector

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 End User Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Subscription EV Market, By Vehicle Type

• 5.1 Introduction
• 5.2 Passenger Vehicles
• 5.3 Commercial Vehicles

6 Global Subscription EV Market, By Drive Type

• 6.1 Introduction
• 6.2 Battery Electric Vehicles (BEVs)
• 6.3 Plug-in Hybrid Electric Vehicles (PHEVs)
• 6.4 Hybrid Electric Vehicles (HEVs)

7 Global Subscription EV Market, By Service Provider

• 7.1 Introduction
• 7.2 OEMs (Original Equipment Manufacturers)
• 7.3 Third-Party Providers
• 7.4 Mobility as a Service (MaaS) Providers

8 Global Subscription EV Market, By Subscription Duration

• 8.1 Introduction
• 8.2 Short-Term (1-6 Months)
• 8.3 Mid-Term (6-12 Months)
• 8.4 Long-Term (>12 Months)

9 Global Subscription EV Market, By End User

• 9.1 Introduction
• 9.2 Individuals
• 9.3 Corporate Fleets
• 9.4 Car Rental Companies
• 9.5 Government/Public Sector

10 Global Subscription EV Market, By Geography

• 10.1 Introduction
• 10.2 North America
  • 10.2.1 US
  • 10.2.2 Canada
  • 10.2.3 Mexico
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 Italy
  • 10.3.4 France
  • 10.3.5 Spain
  • 10.3.6 Rest of Europe
• 10.4 Asia Pacific
  • 10.4.1 Japan
  • 10.4.2 China
  • 10.4.3 India
  • 10.4.4 Australia
  • 10.4.5 New Zealand
  • 10.4.6 South Korea
  • 10.4.7 Rest of Asia Pacific
• 10.5 South America
  • 10.5.1 Argentina
  • 10.5.2 Brazil
  • 10.5.3 Chile
  • 10.5.4 Rest of South America
• 10.6 Middle East & Africa
  • 10.6.1 Saudi Arabia
  • 10.6.2 UAE
  • 10.6.3 Qatar
  • 10.6.4 South Africa
  • 10.6.5 Rest of Middle East & Africa

11 Key Developments

• 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 11.2 Acquisitions & Mergers
• 11.3 New Product Launch
• 11.4 Expansions
• 11.5 Other Key Strategies

12 Company Profiling

• 12.1 Ayvens
• 12.2 Hyundai
• 12.3 Mercedes-Benz
• 12.4 Volvo
• 12.5 BMW
• 12.6 Volkswagen
• 12.7 General Motors
• 12.8 Tesla
• 12.9 Nio
• 12.10 Stellantis
• 12.11 Orix
• 12.12 Autonomy
• 12.13 Hertz
• 12.14 Sixt+
• 12.15 MoEVing