Table of Content

1 INTRODUCTION 9
1.1 COVID-19 HEALTH ASSESSMENT 9
1.2 COVID-19 ECONOMIC ASSESSMENT 11
1.2.1 COVID-19 ECONOMIC IMPACT?SCENARIO ASSESSMENT 12

2 EXECUTIVE SUMMARY 15

3 MARKET OVERVIEW 20
3.1 INTRODUCTION 20
3.2 RIDE SHARING – AN OVERALL ECOSYSTEM 21
3.3 MOBILITY-ON-DEMAND ECOSYSTEM AND INDICATION OF IMPACTED SERVICE 22
3.4 RIDE SHARING COMPANIES & IMPACT ON THEIR ECOSYSTEM, BY REGION & SERVICE TYPE 23
3.4.1 UBER 23
3.4.2 DIDI 23
3.4.3 LYFT 23
3.4.4 GRAB 24
3.4.5 OLA 24
3.5 MARKET DYNAMICS 24
3.5.1 SHORT-TERM DRIVER - BETTER FOCUS ON FIRST & LAST MILE SERVICES IN COMBINATION WITH STATION-BASED MOBILITY 24
3.5.2 SHORT TERM RESTRAINT - IMPACT ON INVESTMENTS BY INVESTORS 25

4 COVID-19 IMPACT ON MARKET SIZE OF RIDE SHARING SERVICES 26
4.1 INTRODUCTION 27
4.2 E-HAILING 29
4.2.1 E-HAILING IS THE MOST IMPACTED SERVICE DURING COVID-19 LOCKDOWN 30
4.3 CAR SHARING 30
4.3.1 AS A PRECAUTIONARY MEASURE TO CONTROL THE SPREAD OF PANDEMIC, THE MARKET FOR CAR SHARING WILL WITNESS NEGATIVE GROWTH 31
4.3.2 CAR SHARING MARKET, BY TYPE, 2018 VS. 2021 (USD BILLION) 32
4.3.2.1 P2P car sharing 33
4.3.2.1.1 P2P will have major impact from Covid-19 33
4.3.2.2 Corporate car sharing 34
4.3.2.2.1 Corporate car sharing will have a moderate impact during post-Covid-19 34
4.4 CAR RENTAL 35
4.4.1 DEMAND FOR CAR RENTAL WILL REMAIN STAGNANT DUE TO GROWING DEMAND FOR E-HAILING AND STATION-BASED MOBILITY 35
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4.5 STATION-BASED MOBILITY 36
4.5.1 MODERATE HIKE IN DEMAND FOR STATION-BASED MOBILITY WILL BE OBSERVED DUE TO COVID-19 36

5 COVID-19 IMPACT ON MARKET SIZE OF RIDE SHARING DATA SERVICES 38
5.1 INTRODUCTION 39
5.2 INFORMATION 41
5.2.1 WITH THE ADVENT OF TECHNOLOGY, USAGE OF INFORMATION SERVICES HAS INCREASED 41
5.3 NAVIGATION 41
5.3.1 NAVIGATION IS THE MOST IMPERATIVE DATA SERVICE FOR RIDE SHARING SERVICE PROVIDERS 41
5.4 PAYMENT 42
5.4.1 INCREASING ADOPTION OF DIGITAL PAYMENT SYSTEMS WILL DRIVE THE MARKET FOR PAYMENT DATA SERVICES 42
5.5 OTHERS 43
5.5.1 BACKEND SUPPORT IS IMPORTANT FOR MAINTAINING MULTIPLE DATA SERVICES 43

6 COVID-19 IMPACT ON RIDE SHARING MARKET, BY COUNTRY 44
6.1 INTRODUCTION 45
6.2 ASIA PACIFIC 46
6.2.1 CHINA 47
6.2.1.1 Relatively quicker recovery will help the Chinese market stabilize 47
6.2.2 INDIA 48
6.3 EUROPE 49
6.3.1 GERMANY 51
6.3.2 FRANCE 52
6.3.3 ITALY 53
6.3.4 SPAIN 53
6.4 US 54

7 BUSINESS OPPORTUNITIES FOR MOBILITY SERVICE PROVIDERS 56
7.1 INTRODUCTION 56
7.2 NEW BUSINESS OPPORTUNITIES 56
7.2.1 STATION-BASED MOBILITY 56
7.2.2 E-COMMERCE AND HOME DELIVERY 57
7.2.3 PHARMACY & OTHER DAILY NECESSITIES 57
7.2.4 TOP GAINERS VS TOP LOSERS, BY SERVICES 57
7.2.5 TOP PLAYERS AND THEIR POSSIBLE TOP VENTURES 58
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8 CONSUMER REVENUE SHIFTS/TRENDS OUTLOOK 59
8.1 COVID-19 TO DRIVE GROWTH OF STATION-BASED & MICRO MOBILITY 59
8.1.1 BUSINESS OPPORTUNITIES IN ADJACENT MARKET 59
8.1.1.1 Electrification in Ride-sharing 59
8.1.1.2 Autonomous Vehicles in Ride-sharing 60
8.1.1.3 OEM as Mobility Service Provider 60

9 COMPETITIVE LANDSCAPE AND COVID-19 62
9.1 INTRODUCTION 62
9.1.1 RIDE SHARING COMPANIES & IMPACT ON THEIR ECOSYSTEM 63
9.2 PRECAUTIONARY MEASURES FOR COVID-19 BY KEY MOBILITY SERVICE PROVIDERS 64
9.2.1 RIGHT-TO-WIN – DURING COVID-19 PERIOD 64

10 APPENDIX 67
10.2 AUTHOR DETAILS 69



List of Figures



FIGURE 1 COVID-19: THE GLOBAL PROPAGATION 9
FIGURE 2 COVID-19 PROPAGATION: SELECT COUNTRIES 10
FIGURE 3 COUNTRIES BEGIN WITH SIMILAR TRAJECTORIES BUT CURVES DEVIATE BASED
ON MEASURES TAKEN 11
FIGURE 4 REVISED GDP FORECASTS FOR SELECT G20 COUNTRIES IN 2020 11
FIGURE 5 CRITERIA IMPACTING THE GLOBAL ECONOMY 12
FIGURE 6 SCENARIOS IN TERMS OF RECOVERY OF THE GLOBAL ECONOMY 13
FIGURE 7 COVID-19 IMPACT ON RIDE SHARING MARKET: MARKET OUTLOOK 15
FIGURE 8 COVID-19 IMPACT ON RIDE SHARING MARKET: GLOBAL MARKET 16
FIGURE 9 RIDE-SHARING MARKET – WITH COVID-19 VS. WITHOUT COVID-19 IMPACT BY SERVICE, 2020 (USD BILLION) 17
FIGURE 10 COVID-19 IMPACT ON RIDE SHARING MARKET, BY DATA SERVICE 2020 VS. 2021 (USD BILLION) – REALISTIC SCENARIO 18
FIGURE 11 COVID-19 IMPACT ON RIDE SHARING SERVICE MARKET 2020 VS. 2021 (USD BILLION) (REALISTIC SCENARIO) 27
FIGURE 12 IMPACT OF COVID-19 ON RIDE SHARING SERVICE TYPES, WITH & WITHOUT THE OUTBURST 2020 (USD BILLION) –REALISTIC SCENARIO 29
FIGURE 13 IMPACT OF COVID-19 ON CAR SHARING MARKET, BY TYPE 2018 VS. 2021 (USD BILLION) 32
FIGURE 14 COVID-19 IMPACT ON RIDE SHARING DATA SERVICE MARKET 2020 VS. 2021 (USD BILLION) REALISTIC SCENARIO 39
FIGURE 15 COVID-19 IMPACT ON RIDE SHARING SERVICES, BY COUNTRY - WITH & WITHOUT THE OUTBURST 2020 (USD BILLION) 45
FIGURE 16 COVID-19 IMPACT ON ASIA PACIFIC RIDE SHARING MARKET, BY COUNTRY 2020 VS. 2021 (USD BILLION) REALISTIC SCENARIO 46
FIGURE 17 COVID-19 IMPACT ON EUROPEAN RIDE SHARING MARKET, BY COUNTRY 2020 VS. 2021 (USD BILLION) 50
FIGURE 18 COVID-19 IMPACT ON RIDE SHARING COMPANIES AND THEIR SERVICES, 2020 63

 

List of Tables



TABLE 1 COVID-19 IMPACT ON RIDE SHARING SERVICES, 2018 VS. 2021 (USD BILLION) (OPTIMISTIC SCENARIO) 28
TABLE 2 COVID-19 IMPACT ON RIDE SHARING SERVICES, 2018 VS. 2021 (USD BILLION) (PESSIMISTIC SCENARIO) 28
TABLE 3 COVID-19 IMPACT ON RIDE SHARING SERVICES, 2018 VS. 2021 (USD BILLION) (REALISTIC SCENARIO) 28
TABLE 4 E-HAILING - TOP PLAYERS 29
TABLE 5 COVID-19 IMPACT ON E-HAILING MARKET, BY REGION, 2018–2021 (USD BILLION)-REALISTIC SCENARIO 30
TABLE 6 CAR SHARING - TOP PLAYERS 30
TABLE 7 COVID-19 IMPACT ON CAR SHARING MARKET, BY REGION, 2018–2021
(USD BILLION)-REALISTIC SCENARIO 31
TABLE 8 COVID-19 IMPACT ON CAR SHARING MARKET, BY TYPE, 2018–2021
(USD BILLION) 32
TABLE 9 P2P CAR SHARING - TOP PLAYERS 33
TABLE 10 COVID-19 IMPACT ON P2P CAR SHARING MARKET, BY REGION 2018–2021 (USD BILLION) 33
TABLE 11 CORPORATE CAR SHARING - TOP PLAYERS 34
TABLE 12 COVID-19 IMPACT ON CORPORATE CAR SHARING MARKET, BY REGION 2018–2021 (USD BILLION) 34
TABLE 13 TOP PLAYERS 35
TABLE 14 COVID-19 IMPACT ON CAR RENTAL MARKET, BY REGION 2018–2021 (USD BILLION) REALISTIC SCENARIO 35
TABLE 15 STATION-BASED MOBILITY - TOP PLAYERS 36
TABLE 16 COVID-19 IMPACT ON STATION-BASED MOBILITY MARKET, BY REGION 2018–2021 (USD BILLION) 37
TABLE 17 COVID-19 IMPACT ON RIDE SHARING DATA SERVICE, 2018–2021 (USD BILLION) OPTIMISTIC SCENARIO 40
TABLE 18 COVID-19 IMPACT ON RIDE SHARING DATA SERVICE, 2018–2021 (USD BILLION) PESSIMISTIC SCENARIO 40
TABLE 19 COVID-19 IMPACT ON RIDE SHARING DATA SERVICE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 40
TABLE 20 COVID-19 IMPACT ON INFORMATION SERVICE MARKET, BY REGION 2018–2021 (USD BILLION) REALISTIC SCENARIO 41
TABLE 21 NAVIGATION SERVICE: COVID-19 IMPACT ON RIDE SHARING MARKET BY REGION, 2018–2021 (USD BILLION) REALISTIC SCENARIO 42
TABLE 22 COVID-19 IMPACT ON PAYMENT SERVICE MARKET, BY REGION 2018–2021 (USD BILLION) REALISTIC SCENARIO 42
TABLE 23 COVID-19 IMPACT ON OTHER RIDE SHARING SERVICES MARKET, BY REGION, 2018–2021 (USD BILLION) 43
TABLE 24 COVID-19 IMPACT ON ASIA PACIFIC RIDE SHARING MARKET, BY COUNTRY 2018–2021 (USD BILLION) OPTIMISTIC SCENARIO 46
TABLE 25 COVID-19 IMPACT ON ASIA PACIFIC RIDE SHARING MARKET, BY COUNTRY 2018–2021 (USD BILLION) PESSIMISTIC SCENARIO 47
TABLE 26 COVID-19 IMPACT ON ASIA PACIFIC RIDE SHARING MARKET, BY COUNTRY 2018–2021 (USD BILLION) REALISTIC SCENARIO 47
TABLE 27 COVID-19 IMPACT ON CHINESE RIDE SHARING SERVICES MARKET 2018–2021 (USD BILLION) REALISTIC SCENARIO 48
TABLE 28 COVID-19 IMPACT ON INDIAN RIDE SHARING SERVICES MARKET BY SERVICE TYPE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 49
TABLE 29 COVID-19 IMPACT ON EUROPEAN RIDE SHARING SERVICES MARKET BY COUNTRY, 2018–2021 (USD BILLION) OPTIMISTIC SCENARIO 50
TABLE 30 COVID-19 IMPACT ON EUROPEAN RIDE SHARING SERVICES MARKET BY COUNTRY, 2018–2021 (USD BILLION) PESSIMISTIC SCENARIO 50
TABLE 31 COVID-19 IMPACT ON EUROPEAN RIDE SHARING SERVICES MARKET BY COUNTRY, 2018–2021 (USD BILLION) REALISTIC SCENARIO 51
TABLE 32 COVID-19 IMPACT ON GERMAN RIDE SHARING SERVICES MARKET BY SERVICE TYPE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 51
TABLE 33 COVID-19 IMPACT ON FRENCH RIDE SHARING SERVICES MARKET BY SERVICE TYPE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 52
TABLE 34 COVID-19 IMPACT ON ITALIAN RIDE SHARING SERVICES MARKET BY SERVICE TYPE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 53
TABLE 35 COVID-19 IMPACT ON SPANISH RIDE SHARING SERVICES MARKET BY SERVICE TYPE, 2018–2021 (USD BILLION) REALISTIC SCENARIO 54
TABLE 36 COVID-19 IMPACT ON US RIDE SHARING SERVICES MARKET, BY SERVICE 2018–2021 (USD BILLION) OPTIMISTIC SCENARIO 54
TABLE 37 COVID-19 IMPACT ON US RIDE SHARING SERVICES MARKET, BY SERVICE 2018–2021 (USD BILLION) PESSIMISTIC SCENARIO 55
TABLE 38 COVID-19 IMPACT ON US RIDE SHARING SERVICES MARKET, BY SERVICE 2018–2021 (USD BILLION) REALISTIC SCENARIO 55