4Q 2023

Connectivity in Micromobility

Hardware for Cellular Connectivity, GPS, Bluetooth, Ultra-wideband, and V2X for Micromobility Applications: Global Market Analysis and Forecasts, 2023-2032

The demand for electric micromobility vehicles is expected to remain strong for the coming decade because they are affordable, convenient to use, and contribute to ecological sustainability. Driving their growth are electric two-wheel vehicles (E2WVs), including e-bikes, e-kick scooters, seated e-scooters, and e-motorcycles. Market drivers contributing to their growth include high gas prices, sharply increasing costs of living, purchase incentives, and policies to reduce the use of fossil-fueled vehicles.

As the annual sales and installed base of E2WVs and the data captured by various onboard sensors continue to grow,  connectivity features are becoming increasingly important for consumers and operators of shared mobility services. Connectivity facilitates the efficient management of E2WV fleets, enables advanced safety functionalities for riders, and provides useful data for both riders and cities.

This Guidehouse Insights report analyzes the global potential for connectivity hardware for micromobility and evaluates how the market for these technologies will evolve. It features an overview of the key connectivity technologies—4G LTE, LTE-M, NB-IoT, GPS, Bluetooth, UWB, and V2X—and examines the key drivers for future demand. Global market forecasts from 2023 through 2032 are segmented into five global regions and include unit sales and sales revenue generated by the listed technologies, as well as E2WV unit sales by region.

Pages 37
Tables | Charts | Figures 32
  • What are the key connectivity technologies for micromobility vehicles?
  • What are the expected unit sales and total sales revenue for the major micromobility connectivity technologies?
  • What are the connectivity technologies that are expected to gain traction on micromobility vehicles in the coming decade?
  • What are the key factors that will drive the growth of micromobility connectivity?
  • How does connectivity benefit the micromobility industry?
  • Manufacturers of e-bikes, e-kick scooters, e-motorcycles and seated e-scooters
  • Shared micromobility service providers
  • Connectivity technology manufacturers
  • Investor community

1. Executive Summary

1.1      Introduction

1.2      Market Highlights

2. Market Trends

2.1      Introduction

2.2      Shared Micromobility

2.2.1     Connectivity for Fleet Management

2.3      Safety

2.4      Data Sharing

2.5      Key Connectivity Technologies

2.5.1     Cellular Connectivity

2.5.1.1   4G LTE

2.5.1.2   LTE-M

2.5.1.3   NB-IoT

2.5.2     Bluetooth

2.5.3     GNSS

2.5.4     UWB

2.5.5     V2X

3. Industry Value Chain

3.1      Value Chain for Micromobility Connectivity Hardware

3.2      Competitive Landscape

3.2.1     Business Model Evolution

4. Market Forecasts

4.1      Scope and Methodology

4.2      Global Unit Sales from Connectivity Hardware

4.3      Global Revenue from Connectivity Hardware

4.4      LTE Unit Sales and Revenue

4.5      Bluetooth Unit Sales and Revenue

4.6      UWB Unit Sales and Revenue

4.7      GNSS Module Unit Sales and Revenue

4.8      V2X Unit Sales and Revenue

5. Conclusions and Recommendations

5.1      Three Big Takeaways

5.2      Recommendations

5.2.1     Micromobility Fleet Operators

5.2.2     Micromobility Vehicle Manufacturers

5.2.3     Connectivity Technology Providers

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes

  • Connectivity Hardware Revenue by Technology, World Markets: 2023-2032
  • Micromobility Unit Sales by Segment, World Markets: 2023-2032
  • LTE Unit Sales by Region, World Markets: 2023-2032
  • LTE Revenue by Region, World Markets: 2023-2032
  • Bluetooth Unit Sales by Region, World Markets: 2023-2032
  • Bluetooth Revenue Unit Sales by Region, World Markets: 2023-2032
  • UWB Unit Sales by Region, World Markets: 2023-2032
  • UWB Revenue by Region, World Markets: 2023-2032
  • GNSS Module Unit Sales by Region, World Markets: 2023-2032
  • GNSS Module Revenue by Region, World Markets: 2023-2032
  • V2X OBU Unit Sales by Region, World Markets: 2023-2032
  • V2X OBU Revenue by Region, World Markets: 2023-2032
  • Micromobility Connectivity Value Chain
  • e-Bike Unit Sales by Region, World Markets: 2023-2032
  • e-Kick Scooter Unit Sales by Region, World Markets: 2023-2032
  • Seated e-Scooter Unit Sales by Region, World Markets: 2023-2032
  • e-Motorcycle Unit Sales by Region, World Markets: 2023-2032
  • LTE Unit Sales by Region, World Markets: 2023-2032
  • Bluetooth Unit Sales by Region, World Markets: 2023-2032
  • UWB Unit Sales by Region, World Markets: 2023-2032
  • GNSS Module Unit Sales by Region, World Markets: 2023-2032
  • V2X OBU Unit Sales by Region, World Markets: 2023-2032
  • LTE Revenue by Region, World Markets: 2023-2032
  • Bluetooth Revenue Unit Sales by Region, World Markets: 2023-2032
  • UWB Revenue by Region, World Markets: 2023-2032
  • GNSS Module Revenue by Region, World Markets: 2023-2032
  • V2X OBU Revenue by Region, World Markets: 2023-2032
  • Connectivity Technology Unit Sales by Technology, World Markets: 2023-2032
  • Connectivity Technology Unit Sales by Region, World Markets: 2023-2032
  • Connectivity Hardware Revenue by Technology, World Markets: 2023-2032
  • Connectivity Hardware Revenue by Region, World Markets: 2023-2032
  • Micromobility Unit Sales by Segment, World Markets: 2023-2032