Dealroom：欧洲国家流动创业报告2021（英文版）-37页_9mb

Summary of the State of European Mobility Startups 2021

Core Content

The State of European Mobility Startups 2021 report highlights the significant growth and transformation of the European mobility sector. It outlines the role of Via ID and Mobility Club in fostering innovation, connecting corporates with startups, and supporting the development of sustainable mobility and autotech solutions. The report also presents data on investment trends, unicorns, and key sectors driving growth in the mobility space.

Main Points

Investment Overview

• Total VC investment in European mobility startups in 2021: $14B, a record high and 2.7x growth compared to 2020.
• Megarounds (> $100M): Accounted for 65% of all funding in 2021, indicating a shift towards large-scale investments.
• Corporate investments (CVC): Represented 21% of the total investment, up from 2015 levels, with a focus on strategic and financial reasons.
• European mobility startups' combined value: Surged to $227B, up 8.4x since 2016.

Unicorns

• Total European mobility unicorns: 34, with 14 created in 2021, marking the highest number in a single year.
• Top unicorns: Include companies like Northvolt ($11.8B), Polestar ($20.0B), and Arrival ($13.0B).
• Micromobility and EV sectors: Responsible for the majority of unicorn creation in 2021.

Key Sectors

• Electric mobility (clean energy and energy storage): Fastest-growing sub-industry.
• Mobility platforms and Logistics & delivery: Attracting significant funding and investment.
• Micromobility: Experienced a boom, with investments exceeding $1.4B in 2021, matching the combined US and China investments.

Regional Analysis

• Top mobility hubs in Europe: Stockholm, Berlin, London, Munich, and Paris.
• Germany: Highest total VC funding in mobility since 2015.
• Sweden: Surpassed Germany in 2021 due to Northvolt's megaround.
• United Kingdom: Largest number of startups and unicorns.

Corporate Involvement

• Major corporate investors: Include Volkswagen, Scania, and others.
• Investment focus: On EV, AutoTech, and micromobility to secure supply chains and gain competitive advantage.

Key Trends and Insights

• Shift to electric and sustainable mobility: Driven by pandemic-related habits and environmental awareness.
• Micromobility growth: Operators are expanding and consolidating, with some going public.
• EV Charging Infrastructure: Investments increased 11x to $1B in 2021.
• EV Battery Value Chain: Investments grew 3.8x to $3.3B, reflecting the importance of battery technology.
• Micromobility operators: Still unprofitable but attracting investor confidence due to long-term potential.

Notable Startups

• Northvolt: A leading EV battery manufacturer with a $2.75B funding round in June 2021.
• Bolt: A mobility platform with a $4.4B valuation.
• IONITY: High-power charging network with a $2.5B valuation.
• VelyVelo: A micromobility startup focused on e-bikes for urban delivery.
• HEETCH: A car-sharing and ride-hailing platform with a $325M funding round.
• Glovo: A logistics and delivery startup with a $2.2B valuation.
• FlixBus: A green mobility company with a $3.0B valuation.

Venture Capital Methodology

• Definition of Startups: Companies designed to grow fast, often VC-investable, and may evolve into scaleups, grownups, and big companies.
• Unicorn definition: A company with a valuation of $1B, achieved through funding rounds, acquisitions, or IPOs.

Conclusion

The European mobility sector is undergoing a significant transformation, with strong investment in EV, micromobility, and logistics. The report underscores the importance of sustainable mobility and the role of corporates in driving innovation and investment. The ecosystem is maturing, with more unicorns emerging and a growing number of startups reaching maturity and securing exits.