Dealroom：2021年欧洲出行初创公司报告（EN）_37页_12mb

Summary of the State of European Mobility Startups 2021

Core Content

The State of European Mobility Startups 2021 report highlights the significant growth and innovation in the European mobility sector. It outlines the role of Via ID and Mobility Club in supporting startups and fostering collaboration between corporates and entrepreneurs. The report also provides insights into investment trends, sector growth, and key players across Europe.

Main Points

1. Investment Trends

• In 2021, European mobility startups raised $14B, marking a 2.7x increase from 2020 and the highest ever.
• Megarounds (> $100M) accounted for 65% of all funding, reflecting the sector's maturity and scalability.
• Corporate Venture Capital (CVC) contributed 20% of the funding, a notable drop from previous years due to increased involvement of PE funds and institutional investors.

2. Unicorn Startups

• 34 European mobility unicorns exist as of 2021.
• 14 new unicorns were created in 2021, representing 40% of all European mobility unicorns.
• Key unicorns include Bolt, Northvolt, Glovo, and FlixBus.

3. Key Sectors and Sub-Industries

• The top sectors in terms of funding are:
  • Electric Mobility (clean energy and energy storage)
  • Mobility Platforms
  • Logistics & Delivery
• Micromobility, EV Charging Infrastructure, and EV Battery Value Chain are among the fastest-growing sub-industries.
• EV Charging investment increased 11x to $1B in 2021.
• EV Battery investment increased 3.8x to $3.3B.

4. Regional Analysis

• Germany received the most investment since 2015, but Sweden led in 2021 due to Northvolt's megaround.
• Stockholm, Berlin, London, Munich, and Paris are the top mobility hubs in Europe.
• Micromobility is leading in Sweden and the UK, with $1.4B invested in 2021, matching US and China combined.

5. Corporate Involvement

• Corporates are heavily investing in mobility startups, especially in EV and AutoTech, due to strategic and financial motivations.
• CVC investments reached $10B in 2021, with Auto OEMs and Energy Companies being the main investors.
• Northvolt is a notable example, with Volkswagen and Scania as major investors.

6. Micromobility and Market Consolidation

• Micromobility is maturing and consolidating, with acquisitions becoming more common.
• Operators like Tier, Helbiz, and Bird are expanding through tenders and acquisitions.
• Despite being unprofitable, micromobility operators are valued higher than ride-hailing companies due to their long-term potential.

7. Exit Activity

• $81B in exit value was realized in 2021, more than the total from the previous 6 years.
• Major exits include Polestar's SPAC IPO and AUTO1 Group's IPO.

8. Key Players and Startups

• Northvolt is a leading EV battery manufacturer with $6.1B in total funding.
• Vely Veloc focuses on bike-based delivery in urban areas.
• Gett and Bolt are among the top mobility platforms.
• Cinches and IONITY are also highlighted as key players in the EV and logistics sectors.

Key Information

• Total funding in 2021: $14B
• Unicorn startups: 34 (14 created in 2021)
• CVC investments: $10B
• Micromobility investment: $1.4B
• EV Battery investment: $3.3B
• EV Charging investment: $1B
• Exit value: $81B
• Top hubs: Stockholm, Berlin, London, Munich, Paris

Conclusion

2021 was a record year for European mobility startups, driven by EV adoption, micromobility growth, and corporate investments. The sector is showing strong sustainability focus and innovation potential, with Sweden and the UK leading in micromobility and Germany dominating in EV battery manufacturing. The Mobility Club and Via ID are pivotal in connecting corporates with startups and supporting innovation in the sustainable mobility space.