Which Growth Opportunities Are Redefining the Future of Shared and Autonomous Mobility?
The robotaxis and demand-responsive transit segments are driving transformative growth
2025 was a year of mixed outcomes for the shared mobility ecosystem. Electrification saw a huge uptake in the bikesharing segment, especially in North America. While the penetration of electric vehicles (EVs) in ridehailing slowed down, demand-responsive transit (DRT) picked up pace, with nearly 375 new services launched globally, spearheaded by expansion in Japan and South Korea, although growth was muted compared to 2024.
In the carsharing segment, traditional models experienced modest growth. Several operators exited the industry as they moved away from unprofitable ventures. Automakers such as Mobilize (Zity), Volvo (Volvo on Demand), and Skoda (HoppyGo) have completely withdrawn from the sector. Meanwhile, peer-to-peer (P2P) services have been gaining momentum in Southeast Asia, reflecting differing consumer preferences and business model viability across regions.
The proven commercial viability and rapid scaling observed in 2025 will accelerate global robotaxi deployments in 2026. After years of testing, autonomous vehicle (AV) technology reached a safety maturity point in late 2025, where the cost per mile for a robotaxi began to fall below that of a human-driven ridehailing vehicle.
- Which developing economies are poised to lead the expansion of DRT and ridehailing and create growth opportunities?
- How will public-private partnerships and digital innovation impact the role of shared mobility in last-mile and rural transportation while propel growth?
- Why are mobility segments like traditional carsharing, P2P carsharing, bikesharing, ridehailing, DRT, mobility as a service (MaaS), and robotaxis poised for growth?