Mobility Market Report 2026: 1.3M New Public Chargers in 2024

Mobility 2026 at a Glance

Mobility in 2026 is an infrastructure-and-operations buildout where policy, grid-ready charging, and freight reliability are resetting the profit pools. More than 1.3 million public charging points were added globally in 2024. This scale jump converts charging uptime, payments, and utilization into core competitive levers.

Regulation is now hardening demand. The EU’s Alternative Fuels Infrastructure Regulation (AFIR) has been applied since 13 April 2024. It codifies minimum rollout expectations and interoperability direction for public charging networks.

Meanwhile, public funding is explicitly underwriting rollout pace – e.g., the US NEVI program provides nearly USD 5B over five years to build corridor charging.

Against that backdrop, our Discovery Platform indicates the market is huge but consolidating. 747 500 mobility enterprises (including 5832 startups) with slight net contraction (-0.61% annually) while innovation remains durable at 2.9M patents from 829 900 applicants.

A High-Level View of Today’s Mobility Landscape

Scale and Structure of the Mobility Industry

According to our data, there are 747 500 enterprises in the mobility industry, including 5832 startups. The industry shrank by 0.61% per year, which is a small amount. This could be due to the merging of capital-intensive transport segments.

Even though things have stabilized, service-led layers are still growing. For example, the mobility-as-a-service market is expected to reach more than USD 4 trillion by 2033.

Logistics-related mobility is what makes this scale possible. Transportation services make up 58.8% of automotive logistics revenue, while OEM logistics make up 73.1% of market activity.

UNCTAD reports that global trade reached USD 33 trillion in 2024, up 3.7% (+USD 1.2 trillion), with services +9% and goods +2%. For mobility leaders, that growth translates into sustained demand for freight capacity, cross-border movement, and time-sensitive logistics.

These trends indicate how fast-growing digital platforms and logistics services make up for slower net company growth in traditional manufacturing-based mobility divisions.

In freight mobility, more than 40 companies are piloting Level 4 autonomous trucks and last-mile delivery systems. This positions logistics as an early commercialization pathway for autonomy.

Employment and Workforce Stability

There are 94.9 million people in the global mobility workforce based on our database. Last year, net employment went up by 14 300. This shows that the industry is stable despite demands to consolidate and automate.

Asia-Pacific makes up 47.8% of the automotive logistics market, thanks to high levels of vehicle and battery production. It supports a huge number of jobs in transportation, storage, and value-added services.

The logistics for EV batteries and power electronics are also growing at a rate of 11.6% per year. This is changing the requirement for workers to fill specialized jobs in safe storage, thermal control, and transporting dangerous goods.

These patterns point to a shift in the workforce toward logistics and operational tasks that require more skills, rather than a general increase in headcount across the mobility value chain.

Geographic Anchors: Countries and Cities

The United States, India, Germany, the United Kingdom, and France are the leading countries in the mobility space. At the same time, London, Bengaluru, New York City, Berlin, and Dubai are the city hubs.

Europe is now the leader in MaaS adoption, but Asia-Pacific is growing the fastest. A lot of MaaS deployments in European capitals and Asian markets are quickly becoming more urban.

North America is still the biggest market for shared mobility. At the same time, Asia-Pacific’s expansion strengthens Bengaluru’s status as a major technological and demand center.

Five Companies Operating Where Scale Matters

CONIFER develops Compact & Modular Electric Powertrains

CONIFER is a US-based startup that offers compact and modular electric powertrains. The company leverages patented stators and a compact axial-flux motor architecture to package the motor, inverter, controls, and vehicle control functions into integrated modules.

CONIFER replaces rare-earth-heavy designs with ferrite-based and magnet-agnostic approaches to reduce supply-chain exposure. It also ensures high efficiency through a proprietary, software-driven manufacturing process.

It targets sub-25 hp applications across two and three-wheelers, off-road equipment, power tools, and industrial motors for fans and pumps. Further, the company’s design supports drop-in wheel formats spanning roughly 8″-17″ alongside features like regenerative braking, hill hold, and API-enabled controls.

These powertrains reduce system size and mass while improving vehicle range and simplifying integration for OEMs.

The company reports a USD 20 million seed round dated April 14, 2025. It was backed by investors including True Ventures, MaC Ventures, and MFV Partners, and it communicates manufacturing scale-up activity. This includes production plans to support localized supply chains for electric mobility and industrial electrification.

ev jungle builds EV Charging Network Management Software

Argentine company ev jungle develops an EV charging network management software platform. It connects charge point operators and site hosts with EV drivers.

The platform publishes charger availability, supports QR-based session activation and payments, and surfaces charging locations through an app and embedded widgets. It runs operator-side tooling that monitors charging sessions and transactions in real time.

Additionally, the platform applies data insights to track network performance and uses encryption-oriented security controls to protect charging and payment data. It also extends network reach through a marketplace and roaming-oriented integrations.

These options allow businesses to keep the driver journey consistent across different locations. Moreover, the platform standardizes charging discovery, activation, and operational oversight for charging networks to scale with higher uptime and clearer utilization and revenue visibility.

iNGage SAS offers Inertial MEMS Navigation Sensors for Autonomous Mobility

iNGage SAS is a French startup that makes inertial MEMS navigation sensors. The startup combines MEMS mechanical structures with NEMS piezoresistive nano-gauges to measure motion and pressure.

The company’s approach has high measurement sensitivity and enables co-integration of multi-axis gyros, accelerometers, and pressure sensing on a single chip. This provides centimeter-level altimetry resolution to support GNSS-denied localization in autonomous mobility systems.

Further, the company follows a fabless model and aligns its designs with high-volume, automotive-qualified MEMS and ASIC manufacturing infrastructure. This enables companies to scale production while keeping module size and cost aligned with industrial and automotive deployment needs.

iNGage SAS also reports a EUR 6 million funding round (September 30, 2025) to industrialize its multi-axis inertial MEMS technology and participation in the PFA Automotive Lab accelerator program (announced November 5, 2025), which reinforces its commercialization path in autonomous mobility.

MUB provides a Connected Electric Cab

Colombian startup MUB manufactures MUB 1T, a connected electric cab. Its double-cabin configuration utilizes a 7.5-10 kW (72V) electric drivetrain with a 72V 105Ah LiFePO4 battery, regenerative braking, and onboard diagnostics.

MUB 1T reaches 45 km/h while supporting 4-hour charging on 110V/220V inputs. It also carries up to 500 kg payload and tows up to 1000 kg, and delivers up to 70 km range depending on terrain and load.

The company also offers an IoT-enabled, data-driven platform that tracks location, battery state-of-charge, maintenance, and usage patterns, driver behavior, and incident reporting. It offers this information through customer dashboards to support fleet oversight.

This internal mobility vehicle enables medium and large facilities to move people and light cargo with connected monitoring and operational traceability.

InLights enables AI-powered Traffic Management

Pakistani company InLights provides an AI-powered traffic management platform. It leverages computer vision-based traffic observation to measure real-time vehicle flow at intersections. The platform also adjusts signal phase timing dynamically instead of relying on fixed timing plans.

InLights’ platform links traffic signals with live traffic conditions through an operator system and an app-oriented layer to support traffic-aware signal behavior and prioritize emergency and security vehicles at junctions. This way, it reduces congestion and intersection delays.

The Technology Layers Reshaping Mobility

1. Charging Infrastructure

Charging infrastructure is one of the fastest-growing segments in the mobility industry. It has 3800 companies that employ 334 900 employees according to our data. The industry also added 124 new employees in the last year and has an annual growth rate of 11.1%.

Fortune Business Insights estimates the EV charging market to reach USD 96.8 billion by 2032, growing at a CAGR of 27%.

Between 2022 and 2025, public and private investment in EV charging infrastructure totaled more than USD 120 billion. Moreover, more than 1.3 million public charging points were added to the global stock in 2024.

Additionally, India went from about 6000 public chargers to 24 000 from 2023 to mid-2025. Under the PM E-DRIVE initiative, the country is also planning to build 72 000 charging stations for INR 2000 crores (~USD 22 billion).

Further, Chongqing’s “Action Plan of Convenient Ultra-fast Charging” states that the Chinese city plans to build more than 2000 ultra-fast charging stations and 4000 ultra-fast chargers by the end of 2025.

2. Smart Mobility

This domain includes 2700 companies and 673 900 employees. It added 87 employees last year and has a growth rate of 4.81%, which shows that software-driven mobility operations are steadily growing.

Smart mobility solutions will be used in more than 150 cities by 2025. These solutions include connected automobiles, intelligent transport systems, and shared mobility platforms.

Connected vehicles and digital ticketing systems make this integration possible. Cities are using contactless, multimodal payment systems to make things easier and get more people through.

3. Air Freight

Air freight is a big but stable part of the mobility market. It has 14 900 enterprises, 1.5 million employees, and a growth rate of 0.041%.

Even while firmographic development has been slow, demand is still robust. IATA reports that full-year 2024 air-cargo demand was 11.3 % higher than in 2023 and exceeded the record volumes set in 2021.

Demand grew the most in Asia-Pacific and the Middle East, while North America grew more slowly. This is because the market is more mature and companies are focusing on making the most of their assets.

Public vs. Private Money in Mobility

According to an analysis based on our Discovery Platform, iInvestment activity in the mobility industry is still quite capital-intensive, with average deal sizes reaching USD 93.8 million each round. This is because EV production, batteries, autonomy, and digital platforms all need to grow.

Global mobility funding per year

Moreover, fundraising for global mobility reached USD 54 billion in 2024, the highest level since 2021. This was despite a drop in fundraising rounds, which showed that investors preferred fewer but larger, later-stage investments.

The Federal Highway Administration (FHWA) announced the initiative will provide nearly USD 5 billion over five years to help states build a national EV charging network along designated corridors. This sets a floor for multi-year infrastructure deployment and co-financing activity in the US market.

Global average funding round size

This change is in line with what is happening in the market as a whole, as the number of deals fell by 30%, but the overall amount of capital deployed rose. This strengthens the move toward more mature, scale-ready mobility companies.

More than 78 800 investors have taken part in mobility investments according to our data, and closed over 140 100 rounds.

Iveco and PlusAI expanded their partnership to run heavy-duty autonomous truck tests in Spain on a ~300-km freight corridor between Madrid and Zaragoza beginning in 2026. For innovation managers, this is a real-world corridor-scale deployment pattern to watch for validation, procurement, and ecosystem partnering.

These trends lead to a mature investment landscape where mega-rounds are the main way that money is allocated. Different types of investors work together, and equity is becoming more important for financing infrastructure-heavy mobility assets along with debt.

The top mobility investors have deployed more than USD 155.1 billion in combined capital across 923 companies. This reflects a sustained commitment to large-scale infrastructure, platforms, and capital-intensive mobility technologies.

Data, Scope, and Definitions

This mobility industry outlook is built on proprietary intelligence from the StartUs Insights Discovery Platform, which continuously maps 9M+ companies, 25K+ technologies and trends, and 190M+ patents, news articles, and market reports to surface where mobility is scaling versus consolidating. It emphasizes charging and energy services, smart mobility operations, freight and air cargo capacity, fleet and last-mile execution, and more.

We then track how mobility is being operationalized over a five-year window through the signals that precede adoption. This includes infrastructure rollout velocity, corridor and city-level concentration, and platform-driven utilization. In parallel, the analysis follows innovation and commercialization pressure like patent formation, funding intensity, and workforce shifts.