Assembly Line

The Three Axes of Micromobility: Supply Chains, Distribution, and Maintenance

📅 Date:

✍️ Author: Puneeth Meruva

🏢 Organizations: Bafang, Bosch, CoModule, Particle, Omni, Shimano, Valeo, VanMoof, Giant, Specialized, Xiaomi, TREK, Cannondale

In this report, we contend that micromobility, its challenges, and its opportunities can be broken down along three core axes: supply chains and manufacturing, distribution, and maintenance and aftersales. Our thesis is that value accrues to the one that vertically integrates along these three axes.

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