Micromobilidade operacional, BaaS e swap stations (VinFast Vietnam/Gogoro/Skip modular/Kamloops Bird + LimeGlider Dallas/ACT/Beryl/VMAX/TVS BaaS)
Key Questions
What is VinFast's BaaS strategy in Vietnam?
VinFast dominates Vietnam with BaaS at €7-8/mo + €0.30/swap, targeting 400k sales in '25. Models range from Evo200 Lite €550 to Theon S €2.5k, scaling nationwide. It drives mass-market battery swapping.
How does Gogoro perform in battery swapping?
Gogoro achieves 1.4M swaps with pilots expanding operations. It supports micromobility ops alongside VinFast and TVS BaaS. Focus is on efficient swap stations.
What are recent micromobility operational updates?
Updates include Skip modular swappable/repairable, Kamloops Bird geofence, Lime Glider in Dallas/ACT/Portland, Beryl, VMAX, NIU/Silence/TVS expansions. Lime adds seated Gliders to fleets. These enhance BaaS and shared services.
VinFast Vietnam BaaS dominance (400k '25 sales, €7-8/mo + €0.30/swap, Evo200 Lite €550-Theon S €2.5k scaling nationwide); Skip modular swappable/repairable; Gogoro 1.4M swaps/pilots; Kamloops Bird geofence; Lime ACT contract; NIU/Silence/TVS/VinFast expansions.